Seven Mile Advisory
Latest statistics and disclosures from Seven Mile Advisory's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, NVDA, AAPL, AMZN, MSFT, and represent 37.76% of Seven Mile Advisory's stock portfolio.
- Added to shares of these 10 stocks: AAPL, AMZN, GOOGL, MSFT, VOO, GOOG, META, ANET, COP, GILD.
- Started 14 new stock positions in CLS, GILD, COP, TMUS, ANET, ICL, BLK, VRN, FI, VTRS. SONY, EQIX, PARA, CL.
- Reduced shares in these 10 stocks: SNAP, VCIT, VGSH, DFAE, ELV, AMGN, GUNR, NKE, Avangrid, Arista Networks.
- Sold out of its positions in AFL, AMGN, ELV, Arista Networks, Avangrid, BK, BHP, BTG, GSK, EL. MELI, NKE, PFE, RELX, SPGI, SNAP, SMFG, ZTS, ALC.
- Seven Mile Advisory was a net buyer of stock by $2.5M.
- Seven Mile Advisory has $157M in assets under management (AUM), dropping by 3.72%.
- Central Index Key (CIK): 0001987932
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Portfolio Holdings for Seven Mile Advisory
Seven Mile Advisory holds 167 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Trust Etf (SPY) | 12.1 | $19M | 32k | 586.08 |
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| Nvidia Corporation Stock (NVDA) | 9.9 | $16M | 116k | 134.29 |
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| Apple Stock (AAPL) | 6.8 | $11M | +18% | 43k | 250.42 |
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| Amazon Stock (AMZN) | 4.5 | $7.1M | +19% | 32k | 219.39 |
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| Microsoft Corp Stock (MSFT) | 4.4 | $6.9M | +9% | 16k | 421.50 |
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| Vanguard S&p 500 Etf Etf (VOO) | 4.1 | $6.5M | +6% | 12k | 538.79 |
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| Dimensional Emerging Core Equity Market Etf Etf (DFAE) | 2.4 | $3.8M | -8% | 151k | 25.37 |
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| Meta Platforms Inc Cl A Stock (META) | 1.9 | $3.0M | +11% | 5.2k | 585.46 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 1.9 | $3.0M | +14% | 16k | 190.44 |
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| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 1.9 | $3.0M | +26% | 16k | 189.30 |
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| Vanguard Short-term Treasury Etf Etf (VGSH) | 1.6 | $2.6M | -17% | 44k | 58.18 |
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| Ishares Russell 1000 Growth Etf Etf (IWF) | 1.6 | $2.5M | +4% | 6.2k | 401.60 |
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| Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) | 1.6 | $2.5M | -19% | 31k | 80.27 |
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| Jpmorgan Chase & Co Stock (JPM) | 1.3 | $2.1M | 8.6k | 239.71 |
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| Broadcom Stock (AVGO) | 1.1 | $1.8M | +11% | 7.7k | 231.84 |
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| Tesla Stock (TSLA) | 1.1 | $1.7M | +17% | 4.1k | 403.84 |
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| Visa Inc Com Cl A Stock (V) | 1.0 | $1.5M | +9% | 4.7k | 316.04 |
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| Ishares Russell 1000 Value Etf Etf (IWD) | 0.9 | $1.5M | 7.9k | 185.13 |
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| Spdr Portfolio S&p 500 Value Etf Etf (SPYV) | 0.9 | $1.4M | 28k | 51.14 |
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| Mastercard Incorporated Cl A Stock (MA) | 0.9 | $1.4M | +8% | 2.6k | 526.57 |
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| Ishares Dow Jones U.s. Etf Etf (IYY) | 0.8 | $1.3M | 9.3k | 143.09 |
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| Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.8 | $1.3M | 27k | 47.82 |
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| Vanguard Total Bond Market Etf Etf (BND) | 0.8 | $1.3M | -15% | 18k | 71.91 |
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| Walmart Stock (WMT) | 0.7 | $1.2M | +9% | 13k | 90.35 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.7 | $1.1M | +16% | 2.5k | 453.28 |
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| Costco Whsl Corp Stock (COST) | 0.7 | $1.1M | 1.2k | 916.45 |
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| Eli Lilly & Co Stock (LLY) | 0.7 | $1.0M | +3% | 1.4k | 771.95 |
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| Oracle Corp Stock (ORCL) | 0.6 | $963k | +32% | 5.8k | 166.64 |
