Seven Mile Advisory

Latest statistics and disclosures from Seven Mile Advisory's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VEA, VMBS, OEF, NVDA, VTI, and represent 20.65% of Seven Mile Advisory's stock portfolio.
  • Added to shares of these 10 stocks: VEA (+$30M), VMBS (+$27M), OEF (+$24M), VTI (+$22M), DFIV (+$21M), VTV (+$20M), IEF (+$17M), VGSH (+$16M), IVV (+$15M), VGIT (+$14M).
  • Started 126 new stock positions in TRTX, INTC, UNP, JSI, SPE.PC, SNPS, JCI, JEPI, KR, GDL.
  • Reduced shares in these 10 stocks: SPY, PARA, CL, UNH, NVO, ACN, DFSE, HLN, MFC, SONY.
  • Sold out of its positions in CL, PARA.
  • Seven Mile Advisory was a net buyer of stock by $438M.
  • Seven Mile Advisory has $619M in assets under management (AUM), dropping by 272.37%.
  • Central Index Key (CIK): 0001987932

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Portfolio Holdings for Seven Mile Advisory

Seven Mile Advisory holds 304 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Ftse Developed Markets Etf Etf (VEA) 5.2 $32M +1909% 533k 59.92
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Vanguard Mortgage-backed Securities Etf Etf (VMBS) 4.3 $27M NEW 568k 46.96
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Ishares S&p 100 Etf Etf (OEF) 3.9 $24M NEW 73k 332.84
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Nvidia Corporation Stock (NVDA) 3.7 $23M +24% 123k 186.58
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Vanguard Total Stock Market Etf Etf (VTI) 3.6 $22M NEW 67k 328.17
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Dimensional International Value Etf Etf (DFIV) 3.5 $21M NEW 464k 46.12
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Spdr S&p 500 Etf Trust Etf (SPY) 3.4 $21M 32k 666.18
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Vanguard Value ETF Etf (VTV) 3.2 $20M +7869% 108k 186.49
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Vanguard Short-term Treasury Etf Etf (VGSH) 2.8 $18M +915% 297k 58.85
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Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 2.8 $17M +7059% 179k 96.46
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Ishares Core S&p 500 Etf Etf (IVV) 2.5 $16M +2150% 23k 669.30
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Apple Stock (AAPL) 2.4 $15M +41% 59k 254.63
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Ishares U.s. Treasury Bond Etf Etf (GOVT) 2.3 $14M +4911% 604k 23.12
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Vanguard Intermediate-term Treasury Etf Etf (VGIT) 2.2 $14M NEW 228k 60.03
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Microsoft Corp Stock (MSFT) 2.1 $13M +48% 25k 517.96
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Janus Henderson Mortgage-backed Securities Etf Etf (JMBS) 1.9 $12M NEW 257k 45.67
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Dimensional Emerging Core Equity Market Etf Etf (DFAE) 1.8 $11M +106% 351k 31.53
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Dimensional International Small Cap Value Etf Etf (DISV) 1.7 $10M NEW 292k 35.69
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Avantis U.s. Small Cap Value Etf Etf (AVUV) 1.7 $10M NEW 104k 99.53
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Special Opportunities Fd Inc 2.75 Cnv Pfd C Convertible Preferred (SPE.PC) 1.5 $9.5M NEW 381k 24.96
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Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) 1.4 $8.6M NEW 97k 88.96
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Amazon Stock (AMZN) 1.3 $8.2M +21% 37k 219.57
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Janus Henderson Securitized Income Etf Etf (JSI) 1.3 $8.1M NEW 154k 52.27
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Dimensional Us Core Equity Market Etf Etf (DFAU) 1.3 $7.9M NEW 174k 45.76
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Invesco Rafi Us 1000 Etf Etf (PRF) 1.2 $7.5M NEW 166k 45.21
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Vanguard S&p 500 Etf Etf (VOO) 1.2 $7.5M 12k 612.39
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Janus Henderson Aaa Clo Etf Etf (JAAA) 1.2 $7.3M NEW 145k 50.78
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Ishares Russell 1000 Value Etf Etf (IWD) 1.0 $6.2M +282% 30k 203.59
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Dimensional Us Small Cap Value Etf Etf (DFSV) 1.0 $5.9M NEW 187k 31.84
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Nuveen Mun Value Cef (NUV) 0.9 $5.6M NEW 620k 8.98
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Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.9 $5.4M NEW 102k 53.03
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Vanguard Small Cap Value Etf Etf (VBR) 0.9 $5.4M +2170% 26k 208.71
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Meta Platforms Inc Cl A Stock (META) 0.9 $5.3M +37% 7.3k 734.41
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Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.9 $5.3M +43% 22k 243.10
