Seven Mile Advisory

Seven Mile Advisory as of June 30, 2025

Portfolio Holdings for Seven Mile Advisory

Seven Mile Advisory holds 180 positions in its portfolio as reported in the June 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 $20M 33k 617.84
Nvidia Corporation Stock (NVDA) 9.4 $16M 99k 157.99
Apple Stock (AAPL) 5.1 $8.5M 42k 205.17
Microsoft Corp Stock (MSFT) 5.0 $8.3M 17k 497.41
Vanguard S&p 500 Etf Etf (VOO) 4.2 $6.9M 12k 568.04
Amazon Stock (AMZN) 4.0 $6.7M 31k 219.39
Dimensional Emerging Core Equity Market Etf Etf (DFAE) 3.0 $4.9M 170k 28.95
Meta Platforms Inc Cl A Stock (META) 2.4 $3.9M 5.3k 738.05
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.6 $2.7M 15k 177.39
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.6 $2.7M 15k 176.23
Ishares Russell 1000 Growth Etf Etf (IWF) 1.5 $2.5M 5.9k 424.58
Jpmorgan Chase & Co Stock (JPM) 1.5 $2.4M 8.4k 289.91
Broadcom Stock (AVGO) 1.4 $2.3M 8.3k 275.65
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 1.0 $1.7M 21k 82.92
Vanguard Short-term Treasury Etf Etf (VGSH) 1.0 $1.7M 29k 58.78
Visa Inc Com Cl A Stock (V) 1.0 $1.7M 4.8k 355.05
Ishares Russell 1000 Value Etf Etf (IWD) 0.9 $1.5M 7.9k 194.23
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.9 $1.5M 27k 57.01
Mastercard Incorporated Cl A Stock (MA) 0.9 $1.5M 2.6k 561.94
Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 0.9 $1.5M 28k 52.34
Netflix Stock (NFLX) 0.9 $1.4M 1.1k 1339.13
Tesla Stock (TSLA) 0.8 $1.4M 4.4k 317.66
Ishares Dow Jones U.s. Etf Etf (IYY) 0.8 $1.4M 9.3k 150.87
Walmart Stock (WMT) 0.8 $1.3M 14k 97.78
Oracle Corp Stock (ORCL) 0.8 $1.3M 6.0k 218.63
Costco Whsl Corp Stock (COST) 0.7 $1.2M 1.2k 990.14
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.7 $1.2M 2.5k 485.77
Spotify Technology S A Stock (SPOT) 0.7 $1.1M 1.5k 767.34
Eli Lilly & Co Stock (LLY) 0.7 $1.1M 1.4k 779.53
Vanguard Total Bond Market Etf Etf (BND) 0.5 $849k 12k 73.63
Dimensional Emerging Markets Sustainability Core 1 Etf Etf (DFSE) 0.5 $826k 22k 38.06
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.4 $740k 15k 49.46
Intuit Stock (INTU) 0.4 $735k 933.00 787.63
Johnson & Johnson Stock (JNJ) 0.4 $731k 4.8k 152.75
American Express Stock (AXP) 0.4 $729k 2.3k 318.98
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.4 $729k 1.00 728800.00
Ishares Russell 2000 Etf Etf (IWM) 0.4 $712k 3.3k 215.79
iShares S&P 500 Growth ETF Etf (IVW) 0.4 $712k 6.5k 110.10
Mcdonalds Corp Stock (MCD) 0.4 $694k 2.4k 292.17
Bank America Corp Stock (BAC) 0.4 $661k 14k 47.32
Asml Holding N V N Y Registry Adr (ASML) 0.4 $650k 811.00 801.39
Sap Se Adr (SAP) 0.4 $647k 2.1k 304.10
Ishares Core S&p 500 Etf Etf (IVV) 0.4 $646k 1.0k 620.90
Applied Matls Stock (AMAT) 0.4 $636k 3.5k 183.07
Home Depot Stock (HD) 0.4 $617k 1.7k 366.64
iShares S&P 500 Value ETF Etf (IVE) 0.4 $616k 3.2k 195.42
Abbvie Stock (ABBV) 0.4 $609k 3.3k 185.62
Philip Morris Intl Stock (PM) 0.4 $603k 3.3k 182.13
Procter And Gamble Stock (PG) 0.4 $595k 3.7k 159.32
Comcast Corp New Cl A Stock (CMCSA) 0.4 $583k 16k 35.69
Wells Fargo Stock (WFC) 0.3 $582k 7.3k 80.12
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.3 $573k 5.0k 115.35
Salesforce Stock (CRM) 0.3 $557k 2.0k 272.69
Toast Inc Cl A Stock (TOST) 0.3 $545k 12k 44.29
Exxon Mobil Corp Stock (XOM) 0.3 $541k 5.0k 107.80
Abbott Labs Stock (ABT) 0.3 $540k 4.0k 136.01
