Seven Mile Advisory Incresed Positions in Q1 2025

Seven Mile Advisory

  • $150 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
97
+ 0.66%
$11.66 - $14.98 $1.13K - $1.45K
14.8K $202M
WMT
Walmart Inc.

Consumer Defensive
660
+ 5.12%
$84.5 - $105.05 $55.8K - $69.3K
13.5K $1.19B
LYG
Lloyds Banking Group PLC

Financial Services
368
+ 2.02%
$2.58 - $3.9 $949 - $1.44K
18.6K $71.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4
+ 0.03%
$42.5 - $46.71 $170 - $187
14.9K $677M
MFG
Mizuho Financial Group Inc

Financial Services
356
+ 1.95%
$4.83 - $6.04 $1.72K - $2.15K
18.6K $102M
IEF
Ishares Barclays

ETFs
62
+ 2.54%
$91.17 - $95.39 $5.65K - $5.91K
2.5K $239M
C
Citigroup Inc

Financial Services
126
+ 3.28%
$67.23 - $84.63 $8.47K - $10.7K
3.97K $282M
ASML
Asml Holding Nv

Technology
51
+ 6.64%
$662.63 - $776.99 $33.8K - $39.6K
819 $543M
ICL
Icl Group Ltd.

Basic Materials
434
+ 3.66%
$4.96 - $6.45 $2.15K - $2.8K
12.3K $69M
AMD
Advanced Micro Devices Inc

Technology
410
+ 22.74%
$96.63 - $129.55 $39.6K - $53.1K
2.21K $227M
TXN
Texas Instruments Inc

Technology
136
+ 6.22%
N/A
2.32K $417M
PEP
Pepsico Inc

Consumer Defensive
80
+ 3.24%
$142.64 - $156.42 $11.4K - $12.5K
2.55K $382M
COF
Capital One Financial Corp

Financial Services
1
+ 0.06%
$163.87 - $209.82 $164 - $210
1.61K $288M
ADBE
Adobe Inc.

Technology
146
+ 15.43%
$377.84 - $464.11 $55.2K - $67.8K
1.09K $419M
NU
Nu Holdings Ltd.

Financial Services
61
+ 0.25%
$10.12 - $13.95 $617 - $851
24.6K $251M
TMO
Thermo Fisher Scientific Inc.

Healthcare
18
+ 2.59%
$497.6 - $606.74 $8.96K - $10.9K
714 $355M
CMCSA
Comcast Corp

Communication Services
20
+ 0.12%
$33.19 - $38.23 $664 - $765
17.2K $636M
TM
Toyota Motor Corp

Consumer Cyclical
92
+ 5.65%
$176.53 - $195.35 $16.2K - $18K
1.72K $304M
Blackrock Inc Com
4
+ 1.8%
N/A
226 $214M
MS
Morgan Stanley

Financial Services
96
+ 3.37%
$111.68 - $141.08 $10.7K - $13.5K
2.95K $344M
PANW
Palo Alto Networks Inc

Technology
36
+ 1.89%
$167.82 - $208.28 $6.04K - $7.5K
1.94K $331M
DHR
Danaher Corp

Healthcare
91
+ 6.54%
$201.62 - $250.59 $18.3K - $22.8K
1.48K $304M
QQQ
Invesco Qqq Trust, Series 1

ETFs
7
+ 1.52%
$468.34 - $539.52 $3.28K - $3.78K
467 $219M
EQIX
Equinix Inc

Real Estate
10
+ 4.18%
$803.0 - $959.97 $8.03K - $9.6K
249 $203M
DIS
Walt Disney CO

Communication Services
124
+ 4.07%
$96.87 - $114.0 $12K - $14.1K
3.17K $313M
GM
General Motors CO

Consumer Cyclical
39
+ 0.83%
$45.22 - $54.92 $1.76K - $2.14K
4.74K $223M
HD
Home Depot, Inc.

Consumer Cyclical
24
+ 1.44%
$347.25 - $424.87 $8.33K - $10.2K
1.69K $620M
CRM
Salesforce, Inc.

Technology
323
+ 18.33%
$268.36 - $359.95 $86.7K - $116K
2.09K $560M
AMAT
Applied Materials Inc

Technology
144
+ 4.89%
$145.06 - $195.51 $20.9K - $28.2K
3.09K $448M
BAC
Bank Of America Corp

Financial Services
24
+ 0.16%
$39.61 - $47.74 $951 - $1.15K
14.8K $619M
TOST
Toast, Inc.

Technology
60
+ 0.54%
$32.61 - $41.98 $1.96K - $2.52K
11.1K $367M
ACN
Accenture PLC

Technology
60
+ 3.64%
$300.91 - $398.25 $18.1K - $23.9K
1.71K $534M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4
+ 0.18%
$165.25 - $224.62 $661 - $898
2.25K $374M
WSM
Williams Sonoma Inc

Consumer Cyclical
16
+ 0.59%
$158.1 - $217.71 $2.53K - $3.48K
2.72K $430M
BX
Blackstone Inc.

Financial Services
101
+ 3.24%
$136.53 - $186.74 $13.8K - $18.9K
3.22K $450M
ORCL
Oracle Corp

Technology
331
+ 5.73%
$139.81 - $186.47 $46.3K - $61.7K
6.11K $854M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
281
+ 2.33%
$507.05 - $563.67 $142K - $158K
12.4K $6.35B
GOOG
Alphabet Inc.

Communication Services
311
+ 1.98%
$156.06 - $207.71 $48.5K - $64.6K
16K $2.51B
SPY
Spdr S&P 500 ETF Trust

ETFs
30
+ 0.09%
$551.42 - $612.93 $16.5K - $18.4K
32.5K $18.2B
AAPL
Apple Inc.

Technology
1.1K
+ 2.59%
$209.68 - $247.1 $231K - $272K
43.7K $9.7B
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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