Seven Bridge Financial Group, LLC Portfolio Holdings
Seven Bridge Financial Group, LLC
- $478 Million
- Q1 2025
Seven Bridge Financial Group, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $478 Million distributed in 220 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $27.4M, Microsoft Corp with a value of $19.9M, ETF Ser Solutions Aptus Define with a value of $14.9M, Alphabet Inc. with a value of $14.4M, and Amazon Com Inc with a value of $13.1M.
Examining the 13F form we can see an decrease of $18M in the current position value, from $496M to 478M.
Below you can find more details about Seven Bridge Financial Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$478 Million
Technology: $103 Million
ETFs: $86.6 Million
Healthcare: $50.5 Million
Financial Services: $44.2 Million
Industrials: $40.5 Million
Consumer Defensive: $38.6 Million
Communication Services: $33.9 Million
Consumer Cyclical: $29.1 Million
Other: $51.4 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 220
- Current Value $478 Million
- Prior Value $496 Million
- Filing
- Period Q1 2025
- Filing Date May 13, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 10 stocks
- Additional Purchases 51 stocks
- Sold out of 0 stocks
- Reduced holdings in 135 stocks