Seven Mile Advisory

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

Tip: Access up to 7 years of quarterly data

Positions held by Seven Mile Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Seven Mile Advisory

Seven Mile Advisory holds 260 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Ftse Developed Markets Etf Etf (VEA) 5.9 $34M +2% 547k 62.47
 View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS) 4.9 $29M +7% 609k 47.08
 View chart
Ishares S&p 100 Etf Etf (OEF) 4.3 $25M 73k 342.97
 View chart
Dimensional International Value Etf Etf (DFIV) 4.0 $24M 472k 49.90
 View chart
Vanguard Total Stock Market Etf Etf (VTI) 4.0 $23M +2% 69k 335.27
 View chart
Vanguard Value ETF Etf (VTV) 3.6 $21M +3% 111k 190.99
 View chart
Vanguard Short-term Treasury Etf Etf (VGSH) 3.5 $20M +16% 345k 58.73
 View chart
Nvidia Corporation Stock (NVDA) 3.2 $19M -19% 100k 186.50
 View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 3.1 $18M +4% 188k 96.16
 View chart
Ishares Core S&p 500 Etf Etf (IVV) 2.6 $15M -4% 23k 684.93
 View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT) 2.5 $15M +8% 247k 59.93
 View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT) 2.5 $15M +5% 638k 23.02
 View chart
Janus Henderson Mortgage-backed Securities Etf Etf (JMBS) 2.2 $13M +6% 275k 45.69
 View chart
Apple Stock (AAPL) 2.1 $12M -24% 44k 271.86
 View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE) 2.1 $12M +4% 368k 32.57
 View chart
Dimensional International Small Cap Value Etf Etf (DISV) 1.9 $11M 295k 38.00
 View chart
Microsoft Corp Stock (MSFT) 1.9 $11M -8% 23k 483.62
 View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV) 1.9 $11M +2% 106k 101.98
 View chart
Special Opportunities Fd Inc 2.75 Cnv Pfd C Convertible Preferred (SPE.PC) 1.6 $9.4M 381k 24.72
 View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) 1.6 $9.0M +4% 101k 89.43
 View chart
Dimensional Us Core Equity Market Etf Etf (DFAU) 1.5 $8.8M +8% 188k 46.80
 View chart
Janus Henderson Securitized Income Etf Etf (JSI) 1.5 $8.5M +5% 163k 52.06
 View chart
State Street Spdr S&p 500 Etf Etf (SPY) 1.4 $7.9M -63% 12k 681.92
 View chart
Invesco Rafi Us 1000 Etf Etf (PRF) 1.3 $7.8M 167k 46.92
 View chart
Amazon Stock (AMZN) 1.3 $7.4M -13% 32k 230.82
 View chart
Janus Henderson Aaa Clo Etf Etf (JAAA) 1.3 $7.4M 145k 50.58
 View chart
Dimensional Us Small Cap Value Etf Etf (DFSV) 1.0 $6.1M 185k 32.89
 View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.0 $5.9M -14% 19k 313.00
 View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.0 $5.7M -12% 18k 313.80
 View chart
Saba Capital Income & Oprnt Cef (BRW) 1.0 $5.7M +33% 816k 7.01
 View chart
Vanguard Small Cap Value Etf Etf (VBR) 0.9 $5.5M 26k 211.79
