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CIK: 0001987932
Total reported value
$148.9M
$148.9M
172 檔
35.9%
According to the latest 13F quarterly dataset, Seven Mile Advisory managed an equity portfolio of $148.9M at the end of Q3 2024, spanning 172 distinct U.S. exchange-listed positions.
During Q3 2024, Seven Mile Advisory's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | 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 | 12.44% | +0.34% | +4.66% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 9.18% | +0.14% | -0.34% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.53% | -0.25% | +19.79% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.22% | -0.55% | +9.04% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.95% | +0.60% | -2.60% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.34% | -0.16% | +13.34% | |
| 7 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.98% | +0.73% | +11.78% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.12% | +0.42% | +5.79% | |
| 9 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.11% | -0.13% | +5.60% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.75% | -0.37% | +13.21% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.51% | +0.18% | +15.26% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.48% | — | — | |
| 13 | SNAP | Snap Inc - A | Stock-Comm Services | 1.46% | — | +20.04% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.36% | -0.06% | +18.73% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.17% | -0.08% | +20.45% | |
| 16 | BND | Vanguard Total Bond Market | ETF-Other | 1.03% | +0.20% | +5.25% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.99% | — | — | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.98% | — | — | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.95% | +0.43% | +34.68% | |
| 20 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 0.86% | — | — | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.79% | +0.20% | +1028.34% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.79% | -0.04% | +7.46% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 0.78% | -0.11% | +4.26% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.76% | +0.03% | +14.35% | |
| 25 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.73% | +0.21% | NEW | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.71% | -0.17% | +6.50% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | -0.14% | +6.64% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.63% | -0.30% | +3.96% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.63% | -0.18% | +20.68% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.61% | -0.11% | +38.17% | |
| 31 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.58% | +0.14% | NEW | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.53% | — | +3.84% | |
| 33 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.51% | +0.02% | — | |
| 34 | NFLX | Netflix Inc | Stock-Comm Services | 0.50% | -0.24% | -20.16% | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.49% | -0.06% | +9.73% | |
| 36 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.48% | -0.17% | EXIT | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.48% | +0.08% | — | |
| 38 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.47% | -0.07% | — | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.46% | -0.02% | — | |
| 40 | INTU | Intuit Inc | Stock-Tech | 0.44% | -0.16% | EXIT | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.44% | -0.06% | +4.57% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.43% | -0.14% | +7.36% | |
| 43 | AMAT | Applied Materials Inc | Stock-Tech | 0.42% | +0.68% | +8.02% | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.41% | — | — | |
| 45 | ADBE | Adobe Inc | Stock-Tech | 0.41% | — | +10.32% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.41% | — | -7.93% | |
| 47 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.41% | — | +0.24% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | -0.46% | EXIT | |
| 49 | ACN | Accenture plc | Stock-Tech | 0.39% | -0.16% | EXIT | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.39% | -0.58% | EXIT |
According to official SEC Form 13F filings, Seven Mile Advisory reported a total U.S. public equity portfolio value of $148.9M across 172 disclosed positions in Q3 2024.
During Q3 2024, Seven Mile Advisory's top holdings by market value included SPY (12.4%)、NVDA (9.2%)、AAPL (5.5%). The largest single position, SPY, represented 12.4% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, NVDA, AAPL) accounted for 35.9% of total reported equity market value during Q3 2024.
In Q3 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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