Seven Mile Advisory

Seven Mile Advisory as of Dec. 31, 2024

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
Nvidia Corporation Stock (NVDA) 9.9 $16M 116k 134.29
Apple Stock (AAPL) 6.8 $11M 43k 250.42
Amazon Stock (AMZN) 4.5 $7.1M 32k 219.39
Microsoft Corp Stock (MSFT) 4.4 $6.9M 16k 421.50
Vanguard S&p 500 Etf Etf (VOO) 4.1 $6.5M 12k 538.79
Dimensional Emerging Core Equity Market Etf Etf (DFAE) 2.4 $3.8M 151k 25.37
Meta Platforms Inc Cl A Stock (META) 1.9 $3.0M 5.2k 585.46
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.9 $3.0M 16k 190.44
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.9 $3.0M 16k 189.30
Vanguard Short-term Treasury Etf Etf (VGSH) 1.6 $2.6M 44k 58.18
Ishares Russell 1000 Growth Etf Etf (IWF) 1.6 $2.5M 6.2k 401.60
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 1.6 $2.5M 31k 80.27
Jpmorgan Chase & Co Stock (JPM) 1.3 $2.1M 8.6k 239.71
Broadcom Stock (AVGO) 1.1 $1.8M 7.7k 231.84
Tesla Stock (TSLA) 1.1 $1.7M 4.1k 403.84
Visa Inc Com Cl A Stock (V) 1.0 $1.5M 4.7k 316.04
Ishares Russell 1000 Value Etf Etf (IWD) 0.9 $1.5M 7.9k 185.13
Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 0.9 $1.4M 28k 51.14
Mastercard Incorporated Cl A Stock (MA) 0.9 $1.4M 2.6k 526.57
Ishares Dow Jones U.s. Etf Etf (IYY) 0.8 $1.3M 9.3k 143.09
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.8 $1.3M 27k 47.82
Vanguard Total Bond Market Etf Etf (BND) 0.8 $1.3M 18k 71.91
Walmart Stock (WMT) 0.7 $1.2M 13k 90.35
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.7 $1.1M 2.5k 453.28
Costco Whsl Corp Stock (COST) 0.7 $1.1M 1.2k 916.45
Eli Lilly & Co Stock (LLY) 0.7 $1.0M 1.4k 771.95
Oracle Corp Stock (ORCL) 0.6 $963k 5.8k 166.64
Netflix Stock (NFLX) 0.6 $955k 1.1k 891.21
Unitedhealth Group Stock (UNH) 0.5 $801k 1.6k 505.83
Ishares Russell 2000 Etf Etf (IWM) 0.5 $729k 3.3k 220.96
Dimensional Emerging Markets Sustainability Core 1 Etf Etf (DFSE) 0.5 $719k 22k 33.13
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.4 $681k 1.00 680920.00
American Express Stock (AXP) 0.4 $666k 2.2k 296.79
Mcdonalds Corp Stock (MCD) 0.4 $666k 2.3k 289.89
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.4 $658k 15k 44.04
iShares S&P 500 Growth ETF Etf (IVW) 0.4 $656k 6.5k 101.53
Procter And Gamble Stock (PG) 0.4 $655k 3.9k 167.65
Bank America Corp Stock (BAC) 0.4 $651k 15k 43.95
Home Depot Stock (HD) 0.4 $648k 1.7k 388.99
Comcast Corp New Cl A Stock (CMCSA) 0.4 $646k 17k 37.53
Spotify Technology S A Stock (SPOT) 0.4 $631k 1.4k 447.38
Johnson & Johnson Stock (JNJ) 0.4 $630k 4.4k 144.62
DFA U.S. Small Cap ETF Etf (DFAS) 0.4 $622k 9.6k 65.08
Ishares Core S&p 500 Etf Etf (IVV) 0.4 $613k 1.0k 588.68
Intuit Stock (INTU) 0.4 $612k 973.00 628.50
iShares S&P 500 Value ETF Etf (IVE) 0.4 $602k 3.2k 190.88
Salesforce Stock (CRM) 0.4 $589k 1.8k 334.33
Merck & Co Stock (MRK) 0.4 $583k 5.9k 99.48
Accenture Plc Ireland Shs Class A Stock (ACN) 0.4 $581k 1.7k 351.79
Novo-nordisk A S Adr (NVO) 0.4 $566k 6.6k 86.02
Shopify Inc Cl A Stock (SHOP) 0.3 $539k 5.1k 106.33
Blackstone Stock (BX) 0.3 $537k 3.1k 172.42
