Seven Bridge Financial Group, LLC Purchases in Q4 2024

Seven Bridge Financial Group, LLC

  • $496 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
COP
Conocophillips

Energy
699
+ 7.01%
$95.12 - $114.72 $66.5K - $80.2K
10.7K $1.06M
Lam Research Corp
33.2K
New
N/A
33.2K $0
Blackrock Inc
1.67K
New
N/A
1.67K $0
TAFI
Ab Active Etfs Inc Tax Aware S
23.7K
+ 9.76%
N/A
267K $0
JUCY
ETF Ser Solutions Aptus Enhanc
69K
New
N/A
69K $0
Fidelity Wise Origin Bitcoin
7.12K
+ 26.7%
N/A
33.8K $0
Linde PLC
214
+ 22.13%
N/A
1.18K $0
CEG
Constellation Energy Corp

Utilities
205
+ 15.15%
$224.28 - $285.52 $46K - $58.5K
1.56K $350K
WM
Waste Management Inc

Industrials
10
+ 1.04%
$201.79 - $228.46 $2.02K - $2.28K
972 $196K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
25
+ 0.44%
$40.38 - $44.35 $1.01K - $1.11K
5.72K $234K
UNH
Unitedhealth Group Inc

Healthcare
1.09K
+ 15.32%
$485.52 - $625.25 $530K - $683K
8.22K $4.16M
PGR
Progressive Corp

Financial Services
53
+ 3.46%
$239.6 - $268.88 $12.7K - $14.3K
1.59K $380K
SLB
Schlumberger Limited

Energy
350
+ 4.88%
$36.83 - $45.59 $12.9K - $16K
7.52K $288K
SHW
Sherwin Williams CO

Basic Materials
1.12K
+ 11.72%
$338.75 - $399.71 $378K - $446K
10.6K $3.62M
APD
Air Products & Chemicals, Inc.

Basic Materials
349
+ 2.17%
$285.5 - $335.62 $99.6K - $117K
16.5K $4.77M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10
+ 0.15%
$442.29 - $483.08 $4.42K - $4.83K
6.85K $3.11M
PG
Procter & Gamble CO

Consumer Defensive
737
+ 2.38%
$161.05 - $179.7 $119K - $132K
31.7K $5.32M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
19
+ 0.29%
$131.66 - $144.0 $2.5K - $2.74K
6.56K $866K
KO
Coca Cola CO

Consumer Defensive
894
+ 6.99%
$61.74 - $71.71 $55.2K - $64.1K
13.7K $851K
AMAT
Applied Materials Inc

Technology
1.09K
+ 17.34%
$161.44 - $213.89 $177K - $234K
7.4K $1.2M
PSX
Phillips 66

Energy
2.85K
+ 11.71%
$110.35 - $138.93 $315K - $396K
27.2K $3.1M
IEF
Ishares Barclays

ETFs
892
+ 2.71%
$92.08 - $98.18 $82.1K - $87.6K
33.8K $3.12M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
476
+ 0.32%
$51.54 - $52.55 $24.5K - $25K
148K $7.65M
BHP
Bhp Group LTD

Basic Materials
1.6K
+ 9.33%
$48.78 - $62.43 $78K - $99.8K
18.7K $914K
AMD
Advanced Micro Devices Inc

Technology
527
+ 9.36%
$118.88 - $172.8 $62.6K - $91.1K
6.16K $743K
LMT
Lockheed Martin Corp

Industrials
804
+ 12.94%
$479.66 - $614.62 $386K - $494K
7.02K $3.41M
VCIT
Vanguard Intermediate Term Cor

ETFs
55
+ 0.08%
$80.13 - $83.77 $4.41K - $4.61K
67.3K $5.4M
XOM
Exxon Mobil Corp

Energy
1.38K
+ 2.37%
$105.51 - $125.37 $146K - $173K
59.6K $6.42M
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.34K
+ 10.53%
$25.93 - $105.3 $86.6K - $352K
35.1K $977K
Activity Summary
Buys All Purchases 80 New Holdings 9 Increased Positions 71 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Seven Bridge Financial Group, LLC Portfolio

Follow Seven Bridge Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Seven Bridge Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Seven Bridge Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email