Seven Mile Advisory Portfolio Holdings

Seven Mile Advisory

  • $132 Billion
  • Q1 2024

Seven Mile Advisory has filed its 13F form on May 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $132 Billion distributed in 158 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 $16.4B, Nvidia Corp with a value of $10.3B, Microsoft Corp with a value of $6.01B, Apple Inc. with a value of $5.92B, and Vanguard Index Fds S&P 500 ETF with a value of $5.53B.

Examining the 13F form we can see an increase of $16.5B in the current position value, from $115B to 132B.

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 $132 Billion
ETFs: $52.2 Billion
Technology: $32.3 Billion
Communication Services: $12.1 Billion
Financial Services: $10.1 Billion
Healthcare: $8.48 Billion
Consumer Cyclical: $8.37 Billion
Consumer Defensive: $3.36 Billion
Energy: $2.15 Billion
Other: $1.41 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.4 Billion 12.47% of portfolio
31,424
Q1 2024 Added 0.97%
$306B
$10.3 Billion 7.81% of portfolio
11,390
Q1 2024 Added 1.47%
$3.42T
$6.01 Billion 4.56% of portfolio
14,282
Q1 2024 Added 1.95%
$3.54T
$5.92 Billion 4.49% of portfolio
34,503
Q1 2024 Reduced 0.01%
$0
$5.53 Billion 4.19% of portfolio
11,497
Q1 2024 Added 2.62%
$2.04T
$5 Billion 3.79% of portfolio
27,697
Q1 2024 Added 0.74%
$0
$3.57 Billion 2.71% of portfolio
144,409
Q1 2024 Added 1.47%
$0
$3 Billion 2.28% of portfolio
51,742
Q1 2024 Added 5.23%
$0
$2.95 Billion 2.24% of portfolio
36,678
Q1 2024 Added 5.34%
$1.14T
$2.1 Billion 1.59% of portfolio
13,799
Q1 2024 Reduced 0.2%
$1.15T
$2.07 Billion 1.57% of portfolio
4,262
Q1 2024 Added 2.11%
$1.11T
$1.84 Billion 1.39% of portfolio
12,176
Q1 2024 Added 5.39%
$613B
$1.82 Billion 1.38% of portfolio
9,065
Q1 2024 Added 0.79%
$0
$1.79 Billion 1.36% of portfolio
5,315
Q4 2023 Added 61.75%
$22.1B
$1.76 Billion 1.34% of portfolio
153,661
Q1 2024 Added 29.32%
$0
$1.46 Billion 1.11% of portfolio
20,076
Q1 2024 Added 5.34%
$0
$1.4 Billion 1.06% of portfolio
27,960
Q2 2023 New
$0
$1.28 Billion 0.97% of portfolio
6,130
Q4 2023 Added 0.15%
$302B
$1.22 Billion 0.93% of portfolio
2,013
Q1 2024 Reduced 5.93%
$0
$1.19 Billion 0.9% of portfolio
9,306
Q2 2023 New
$60.9B
$1.16 Billion 0.88% of portfolio
4,382
Q1 2024 Reduced 9.03%
$439B
$1.12 Billion 0.85% of portfolio
4,007
Q1 2024 Added 1.75%
$424B
$1.09 Billion 0.83% of portfolio
2,271
Q1 2024 Added 3.46%
$0
$950 Million 0.72% of portfolio
18,944
Q1 2024 Added 0.85%
$323B
$917 Million 0.7% of portfolio
7,143
Q1 2024 Added 3.97%
$530B
$859 Million 0.65% of portfolio
2,042
Q1 2024 Added 2.3%
$862B
$850 Million 0.64% of portfolio
1,092
Q1 2024 Added 3.02%
$380B
$830 Million 0.63% of portfolio
1,132
Q1 2024 Added 0.27%
$466B
$809 Million 0.61% of portfolio
1,636
Q1 2024 Reduced 1.33%
$671B
$773 Million 0.59% of portfolio
583
Q1 2024 Added 3.0%
$382B
$753 Million 0.57% of portfolio
4,757
Q1 2024 Added 16.42%
$168B
$739 Million 0.56% of portfolio
17,045
Q1 2024 Added 2.22%
$185B
$715 Million 0.54% of portfolio
11,891
Q1 2024 Added 201.57%
$0
$704 Million 0.53% of portfolio
17,134
Q1 2024 Reduced 1.03%
-
$699 Million 0.53% of portfolio
-
Q1 2024 Added 4.67%
$0
$694 Million 0.53% of portfolio
3,300
Q2 2023 New
$416B
$669 Million 0.51% of portfolio
689
Q1 2024 Added 2.99%
$386B
$658 Million 0.5% of portfolio
5,236
Q4 2023 Added 10.6%
$366B
$634 Million 0.48% of portfolio
1
Q2 2023 New
$128B
$614 Million 0.47% of portfolio
13,910
Q1 2024 Added 0.88%
$0
$613 Million 0.46% of portfolio
14,670
Q1 2024 Added 0.03%
$324B
$612 Million 0.46% of portfolio
4,638
Q1 2024 Added 0.94%
$0
$589 Million 0.45% of portfolio
3,151
Q1 2024 Reduced 0.32%
$0
$591 Million 0.45% of portfolio
9,482
Q1 2024 Added 0.16%
$0
$593 Million 0.45% of portfolio
7,021
Q1 2024 Reduced 0.34%
$185B
$599 Million 0.45% of portfolio
921
Q1 2024 Added 1.66%
$191B
$578 Million 0.44% of portfolio
1,669
Q1 2024 Added 2.08%
$182B
$572 Million 0.43% of portfolio
2,028
Q1 2024 Added 1.35%
$207B
$568 Million 0.43% of portfolio
2,755
Q1 2024 Added 2.65%

Summary

  • Portfolio
  • No. of Stocks 158
  • Current Value $132 Billion
  • Prior Value $115 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 08, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 12 stocks
  • Additional Purchases 89 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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