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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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