SevenBridge Financial
Latest statistics and disclosures from SevenBridge Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DRSK, AAPL, MSFT, GOOGL, NVDA, and represent 21.71% of SevenBridge Financial Group's stock portfolio.
- Added to shares of these 10 stocks: DRSK (+$9.0M), JUCY, BKAG, ISRG, FBTC, CRWD, PWR, NEE, LLY, AMAT.
- Started 4 new stock positions in INTC, FLD, IEMG, VRTX.
- Reduced shares in these 10 stocks: AAPL, MSFT, GOOGL, SCHD, SHY, CSCO, LQD, HYG, AMGN, VCIT.
- Sold out of its positions in ADBE, ELV, FTSL, GIS, ICSH, NOC, TJX, USB, BND, TEL.
- SevenBridge Financial Group was a net buyer of stock by $4.5M.
- SevenBridge Financial Group has $607M in assets under management (AUM), dropping by 6.94%.
- Central Index Key (CIK): 0001673954
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Portfolio Holdings for SevenBridge Financial Group
SevenBridge Financial Group holds 212 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 | |
|---|---|---|---|---|---|---|
| Etf Ser Solutions Aptus Defined (DRSK) | 5.3 | $32M | +38% | 1.1M | 29.45 |
|
| Apple (AAPL) | 5.2 | $32M | -5% | 116k | 273.47 |
|
| Microsoft Corporation (MSFT) | 4.1 | $25M | -6% | 49k | 511.14 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.0 | $24M | -6% | 85k | 286.71 |
|
| NVIDIA Corporation (NVDA) | 3.1 | $19M | 96k | 193.80 |
|
|
| Amazon (AMZN) | 2.7 | $17M | -2% | 68k | 244.20 |
|
| JPMorgan Chase & Co. (JPM) | 2.2 | $14M | -4% | 42k | 320.41 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.7 | $10M | +6% | 35k | 290.62 |
|
| Meta Platforms Cl A (META) | 1.6 | $9.8M | +6% | 16k | 609.01 |
|
| Oracle Corporation (ORCL) | 1.5 | $9.1M | -7% | 40k | 226.99 |
|
| Johnson & Johnson (JNJ) | 1.4 | $8.7M | 45k | 194.39 |
|
|
| Eli Lilly & Co. (LLY) | 1.4 | $8.5M | +16% | 8.4k | 1017.80 |
|
| Wal-Mart Stores (WMT) | 1.3 | $8.1M | 78k | 103.44 |
|
|
| Etf Ser Solutions Aptus Enhanced (JUCY) | 1.3 | $8.0M | +40% | 361k | 22.30 |
|
| Goldman Sachs (GS) | 1.3 | $7.9M | +3% | 9.4k | 838.96 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.2 | $7.6M | -13% | 278k | 27.19 |
|
| Ab Active Etfs Tax Aware Shrt (TAFI) | 1.2 | $7.5M | +5% | 296k | 25.25 |
|
| Morgan Stanley Com New (MS) | 1.2 | $7.4M | +9% | 44k | 169.92 |
|
| Exxon Mobil Corporation (XOM) | 1.2 | $7.2M | 61k | 118.12 |
|
|
| Caterpillar (CAT) | 1.2 | $7.1M | +17% | 12k | 573.03 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 1.2 | $7.0M | +25% | 80k | 88.50 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.1 | $6.5M | -15% | 79k | 82.85 |
|
| Bny Mellon Etf Trust Core Bond Etf (BKAG) | 1.0 | $6.3M | +37% | 147k | 42.63 |
|
| Applied Materials (AMAT) | 1.0 | $6.0M | +23% | 26k | 230.73 |
|
| PNC Financial Services (PNC) | 1.0 | $5.9M | +9% | 32k | 186.91 |
|
| Sempra Energy (SRE) | 0.9 | $5.7M | +9% | 61k | 92.47 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $5.5M | -7% | 19k | 287.42 |
|
| Procter & Gamble Company (PG) | 0.9 | $5.4M | +5% | 37k | 148.01 |
|
| Cummins (CMI) | 0.9 | $5.3M | +11% | 11k | 479.48 |
|
| Visa Com Cl A (V) | 0.9 | $5.3M | +8% | 16k | 338.88 |
|
| Quanta Services (PWR) | 0.9 | $5.3M | +31% | 12k | 449.41 |
|
| Broadcom (AVGO) | 0.8 | $5.1M | 15k | 355.21 |
|
|
| Phillips 66 (PSX) | 0.8 | $5.1M | +9% | 37k | 138.02 |
|
| Duke Energy Corp Com New (DUK) | 0.8 | $5.1M | +18% | 41k | 123.90 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.8 | $4.7M | +39% | 8.7k | 545.86 |
|
| Cisco Systems (CSCO) | 0.8 | $4.7M | -17% | 64k | 73.96 |
|
| Intuitive Surgical Com New (ISRG) | 0.7 | $4.5M | +46% | 7.9k | 572.42 |
|
