Seven Mile Advisory Reduced Holdings in Q2 2025

Seven Mile Advisory

  • $166 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-2.1K
- 4.81%
$172.42 - $223.89 $362K - $470K
41.6K $8.53B
VGSH
Vanguard

ETFs
-9.84K
- 25.18%
$58.32 - $58.95 $574K - $580K
29.2K $1.72B
UNH
Unitedhealth Group Inc

Healthcare
-524
- 30.95%
$274.35 - $599.47 $144K - $314K
1.17K $365M
VCIT
Vanguard Intermediate Term Cor

ETFs
-6.43K
- 23.66%
$79.56 - $82.92 $512K - $533K
20.8K $1.72B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-4.08K
- 26.15%
$72.02 - $73.82 $294K - $301K
11.5K $849M
JNJ
Johnson & Johnson

Healthcare
-1.27K
- 20.92%
$146.36 - $159.82 $185K - $202K
4.78K $730M
CVX
Chevron Corp

Energy
-952
- 37.35%
$133.73 - $168.51 $127K - $160K
1.6K $229M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-148
- 5.58%
$483.48 - $539.8 $71.6K - $79.9K
2.51K $1.22B
LLY
Eli Lilly & CO

Healthcare
-149
- 9.6%
$713.71 - $898.95 $106K - $134K
1.4K $1.09B
MRK
Merck & Co., Inc.

Healthcare
-1.16K
- 21.69%
$73.47 - $87.12 $84.9K - $101K
4.17K $330M
PG
Procter & Gamble CO

Consumer Defensive
-467
- 11.12%
$157.66 - $172.39 $73.6K - $80.5K
3.73K $595M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-120
- 16.81%
$390.26 - $489.06 $46.8K - $58.7K
594 $241M
ADBE
Adobe Inc.

Technology
-278
- 25.46%
$340.0 - $420.68 $94.5K - $117K
814 $315M
TM
Toyota Motor Corp

Consumer Cyclical
-376
- 21.85%
$158.63 - $195.39 $59.6K - $73.5K
1.35K $232M
MCD
Mcdonalds Corp

Consumer Cyclical
-75
- 3.06%
$285.55 - $321.23 $21.4K - $24.1K
2.38K $694M
CMCSA
Comcast Corp

Communication Services
-892
- 5.18%
$32.84 - $36.72 $29.3K - $32.8K
16.3K $583M
COP
Conocophillips

Energy
-148
- 5.84%
$82.66 - $106.1 $12.2K - $15.7K
2.39K $214M
TMUS
T Mobile Us, Inc.

Communication Services
-84
- 8.32%
$220.99 - $268.54 $18.6K - $22.6K
926 $221M
CL
Colgate Palmolive CO

Consumer Defensive
-436
- 14.71%
$87.57 - $96.0 $38.2K - $41.9K
2.53K $230M
QCOM
Qualcomm Inc

Technology
-386
- 12.59%
$124.66 - $159.48 $48.1K - $61.6K
2.68K $427M
AMGN
Amgen Inc

Healthcare
-39
- 4.38%
$262.28 - $309.85 $10.2K - $12.1K
852 $238M
PGR
Progressive Corp

Financial Services
-86
- 8.63%
$255.27 - $288.74 $22K - $24.8K
910 $243M
AZN
Astrazeneca PLC

Healthcare
-168
- 3.68%
$64.87 - $75.0 $10.9K - $12.6K
4.39K $307M
DHR
Danaher Corp

Healthcare
-86
- 5.8%
$174.64 - $205.16 $15K - $17.6K
1.4K $276M
MDT
Medtronic PLC

Healthcare
-169
- 6.18%
$80.68 - $88.86 $13.6K - $15K
2.57K $224M
SPGI
S&P Global Inc.

Financial Services
-51
- 11.54%
$438.31 - $527.29 $22.4K - $26.9K
391 $206M
Linde PLC Shs
-42
- 5.15%
N/A
774 $363M
TXN
Texas Instruments Inc

Technology
-383
- 16.49%
N/A
1.94K $403M
UBS
Ubs Group Ag

Financial Services
-1.14K
- 14.93%
$26.12 - $33.82 $29.9K - $38.7K
6.51K $220M
CI
Cigna Corp

Healthcare
-46
- 4.75%
$301.89 - $340.04 $13.9K - $15.6K
922 $305M
MFG
Mizuho Financial Group Inc

Financial Services
-2.46K
- 13.24%
$4.25 - $5.66 $10.5K - $13.9K
16.1K $89.6M
KO
Coca Cola CO

Consumer Defensive
-78
- 1.55%
$68.37 - $73.9 $5.33K - $5.76K
4.95K $350M
SONY
Sony Group Corp

Technology
-624
- 5.67%
$21.24 - $26.88 $13.3K - $16.8K
10.4K $270M
T
At&T Inc.

Communication Services
-543
- 3.98%
$26.33 - $28.94 $14.3K - $15.7K
13.1K $379M
AIG
American International Group, Inc.

Financial Services
-21
- 0.77%
$77.56 - $87.72 $1.63K - $1.84K
2.72K $233M
TJX
Tjx Companies Inc

Consumer Cyclical
-57
- 3.1%
$119.13 - $135.03 $6.79K - $7.7K
1.78K $220M
V
Visa Inc.

Financial Services
-72
- 1.48%
$308.27 - $373.31 $22.2K - $26.9K
4.8K $1.7B
HD
Home Depot, Inc.

Consumer Cyclical
-9
- 0.53%
$335.24 - $380.78 $3.02K - $3.43K
1.68K $617M
CRM
Salesforce, Inc.

Technology
-41
- 1.97%
$236.26 - $291.15 $9.69K - $11.9K
2.04K $557M
HLN
Haleon PLC

Healthcare
-130
- 0.8%
$9.27 - $11.41 $1.21K - $1.48K
16.1K $167M
HSBC
Hsbc Holdings PLC

Financial Services
-298
- 5.46%
$46.68 - $61.09 $13.9K - $18.2K
5.16K $314M
SYK
Stryker Corp

Healthcare
-46
- 5.13%
$337.37 - $395.63 $15.5K - $18.2K
850 $336M
BX
Blackstone Inc.

Financial Services
-179
- 5.57%
$120.07 - $151.11 $21.5K - $27K
3.04K $454M
LYG
Lloyds Banking Group PLC

Financial Services
-715
- 3.84%
$3.32 - $4.29 $2.37K - $3.07K
17.9K $76.1M
GM
General Motors CO

Consumer Cyclical
-67
- 1.41%
$42.48 - $50.46 $2.85K - $3.38K
4.67K $230M
MA
Mastercard Inc

Financial Services
-52
- 1.94%
$479.92 - $590.74 $25K - $30.7K
2.62K $1.47B
ICL
Icl Group Ltd.

Basic Materials
-646
- 5.26%
$5.35 - $6.98 $3.46K - $4.51K
11.6K $79.9M
BSX
Boston Scientific Corp

Healthcare
-85
- 2.75%
$89.7 - $107.41 $7.62K - $9.13K
3.01K $323M
Blackrock Inc Com
-11
- 4.87%
N/A
215 $226M
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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