Seven Mile Advisory Incresed Positions in Q1 2025

Seven Mile Advisory

  • $150 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
1.69K
+ 38.79%
$142.06 - $167.7 $240K - $283K
6.05K $1B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
120
+ 4.74%
$442.66 - $534.52 $53.1K - $64.1K
2.65K $1.41B
DFAE
Dimensional ETF Tr

ETFs
6.53K
+ 4.33%
$24.64 - $26.86 $161K - $175K
157K $4.07B
LLY
Eli Lilly & CO

Healthcare
202
+ 14.96%
$725.72 - $929.72 $147K - $188K
1.55K $1.28B
V
Visa Inc.

Financial Services
136
+ 2.87%
$306.92 - $362.71 $41.7K - $49.3K
4.87K $1.71B
PM
Philip Morris International Inc.

Consumer Defensive
440
+ 16.5%
$117.15 - $158.79 $51.5K - $69.9K
3.11K $493M
SPOT
Spotify Technology S.A.

Communication Services
47
+ 3.33%
$457.79 - $648.32 $21.5K - $30.5K
1.46K $802M
ABBV
Abb Vie Inc.

Healthcare
239
+ 8.61%
$169.2 - $216.66 $40.4K - $51.8K
3.02K $632M
ABT
Abbott Laboratories

Healthcare
473
+ 13.8%
$111.1 - $140.22 $52.6K - $66.3K
3.9K $517M
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.97K
+ 31.11%
$58.81 - $68.2 $175K - $203K
12.5K $749M
CVX
Chevron Corp

Energy
414
+ 19.39%
$146.71 - $167.97 $60.7K - $69.5K
2.55K $426M
KO
Coca Cola CO

Consumer Defensive
1.09K
+ 27.6%
$60.81 - $72.32 $66.1K - $78.6K
5.03K $360M
MA
Mastercard Inc

Financial Services
94
+ 3.64%
$504.67 - $576.31 $47.4K - $54.2K
2.68K $1.47B
META
Meta Platforms, Inc.

Communication Services
264
+ 5.11%
$576.36 - $736.67 $152K - $194K
5.43K $3.13B
MCD
Mcdonalds Corp

Consumer Cyclical
155
+ 6.75%
$279.74 - $321.29 $43.4K - $49.8K
2.45K $766M
XOM
Exxon Mobil Corp

Energy
395
+ 8.64%
$105.44 - $118.93 $41.6K - $47K
4.97K $591M
UNH
Unitedhealth Group Inc

Healthcare
110
+ 6.95%
$461.52 - $548.18 $50.8K - $60.3K
1.69K $887M
CI
Cigna Corp

Healthcare
120
+ 14.15%
$274.49 - $329.0 $32.9K - $39.5K
968 $318M
VEA
Vanguard Ftse Developed Market

ETFs
8
+ 0.03%
$47.4 - $52.99 $379 - $424
27.4K $1.39B
SAN
Banco Santander, S.A.

Financial Services
234
+ 0.63%
$4.46 - $7.14 $1.04K - $1.67K
37.2K $249M
T
At&T Inc.

Communication Services
130
+ 0.96%
$21.56 - $28.28 $2.8K - $3.68K
13.7K $386M
CL
Colgate Palmolive CO

Consumer Defensive
736
+ 33.03%
$85.68 - $97.5 $63.1K - $71.8K
2.96K $278M
IBM
International Business Machines Corp

Technology
114
+ 7.28%
$217.4 - $264.74 $24.8K - $30.2K
1.68K $418M
ICE
Intercontinental Exchange, Inc.

Financial Services
138
+ 6.76%
$142.8 - $176.36 $19.7K - $24.3K
2.18K $376M
COST
Costco Wholesale Corp

Consumer Defensive
36
+ 2.96%
$890.62 - $1076.86 $32.1K - $38.8K
1.25K $1.18B
GE
General Electric CO

Industrials
95
+ 6.48%
$168.59 - $212.13 $16K - $20.2K
1.56K $312M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
23
+ 3.35%
$402.49 - $513.76 $9.26K - $11.8K
709 $344M
PGR
Progressive Corp

Financial Services
101
+ 11.28%
$235.61 - $291.22 $23.8K - $29.4K
996 $282M
AZN
Astrazeneca PLC

Healthcare
455
+ 11.08%
$65.37 - $77.96 $29.7K - $35.5K
4.56K $335M
SYK
Stryker Corp

Healthcare
150
+ 20.11%
$355.18 - $399.9 $53.3K - $60K
896 $334M
Linde PLC Shs
59
+ 7.79%
N/A
816 $380M
VZ
Verizon Communications Inc

Communication Services
389
+ 4.64%
$37.81 - $46.49 $14.7K - $18.1K
8.77K $398M
SAP
Sap Se

Technology
54
+ 2.51%
$241.4 - $293.69 $13K - $15.9K
2.21K $592M
GILD
Gilead Sciences, Inc.

Healthcare
86
+ 3.22%
$89.14 - $117.41 $7.67K - $10.1K
2.75K $309M
PG
Procter & Gamble CO

Consumer Defensive
292
+ 7.47%
$158.56 - $176.26 $46.3K - $51.5K
4.2K $716M
TTE
Total Energies Se

Energy
229
+ 5.73%
N/A
4.22K $273M
PARA
Paramount Global

Communication Services
2.38K
+ 13.37%
$10.16 - $12.14 $24.2K - $28.9K
20.1K $241M
SONY
Sony Group Corp

Technology
251
+ 2.34%
$19.88 - $25.64 $4.99K - $6.44K
11K $279M
TMUS
T Mobile Us, Inc.

Communication Services
16
+ 1.61%
$211.3 - $272.83 $3.38K - $4.37K
1.01K $269M
NFLX
Netflix Inc

Communication Services
3
+ 0.28%
$828.4 - $1058.6 $2.49K - $3.18K
1.08K $1B
HSBC
Hsbc Holdings PLC

Financial Services
51
+ 0.94%
$48.68 - $61.58 $2.48K - $3.14K
5.46K $313M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.81K
+ 18.06%
$22.25 - $23.0 $40.3K - $41.7K
11.8K $272M
QCOM
Qualcomm Inc

Technology
265
+ 9.46%
$151.94 - $175.86 $40.3K - $46.6K
3.07K $471M
BSX
Boston Scientific Corp

Healthcare
40
+ 1.31%
$89.38 - $106.18 $3.58K - $4.25K
3.09K $312M
MDT
Medtronic PLC

Healthcare
145
+ 5.6%
$79.84 - $94.5 $11.6K - $13.7K
2.74K $246M
WFC
Wells Fargo & Company

Financial Services
383
+ 5.77%
$66.78 - $81.42 $25.6K - $31.2K
7.02K $504M
CSCO
Cisco Systems, Inc.

Technology
326
+ 4.7%
$58.74 - $64.87 $19.1K - $21.1K
7.27K $448M
Lam Research Corp Com New
483
+ 13.45%
N/A
4.07K $296M
IWD
Ishares Russell 1000 Val ETF

ETFs
65
+ 0.82%
$182.82 - $196.21 $11.9K - $12.8K
7.98K $1.5B
Activity Summary
Buys All Purchases 106 New Holdings 15 Increased Positions 91 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Seven Mile Advisory Portfolio

Follow Seven Mile Advisory and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Seven Mile Advisory, based on Form 13F filings with the SEC.

News

Stay updated on Seven Mile Advisory with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email