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
MTB
M&T Bank Corp

Financial Services
-33
- 1.94%
$170.47 - $201.98 $5.63K - $6.67K
1.67K $298K
INTC
Intel Corp

Technology
-3.05K
- 16.73%
$19.1 - $27.39 $58.3K - $83.6K
15.2K $344K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-1
- 0.16%
$333.37 - $384.99 $333 - $385
629 $210K
NOC
Northrop Grumman Corp

Industrials
-87
- 15.32%
$433.45 - $513.82 $37.7K - $44.7K
481 $246K
TJX
Tjx Companies Inc

Consumer Cyclical
-175
- 6.71%
$112.81 - $126.16 $19.7K - $22.1K
2.43K $296K
CTRA
Coterra Energy Inc.

Energy
-2.12K
- 14.54%
$25.51 - $29.83 $54.2K - $63.3K
12.5K $360K
CL
Colgate Palmolive CO

Consumer Defensive
-236
- 5.62%
$85.68 - $97.5 $20.2K - $23K
3.97K $371K
T
At&T Inc.

Communication Services
-2.32K
- 22.61%
$21.56 - $28.28 $50K - $65.6K
7.94K $224K
ELV
Elevance Health, Inc.

Healthcare
-214
- 16.53%
$365.9 - $436.25 $78.3K - $93.4K
1.08K $470K
XLI
Industrial Sector Spdr

ETFs
-22
- 1.31%
$128.78 - $141.67 $2.83K - $3.12K
1.66K $217K
MNST
Monster Beverage Corp

Consumer Defensive
-861
- 10.75%
$46.16 - $58.58 $39.7K - $50.4K
7.15K $418K
Te Connectivity PLC
-135
- 6.85%
N/A
1.84K $0
TAFI
Ab Active Etfs Inc Tax Aware S
-46.2K
- 17.31%
N/A
221K $0
Lam Research Corp
-4.02K
- 12.1%
N/A
29.2K $0
AFL
Aflac Inc

Financial Services
-180
- 4.15%
$100.99 - $111.19 $18.2K - $20K
4.15K $461K
MO
Altria Group, Inc.

Consumer Defensive
-590
- 9.3%
$50.81 - $60.02 $30K - $35.4K
5.76K $345K
PAYX
Paychex Inc

Industrials
-135
- 4.49%
$136.06 - $154.52 $18.4K - $20.9K
2.87K $443K
NAK
Northern Dynasty Minerals LTD

Basic Materials
-1K
- 2.54%
$0.58 - $1.22 $580 - $1.22K
38.4K $44K
PLTR
Palantir Technologies Inc.

Technology
-2.53K
- 9.31%
$64.98 - $124.62 $165K - $316K
24.7K $2.08M
NEM
Newmont Corp

Basic Materials
-841
- 14.11%
$37.79 - $48.39 $31.8K - $40.7K
5.12K $247K
AEP
American Electric Power CO Inc

Utilities
-100
- 4.37%
$90.32 - $109.27 $9.03K - $10.9K
2.19K $239K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-345
- 5.93%
$60.74 - $73.87 $21K - $25.5K
5.47K $403K
BAX
Baxter International Inc

Healthcare
-144
- 1.72%
$29.26 - $36.57 $4.21K - $5.27K
8.21K $280K
NTR
Nutrien Ltd.

Basic Materials
-285
- 2.67%
$45.28 - $53.84 $12.9K - $15.3K
10.4K $516K
GILD
Gilead Sciences, Inc.

Healthcare
-1.38K
- 13.73%
$89.14 - $117.41 $123K - $162K
8.7K $974K
KO
Coca Cola CO

Consumer Defensive
-945
- 6.91%
$60.81 - $72.32 $57.5K - $68.3K
12.7K $911K
V
Visa Inc.

Financial Services
-1.16K
- 7.79%
$306.92 - $362.71 $357K - $422K
13.8K $4.83M
BRO
Brown & Brown, Inc.

Financial Services
-60
- 0.92%
$100.54 - $124.4 $6.03K - $7.46K
6.45K $801K
UBER
Uber Technologies, Inc

Technology
-7.8K
- 11.87%
$63.17 - $81.49 $493K - $636K
57.9K $4.22M
PM
Philip Morris International Inc.

Consumer Defensive
-1.12K
- 9.9%
$117.15 - $158.79 $132K - $178K
10.2K $1.62M
ABBV
Abb Vie Inc.

Healthcare
-1.59K
- 7.77%
$169.2 - $216.66 $269K - $345K
18.9K $3.96M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-258
- 3.76%
$442.66 - $534.52 $114K - $138K
6.6K $3.51M
JNJ
Johnson & Johnson

Healthcare
-2.27K
- 4.99%
$142.06 - $167.7 $323K - $381K
43.2K $7.17M
XOM
Exxon Mobil Corp

Energy
-339
- 0.57%
$105.44 - $118.93 $35.7K - $40.3K
59.3K $7.05M
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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