 View chart
Vanguard S&p 500 Etf Etf (VOO) 0.9 $5.4M -29% 8.6k 627.14
 View chart
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS) 0.9 $5.3M +2% 93k 57.24
 View chart
Ishares Russell 1000 Value Etf Etf (IWD) 0.9 $5.1M -20% 24k 210.34
 View chart
Meta Platforms Inc Cl A Stock (META) 0.7 $4.3M -11% 6.4k 660.06
 View chart
Nuveen Mun Value Cef (NUV) 0.7 $4.2M -24% 466k 9.06
 View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.7 $3.8M -28% 72k 52.88
 View chart
Pgim Short Dur Hig Yld Opp Cef (SDHY) 0.6 $3.8M +9% 230k 16.45
 View chart
Pimco Municipal Income Opportunities Active Exchange-traded Fund Etf (MINO) 0.6 $3.6M 80k 45.32
 View chart
Ishares National Muni Bond Etf Etf (MUB) 0.6 $3.4M 31k 107.11
 View chart
Dimensional National Municipal Bond Etf Etf (DFNM) 0.6 $3.2M 67k 48.17
 View chart
Jpmorgan Chase & Co Stock (JPM) 0.5 $3.1M -16% 9.5k 322.22
 View chart
Broadcom Stock (AVGO) 0.5 $2.9M -18% 8.4k 346.12
 View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.4 $2.5M +42% 30k 83.75
 View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.4 $2.3M +5% 20k 113.72
 View chart
Tesla Stock (TSLA) 0.4 $2.1M -14% 4.7k 449.68
 View chart
Saba Capital Income & Opportun Cef (SABA) 0.3 $2.0M 244k 8.25
 View chart
Eli Lilly & Co Stock (LLY) 0.3 $1.9M 1.8k 1074.43
 View chart
Vanguard Total Bond Market Etf Etf (BND) 0.3 $1.8M +23% 24k 74.07
 View chart
Visa Inc Com Cl A Stock (V) 0.3 $1.7M -27% 4.9k 350.68
 View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.3 $1.7M -17% 3.3k 502.72
 View chart
Special Opportunities Cef (SPE) 0.3 $1.6M +2% 108k 14.69
 View chart
Dtf Tax-free Income 2028 Term Cef (DTF) 0.2 $1.4M 127k 11.42
 View chart
Vanguard Short-term Bond Etf Etf (BSV) 0.2 $1.4M 18k 78.81
 View chart
Mastercard Incorporated Cl A Stock (MA) 0.2 $1.4M -31% 2.5k 570.80
 View chart
Pimco Mortgage-backed Securities Active Exchange-traded Fund Etf (PMBS) 0.2 $1.4M NEW 28k 49.69
 View chart
Walmart Stock (WMT) 0.2 $1.4M -29% 13k 111.41
 View chart
Vanguard Core Tax-exempt Bond Etf Etf (VCRM) 0.2 $1.4M NEW 18k 75.57
 View chart
Wisdomtree U.s. Largecap Fund Etf (EPS) 0.2 $1.4M 19k 70.86
 View chart
Johnson & Johnson Stock (JNJ) 0.2 $1.3M -13% 6.5k 206.96
 View chart
American Express Stock (AXP) 0.2 $1.3M +16% 3.6k 369.91
 View chart
Bank America Corp Stock (BAC) 0.2 $1.2M +11% 22k 55.00
 View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.2 $1.2M -17% 22k 53.76
 View chart
iShares S&P 500 Value ETF Etf (IVE) 0.2 $1.1M -36% 5.4k 212.07
 View chart
Oracle Corp Stock (ORCL) 0.2 $1.1M -29% 5.6k 194.90
 View chart
Ishares Msci Usa Value Factor Etf Etf (VLUE) 0.2 $1.0M 7.7k 136.73
 View chart
