Seven Mile Advisory Portfolio Holdings

Seven Mile Advisory

  • $151 Billion
  • Q3 2024

Seven Mile Advisory has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $151 Billion distributed in 172 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 $18.8B, Nvidia Corp with a value of $13.9B, Apple Inc. with a value of $8.36B, Microsoft Corp with a value of $6.38B, and Vanguard Index Fds S&P 500 ETF with a value of $5.97B.

Examining the 13F form we can see an increase of $15.2B in the current position value, from $136B to 151B.

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 $151 Billion
ETFs: $58.5 Billion
Technology: $39 Billion
Communication Services: $12.3 Billion
Financial Services: $12 Billion
Healthcare: $10.2 Billion
Consumer Cyclical: $9.26 Billion
Consumer Defensive: $4.92 Billion
Energy: $1.79 Billion
Other: $1.47 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$267B
$584 Million 0.39% of portfolio
701
Q3 2024 Added 0.86%
$177B
$567 Million 0.38% of portfolio
2,747
Q3 2024 Added 13.47%
$251B
$557 Million 0.37% of portfolio
4,908
Q3 2024 Added 3.48%
$430B
$544 Million 0.36% of portfolio
1,342
Q3 2024 Added 3.55%
$313B
$528 Million 0.35% of portfolio
2,675
Q3 2024 Added 24.25%
$0
$525 Million 0.35% of portfolio
8,424
Q3 2024 Added 1.76%
$225B
$511 Million 0.34% of portfolio
1,884
Q3 2024 Added 7.05%
$149B
$519 Million 0.34% of portfolio
6,143
Q3 2024 Added 11.77%
$377B
$504 Million 0.33% of portfolio
12,707
Q3 2024 Added 56.32%
$276B
$503 Million 0.33% of portfolio
2,194
Q3 2024 Added 1.81%
$224B
$463 Million 0.31% of portfolio
4,023
Q3 2024 Added 7.51%
$0
$469 Million 0.31% of portfolio
8,162
Q3 2024 Reduced 1.13%
$342B
$472 Million 0.31% of portfolio
1,723
Q3 2024 Added 19.24%
$11.5B
$454 Million 0.3% of portfolio
2,933
Q3 2024 Added 102.28%
$0
$452 Million 0.3% of portfolio
2,000
Q3 2024 Reduced 67.37%
$0
$451 Million 0.3% of portfolio
5,393
Q2 2024 Added 0.04%
$176B
$419 Million 0.28% of portfolio
2,462
Q3 2024 Reduced 0.36%
$0
$419 Million 0.28% of portfolio
1,768
Q3 2024 New
$223B
$428 Million 0.28% of portfolio
2,515
Q3 2024 Added 16.49%
$91.7B
$414 Million 0.27% of portfolio
1,123
Q3 2024 Added 18.59%
$0
$410 Million 0.27% of portfolio
8,939
Q2 2023 New
$986B
$408 Million 0.27% of portfolio
2,349
Q3 2024 Added 0.17%
$0
$391 Million 0.26% of portfolio
687
Q3 2024 New
$172B
$394 Million 0.26% of portfolio
1,416
Q3 2024 Reduced 0.98%
Linde PLC Shs
-
$395 Million 0.26% of portfolio
-
Q3 2024 Added 17.92%
$127B
$397 Million 0.26% of portfolio
4,954
Q3 2024 Added 11.98%
$236B
$398 Million 0.26% of portfolio
6,028
Q3 2024 Added 1.89%
$214B
$373 Million 0.25% of portfolio
417
Q3 2024 Added 21.93%
$1.36B
$374 Million 0.25% of portfolio
3,300
Q2 2023 New
$276B
$377 Million 0.25% of portfolio
5,250
Q3 2024 Added 30.24%
$181B
$385 Million 0.25% of portfolio
8,567
Q3 2024 Added 9.52%
$206B
$369 Million 0.24% of portfolio
3,234
Q3 2024 Added 7.19%
$0
$361 Million 0.24% of portfolio
7,000
Q2 2024 Reduced 22.22%
$194B
$357 Million 0.24% of portfolio
727
Q3 2024 Added 11.33%
$206B
$348 Million 0.23% of portfolio
703
Q3 2024 Added 5.56%
$96.9B
$348 Million 0.23% of portfolio
670
Q3 2024 Added 4.69%
$201B
$349 Million 0.23% of portfolio
565
Q3 2024 Added 6.0%
$288B
$351 Million 0.23% of portfolio
6,206
Q3 2024 Reduced 0.99%
$240B
$351 Million 0.23% of portfolio
6,594
Q3 2024 Added 20.88%
$141B
$337 Million 0.22% of portfolio
2,198
Q3 2024 New
$0
$336 Million 0.22% of portfolio
1,926
Q2 2024 Added 0.05%
$203B
$325 Million 0.22% of portfolio
4,172
Q3 2024 Added 21.95%
$89B
$310 Million 0.21% of portfolio
1,931
Q3 2024 Added 1.15%
$102B
$310 Million 0.21% of portfolio
6,081
Q3 2024 Added 1.25%
$0
$310 Million 0.21% of portfolio
734
Q3 2024 New
Lam Research Corp Com New
-
$313 Million 0.21% of portfolio
-
Q3 2024 New
$116B
$315 Million 0.21% of portfolio
677
Q3 2024 Added 5.45%
$61.3B
$318 Million 0.21% of portfolio
10,768
Q3 2024 Added 4.44%
$0
$324 Million 0.21% of portfolio
4,530
Q3 2024 Reduced 4.55%

Summary

  • Portfolio
  • No. of Stocks 172
  • Current Value $151 Billion
  • Prior Value $136 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 25 stocks
  • Additional Purchases 99 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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