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
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