Vanguard Growth ETF Etf (VUG) 0.2 $1.0M 2.1k 487.86
 View chart
Pepsico Stock (PEP) 0.2 $1.0M +74% 7.0k 143.52
 View chart
International Business Machs Stock (IBM) 0.2 $991k +7% 3.3k 296.25
 View chart
Blackrock Mun Target Term Tr Com Shs Ben In Cef (BTT) 0.2 $988k 43k 22.82
 View chart
Exxon Mobil Corp Stock (XOM) 0.2 $957k -16% 8.0k 120.34
 View chart
Applied Matls Stock (AMAT) 0.2 $948k -7% 3.7k 256.99
 View chart
Dimensional Emerging Markets Sustainability Core 1 Etf Etf (DFSE) 0.2 $934k +6% 23k 41.48
 View chart
S&p Global Stock (SPGI) 0.2 $912k +168% 1.7k 522.67
 View chart
iShares Core S&P Total U.S. Stock Market ETF Etf (ITOT) 0.2 $885k 5.9k 148.69
 View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.2 $881k +51% 1.8k 480.57
 View chart
Netflix Stock (NFLX) 0.1 $866k +613% 9.2k 93.76
 View chart
Wells Fargo & Co Stock (WFC) 0.1 $865k -7% 9.3k 93.20
 View chart
Micron Technology Stock (MU) 0.1 $824k -5% 2.9k 285.41
 View chart
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB) 0.1 $799k -48% 27k 30.20
 View chart
Abbvie Stock (ABBV) 0.1 $792k -38% 3.5k 228.46
 View chart
Merck & Co Stock (MRK) 0.1 $791k +12% 7.5k 105.25
 View chart
Home Depot Stock (HD) 0.1 $789k -13% 2.3k 344.06
 View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.1 $755k 1.00 754800.00
 View chart
Cisco Sys Stock (CSCO) 0.1 $750k -8% 9.7k 77.03
 View chart
Lam Research Corp Stock (LRCX) 0.1 $740k -16% 4.3k 171.19
 View chart
Applovin Corp Com Cl A Stock (APP) 0.1 $723k -6% 1.1k 673.82
 View chart
Unitedhealth Group Stock (UNH) 0.1 $714k +154% 2.2k 330.09
 View chart
Asml Hldg Nv N Y Registry Adr (ASML) 0.1 $709k -18% 663.00 1069.16
 View chart
Amgen Stock (AMGN) 0.1 $680k +34% 2.1k 327.28
 View chart
Abrdn Physical Precious Metals Basket Shares Etf Etf (GLTR) 0.1 $679k 3.3k 205.60
 View chart
Celestica Stock (CLS) 0.1 $653k 2.2k 295.61
 View chart
Procter & Gamble Stock (PG) 0.1 $622k -16% 4.3k 143.30
 View chart
Citigroup Stock (C) 0.1 $609k -4% 5.2k 116.69
 View chart
Capital One Finl Corp Stock (COF) 0.1 $600k -5% 2.5k 242.33
 View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.1 $599k +44% 992.00 603.28
 View chart
Morgan Stanley Stock (MS) 0.1 $597k -21% 3.4k 177.53
 View chart
Palantir Technologies Inc Cl A Stock (PLTR) 0.1 $584k -15% 3.3k 177.75
 View chart
Abbott Labs Stock (ABT) 0.1 $580k -17% 4.6k 125.29
 View chart
Caterpillar Stock (CAT) 0.1 $579k -11% 1.0k 572.87
 View chart
Verizon Communications Stock (VZ) 0.1 $574k -8% 14k 40.73
 View chart
Tcw Strategic Income Cef (TSI) 0.1 $568k +6% 115k 4.94
 View chart
Blackrock Tax Municpal Bd Tr Cef (BBN) 0.1 $567k 35k 16.32
 View chart
Gilead Sciences Stock (GILD) 0.1 $563k -11% 4.6k 122.74
 View chart
