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
$223B
$324 Million 0.21% of portfolio
1,976
Q3 2024 Reduced 18.38%
$0
$299 Million 0.2% of portfolio
8,000
Q2 2023 New
$173B
$300 Million 0.2% of portfolio
4,638
Q3 2024 Added 0.11%
$100B
$303 Million 0.2% of portfolio
875
Q3 2024 Added 2.82%
$202B
$305 Million 0.2% of portfolio
2,514
Q3 2024 Added 4.19%
$158B
$306 Million 0.2% of portfolio
949
Q3 2024 Added 11.38%
$228B
$307 Million 0.2% of portfolio
2,941
Q3 2024 Added 1.91%
$149B
$307 Million 0.2% of portfolio
4,721
Q3 2024 Added 5.36%
$115B
$291 Million 0.19% of portfolio
852
Q3 2024 Added 4.54%
$57.5B
$284 Million 0.19% of portfolio
1,822
Q3 2024 Reduced 0.44%
$85.6B
$266 Million 0.18% of portfolio
980
Q3 2024 Added 39.4%
$165B
$266 Million 0.18% of portfolio
12,087
Q3 2024 Added 8.01%
$146B
$269 Million 0.18% of portfolio
744
Q3 2024 Added 3.05%
$0
$272 Million 0.18% of portfolio
13,000
Q2 2023 New
$97.5B
$274 Million 0.18% of portfolio
3,098
Q3 2024 Reduced 4.38%
$0
$250 Million 0.17% of portfolio
4,210
Q1 2024 Reduced 8.06%
$135B
$253 Million 0.17% of portfolio
4,038
Q3 2024 Added 0.72%
$129B
$253 Million 0.17% of portfolio
3,017
Q3 2024 New
$53.1B
$253 Million 0.17% of portfolio
918
Q3 2024 Added 13.05%
$0
$255 Million 0.17% of portfolio
663
Q3 2024 New
Gsk PLC Sponsored Adr
-
$259 Million 0.17% of portfolio
-
Q3 2024 Added 12.12%
$206B
$261 Million 0.17% of portfolio
62
Q3 2024 New
$49.5B
$264 Million 0.17% of portfolio
19,348
Q3 2024 Added 0.25%
$0
$264 Million 0.17% of portfolio
7,000
Q4 2023 New
$13.9B
$263 Million 0.17% of portfolio
7,359
Q3 2024 Added 3.04%
$125B
$263 Million 0.17% of portfolio
686
Q3 2024 Added 8.2%
$318B
$263 Million 0.17% of portfolio
1,784
Q3 2024 Reduced 18.32%
$101B
$235 Million 0.16% of portfolio
7,598
Q3 2024 Added 6.43%
$0
$235 Million 0.16% of portfolio
10,030
Q2 2024 New
$183B
$236 Million 0.16% of portfolio
5,215
Q3 2024 Added 9.97%
$156B
$237 Million 0.16% of portfolio
932
Q3 2024 New
$71.8B
$237 Million 0.16% of portfolio
1,584
Q3 2024 Added 0.25%
$71.4B
$238 Million 0.16% of portfolio
8,183
Q2 2023 New
$239B
$241 Million 0.16% of portfolio
1,348
Q3 2024 Added 1.74%
$82.8B
$241 Million 0.16% of portfolio
1,234
Q3 2024 Added 4.58%
$0
$241 Million 0.16% of portfolio
4,120
Q3 2024 Added 2.49%
$211B
$242 Million 0.16% of portfolio
2,513
Q3 2024 Reduced 5.56%
$0
$247 Million 0.16% of portfolio
3,421
Q3 2024 Reduced 14.75%
$0
$219 Million 0.15% of portfolio
2,236
Q3 2024 Added 1.36%
$13.8B
$222 Million 0.15% of portfolio
7,842
Q3 2024 Reduced 0.88%
$0
$222 Million 0.15% of portfolio
1,106
Q1 2024 New
$0
$225 Million 0.15% of portfolio
460
Q3 2024 Reduced 61.98%
$0
$226 Million 0.15% of portfolio
7,000
Q4 2023 New
$0
$228 Million 0.15% of portfolio
1,305
Q3 2024 New
$0
$232 Million 0.15% of portfolio
3,720
Q1 2024 Reduced 7.99%
$133B
$233 Million 0.15% of portfolio
3,751
Q3 2024 New
$89.6B
$205 Million 0.14% of portfolio
4,329
Q3 2024 New
$198B
$207 Million 0.14% of portfolio
1,099
Q3 2024 New
$168B
$212 Million 0.14% of portfolio
410
Q3 2024 New

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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