| Diamondback Energy (FANG) | 0.7 | $4.4M | +6% | 30k | 146.17 |
|
| Uber Technologies (UBER) | 0.7 | $4.4M | -12% | 47k | 93.57 |
|
| Qualcomm (QCOM) | 0.7 | $4.3M | +16% | 25k | 176.67 |
|
| Union Pacific Corporation (UNP) | 0.7 | $4.3M | +17% | 19k | 223.56 |
|
| Deere & Company (DE) | 0.7 | $4.3M | +14% | 8.9k | 480.77 |
|
| Nextera Energy (NEE) | 0.7 | $4.3M | +39% | 50k | 85.89 |
|
| Blackrock (BLK) | 0.7 | $4.1M | +17% | 3.7k | 1094.04 |
|
| Pepsi (PEP) | 0.7 | $4.1M | -14% | 28k | 144.39 |
|
| EOG Resources (EOG) | 0.7 | $4.0M | +6% | 37k | 108.74 |
|
| Lowe's Companies (LOW) | 0.7 | $3.9M | +31% | 17k | 234.70 |
|
| Lam Research Corp Com New (LRCX) | 0.7 | $3.9M | -10% | 25k | 161.42 |
|
| International Business Machines (IBM) | 0.6 | $3.9M | -14% | 13k | 314.99 |
|
| Honeywell International (HON) | 0.6 | $3.9M | +3% | 20k | 201.59 |
|
| Linde SHS (LIN) | 0.6 | $3.9M | +37% | 9.1k | 428.94 |
|
| Costco Wholesale Corporation (COST) | 0.6 | $3.8M | +21% | 4.1k | 914.10 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.6 | $3.8M | -21% | 34k | 111.10 |
|
| Sherwin-Williams Company (SHW) | 0.6 | $3.8M | +2% | 11k | 344.73 |
|
| Palantir Technologies Cl A (PLTR) | 0.6 | $3.7M | -18% | 20k | 184.17 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.6 | $3.7M | -17% | 69k | 52.91 |
|
| AutoZone (AZO) | 0.6 | $3.6M | +41% | 955.00 | 3788.70 |
|
| Abbvie (ABBV) | 0.6 | $3.6M | -12% | 16k | 233.22 |
|
| Bank of America Corporation (BAC) | 0.6 | $3.6M | -17% | 66k | 54.11 |
|
| UnitedHealth (UNH) | 0.6 | $3.6M | +6% | 11k | 339.05 |
|
| Thermo Fisher Scientific (TMO) | 0.6 | $3.5M | +21% | 6.0k | 588.03 |
|
| Hershey Company (HSY) | 0.6 | $3.5M | -16% | 20k | 178.26 |
|
| Permian Resources Corp Class A Com (PR) | 0.6 | $3.5M | +17% | 264k | 13.31 |
|
| Raytheon Technologies Corp (RTX) | 0.6 | $3.4M | -13% | 19k | 177.69 |
|
| Ishares Tr National Mun Etf (MUB) | 0.6 | $3.4M | +2% | 32k | 107.37 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.6 | $3.4M | +25% | 49k | 69.16 |
|
| Freeport-mcmoran CL B (FCX) | 0.5 | $3.2M | +11% | 77k | 41.81 |
|
| L3harris Technologies (LHX) | 0.5 | $3.2M | -4% | 11k | 300.25 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $3.2M | -3% | 6.3k | 502.40 |
|
| Copart (CPRT) | 0.5 | $3.1M | +55% | 76k | 41.28 |
|
| Marriott Intl Cl A (MAR) | 0.5 | $3.1M | +35% | 11k | 291.68 |
|
| Starbucks Corporation (SBUX) | 0.5 | $2.9M | +28% | 34k | 87.26 |
|
| Amgen (AMGN) | 0.5 | $2.8M | -24% | 8.5k | 336.27 |
|
| Air Products & Chemicals (APD) | 0.5 | $2.8M | -14% | 11k | 261.56 |
|
| Merck & Co (MRK) | 0.4 | $2.7M | -20% | 30k | 91.45 |
|
| S&p Global (SPGI) | 0.4 | $2.6M | +39% | 5.3k | 495.85 |
|
| Progressive Corporation (PGR) | 0.4 | $2.6M | +33% | 12k | 221.87 |
|
| Abbott Laboratories (ABT) | 0.4 | $2.6M | -17% | 20k | 128.82 |
|
| Metropcs Communications (TMUS) | 0.4 | $2.4M | +38% | 11k | 212.67 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.4 | $2.3M | -28% | 29k | 80.53 |
|
| Darden Restaurants (DRI) | 0.4 | $2.3M | +41% | 13k | 175.67 |
|
| Walt Disney Company (DIS) | 0.4 | $2.2M | -21% | 19k | 116.65 |
|
| Home Depot (HD) | 0.4 | $2.2M | -14% | 5.9k | 371.16 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $2.1M | -25% | 18k | 119.50 |
|
| Zoetis Cl A (ZTS) | 0.3 | $2.0M | +33% | 16k | 121.25 |
|
| Sap Se Spon Adr (SAP) | 0.3 | $2.0M | -4% | 7.8k | 253.32 |
|
| Norfolk Southern (NSC) | 0.3 | $1.9M | -12% | 6.8k | 286.49 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $1.9M | -8% | 4.9k | 385.99 |
|