General Mtrs Stock (GM) 0.1 $554k -2% 6.8k 81.32
 View chart
Ge Aerospace Stock (GE) 0.1 $548k -11% 1.8k 308.08
 View chart
Novartis Adr (NVS) 0.1 $546k -15% 4.0k 137.87
 View chart
At&t Stock (T) 0.1 $539k 22k 24.84
 View chart
Costco Wholesale Corporation Stock (COST) 0.1 $538k -58% 624.00 862.50
 View chart
Mcdonalds Corp Stock (MCD) 0.1 $537k -32% 1.8k 305.70
 View chart
Nuveen Multi-mkt Income Cef (JMM) 0.1 $536k 89k 6.04
 View chart
Virtus Dividend Interest & Pr Cef (NFJ) 0.1 $534k -2% 41k 12.89
 View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM) 0.1 $532k +8% 16k 33.08
 View chart
Advanced Micro Devices Stock (AMD) 0.1 $526k -12% 2.5k 214.12
 View chart
Salesforce Stock (CRM) 0.1 $518k -20% 2.0k 264.85
 View chart
Qualcomm Stock (QCOM) 0.1 $515k -17% 3.0k 171.05
 View chart
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.1 $498k -8% 7.5k 66.00
 View chart
Philip Morris Intl Stock (PM) 0.1 $495k -25% 3.1k 160.42
 View chart
Goldman Sachs Group Stock (GS) 0.1 $494k -44% 562.00 878.40
 View chart
Blackstone Stock (BX) 0.1 $473k -8% 3.1k 154.14
 View chart
Vanguard Small-cap Etf Etf (VB) 0.1 $456k 1.8k 257.95
 View chart
Chevron Corporation Stock (CVX) 0.1 $456k -25% 3.0k 152.42
 View chart
Thermo Fisher Scientific Stock (TMO) 0.1 $449k -11% 775.00 579.40
 View chart
Intel Corp Stock (INTC) 0.1 $440k +15% 12k 36.90
 View chart
Vanguard Information Technology Etf Etf (VGT) 0.1 $439k 582.00 754.35
 View chart
Intuit Stock (INTU) 0.1 $439k -39% 662.00 662.57
 View chart
Kla Corp Stock (KLAC) 0.1 $436k -12% 359.00 1215.08
 View chart
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR) 0.1 $433k 9.4k 45.85
 View chart
Rtx Corporation Stock (RTX) 0.1 $433k -13% 2.4k 183.40
 View chart
Altria Group Stock (MO) 0.1 $426k -8% 7.4k 57.66
 View chart
Disney Walt Stock (DIS) 0.1 $418k -15% 3.7k 113.78
 View chart
Banco Santander Sa Adr (SAN) 0.1 $418k -7% 36k 11.73
 View chart
Nextera Energy Stock (NEE) 0.1 $411k -29% 5.1k 80.28
 View chart
Coca Cola Stock (KO) 0.1 $409k -19% 5.8k 69.91
 View chart
Newmont Corp Stock (NEM) 0.1 $400k -15% 4.0k 99.85
 View chart
Schwab U.s. Small-cap Etf Etf (SCHA) 0.1 $399k 14k 28.48
 View chart
Tjx Cos Stock (TJX) 0.1 $397k -20% 2.6k 153.63
 View chart
Linde Stock (LIN) 0.1 $394k -28% 925.00 426.35
 View chart
Bank New York Mellon Corp Stock (BK) 0.1 $388k -8% 3.3k 116.09
 View chart
Astrazeneca Plc Ord Adr (AZN) 0.1 $387k NEW 4.2k 91.92
 View chart
Adobe Stock (ADBE) 0.1 $380k -6% 1.1k 350.09
 View chart
Intuitive Surgical Stock (ISRG) 0.1 $373k -12% 658.00 566.30
 View chart
Copa Holdings Sa Cl A Stock (CPA) 0.1 $371k 3.1k 120.61
 View chart
Banco Bilbao Vizcaya Argentari Adr (BBVA) 0.1 $362k -17% 16k 23.31
 View chart
