The Analysis of SevenBridge Financial Group, LLC's Holdings

Currently, SevenBridge Financial Group, LLC holds 212 types of securities in its portfolio with a total value $606.6M. In the most recent quarter, they have increased their positions in DRSK (+306.6K shares, valued at $9.0M), JUCY (+104.3K shares, valued at $2.3M), BKAG (+40.3K shares, valued at $1.7M); decreased their positions in AAPL (-7.1K shares, valued at $1.9M), MSFT (-3.6K shares, valued at $1.8M), GOOGL (-6.2K shares, valued at $1.8M); initiated new positions in INTC (+5.7K shares, valued at $215.6K), IEMG (+3.0K shares, valued at $208.7K), VRTX (+480 shares, valued at $208.4K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DRSK ETF SER SOLUTIONS1.1M shares38.80%2025-09-302025-11-13

AAPL APPLE INC115.8K shares-5.76%2025-09-302025-11-13

MSFT MICROSOFT CORP48.6K shares-6.85%2025-09-302025-11-13

GOOGL ALPHABET INC84.9K shares-6.79%2025-09-302025-11-13

NVDA NVIDIA CORPORATION95.6K shares0.65%2025-09-302025-11-13

AMZN AMAZON COM INC67.8K shares-2.97%2025-09-302025-11-13

JPM JPMORGAN CHASE & CO.42.0K shares-4.23%2025-09-302025-11-13

TSM TAIWAN SEMICONDUCTOR MFG LTD34.5K shares6.32%2025-09-302025-11-13

Sponsored

META META PLATFORMS INC16.1K shares6.06%2025-09-302025-11-13

ORCL ORACLE CORP40.3K shares-7.85%2025-09-302025-11-13

JNJ JOHNSON & JOHNSON45.0K shares-0.26%2025-09-302025-11-13

LLY ELI LILLY & CO8.4K shares16.16%2025-09-302025-11-13

WMT WALMART INC78.3K shares2.00%2025-09-302025-11-13

JUCY ETF SER SOLUTIONS360.5K shares40.69%2025-09-302025-11-13

GS GOLDMAN SACHS GROUP INC9.4K shares3.52%2025-09-302025-11-13

SCHD SCHWAB STRATEGIC TR277.7K shares-13.95%2025-09-302025-11-13

Sponsored

TAFI AB ACTIVE ETFS INC295.5K shares5.38%2025-09-302025-11-13

MS MORGAN STANLEY43.6K shares9.02%2025-09-302025-11-13

XOM EXXON MOBIL CORP61.0K shares1.84%2025-09-302025-11-13

CAT CATERPILLAR INC12.3K shares17.56%2025-09-302025-11-13

FBTC FIDELITY WISE ORIGIN BITCOIN79.5K shares25.39%2025-09-302025-11-13

SHY ISHARES TR78.9K shares-15.18%2025-09-302025-11-13

BKAG BNY MELLON ETF TRUST147.0K shares37.81%2025-09-302025-11-13

AMAT APPLIED MATLS INC25.9K shares23.81%2025-09-302025-11-13

Sponsored

PNC PNC FINL SVCS GROUP INC31.6K shares9.66%2025-09-302025-11-13

SRE SEMPRA61.2K shares9.45%2025-09-302025-11-13

GOOG ALPHABET INC19.2K shares-7.16%2025-09-302025-11-13

PG PROCTER AND GAMBLE CO36.7K shares5.96%2025-09-302025-11-13

CMI CUMMINS INC11.1K shares11.38%2025-09-302025-11-13

V VISA INC15.7K shares8.03%2025-09-302025-11-13

PWR QUANTA SVCS INC11.7K shares31.30%2025-09-302025-11-13

AVGO BROADCOM INC14.5K shares0.35%2025-09-302025-11-13

Sponsored

PSX PHILLIPS 6636.9K shares9.34%2025-09-302025-11-13

DUK DUKE ENERGY CORP NEW40.9K shares18.14%2025-09-302025-11-13

CRWD CROWDSTRIKE HLDGS INC8.7K shares39.01%2025-09-302025-11-13

CSCO CISCO SYS INC64.1K shares-17.98%2025-09-302025-11-13

ISRG INTUITIVE SURGICAL INC7.9K shares46.22%2025-09-302025-11-13

FANG DIAMONDBACK ENERGY INC30.2K shares6.59%2025-09-302025-11-13

