Seven Bridge Financial Group, LLC Portfolio Holdings
Seven Bridge Financial Group, LLC
- $552 Million
- Q3 2024
Seven Bridge Financial Group, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $552 Million distributed in 223 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $36.5M, Apple Inc. with a value of $33.7M, Lam Research Corp with a value of $26.7M, Microsoft Corp with a value of $25.1M, and Alphabet Inc. with a value of $16.4M.
Examining the 13F form we can see an increase of $86.7M in the current position value, from $465M to 552M.
Below you can find more details about Seven Bridge Financial Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$552 Million
Technology: $143 Million
ETFs: $120 Million
Healthcare: $57.5 Million
Consumer Defensive: $46.9 Million
Industrials: $41.4 Million
Financial Services: $38.3 Million
Communication Services: $35.8 Million
Energy: $23.7 Million
Other: $45.4 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 223
- Current Value $552 Million
- Prior Value $465 Million
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 17 stocks
- Additional Purchases 107 stocks
- Sold out of 0 stocks
- Reduced holdings in 38 stocks