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CIK: 0001673954
Total reported value
$679.8M
$679.8M
220 檔
13.8%
As reported in its official Q1 2025 Form 13F filing, SevenBridge Financial Group, LLC's tracked investment portfolio stood at $679.8M with 220 total positions.
In Q1 2025, SevenBridge Financial Group, LLC displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 220 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.12% | +0.26% | -9.49% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.68% | +0.30% | -7.49% | |
| 3 | DRSK | Aptus Defined Risk ETF | ETF-Other | 2.97% | -0.03% | +266.74% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.90% | -0.19% | -5.07% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.83% | +0.04% | -3.30% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.35% | +0.16% | +4.89% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.27% | +0.14% | -6.33% | |
| 8 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.86% | -0.10% | -25.51% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.80% | -0.01% | -19.57% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.76% | -0.28% | +20.14% | |
| 11 | ORCL | Oracle CORP | Stock-Tech | 1.43% | -0.24% | -10.16% | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 1.42% | -0.29% | -6.86% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.31% | +0.12% | -4.99% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.27% | -0.08% | -0.57% | |
| 15 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.22% | -0.08% | -33.32% | |
| 16 | TAFI | AB Tax Aware Short Dur Muni | ETF-Other | 1.08% | -0.26% | -17.31% | |
| 17 | CSCO | Cisco Systems Inc | Stock-Tech | 1.07% | +0.22% | -20.94% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.07% | +0.01% | +18.68% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.03% | -0.02% | +2.55% | |
| 20 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.03% | -0.05% | -32.40% | |
| 21 | UBER | Uber Technologies Inc | Stock-Industrials | 1.00% | -0.04% | -11.87% | |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.00% | -0.10% | -16.49% | |
| 23 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.00% | +0.07% | +30.35% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.97% | +0.10% | -7.79% | |
| 25 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.95% | -0.05% | -20.70% | |
| 26 | MS | Morgan Stanley | Stock-Financials | 0.95% | +0.11% | +23.03% | |
| 27 | PNC | Pnc Financial Services Group | Stock-Financials | 0.91% | +0.07% | +21.63% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.90% | +0.27% | +30.02% | |
| 29 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.88% | -0.15% | +48.33% | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 0.84% | +0.03% | -26.72% | |
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.79% | -0.06% | -15.81% | |
| 32 | HON | Honeywell International Inc | Stock-Industrials | 0.77% | -0.67% | EXIT | |
| 33 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.76% | -0.02% | -14.88% | |
| 34 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.75% | -0.10% | -26.85% | |
| 35 | JUCY | Aptus Enhanced Yield ETF | ETF-Other | 0.74% | -0.02% | +144.88% | |
| 36 | SRE | Sempra | Stock-Utilities | 0.73% | -0.12% | +50.34% | |
| 37 | AMGN | Amgen Inc | Stock-Healthcare | 0.73% | +0.04% | -24.40% | |
| 38 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.71% | +0.04% | -4.65% | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.71% | +0.02% | -20.37% | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.71% | +0.01% | -20.60% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.71% | +0.06% | -7.77% | |
| 42 | PSX | Phillips 66 | Stock-Energy | 0.71% | +0.18% | +11.09% | |
| 43 | EOG | Eog Resources Inc | Stock-Energy | 0.70% | -0.01% | +17.79% | |
| 44 | FANG | Diamondback Energy Inc | Stock-Energy | 0.69% | -0.06% | +20.94% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | -0.02% | -11.56% | |
| 46 | MUB | Ishares National Muni Bond E | ETF-Other | 0.68% | -0.10% | -11.66% | |
| 47 | DUK | Duke Energy CORP | Stock-Utilities | 0.67% | -0.04% | +27.99% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | +0.03% | -3.76% | |
| 49 | DE | Deere & Co | Stock-Industrials | 0.66% | +0.03% | +31.64% | |
| 50 | TGT | Target CORP | Stock-Consumer Disc | 0.65% | +0.01% | -17.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | DRSK | Aptus Defined Risk ETF | — | NEW | New buy |
| 4 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 5 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 6 | NVDA | Nvidia CORP | — | NEW | New buy |
| 7 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 8 | SHY | Ishares 1-3 Year Treasury Bo | — | NEW | New buy |
| 9 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 10 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 11 | ORCL | Oracle CORP | — | NEW | New buy |
| 12 | WMT | Walmart Inc | — | NEW | New buy |
| 13 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 14 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 15 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | — | NEW | New buy |
| 16 | TAFI | AB Tax Aware Short Dur Muni | — | NEW | New buy |
| 17 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 18 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 19 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 20 | IGSB | Ishares 1-5y Inv Grade CORP | — | NEW | New buy |
| 21 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 22 | PEP | Pepsico Inc | — | NEW | New buy |
| 23 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 24 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 25 | HSY | Hershey Co/the | — | NEW | New buy |
| 26 | MS | Morgan Stanley | — | NEW | New buy |
| 27 | PNC | Pnc Financial Services Group | — | NEW | New buy |
| 28 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 29 | FBTC | Fidelity Wise Origin Bitcoin | — | NEW | New buy |
| 30 | BAC | Bank Of America CORP | — | NEW | New buy |
| 31 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 32 | HON | Honeywell International Inc | — | NEW | New buy |
| 33 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 34 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | — | NEW | New buy |
| 35 | JUCY | Aptus Enhanced Yield ETF | — | NEW | New buy |
| 36 | SRE | Sempra | — | NEW | New buy |
| 37 | AMGN | Amgen Inc | — | NEW | New buy |
| 38 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 39 | ABT | Abbott Laboratories | — | NEW | New buy |
| 40 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 41 | ABBV | Abbvie Inc | — | NEW | New buy |
| 42 | PSX | Phillips 66 | — | NEW | New buy |
| 43 | EOG | Eog Resources Inc | — | NEW | New buy |
| 44 | FANG | Diamondback Energy Inc | — | NEW | New buy |
| 45 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 46 | MUB | Ishares National Muni Bond E | — | NEW | New buy |
| 47 | DUK | Duke Energy CORP | — | NEW | New buy |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 49 | DE | Deere & Co | — | NEW | New buy |
| 50 | TGT | Target CORP | — | NEW | New buy |
According to official SEC Form 13F filings, SevenBridge Financial Group, LLC reported a total U.S. public equity portfolio value of $679.8M across 220 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, DRSK) accounted for 13.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $26.0M
During Q1 2025, SevenBridge Financial Group, LLC's top holdings by market value included AAPL (5.1%)、MSFT (4.7%)、DRSK (3.0%). The largest single position, AAPL, represented 5.1% of total portfolio value.
In Q1 2025, SevenBridge Financial Group, LLC made 200 total portfolio adjustments, initiating 200 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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