Seven Mile Advisory Incresed Positions in Q4 2024

Seven Mile Advisory

  • $157 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
6.68K
+ 18.62%
$221.69 - $259.02 $1.48M - $1.73M
42.6K $10.7B
AMZN
Amazon Com Inc

Consumer Cyclical
5.26K
+ 19.44%
$180.88 - $232.93 $952K - $1.23M
32.3K $7.09B
NVDA
Nvidia Corp

Technology
1.73K
+ 1.52%
$117.0 - $148.88 $203K - $258K
116K $15.6B
GOOGL
Alphabet Inc.

Communication Services
3.26K
+ 26.34%
$161.86 - $196.66 $527K - $641K
15.6K $2.96B
TSLA
Tesla, Inc.

Consumer Cyclical
604
+ 17.1%
$213.65 - $479.86 $129K - $290K
4.14K $1.67B
GOOG
Alphabet Inc.

Communication Services
2.05K
+ 14.98%
$163.08 - $198.16 $334K - $406K
15.7K $3B
AVGO
Broadcom Inc.

Technology
818
+ 11.81%
$159.67 - $250.0 $131K - $205K
7.75K $1.8B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
762
+ 6.74%
$521.84 - $558.82 $398K - $426K
12.1K $6.51B
MSFT
Microsoft Corp

Technology
1.44K
+ 9.68%
$406.35 - $454.46 $583K - $652K
16.3K $6.85B
META
Meta Platforms, Inc.

Communication Services
550
+ 11.93%
$554.08 - $632.68 $305K - $348K
5.16K $3.02B
JPM
Jpmorgan Chase & CO

Financial Services
150
+ 1.78%
$205.18 - $250.29 $30.8K - $37.5K
8.57K $2.05B
IWF
Ishares Russell 1000 Gr ETF

ETFs
248
+ 4.15%
$370.24 - $418.94 $91.8K - $104K
6.22K $2.5B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
516
+ 70.3%
$417.69 - $450.94 $216K - $233K
1.25K $532M
ORCL
Oracle Corp

Technology
1.41K
+ 32.38%
$165.41 - $192.43 $234K - $272K
5.78K $963M
SPOT
Spotify Technology S.A.

Communication Services
288
+ 25.65%
$362.95 - $502.38 $105K - $145K
1.41K $631M
WMT
Walmart Inc.

Consumer Defensive
1.14K
+ 9.71%
$79.1 - $95.7 $90.2K - $109K
12.9K $1.16B
BX
Blackstone Inc.

Financial Services
917
+ 41.72%
$148.45 - $199.05 $136K - $183K
3.12K $537M
NFLX
Netflix Inc

Communication Services
7
+ 0.66%
$687.65 - $936.56 $4.81K - $6.56K
1.07K $955M
MA
Mastercard Inc

Financial Services
208
+ 8.77%
$491.3 - $536.15 $102K - $112K
2.58K $1.36B
TOST
Toast, Inc.

Technology
3.17K
+ 40.45%
$27.43 - $43.54 $87K - $138K
11K $401M
AXP
American Express CO

Financial Services
359
+ 19.06%
$267.35 - $305.57 $96K - $110K
2.24K $666M
BAC
Bank Of America Corp

Financial Services
2.1K
+ 16.56%
$39.22 - $47.77 $82.5K - $101K
14.8K $651M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
351
+ 16.08%
$442.29 - $483.08 $155K - $170K
2.53K $1.15B
SHOP
Shopify Inc.

Technology
114
+ 2.3%
$78.14 - $119.49 $8.91K - $13.6K
5.07K $539M
IBM
International Business Machines Corp

Technology
649
+ 70.7%
$204.9 - $238.04 $133K - $154K
1.57K $344M
CRM
Salesforce, Inc.

Technology
39
+ 2.26%
$270.87 - $367.87 $10.6K - $14.3K
1.76K $589M
WFC
Wells Fargo & Company

Financial Services
430
+ 6.93%
$54.98 - $77.35 $23.6K - $33.3K
6.64K $466M
HD
Home Depot, Inc.

Consumer Cyclical
325
+ 24.22%
$385.02 - $431.37 $125K - $140K
1.67K $648M
DIS
Walt Disney CO

Communication Services
536
+ 21.33%
$92.39 - $117.6 $49.5K - $63K
3.05K $340M
GS
Goldman Sachs Group Inc

Financial Services
41
+ 5.83%
$486.1 - $608.57 $19.9K - $25K
744 $426M
TM
Toyota Motor Corp

Consumer Cyclical
281
+ 20.85%
$169.2 - $199.52 $47.5K - $56.1K
1.63K $317M
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 4.84%
$4100.99 - $5300.34 $12.3K - $15.9K
65 $323M
CSCO
Cisco Systems, Inc.

Technology
345
+ 5.23%
$52.45 - $60.02 $18.1K - $20.7K
6.94K $411M
PANW
Palo Alto Networks Inc

Technology
1.05K
+ 123.59%
$181.96 - $405.9 $192K - $427K
1.91K $347M
COF
Capital One Financial Corp

Financial Services
21
+ 1.33%
$145.19 - $192.01 $3.05K - $4.03K
1.61K $286M
GM
General Motors CO

Consumer Cyclical
181
+ 4.01%
$44.82 - $60.2 $8.11K - $10.9K
4.7K $250M
CVX
Chevron Corp

Energy
351
+ 19.67%
$141.15 - $162.53 $49.5K - $57K
2.14K $309M
T
At&T Inc.

Communication Services
1.43K
+ 11.86%
$21.22 - $23.88 $30.4K - $34.2K
13.5K $308M
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.16%
$873.59 - $994.69 $1.75K - $1.99K
1.22K $1.11B
GE
General Electric CO

Industrials
366
+ 33.3%
$159.95 - $194.23 $58.5K - $71.1K
1.47K $244M
MO
Altria Group, Inc.

Consumer Defensive
564
+ 9.27%
$49.06 - $57.74 $27.7K - $32.6K
6.65K $347M
HSBC
Hsbc Holdings PLC

Financial Services
190
+ 3.64%
$43.83 - $49.51 $8.33K - $9.41K
5.41K $267M
CDNS
Cadence Design Systems Inc

Technology
8
+ 0.82%
$249.1 - $324.54 $1.99K - $2.6K
988 $297M
ROK
Rockwell Automation, Inc

Industrials
58
+ 7.24%
$264.65 - $302.92 $15.3K - $17.6K
859 $245M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
426
+ 2.98%
$9.95 - $12.23 $4.24K - $5.21K
14.7K $173M
MRK
Merck & Co., Inc.

Healthcare
951
+ 19.38%
$96.31 - $114.76 $91.6K - $109K
5.86K $583M
ISRG
Intuitive Surgical Inc

Healthcare
3
+ 0.41%
$471.27 - $550.62 $1.41K - $1.65K
730 $381M
VUG
Vanguard Growth ETF

ETFs
10
+ 1.51%
$378.79 - $428.11 $3.79K - $4.28K
673 $276M
BSX
Boston Scientific Corp

Healthcare
35
+ 1.16%
$83.62 - $91.5 $2.93K - $3.2K
3.05K $273M
Activity Summary
Buys All Purchases 96 New Holdings 14 Increased Positions 82 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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