Seven Mile Advisory Reduced Holdings in Q4 2024

Seven Mile Advisory

  • $157 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
-7.38K
- 19.28%
$80.13 - $83.77 $592K - $618K
30.9K $2.48B
DFAE
Dimensional ETF Tr

ETFs
-14.1K
- 8.56%
$25.36 - $28.15 $357K - $397K
151K $3.82B
VGSH
Vanguard

ETFs
-9.66K
- 17.91%
$58.02 - $58.88 $561K - $569K
44.3K $2.58B
GUNR
Flexshares Tr Morningstar Glob

ETFs
-7.7K
- 44.92%
$36.15 - $41.9 $278K - $322K
9.44K $343M
NVO
Novo Nordisk A S

Healthcare
-843
- 11.36%
$85.0 - $120.04 $71.7K - $101K
6.58K $566M
JNJ
Johnson & Johnson

Healthcare
-1.49K
- 25.42%
$143.34 - $165.86 $213K - $246K
4.36K $630M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-3.25K
- 15.6%
$71.75 - $75.11 $233K - $244K
17.6K $1.26B
UNH
Unitedhealth Group Inc

Healthcare
-294
- 15.66%
$485.52 - $625.25 $143K - $184K
1.58K $801M
ADBE
Adobe Inc.

Technology
-251
- 20.97%
$437.39 - $552.96 $110K - $139K
946 $421M
AMAT
Applied Materials Inc

Technology
-220
- 6.95%
$161.44 - $213.89 $35.5K - $47.1K
2.95K $479M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.71K
- 10.26%
$44.04 - $49.49 $75.2K - $84.5K
14.9K $658M
KO
Coca Cola CO

Consumer Defensive
-1.31K
- 24.97%
$61.74 - $71.71 $80.9K - $94K
3.94K $245M
NVS
Novartis Ag

Healthcare
-436
- 10.84%
$96.78 - $117.18 $42.2K - $51.1K
3.59K $349M
AMD
Advanced Micro Devices Inc

Technology
-173
- 8.76%
$118.88 - $172.8 $20.6K - $29.9K
1.8K $218M
XOM
Exxon Mobil Corp

Energy
-441
- 8.8%
$105.51 - $125.37 $46.5K - $55.3K
4.57K $492M
CMCSA
Comcast Corp

Communication Services
-297
- 1.7%
$37.39 - $45.14 $11.1K - $13.4K
17.2K $646M
TTE
Total Energies Se

Energy
-643
- 13.86%
N/A
4K $218M
Linde PLC Shs
-72
- 8.69%
N/A
757 $317M
DHR
Danaher Corp

Healthcare
-24
- 1.69%
$226.16 - $274.52 $5.43K - $6.59K
1.39K $320M
CI
Cigna Corp

Healthcare
-27
- 3.09%
$265.59 - $358.58 $7.17K - $9.68K
848 $234M
EWJ
Ishares Msci Japan ETF

ETFs
-613
- 13.53%
$66.18 - $71.84 $40.6K - $44K
3.92K $263M
AZN
Astrazeneca PLC

Healthcare
-67
- 1.61%
$63.2 - $79.58 $4.23K - $5.33K
4.11K $269M
TGT
Target Corp

Consumer Defensive
-119
- 6.53%
$121.59 - $160.69 $14.5K - $19.1K
1.7K $230M
PEP
Pepsico Inc

Consumer Defensive
-45
- 1.79%
$151.29 - $176.1 $6.81K - $7.92K
2.47K $376M
VZ
Verizon Communications Inc

Communication Services
-188
- 2.19%
$39.6 - $45.21 $7.44K - $8.5K
8.38K $335M
INTU
Intuit Inc

Technology
-90
- 8.47%
$602.01 - $706.25 $54.2K - $63.6K
973 $612M
ADSK
Autodesk, Inc.

Technology
-201
- 21.9%
N/A
717 $212M
SHEL
Shell PLC

Energy
-212
- 3.52%
$60.63 - $70.23 $12.9K - $14.9K
5.82K $364M
SAN
Banco Santander, S.A.

Financial Services
-1.39K
- 3.62%
$4.49 - $5.05 $6.24K - $7.01K
36.9K $168M
PGR
Progressive Corp

Financial Services
-37
- 3.97%
$239.6 - $268.88 $8.87K - $9.95K
895 $214M
ACN
Accenture PLC

Technology
-29
- 1.73%
$343.9 - $376.86 $9.97K - $10.9K
1.65K $580M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-57
- 1.67%
$70.12 - $75.48 $4K - $4.3K
3.36K $237M
LYG
Lloyds Banking Group PLC

Financial Services
-85
- 0.46%
$2.67 - $3.23 $227 - $275
18.3K $49.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-50
- 0.59%
$61.68 - $67.87 $3.08K - $3.39K
8.37K $522M
MFG
Mizuho Financial Group Inc

Financial Services
-1.2K
- 6.19%
$4.05 - $5.26 $4.87K - $6.33K
18.2K $89.1M
MFC
Manulife Financial Corp

Financial Services
-146
- 1.36%
$29.21 - $32.87 $4.26K - $4.8K
10.6K $326M
C
Citigroup Inc

Financial Services
-197
- 4.88%
$61.31 - $72.5 $12.1K - $14.3K
3.84K $270M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-1
- 0.05%
$170.03 - $192.78 $170 - $193
1.93K $356M
SAP
Sap Se

Technology
-43
- 1.96%
$218.13 - $255.54 $9.38K - $11K
2.15K $530M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-101
- 4.3%
$172.07 - $207.36 $17.4K - $20.9K
2.25K $444M
WSM
Williams Sonoma Inc

Consumer Cyclical
-229
- 7.81%
$129.13 - $198.21 $29.6K - $45.4K
2.7K $501M
MS
Morgan Stanley

Financial Services
-92
- 3.13%
$104.42 - $134.99 $9.61K - $12.4K
2.85K $358M
NOW
Service Now, Inc.

Technology
-5
- 1.2%
$867.18 - $1148.42 $4.34K - $5.74K
412 $437M
SPY
Spdr S&P 500 ETF Trust

ETFs
-338
- 1.03%
$567.81 - $607.81 $192K - $205K
32.4K $19B
Activity Summary
Buys All Purchases 96 New Holdings 14 Increased Positions 82 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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