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Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS) 0.8 $5.2M NEW 91k 57.10
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Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.8 $5.1M +34% 21k 243.55
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Saba Capital Income & Oprnt Cef (BRW) 0.8 $4.7M NEW 610k 7.77
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Pimco Municipal Income Opportunities Active Exchange-traded Fund Etf (MINO) 0.6 $3.6M NEW 80k 45.31
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Jpmorgan Chase & Co Stock (JPM) 0.6 $3.6M +35% 11k 315.42
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Pgim Short Dur Hig Yld Opp Cef (SDHY) 0.6 $3.5M NEW 210k 16.72
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Broadcom Stock (AVGO) 0.6 $3.4M +24% 10k 329.90
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Ishares National Muni Bond Etf Etf (MUB) 0.5 $3.3M NEW 31k 106.49
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Dimensional National Municipal Bond Etf Etf (DFNM) 0.5 $3.2M NEW 67k 47.98
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Ishares Russell 1000 Growth Etf Etf (IWF) 0.5 $2.8M +2% 6.1k 468.40
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Tesla Stock (TSLA) 0.4 $2.4M +22% 5.4k 444.68
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Visa Inc Com Cl A Stock (V) 0.4 $2.3M +40% 6.7k 341.38
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Oracle Corp Stock (ORCL) 0.4 $2.2M +32% 7.9k 281.24
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Saba Capital Income & Opportun Cef (SABA) 0.4 $2.2M NEW 244k 9.12
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Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.3 $2.1M NEW 19k 110.59
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Mastercard Incorporated Cl A Stock (MA) 0.3 $2.0M +36% 3.6k 568.76
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.3 $2.0M +60% 4.0k 502.80
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Walmart Stock (WMT) 0.3 $1.8M +31% 18k 103.06
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iShares S&P 500 Value ETF Etf (IVE) 0.3 $1.8M +170% 8.5k 206.50
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Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.3 $1.8M 21k 84.11
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Ishares 0-3 Month Treasury Bond Etf Etf (SGOV) 0.3 $1.7M NEW 17k 100.70
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Special Opportunities Cef (SPE) 0.3 $1.6M NEW 106k 15.50
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State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB) 0.3 $1.6M NEW 52k 30.29
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Netflix Stock (NFLX) 0.3 $1.6M +21% 1.3k 1199.21
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State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 0.3 $1.5M 28k 55.33
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Ishares Dow Jones U.s. Etf Etf (IYY) 0.2 $1.5M 9.3k 162.48
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Dtf Tax-free Income 2028 Term Cef (DTF) 0.2 $1.4M NEW 127k 11.43
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Vanguard Total Bond Market Etf Etf (BND) 0.2 $1.4M +67% 19k 74.37
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Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.2 $1.4M +76% 26k 54.18
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Vanguard Short-term Bond Etf Etf (BSV) 0.2 $1.4M NEW 18k 78.91
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Johnson & Johnson Stock (JNJ) 0.2 $1.4M +58% 7.6k 185.41
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Eli Lilly & Co Stock (LLY) 0.2 $1.4M +29% 1.8k 762.83
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Costco Whsl Corp Stock (COST) 0.2 $1.4M +20% 1.5k 925.85
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Wisdomtree U.s. Largecap Fund Etf (EPS) 0.2 $1.3M NEW 19k 68.94
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Abbvie Stock (ABBV) 0.2 $1.3M +71% 5.6k 231.53
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Spotify Technology S A Stock (SPOT) 0.2 $1.1M +10% 1.6k 698.00
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Home Depot Stock (HD) 0.2 $1.1M +57% 2.7k 405.22
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Exxon Mobil Corp Stock (XOM) 0.2 $1.1M +89% 9.5k 112.75
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American Express Stock (AXP) 0.2 $1.0M +33% 3.1k 332.15
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Bank America Corp Stock (BAC) 0.2 $1.0M +40% 20k 51.59
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Vanguard Growth ETF Etf (VUG) 0.2 $997k +208% 2.1k 479.61
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Blackrock Mun Target Term Tr Com Shs Ben In Cef (BTT) 0.2 $973k NEW 43k 22.46
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Ishares Msci Usa Value Factor Etf Etf (VLUE) 0.2 $952k NEW 7.6k 125.06