| General Dynamics Corporation (GD) | 0.3 | $1.8M | -14% | 5.3k | 349.47 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $1.7M | -16% | 26k | 65.56 |
|
| Netflix (NFLX) | 0.3 | $1.6M | -7% | 1.4k | 1157.50 |
|
| Target Corporation (TGT) | 0.3 | $1.6M | -29% | 18k | 91.91 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $1.6M | -35% | 19k | 83.93 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.3 | $1.6M | -21% | 17k | 96.88 |
|
| McDonald's Corporation (MCD) | 0.3 | $1.6M | -23% | 5.2k | 306.94 |
|
| Lockheed Martin Corporation (LMT) | 0.3 | $1.5M | -20% | 3.4k | 457.02 |
|
| Advanced Micro Devices (AMD) | 0.2 | $1.5M | -6% | 5.8k | 258.88 |
|
| Pfizer (PFE) | 0.2 | $1.5M | -24% | 58k | 25.87 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $1.5M | -23% | 12k | 119.70 |
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.2 | $1.4M | +25% | 13k | 107.05 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $1.4M | -19% | 1.3k | 1037.38 |
|
| Automatic Data Processing (ADP) | 0.2 | $1.3M | 5.2k | 254.54 |
|
|
| FedEx Corporation (FDX) | 0.2 | $1.3M | -17% | 4.9k | 268.69 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $1.3M | -7% | 2.3k | 561.23 |
|
| Eaton Corp SHS (ETN) | 0.2 | $1.3M | -3% | 3.5k | 369.40 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $1.3M | -37% | 22k | 57.28 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $1.3M | -15% | 26k | 49.08 |
|
| Unilever Spon Adr New (UL) | 0.2 | $1.2M | -12% | 20k | 60.99 |
|
| Carlisle Companies (CSL) | 0.2 | $1.2M | 3.7k | 320.80 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $1.2M | -13% | 36k | 33.00 |
|
| Becton, Dickinson and (BDX) | 0.2 | $1.2M | -19% | 6.0k | 192.12 |
|
| Philip Morris International (PM) | 0.2 | $1.1M | -10% | 7.1k | 155.56 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.2 | $1.1M | -26% | 14k | 79.49 |
|
| Novartis Sponsored Adr (NVS) | 0.2 | $1.0M | -14% | 7.9k | 132.30 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $1.0M | -7% | 43k | 24.26 |
|
| Spdr Series Trust Nuveen Ice High (HYMB) | 0.2 | $987k | 39k | 25.18 |
|
|
| Medtronic SHS (MDT) | 0.2 | $969k | -21% | 10k | 95.81 |
|
| ConocoPhillips (COP) | 0.2 | $961k | -2% | 11k | 89.07 |
|
| Martin Marietta Materials (MLM) | 0.2 | $936k | 1.5k | 614.81 |
|
|
| Emerson Electric (EMR) | 0.1 | $903k | -8% | 6.8k | 132.44 |
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| Chevron Corporation (CVX) | 0.1 | $880k | -23% | 5.7k | 153.33 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $870k | -26% | 15k | 57.01 |
|
| Gilead Sciences (GILD) | 0.1 | $832k | -20% | 6.7k | 123.40 |
|
| Southern Copper Corporation (SCCO) | 0.1 | $820k | 6.0k | 136.78 |
|
|
| Vulcan Materials Company (VMC) | 0.1 | $746k | -10% | 2.5k | 295.09 |
|
| Texas Pacific Land Corp (TPL) | 0.1 | $728k | 723.00 | 1006.40 |
|
|
| Spdr Series Trust S&p Divid Etf (SDY) | 0.1 | $702k | 5.1k | 139.00 |
|
|
| Analog Devices (ADI) | 0.1 | $695k | -21% | 2.9k | 241.47 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $695k | -7% | 2.8k | 246.56 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $694k | -23% | 4.9k | 141.92 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $675k | -12% | 6.5k | 104.12 |
|
| Chesapeake Energy Corp (EXE) | 0.1 | $657k | -21% | 5.5k | 119.46 |
|
| Southern Company (SO) | 0.1 | $630k | -21% | 6.9k | 91.89 |
|
| Coca-Cola Company (KO) | 0.1 | $627k | -18% | 8.8k | 71.51 |
|
| Nutrien (NTR) | 0.1 | $609k | 10k | 60.13 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $597k | -31% | 874.00 | 683.00 |
|
| Verizon Communications (VZ) | 0.1 | $594k | -34% | 15k | 40.80 |
|