UBER UBER TECHNOLOGIES INC47.2K shares-12.32%2025-09-302025-11-13

QCOM QUALCOMM INC24.6K shares16.80%2025-09-302025-11-13

Sponsored

UNP UNION PAC CORP19.4K shares17.30%2025-09-302025-11-13

DE DEERE & CO8.9K shares14.32%2025-09-302025-11-13

NEE NEXTERA ENERGY INC49.6K shares39.67%2025-09-302025-11-13

BLK BLACKROCK INC3.7K shares17.32%2025-09-302025-11-13

PEP PEPSICO INC28.2K shares-14.70%2025-09-302025-11-13

EOG EOG RES INC36.5K shares6.95%2025-09-302025-11-13

LOW LOWES COS INC16.8K shares31.49%2025-09-302025-11-13

LRCX LAM RESEARCH CORP24.5K shares-10.98%2025-09-302025-11-13

Sponsored

IBM INTERNATIONAL BUSINESS MACHS12.5K shares-14.39%2025-09-302025-11-13

HON HONEYWELL INTL INC19.5K shares3.21%2025-09-302025-11-13

LIN LINDE PLC9.1K shares37.17%2025-09-302025-11-13

COST COSTCO WHSL CORP NEW4.1K shares21.80%2025-09-302025-11-13

LQD ISHARES TR33.9K shares-21.14%2025-09-302025-11-13

SHW SHERWIN WILLIAMS CO10.9K shares2.97%2025-09-302025-11-13

PLTR PALANTIR TECHNOLOGIES INC20.0K shares-18.94%2025-09-302025-11-13

IGSB ISHARES TR69.4K shares-17.73%2025-09-302025-11-13

Sponsored

AZO AUTOZONE INC955 shares41.90%2025-09-302025-11-13

ABBV ABBVIE INC15.5K shares-12.46%2025-09-302025-11-13

BAC BANK AMERICA CORP66.0K shares-17.40%2025-09-302025-11-13

UNH UNITEDHEALTH GROUP INC10.5K shares6.78%2025-09-302025-11-13

TMO THERMO FISHER SCIENTIFIC INC6.0K shares21.78%2025-09-302025-11-13

HSY HERSHEY CO19.9K shares-16.59%2025-09-302025-11-13

PR PERMIAN RESOURCES CORP263.9K shares17.97%2025-09-302025-11-13

RTX RTX CORPORATION19.2K shares-13.82%2025-09-302025-11-13

Sponsored

MUB ISHARES TR31.6K shares2.08%2025-09-302025-11-13

DGRO ISHARES TR48.6K shares25.88%2025-09-302025-11-13

FCX FREEPORT-MCMORAN INC76.6K shares11.11%2025-09-302025-11-13

LHX L3HARRIS TECHNOLOGIES INC10.6K shares-4.68%2025-09-302025-11-13

BRK.B BERKSHIRE HATHAWAY INC DEL6.3K shares-3.39%2025-09-302025-11-13

CPRT COPART INC76.1K shares55.18%2025-09-302025-11-13

MAR MARRIOTT INTL INC NEW10.6K shares35.15%2025-09-302025-11-13

SBUX STARBUCKS CORP33.6K shares28.68%2025-09-302025-11-13

Sponsored

AMGN AMGEN INC8.5K shares-24.12%2025-09-302025-11-13

APD AIR PRODS & CHEMS INC10.5K shares-14.93%2025-09-302025-11-13

MRK MERCK & CO INC29.8K shares-20.29%2025-09-302025-11-13

SPGI S&P GLOBAL INC5.3K shares39.74%2025-09-302025-11-13

PGR PROGRESSIVE CORP11.7K shares33.82%2025-09-302025-11-13

ABT ABBOTT LABS19.9K shares-17.96%2025-09-302025-11-13

TMUS T-MOBILE US INC11.4K shares38.61%2025-09-302025-11-13

HYG ISHARES TR29.0K shares-28.61%2025-09-302025-11-13

Sponsored

DRI DARDEN RESTAURANTS INC13.1K shares41.04%2025-09-302025-11-13

DIS DISNEY WALT CO18.9K shares-21.16%2025-09-302025-11-13

HD HOME DEPOT INC5.9K shares-14.89%2025-09-302025-11-13

IJR ISHARES TR17.7K shares-25.29%2025-09-302025-11-13

ZTS ZOETIS INC16.4K shares33.35%2025-09-302025-11-13

SAP SAP SE7.8K shares-4.64%2025-09-302025-11-13

NSC NORFOLK SOUTHN CORP6.8K shares-12.33%2025-09-302025-11-13

GLD SPDR GOLD TR4.9K shares-8.96%2025-09-302025-11-13

