Seven Bridge Financial Group, LLC Portfolio Holdings

Seven Bridge Financial Group, LLC

  • $519 Million
  • Q2 2025

Seven Bridge Financial Group, LLC has filed its 13F form on September 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $519 Million distributed in 218 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $25.9M, Apple Inc. with a value of $25.2M, ETF Ser Solutions Aptus Define with a value of $22.7M, Alphabet Inc. with a value of $16.1M, and Amazon Com Inc with a value of $15.3M.

Examining the 13F form we can see an increase of $41.5M in the current position value, from $478M to 519M.

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

Portfolio value $519 Million
Technology: $126 Million
ETFs: $88.9 Million
Financial Services: $50.9 Million
Industrials: $45.6 Million
Healthcare: $44.7 Million
Communication Services: $39.6 Million
Consumer Cyclical: $35.6 Million
Consumer Defensive: $35.4 Million
Other: $52.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$233B
$3.26 Million 0.63% of portfolio
22,312
Q2 2025 Reduced 11.56%
$0
$3.27 Million 0.63% of portfolio
40,599
Q2 2025 Reduced 15.52%
$390B
$3.28 Million 0.63% of portfolio
17,691
Q2 2025 Reduced 6.31%
$0
$3.24 Million 0.62% of portfolio
30,973
Q2 2025 Reduced 6.94%
$644B
$3.18 Million 0.61% of portfolio
6,549
Q2 2025 Reduced 0.7%
$95.7B
$3.19 Million 0.61% of portfolio
6,258
Q2 2025 Added 51.53%
$147B
$3.11 Million 0.6% of portfolio
11,148
Q2 2025 Reduced 17.13%
$3.95B
$3.05 Million 0.59% of portfolio
223,724
Q2 2025 Added 16.89%
$320B
$3.07 Million 0.59% of portfolio
9,829
Q2 2025 Added 19.01%
$64.4B
$2.99 Million 0.58% of portfolio
68,967
Q2 2025 Added 11.96%
$212B
$2.97 Million 0.57% of portfolio
23,975
Q2 2025 Reduced 16.68%
$206B
$2.96 Million 0.57% of portfolio
37,431
Q2 2025 Reduced 16.61%
$153B
$2.95 Million 0.57% of portfolio
5,433
Q2 2025 Added 68.57%
$166B
$2.84 Million 0.55% of portfolio
12,797
Q2 2025 Added 34.56%
$53.9B
$2.8 Million 0.54% of portfolio
11,157
Q2 2025 Reduced 2.77%
$0
$2.59 Million 0.5% of portfolio
23,711
Q2 2025 Reduced 13.68%
$0
$2.47 Million 0.48% of portfolio
38,643
Q2 2025 Added 10.72%
$40.9B
$2.52 Million 0.48% of portfolio
25,499
Q2 2025 Reduced 22.44%
$0
$2.5 Million 0.48% of portfolio
30,112
Q2 2025 Reduced 26.68%
$80.3B
$2.5 Million 0.48% of portfolio
673
Q2 2025 Added 71.25%
$306B
$2.5 Million 0.48% of portfolio
8,209
Q2 2025 Reduced 3.22%
$138B
$2.47 Million 0.47% of portfolio
35,514
Q2 2025 Added 45.26%
$96.8B
$2.39 Million 0.46% of portfolio
26,124
Q2 2025 Added 39.01%
$11.1B
$2.41 Million 0.46% of portfolio
49,013
Q2 2025 Added 84.37%
$143B
$2.34 Million 0.45% of portfolio
8,780
Q2 2025 Added 50.7%
$85B
$2.15 Million 0.41% of portfolio
7,866
Q2 2025 Added 49.32%
$0
$2.03 Million 0.39% of portfolio
21,155
Q2 2025 Reduced 19.25%
$547B
$2.05 Million 0.39% of portfolio
1,529
Q2 2025 Reduced 2.24%
$25.6B
$2.02 Million 0.39% of portfolio
9,279
Q2 2025 Added 56.34%
$177B
$2.01 Million 0.39% of portfolio
3,810
Q2 2025 Added 55.96%
$185B
$2.01 Million 0.39% of portfolio
4,955
Q2 2025 Added 38.25%
$0
$2.02 Million 0.39% of portfolio
35,605
Q2 2025 Reduced 25.46%
$298B
$1.96 Million 0.38% of portfolio
8,233
Q2 2025 Added 72.27%
$224B
$1.97 Million 0.38% of portfolio
6,757
Q2 2025 Reduced 5.14%
$64.4B
$1.97 Million 0.38% of portfolio
7,713
Q2 2025 Reduced 14.87%
$124B
$1.96 Million 0.38% of portfolio
4,235
Q2 2025 Reduced 18.1%
$68.8B
$1.92 Million 0.37% of portfolio
12,294
Q2 2025 Added 38.35%
$0
$1.89 Million 0.36% of portfolio
30,507
Q2 2025 Reduced 9.53%
$0
$1.89 Million 0.36% of portfolio
15,878
Q2 2025 Reduced 6.51%
$135B
$1.87 Million 0.36% of portfolio
77,079
Q2 2025 Reduced 23.18%
$89.3B
$1.8 Million 0.35% of portfolio
6,172
Q2 2025 Reduced 14.36%
$116B
$1.65 Million 0.32% of portfolio
5,413
Q2 2025 Reduced 7.36%
$63.5B
$1.6 Million 0.31% of portfolio
18,826
Q1 2025 Added 0.22%
$120B
$1.63 Million 0.31% of portfolio
5,296
Q2 2025 Added 0.32%
$258B
$1.45 Million 0.28% of portfolio
7,940
Q2 2025 Reduced 22.35%
$571B
$1.41 Million 0.27% of portfolio
2,502
Q2 2025 Reduced 0.44%
$98.1B
$1.41 Million 0.27% of portfolio
30,394
Q2 2025 Reduced 17.03%
$86.1B
$1.39 Million 0.27% of portfolio
20,640
Q2 2025 Reduced 17.39%
$158B
$1.4 Million 0.27% of portfolio
22,916
Q2 2025 Reduced 23.24%

Summary

  • Portfolio
  • No. of Stocks 218
  • Current Value $519 Million
  • Prior Value $478 Million
  • Filing
  • Period Q2 2025
  • Filing Date September 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 112 stocks
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