| Bhp Group Sponsored Ads (BHP) | 0.1 | $556k | -18% | 9.9k | 56.32 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $549k | 917.00 | 598.63 |
|
|
| Texas Instruments Incorporated (TXN) | 0.1 | $542k | -21% | 3.3k | 163.08 |
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| Brown & Brown (BRO) | 0.1 | $539k | +4% | 6.7k | 80.20 |
|
| Tesla Motors (TSLA) | 0.1 | $535k | -2% | 1.2k | 430.49 |
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| Poet Technologies Com New (POET) | 0.1 | $509k | 101k | 5.05 |
|
|
| Ryan Specialty Holdings Cl A (RYAN) | 0.1 | $492k | +22% | 8.6k | 57.24 |
|
| Hubbell (HUBB) | 0.1 | $491k | 1.1k | 453.00 |
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|
| Snowflake Com Shs (SNOW) | 0.1 | $484k | -5% | 1.8k | 269.82 |
|
| AFLAC Incorporated (AFL) | 0.1 | $457k | -4% | 4.0k | 114.61 |
|
| Stryker Corporation (SYK) | 0.1 | $446k | -12% | 1.2k | 367.35 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $431k | +10% | 695.00 | 620.79 |
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| Micron Technology (MU) | 0.1 | $420k | -5% | 1.7k | 244.90 |
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| PPL Corporation (PPL) | 0.1 | $411k | 11k | 36.88 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $409k | -17% | 7.0k | 58.75 |
|
| Nike CL B (NKE) | 0.1 | $400k | -19% | 6.2k | 64.20 |
|
| salesforce (CRM) | 0.1 | $388k | -11% | 1.6k | 246.01 |
|
| Waters Corporation (WAT) | 0.1 | $387k | -16% | 1.0k | 387.37 |
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| SYSCO Corporation (SYY) | 0.1 | $384k | -5% | 5.1k | 75.41 |
|
| American Express Company (AXP) | 0.1 | $362k | -3% | 971.00 | 372.77 |
|
| Galaxy Digital Cl A (GLXY) | 0.1 | $360k | -14% | 12k | 31.27 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $359k | -33% | 13k | 27.89 |
|
| Illinois Tool Works (ITW) | 0.1 | $351k | -16% | 1.4k | 245.43 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $326k | -6% | 3.5k | 93.07 |
|
| Dominion Resources (D) | 0.1 | $325k | +39% | 5.3k | 61.37 |
|
| Axon Enterprise (AXON) | 0.1 | $322k | -15% | 566.00 | 569.51 |
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| Paychex (PAYX) | 0.1 | $319k | 2.9k | 111.09 |
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|
| Ishares Tr Core Msci Euro (IEUR) | 0.1 | $314k | 4.5k | 70.20 |
|
|
| Agnico (AEM) | 0.1 | $314k | 1.8k | 173.14 |
|
|
| M&T Bank Corporation (MTB) | 0.1 | $307k | 1.6k | 188.15 |
|
|
| Monster Beverage Corp (MNST) | 0.1 | $306k | -34% | 4.3k | 70.48 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $304k | -25% | 442.00 | 686.78 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $298k | -2% | 3.8k | 78.56 |
|
| Rockwell Automation (ROK) | 0.0 | $292k | -8% | 740.00 | 394.59 |
|
| Trane Technologies SHS (TT) | 0.0 | $292k | -29% | 692.00 | 421.75 |
|
| A. O. Smith Corporation (AOS) | 0.0 | $290k | -17% | 4.4k | 66.38 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $281k | 629.00 | 446.01 |
|
|
| Stanley Black & Decker (SWK) | 0.0 | $269k | -30% | 3.9k | 68.25 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $265k | 5.8k | 45.71 |
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|
| Citigroup Com New (C) | 0.0 | $264k | -5% | 2.6k | 102.87 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $263k | 2.1k | 123.61 |
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|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $261k | 1.6k | 164.96 |
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|
| Old Dominion Freight Line (ODFL) | 0.0 | $257k | -7% | 1.9k | 138.85 |