Asml Holding N V N Y Registry Adr (ASML) 0.3 $532k 768.00 693.08
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.3 $532k 1.3k 425.41
Sap Se Adr (SAP) 0.3 $530k 2.2k 246.21
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.3 $522k 8.4k 62.31
Williams Sonoma Stock (WSM) 0.3 $501k 2.7k 185.18
Abbvie Stock (ABBV) 0.3 $494k 2.8k 177.70
Exxon Mobil Corp Stock (XOM) 0.3 $492k 4.6k 107.57
Applied Matls Stock (AMAT) 0.3 $479k 2.9k 162.63
Technology Select Sector Spdr Fund Etf (XLK) 0.3 $470k 2.0k 232.52
Wells Fargo Stock (WFC) 0.3 $466k 6.6k 70.24
Nextera Energy Stock (NEE) 0.3 $458k 6.4k 71.69
Taiwan Semiconductor Mfg Adr (TSM) 0.3 $444k 2.2k 197.49
Servicenow Stock (NOW) 0.3 $437k 412.00 1061.21
Qualcomm Stock (QCOM) 0.3 $430k 2.8k 153.62
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.3 $426k 8.2k 52.22
Goldman Sachs Group Stock (GS) 0.3 $426k 744.00 572.62
Vanguard Small-cap Etf Etf (VB) 0.3 $425k 1.8k 240.28
Adobe Stock (ADBE) 0.3 $421k 946.00 444.57
Cisco Sys Stock (CSCO) 0.3 $411k 6.9k 59.20
Texas Instrs Stock (TXN) 0.3 $410k 2.2k 187.51
Ishares Msci Eafe Etf Etf (EFA) 0.3 $408k 5.4k 75.62
Toast Inc Cl A Stock (TOST) 0.3 $402k 11k 36.45
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.2 $391k 687.00 569.58
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM) 0.2 $388k 15k 26.19
Abbott Labs Stock (ABT) 0.2 $388k 3.4k 113.11
Intuitive Surgical Stock (ISRG) 0.2 $381k 730.00 521.96
Pepsico Stock (PEP) 0.2 $376k 2.5k 152.06
Ishares Msci Emerging Markets Etf Etf (EEM) 0.2 $374k 8.9k 41.82
Shell Plc Spon Ads Adr (SHEL) 0.2 $364k 5.8k 62.65
Abrdn Physical Precious Metals Basket Shares Etf Etf (GLTR) 0.2 $362k 3.3k 109.80
Thermo Fisher Scientific Stock (TMO) 0.2 $362k 696.00 520.41
Schwab U.s. Small-cap Etf Etf (SCHA) 0.2 $362k 14k 25.86
Morgan Stanley Stock (MS) 0.2 $358k 2.8k 125.72
Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.2 $356k 1.9k 184.92
Novartis Adr (NVS) 0.2 $349k 3.6k 97.31
Altria Group Stock (MO) 0.2 $348k 6.6k 52.29
Palo Alto Networks Stock (PANW) 0.2 $347k 1.9k 181.96
International Business Machs Stock (IBM) 0.2 $344k 1.6k 219.78
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR) 0.2 $343k 9.4k 36.36
Disney Walt Stock (DIS) 0.2 $340k 3.0k 111.35
Verizon Communications Stock (VZ) 0.2 $335k 8.4k 39.99
Manulife Finl Corp Stock (MFC) 0.2 $326k 11k 30.71
Booking Holdings Stock (BKNG) 0.2 $323k 65.00 4968.42
Philip Morris Intl Stock (PM) 0.2 $321k 2.7k 120.35
Danaher Corporation Stock (DHR) 0.2 $320k 1.4k 229.55
Toyota Motor Corp Ads Adr (TM) 0.2 $317k 1.6k 194.61
Linde Stock (LIN) 0.2 $317k 757.00 418.67
Chevron Corp Stock (CVX) 0.2 $309k 2.1k 144.82
At&t Stock (T) 0.2 $308k 14k 22.77
Intercontinental Exchange Stock (ICE) 0.2 $304k 2.0k 149.01
Cadence Design System Stock (CDNS) 0.2 $297k 988.00 300.46
Arista Networks Stock (ANET) 0.2 $291k 2.6k 110.53
Unilever Adr (UL) 0.2 $287k 5.1k 56.70
Capital One Finl Corp Stock (COF) 0.2 $286k 1.6k 178.32
Ares Capital Corp Cef (ARCC) 0.2 $285k 13k 21.89
Vertex Pharmaceuticals Stock (VRTX) 0.2 $276k 686.00 402.70
