Seven Mile Advisory has filed its 13F form on August 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $136 Billion distributed in 154 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 $17B, Nvidia Corp with a value of $14.2B, Apple Inc. with a value of $6.31B, Microsoft Corp with a value of $6.08B, and Vanguard Index Fds S&P 500 ETF with a value of $5.81B.

Examining the 13F form we can see an increase of $4.16B in the current position value, from $132B to 136B.

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 $136 Billion
ETFs: $53.9 Billion
Technology: $36.8 Billion
Communication Services: $12 Billion
Financial Services: $9.34 Billion
Healthcare: $8.28 Billion
Consumer Cyclical: $7.47 Billion
Consumer Defensive: $4.2 Billion
Energy: $1.86 Billion
Other: $855 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 154
  • Current Value $136 Billion
  • Prior Value $132 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 08, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 10 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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