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| Netflix Stock (NFLX) | 0.6 | $955k | 1.1k | 891.21 |
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| Unitedhealth Group Stock (UNH) | 0.5 | $801k | -15% | 1.6k | 505.83 |
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| Ishares Russell 2000 Etf Etf (IWM) | 0.5 | $729k | 3.3k | 220.96 |
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| Dimensional Emerging Markets Sustainability Core 1 Etf Etf (DFSE) | 0.5 | $719k | 22k | 33.13 |
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| Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 0.4 | $681k | 1.00 | 680920.00 |
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| American Express Stock (AXP) | 0.4 | $666k | +19% | 2.2k | 296.79 |
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| Mcdonalds Corp Stock (MCD) | 0.4 | $666k | +7% | 2.3k | 289.89 |
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| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 0.4 | $658k | -10% | 15k | 44.04 |
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| iShares S&P 500 Growth ETF Etf (IVW) | 0.4 | $656k | 6.5k | 101.53 |
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| Procter And Gamble Stock (PG) | 0.4 | $655k | +2% | 3.9k | 167.65 |
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| Bank America Corp Stock (BAC) | 0.4 | $651k | +16% | 15k | 43.95 |
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| Home Depot Stock (HD) | 0.4 | $648k | +24% | 1.7k | 388.99 |
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| Comcast Corp New Cl A Stock (CMCSA) | 0.4 | $646k | 17k | 37.53 |
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| Spotify Technology S A Stock (SPOT) | 0.4 | $631k | +25% | 1.4k | 447.38 |
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| Johnson & Johnson Stock (JNJ) | 0.4 | $630k | -25% | 4.4k | 144.62 |
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| DFA U.S. Small Cap ETF Etf (DFAS) | 0.4 | $622k | 9.6k | 65.08 |
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| Ishares Core S&p 500 Etf Etf (IVV) | 0.4 | $613k | 1.0k | 588.68 |
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| Intuit Stock (INTU) | 0.4 | $612k | -8% | 973.00 | 628.50 |
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| iShares S&P 500 Value ETF Etf (IVE) | 0.4 | $602k | 3.2k | 190.88 |
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| Salesforce Stock (CRM) | 0.4 | $589k | +2% | 1.8k | 334.33 |
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| Merck & Co Stock (MRK) | 0.4 | $583k | +19% | 5.9k | 99.48 |
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| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.4 | $581k | 1.7k | 351.79 |
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| Novo-nordisk A S Adr (NVO) | 0.4 | $566k | -11% | 6.6k | 86.02 |
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| Shopify Inc Cl A Stock (SHOP) | 0.3 | $539k | +2% | 5.1k | 106.33 |
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| Blackstone Stock (BX) | 0.3 | $537k | +41% | 3.1k | 172.42 |
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| Asml Holding N V N Y Registry Adr (ASML) | 0.3 | $532k | +9% | 768.00 | 693.08 |
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| Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) | 0.3 | $532k | +70% | 1.3k | 425.41 |
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| Sap Se Adr (SAP) | 0.3 | $530k | 2.2k | 246.21 |
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| Ishares Core S&p Mid-cap Etf Etf (IJH) | 0.3 | $522k | 8.4k | 62.31 |
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| Williams Sonoma Stock (WSM) | 0.3 | $501k | -7% | 2.7k | 185.18 |
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| Abbvie Stock (ABBV) | 0.3 | $494k | +3% | 2.8k | 177.70 |
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| Exxon Mobil Corp Stock (XOM) | 0.3 | $492k | -8% | 4.6k | 107.57 |
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| Applied Matls Stock (AMAT) | 0.3 | $479k | -6% | 2.9k | 162.63 |
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| Technology Select Sector Spdr Fund Etf (XLK) | 0.3 | $470k | 2.0k | 232.52 |
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| Wells Fargo Stock (WFC) | 0.3 | $466k | +6% | 6.6k | 70.24 |
