Seven Mile Advisory Portfolio Holdings

Seven Mile Advisory

  • $150 Billion
  • Q1 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$215B
$335 Million 0.22% of portfolio
4,560
Q1 2025 Added 11.08%
$136B
$309 Million 0.21% of portfolio
2,754
Q1 2025 Added 3.22%
$0
$311 Million 0.21% of portfolio
1,925
Q4 2024 Reduced 0.05%
$150B
$312 Million 0.21% of portfolio
3,092
Q1 2025 Added 1.31%
$284B
$312 Million 0.21% of portfolio
1,560
Q1 2025 Added 6.48%
$223B
$313 Million 0.21% of portfolio
3,173
Q1 2025 Added 4.07%
$253B
$313 Million 0.21% of portfolio
5,456
Q1 2025 Added 0.94%
$91B
$318 Million 0.21% of portfolio
968
Q1 2025 Added 14.15%
$226B
$295 Million 0.2% of portfolio
64
Q1 2025 Reduced 1.54%
Lam Research Corp Com New
-
$296 Million 0.2% of portfolio
-
Q1 2025 Added 13.45%
$233B
$304 Million 0.2% of portfolio
1,721
Q1 2025 Added 5.65%
$142B
$304 Million 0.2% of portfolio
1,483
Q1 2025 Added 6.54%
$160B
$278 Million 0.19% of portfolio
891
Q1 2025 New
$72.8B
$278 Million 0.19% of portfolio
2,964
Q1 2025 Added 33.03%
$30.2B
$279 Million 0.19% of portfolio
10,997
Q1 2025 Added 2.34%
$68B
$279 Million 0.19% of portfolio
8,183
Q2 2023 New
$145B
$282 Million 0.19% of portfolio
996
Q1 2025 Added 11.28%
$83.5B
$287 Million 0.19% of portfolio
660
Q1 2025 New
$83.7B
$288 Million 0.19% of portfolio
1,606
Q1 2025 Added 0.06%
$0
$288 Million 0.19% of portfolio
13,000
Q2 2023 New
$0
$289 Million 0.19% of portfolio
8,000
Q2 2023 New
$194B
$290 Million 0.19% of portfolio
364
Q1 2025 Reduced 11.65%
$31.6B
$291 Million 0.19% of portfolio
8,909
Q1 2025 New
$89.5B
$265 Million 0.18% of portfolio
19,477
Q1 2025 Reduced 7.25%
$118B
$266 Million 0.18% of portfolio
2,533
Q1 2025 Reduced 2.13%
$0
$269 Million 0.18% of portfolio
3,917
Q4 2024 Reduced 13.53%
$282B
$269 Million 0.18% of portfolio
1,010
Q1 2025 Added 1.61%
$0
$272 Million 0.18% of portfolio
11,841
Q1 2025 Added 18.06%
$173B
$273 Million 0.18% of portfolio
4,224
Q1 2025 Added 5.73%
$143B
$249 Million 0.17% of portfolio
37,177
Q1 2025 Added 0.63%
$0
$250 Million 0.17% of portfolio
673
Q4 2024 Added 1.51%
$49.8B
$251 Million 0.17% of portfolio
24,551
Q1 2025 Added 0.25%
$79.5B
$260 Million 0.17% of portfolio
1,176
Q1 2025 Reduced 1.67%
$0
$234 Million 0.16% of portfolio
1,353
Q4 2024 Added 3.68%
$115B
$235 Million 0.16% of portfolio
7,657
Q1 2025 Reduced 2.32%
Gsk PLC Sponsored Adr
-
$238 Million 0.16% of portfolio
-
Q1 2025 New
$61.6B
$238 Million 0.16% of portfolio
2,738
Q1 2025 New
$0
$239 Million 0.16% of portfolio
2,501
Q1 2025 Added 2.54%
$0
$241 Million 0.16% of portfolio
3,364
Q4 2024 Reduced 1.67%
$7.85B
$241 Million 0.16% of portfolio
20,149
Q1 2025 Added 13.37%
$88B
$242 Million 0.16% of portfolio
951
Q1 2025 Reduced 3.74%
$0
$243 Million 0.16% of portfolio
4,210
Q1 2024 Reduced 8.06%
$119B
$246 Million 0.16% of portfolio
2,736
Q1 2025 Added 5.6%
$302B
$246 Million 0.16% of portfolio
2,918
Q1 2025 New
$0
$219 Million 0.15% of portfolio
467
Q1 2025 Added 1.52%
$53.1B
$221 Million 0.15% of portfolio
846
Q1 2025 Added 17.99%
$75.6B
$223 Million 0.15% of portfolio
4,737
Q1 2025 Added 0.83%
$3.14B
$223 Million 0.15% of portfolio
2,413
Q1 2025 New
$142B
$224 Million 0.15% of portfolio
1,840
Q1 2025 Reduced 1.6%

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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