Seven Mile Advisory Portfolio Holdings

Seven Mile Advisory

  • $150 Billion
  • Q1 2025

Seven Mile Advisory has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $150 Billion distributed in 175 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 $18.2B, Nvidia Corp with a value of $10.7B, Apple Inc. with a value of $9.7B, Vanguard Index Fds S&P 500 ETF with a value of $6.35B, and Microsoft Corp with a value of $5.88B.

Examining the 13F form we can see an decrease of $6.96B in the current position value, from $157B to 150B.

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 $150 Billion
ETFs: $54.9 Billion
Technology: $37.3 Billion
Financial Services: $14.7 Billion
Communication Services: $12.2 Billion
Consumer Cyclical: $10.1 Billion
Healthcare: $9.64 Billion
Consumer Defensive: $4.99 Billion
Energy: $2.23 Billion
Other: $1.76 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$433B
$10.7 Billion 7.12% of portfolio
98,483
Q1 2025 Reduced 15.12%
$3.44T
$9.7 Billion 6.48% of portfolio
43,685
Q1 2025 Added 2.59%
$3.81T
$5.88 Billion 3.93% of portfolio
15,671
Q1 2025 Reduced 3.61%
$2.37T
$5.86 Billion 3.91% of portfolio
30,821
Q1 2025 Reduced 4.67%
$1.58T
$3.13 Billion 2.09% of portfolio
5,426
Q1 2025 Added 5.11%
$1.18T
$2.51 Billion 1.67% of portfolio
16,043
Q1 2025 Added 1.98%
$1.14T
$2.41 Billion 1.61% of portfolio
15,609
Q1 2025 Reduced 0.08%
$870B
$2.07 Billion 1.38% of portfolio
8,437
Q1 2025 Reduced 1.53%
$579B
$1.71 Billion 1.14% of portfolio
4,867
Q1 2025 Added 2.87%
$537B
$1.47 Billion 0.98% of portfolio
2,675
Q1 2025 Added 3.64%
$622B
$1.41 Billion 0.94% of portfolio
2,654
Q1 2025 Added 4.74%
$117B
$1.29 Billion 0.86% of portfolio
7,683
Q1 2025 Reduced 0.81%
$765B
$1.28 Billion 0.86% of portfolio
1,552
Q1 2025 Added 14.96%
$262B
$1.19 Billion 0.79% of portfolio
13,542
Q1 2025 Added 5.12%
$413B
$1.18 Billion 0.79% of portfolio
1,251
Q1 2025 Added 2.96%
$964B
$1.02 Billion 0.68% of portfolio
3,919
Q1 2025 Reduced 5.27%
$443B
$1 Billion 0.67% of portfolio
6,047
Q1 2025 Added 38.79%
$261B
$887 Million 0.59% of portfolio
1,693
Q1 2025 Added 6.95%
$655B
$854 Million 0.57% of portfolio
6,108
Q1 2025 Added 5.73%
$132B
$802 Million 0.54% of portfolio
1,458
Q1 2025 Added 3.33%
$435B
$798 Million 0.53% of portfolio
1
Q2 2023 New
$217B
$766 Million 0.51% of portfolio
2,451
Q1 2025 Added 6.75%
-
$731 Million 0.49% of portfolio
-
Q1 2024 Added 4.67%
$376B
$716 Million 0.48% of portfolio
4,200
Q1 2025 Added 7.47%
$337B
$632 Million 0.42% of portfolio
3,016
Q1 2025 Added 8.61%
$156B
$636 Million 0.42% of portfolio
17,226
Q1 2025 Added 0.12%
$382B
$620 Million 0.41% of portfolio
1,691
Q1 2025 Added 1.44%
$388B
$619 Million 0.41% of portfolio
14,835
Q1 2025 Added 0.16%
$335B
$592 Million 0.4% of portfolio
2,205
Q1 2025 Added 2.51%
$230B
$600 Million 0.4% of portfolio
2,230
Q1 2025 Reduced 0.58%
$462B
$591 Million 0.39% of portfolio
4,967
Q1 2025 Added 8.64%
$220B
$564 Million 0.38% of portfolio
919
Q1 2025 Reduced 5.55%
$268B
$560 Million 0.37% of portfolio
2,085
Q1 2025 Added 18.33%
$288B
$543 Million 0.36% of portfolio
819
Q1 2025 Added 6.64%
$177B
$534 Million 0.36% of portfolio
1,710
Q1 2025 Added 3.64%
$220B
$517 Million 0.35% of portfolio
3,901
Q1 2025 Added 13.8%
$318B
$504 Million 0.34% of portfolio
7,019
Q1 2025 Added 5.77%
$250B
$493 Million 0.33% of portfolio
3,107
Q1 2025 Added 16.5%
$213B
$478 Million 0.32% of portfolio
5,325
Q1 2025 Reduced 9.11%
$145B
$475 Million 0.32% of portfolio
4,973
Q1 2025 Reduced 1.87%
$253B
$473 Million 0.32% of portfolio
4,242
Q1 2025 Added 18.26%
$178B
$471 Million 0.31% of portfolio
3,066
Q1 2025 Added 9.46%
$162B
$448 Million 0.3% of portfolio
3,089
Q1 2025 Added 4.89%
$280B
$448 Million 0.3% of portfolio
7,265
Q1 2025 Added 4.7%
$141B
$449 Million 0.3% of portfolio
6,327
Q1 2025 Reduced 1.03%
$126B
$450 Million 0.3% of portfolio
3,216
Q1 2025 Added 3.24%
$12B
$430 Million 0.29% of portfolio
2,720
Q1 2025 Added 0.59%
$305B
$426 Million 0.28% of portfolio
2,549
Q1 2025 Added 19.39%
$160B
$422 Million 0.28% of portfolio
6,074
Q1 2025 Reduced 7.66%

Summary

  • Portfolio
  • No. of Stocks 175
  • Current Value $150 Billion
  • Prior Value $157 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 15 stocks
  • Additional Purchases 91 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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