Seven Bridge Financial Group, LLC Portfolio Holdings
Seven Bridge Financial Group, LLC
- $443 Million
- Q1 2024
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
Summary
- 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