SevenBridge Financial Group, LLC Buys Snowflake Inc, iShares National Muni Bond ETF, iShares Short-Term National Muni Bond ETF, Sells Diamondback Energy Inc, Fate Therapeutics Inc, Alibaba Group Holding

• New Purchases: SNOW, MUB, SUB, IEUR, SAP, VTEB, VIAC,
• Added Positions: IJH, CFG, INTC, SPY, IJR, NEM, CVX, FDX, ZBH, IEFA, APD, TER, XOM, IEMG, SCHD, JNJ, FB, KMB, SHY, KO, MTB, MDLZ, BA, REGN, SCHB, SCHG, ADI, TSM, USB, SIL, SLB, DFS,
• Reduced Positions: FANG, FATE, MSFT, IVV, AAPL, TGT, AMGN, JPM, GLD, PPG, GOOGL, ABT, D, T, VO, VRTX, NVTA, NKE, RTX, PG, GD, NSC, PPL, NVDA, ORCL, DIS, AMAT, UNH, UPS, CMCSA, QCOM, VMC, VZ, UL, UBER, TFC, SYK, SCHM, TT, SHW, HD, MS, SO, TXN, GM, ABBV, MO, BLK, CAT, EW, EMR, GIS, GS, IBM, NVS, NAK, LOW, LITE, PGR, ACN, VFC, ADP, MRNA, BP, AVGO, BF.B, MBB, C, RDS.A, QQQ, SCHX, SBUX, ITW, LHX,
• Sold Out: BABA, EDIT, OLLI, SCHA,

For the details of SevenBridge Financial Group, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/sevenbridge+financial+group%2C+llc/current-portfolio/portfolio

1. Apple Inc (AAPL) - 150,330 shares, 7.09% of the total portfolio. Shares reduced by 1.43%
2. Microsoft Corp (MSFT) - 58,736 shares, 5.52% of the total portfolio. Shares reduced by 2.16%
3. Alphabet Inc (GOOGL) - 4,720 shares, 4.21% of the total portfolio. Shares reduced by 1.11%
4. Amazon.com Inc (AMZN) - 2,963 shares, 3.24% of the total portfolio. Shares added by 0.17%
5. Schwab US Dividend Equity ETF (SCHD) - 107,564 shares, 2.66% of the total portfolio. Shares added by 1.13%

SevenBridge Financial Group, LLC initiated holding in Snowflake Inc. The purchase prices were between $236.75 and $324.08, with an estimated average price of $284.09. The stock is now traded at around $335.340000. The impact to a portfolio due to this purchase was 0.16%. The holding were 1,563 shares as of 2021-09-30.

SevenBridge Financial Group, LLC initiated holding in iShares National Muni Bond ETF. The purchase prices were between $115.95 and $117.43, with an estimated average price of $116.89. The stock is now traded at around $115.905000. The impact to a portfolio due to this purchase was 0.11%. The holding were 2,945 shares as of 2021-09-30.

SevenBridge Financial Group, LLC initiated holding in iShares Short-Term National Muni Bond ETF. The purchase prices were between $107.5 and $107.9, with an estimated average price of $107.75. The stock is now traded at around $107.535000. The impact to a portfolio due to this purchase was 0.1%. The holding were 2,903 shares as of 2021-09-30.

SevenBridge Financial Group, LLC initiated holding in Vanguard Tax-Exempt Bond ETF. The purchase prices were between $54.7 and $55.37, with an estimated average price of $55.14. The stock is now traded at around $54.675000. The impact to a portfolio due to this purchase was 0.08%. The holding were 4,179 shares as of 2021-09-30.

SevenBridge Financial Group, LLC initiated holding in SAP SE. The purchase prices were between $135.04 and $150.2, with an estimated average price of $145.19. The stock is now traded at around $144.770000. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,717 shares as of 2021-09-30.

SevenBridge Financial Group, LLC initiated holding in iShares Core MSCI Europe ETF. The purchase prices were between $55.75 and $60.04, with an estimated average price of $58.3. The stock is now traded at around $57.710000. The impact to a portfolio due to this purchase was 0.08%. The holding were 4,479 shares as of 2021-09-30.

SevenBridge Financial Group, LLC added to a holding in Citizens Financial Group Inc by 51.72%. The purchase prices were between $41.2 and $47.99, with an estimated average price of $43.93. The stock is now traded at around $47.775000. The impact to a portfolio due to this purchase was 0.09%. The holding were 16,569 shares as of 2021-09-30.

SevenBridge Financial Group, LLC added to a holding in S&P 500 ETF TRUST ETF by 43.51%. The purchase prices were between $423.61 and $451.74, with an estimated average price of $439.92. The stock is now traded at around $442.109900. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,946 shares as of 2021-09-30.

SevenBridge Financial Group, LLC added to a holding in Newmont Corp by 31.55%. The purchase prices were between $53.71 and $63.98, with an estimated average price of $59.05. The stock is now traded at around $57.695000. The impact to a portfolio due to this purchase was 0.06%. The holding were 14,724 shares as of 2021-09-30.

SevenBridge Financial Group, LLC added to a holding in Zimmer Biomet Holdings Inc by 56.06%. The purchase prices were between $140.44 and $163.52, with an estimated average price of $151.62. The stock is now traded at around $145.120000. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,060 shares as of 2021-09-30.

SevenBridge Financial Group, LLC sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $145.08 and $221.87, with an estimated average price of $182.3.

SevenBridge Financial Group, LLC sold out a holding in Editas Medicine Inc. The sale prices were between $39.27 and $72.94, with an estimated average price of $55.

SevenBridge Financial Group, LLC sold out a holding in Ollie's Bargain Outlet Holdings Inc. The sale prices were between $60.28 and $94.01, with an estimated average price of $80.88.

SevenBridge Financial Group, LLC sold out a holding in Schwab U.S. Small-Cap ETF. The sale prices were between $96.31 and $104.67, with an estimated average price of $101.3.