Seven Mile Advisory

Seven Mile Advisory as of March 31, 2025

Portfolio Holdings for Seven Mile Advisory

Seven Mile Advisory holds 175 positions in its portfolio as reported in the March 2025 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 $18M 33k 559.39
Nvidia Corporation Stock (NVDA) 7.1 $11M 99k 108.38
Apple Stock (AAPL) 6.5 $9.7M 44k 222.13
Vanguard S&p 500 Etf Etf (VOO) 4.2 $6.3M 12k 513.92
Microsoft Corp Stock (MSFT) 3.9 $5.9M 16k 375.39
Amazon Stock (AMZN) 3.9 $5.9M 31k 190.26
Dimensional Emerging Core Equity Market Etf Etf (DFAE) 2.7 $4.1M 157k 25.89
Meta Platforms Inc Cl A Stock (META) 2.1 $3.1M 5.4k 576.32
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.7 $2.5M 16k 156.23
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.6 $2.4M 16k 154.64
Vanguard Short-term Treasury Etf Etf (VGSH) 1.5 $2.3M 39k 58.69
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 1.5 $2.2M 27k 81.76
Ishares Russell 1000 Growth Etf Etf (IWF) 1.4 $2.2M 6.0k 361.09
Jpmorgan Chase & Co Stock (JPM) 1.4 $2.1M 8.4k 245.30
Visa Inc Com Cl A Stock (V) 1.1 $1.7M 4.9k 350.46
Ishares Russell 1000 Value Etf Etf (IWD) 1.0 $1.5M 8.0k 188.16
Mastercard Incorporated Cl A Stock (MA) 1.0 $1.5M 2.7k 548.16
Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 1.0 $1.4M 28k 51.07
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.9 $1.4M 2.7k 532.58
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.9 $1.4M 27k 50.83
Broadcom Stock (AVGO) 0.9 $1.3M 7.7k 167.43
Eli Lilly & Co Stock (LLY) 0.9 $1.3M 1.6k 825.94
Ishares Dow Jones U.s. Etf Etf (IYY) 0.8 $1.3M 9.3k 136.10
Walmart Stock (WMT) 0.8 $1.2M 14k 87.79
Costco Whsl Corp Stock (COST) 0.8 $1.2M 1.3k 945.97
Vanguard Total Bond Market Etf Etf (BND) 0.8 $1.1M 16k 73.45
Tesla Stock (TSLA) 0.7 $1.0M 3.9k 259.16
Johnson & Johnson Stock (JNJ) 0.7 $1.0M 6.0k 165.84
Netflix Stock (NFLX) 0.7 $1.0M 1.1k 932.22
Unitedhealth Group Stock (UNH) 0.6 $887k 1.7k 523.72
Oracle Corp Stock (ORCL) 0.6 $854k 6.1k 139.81
Spotify Technology S A Stock (SPOT) 0.5 $802k 1.5k 550.03
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.5 $798k 1.00 798442.00
Mcdonalds Corp Stock (MCD) 0.5 $766k 2.5k 312.37
DFA U.S. Small Cap ETF Etf (DFAS) 0.5 $749k 13k 59.75
Dimensional Emerging Markets Sustainability Core 1 Etf Etf (DFSE) 0.5 $731k 22k 33.68
Procter And Gamble Stock (PG) 0.5 $716k 4.2k 170.42
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.5 $677k 15k 45.26
Ishares Russell 2000 Etf Etf (IWM) 0.4 $658k 3.3k 199.49
Comcast Corp New Cl A Stock (CMCSA) 0.4 $636k 17k 36.90
Abbvie Stock (ABBV) 0.4 $632k 3.0k 209.52
Home Depot Stock (HD) 0.4 $620k 1.7k 366.49
Bank America Corp Stock (BAC) 0.4 $619k 15k 41.73
iShares S&P 500 Value ETF Etf (IVE) 0.4 $601k 3.2k 190.58
iShares S&P 500 Growth ETF Etf (IVW) 0.4 $600k 6.5k 92.83
American Express Stock (AXP) 0.4 $600k 2.2k 269.05
Sap Se Adr (SAP) 0.4 $592k 2.2k 268.44
Exxon Mobil Corp Stock (XOM) 0.4 $591k 5.0k 118.93
Ishares Core S&p 500 Etf Etf (IVV) 0.4 $585k 1.0k 561.90
Intuit Stock (INTU) 0.4 $564k 919.00 613.99
Salesforce Stock (CRM) 0.4 $560k 2.1k 268.36
Asml Holding N V N Y Registry Adr (ASML) 0.4 $543k 819.00 662.63
Accenture Plc Ireland Shs Class A Stock (ACN) 0.4 $534k 1.7k 312.05
Abbott Labs Stock (ABT) 0.3 $518k 3.9k 132.65
