Seven Bridge Financial Group, LLC Incresed Positions in Q2 2025

Seven Bridge Financial Group, LLC

  • $519 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DRSK
ETF Ser Solutions Aptus Define

ETFs
244K
+ 44.76%
$26.75 - $28.79 $6.53M - $7.03M
790K $22.7M
META
Meta Platforms, Inc.

Communication Services
1.2K
+ 8.54%
$484.66 - $738.09 $579K - $882K
15.2K $11.2M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.4K
+ 11.74%
$141.37 - $228.57 $481K - $778K
32.4K $7.34M
AMZN
Amazon Com Inc

Consumer Cyclical
897
+ 1.3%
$167.32 - $223.3 $150K - $200K
69.8K $15.3M
AVGO
Broadcom Inc.

Technology
2.58K
+ 21.79%
$146.29 - $275.65 $377K - $710K
14.4K $3.97M
PWR
Quanta Services, Inc.

Industrials
2.69K
+ 43.13%
$239.47 - $381.26 $644K - $1.02M
8.92K $3.37M
GS
Goldman Sachs Group Inc

Financial Services
534
+ 6.24%
$462.22 - $707.75 $247K - $378K
9.09K $6.43M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.13K
+ 51.53%
$321.63 - $509.31 $684K - $1.08M
6.26K $3.19M
AMAT
Applied Materials Inc

Technology
5.66K
+ 37.08%
$126.95 - $183.52 $718K - $1.04M
20.9K $3.83M
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
33.5K
+ 45.72%
$41.2 - $42.29 $1.38M - $1.42M
107K $4.5M
MS
Morgan Stanley

Financial Services
2.16K
+ 5.71%
$99.83 - $140.86 $216K - $304K
40K $5.64M
CAT
Caterpillar Inc

Industrials
1.53K
+ 17.05%
$273.94 - $388.21 $418K - $593K
10.5K $4.07M
AZO
Autozone Inc

Consumer Cyclical
280
+ 71.25%
$3478.38 - $3880.15 $974K - $1.09M
673 $2.5M
WMT
Walmart Inc.

Consumer Defensive
1.98K
+ 2.65%
$81.79 - $99.98 $162K - $198K
76.7K $7.5M
CPRT
Copart Inc

Consumer Cyclical
22.4K
+ 84.37%
$47.72 - $63.84 $1.07M - $1.43M
49K $2.41M
MAR
Marriott International Inc

Consumer Cyclical
2.6K
+ 49.32%
$211.12 - $274.14 $548K - $712K
7.87K $2.15M
DRI
Darden Restaurants Inc

Consumer Cyclical
3.34K
+ 56.34%
$186.58 - $225.78 $624K - $755K
9.28K $2.02M
SPGI
S&P Global Inc.

Financial Services
1.37K
+ 55.96%
$438.31 - $527.29 $599K - $721K
3.81K $2.01M
DE
Deere & CO

Industrials
948
+ 13.91%
$412.99 - $531.48 $392K - $504K
7.76K $3.95M
COST
Costco Wholesale Corp

Consumer Defensive
617
+ 22.15%
$908.13 - $1056.85 $560K - $652K
3.4K $3.37M
NEE
Nextera Energy Inc

Utilities
11.1K
+ 45.26%
$64.11 - $75.0 $709K - $830K
35.5K $2.47M
CMI
Cummins Inc

Industrials
1.87K
+ 23.09%
$267.12 - $336.65 $500K - $630K
9.97K $3.26M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.35K
+ 8.87%
$149.76 - $186.42 $352K - $438K
28.8K $5.37M
SRE
Sempra Energy

Utilities
6.59K
+ 13.36%
$63.78 - $78.91 $420K - $520K
55.9K $4.24M
PGR
Progressive Corp

Financial Services
2.95K
+ 50.7%
$255.27 - $288.74 $754K - $853K
8.78K $2.34M
TMUS
T Mobile Us, Inc.

Communication Services
3.45K
+ 72.27%
$220.99 - $268.54 $763K - $928K
8.23K $1.96M
FCX
Freeport Mcmoran Inc

Basic Materials
7.37K
+ 11.96%
$29.15 - $44.46 $215K - $328K
69K $2.99M
QCOM
Qualcomm Inc

Technology
3.48K
+ 19.79%
$124.66 - $159.48 $433K - $555K
21K $3.35M
HON
Honeywell International Inc

Industrials
1.15K
+ 6.46%
$182.86 - $232.88 $209K - $267K
18.9K $4.4M
LOW
Lowes Companies Inc

Consumer Cyclical
3.29K
+ 34.56%
$210.83 - $235.28 $693K - $773K
12.8K $2.84M
LLY
Eli Lilly & CO

Healthcare
1.12K
+ 18.37%
$713.71 - $898.95 $797K - $1M
7.19K $5.61M
SBUX
Starbucks Corp

Consumer Cyclical
7.33K
+ 39.01%
$79.69 - $99.41 $584K - $729K
26.1K $2.39M
DUK
Duke Energy Corp

Utilities
5.29K
+ 18.08%
$112.46 - $124.05 $595K - $657K
34.6K $4.08M
UNP
Union Pacific Corp

Industrials
2.53K
+ 18.08%
$208.27 - $238.46 $528K - $604K
16.5K $3.81M
ZTS
Zoetis Inc.

Healthcare
3.41K
+ 38.35%
$144.41 - $170.3 $492K - $580K
12.3K $1.92M
PR
Permian Resources Corporation

Energy
32.3K
+ 16.89%
$10.36 - $14.93 $335K - $483K
224K $3.05M
ETN
Eaton Corp PLC

Industrials
140
+ 4.01%
$246.52 - $356.99 $34.5K - $50K
3.63K $1.3M
V
Visa Inc.

Financial Services
729
+ 5.29%
$308.27 - $373.31 $225K - $272K
14.5K $5.15M
DGRO
Ishares Core Dividend Growth E

ETFs
3.74K
+ 10.72%
$55.22 - $63.94 $207K - $239K
38.6K $2.47M
AMD
Advanced Micro Devices Inc

Technology
557
+ 9.85%
$78.21 - $143.81 $43.6K - $80.1K
6.21K $881K
SCHG
Schwab Strategic Tr Us Large C

ETFs
4.74K
+ 12.75%
$22.27 - $29.21 $105K - $138K
41.9K $1.22M
PSX
Phillips 66

Energy
3.5K
+ 11.56%
$92.87 - $125.73 $325K - $439K
33.7K $4.02M
SPY
Spdr S&P 500 ETF Trust

ETFs
320
+ 33.33%
$496.48 - $617.85 $159K - $198K
1.28K $790K
SPYG
Spdr Portfolio

ETFs
870
+ 9.0%
$71.83 - $95.32 $62.5K - $82.9K
10.5K $1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.37K
+ 38.25%
$390.26 - $489.06 $535K - $671K
4.96K $2.01M
NOW
Service Now, Inc.

Technology
36
+ 13.33%
$721.65 - $1040.18 $26K - $37.4K
306 $314K
TSLA
Tesla, Inc.

Consumer Cyclical
87
+ 7.3%
$221.86 - $362.89 $19.3K - $31.6K
1.28K $406K
SHW
Sherwin Williams CO

Basic Materials
420
+ 4.14%
$313.51 - $363.51 $132K - $153K
10.6K $3.63M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
1.56K
+ 28.49%
$64.31 - $75.93 $100K - $118K
7.03K $477K
Activity Summary
Buys All Purchases 76 New Holdings 9 Increased Positions 67 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 0
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