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
IBB
Ishares Biotechnology ETF

ETFs
-400
- 12.76%
$131.21 - $148.85 $52.5K - $59.5K
2.73K $361K
UPS
United Parcel Service Inc

Industrials
-229
- 3.64%
$122.65 - $138.35 $28.1K - $31.7K
6.06K $764K
SNPS
Synopsys Inc

Technology
-140
- 14.97%
$485.36 - $588.0 $68K - $82.3K
795 $385K
GIS
General Mills Inc

Consumer Defensive
-60
- 0.75%
$62.78 - $74.62 $3.77K - $4.48K
7.98K $508K
DHR
Danaher Corp

Healthcare
-30
- 1.96%
$226.16 - $274.52 $6.78K - $8.24K
1.5K $344K
AZN
Astrazeneca PLC

Healthcare
-195
- 4.26%
$63.2 - $79.58 $12.3K - $15.5K
4.38K $287K
ITW
Illinois Tool Works Inc

Industrials
-200
- 9.29%
$253.56 - $278.5 $50.7K - $55.7K
1.95K $494K
TXN
Texas Instruments Inc

Technology
-325
- 5.42%
N/A
5.67K $1.1M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-10
- 0.38%
$176.4 - $231.84 $1.76K - $2.32K
2.6K $458K
CL
Colgate Palmolive CO

Consumer Defensive
-40
- 0.94%
$90.22 - $102.31 $3.61K - $4.09K
4.2K $382K
NOC
Northrop Grumman Corp

Industrials
-23
- 3.89%
$466.52 - $543.88 $10.7K - $12.5K
568 $266K
NTR
Nutrien Ltd.

Basic Materials
-125
- 1.16%
$44.04 - $50.78 $5.51K - $6.35K
10.7K $478K
CFG
Citizens Financial Group Inc

Financial Services
-1.24K
- 22.32%
$39.92 - $48.46 $49.5K - $60.1K
4.32K $188K
CVX
Chevron Corp

Energy
-58
- 0.55%
$141.15 - $162.53 $8.19K - $9.43K
10.5K $1.52M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-289
- 4.74%
$63.15 - $75.4 $18.3K - $21.8K
5.81K $372K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-841
- 5.74%
$53.94 - $58.15 $45.4K - $48.9K
13.8K $778K
GLD
Spdr Gold Trust

ETFs
-55
- 0.7%
$236.59 - $257.5 $13K - $14.2K
7.83K $1.9M
MNST
Monster Beverage Corp

Consumer Defensive
-440
- 5.21%
$49.24 - $56.38 $21.7K - $24.8K
8.01K $421K
PM
Philip Morris International Inc.

Consumer Defensive
-40
- 0.35%
$118.38 - $133.06 $4.74K - $5.32K
11.4K $1.37M
T
At&T Inc.

Communication Services
-849
- 7.65%
$21.22 - $23.88 $18K - $20.3K
10.3K $233K
IEMG
Ishares Inc

ETFs
-172
- 4.17%
N/A
3.95K $211K
FDX
Fedex Corp

Industrials
-265
- 3.09%
$260.5 - $305.15 $69K - $80.9K
8.3K $2.33M
MTB
M&T Bank Corp

Financial Services
-100
- 5.54%
$172.48 - $221.95 $17.2K - $22.2K
1.7K $320K
Te Connectivity PLC
-263
- 11.77%
N/A
1.97K $0
ROK
Rockwell Automation, Inc

Industrials
-59
- 5.26%
$264.65 - $302.92 $15.6K - $17.9K
1.06K $303K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2
- 0.52%
$521.84 - $558.82 $1.04K - $1.12K
382 $205K
SPY
Spdr S&P 500 ETF Trust

ETFs
-13
- 1.32%
$567.81 - $607.81 $7.38K - $7.9K
969 $567K
VMC
Vulcan Materials CO

Basic Materials
-45
- 1.37%
$237.95 - $292.31 $10.7K - $13.2K
3.23K $830K
CHK
Chesapeake Energy Corp

Energy
-150
- 1.93%
$81.46 - $87.57 $12.2K - $13.1K
7.62K $653K
CTRA
Coterra Energy Inc.

Energy
-250
- 1.68%
$22.71 - $27.63 $5.68K - $6.91K
14.6K $372K
POET
Poet Technologies Inc.

Technology
-25.4K
- 21.4%
$3.6 - $7.59 $91.4K - $193K
93.3K $553K
NOW
Service Now, Inc.

Technology
-6
- 2.17%
$867.18 - $1148.42 $5.2K - $6.89K
270 $286K
BMY
Bristol Myers Squibb CO

Healthcare
-2.88K
- 6.12%
$51.92 - $59.94 $149K - $172K
44.1K $2.5M
SNOW
Snowflake Inc.

Technology
-125
- 5.4%
$109.65 - $186.51 $13.7K - $23.3K
2.19K $338K
BAC
Bank Of America Corp

Financial Services
-5.36K
- 3.86%
$39.22 - $47.77 $210K - $256K
134K $5.88M
AAPL
Apple Inc.

Technology
-8.44K
- 5.83%
$221.69 - $259.02 $1.87M - $2.19M
136K $34.2M
PLTR
Palantir Technologies Inc.

Technology
-2.75K
- 9.18%
$36.46 - $82.38 $100K - $227K
27.2K $2.06M
GOOGL
Alphabet Inc.

Communication Services
-1.08K
- 1.09%
$161.86 - $196.66 $175K - $212K
97.8K $18.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-551
- 0.77%
$180.88 - $232.93 $99.7K - $128K
71.3K $15.6M
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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