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International Business Machs Stock (IBM) 0.1 $877k +74% 3.1k 282.13
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Dimensional Emerging Markets Sustainability Core 1 Etf Etf (DFSE) 0.1 $871k -2% 21k 41.09
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iShares Core S&P Total U.S. Stock Market ETF Etf (ITOT) 0.1 $864k NEW 5.9k 145.66
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Wells Fargo Stock (WFC) 0.1 $837k +37% 10k 83.82
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Applovin Corp Com Cl A Stock (APP) 0.1 $828k NEW 1.2k 718.54
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Applied Matls Stock (AMAT) 0.1 $818k +14% 4.0k 204.74
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Goldman Sachs Group Stock (GS) 0.1 $804k +37% 1.0k 796.31
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Ishares Russell 2000 Etf Etf (IWM) 0.1 $799k 3.3k 241.96
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Procter And Gamble Stock (PG) 0.1 $796k +38% 5.2k 153.64
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Asml Holding N V N Y Registry Adr (ASML) 0.1 $787k 813.00 967.90
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Mcdonalds Corp Stock (MCD) 0.1 $787k +8% 2.6k 303.94
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iShares S&P 500 Growth ETF Etf (IVW) 0.1 $780k 6.5k 120.72
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Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.1 $754k 1.00 754200.00
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Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.1 $752k 5.1k 148.61
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Abbott Labs Stock (ABT) 0.1 $748k +40% 5.6k 133.94
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Intuit Stock (INTU) 0.1 $742k +16% 1.1k 683.11
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Cisco Sys Stock (CSCO) 0.1 $724k +54% 11k 68.42
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Palantir Technologies Inc Cl A Stock (PLTR) 0.1 $706k +32% 3.9k 182.42
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Lam Research Corp Stock (LRCX) 0.1 $689k +46% 5.1k 133.91
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Morgan Stanley Stock (MS) 0.1 $685k +43% 4.3k 158.96
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Verizon Communications Stock (VZ) 0.1 $679k +65% 15k 43.95
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Philip Morris Intl Stock (PM) 0.1 $669k +24% 4.1k 162.22
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Taiwan Semiconductor Mfg Adr (TSM) 0.1 $657k 2.4k 279.35
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Terawulf Stock (WULF) 0.1 $640k 56k 11.42
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Comcast Corp New Cl A Stock (CMCSA) 0.1 $631k +23% 20k 31.42
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Chevron Corp Stock (CVX) 0.1 $626k +152% 4.0k 155.28
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At&t Stock (T) 0.1 $625k +68% 22k 28.24
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Williams Sonoma Stock (WSM) 0.1 $625k +15% 3.2k 195.45
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Linde Stock (LIN) 0.1 $613k +66% 1.3k 474.85
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Qualcomm Stock (QCOM) 0.1 $611k +37% 3.7k 166.36
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Ge Aerospace Stock (GE) 0.1 $605k +32% 2.0k 300.88
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Novartis Adr (NVS) 0.1 $603k +7% 4.7k 128.24
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Salesforce Stock (CRM) 0.1 $586k +20% 2.5k 236.98
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Sap Se Adr (SAP) 0.1 $585k +2% 2.2k 267.21
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Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.1 $577k +7% 8.7k 65.92
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Blackrock Tax Municpal Bd Tr Cef (BBN) 0.1 $574k NEW 35k 16.60
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Gilead Sciences Stock (GILD) 0.1 $573k +66% 5.2k 111.00
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Blackstone Stock (BX) 0.1 $572k +10% 3.3k 170.87
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Pepsico Stock (PEP) 0.1 $564k +42% 4.0k 140.46
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Technology Select Sector Spdr Fund Etf (XLK) 0.1 $564k 2.0k 281.86
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Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.1 $563k 1.2k 463.83
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Merck & Co Stock (MRK) 0.1 $562k +60% 6.7k 83.92
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Nuveen Multi-mkt Income Cef (JMM) 0.1 $558k NEW 89k 6.29
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Capital One Finl Corp Stock (COF) 0.1 $557k +47% 2.6k 212.55
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Citigroup Stock (C) 0.1 $556k +41% 5.5k 101.50
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Virtus Dividend Interest & Pr Cef (NFJ) 0.1 $553k NEW 43k 13.01
