Seven Bridge Financial Group, LLC Reduced Holdings in Q1 2025

Seven Bridge Financial Group, LLC

  • $478 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-3.48K
- 25.23%
$51.45 - $58.51 $179K - $204K
10.3K $534K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-2.88K
- 28.89%
$61.55 - $71.27 $177K - $205K
7.09K $443K
TXN
Texas Instruments Inc

Technology
-1.11K
- 19.63%
N/A
4.56K $886K
GXO
Gxo Logistics, Inc.

Industrials
-4.28K
- 38.89%
$36.31 - $46.18 $156K - $198K
6.73K $262K
GLD
Spdr Gold Trust

ETFs
-1.98K
- 25.35%
$243.19 - $288.14 $482K - $572K
5.84K $1.68M
BHP
Bhp Group LTD

Basic Materials
-4.13K
- 22.04%
$48.18 - $52.11 $199K - $215K
14.6K $708K
IBM
International Business Machines Corp

Technology
-2.99K
- 15.81%
$217.4 - $264.74 $649K - $790K
15.9K $3.95M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.23K
- 14.75%
$279.74 - $321.29 $345K - $396K
7.12K $2.23M
ASML
Asml Holding Nv

Technology
-187
- 9.73%
$662.63 - $776.99 $124K - $145K
1.74K $1.15M
ADBE
Adobe Inc.

Technology
-260
- 24.86%
$377.84 - $464.11 $98.2K - $121K
786 $301K
SWK
Stanley Black & Decker, Inc.

Industrials
-1.74K
- 20.38%
$76.43 - $90.41 $133K - $157K
6.79K $522K
VMC
Vulcan Materials CO

Basic Materials
-343
- 10.62%
$220.9 - $277.54 $75.8K - $95.2K
2.89K $673K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-485
- 48.55%
$402.49 - $513.76 $195K - $249K
514 $249K
ACN
Accenture PLC

Technology
-78
- 2.46%
$300.91 - $398.25 $23.5K - $31.1K
3.09K $965K
GIS
General Mills Inc

Consumer Defensive
-1.82K
- 22.8%
$57.56 - $65.3 $105K - $119K
6.16K $368K
KMB
Kimberly Clark Corp

Consumer Defensive
-1.87K
- 16.41%
$124.46 - $147.4 $233K - $276K
9.52K $1.35M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-121
- 18.25%
$634.14 - $744.83 $76.7K - $90.1K
542 $343K
USB
Us Bancorp \De\

Financial Services
-1.92K
- 24.98%
$40.92 - $50.9 $78.7K - $97.9K
5.78K $243K
NVS
Novartis Ag

Healthcare
-2.81K
- 21.04%
$97.14 - $115.57 $272K - $324K
10.5K $1.17M
C
Citigroup Inc

Financial Services
-1.68K
- 27.01%
$67.23 - $84.63 $113K - $142K
4.54K $322K
SCCO
Southern Copper Corp

Basic Materials
-1.43K
- 19.41%
$85.92 - $101.48 $123K - $145K
5.95K $556K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-953
- 14.53%
$128.74 - $138.67 $123K - $132K
5.61K $760K
NXPI
Nxp Semiconductors N.V.

Technology
-319
- 15.42%
$189.99 - $245.86 $60.6K - $78.4K
1.75K $332K
IBB
Ishares Biotechnology ETF

ETFs
-672
- 24.58%
$127.9 - $140.56 $85.9K - $94.5K
2.06K $263K
MDT
Medtronic PLC

Healthcare
-3.09K
- 17.12%
$79.84 - $94.5 $246K - $292K
14.9K $1.34M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-410
- 15.76%
$161.13 - $209.29 $66.1K - $85.8K
2.19K $362K
CLX
Clorox CO

Consumer Defensive
-311
- 9.76%
$141.76 - $162.89 $44.1K - $50.7K
2.88K $423K
LHX
L3 Harris Technologies, Inc.

Industrials
-384
- 3.24%
$194.65 - $222.86 $74.7K - $85.6K
11.5K $2.4M
SAP
Sap Se

Technology
-1.14K
- 11.82%
$241.4 - $293.69 $274K - $334K
8.48K $2.28M
FTSL
First Trust Senior Ln Fund

ETFs
-1.77K
- 28.35%
$45.65 - $46.48 $80.8K - $82.3K
4.47K $204K
ROK
Rockwell Automation, Inc

Industrials
-186
- 17.5%
$255.29 - $303.75 $47.5K - $56.5K
877 $226K
SNPS
Synopsys Inc

Technology
-75
- 9.43%
$428.58 - $551.54 $32.1K - $41.4K
720 $308K
AOS
Smith A O Corp

Industrials
-876
- 12.91%
$65.16 - $72.69 $57.1K - $63.7K
5.91K $386K
SHW
Sherwin Williams CO

Basic Materials
-495
- 4.65%
$330.16 - $365.55 $163K - $181K
10.1K $3.54M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-6.81K
- 12.68%
$18.36 - $20.51 $125K - $140K
46.9K $927K
DHR
Danaher Corp

Healthcare
-135
- 9.0%
$201.62 - $250.59 $27.2K - $33.8K
1.37K $279K
AXON
Axon Enterprise, Inc.

Industrials
-22
- 3.17%
$496.65 - $710.01 $10.9K - $15.6K
673 $353K
SNOW
Snowflake Inc.

Technology
-215
- 9.82%
$146.16 - $192.78 $31.4K - $41.4K
1.98K $288K
CVX
Chevron Corp

Energy
-1.71K
- 16.3%
$146.71 - $167.97 $251K - $287K
8.78K $1.47M
EPAM
Epam Systems, Inc.

Technology
-255
- 15.63%
N/A
1.38K $255K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-700
- 12.32%
$71.17 - $73.66 $49.8K - $51.6K
4.98K $365K
IVW
Ishares S&P 500 Growth ETF

ETFs
-196
- 8.43%
$92.45 - $106.69 $18.1K - $20.9K
2.13K $197K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.15K
- 10.66%
$21.75 - $24.28 $25.1K - $28K
9.66K $213K
CHK
Chesapeake Energy Corp

Energy
-410
- 5.38%
N/A
7.21K $618K
ITW
Illinois Tool Works Inc

Industrials
-100
- 5.12%
$244.9 - $274.48 $24.5K - $27.4K
1.85K $459K
SYK
Stryker Corp

Healthcare
-140
- 9.36%
$355.18 - $399.9 $49.7K - $56K
1.36K $504K
SPY
Spdr S&P 500 ETF Trust

ETFs
-9
- 0.93%
$551.42 - $612.93 $4.96K - $5.52K
960 $537K
NFLX
Netflix Inc

Communication Services
-106
- 6.35%
$828.4 - $1058.6 $87.8K - $112K
1.56K $1.46M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-4
- 0.63%
$468.34 - $539.52 $1.87K - $2.16K
629 $294K
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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