Seven Bridge Financial Group, LLC Purchases in Q3 2024

Seven Bridge Financial Group, LLC

  • $552 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
287K
+ 197.14%
$77.02 - $85.06 $22.1M - $24.4M
432K $36.5M
LRCX
Lam Research Corp

Technology
29.5K
+ 906.45%
$731.56 - $1127.3 $21.6M - $33.3M
32.8K $26.7M
AAPL
Apple Inc.

Technology
156
+ 0.11%
$207.23 - $234.82 $32.3K - $36.6K
145K $33.7M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
35.5K
+ 28.81%
$81.31 - $83.29 $2.89M - $2.96M
159K $13.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
23.3K
+ 276.33%
$92.63 - $105.69 $2.16M - $2.46M
31.7K $3.31M
ORCL
Oracle Corp

Technology
1.71K
+ 3.39%
$125.9 - $170.35 $216K - $292K
52.2K $8.89M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
33K
+ 87.34%
$36.98 - $41.55 $1.22M - $1.37M
70.8K $2.91M
WMT
Walmart Inc.

Consumer Defensive
4.4K
+ 5.9%
$66.91 - $81.4 $294K - $358K
78.9K $6.37M
LQD
Ishares Iboxx $ Investment Gra

ETFs
6.39K
+ 7.61%
$106.11 - $113.72 $678K - $727K
90.3K $10.2M
IBM
International Business Machines Corp

Technology
585
+ 3.45%
$175.1 - $223.38 $102K - $131K
17.6K $3.88M
SHW
Sherwin Williams CO

Basic Materials
262
+ 2.83%
$294.65 - $384.0 $77.2K - $101K
9.53K $3.63M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
6.62K
+ 54.93%
$114.73 - $120.23 $760K - $796K
18.7K $2.23M
JNJ
Johnson & Johnson

Healthcare
727
+ 1.6%
$145.48 - $167.38 $106K - $122K
46.2K $7.49M
LMT
Lockheed Martin Corp

Industrials
207
+ 3.45%
$460.3 - $584.56 $95.3K - $121K
6.22K $3.63M
APD
Air Products & Chemicals, Inc.

Basic Materials
660
+ 4.27%
$247.34 - $300.11 $163K - $198K
16.1K $4.79M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.21K
+ 6.42%
$156.14 - $187.2 $189K - $227K
20.1K $3.72M
CSCO
Cisco Systems, Inc.

Technology
2.97K
+ 2.76%
$44.74 - $53.22 $133K - $158K
110K $5.87M
PR
Permian Resources Corporation

Energy
55.4K
New
$12.9 - $16.79 $714K - $929K
55.4K $753K
RTX
Raytheon Technologies Corp

Industrials
689
+ 2.17%
$99.55 - $123.34 $68.6K - $85K
32.4K $3.93M
TGT
Target Corp

Consumer Defensive
2.64K
+ 7.13%
$133.47 - $159.25 $353K - $421K
39.7K $6.19M
JPM
Jpmorgan Chase & CO

Financial Services
1.43K
+ 3.15%
$194.9 - $224.8 $279K - $321K
46.8K $9.86M
HD
Home Depot, Inc.

Consumer Cyclical
356
+ 4.2%
$333.64 - $405.2 $119K - $144K
8.84K $3.58M
UNH
Unitedhealth Group Inc

Healthcare
211
+ 3.05%
$488.01 - $604.18 $103K - $127K
7.13K $4.17M
HSY
Hershey CO

Consumer Defensive
1.64K
+ 4.16%
$182.45 - $203.25 $300K - $334K
41.1K $7.89M
ABBV
Abb Vie Inc.

Healthcare
363
+ 1.77%
$163.84 - $199.33 $59.5K - $72.4K
20.9K $4.13M
PEP
Pepsico Inc

Consumer Defensive
1.87K
+ 4.04%
$161.9 - $179.3 $303K - $336K
48.2K $8.2M
BMY
Bristol Myers Squibb CO

Healthcare
1.09K
+ 2.38%
$39.66 - $51.75 $43.3K - $56.6K
47K $2.43M
AMGN
Amgen Inc

Healthcare
1.08K
+ 6.18%
$309.38 - $337.38 $334K - $364K
18.5K $5.97M
PG
Procter & Gamble CO

Consumer Defensive
1.58K
+ 5.37%
$160.76 - $177.82 $254K - $281K
31K $5.37M
UL
Unilever PLC

Consumer Defensive
1.25K
+ 2.93%
$54.7 - $65.59 $68.4K - $82K
43.9K $2.85M
SCHX
Schwab Strategic Tr Us Large C

ETFs
7.24K
+ 199.83%
$61.11 - $67.85 $442K - $491K
10.9K $736K
HYG
Ishares Tr

ETFs
3.73K
+ 5.83%
$76.72 - $80.36 $286K - $299K
67.7K $5.43M
SNPS
Synopsys Inc

Technology
935
New
$463.97 - $621.3 $434K - $581K
935 $473K
ABT
Abbott Laboratories

Healthcare
1.15K
+ 3.51%
$100.07 - $118.13 $115K - $136K
34K $3.88M
MCD
Mcdonalds Corp

Consumer Cyclical
354
+ 5.0%
$245.82 - $304.51 $87K - $108K
7.44K $2.27M
ELV
Elevance Health, Inc.

Healthcare
903
+ 114.89%
$500.12 - $562.29 $452K - $508K
1.69K $878K
NSC
Norfolk Southern Corp

Industrials
140
+ 1.14%
$213.75 - $259.69 $29.9K - $36.4K
12.4K $3.07M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.12K
+ 6.42%
$64.35 - $75.71 $136K - $161K
35.1K $2.59M
VLO
Valero Energy Corp

Energy
3.16K
New
$132.81 - $163.48 $419K - $516K
3.16K $426K
LLY
Eli Lilly & CO

Healthcare
561
+ 12.71%
$772.14 - $960.02 $433K - $539K
4.98K $4.41M
GS
Goldman Sachs Group Inc

Financial Services
361
+ 6.71%
$459.02 - $510.25 $166K - $184K
5.74K $2.84M
CAT
Caterpillar Inc

Industrials
308
+ 6.2%
$316.8 - $391.12 $97.6K - $120K
5.27K $2.06M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
6.1K
New
$56.16 - $68.57 $343K - $418K
6.1K $405K
POET
Poet Technologies Inc.

Technology
57.1K
+ 92.76%
$2.38 - $5.39 $136K - $308K
119K $527K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.67K
+ 2.55%
$79.29 - $84.02 $133K - $141K
67.2K $5.63M
PFE
Pfizer Inc

Healthcare
7.99K
+ 4.96%
$27.7 - $31.39 $221K - $251K
169K $4.89M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.26K
+ 2.26%
$51.02 - $52.74 $166K - $172K
147K $7.77M
DUK
Duke Energy Corp

Utilities
1.39K
+ 10.16%
$99.35 - $117.71 $138K - $164K
15.1K $1.74M
PLTR
Palantir Technologies Inc.

Technology
109
+ 0.36%
$24.09 - $37.95 $2.63K - $4.14K
30K $1.11M
Activity Summary
Buys All Purchases 124 New Holdings 17 Increased Positions 107 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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