Vanguard Growth ETF Etf (VUG) 0.2 $276k 673.00 410.44
Boston Scientific Corp Stock (BSX) 0.2 $273k 3.1k 89.32
Citigroup Stock (C) 0.2 $270k 3.8k 70.39
Astrazeneca Adr (AZN) 0.2 $269k 4.1k 65.52
Stryker Corporation Stock (SYK) 0.2 $269k 746.00 360.05
HSBC HLDGS Adr (HSBC) 0.2 $267k 5.4k 49.46
Schwab Fundamental International Equity Etf Etf (FNDF) 0.2 $266k 8.0k 33.21
Ishares Msci Japan Etf Etf (EWJ) 0.2 $263k 3.9k 67.10
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT) 0.2 $262k 7.0k 37.42
Lam Research Corp Stock (LRCX) 0.2 $259k 3.6k 72.23
Conocophillips Stock (COP) 0.2 $257k 2.6k 99.17
Enterprise Prods Partners Stock (EPD) 0.2 $257k 8.2k 31.36
Nu Hldgs Ltd Ord Shs Cl A Stock (NU) 0.2 $254k 25k 10.36
General Mtrs Stock (GM) 0.2 $250k 4.7k 53.27
Gilead Sciences Stock (GILD) 0.2 $246k 2.7k 92.37
Fiserv Stock (FI) 0.2 $246k 1.2k 205.42
Rockwell Automation Stock (ROK) 0.2 $246k 859.00 285.79
Coca Cola Stock (KO) 0.2 $245k 3.9k 62.26
Ge Aerospace Stock (GE) 0.2 $244k 1.5k 166.79
Ubs Group Stock (UBS) 0.2 $238k 7.8k 30.32
Jpmorgan Betabuilders Canada Etf Etf (BBCA) 0.2 $238k 3.4k 70.59
Invesco Qqq Trust Series I Etf (QQQ) 0.1 $235k 460.00 511.23
The Cigna Group Stock (CI) 0.1 $234k 848.00 276.14
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.1 $231k 10k 22.98
Target Corp Stock (TGT) 0.1 $230k 1.7k 135.18
Lowes Cos Stock (LOW) 0.1 $230k 930.00 246.80
Vanguard Value ETF Etf (VTV) 0.1 $229k 1.4k 169.30
Flexshares Stoxx Global Broad Infrastructure Index Fund Etf (NFRA) 0.1 $228k 4.2k 54.22
Blackrock Stock (BLK) 0.1 $228k 222.00 1025.11
Sony Group Corp Adr (SONY) 0.1 $227k 11k 21.16
Tjx Cos Stock (TJX) 0.1 $226k 1.9k 120.81
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.1 $226k 2.4k 92.45
Equinix Reit (EQIX) 0.1 $225k 239.00 942.89
Vanguard Small Cap Value Etf Etf (VBR) 0.1 $225k 1.1k 198.18
T-mobile Us Stock (TMUS) 0.1 $219k 994.00 220.73
Advanced Micro Devices Stock (AMD) 0.1 $218k 1.8k 120.79
Totalenergies Se Adr (TTE) 0.1 $218k 4.0k 54.50
Ishares Msci India Etf Etf (INDA) 0.1 $217k 4.1k 52.64
Progressive Corp Stock (PGR) 0.1 $215k 895.00 239.61
Flexshares Global Quality Real Estate Index Fund Etf (GQRE) 0.1 $212k 3.7k 56.98
Autodesk Stock (ADSK) 0.1 $212k 717.00 295.57
Ishares New York Muni Bond Etf Etf (NYF) 0.1 $209k 3.9k 53.22
Medtronic Stock (MDT) 0.1 $207k 2.6k 79.88
Invesco S&p 500 Equal Weight Health Care Etf Etf (RSPH) 0.1 $205k 7.0k 29.30
Banco Bilbao Vizcaya Argentari Adr (BBVA) 0.1 $204k 21k 9.72
Colgate Palmolive Stock (CL) 0.1 $203k 2.2k 90.91
Celestica Stock (CLS) 0.1 $202k 2.2k 92.30
Paramount Global Class B Stock (PARA) 0.1 $186k 18k 10.46
Mitsubishi Ufj Finl Group Adr (MUFG) 0.1 $173k 15k 11.72
Banco Santander Adr (SAN) 0.1 $169k 37k 4.56
Haleon Plc Spon Ads Adr (HLN) 0.1 $155k 16k 9.54
Viatris Stock (VTRS) 0.1 $135k 11k 12.45
Vodafone Group Adr (VOD) 0.1 $117k 14k 8.49
Mizuho Financial Group Adr (MFG) 0.1 $89k 18k 4.89
Veren Stock 0.0 $77k 15k 5.14
Icl Group Stock (ICL) 0.0 $59k 12k 4.95
Lloyds Banking Group Adr (LYG) 0.0 $50k 18k 2.72
Ambev Sa Adr (ABEV) 0.0 $24k 13k 1.85