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Nextera Energy Stock (NEE) 0.1 $551k +14% 7.3k 75.49
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Abrdn Physical Precious Metals Basket Shares Etf Etf (GLTR) 0.1 $546k 3.3k 165.45
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Caterpillar Stock (CAT) 0.1 $546k +120% 1.1k 477.15
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Celestica Stock (CLS) 0.1 $545k 2.2k 246.38
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Ishares Core S&p Mid-cap Etf Etf (IJH) 0.1 $540k 8.3k 65.26
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Altria Group Stock (MO) 0.1 $534k +17% 8.1k 66.06
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Tcw Strategic Income Cef (TSI) 0.1 $530k NEW 108k 4.92
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Micron Technology Stock (MU) 0.1 $508k +46% 3.0k 167.32
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Ishares Msci Eafe Etf Etf (EFA) 0.1 $503k 5.4k 93.37
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Disney Walt Stock (DIS) 0.1 $496k +42% 4.3k 114.50
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Coca Cola Stock (KO) 0.1 $483k +47% 7.3k 66.32
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Ishares Msci Emerging Markets Etf Etf (EEM) 0.1 $477k 8.9k 53.40
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Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM) 0.1 $475k 15k 32.07
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Tjx Cos Stock (TJX) 0.1 $473k +83% 3.3k 144.55
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Toast Inc Cl A Stock (TOST) 0.1 $463k +3% 13k 36.51
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Servicenow Stock (NOW) 0.1 $459k +10% 499.00 920.28
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Intercontinental Exchange Stock (ICE) 0.1 $457k +27% 2.7k 168.49
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Rtx Corporation Stock (RTX) 0.1 $455k +80% 2.7k 167.35
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Medtronic Stock (MDT) 0.1 $453k +85% 4.8k 95.24
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Advanced Micro Devices Stock (AMD) 0.1 $452k +42% 2.8k 161.80
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Vanguard Small-cap Etf Etf (VB) 0.1 $450k 1.8k 254.28
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Kla Corp Stock (KLAC) 0.1 $444k NEW 412.00 1078.60
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Vanguard Information Technology Etf Etf (VGT) 0.1 $434k NEW 582.00 746.44
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Amgen Stock (AMGN) 0.1 $434k +80% 1.5k 282.13
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Texas Instrs Stock (TXN) 0.1 $433k +21% 2.4k 183.70
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General Mtrs Stock (GM) 0.1 $428k +50% 7.0k 60.97
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Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.1 $428k 1.9k 222.12
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Thermo Fisher Scientific Stock (TMO) 0.1 $422k +46% 871.00 484.77
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Palo Alto Networks Stock (PANW) 0.1 $418k +11% 2.1k 203.67
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Booking Holdings Stock (BKNG) 0.1 $416k +24% 77.00 5399.27
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Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR) 0.1 $413k 9.4k 43.78
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Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.1 $410k 687.00 596.03
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Adobe Stock (ADBE) 0.1 $409k +42% 1.2k 352.88
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Banco Santander Adr (SAN) 0.1 $403k 39k 10.48
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Robinhood Mkts Inc Com Cl A Stock (HOOD) 0.1 $403k NEW 2.8k 143.18
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Newmont Corp Stock (NEM) 0.1 $401k NEW 4.8k 84.31
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Ge Vernova Stock (GEV) 0.1 $399k +38% 650.00 614.50
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Stryker Corporation Stock (SYK) 0.1 $399k +27% 1.1k 369.68
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Bank New York Mellon Corp Stock (BK) 0.1 $397k NEW 3.6k 108.95
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Shell Plc Spon Ads Adr (SHEL) 0.1 $397k 5.5k 71.53
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Schwab U.s. Small-cap Etf Etf (SCHA) 0.1 $391k 14k 27.90
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Autodesk Stock (ADSK) 0.1 $390k +52% 1.2k 317.67
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Arista Networks Stock (ANET) 0.1 $390k +26% 2.7k 145.73
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Nu Hldgs Ltd Ord Shs Cl A Stock (NU) 0.1 $390k 24k 16.01
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Amphenol Corp New Cl A Stock (APH) 0.1 $389k +38% 3.1k 123.76