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.3 $535k 1.2k 440.68
Novartis Adr (NVS) 0.3 $527k 4.4k 121.01
International Business Machs Stock (IBM) 0.3 $526k 1.8k 294.72
Taiwan Semiconductor Mfg Adr (TSM) 0.3 $522k 2.3k 226.49
Goldman Sachs Group Stock (GS) 0.3 $521k 736.00 707.75
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.3 $513k 8.3k 62.02
Technology Select Sector Spdr Fund Etf (XLK) 0.3 $507k 2.0k 253.23
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.3 $490k 8.2k 60.03
Ishares Msci Eafe Etf Etf (EFA) 0.3 $482k 5.4k 89.39
Cisco Sys Stock (CSCO) 0.3 $476k 6.9k 69.38
Servicenow Stock (NOW) 0.3 $463k 450.00 1028.08
Novo-nordisk A S Adr (NVO) 0.3 $457k 6.6k 69.02
Abrdn Physical Precious Metals Basket Shares Etf Etf (GLTR) 0.3 $456k 3.3k 138.15
Blackstone Stock (BX) 0.3 $454k 3.0k 149.58
Williams Sonoma Stock (WSM) 0.3 $450k 2.8k 163.37
Nextera Energy Stock (NEE) 0.3 $441k 6.4k 69.42
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM) 0.3 $440k 15k 29.68
Ishares Msci Emerging Markets Etf Etf (EEM) 0.3 $431k 8.9k 48.24
Qualcomm Stock (QCOM) 0.3 $427k 2.7k 159.26
Morgan Stanley Stock (MS) 0.3 $423k 3.0k 140.86
Vanguard Small-cap Etf Etf (VB) 0.3 $419k 1.8k 236.98
Altria Group Stock (MO) 0.2 $405k 6.9k 58.63
Accenture Plc Ireland Shs Class A Stock (ACN) 0.2 $404k 1.4k 298.89
Verizon Communications Stock (VZ) 0.2 $404k 9.3k 43.27
Texas Instrs Stock (TXN) 0.2 $403k 1.9k 207.62
Palantir Technologies Inc Cl A Stock (PLTR) 0.2 $398k 2.9k 136.32
Shell Plc Spon Ads Adr (SHEL) 0.2 $392k 5.6k 70.41
Intuitive Surgical Stock (ISRG) 0.2 $391k 719.00 543.41
Ge Aerospace Stock (GE) 0.2 $390k 1.5k 257.39
Intercontinental Exchange Stock (ICE) 0.2 $390k 2.1k 183.47
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.2 $389k 687.00 566.48
Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.2 $380k 1.9k 197.17
At&t Stock (T) 0.2 $379k 13k 28.94
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR) 0.2 $379k 9.4k 40.11
Capital One Finl Corp Stock (COF) 0.2 $377k 1.8k 212.76
Palo Alto Networks Stock (PANW) 0.2 $377k 1.8k 204.64
Disney Walt Stock (DIS) 0.2 $376k 3.0k 124.02
Pepsico Stock (PEP) 0.2 $372k 2.8k 132.04
Unitedhealth Group Stock (UNH) 0.2 $365k 1.2k 311.97
Linde Stock (LIN) 0.2 $363k 774.00 469.18
Booking Holdings Stock (BKNG) 0.2 $359k 62.00 5789.24
Schwab U.s. Small-cap Etf Etf (SCHA) 0.2 $354k 14k 25.30
Coca Cola Stock (KO) 0.2 $350k 4.9k 70.75
Celestica Stock (CLS) 0.2 $344k 2.2k 156.11
Gilead Sciences Stock (GILD) 0.2 $344k 3.1k 110.87
Lam Research Corp Stock (LRCX) 0.2 $342k 3.5k 97.34
Manulife Finl Corp Stock (MFC) 0.2 $339k 11k 31.96
Copa Holdings Sa Cl A Stock (CPA) 0.2 $337k 3.1k 109.97
Stryker Corporation Stock (SYK) 0.2 $336k 850.00 395.63
Nu Hldgs Ltd Ord Shs Cl A Stock (NU) 0.2 $334k 24k 13.72
Merck & Co Stock (MRK) 0.2 $330k 4.2k 79.16
Citigroup Stock (C) 0.2 $329k 3.9k 85.12
Boston Scientific Corp Stock (BSX) 0.2 $323k 3.0k 107.41
Schwab Fundamental International Equity Etf Etf (FNDF) 0.2 $320k 8.0k 40.02
Vici Pptys Reit (VICI) 0.2 $319k 9.8k 32.60
Vertex Pharmaceuticals Stock (VRTX) 0.2 $317k 712.00 445.20
Banco Santander Adr (SAN) 0.2 $317k 38k 8.30
Adobe Stock (ADBE) 0.2 $315k 814.00 386.88
HSBC HLDGS Adr (HSBC) 0.2 $314k 5.2k 60.79
Astrazeneca Adr (AZN) 0.2 $307k 4.4k 69.88
Ark Innovation Etf Etf (ARKK) 0.2 $305k 4.3k 70.29
The Cigna Group Stock (CI) 0.2 $305k 922.00 330.58
