Seven Mile Advisory Incresed Positions in Q3 2025

Seven Mile Advisory

  • $619 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
506K
+ 1909.35%
$56.02 - $60.3 $28.3M - $30.5M
533K $31.9B
VTV
Vanguard Value ETF

ETFs
106K
+ 7869.4%
$175.51 - $186.57 $18.7M - $19.9M
108K $20.1B
IEF
Ishares Barclays

ETFs
177K
+ 7059.62%
$93.91 - $97.26 $16.6M - $17.2M
179K $17.3B
VGSH
Vanguard

ETFs
268K
+ 915.07%
$58.43 - $58.88 $15.6M - $15.8M
297K $17.5B
IVV
Ishares Core S&P 500 ETF

ETFs
22.4K
+ 2150.05%
$620.67 - $670.08 $13.9M - $15M
23.4K $15.7B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
592K
+ 4911.77%
$22.64 - $23.22 $13.4M - $13.7M
604K $14B
NVDA
Nvidia Corp

Technology
24.2K
+ 24.35%
$153.3 - $186.58 $3.71M - $4.51M
123K $23B
AAPL
Apple Inc.

Technology
17.2K
+ 41.47%
$202.38 - $256.87 $3.49M - $4.43M
58.8K $15B
DFAE
Dimensional ETF Tr

ETFs
181K
+ 106.16%
$28.84 - $31.84 $5.21M - $5.75M
351K $11.1B
VBR
Vanguard Small Cap Value ETF

ETFs
24.6K
+ 2170.57%
$195.41 - $212.37 $4.81M - $5.23M
25.8K $5.38B
MSFT
Microsoft Corp

Technology
7.99K
+ 48.15%
$491.09 - $535.64 $3.93M - $4.28M
24.6K $12.7B
GOOGL
Alphabet Inc.

Communication Services
6.63K
+ 43.44%
$174.36 - $254.72 $1.16M - $1.69M
21.9K $5.32B
GOOG
Alphabet Inc.

Communication Services
5.37K
+ 34.94%
$175.16 - $255.24 $941K - $1.37M
20.7K $5.05B
AMZN
Amazon Com Inc

Consumer Cyclical
6.63K
+ 21.68%
$211.65 - $238.24 $1.4M - $1.58M
37.2K $8.17B
META
Meta Platforms, Inc.

Communication Services
1.98K
+ 37.35%
$695.21 - $791.73 $1.38M - $1.57M
7.28K $5.35B
JPM
Jpmorgan Chase & CO

Financial Services
3.01K
+ 35.98%
$282.78 - $316.06 $851K - $951K
11.4K $3.59B
IVE
Ishares S&P 500 Value ETF

ETFs
5.37K
+ 170.49%
$194.44 - $206.51 $1.04M - $1.11M
8.52K $1.76B
AVGO
Broadcom Inc.

Technology
2.08K
+ 24.93%
$264.74 - $369.57 $549K - $767K
10.4K $3.43B
TSLA
Tesla, Inc.

Consumer Cyclical
996
+ 22.45%
$293.94 - $444.72 $293K - $443K
5.43K $2.42B
ORCL
Oracle Corp

Technology
1.96K
+ 32.62%
$218.96 - $328.33 $428K - $642K
7.95K $2.24B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.51K
+ 60.14%
$459.11 - $506.91 $692K - $764K
4.01K $2.02B
VUG
Vanguard Growth ETF

ETFs
1.41K
+ 208.77%
$433.97 - $484.08 $610K - $680K
2.08K $997M
ABBV
Abb Vie Inc.

Healthcare
2.36K
+ 72.0%
$184.85 - $231.54 $437K - $547K
5.65K $1.31B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11.4K
+ 76.41%
$49.43 - $54.52 $565K - $623K
26.4K $1.43B
JNJ
Johnson & Johnson

Healthcare
2.78K
+ 58.18%
$155.17 - $185.42 $432K - $516K
7.56K $1.4B
V
Visa Inc.

Financial Services
1.92K
+ 40.0%
$332.09 - $358.86 $637K - $688K
6.71K $2.29B
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.76K
+ 67.27%
$72.57 - $74.72 $563K - $580K
19.3K $1.43B
MA
Mastercard Inc

Financial Services
969
+ 36.94%
$550.18 - $598.96 $533K - $580K
3.59K $2.04B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
19
+ 0.16%
$567.77 - $614.76 $10.8K - $11.7K
12.2K $7.46B
XOM
Exxon Mobil Corp

Energy
4.5K
+ 89.68%
$105.83 - $117.22 $476K - $527K
9.52K $1.07B
WMT
Walmart Inc.

Consumer Defensive
4.28K
+ 31.69%
$94.4 - $104.27 $404K - $446K
17.8K $1.83B
HD
Home Depot, Inc.

Consumer Cyclical
974
+ 57.91%
$357.4 - $423.42 $348K - $412K
2.66K $1.08B
CVX
Chevron Corp

Energy
2.43K
+ 152.35%
$145.57 - $161.83 $354K - $394K
4.03K $626M
WULF
Terawulf Inc.

Financial Services
6
+ 0.01%
$4.63 - $11.7 $27.8 - $70.2
56K $639M
BAC
Bank Of America Corp

Financial Services
5.66K
+ 40.53%
$44.92 - $52.42 $254K - $297K
19.6K $1.01B
IBM
International Business Machines Corp

Technology
1.33K
+ 74.23%
$234.77 - $292.47 $311K - $388K
3.11K $877M
Lam Research Corp Com New
1.63K
+ 46.28%
N/A
5.15K $689M
CAT
Caterpillar Inc

Industrials
624
+ 120.0%
$390.92 - $477.15 $244K - $298K
1.14K $546M
IWF
Ishares Russell 1000 Gr ETF

ETFs
165
+ 2.8%
$420.11 - $472.68 $69.3K - $78K
6.05K $2.83B
PLTR
Palantir Technologies Inc.

Technology
947
+ 32.41%
$130.68 - $186.97 $124K - $177K
3.87K $706M
LLY
Eli Lilly & CO

Healthcare
416
+ 29.65%
$625.65 - $812.69 $260K - $338K
1.82K $1.39B
AXP
American Express CO

Financial Services
776
+ 33.95%
$294.27 - $342.31 $228K - $266K
3.06K $1.02B
GS
Goldman Sachs Group Inc

Financial Services
273
+ 37.09%
$696.56 - $806.32 $190K - $220K
1.01K $803M
VZ
Verizon Communications Inc

Communication Services
6.1K
+ 65.29%
$40.84 - $45.06 $249K - $275K
15.4K $679M
MS
Morgan Stanley

Financial Services
1.31K
+ 43.67%
$139.09 - $161.16 $182K - $211K
4.31K $685M
WFC
Wells Fargo & Company

Financial Services
2.72K
+ 37.44%
$77.05 - $85.16 $209K - $232K
9.98K $837M
TJX
Tjx Companies Inc

Consumer Cyclical
1.49K
+ 83.51%
$121.35 - $144.54 $181K - $215K
3.27K $473M
MU
Micron Technology Inc

Technology
958
+ 46.06%
$104.88 - $168.89 $100K - $162K
3.04K $508M
Linde PLC Shs
516
+ 66.67%
N/A
1.29K $613M
Activity Summary
Buys All Purchases 262 New Holdings 126 Increased Positions 136 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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