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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$260B
$560 Million 0.37% of portfolio
2,085
Q1 2025 Added 18.33%
$296B
$543 Million 0.36% of portfolio
819
Q1 2025 Added 6.64%
$178B
$534 Million 0.36% of portfolio
1,710
Q1 2025 Added 3.64%
$211B
$517 Million 0.35% of portfolio
3,901
Q1 2025 Added 13.8%
$0
$510 Million 0.34% of portfolio
1,214
Q1 2025 Reduced 2.88%
$303B
$504 Million 0.34% of portfolio
7,019
Q1 2025 Added 5.77%
$278B
$493 Million 0.33% of portfolio
3,107
Q1 2025 Added 16.5%
$0
$486 Million 0.32% of portfolio
8,327
Q1 2025 Reduced 0.56%
$207B
$478 Million 0.32% of portfolio
5,325
Q1 2025 Reduced 9.11%
$151B
$475 Million 0.32% of portfolio
4,973
Q1 2025 Reduced 1.87%
$246B
$473 Million 0.32% of portfolio
4,242
Q1 2025 Added 18.26%
$171B
$471 Million 0.31% of portfolio
3,066
Q1 2025 Added 9.46%
$166B
$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%
$148B
$449 Million 0.3% of portfolio
6,327
Q1 2025 Reduced 1.03%
$122B
$450 Million 0.3% of portfolio
3,216
Q1 2025 Added 3.24%
$11.4B
$430 Million 0.29% of portfolio
2,720
Q1 2025 Added 0.59%
$0
$441 Million 0.29% of portfolio
8,162
Q3 2024 Reduced 1.13%
$0
$441 Million 0.29% of portfolio
5,393
Q2 2024 Added 0.04%
$296B
$426 Million 0.28% of portfolio
2,549
Q1 2025 Added 19.39%
$147B
$422 Million 0.28% of portfolio
6,074
Q1 2025 Reduced 7.66%
$170B
$419 Million 0.28% of portfolio
1,092
Q1 2025 Added 15.43%
$253B
$418 Million 0.28% of portfolio
1,681
Q1 2025 Added 7.28%
$177B
$417 Million 0.28% of portfolio
2,322
Q1 2025 Added 6.22%
$0
$413 Million 0.28% of portfolio
2,000
Q1 2025 Reduced 0.94%
$172B
$398 Million 0.27% of portfolio
8,768
Q1 2025 Added 4.64%
$241B
$404 Million 0.27% of portfolio
740
Q1 2025 Reduced 0.54%
$200B
$382 Million 0.26% of portfolio
2,550
Q1 2025 Added 3.24%
$192B
$386 Million 0.26% of portfolio
13,651
Q1 2025 Added 0.96%
$0
$391 Million 0.26% of portfolio
8,939
Q2 2023 New
$104B
$392 Million 0.26% of portfolio
6,527
Q1 2025 Reduced 1.78%
$0
$392 Million 0.26% of portfolio
1,768
Q3 2024 New
$0
$392 Million 0.26% of portfolio
14,820
Q1 2024 Added 5.8%
$256B
$395 Million 0.26% of portfolio
5,396
Q1 2025 Reduced 7.22%
$15.1B
$367 Million 0.25% of portfolio
11,074
Q1 2025 Added 0.54%
$1.27T
$374 Million 0.25% of portfolio
2,252
Q1 2025 Added 0.18%
$102B
$376 Million 0.25% of portfolio
2,179
Q1 2025 Added 6.76%
Linde PLC Shs
-
$380 Million 0.25% of portfolio
-
Q1 2025 Added 7.79%
$167B
$355 Million 0.24% of portfolio
714
Q1 2025 Added 2.59%
$305B
$360 Million 0.24% of portfolio
5,026
Q1 2025 Added 27.6%
$0
$366 Million 0.24% of portfolio
9,438
Q4 2024 Reduced 44.92%
$0
$367 Million 0.24% of portfolio
687
Q3 2024 New
$182B
$344 Million 0.23% of portfolio
695
Q1 2025 Reduced 4.79%
$119B
$344 Million 0.23% of portfolio
709
Q1 2025 Added 3.35%
$239B
$344 Million 0.23% of portfolio
2,945
Q1 2025 Added 3.37%
$58.4B
$326 Million 0.22% of portfolio
10,473
Q1 2025 Reduced 1.4%
$0
$328 Million 0.22% of portfolio
14,000
Q4 2024 Added 100.0%
$58.7B
$331 Million 0.22% of portfolio
1,941
Q1 2025 Added 1.89%
$147B
$334 Million 0.22% of portfolio
896
Q1 2025 Added 20.11%

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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