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| Nextera Energy Stock (NEE) | 0.3 | $458k | +4% | 6.4k | 71.69 |
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| Taiwan Semiconductor Mfg Adr (TSM) | 0.3 | $444k | -4% | 2.2k | 197.49 |
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| Servicenow Stock (NOW) | 0.3 | $437k | 412.00 | 1061.21 |
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| Qualcomm Stock (QCOM) | 0.3 | $430k | +13% | 2.8k | 153.62 |
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| Ishares Core Msci Emerging Markets Etf Etf (IEMG) | 0.3 | $426k | 8.2k | 52.22 |
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| Goldman Sachs Group Stock (GS) | 0.3 | $426k | +5% | 744.00 | 572.62 |
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| Vanguard Small-cap Etf Etf (VB) | 0.3 | $425k | 1.8k | 240.28 |
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| Adobe Stock (ADBE) | 0.3 | $421k | -20% | 946.00 | 444.57 |
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| Cisco Sys Stock (CSCO) | 0.3 | $411k | +5% | 6.9k | 59.20 |
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| Texas Instrs Stock (TXN) | 0.3 | $410k | -20% | 2.2k | 187.51 |
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| Ishares Msci Eafe Etf Etf (EFA) | 0.3 | $408k | 5.4k | 75.62 |
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| Toast Inc Cl A Stock (TOST) | 0.3 | $402k | +40% | 11k | 36.45 |
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| Spdr S&p Midcap 400 Etf Trust Etf (MDY) | 0.2 | $391k | 687.00 | 569.58 |
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| Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM) | 0.2 | $388k | 15k | 26.19 |
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| Abbott Labs Stock (ABT) | 0.2 | $388k | +5% | 3.4k | 113.11 |
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| Intuitive Surgical Stock (ISRG) | 0.2 | $381k | 730.00 | 521.96 |
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| Pepsico Stock (PEP) | 0.2 | $376k | 2.5k | 152.06 |
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| Ishares Msci Emerging Markets Etf Etf (EEM) | 0.2 | $374k | 8.9k | 41.82 |
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| Shell Plc Spon Ads Adr (SHEL) | 0.2 | $364k | -3% | 5.8k | 62.65 |
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| Abrdn Physical Precious Metals Basket Shares Etf Etf (GLTR) | 0.2 | $362k | 3.3k | 109.80 |
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| Thermo Fisher Scientific Stock (TMO) | 0.2 | $362k | +23% | 696.00 | 520.41 |
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| Schwab U.s. Small-cap Etf Etf (SCHA) | 0.2 | $362k | +100% | 14k | 25.86 |
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| Morgan Stanley Stock (MS) | 0.2 | $358k | -3% | 2.8k | 125.72 |
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| Fidelity Msci Information Technology Index Etf Etf (FTEC) | 0.2 | $356k | 1.9k | 184.92 |
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| Novartis Adr (NVS) | 0.2 | $349k | -10% | 3.6k | 97.31 |
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| Altria Group Stock (MO) | 0.2 | $348k | +9% | 6.6k | 52.29 |
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| Palo Alto Networks Stock (PANW) | 0.2 | $347k | +123% | 1.9k | 181.96 |
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| International Business Machs Stock (IBM) | 0.2 | $344k | +70% | 1.6k | 219.78 |
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| Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR) | 0.2 | $343k | -44% | 9.4k | 36.36 |
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| Disney Walt Stock (DIS) | 0.2 | $340k | +21% | 3.0k | 111.35 |
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| Verizon Communications Stock (VZ) | 0.2 | $335k | -2% | 8.4k | 39.99 |
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| Manulife Finl Corp Stock (MFC) | 0.2 | $326k | 11k | 30.71 |
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| Booking Holdings Stock (BKNG) | 0.2 | $323k | +4% | 65.00 | 4968.42 |
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| Philip Morris Intl Stock (PM) | 0.2 | $321k | +6% | 2.7k | 120.35 |
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| Danaher Corporation Stock (DHR) | 0.2 | $320k | 1.4k | 229.55 |
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| Toyota Motor Corp Ads Adr (TM) | 0.2 | $317k | +20% | 1.6k | 194.61 |
