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 Market Cap. of $10 Billions to $200 Billions