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Uber Technologies Stock (UBER) 0.1 $379k +37% 3.9k 97.96
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Astrazeneca Adr (AZN) 0.1 $376k +11% 4.9k 76.71
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T-mobile Us Stock (TMUS) 0.1 $375k +69% 1.6k 239.33
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Ark Innovation Etf Etf (ARKK) 0.1 $374k 4.3k 86.30
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Boston Scientific Corp Stock (BSX) 0.1 $371k +26% 3.8k 97.63
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Emcor Group Stock (EME) 0.1 $370k +40% 569.00 649.54
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HSBC HLDGS Adr (HSBC) 0.1 $366k 5.2k 70.98
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Copa Holdings Sa Cl A Stock (CPA) 0.1 $365k 3.1k 118.82
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Banco Bilbao Vizcaya Argentari Adr (BBVA) 0.1 $362k 19k 19.25
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Progressive Corp Stock (PGR) 0.1 $350k +55% 1.4k 246.89
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Rockwell Automation Stock (ROK) 0.1 $347k +22% 994.00 349.53
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Intel Corp Stock (INTC) 0.1 $347k NEW 10k 33.55
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Blackrock Stock (BLK) 0.1 $347k +38% 298.00 1164.04
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Schwab Charles Corp Stock (SCHW) 0.1 $346k NEW 3.6k 95.46
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Conocophillips Stock (COP) 0.1 $344k +52% 3.6k 94.59
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Schwab Fundamental International Equity Etf Etf (FNDF) 0.1 $344k 8.0k 42.96
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Gdl Fd Com Sh Ben It Cef (GDL) 0.1 $338k NEW 40k 8.55
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Intuitive Surgical Stock (ISRG) 0.1 $337k +4% 754.00 447.25
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Vici Pptys Reit (VICI) 0.1 $335k +5% 10k 32.61
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Cadence Design System Stock (CDNS) 0.1 $335k +15% 954.00 351.26
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Dws Municipal Income Cef (KTF) 0.1 $332k NEW 36k 9.17
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Eaton Corp Stock (ETN) 0.1 $331k +55% 883.00 374.34
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The Cigna Group Stock (CI) 0.1 $324k +21% 1.1k 288.25
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Union Pac Corp Stock (UNP) 0.1 $323k NEW 1.4k 236.39
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Pfizer Stock (PFE) 0.1 $321k +33% 13k 25.48
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Manulife Finl Corp Stock (MFC) 0.1 $318k -3% 10k 31.15
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S&p Global Stock (SPGI) 0.1 $316k +66% 650.00 486.76
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American Intl Group Stock (AIG) 0.1 $311k +45% 4.0k 78.54
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Ishares Msci Japan Etf Etf (EWJ) 0.1 $311k 3.9k 80.21
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Te Connectivity Plc Ord Stock (TEL) 0.1 $310k NEW 1.4k 219.53
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Vertex Pharmaceuticals Stock (VRTX) 0.0 $306k +9% 782.00 391.56
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Travelers Companies Stock (TRV) 0.0 $306k NEW 1.1k 279.28
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Kroger Stock (KR) 0.0 $303k NEW 4.5k 67.41
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Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT) 0.0 $301k 6.8k 44.58
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Danaher Corporation Stock (DHR) 0.0 $300k +8% 1.5k 198.30
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iShares iBoxx $ High Yield Corporate Bond ETF Etf (HYG) 0.0 $297k NEW 3.7k 81.19
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Cvs Health Corp Stock (CVS) 0.0 $295k NEW 3.9k 75.39
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Sony Group Corp Adr (SONY) 0.0 $294k 10k 28.79
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Jpmorgan Betabuilders Canada Etf Etf (BBCA) 0.0 $293k 3.4k 87.23
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Unitedhealth Group Stock (UNH) 0.0 $293k -27% 849.00 345.25
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Novo-nordisk A S Adr (NVO) 0.0 $291k -20% 5.2k 55.49
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Cheniere Energy Stock (LNG) 0.0 $290k NEW 1.2k 235.03
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Hca Healthcare Stock (HCA) 0.0 $290k +26% 680.00 426.20
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Ubs Group Stock (UBS) 0.0 $284k +6% 6.9k 41.00
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United Rentals Stock (URI) 0.0 $281k NEW 294.00 954.66
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Invesco Qqq Trust Series I Etf (QQQ) 0.0 $280k 467.00 600.39