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| Linde Stock (LIN) | 0.2 | $317k | -8% | 757.00 | 418.67 |
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| Chevron Corp Stock (CVX) | 0.2 | $309k | +19% | 2.1k | 144.82 |
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| At&t Stock (T) | 0.2 | $308k | +11% | 14k | 22.77 |
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| Intercontinental Exchange Stock (ICE) | 0.2 | $304k | +5% | 2.0k | 149.01 |
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| Cadence Design System Stock (CDNS) | 0.2 | $297k | 988.00 | 300.46 |
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| Arista Networks Stock (ANET) | 0.2 | $291k | NEW | 2.6k | 110.53 |
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| Unilever Adr (UL) | 0.2 | $287k | +7% | 5.1k | 56.70 |
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| Capital One Finl Corp Stock (COF) | 0.2 | $286k | 1.6k | 178.32 |
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| Ares Capital Corp Cef (ARCC) | 0.2 | $285k | 13k | 21.89 |
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| Vertex Pharmaceuticals Stock (VRTX) | 0.2 | $276k | 686.00 | 402.70 |
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| Vanguard Growth ETF Etf (VUG) | 0.2 | $276k | 673.00 | 410.44 |
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| Boston Scientific Corp Stock (BSX) | 0.2 | $273k | 3.1k | 89.32 |
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| Citigroup Stock (C) | 0.2 | $270k | -4% | 3.8k | 70.39 |
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| Astrazeneca Adr (AZN) | 0.2 | $269k | 4.1k | 65.52 |
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| Stryker Corporation Stock (SYK) | 0.2 | $269k | 746.00 | 360.05 |
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| HSBC HLDGS Adr (HSBC) | 0.2 | $267k | +3% | 5.4k | 49.46 |
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| Schwab Fundamental International Equity Etf Etf (FNDF) | 0.2 | $266k | 8.0k | 33.21 |
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| Ishares Msci Japan Etf Etf (EWJ) | 0.2 | $263k | -13% | 3.9k | 67.10 |
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| Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT) | 0.2 | $262k | 7.0k | 37.42 |
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| Lam Research Corp Stock (LRCX) | 0.2 | $259k | +837% | 3.6k | 72.23 |
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| Conocophillips Stock (COP) | 0.2 | $257k | NEW | 2.6k | 99.17 |
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| Enterprise Prods Partners Stock (EPD) | 0.2 | $257k | 8.2k | 31.36 |
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| Nu Hldgs Ltd Ord Shs Cl A Stock (NU) | 0.2 | $254k | +26% | 25k | 10.36 |
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| General Mtrs Stock (GM) | 0.2 | $250k | +4% | 4.7k | 53.27 |
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| Gilead Sciences Stock (GILD) | 0.2 | $246k | NEW | 2.7k | 92.37 |
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| Fiserv Stock (FI) | 0.2 | $246k | NEW | 1.2k | 205.42 |
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| Rockwell Automation Stock (ROK) | 0.2 | $246k | +7% | 859.00 | 285.79 |
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| Coca Cola Stock (KO) | 0.2 | $245k | -24% | 3.9k | 62.26 |
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| Ge Aerospace Stock (GE) | 0.2 | $244k | +33% | 1.5k | 166.79 |
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| Ubs Group Stock (UBS) | 0.2 | $238k | +3% | 7.8k | 30.32 |
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| Jpmorgan Betabuilders Canada Etf Etf (BBCA) | 0.2 | $238k | 3.4k | 70.59 |
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| Invesco Qqq Trust Series I Etf (QQQ) | 0.1 | $235k | 460.00 | 511.23 |
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| The Cigna Group Stock (CI) | 0.1 | $234k | -3% | 848.00 | 276.14 |
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| Ishares U.s. Treasury Bond Etf Etf (GOVT) | 0.1 | $231k | 10k | 22.98 |
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| Target Corp Stock (TGT) | 0.1 | $230k | -6% | 1.7k | 135.18 |
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| Lowes Cos Stock (LOW) | 0.1 | $230k | 930.00 | 246.80 |
