Seven Bridge Financial Group, LLC has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $443 Million distributed in 200 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $24.8M, Microsoft Corp with a value of $24.4M, Alphabet Inc. with a value of $14.3M, Amazon Com Inc with a value of $12.2M, and Schwab Strategic Tr Us Dividen with a value of $11.5M.

Examining the 13F form we can see an increase of $26.7M in the current position value, from $416M to 443M.

Below you can find more details about Seven Bridge Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $443 Million
Technology: $100 Million
ETFs: $79.4 Million
Healthcare: $58.3 Million
Consumer Defensive: $41.6 Million
Industrials: $36.3 Million
Financial Services: $33.4 Million
Communication Services: $32.2 Million
Energy: $22.7 Million
Other: $38.8 Million

Stock Holdings Table

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


  • Portfolio
  • No. of Stocks 200
  • Current Value $443 Million
  • Prior Value $416 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 19 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 100 stocks
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