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.3 $510k 1.2k 419.86
Wells Fargo Stock (WFC) 0.3 $504k 7.0k 71.79
Philip Morris Intl Stock (PM) 0.3 $493k 3.1k 158.73
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.3 $486k 8.3k 58.35
Merck & Co Stock (MRK) 0.3 $478k 5.3k 89.76
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.3 $475k 5.0k 95.48
Novartis Adr (NVS) 0.3 $473k 4.2k 111.48
Qualcomm Stock (QCOM) 0.3 $471k 3.1k 153.61
Blackstone Stock (BX) 0.3 $450k 3.2k 139.78
Nextera Energy Stock (NEE) 0.3 $449k 6.3k 70.89
Cisco Sys Stock (CSCO) 0.3 $448k 7.3k 61.71
Applied Matls Stock (AMAT) 0.3 $448k 3.1k 145.12
Ishares Msci Eafe Etf Etf (EFA) 0.3 $441k 5.4k 81.74
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.3 $441k 8.2k 53.97
Williams Sonoma Stock (WSM) 0.3 $430k 2.7k 158.10
Abrdn Physical Precious Metals Basket Shares Etf Etf (GLTR) 0.3 $427k 3.3k 129.47
Chevron Corp Stock (CVX) 0.3 $426k 2.5k 167.27
Novo-nordisk A S Adr (NVO) 0.3 $422k 6.1k 69.44
Adobe Stock (ADBE) 0.3 $419k 1.1k 383.57
International Business Machs Stock (IBM) 0.3 $418k 1.7k 248.61
Texas Instrs Stock (TXN) 0.3 $417k 2.3k 179.70
Technology Select Sector Spdr Fund Etf (XLK) 0.3 $413k 2.0k 206.48
Goldman Sachs Group Stock (GS) 0.3 $404k 740.00 546.29
Verizon Communications Stock (VZ) 0.3 $398k 8.8k 45.36
Shell Plc Spon Ads Adr (SHEL) 0.3 $395k 5.4k 73.28
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM) 0.3 $392k 15k 26.46
Vanguard Small-cap Etf Etf (VB) 0.3 $392k 1.8k 221.75
Altria Group Stock (MO) 0.3 $392k 6.5k 60.02
Ishares Msci Emerging Markets Etf Etf (EEM) 0.3 $391k 8.9k 43.70
At&t Stock (T) 0.3 $386k 14k 28.28
Pepsico Stock (PEP) 0.3 $382k 2.6k 149.94
Linde Stock (LIN) 0.3 $380k 816.00 465.64
Intercontinental Exchange Stock (ICE) 0.3 $376k 2.2k 172.50
Taiwan Semiconductor Mfg Adr (TSM) 0.2 $374k 2.3k 166.00
Toast Inc Cl A Stock (TOST) 0.2 $367k 11k 33.17
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.2 $367k 687.00 533.48
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR) 0.2 $366k 9.4k 38.81
Coca Cola Stock (KO) 0.2 $360k 5.0k 71.62
Thermo Fisher Scientific Stock (TMO) 0.2 $355k 714.00 497.38
Intuitive Surgical Stock (ISRG) 0.2 $344k 695.00 495.27
Vertex Pharmaceuticals Stock (VRTX) 0.2 $344k 709.00 484.82
Morgan Stanley Stock (MS) 0.2 $344k 2.9k 116.67
Astrazeneca Adr (AZN) 0.2 $335k 4.6k 73.50
Stryker Corporation Stock (SYK) 0.2 $334k 896.00 372.25
Palo Alto Networks Stock (PANW) 0.2 $331k 1.9k 170.64
Schwab U.s. Small-cap Etf Etf (SCHA) 0.2 $328k 14k 23.43
Manulife Finl Corp Stock (MFC) 0.2 $326k 11k 31.15
The Cigna Group Stock (CI) 0.2 $319k 968.00 329.00
HSBC HLDGS Adr (HSBC) 0.2 $313k 5.5k 57.43
Disney Walt Stock (DIS) 0.2 $313k 3.2k 98.70
Ge Aerospace Stock (GE) 0.2 $312k 1.6k 200.15
Boston Scientific Corp Stock (BSX) 0.2 $312k 3.1k 100.88
Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.2 $311k 1.9k 161.31
Gilead Sciences Stock (GILD) 0.2 $309k 2.8k 112.05
Danaher Corporation Stock (DHR) 0.2 $304k 1.5k 205.00
Toyota Motor Corp Ads Adr (TM) 0.2 $304k 1.7k 176.53
Lam Research Corp Stock (LRCX) 0.2 $296k 4.1k 72.70
Booking Holdings Stock (BKNG) 0.2 $295k 64.00 4606.91
Vici Pptys Reit (VICI) 0.2 $291k 8.9k 32.62
Servicenow Stock (NOW) 0.2 $290k 364.00 795.48