HSBC HLDGS Adr (HSBC) 0.1 $355k -12% 4.5k 78.67
 View chart
Vertex Pharmaceuticals Stock (VRTX) 0.1 $353k 778.00 453.25
 View chart
Medtronic Stock (MDT) 0.1 $351k -23% 3.6k 96.07
 View chart
Progressive Corp Stock (PGR) 0.1 $349k +8% 1.5k 227.79
 View chart
Emcor Group Stock (EME) 0.1 $348k 569.00 611.79
 View chart
Booking Holdings Stock (BKNG) 0.1 $348k -15% 65.00 5355.32
 View chart
Sap Se Adr (SAP) 0.1 $348k -34% 1.4k 242.91
 View chart
Ge Vernova Stock (GEV) 0.1 $346k -18% 529.00 653.84
 View chart
Amphenol Corp Cl A Stock (APH) 0.1 $344k -18% 2.5k 135.16
 View chart
Conocophillips Stock (COP) 0.1 $343k 3.7k 93.62
 View chart
Gdl Fd Com Sh Ben It Cef (GDL) 0.1 $338k 40k 8.47
 View chart
Vanguard Total World Stock Etf Etf (VT) 0.1 $335k +31% 2.4k 141.06
 View chart
Ark Innovation Etf Etf (ARKK) 0.1 $334k 4.3k 76.92
 View chart
Dws Mun Income Tr Cef (KTF) 0.1 $329k 36k 9.09
 View chart
Accenture Plc Ireland Shs Class A Stock (ACN) 0.1 $328k +7% 1.2k 268.37
 View chart
American Intl Group Stock (AIG) 0.1 $327k -3% 3.8k 85.55
 View chart
Boston Scientific Corp Stock (BSX) 0.1 $326k -10% 3.4k 95.36
 View chart
Schwab Fundamental International Equity Etf Etf (FNDF) 0.1 $316k -12% 7.0k 45.21
 View chart
Palo Alto Networks Stock (PANW) 0.1 $316k -16% 1.7k 184.21
 View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.1 $313k -61% 1.9k 160.97
 View chart
Manulife Finl Corp Stock (MFC) 0.1 $312k -15% 8.6k 36.28
 View chart
Arista Networks Stock (ANET) 0.1 $311k -11% 2.4k 131.02
 View chart
Pfizer Stock (PFE) 0.1 $309k 12k 24.90
 View chart
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT) 0.1 $307k 6.8k 45.51
 View chart
Danaher Corporation Stock (DHR) 0.1 $307k -11% 1.3k 228.97
 View chart
Anglogold Ashanti Stock (AU) 0.1 $301k 3.5k 85.28
 View chart
Ubs Group Stock (UBS) 0.1 $298k -7% 6.4k 46.31
 View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD) 0.1 $295k -7% 2.6k 113.10
 View chart
iShares iBoxx $ High Yield Corporate Bond ETF Etf (HYG) 0.1 $293k 3.6k 80.63
 View chart
Yum Brands Stock (YUM) 0.1 $293k NEW 1.9k 151.24
 View chart
Taiwan Semiconductor Mfg Adr (TSM) 0.0 $291k -59% 958.00 303.75
 View chart
Hewlett Packard Enterprise Stock (HPE) 0.0 $288k +7% 12k 24.02
 View chart
Texas Instrs Stock (TXN) 0.0 $287k -29% 1.7k 173.49
 View chart
Invesco Qqq Trust Series I Etf (QQQ) 0.0 $287k 467.00 614.36
 View chart
Chubb Stock (CB) 0.0 $287k -4% 919.00 311.98
 View chart
United Airls Hldgs Stock (UAL) 0.0 $284k -3% 2.5k 111.81
 View chart
Idexx Labs Stock (IDXX) 0.0 $284k 419.00 676.53
 View chart
Crh Plc Ord Stock (CRH) 0.0 $283k 2.3k 124.79
 View chart
Servicenow Stock (NOW) 0.0 $283k +270% 1.8k 153.22
 View chart
