Seven Bridge Financial Group, LLC Incresed Positions in Q1 2025

Seven Bridge Financial Group, LLC

  • $478 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DRSK
ETF Ser Solutions Aptus Define

ETFs
397K
+ 266.73%
$27.06 - $28.25 $10.7M - $11.2M
546K $14.9M
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
57.6K
+ 369.33%
$40.77 - $42.27 $2.35M - $2.44M
73.2K $3.08M
LLY
Eli Lilly & CO

Healthcare
1.4K
+ 30.02%
$725.72 - $929.72 $1.02M - $1.3M
6.08K $5.02M
UNP
Union Pacific Corp

Industrials
5.53K
+ 65.11%
$225.21 - $254.42 $1.24M - $1.41M
14K $3.31M
ISRG
Intuitive Surgical Inc

Healthcare
2.79K
+ 635.84%
$476.63 - $610.45 $1.33M - $1.7M
3.22K $1.6M
PWR
Quanta Services, Inc.

Industrials
5.51K
+ 758.4%
$236.71 - $358.03 $1.3M - $1.97M
6.23K $1.58M
PGR
Progressive Corp

Financial Services
4.24K
+ 267.11%
$235.61 - $291.22 $999K - $1.23M
5.83K $1.65M
COST
Costco Wholesale Corp

Consumer Defensive
1.29K
+ 86.73%
$890.62 - $1076.86 $1.15M - $1.39M
2.79K $2.63M
META
Meta Platforms, Inc.

Communication Services
2.35K
+ 20.14%
$576.36 - $736.67 $1.35M - $1.73M
14K $8.06M
NEE
Nextera Energy Inc

Utilities
16.2K
+ 197.76%
$66.96 - $76.16 $1.09M - $1.24M
24.4K $1.73M
SBUX
Starbucks Corp

Consumer Cyclical
9.98K
+ 113.15%
$91.75 - $115.81 $915K - $1.16M
18.8K $1.84M
LOW
Lowes Companies Inc

Consumer Cyclical
4.62K
+ 94.56%
$222.66 - $268.42 $1.03M - $1.24M
9.51K $2.22M
AMAT
Applied Materials Inc

Technology
7.85K
+ 105.98%
$145.06 - $195.51 $1.14M - $1.53M
15.2K $2.21M
DE
Deere & CO

Industrials
1.64K
+ 31.64%
$408.57 - $509.27 $669K - $834K
6.82K $3.2M
ZTS
Zoetis Inc.

Healthcare
5.65K
+ 174.51%
$156.48 - $175.67 $884K - $992K
8.89K $1.46M
PR
Permian Resources Corporation

Energy
71.9K
+ 60.22%
$12.33 - $16.0 $887K - $1.15M
191K $2.65M
GS
Goldman Sachs Group Inc

Financial Services
1.99K
+ 30.35%
$524.81 - $672.19 $1.05M - $1.34M
8.56K $4.67M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.67K
+ 87.64%
$497.6 - $606.74 $833K - $1.02M
3.58K $1.78M
EOG
Eog Resources Inc

Energy
4.73K
+ 17.79%
$120.54 - $138.05 $571K - $653K
31.3K $4.02M
QCOM
Qualcomm Inc

Technology
4.78K
+ 37.42%
$151.94 - $175.86 $727K - $841K
17.6K $2.7M
CMI
Cummins Inc

Industrials
2.9K
+ 55.85%
$312.92 - $386.07 $908K - $1.12M
8.1K $2.54M
SRE
Sempra Energy

Utilities
16.5K
+ 50.34%
$67.85 - $87.67 $1.12M - $1.45M
49.3K $3.52M
PSX
Phillips 66

Energy
3.02K
+ 11.08%
$113.93 - $131.55 $344K - $397K
30.2K $3.73M
CAT
Caterpillar Inc

Industrials
2.55K
+ 39.82%
$326.75 - $407.63 $833K - $1.04M
8.95K $2.95M
FANG
Diamondback Energy, Inc.

Energy
4.27K
+ 20.94%
$139.9 - $180.18 $597K - $769K
24.7K $3.94M
MS
Morgan Stanley

Financial Services
7.09K
+ 23.03%
$111.68 - $141.08 $791K - $1M
37.8K $4.42M
FCX
Freeport Mcmoran Inc

Basic Materials
13.5K
+ 27.94%
$34.5 - $43.01 $464K - $579K
61.6K $2.33M
AVGO
Broadcom Inc.

Technology
5.25K
+ 79.85%
$167.43 - $244.7 $879K - $1.28M
11.8K $1.98M
PNC
Pnc Financial Services Group, Inc.

Financial Services
4.71K
+ 21.63%
$168.84 - $202.89 $795K - $955K
26.5K $4.65M
PG
Procter & Gamble CO

Consumer Defensive
810
+ 2.55%
$158.56 - $176.26 $128K - $143K
32.5K $5.54M
UNH
Unitedhealth Group Inc

Healthcare
37
+ 0.45%
$461.52 - $548.18 $17.1K - $20.3K
8.26K $4.33M
COP
Conocophillips

Energy
534
+ 5.0%
$88.6 - $105.85 $47.3K - $56.5K
11.2K $1.18M
LNG
Cheniere Energy, Inc.

Energy
26
+ 2.37%
$209.32 - $253.66 $5.44K - $6.6K
1.12K $259K
IVV
Ishares Core S&P 500 ETF

ETFs
58
+ 10.07%
$554.06 - $615.85 $32.1K - $35.7K
634 $356K
APH
Amphenol Corp

Technology
500
+ 8.53%
$61.62 - $78.55 $30.8K - $39.3K
6.36K $417K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
23
+ 0.4%
$39.96 - $43.3 $919 - $996
5.74K $236K
Linde PLC
3.28K
+ 277.73%
N/A
4.46K $0
Blackrock Inc
1.01K
+ 60.26%
N/A
2.68K $0
Fidelity Wise Origin Bitcoin
16.3K
+ 48.33%
N/A
50.1K $0
JUCY
ETF Ser Solutions Aptus Enhanc
99.9K
+ 144.88%
N/A
169K $0
XLO
Xilio Therapeutics, Inc.

Healthcare
5K
+ 12.2%
$0.65 - $1.48 $3.25K - $7.4K
46K $33K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4.56K
+ 18.68%
$165.25 - $224.62 $754K - $1.03M
29K $4.81M
NXE
Nex Gen Energy Ltd.

Energy
250
+ 2.08%
$4.49 - $7.49 $1.12K - $1.87K
12.3K $55K
AXP
American Express CO

Financial Services
2
+ 0.2%
$255.39 - $325.87 $511 - $652
1K $269K
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.1K
+ 5.97%
$24.91 - $29.02 $52.2K - $60.8K
37.2K $930K
HON
Honeywell International Inc

Industrials
633
+ 3.7%
$202.75 - $226.52 $128K - $143K
17.7K $3.75M
TSLA
Tesla, Inc.

Consumer Cyclical
73
+ 6.52%
$222.15 - $428.22 $16.2K - $31.3K
1.19K $308K
POET
Poet Technologies Inc.

Technology
10.5K
+ 11.23%
$3.29 - $6.75 $34.5K - $70.7K
104K $392K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
41
+ 0.22%
$62.43 - $84.12 $2.56K - $3.45K
18.8K $1.23M
Activity Summary
Buys All Purchases 61 New Holdings 10 Increased Positions 51 Sells All Sells 135 Reductions 135 Sold out 0 Options Calls 0 Puts 0
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