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Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $280k -16% 1.1k 246.63
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Sherwin Williams Stock (SHW) 0.0 $279k NEW 805.00 346.11
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Howmet Aerospace Stock (HWM) 0.0 $278k NEW 1.4k 196.23
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Vistra Corp Stock (VST) 0.0 $277k NEW 1.4k 195.92
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Crh Plc Ord Stock (CRH) 0.0 $276k NEW 2.3k 119.89
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Northrop Grumman Corp Stock (NOC) 0.0 $273k NEW 448.00 609.70
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Hewlett Packard Enterprise Stock (HPE) 0.0 $273k NEW 11k 24.56
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Chubb Stock (CB) 0.0 $273k NEW 966.00 282.13
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Kinder Morgan Inc Del Stock (KMI) 0.0 $272k NEW 9.6k 28.31
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Idexx Labs Stock (IDXX) 0.0 $270k NEW 423.00 638.89
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Ladder Cap Corp Cl A Reit (LADR) 0.0 $270k NEW 25k 10.91
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Toyota Motor Corp Ads Adr (TM) 0.0 $268k +4% 1.4k 191.09
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Ares Capital Corp Cef (ARCC) 0.0 $265k 13k 20.41
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Flexshares Stoxx Global Broad Infrastructure Index Fund Etf (NFRA) 0.0 $265k 4.2k 62.92
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Ebay Stock (EBAY) 0.0 $263k NEW 2.9k 90.94
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D R Horton Stock (DHI) 0.0 $263k NEW 1.6k 169.47
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Parker-hannifin Corp Stock (PH) 0.0 $262k NEW 346.00 758.43
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Ishares Core Msci Eafe Etf Etf (IEFA) 0.0 $261k +23% 3.0k 87.31
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Lockheed Martin Corp Stock (LMT) 0.0 $257k NEW 515.00 499.24
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Trane Technologies Stock (TT) 0.0 $257k NEW 609.00 421.68
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Lowes Cos Stock (LOW) 0.0 $257k NEW 1.0k 251.36
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Mitsubishi Ufj Finl Group Adr (MUFG) 0.0 $257k +3% 16k 15.94
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Enterprise Prods Partners Stock (EPD) 0.0 $256k 8.2k 31.27
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Automatic Data Processing Stock (ADP) 0.0 $255k NEW 868.00 293.50
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Mercadolibre Stock (MELI) 0.0 $255k +5% 109.00 2336.94
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United Airls Hldgs Stock (UAL) 0.0 $254k NEW 2.6k 96.49
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Deere & Co Stock (DE) 0.0 $254k NEW 555.00 457.26
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Nike Inc Cl B Stock (NKE) 0.0 $253k NEW 3.6k 69.73
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Honeywell Intl Stock (HON) 0.0 $253k NEW 1.2k 210.46
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Anglogold Ashanti Stock (AU) 0.0 $251k NEW 3.6k 70.33
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Oreilly Automotive Stock (ORLY) 0.0 $249k NEW 2.3k 107.81
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Vanguard Total World Stock Etf Etf (VT) 0.0 $248k NEW 1.8k 137.82
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Carvana Co Cl A Stock (CVNA) 0.0 $240k NEW 636.00 377.24
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Marathon Pete Corp Stock (MPC) 0.0 $238k NEW 1.2k 192.72
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Hartford Insurance Group Stock (HIG) 0.0 $236k NEW 1.8k 133.39
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Aflac Stock (AFL) 0.0 $235k NEW 2.1k 111.70
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Core Scientific Stock (CORZ) 0.0 $235k 13k 17.94
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Cardinal Health Stock (CAH) 0.0 $234k NEW 1.5k 156.96
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Flaherty & Crumrine Total Retu Cef (FLC) 0.0 $230k NEW 13k 17.82
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Barings Bdc Cef (BBDC) 0.0 $230k NEW 26k 8.76
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Analog Devices Stock (ADI) 0.0 $229k NEW 932.00 245.68
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Ferguson Enterprises Stock (FERG) 0.0 $228k NEW 1.0k 224.58
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Ishares Msci India Etf Etf (INDA) 0.0 $228k +6% 4.4k 52.06
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Flexshares Global Quality Real Estate Index Fund Etf (GQRE) 0.0 $227k 3.7k 60.96
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Cummins Stock (CMI) 0.0 $226k NEW 536.00 422.32
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Flex Ltd Ord Stock (FLEX) 0.0 $226k NEW 3.9k 57.97
