Seven Mile Advisory Portfolio Holdings

Seven Mile Advisory

  • $151 Billion
  • Q3 2024

Seven Mile Advisory has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $151 Billion distributed in 172 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $18.8B, Nvidia Corp with a value of $13.9B, Apple Inc. with a value of $8.36B, Microsoft Corp with a value of $6.38B, and Vanguard Index Fds S&P 500 ETF with a value of $5.97B.

Examining the 13F form we can see an increase of $15.2B in the current position value, from $136B to 151B.

Seven Mile Advisory is based out at Ewing, NJ

Below you can find more details about Seven Mile Advisory portfolio as well as his latest detailed transactions.

Portfolio value $151 Billion
ETFs: $58.5 Billion
Technology: $39 Billion
Communication Services: $12.3 Billion
Financial Services: $12 Billion
Healthcare: $10.2 Billion
Consumer Cyclical: $9.26 Billion
Consumer Defensive: $4.92 Billion
Energy: $1.79 Billion
Other: $1.47 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$339B
$13.9 Billion 9.18% of portfolio
114,289
Q3 2024 Reduced 0.34%
$3.74T
$8.36 Billion 5.53% of portfolio
35,900
Q3 2024 Added 19.79%
$3.12T
$6.38 Billion 4.22% of portfolio
14,823
Q3 2024 Added 9.04%
$2.05T
$5.04 Billion 3.34% of portfolio
27,069
Q3 2024 Added 13.34%
$1.26T
$2.64 Billion 1.75% of portfolio
4,612
Q3 2024 Added 13.21%
$1.03T
$2.29 Billion 1.51% of portfolio
13,682
Q3 2024 Added 15.26%
$15.8B
$2.21 Billion 1.46% of portfolio
206,278
Q3 2024 Added 20.04%
$984B
$2.05 Billion 1.36% of portfolio
12,365
Q3 2024 Added 18.73%
$734B
$1.77 Billion 1.17% of portfolio
8,418
Q3 2024 Added 20.45%
$66.8B
$1.2 Billion 0.79% of portfolio
6,928
Q3 2024 Added 1,028.34%
$512B
$1.19 Billion 0.79% of portfolio
4,335
Q3 2024 Added 7.46%
$502B
$1.17 Billion 0.78% of portfolio
2,373
Q3 2024 Added 4.26%
$717B
$1.15 Billion 0.76% of portfolio
1,299
Q3 2024 Added 14.35%
$567B
$1.1 Billion 0.73% of portfolio
1,877
Q3 2024 Added 8.75%
$425B
$1.07 Billion 0.71% of portfolio
1,213
Q3 2024 Added 6.5%
$620B
$1 Billion 0.66% of portfolio
2,183
Q3 2024 Added 6.64%
$243B
$948 Million 0.63% of portfolio
11,742
Q3 2024 Added 3.96%
$1.07T
$924 Million 0.61% of portfolio
3,533
Q3 2024 Added 38.17%
$236B
$884 Million 0.58% of portfolio
7,421
Q3 2024 Added 4.26%
-
$768 Million 0.51% of portfolio
-
Q1 2024 Added 4.67%
$385B
$755 Million 0.5% of portfolio
1,065
Q3 2024 Reduced 20.16%
$507B
$744 Million 0.49% of portfolio
4,364
Q3 2024 Added 9.73%
$190B
$731 Million 0.48% of portfolio
17,503
Q3 2024 Added 4.95%
$430B
$691 Million 0.46% of portfolio
1
Q2 2023 New
$420B
$658 Million 0.44% of portfolio
3,799
Q3 2024 Added 4.57%
$179B
$660 Million 0.44% of portfolio
1,063
Q3 2024 Added 9.93%
$218B
$648 Million 0.43% of portfolio
2,129
Q3 2024 Added 7.36%
$150B
$639 Million 0.42% of portfolio
3,165
Q3 2024 Added 8.02%
$241B
$620 Million 0.41% of portfolio
1,197
Q3 2024 Added 10.32%
$228B
$593 Million 0.39% of portfolio
1,679
Q3 2024 Added 8.74%
$500B
$588 Million 0.39% of portfolio
5,013
Q3 2024 Added 6.77%
$272B
$584 Million 0.39% of portfolio
701
Q3 2024 Added 0.86%
$177B
$567 Million 0.38% of portfolio
2,747
Q3 2024 Added 13.47%
$256B
$557 Million 0.37% of portfolio
4,908
Q3 2024 Added 3.48%
$439B
$544 Million 0.36% of portfolio
1,342
Q3 2024 Added 3.55%
$313B
$528 Million 0.35% of portfolio
2,675
Q3 2024 Added 24.25%
$228B
$511 Million 0.34% of portfolio
1,884
Q3 2024 Added 7.05%
$151B
$519 Million 0.34% of portfolio
6,143
Q3 2024 Added 11.77%
$381B
$504 Million 0.33% of portfolio
12,707
Q3 2024 Added 56.32%
$273B
$503 Million 0.33% of portfolio
2,194
Q3 2024 Added 1.81%
$223B
$463 Million 0.31% of portfolio
4,023
Q3 2024 Added 7.51%
$339B
$472 Million 0.31% of portfolio
1,723
Q3 2024 Added 19.24%
$11.9B
$454 Million 0.3% of portfolio
2,933
Q3 2024 Added 102.28%
$178B
$419 Million 0.28% of portfolio
2,462
Q3 2024 Reduced 0.36%
$225B
$428 Million 0.28% of portfolio
2,515
Q3 2024 Added 16.49%
$93B
$414 Million 0.27% of portfolio
1,123
Q3 2024 Added 18.59%
$960B
$408 Million 0.27% of portfolio
2,349
Q3 2024 Added 0.17%
$173B
$394 Million 0.26% of portfolio
1,416
Q3 2024 Reduced 0.98%
$132B
$397 Million 0.26% of portfolio
4,954
Q3 2024 Added 11.98%

Summary

  • Portfolio
  • No. of Stocks 172
  • Current Value $151 Billion
  • Prior Value $136 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 25 stocks
  • Additional Purchases 99 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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