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| Select Sector Spdr Tr Indl (XLI) | 0.0 | $256k | 1.7k | 154.39 |
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| Cameco Corporation (CCJ) | 0.0 | $255k | +3% | 2.8k | 92.57 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $254k | -6% | 372.00 | 681.72 |
|
| Servicenow (NOW) | 0.0 | $252k | -4% | 292.00 | 864.04 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $252k | -3% | 9.3k | 27.00 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $251k | +4% | 400.00 | 628.22 |
|
| Valero Energy Corporation (VLO) | 0.0 | $247k | -20% | 1.4k | 177.54 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $242k | -13% | 9.3k | 26.13 |
|
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.0 | $241k | -17% | 3.2k | 74.27 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $240k | 1.1k | 213.57 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $236k | -21% | 1.2k | 204.08 |
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| Synopsys (SNPS) | 0.0 | $235k | -10% | 590.00 | 398.81 |
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| Enterprise Products Partners (EPD) | 0.0 | $233k | 7.4k | 31.57 |
|
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $231k | 669.00 | 344.92 |
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| Altria (MO) | 0.0 | $229k | 4.0k | 58.05 |
|
|
| Clorox Company (CLX) | 0.0 | $228k | -18% | 2.2k | 104.70 |
|
| Intel Corporation (INTC) | 0.0 | $216k | NEW | 5.7k | 37.89 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $215k | 1.0k | 207.37 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $214k | 445.00 | 480.08 |
|
|
| Gxo Logistics Incorporated Common Stock (GXO) | 0.0 | $213k | -27% | 4.1k | 52.01 |
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $212k | 1.6k | 128.62 |
|
|
| W.W. Grainger (GWW) | 0.0 | $209k | 221.00 | 944.97 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $209k | NEW | 3.0k | 68.53 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $208k | NEW | 480.00 | 434.19 |
|
| Cardinal Health (CAH) | 0.0 | $204k | -44% | 1.0k | 204.32 |
|
| Rithm Capital Corp Com New (RITM) | 0.0 | $148k | 13k | 11.24 |
|
|
| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $136k | 11k | 12.66 |
|
|
| Nexgen Energy (NXE) | 0.0 | $104k | 12k | 8.47 |
|
|
| Denison Mines Corp (DNN) | 0.0 | $96k | 37k | 2.59 |
|
|
| Kairos Pharma (KAPA) | 0.0 | $38k | 44k | 0.85 |
|
|
| Fold Hldgs Com Cl A (FLD) | 0.0 | $31k | NEW | 10k | 3.10 |
|
| Xilio Therapeutics (XLO) | 0.0 | $19k | 25k | 0.77 |
|
Past Filings by SevenBridge Financial Group
SEC 13F filings are viewable for SevenBridge Financial Group going back to 2016
- SevenBridge Financial Group 2025 Q3 filed Nov. 13, 2025
- SevenBridge Financial Group 2025 Q2 filed Sept. 4, 2025
- SevenBridge Financial Group 2025 Q1 filed May 13, 2025
- SevenBridge Financial Group 2024 Q4 filed Feb. 12, 2025
- SevenBridge Financial Group 2024 Q3 filed Nov. 12, 2024
- SevenBridge Financial Group 2024 Q2 filed Aug. 9, 2024
- SevenBridge Financial Group 2024 Q1 filed May 10, 2024
- SevenBridge Financial Group 2023 Q4 filed Jan. 22, 2024
- SevenBridge Financial Group 2023 Q3 filed Oct. 25, 2023
- SevenBridge Financial Group 2023 Q2 filed July 26, 2023
- SevenBridge Financial Group 2023 Q1 filed April 20, 2023
- SevenBridge Financial Group 2022 Q4 filed Jan. 26, 2023
- SevenBridge Financial Group 2022 Q3 filed Oct. 17, 2022
- SevenBridge Financial Group 2022 Q2 filed July 12, 2022
- SevenBridge Financial Group 2022 Q1 filed April 15, 2022
- SevenBridge Financial Group 2021 Q4 filed Jan. 20, 2022