Schwab Fundamental International Equity Etf Etf (FNDF) 0.2 $289k 8.0k 36.14
Ares Capital Corp Cef (ARCC) 0.2 $288k 13k 22.16
Capital One Finl Corp Stock (COF) 0.2 $288k 1.6k 179.30
Elevance Health Stock (ELV) 0.2 $287k 660.00 434.96
Progressive Corp Stock (PGR) 0.2 $282k 996.00 283.01
Citigroup Stock (C) 0.2 $282k 4.0k 70.99
Enterprise Prods Partners Stock (EPD) 0.2 $279k 8.2k 34.14
Sony Group Corp Adr (SONY) 0.2 $279k 11k 25.39
Colgate Palmolive Stock (CL) 0.2 $278k 3.0k 93.70
Amgen Stock (AMGN) 0.2 $278k 891.00 311.55
Totalenergies Se Adr (TTE) 0.2 $273k 4.2k 64.69
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.2 $272k 12k 22.98
T-mobile Us Stock (TMUS) 0.2 $269k 1.0k 266.71
Ishares Msci Japan Etf Etf (EWJ) 0.2 $269k 3.9k 68.56
Conocophillips Stock (COP) 0.2 $266k 2.5k 105.02
Banco Bilbao Vizcaya Argentari Adr (BBVA) 0.2 $265k 20k 13.62
Fiserv Stock (FI) 0.2 $260k 1.2k 220.83
Nu Hldgs Ltd Ord Shs Cl A Stock (NU) 0.2 $251k 25k 10.24
Vanguard Growth ETF Etf (VUG) 0.2 $250k 673.00 370.82
Banco Santander Adr (SAN) 0.2 $249k 37k 6.70
Palantir Technologies Inc Cl A Stock (PLTR) 0.2 $246k 2.9k 84.40
Medtronic Stock (MDT) 0.2 $246k 2.7k 89.86
Flexshares Stoxx Global Broad Infrastructure Index Fund Etf (NFRA) 0.2 $243k 4.2k 57.64
Cadence Design System Stock (CDNS) 0.2 $242k 951.00 254.33
Paramount Global Class B Stock (PARA) 0.2 $241k 20k 11.96
Jpmorgan Betabuilders Canada Etf Etf (BBCA) 0.2 $241k 3.4k 71.56
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.2 $239k 2.5k 95.37
American Intl Group Stock (AIG) 0.2 $238k 2.7k 86.94
GSK Adr (GSK) 0.2 $238k 6.1k 38.74
Ubs Group Stock (UBS) 0.2 $235k 7.7k 30.63
Vanguard Value ETF Etf (VTV) 0.2 $234k 1.4k 172.74
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT) 0.2 $231k 6.8k 34.20
Advanced Micro Devices Stock (AMD) 0.2 $227k 2.2k 102.74
S&p Global Stock (SPGI) 0.1 $225k 442.00 508.10
Tjx Cos Stock (TJX) 0.1 $224k 1.8k 121.80
Copa Holdings Sa Cl A Stock (CPA) 0.1 $223k 2.4k 92.46
General Mtrs Stock (GM) 0.1 $223k 4.7k 47.03
Autodesk Stock (ADSK) 0.1 $222k 846.00 261.80
Invesco Qqq Trust Series I Etf (QQQ) 0.1 $219k 467.00 468.92
Rockwell Automation Stock (ROK) 0.1 $216k 837.00 258.38
Flexshares Global Quality Real Estate Index Fund Etf (GQRE) 0.1 $216k 3.7k 57.95
Blackrock Stock (BLK) 0.1 $214k 226.00 946.48
Uber Technologies Stock (UBER) 0.1 $213k 2.9k 72.86
Ishares Msci India Etf Etf (INDA) 0.1 $212k 4.1k 51.48
Vanguard Small Cap Value Etf Etf (VBR) 0.1 $211k 1.1k 186.29
Invesco S&p 500 Equal Weight Health Care Etf Etf (RSPH) 0.1 $208k 7.0k 29.75
Mercadolibre Stock (MELI) 0.1 $207k 106.00 1950.87
Ishares New York Muni Bond Etf Etf (NYF) 0.1 $206k 3.9k 52.65
Ark Innovation Etf Etf (ARKK) 0.1 $205k 4.3k 47.58
Equinix Reit (EQIX) 0.1 $203k 249.00 815.35
Mitsubishi Ufj Finl Group Adr (MUFG) 0.1 $202k 15k 13.63
Lowes Cos Stock (LOW) 0.1 $201k 863.00 233.23
Haleon Plc Spon Ads Adr (HLN) 0.1 $167k 16k 10.29
Sumitomo Mitsui Finl Group Adr (SMFG) 0.1 $155k 10k 15.46
Terawulf Stock (WULF) 0.1 $153k 56k 2.73
Vodafone Group Adr (VOD) 0.1 $126k 13k 9.37
Mizuho Financial Group Adr (MFG) 0.1 $102k 19k 5.51
Core Scientific Stock (CORZ) 0.1 $95k 13k 7.24
Lloyds Banking Group Adr (LYG) 0.0 $71k 19k 3.82
Icl Group Stock (ICL) 0.0 $69k 12k 5.62
Allogene Therapeutics Stock (ALLO) 0.0 $15k 11k 1.46