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Emerson Elec Stock (EMR) 0.0 $223k NEW 1.7k 131.18
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Mckesson Corp Stock (MCK) 0.0 $222k NEW 287.00 772.20
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Paypal Hldgs Stock (PYPL) 0.0 $222k NEW 3.3k 67.06
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Pioneer Floating Rate Fund Cef (PHD) 0.0 $221k NEW 22k 9.96
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Synopsys Stock (SNPS) 0.0 $220k NEW 447.00 493.12
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Seagate Technology Hldngs Plc Ord Stock (STX) 0.0 $219k NEW 927.00 236.06
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Motorola Solutions Stock (MSI) 0.0 $219k NEW 478.00 457.21
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Illinois Tool Wks Stock (ITW) 0.0 $219k NEW 838.00 260.76
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General Dynamics Corp Stock (GD) 0.0 $215k NEW 629.00 341.16
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Fedex Corp Stock (FDX) 0.0 $215k NEW 910.00 235.81
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Nxp Semiconductors N V Stock (NXPI) 0.0 $215k NEW 942.00 227.73
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Paramount Skydance Corp Com Cl B Stock (PSKY) 0.0 $214k NEW 11k 18.92
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Royal Caribbean Group Stock (RCL) 0.0 $212k NEW 655.00 323.58
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Nrg Energy Stock (NRG) 0.0 $212k NEW 1.3k 161.95
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iShares 3-7 Year Treasury Bond ETF Etf (IEI) 0.0 $211k NEW 1.8k 119.51
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Ishares New York Muni Bond Etf Etf (NYF) 0.0 $209k 3.9k 53.35
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State Str Corp Stock (STT) 0.0 $209k NEW 1.8k 116.01
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Delta Air Lines Inc Del Stock (DAL) 0.0 $208k NEW 3.7k 56.75
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Johnson Ctls Intl Stock (JCI) 0.0 $208k NEW 1.9k 109.95
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Ameriprise Finl Stock (AMP) 0.0 $208k NEW 422.00 491.77
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Constellation Energy Corp Stock (CEG) 0.0 $207k NEW 628.00 328.82
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Invesco S&p 500 Equal Weight Health Care Etf Etf (RSPH) 0.0 $206k 7.0k 29.39
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Quanta Svcs Stock (PWR) 0.0 $206k NEW 496.00 414.42
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Lpl Finl Hldgs Stock (LPLA) 0.0 $205k NEW 616.00 332.54
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Marsh & Mclennan Cos Stock (MMC) 0.0 $205k NEW 1.0k 201.48
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Monster Beverage Corp Stock (MNST) 0.0 $204k NEW 3.0k 67.30
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Unum Group Stock (UNM) 0.0 $203k NEW 2.6k 77.78
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Jpmorgan Betabuilders Developed Asia Pacific Ex-japan Etf Etf (BBAX) 0.0 $201k NEW 3.6k 56.34
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Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.0 $201k NEW 3.5k 57.10
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Transdigm Group Stock (TDG) 0.0 $200k NEW 152.00 1318.02
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Us Bancorp Del Stock (USB) 0.0 $200k NEW 4.1k 48.34
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Crescent Cap Bdc Stock (CCAP) 0.0 $189k NEW 13k 14.26
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First Tr Sr Fltg Rate Income F Cef (FCT) 0.0 $176k NEW 18k 10.00
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Vodafone Group Adr (VOD) 0.0 $161k 14k 11.60
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Aes Corp Stock (AES) 0.0 $140k NEW 11k 13.16
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Tpg Re Fin Tr Reit (TRTX) 0.0 $138k NEW 16k 8.56
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Ford Mtr Stock (F) 0.0 $137k NEW 11k 11.96
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Haleon Plc Spon Ads Adr (HLN) 0.0 $130k -10% 15k 8.97
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Mizuho Financial Group Adr (MFG) 0.0 $115k +6% 17k 6.70
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Genworth Finl Stock (GNW) 0.0 $106k +19% 12k 8.90
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Western Un Stock (WU) 0.0 $93k NEW 12k 7.99
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Lloyds Banking Group Adr (LYG) 0.0 $85k +4% 19k 4.54
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Icl Group Stock (ICL) 0.0 $73k 12k 6.27
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Allogene Therapeutics Stock (ALLO) 0.0 $18k 14k 1.24
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Past Filings by Seven Mile Advisory

SEC 13F filings are viewable for Seven Mile Advisory going back to 2023