Seven Bridge Financial Group, LLC has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $465 Million distributed in 207 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $30.5M, Microsoft Corp with a value of $26M, Alphabet Inc. with a value of $17.3M, Amazon Com Inc with a value of $13.4M, and Schwab Strategic Tr Us Dividen with a value of $11.3M.

Examining the 13F form we can see an increase of $22.2M in the current position value, from $443M to 465M.

Below you can find more details about Seven Bridge Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $465 Million
Technology: $122 Million
ETFs: $82.1 Million
Healthcare: $51.4 Million
Consumer Defensive: $41.5 Million
Industrials: $35.7 Million
Communication Services: $35.4 Million
Financial Services: $34 Million
Energy: $22.5 Million
Other: $40.1 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 207
  • Current Value $465 Million
  • Prior Value $443 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 09, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 13 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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