Seven Mile Advisory Incresed Positions in Q2 2025

Seven Mile Advisory

  • $166 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
787
+ 0.8%
$94.31 - $157.99 $74.2K - $124K
99.3K $15.7B
MSFT
Microsoft Corp

Technology
928
+ 5.92%
$354.56 - $497.45 $329K - $462K
16.6K $8.26B
AVGO
Broadcom Inc.

Technology
640
+ 8.33%
$146.29 - $275.65 $93.6K - $176K
8.32K $2.29B
DFAE
Dimensional ETF Tr

ETFs
13K
+ 8.28%
$22.87 - $28.95 $297K - $376K
170K $4.92B
TSLA
Tesla, Inc.

Consumer Cyclical
517
+ 13.19%
$221.86 - $362.89 $115K - $188K
4.44K $1.41B
SPOT
Spotify Technology S.A.

Communication Services
30
+ 2.06%
$503.3 - $775.9 $15.1K - $23.3K
1.49K $1.14B
AMAT
Applied Materials Inc

Technology
385
+ 12.46%
$126.95 - $183.52 $48.9K - $70.7K
3.47K $636M
TOST
Toast, Inc.

Technology
1.23K
+ 11.14%
$30.03 - $45.23 $37.1K - $55.8K
12.3K $545M
NOW
Service Now, Inc.

Technology
86
+ 23.63%
$721.65 - $1040.18 $62.1K - $89.5K
450 $463M
INTU
Intuit Inc

Technology
14
+ 1.52%
$544.07 - $787.63 $7.62K - $11K
933 $735M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
52
+ 2.31%
$141.37 - $228.57 $7.35K - $11.9K
2.3K $522M
AXP
American Express CO

Financial Services
56
+ 2.51%
$231.39 - $318.98 $13K - $17.9K
2.29K $729M
Core Scientific Inc New Com
24
+ 0.18%
N/A
13.1K $223M
CPA
Copa Holdings, S.A.

Industrials
653
+ 27.06%
$83.12 - $109.97 $54.3K - $71.8K
3.07K $337M
PM
Philip Morris International Inc.

Consumer Defensive
203
+ 6.53%
$149.23 - $184.95 $30.3K - $37.5K
3.31K $603M
IBM
International Business Machines Corp

Technology
104
+ 6.19%
$221.03 - $294.78 $23K - $30.7K
1.79K $526M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
22
+ 0.51%
$40.51 - $71.03 $891 - $1.56K
4.34K $305M
COF
Capital One Financial Corp

Financial Services
168
+ 10.46%
$150.57 - $212.76 $25.3K - $35.7K
1.77K $377M
MS
Morgan Stanley

Financial Services
55
+ 1.87%
$99.83 - $140.86 $5.49K - $7.75K
3K $423M
WFC
Wells Fargo & Company

Financial Services
244
+ 3.48%
$60.98 - $80.12 $14.9K - $19.5K
7.26K $582M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1
+ 0.05%
$139.8 - $197.22 $140 - $197
1.93K $380M
SAN
Banco Santander, S.A.

Financial Services
972
+ 2.61%
$5.72 - $8.32 $5.56K - $8.09K
38.1K $317M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
12
+ 0.08%
$39.89 - $49.46 $479 - $594
15K $740M
NVS
Novartis Ag

Healthcare
115
+ 2.71%
$101.96 - $121.01 $11.7K - $13.9K
4.36K $527M
ISRG
Intuitive Surgical Inc

Healthcare
24
+ 3.45%
$451.58 - $565.94 $10.8K - $13.6K
719 $391M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2
+ 0.04%
$72.96 - $90.39 $146 - $181
5.4K $482M
NVO
Novo Nordisk A S

Healthcare
545
+ 8.97%
$58.08 - $81.05 $31.7K - $44.2K
6.62K $457M
GILD
Gilead Sciences, Inc.

Healthcare
344
+ 12.49%
$96.91 - $113.0 $33.3K - $38.9K
3.1K $343M
VICI
Vici Properties Inc.

Real Estate
877
+ 9.84%
$29.41 - $32.97 $25.8K - $28.9K
9.79K $319M
PARA
Paramount Global

Communication Services
325
+ 1.61%
$10.65 - $12.9 $3.46K - $4.19K
20.5K $264M
ABT
Abbott Laboratories

Healthcare
66
+ 1.69%
$123.95 - $138.08 $8.18K - $9.11K
3.97K $540M
VOD
Vodafone Group Public LTD CO

Communication Services
395
+ 2.95%
$8.19 - $10.66 $3.24K - $4.21K
13.8K $147M
WSM
Williams Sonoma Inc

Consumer Cyclical
36
+ 1.32%
$137.62 - $174.44 $4.95K - $6.28K
2.76K $450M
MO
Altria Group, Inc.

Consumer Defensive
386
+ 5.91%
$55.56 - $60.91 $21.4K - $23.5K
6.91K $405M
MFC
Manulife Financial Corp

Financial Services
136
+ 1.3%
$26.93 - $32.44 $3.66K - $4.41K
10.6K $339M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
702
+ 4.73%
$10.79 - $14.14 $7.57K - $9.93K
15.5K $213M
VZ
Verizon Communications Inc

Communication Services
572
+ 6.52%
$41.67 - $45.62 $23.8K - $26.1K
9.34K $404M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
202
+ 1.71%
$22.54 - $23.17 $4.55K - $4.68K
12K $277M
ALLO
Allogene Therapeutics, Inc.

Healthcare
3.98K
+ 38.0%
$0.95 - $1.7 $3.78K - $6.76K
14.4K $16.3M
SHEL
Shell PLC

Energy
176
+ 3.26%
$59.75 - $73.05 $10.5K - $12.9K
5.57K $392M
NEE
Nextera Energy Inc

Utilities
23
+ 0.36%
$64.11 - $75.0 $1.47K - $1.73K
6.35K $441M
PEP
Pepsico Inc

Consumer Defensive
269
+ 10.55%
$128.02 - $151.37 $34.4K - $40.7K
2.82K $372M
ABBV
Abb Vie Inc.

Healthcare
266
+ 8.82%
$170.16 - $206.27 $45.3K - $54.9K
3.28K $609M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
3
+ 0.42%
$421.16 - $509.5 $1.26K - $1.53K
712 $317M
XOM
Exxon Mobil Corp

Energy
50
+ 1.01%
$99.93 - $119.04 $5K - $5.95K
5.02K $541M
Activity Summary
Buys All Purchases 59 New Holdings 13 Increased Positions 46 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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