Seven Bridge Financial Group, LLC Reduced Holdings in Q4 2024

Seven Bridge Financial Group, LLC

  • $496 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.71K
- 0.39%
$26.93 - $84.95 $45.9K - $145K
431K $11.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-17.1K
- 24.17%
$18.41 - $40.87 $315K - $699K
53.7K $993K
HSY
Hershey CO

Consumer Defensive
-4.7K
- 11.43%
$168.67 - $193.65 $793K - $910K
36.4K $6.17M
PFE
Pfizer Inc

Healthcare
-37.3K
- 22.09%
$24.8 - $30.19 $926K - $1.13M
132K $3.49M
AMGN
Amgen Inc

Healthcare
-730
- 3.94%
$258.78 - $328.31 $189K - $240K
17.8K $4.64M
MRK
Merck & Co., Inc.

Healthcare
-3.93K
- 6.5%
$96.31 - $114.76 $379K - $451K
56.5K $5.62M
PEP
Pepsico Inc

Consumer Defensive
-2.1K
- 4.35%
$151.29 - $176.1 $317K - $369K
46.1K $7.01M
UBER
Uber Technologies, Inc

Technology
-2.74K
- 4.01%
$59.93 - $86.34 $164K - $237K
65.7K $3.96M
MSFT
Microsoft Corp

Technology
-1.19K
- 2.03%
$406.35 - $454.46 $482K - $539K
57.2K $24.1M
JNJ
Johnson & Johnson

Healthcare
-701
- 1.52%
$143.34 - $165.86 $100K - $116K
45.5K $6.58M
TGT
Target Corp

Consumer Defensive
-87
- 0.22%
$121.59 - $160.69 $10.6K - $14K
39.6K $5.36M
LLY
Eli Lilly & CO

Healthcare
-303
- 6.09%
$727.2 - $932.06 $220K - $282K
4.67K $3.61M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-10.6K
- 14.69%
$57.53 - $60.83 $612K - $648K
61.8K $3.56M
INTC
Intel Corp

Technology
-26.6K
- 59.28%
$19.07 - $26.23 $506K - $697K
18.2K $365K
MDT
Medtronic PLC

Healthcare
-5.12K
- 22.12%
$79.61 - $92.24 $408K - $472K
18K $1.44M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-4.94K
- 3.11%
$81.68 - $82.93 $403K - $410K
154K $12.6M
FCX
Freeport Mcmoran Inc

Basic Materials
-295
- 0.61%
$38.08 - $50.82 $11.2K - $15K
48.1K $1.83M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.05K
- 3.0%
$59.25 - $72.99 $62.4K - $76.9K
34.1K $2.04M
UL
Unilever PLC

Consumer Defensive
-3.04K
- 6.93%
$56.7 - $64.64 $172K - $197K
40.9K $2.32M
VZ
Verizon Communications Inc

Communication Services
-7.19K
- 14.27%
$39.6 - $45.21 $285K - $325K
43.2K $1.73M
GD
General Dynamics Corp

Industrials
-469
- 4.9%
$260.28 - $314.03 $122K - $147K
9.09K $2.4M
ABBV
Abb Vie Inc.

Healthcare
-418
- 2.0%
$164.99 - $203.87 $69K - $85.2K
20.5K $3.64M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-52
- 0.48%
$22.4 - $68.28 $1.16K - $3.55K
10.8K $250K
NKE
Nike, Inc.

Consumer Cyclical
-2.87K
- 14.82%
$73.36 - $89.13 $211K - $256K
16.5K $1.25M
SWK
Stanley Black & Decker, Inc.

Industrials
-1.63K
- 16.04%
$79.07 - $109.36 $129K - $178K
8.53K $684K
ELV
Elevance Health, Inc.

Healthcare
-394
- 23.33%
$365.96 - $514.62 $144K - $203K
1.3K $478K
BDX
Becton Dickinson & CO

Healthcare
-858
- 6.79%
$220.02 - $243.75 $189K - $209K
11.8K $2.67M
GXO
Gxo Logistics, Inc.

Industrials
-4.58K
- 29.37%
$41.93 - $63.02 $192K - $289K
11K $479K
ORCL
Oracle Corp

Technology
-793
- 1.52%
$165.41 - $192.43 $131K - $153K
51.4K $8.56M
ASML
Asml Holding Nv

Technology
-63
- 3.17%
$658.43 - $872.27 $41.5K - $55K
1.92K $1.33M
NVS
Novartis Ag

Healthcare
-710
- 5.06%
$96.78 - $117.18 $68.7K - $83.2K
13.3K $1.3M
NSC
Norfolk Southern Corp

Industrials
-503
- 4.06%
$230.6 - $277.0 $116K - $139K
11.9K $2.79M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-58
- 8.04%
$701.85 - $1046.91 $40.7K - $60.7K
663 $472K
HYG
Ishares Tr

ETFs
-1.98K
- 2.93%
$78.09 - $80.04 $155K - $159K
65.7K $5.17M
RTX
Raytheon Technologies Corp

Industrials
-640
- 1.97%
$114.45 - $127.21 $73.2K - $81.4K
31.8K $3.68M
CMCSA
Comcast Corp

Communication Services
-1.63K
- 4.18%
$37.39 - $45.14 $60.8K - $73.4K
37.2K $1.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.43K
- 4.16%
$113.92 - $127.38 $163K - $183K
33K $3.81M
SCCO
Southern Copper Corp

Basic Materials
-114
- 1.52%
$91.13 - $117.95 $10.4K - $13.4K
7.38K $672K
KMB
Kimberly Clark Corp

Consumer Defensive
-326
- 2.78%
$130.37 - $146.09 $42.5K - $47.6K
11.4K $1.49M
AOS
Smith A O Corp

Industrials
-150
- 2.16%
$68.02 - $88.94 $10.2K - $13.3K
6.78K $462K
SO
Southern CO

Utilities
-129
- 0.68%
$81.5 - $94.15 $10.5K - $12.1K
18.8K $1.54M
MUB
Ishares National Muni Bond ETF

ETFs
-675
- 1.76%
$105.78 - $108.7 $71.4K - $73.4K
37.7K $4.01M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.37K
- 5.33%
$61.68 - $67.87 $146K - $161K
42K $2.62M
VLO
Valero Energy Corp

Energy
-795
- 25.17%
$118.59 - $144.02 $94.3K - $114K
2.36K $289K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-3.51K
- 5.98%
$25.3 - $26.31 $88.9K - $92.4K
55.2K $1.41M
NEM
Newmont Corp

Basic Materials
-525
- 8.09%
$37.0 - $58.68 $19.4K - $30.8K
5.96K $221K
EPAM
Epam Systems, Inc.

Technology
-630
- 27.86%
N/A
1.63K $302K
ADI
Analog Devices Inc

Technology
-89
- 1.69%
$206.35 - $236.48 $18.4K - $21K
5.18K $1.1M
ADBE
Adobe Inc.

Technology
-55
- 5.0%
$437.39 - $552.96 $24.1K - $30.4K
1.05K $465K
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
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