SF
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SevenBridge Financial Group, LLC13F | |
| SevenBridge Financial Group, LLC | |
| Last update 2025-05-13 | 220 Stocks (10 new) |
| Value $508.00 Mil | Turnover 12 % |
SevenBridge Financial Group, L... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 123,456 | 26,023.4 | -9.49% | 5.120 | -0.57% | 0.000 | +3.15% | -16.49% | 3,115,912.0 | Hardware | |
MSFT | Microsoft Corp | 52,906 | 23,768.5 | -7.49% | 4.680 | -0.33% | 0.000 | +29.95% | +19.80% | 3,738,718.2 | Software | |
DRSK | Aptus Defined Risk ETF | 545,775 | 15,079.8 | +266.73% | 2.970 | +2.16% | 1.270 | +5.21% | +3.03% | 1,271.0 | ||
GOOGL | Alphabet Inc | 92,867 | 14,715.7 | -5.07% | 2.900 | -0.17% | 0.000 | +14.28% | -3.86% | 2,210,009.2 | Interactive Media | |
AMZN | Amazon.com Inc | 68,936 | 14,382.7 | -3.30% | 2.830 | -0.10% | 0.000 | +23.92% | +2.87% | 2,396,004.6 | Retail - Cyclical | |
NVDA | NVIDIA Corp | 97,078 | 11,940.6 | +4.89% | 2.350 | +0.11% | 0.000 | +48.21% | +22.20% | 4,001,266.5 | Semiconductors | |
JPM | JPMorgan Chase & Co | 44,362 | 11,536.4 | -6.33% | 2.270 | -0.16% | 0.000 | +23.59% | +22.39% | 802,324.6 | Banks | |
SHY | iShares 1-3 Year Treasury Bond ETF | 114,565 | 9,433.3 | -25.51% | 1.860 | -0.61% | 0.040 | -0.18% | +0.59% | 23,689.8 | ||
SCHD | Schwab US Dividend Equity ETF | 346,363 | 9,154.4 | -19.57% | 1.800 | -0.44% | 0.010 | +6.68% | -0.04% | 71,225.8 | ||
META | Meta Platforms Inc | 13,991 | 8,946.6 | +20.14% | 1.760 | +0.29% | 0.000 | +35.75% | +23.33% | 1,812,628.8 | Interactive Media |
SevenBridge Financial Group, LLC's Historical Top Holdings Breakdowns
SevenBridge Financial Group, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DRSK | Aptus Defined Risk ETF | 2025-03-31 | Add Add | +2.16% | 27.06 ($27.82) 28.23 | $28.26 | 1.58% | Add 266.73% | 545,775 | 396,955 | |
SHY | iShares 1-3 Year Treasury Bond ETF | 2025-03-31 | Reduce Reduce | -0.61% | 81.83 ($82.24) 82.73 | $82.46 | 0.27% | Reduce -25.51% | 114,565 | -39,227 | |
LQD |
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
| 2025-03-31 | Reduce Reduce | -0.59% | 105.1 ($107.75) 109.61 | $108.05 | 0.28% | Reduce -33.32% | 58,016 | -28,997 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.57% | 209.68 ($231.67) 247.1 | $208.62 | -9.95% | Reduce -9.49% | 123,456 | -12,938 | |
IGSB | iShares 1-3 Year Credit Bond ETF | 2025-03-31 | Reduce Reduce | -0.47% | 51.52 ($51.99) 52.37 | $52.45 | 0.88% | Reduce -32.4% | 100,028 | -47,942 | |
BKAG | BNY Mellon Core Bond ETF | 2025-03-31 | Add Add | +0.47% | 40.77 ($41.61) 42.27 | $41.68 | 0.17% | Add 369.33% | 73,215 | 57,615 | |
SCHD | Schwab US Dividend Equity ETF | 2025-03-31 | Reduce Reduce | -0.44% | 27.01 ($27.88) 28.54 | $27.31 | -2.04% | Reduce -19.57% | 346,363 | -84,271 | |
JUCY | Aptus Enhanced Yield ETF | 2025-03-31 | Add Add | +0.44% | 22.74 ($22.88) 23.02 | $22.25 | -2.75% | Add 144.88% | 168,914 | 99,937 | |
DGRO | iShares Core Dividend Growth ETF | 2025-03-31 | New Buy New Buy | +0.43% | 60.46 ($62.66) 64.42 | $64.86 | 3.51% | New holding | 34,902 | 34,902 | |
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 2025-03-31 | Reduce Reduce | -0.40% | 79.17 ($80.9) 82.04 | $82.00 | 1.36% | Reduce -38.93% | 41,072 | -26,179 |
SevenBridge Financial Group, LLC Total Holding History ($B)
SevenBridge Financial Group, LLC's Asset Allocation
SevenBridge Financial Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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SevenBridge Financial Group, LLC's Hypothetical Growth since 2025-03-31
SevenBridge Financial Group, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
SevenBridge Financial Group, LLC's Holdings Heat Map
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SevenBridge Financial Group, LLC's Holdings Bubble Chart
SevenBridge Financial Group, LLC News
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