The Cigna Group Stock (CI) 0.0 $283k -8% 1.0k 275.23
 View chart
Ladder Cap Corp Cl A Reit (LADR) 0.0 $283k +4% 26k 10.99
 View chart
Uber Technologies Stock (UBER) 0.0 $280k -11% 3.4k 81.71
 View chart
Phillips 66 Stock (PSX) 0.0 $278k NEW 2.2k 129.04
 View chart
Cardinal Health Stock (CAH) 0.0 $277k -9% 1.3k 205.50
 View chart
Schwab Charles Corp Stock (SCHW) 0.0 $273k -24% 2.7k 99.89
 View chart
Autodesk Stock (ADSK) 0.0 $271k -25% 917.00 296.01
 View chart
Cvs Health Corp Stock (CVS) 0.0 $271k -12% 3.4k 79.36
 View chart
Toyota Motor Corp Ads Adr (TM) 0.0 $271k -9% 1.3k 214.06
 View chart
Howmet Aerospace Stock (HWM) 0.0 $269k -7% 1.3k 205.02
 View chart
Union Pac Corp Stock (UNP) 0.0 $269k -14% 1.2k 231.23
 View chart
Western Digital Corp Stock (WDC) 0.0 $268k NEW 1.6k 172.27
 View chart
Kroger Stock (KR) 0.0 $267k -4% 4.3k 62.48
 View chart
Comcast Corp New Cl A Stock (CMCSA) 0.0 $264k -56% 8.8k 29.89
 View chart
Shell Plc Spon Ads Adr (SHEL) 0.0 $263k -35% 3.6k 73.48
 View chart
Travelers Companies Stock (TRV) 0.0 $260k -18% 896.00 290.14
 View chart
Hartford Insurance Group Stock (HIG) 0.0 $258k +5% 1.9k 137.80
 View chart
Stryker Corporation Stock (SYK) 0.0 $257k -32% 731.00 351.32
 View chart
Flexshares Stoxx Global Broad Infrastructure Index Fund Etf (NFRA) 0.0 $255k 4.2k 60.51
 View chart
Regeneron Pharmaceuticals Stock (REGN) 0.0 $253k NEW 328.00 772.59
 View chart
Fedex Corp Stock (FDX) 0.0 $251k -4% 868.00 288.86
 View chart
T-mobile Us Stock (TMUS) 0.0 $244k -23% 1.2k 203.02
 View chart
Parker-hannifin Corp Stock (PH) 0.0 $242k -20% 275.00 879.37
 View chart
Barings Bdc Cef (BBDC) 0.0 $241k 26k 9.18
 View chart
Cummins Stock (CMI) 0.0 $239k -12% 469.00 510.45
 View chart
Lockheed Martin Corp Stock (LMT) 0.0 $239k -4% 494.00 483.85
 View chart
Hca Healthcare Stock (HCA) 0.0 $237k -25% 507.00 466.86
 View chart
Blackrock Stock (BLK) 0.0 $234k -26% 219.00 1068.06
 View chart
Freeport Mcmoran Inc Cl B Stock (FCX) 0.0 $233k NEW 4.6k 50.79
 View chart
Flaherty & Crumrine Total Retu Cef (FLC) 0.0 $230k 13k 17.50
 View chart
Kinder Morgan Inc Del Stock (KMI) 0.0 $229k -13% 8.3k 27.49
 View chart
Williams Sonoma Stock (WSM) 0.0 $228k -60% 1.3k 178.59
 View chart
Mitsubishi Ufj Finl Group Adr (MUFG) 0.0 $227k -10% 14k 15.86
 View chart
Repligen Corp Stock (RGEN) 0.0 $226k NEW 1.4k 163.86
 View chart
Millicom Intl Cellular S A Com Stk Stock (TIGO) 0.0 $226k NEW 4.1k 55.44
 View chart
Cadence Design System Stock (CDNS) 0.0 $225k -24% 721.00 312.58
 View chart
Invesco S&p 500 Equal Weight Health Care Etf Etf (RSPH) 0.0 $223k 7.0k 31.85
 View chart
SPDR Gold Shares Etf (GLD) 0.0 $221k NEW 557.00 396.31
 View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV) 0.0 $220k -86% 2.2k 100.39