Vanguard Growth ETF Etf (VUG) 0.2 $295k 673.00 438.40
Ishares Msci Japan Etf Etf (EWJ) 0.2 $291k 3.9k 74.97
Banco Bilbao Vizcaya Argentari Adr (BBVA) 0.2 $287k 19k 15.37
Ares Capital Corp Cef (ARCC) 0.2 $286k 13k 21.96
Advanced Micro Devices Stock (AMD) 0.2 $277k 2.0k 141.90
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.2 $277k 12k 22.98
Danaher Corporation Stock (DHR) 0.2 $276k 1.4k 197.54
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT) 0.2 $275k 6.8k 40.78
Jpmorgan Betabuilders Canada Etf Etf (BBCA) 0.2 $272k 3.4k 80.70
Sony Group Corp Adr (SONY) 0.2 $270k 10k 26.03
Rockwell Automation Stock (ROK) 0.2 $269k 811.00 332.17
Mercadolibre Stock (MELI) 0.2 $269k 103.00 2613.63
Paramount Global Class B Stock (PARA) 0.2 $264k 21k 12.90
Uber Technologies Stock (UBER) 0.2 $264k 2.8k 93.30
Flexshares Stoxx Global Broad Infrastructure Index Fund Etf (NFRA) 0.2 $261k 4.2k 61.88
Invesco Qqq Trust Series I Etf (QQQ) 0.2 $258k 467.00 551.65
Micron Technology Stock (MU) 0.2 $256k 2.1k 123.25
Cadence Design System Stock (CDNS) 0.2 $255k 827.00 308.15
Enterprise Prods Partners Stock (EPD) 0.2 $254k 8.2k 31.01
Autodesk Stock (ADSK) 0.2 $250k 808.00 309.57
Ge Vernova Stock (GEV) 0.1 $248k 469.00 529.15
Terawulf Stock (WULF) 0.1 $245k 56k 4.38
Progressive Corp Stock (PGR) 0.1 $243k 910.00 266.86
Thermo Fisher Scientific Stock (TMO) 0.1 $241k 594.00 405.46
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.1 $240k 2.5k 95.77
Vanguard Value ETF Etf (VTV) 0.1 $239k 1.4k 176.74
Amgen Stock (AMGN) 0.1 $238k 852.00 279.21
American Intl Group Stock (AIG) 0.1 $233k 2.7k 85.59
Toyota Motor Corp Ads Adr (TM) 0.1 $232k 1.3k 172.26
General Mtrs Stock (GM) 0.1 $230k 4.7k 49.21
Colgate Palmolive Stock (CL) 0.1 $230k 2.5k 90.90
Ishares Msci India Etf Etf (INDA) 0.1 $229k 4.1k 55.68
Chevron Corp Stock (CVX) 0.1 $229k 1.6k 143.16
Pfizer Stock (PFE) 0.1 $228k 9.4k 24.24
Blackrock Stock (BLK) 0.1 $226k 215.00 1049.25
Medtronic Stock (MDT) 0.1 $224k 2.6k 87.17
Amphenol Corp New Cl A Stock (APH) 0.1 $223k 2.3k 98.75
Core Scientific Stock (CORZ) 0.1 $223k 13k 17.07
Flexshares Global Quality Real Estate Index Fund Etf (GQRE) 0.1 $222k 3.7k 59.65
Vanguard Small Cap Value Etf Etf (VBR) 0.1 $221k 1.1k 195.01
T-mobile Us Stock (TMUS) 0.1 $221k 926.00 238.26
Ubs Group Stock (UBS) 0.1 $220k 6.5k 33.82
Tjx Cos Stock (TJX) 0.1 $220k 1.8k 123.49
Rtx Corporation Stock (RTX) 0.1 $220k 1.5k 146.02
Arista Networks Stock (ANET) 0.1 $216k 2.1k 102.31
Emcor Group Stock (EME) 0.1 $216k 404.00 534.89
Conocophillips Stock (COP) 0.1 $214k 2.4k 89.74
Mitsubishi Ufj Finl Group Adr (MUFG) 0.1 $213k 16k 13.72
Hca Healthcare Stock (HCA) 0.1 $207k 539.00 383.10
S&p Global Stock (SPGI) 0.1 $206k 391.00 527.29
Invesco S&p 500 Equal Weight Health Care Etf Etf (RSPH) 0.1 $204k 7.0k 29.18
Ishares New York Muni Bond Etf Etf (NYF) 0.1 $204k 3.9k 52.14
Eaton Corp Stock (ETN) 0.1 $203k 568.00 356.99
Ishares Core Msci Eafe Etf Etf (IEFA) 0.1 $203k 2.4k 83.48
Caterpillar Stock (CAT) 0.1 $202k 520.00 388.21
Haleon Plc Spon Ads Adr (HLN) 0.1 $167k 16k 10.37
Vodafone Group Adr (VOD) 0.1 $147k 14k 10.66
Mizuho Financial Group Adr (MFG) 0.1 $90k 16k 5.56
Icl Group Stock (ICL) 0.0 $80k 12k 6.86
Genworth Finl Stock (GNW) 0.0 $78k 10k 7.78
Lloyds Banking Group Adr (LYG) 0.0 $76k 18k 4.25
Allogene Therapeutics Stock (ALLO) 0.0 $16k 14k 1.13