Seven Mile Advisory Reduced Holdings in Q1 2025

Seven Mile Advisory

  • $150 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-17.5K
- 15.12%
$106.98 - $149.43 $1.88M - $2.62M
98.5K $10.7B
AMZN
Amazon Com Inc

Consumer Cyclical
-1.51K
- 4.67%
$190.26 - $242.06 $287K - $366K
30.8K $5.86B
MSFT
Microsoft Corp

Technology
-587
- 3.61%
$375.39 - $447.2 $220K - $263K
15.7K $5.88B
TSLA
Tesla, Inc.

Consumer Cyclical
-218
- 5.27%
$222.15 - $428.22 $48.4K - $93.4K
3.92K $1.02B
GOOGL
Alphabet Inc.

Communication Services
-13
- 0.08%
$154.33 - $206.19 $2.01K - $2.68K
15.6K $2.41B
AVGO
Broadcom Inc.

Technology
-63
- 0.81%
$167.43 - $244.7 $10.5K - $15.4K
7.68K $1.29B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-239
- 3.84%
$360.07 - $417.26 $86.1K - $99.7K
5.98K $2.16B
VGSH
Vanguard

ETFs
-5.19K
- 11.73%
$58.07 - $58.69 $302K - $305K
39.1K $2.29B
VCIT
Vanguard Intermediate Term Cor

ETFs
-3.73K
- 12.07%
$79.17 - $82.04 $295K - $306K
27.2K $2.22B
NOW
Service Now, Inc.

Technology
-48
- 11.65%
$783.83 - $1170.39 $37.6K - $56.2K
364 $290M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.97K
- 11.18%
$71.17 - $73.66 $140K - $145K
15.6K $1.15B
MRK
Merck & Co., Inc.

Healthcare
-534
- 9.11%
$83.01 - $101.02 $44.3K - $53.9K
5.33K $478M
AXP
American Express CO

Financial Services
-13
- 0.58%
$255.39 - $325.87 $3.32K - $4.24K
2.23K $600M
SHOP
Shopify Inc.

Technology
-95
- 1.87%
$90.59 - $129.31 $8.61K - $12.3K
4.97K $475M
XLK
Technology Sector Spdr

ETFs
-19
- 0.94%
$206.38 - $242.18 $3.92K - $4.6K
2K $413M
CDNS
Cadence Design Systems Inc

Technology
-37
- 3.74%
$233.96 - $324.52 $8.66K - $12K
951 $242M
INTU
Intuit Inc

Technology
-54
- 5.55%
$555.63 - $630.23 $30K - $34K
919 $564M
ISRG
Intuitive Surgical Inc

Healthcare
-35
- 4.79%
$476.63 - $610.45 $16.7K - $21.4K
695 $344M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-47
- 0.56%
$57.21 - $65.8 $2.69K - $3.09K
8.33K $486M
RYT
Invesco S&P 500 Equal Weight T

ETFs
-250
- 3.57%
N/A
6.75K $231M
ROK
Rockwell Automation, Inc

Industrials
-22
- 2.56%
$255.29 - $303.75 $5.62K - $6.68K
837 $216M
LOW
Lowes Companies Inc

Consumer Cyclical
-67
- 7.2%
$222.66 - $268.42 $14.9K - $18K
863 $201M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 1.54%
$4295.4 - $5141.88 $4.3K - $5.14K
64 $295M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-36
- 2.88%
$408.78 - $448.82 $14.7K - $16.2K
1.21K $510M
GS
Goldman Sachs Group Inc

Financial Services
-4
- 0.54%
$524.81 - $672.19 $2.1K - $2.69K
740 $404M
NEE
Nextera Energy Inc

Utilities
-66
- 1.03%
$66.96 - $76.16 $4.42K - $5.03K
6.33K $449M
UBS
Ubs Group Ag

Financial Services
-182
- 2.32%
$30.28 - $35.78 $5.51K - $6.51K
7.66K $235M
TJX
Tjx Companies Inc

Consumer Cyclical
-30
- 1.6%
$112.81 - $126.16 $3.38K - $3.78K
1.84K $224M
MFC
Manulife Financial Corp

Financial Services
-149
- 1.4%
$28.41 - $31.82 $4.23K - $4.74K
10.5K $326M
VOD
Vodafone Group Public LTD CO

Communication Services
-364
- 2.64%
$8.05 - $9.86 $2.93K - $3.59K
13.4K $126M
COP
Conocophillips

Energy
-55
- 2.13%
$88.6 - $105.85 $4.87K - $5.82K
2.53K $266M
HLN
Haleon PLC

Healthcare
-10
- 0.06%
$9.02 - $10.67 $90.2 - $107
16.3K $167M
FISV
Fiserv Inc

Technology
-20
- 1.67%
N/A
1.18K $260M
JPM
Jpmorgan Chase & CO

Financial Services
-131
- 1.53%
$225.19 - $279.95 $29.5K - $36.7K
8.44K $2.07B
SHEL
Shell PLC

Energy
-420
- 7.22%
$62.84 - $73.29 $26.4K - $30.8K
5.4K $395M
MO
Altria Group, Inc.

Consumer Defensive
-118
- 1.78%
$50.81 - $60.02 $6K - $7.08K
6.53K $392M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-1.52K
- 7.25%
$9.49 - $14.83 $14.4K - $22.6K
19.5K $265M
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
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