 View chart
GSK Adr (GSK) 0.0 $220k NEW 4.5k 49.04
 View chart
Ferguson Enterprises Stock (FERG) 0.0 $219k -3% 985.00 222.63
 View chart
Flexshares Global Quality Real Estate Index Fund Etf (GQRE) 0.0 $219k 3.7k 58.86
 View chart
Analog Devices Stock (ADI) 0.0 $217k -14% 800.00 271.32
 View chart
Ebay Stock (EBAY) 0.0 $216k -14% 2.5k 87.09
 View chart
Monster Beverage Corp Stock (MNST) 0.0 $216k -6% 2.8k 76.68
 View chart
iShares 3-7 Year Treasury Bond ETF Etf (IEI) 0.0 $214k 1.8k 119.38
 View chart
Seagate Technology Hldngs Plc Ord Stock (STX) 0.0 $213k -16% 775.00 275.39
 View chart
Delta Air Lines Stock (DAL) 0.0 $213k -16% 3.1k 69.40
 View chart
Cognizant Technology Solutions Cl A Stock (CTSH) 0.0 $211k NEW 2.5k 83.00
 View chart
Eaton Corp Stock (ETN) 0.0 $210k -25% 660.00 318.73
 View chart
Ww Grainger Stock (GWW) 0.0 $210k NEW 208.00 1009.08
 View chart
United Rentals Stock (URI) 0.0 $210k -11% 259.00 809.32
 View chart
Ishares New York Muni Bond Etf Etf (NYF) 0.0 $210k 3.9k 53.51
 View chart
Illinois Tool Wks Stock (ITW) 0.0 $208k 845.00 246.30
 View chart
United Therapeutics Corp Del Stock (UTHR) 0.0 $207k NEW 425.00 487.25
 View chart
State Str Corp Stock (STT) 0.0 $206k -11% 1.6k 129.01
 View chart
Mueller Inds Stock (MLI) 0.0 $205k NEW 1.8k 114.78
 View chart
Bristol-myers Squibb Stock (BMY) 0.0 $205k NEW 3.8k 53.94
 View chart
Lowes Cos Stock (LOW) 0.0 $204k -17% 845.00 241.22
 View chart
Ulta Beauty Stock (ULTA) 0.0 $203k NEW 336.00 605.01
 View chart
Cheniere Energy Stock (LNG) 0.0 $202k -15% 1.0k 194.31
 View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.0 $202k 3.5k 57.24
 View chart
Deere & Co Stock (DE) 0.0 $201k -22% 431.00 465.57
 View chart
Constellation Energy Corp Stock (CEG) 0.0 $200k -9% 567.00 353.29
 View chart
Crescent Cap Bdc Stock (CCAP) 0.0 $186k 13k 14.05
 View chart
Western Un Stock (WU) 0.0 $184k +69% 20k 9.31
 View chart
Golub Cap Bdc Cef (GBDC) 0.0 $182k NEW 13k 13.57
 View chart
Vodafone Group Adr (VOD) 0.0 $180k 14k 13.21
 View chart
First Tr Sr Fltg Rate Income F Cef (FCT) 0.0 $177k 18k 10.07
 View chart
Ford Mtr Stock (F) 0.0 $150k 11k 13.12
 View chart
Tpg Re Fin Tr Reit (TRTX) 0.0 $138k 16k 8.61
 View chart
Mizuho Financial Group Adr (MFG) 0.0 $111k -11% 15k 7.32
 View chart
Genworth Finl Stock (GNW) 0.0 $107k 12k 9.03
 View chart
New Mtn Fin Corp Cef (NMFC) 0.0 $98k NEW 11k 9.21
 View chart
Lloyds Banking Group Adr (LYG) 0.0 $90k -9% 17k 5.30
 View chart
Ares Coml Real Estate Corp Reit (ACRE) 0.0 $77k NEW 16k 4.78
 View chart
Icl Group Stock (ICL) 0.0 $64k -4% 11k 5.75
 View chart

Past Filings by Seven Mile Advisory

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