Seven Bridge Financial Group, LLC Sells in Q1 2025

Seven Bridge Financial Group, LLC

  • $478 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-12.9K
- 9.49%
$209.68 - $247.1 $2.71M - $3.2M
123K $27.4M
MSFT
Microsoft Corp

Technology
-4.29K
- 7.49%
$375.39 - $447.2 $1.61M - $1.92M
52.9K $19.9M
GOOGL
Alphabet Inc.

Communication Services
-4.96K
- 5.07%
$154.33 - $206.19 $766K - $1.02M
92.9K $14.4M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-39.2K
- 25.51%
$81.83 - $82.73 $3.21M - $3.25M
115K $9.48M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-29K
- 33.32%
$105.1 - $109.61 $3.05M - $3.18M
58K $6.31M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.35K
- 3.3%
$190.26 - $242.06 $447K - $569K
68.9K $13.1M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-47.9K
- 32.4%
$51.52 - $52.37 $2.47M - $2.51M
100K $5.24M
ORCL
Oracle Corp

Technology
-5.22K
- 10.16%
$139.81 - $186.47 $730K - $973K
46.1K $6.45M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-84.3K
- 19.57%
$27.01 - $28.54 $2.28M - $2.41M
346K $9.68M
VCIT
Vanguard Intermediate Term Cor

ETFs
-26.2K
- 38.93%
$79.17 - $82.04 $2.07M - $2.15M
41.1K $3.36M
BAC
Bank Of America Corp

Financial Services
-35.7K
- 26.72%
$39.61 - $47.74 $1.42M - $1.71M
98K $4.09M
MRK
Merck & Co., Inc.

Healthcare
-11.6K
- 20.6%
$83.01 - $101.02 $967K - $1.18M
44.9K $4.03M
HYG
Ishares Tr

ETFs
-17.6K
- 26.85%
$78.51 - $80.11 $1.38M - $1.41M
48.1K $3.79M
GOOG
Alphabet Inc.

Communication Services
-2.88K
- 11.56%
$156.06 - $207.71 $449K - $598K
22K $3.44M
DIS
Walt Disney CO

Communication Services
-7.95K
- 21.64%
$96.87 - $114.0 $770K - $906K
28.8K $2.84M
PEP
Pepsico Inc

Consumer Defensive
-7.6K
- 16.49%
$142.64 - $156.42 $1.08M - $1.19M
38.5K $5.77M
HSY
Hershey CO

Consumer Defensive
-7.54K
- 20.7%
$144.74 - $186.36 $1.09M - $1.41M
28.9K $4.94M
CSCO
Cisco Systems, Inc.

Technology
-23.4K
- 20.94%
$58.74 - $64.87 $1.37M - $1.52M
88.3K $5.45M
LMT
Lockheed Martin Corp

Industrials
-1.85K
- 26.33%
$423.19 - $506.29 $782K - $936K
5.17K $2.31M
PFE
Pfizer Inc

Healthcare
-31.3K
- 23.78%
$25.01 - $27.13 $783K - $849K
100K $2.54M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-5.56K
- 16.83%
$102.49 - $119.96 $570K - $667K
27.5K $2.87M
HD
Home Depot, Inc.

Consumer Cyclical
-1.91K
- 19.4%
$347.25 - $424.87 $663K - $811K
7.93K $2.91M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-14.1K
- 22.74%
$56.17 - $59.71 $790K - $839K
47.8K $2.73M
WMT
Walmart Inc.

Consumer Defensive
-5.51K
- 6.86%
$84.5 - $105.05 $465K - $578K
74.7K $6.56M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-8.32K
- 19.79%
$57.21 - $65.8 $476K - $548K
33.7K $1.97M
NSC
Norfolk Southern Corp

Industrials
-2.81K
- 23.7%
$227.69 - $259.76 $641K - $731K
9.06K $2.15M
APD
Air Products & Chemicals, Inc.

Basic Materials
-2.45K
- 14.88%
$283.24 - $338.07 $693K - $828K
14K $4.13M
IEF
Ishares Barclays

ETFs
-7.59K
- 22.46%
$91.17 - $95.39 $692K - $724K
26.2K $2.5M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-5.71K
- 25.15%
$114.57 - $118.14 $654K - $674K
17K $2.01M
FDX
Fedex Corp

Industrials
-1.24K
- 14.88%
$230.33 - $281.53 $284K - $348K
7.06K $1.72M
NKE
Nike, Inc.

Consumer Cyclical
-5.97K
- 36.14%
$63.29 - $81.72 $378K - $488K
10.6K $669K
UL
Unilever PLC

Consumer Defensive
-11K
- 26.96%
$54.72 - $60.29 $603K - $664K
29.9K $1.78M
MUB
Ishares National Muni Bond ETF

ETFs
-4.39K
- 11.66%
$104.71 - $107.69 $460K - $473K
33.3K $3.51M
CMCSA
Comcast Corp

Communication Services
-12.7K
- 34.12%
$33.19 - $38.23 $422K - $486K
24.5K $905K
SO
Southern CO

Utilities
-7.21K
- 38.45%
$80.96 - $92.96 $584K - $670K
11.5K $1.06M
JPM
Jpmorgan Chase & CO

Financial Services
-3K
- 6.33%
$225.19 - $279.95 $676K - $840K
44.4K $10.9M
BDX
Becton Dickinson & CO

Healthcare
-2.07K
- 17.62%
$222.79 - $249.08 $462K - $517K
9.7K $2.22M
AMGN
Amgen Inc

Healthcare
-4.34K
- 24.4%
$258.59 - $327.36 $1.12M - $1.42M
13.5K $4.19M
GD
General Dynamics Corp

Industrials
-1.89K
- 20.75%
$241.94 - $272.58 $457K - $514K
7.21K $1.96M
VZ
Verizon Communications Inc

Communication Services
-13.8K
- 31.92%
$37.81 - $46.49 $521K - $641K
29.4K $1.33M
UPS
United Parcel Service Inc

Industrials
-2.53K
- 41.74%
$109.66 - $136.26 $277K - $345K
3.53K $388K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-9.09K
- 26.69%
$56.12 - $68.15 $510K - $620K
25K $1.7M
RTX
Raytheon Technologies Corp

Industrials
-6.55K
- 20.6%
$114.1 - $135.66 $747K - $888K
25.2K $3.34M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-12.2K
- 22.07%
$25.12 - $26.05 $306K - $317K
43K $1.08M
ETN
Eaton Corp PLC

Industrials
-305
- 8.04%
$271.83 - $371.23 $82.9K - $113K
3.49K $948K
ADI
Analog Devices Inc

Technology
-1.14K
- 22.0%
$201.56 - $243.82 $230K - $278K
4.04K $814K
BMY
Bristol Myers Squibb CO

Healthcare
-7.48K
- 16.96%
$53.9 - $63.11 $403K - $472K
36.6K $2.23M
ABT
Abbott Laboratories

Healthcare
-7.02K
- 20.37%
$111.1 - $140.22 $780K - $984K
27.4K $3.64M
CRM
Salesforce, Inc.

Technology
-381
- 16.51%
$268.36 - $359.95 $102K - $137K
1.93K $517K
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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