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| Vanguard Value ETF Etf (VTV) | 0.1 | $229k | +3% | 1.4k | 169.30 |
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| Flexshares Stoxx Global Broad Infrastructure Index Fund Etf (NFRA) | 0.1 | $228k | 4.2k | 54.22 |
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| Blackrock Stock (BLK) | 0.1 | $228k | NEW | 222.00 | 1025.11 |
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| Sony Group Corp Adr (SONY) | 0.1 | $227k | NEW | 11k | 21.16 |
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| Tjx Cos Stock (TJX) | 0.1 | $226k | 1.9k | 120.81 |
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| Ishares 7-10 Year Treasury Bond Etf Etf (IEF) | 0.1 | $226k | +9% | 2.4k | 92.45 |
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| Equinix Reit (EQIX) | 0.1 | $225k | NEW | 239.00 | 942.89 |
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| Vanguard Small Cap Value Etf Etf (VBR) | 0.1 | $225k | +2% | 1.1k | 198.18 |
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| T-mobile Us Stock (TMUS) | 0.1 | $219k | NEW | 994.00 | 220.73 |
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| Advanced Micro Devices Stock (AMD) | 0.1 | $218k | -8% | 1.8k | 120.79 |
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| Totalenergies Se Adr (TTE) | 0.1 | $218k | -13% | 4.0k | 54.50 |
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| Ishares Msci India Etf Etf (INDA) | 0.1 | $217k | 4.1k | 52.64 |
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| Progressive Corp Stock (PGR) | 0.1 | $215k | -3% | 895.00 | 239.61 |
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| Flexshares Global Quality Real Estate Index Fund Etf (GQRE) | 0.1 | $212k | 3.7k | 56.98 |
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| Autodesk Stock (ADSK) | 0.1 | $212k | -21% | 717.00 | 295.57 |
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| Ishares New York Muni Bond Etf Etf (NYF) | 0.1 | $209k | 3.9k | 53.22 |
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| Medtronic Stock (MDT) | 0.1 | $207k | +14% | 2.6k | 79.88 |
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| Invesco S&p 500 Equal Weight Health Care Etf Etf (RSPH) | 0.1 | $205k | 7.0k | 29.30 |
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| Banco Bilbao Vizcaya Argentari Adr (BBVA) | 0.1 | $204k | +4% | 21k | 9.72 |
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| Colgate Palmolive Stock (CL) | 0.1 | $203k | NEW | 2.2k | 90.91 |
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| Celestica Stock (CLS) | 0.1 | $202k | NEW | 2.2k | 92.30 |
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| Paramount Global Class B Stock (PARA) | 0.1 | $186k | NEW | 18k | 10.46 |
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| Mitsubishi Ufj Finl Group Adr (MUFG) | 0.1 | $173k | +2% | 15k | 11.72 |
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| Banco Santander Adr (SAN) | 0.1 | $169k | -3% | 37k | 4.56 |
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| Haleon Plc Spon Ads Adr (HLN) | 0.1 | $155k | 16k | 9.54 |
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| Viatris Stock (VTRS) | 0.1 | $135k | NEW | 11k | 12.45 |
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| Vodafone Group Adr (VOD) | 0.1 | $117k | +25% | 14k | 8.49 |
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| Mizuho Financial Group Adr (MFG) | 0.1 | $89k | -6% | 18k | 4.89 |
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| Veren Stock (VRN) | 0.0 | $77k | NEW | 15k | 5.14 |
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| Icl Group Stock (ICL) | 0.0 | $59k | NEW | 12k | 4.95 |
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| Lloyds Banking Group Adr (LYG) | 0.0 | $50k | 18k | 2.72 |
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| Ambev Sa Adr (ABEV) | 0.0 | $24k | +8% | 13k | 1.85 |
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Past Filings by Seven Mile Advisory
SEC 13F filings are viewable for Seven Mile Advisory going back to 2023
- Seven Mile Advisory 2024 Q4 filed Feb. 12, 2025
- Seven Mile Advisory 2024 Q3 filed Nov. 13, 2024
- Seven Mile Advisory 2024 Q2 filed Aug. 8, 2024
- Seven Mile Advisory 2024 Q1 filed May 8, 2024
- Seven Mile Advisory 2023 Q4 filed Feb. 9, 2024
- Seven Mile Advisory 2023 Q3 filed Nov. 13, 2023
- Seven Mile Advisory 2023 Q2 filed Aug. 8, 2023