SEVEN MILE ADVISORY Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$149.8M
Holdings
175
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (175 positions)
| Stock | Value |
|---|---|
SPYSPDR S&P 500 ETF TRUST | $18.2M |
NVDANVIDIA CORPORATION COM | $10.7M |
AAPLAPPLE INC COM | $9.7M |
VOOVANGUARD S&P 500 ETF | $6.3M |
MSFTMICROSOFT CORP COM | $5.9M |
AMZNAMAZON COM INC COM | $5.9M |
DFAEDIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $4.1M |
METAMETA PLATFORMS INC CL A | $3.1M |
GOOGALPHABET INC CAP STK CL C | $2.5M |
GOOGLALPHABET INC CAP STK CL A | $2.4M |
VGSHVANGUARD SHORT-TERM TREASURY ETF | $2.3M |
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $2.2M |
IWFISHARES RUSSELL 1000 GROWTH ETF | $2.2M |
JPMJPMORGAN CHASE & CO. COM | $2.1M |
VVISA INC COM CL A | $1.7M |
IWDISHARES RUSSELL 1000 VALUE ETF | $1.5M |
MAMASTERCARD INCORPORATED CL A | $1.5M |
SPYVSPDR PORTFOLIO S&P 500 VALUE ETF | $1.4M |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $1.4M |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $1.4M |
AVGOBROADCOM INC COM | $1.3M |
LLYELI LILLY & CO COM | $1.3M |
IYY*ISHARES DOW JONES U.S. ETF | $1.3M |
WMTWALMART INC COM | $1.2M |
COSTCOSTCO WHSL CORP NEW COM | $1.2M |
BNDVANGUARD TOTAL BOND MARKET ETF | $1.1M |
TSLATESLA INC COM | $1.0M |
JNJJOHNSON & JOHNSON COM | $1.0M |
NFLXNETFLIX INC COM | $1.0M |
UNHUNITEDHEALTH GROUP INC COM | $887K |
ORCLORACLE CORP COM | $854K |
SPOTSPOTIFY TECHNOLOGY S A SHS | $802K |
BRK-BBERKSHIRE HATHAWAY INC DEL CL A | $798K |
MCDMCDONALDS CORP COM | $766K |
DFASDFA U.S. Small Cap ETF | $749K |
DFSEDIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF | $731K |
PGPROCTER AND GAMBLE CO COM | $716K |
VWOVANGUARD FTSE EMERGING MARKETS ETF | $677K |
IWMISHARES RUSSELL 2000 ETF | $658K |
CMCSACOMCAST CORP NEW CL A | $636K |
ABBVABBVIE INC COM | $632K |
HDHOME DEPOT INC COM | $620K |
BACBANK AMERICA CORP COM | $619K |
IVEiShares S&P 500 Value ETF | $601K |
IVWiShares S&P 500 Growth ETF | $600K |
AXPAMERICAN EXPRESS CO COM | $600K |
SAPSAP SE SPON ADR | $592K |
XOMEXXON MOBIL CORP COM | $591K |
IVVISHARES CORE S&P 500 ETF | $585K |
INTUINTUIT COM | $564K |
CRMSALESFORCE INC COM | $560K |
ASMLASML HOLDING N V N Y REGISTRY SHS | $543K |
ACNACCENTURE PLC IRELAND SHS CLASS A | $534K |
ABTABBOTT LABS COM | $517K |
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $510K |
WFCWELLS FARGO CO NEW COM | $504K |
4I1PHILIP MORRIS INTL INC COM | $493K |
IJHISHARES CORE S&P MID-CAP ETF | $486K |
MRKMERCK & CO INC COM | $478K |
SHOPSHOPIFY INC CL A SUB VTG SHS | $475K |
NVSNNOVARTIS AG SPONSORED ADR | $473K |
QCOMQUALCOMM INC COM | $471K |
BXBLACKSTONE INC COM | $450K |
NEENEXTERA ENERGY INC COM | $449K |
CSCOCISCO SYS INC COM | $448K |
AMATAPPLIED MATLS INC COM | $448K |
EFAISHARES MSCI EAFE ETF | $441K |
IEMGISHARES CORE MSCI EMERGING MARKETS ETF | $441K |
WSMWILLIAMS SONOMA INC COM | $430K |
GLTRABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF | $427K |
CVXCHEVRON CORP NEW COM | $426K |
NVONOVO-NORDISK A S ADR | $422K |
ADBEADOBE INC COM | $419K |
IBMINTERNATIONAL BUSINESS MACHS COM | $418K |
TXNTEXAS INSTRS INC COM | $417K |
XLKTECHNOLOGY SELECT SECTOR SPDR FUND | $413K |
GSGOLDMAN SACHS GROUP INC COM | $404K |
BACVERIZON COMMUNICATIONS INC COM | $398K |
SHELSHELL PLC SPON ADS | $395K |
DFEMDIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $392K |
VBVANGUARD SMALL-CAP ETF | $392K |
MOALTRIA GROUP INC COM | $392K |
EEMISHARES MSCI EMERGING MARKETS ETF | $391K |
TAT&T INC COM | $386K |
PEPPEPSICO INC COM | $382K |
LINLINDE PLC SHS | $380K |
ICEINTERCONTINENTAL EXCHANGE INC COM | $376K |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $374K |
TOSTTOAST INC CL A | $367K |
MDYSPDR S&P MIDCAP 400 ETF TRUST | $367K |
GUNRFLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND | $366K |
KOCOCA COLA CO COM | $360K |
TMOTHERMO FISHER SCIENTIFIC INC COM | $355K |
ISRGINTUITIVE SURGICAL INC COM NEW | $344K |
VRTXVERTEX PHARMACEUTICALS INC COM | $344K |
DWDMORGAN STANLEY COM NEW | $344K |
AZNASTRAZENECA PLC SPONSORED ADR | $335K |
SYKSTRYKER CORPORATION COM | $334K |
PANWPALO ALTO NETWORKS INC COM | $331K |
SCHASCHWAB U.S. SMALL-CAP ETF | $328K |
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