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CIK: 0001987932
Total reported value
$148.9M
$148.9M
158 檔
29.7%
As reported in its official Q1 2024 Form 13F filing, Seven Mile Advisory's tracked investment portfolio stood at $148.9M with 158 total positions.
During Q1 2024, Seven Mile Advisory's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SPY, NVDA, MSFT) accounted for 29.7% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 12.47% | +0.34% | +0.97% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 7.81% | +0.14% | +1.47% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.56% | -0.55% | +1.95% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.49% | -0.25% | -0.01% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.19% | +0.60% | +2.62% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.79% | -0.16% | +0.74% | |
| 7 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.71% | +0.73% | +1.47% | |
| 8 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.28% | -0.13% | +5.23% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.24% | +0.42% | +5.34% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.59% | +0.18% | -0.20% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.57% | -0.37% | +2.11% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.39% | -0.06% | +5.39% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.38% | -0.08% | +0.79% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.36% | — | — | |
| 15 | SNAP | Snap Inc - A | Stock-Comm Services | 1.34% | — | +29.32% | |
| 16 | BND | Vanguard Total Bond Market | ETF-Other | 1.11% | +0.20% | +5.34% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.08% | — | — | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.06% | — | — | |
| 19 | XLK | Ss Technology Select Sector | ETF-Tech | 0.97% | — | — | |
| 20 | NFLX | Netflix Inc | Stock-Comm Services | 0.93% | -0.24% | -5.93% | |
| 21 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 0.90% | — | — | |
| 22 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.88% | — | -9.03% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.85% | -0.04% | +1.75% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.83% | -0.11% | +3.46% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.72% | +0.43% | +0.85% | |
| 26 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.70% | +0.14% | NEW | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | -0.14% | +2.30% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.64% | +0.03% | +3.02% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.63% | -0.17% | +0.27% | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.61% | +0.21% | NEW | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.59% | +0.20% | +3.00% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.57% | -0.18% | +16.42% | |
| 33 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.56% | -0.17% | EXIT | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.54% | -0.30% | +201.57% | |
| 35 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.53% | -0.07% | -1.03% | |
| 36 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.53% | +0.02% | +4.67% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.53% | +0.08% | — | |
| 38 | ASML | ASML Holding N.V. | Stock-Tech | 0.51% | +0.24% | +2.99% | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.50% | -0.06% | — | |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.48% | -0.02% | — | |
| 41 | INTC | Intel CORP | Stock-Tech | 0.47% | +0.57% | +0.88% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.46% | — | +0.03% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.46% | -0.05% | +0.94% | |
| 44 | INTU | Intuit Inc | Stock-Tech | 0.45% | -0.16% | EXIT | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.45% | — | -0.34% | |
| 46 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.45% | — | +0.16% | |
| 47 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.45% | — | -0.32% | |
| 48 | ACN | Accenture plc | Stock-Tech | 0.44% | -0.16% | EXIT | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.43% | -0.14% | +1.35% | |
| 50 | AMAT | Applied Materials Inc | Stock-Tech | 0.43% | +0.68% | +2.65% |
According to official SEC Form 13F filings, Seven Mile Advisory reported a total U.S. public equity portfolio value of $148.9M across 158 disclosed positions in Q1 2024.
During Q1 2024, Seven Mile Advisory's top holdings by market value included SPY (12.5%)、NVDA (7.8%)、MSFT (4.6%). The largest single position, SPY, represented 12.5% of total portfolio value.
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In Q1 2024, Seven Mile Advisory made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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