Sponsored

GD GENERAL DYNAMICS CORP5.3K shares-14.36%2025-09-302025-11-13

IJH ISHARES TR25.5K shares-16.57%2025-09-302025-11-13

NFLX NETFLIX INC1.4K shares-7.06%2025-09-302025-11-13

TGT TARGET CORP17.9K shares-29.82%2025-09-302025-11-13

VCIT VANGUARD SCOTTSDALE FDS19.4K shares-35.49%2025-09-302025-11-13

IEF ISHARES TR16.6K shares-21.43%2025-09-302025-11-13

MCD MCDONALDS CORP5.2K shares-23.71%2025-09-302025-11-13

LMT LOCKHEED MARTIN CORP3.4K shares-20.12%2025-09-302025-11-13

Sponsored

AMD ADVANCED MICRO DEVICES INC5.8K shares-6.13%2025-09-302025-11-13

PFE PFIZER INC57.9K shares-24.83%2025-09-302025-11-13

IEI ISHARES TR12.1K shares-23.65%2025-09-302025-11-13

SPYG SPDR SERIES TRUST13.3K shares25.93%2025-09-302025-11-13

ASML ASML HOLDING N V1.3K shares-19.88%2025-09-302025-11-13

ADP AUTOMATIC DATA PROCESSING IN5.2K shares-1.91%2025-09-302025-11-13

FDX FEDEX CORP4.9K shares-17.96%2025-09-302025-11-13

MA MASTERCARD INCORPORATED2.3K shares-7.55%2025-09-302025-11-13

Sponsored

ETN EATON CORP PLC3.5K shares-3.61%2025-09-302025-11-13

JEPI J P MORGAN EXCHANGE TRADED F22.3K shares-37.44%2025-09-302025-11-13

BMY BRISTOL-MYERS SQUIBB CO25.7K shares-15.40%2025-09-302025-11-13

UL UNILEVER PLC20.0K shares-12.82%2025-09-302025-11-13

CSL CARLISLE COS INC3.7K shares0.00%2025-09-302025-11-13

SCHG SCHWAB STRATEGIC TR36.1K shares-13.80%2025-09-302025-11-13

BDX BECTON DICKINSON & CO6.0K shares-19.35%2025-09-302025-11-13

PM PHILIP MORRIS INTL INC7.1K shares-10.30%2025-09-302025-11-13

Sponsored

GBTC GRAYSCALE BITCOIN TRUST ETF13.8K shares-26.56%2025-09-302025-11-13

NVS NOVARTIS AG7.9K shares-14.92%2025-09-302025-11-13

SCHF SCHWAB STRATEGIC TR42.6K shares-7.06%2025-09-302025-11-13

HYMB SPDR SERIES TRUST39.2K shares-1.23%2025-09-302025-11-13

MDT MEDTRONIC PLC10.1K shares-21.88%2025-09-302025-11-13

COP CONOCOPHILLIPS10.8K shares-2.19%2025-09-302025-11-13

MLM MARTIN MARIETTA MATLS INC1.5K shares0.20%2025-09-302025-11-13

EMR EMERSON ELEC CO6.8K shares-8.60%2025-09-302025-11-13

Sponsored

CVX CHEVRON CORP NEW5.7K shares-23.97%2025-09-302025-11-13

MDLZ MONDELEZ INTL INC15.3K shares-26.09%2025-09-302025-11-13

GILD GILEAD SCIENCES INC6.7K shares-20.58%2025-09-302025-11-13

SCCO SOUTHERN COPPER CORP6.0K shares-1.69%2025-09-302025-11-13

VMC VULCAN MATLS CO2.5K shares-10.14%2025-09-302025-11-13

TPL TEXAS PACIFIC LAND CORPORATI723 shares0.00%2025-09-302025-11-13

SDY SPDR SERIES TRUST5.1K shares1.90%2025-09-302025-11-13

ADI ANALOG DEVICES INC2.9K shares-21.79%2025-09-302025-11-13

Sponsored

ACN ACCENTURE PLC IRELAND2.8K shares-7.46%2025-09-302025-11-13

APH AMPHENOL CORP NEW4.9K shares-23.08%2025-09-302025-11-13

KMB KIMBERLY-CLARK CORP6.5K shares-12.90%2025-09-302025-11-13

EXE EXPAND ENERGY CORPORATION5.5K shares-21.78%2025-09-302025-11-13

SO SOUTHERN CO6.9K shares-21.99%2025-09-302025-11-13

KO COCA COLA CO8.8K shares-18.27%2025-09-302025-11-13

NTR NUTRIEN LTD10.1K shares-1.94%2025-09-302025-11-13

SPY SPDR S&P 500 ETF TR874 shares-31.72%2025-09-302025-11-13

Sponsored

VZ VERIZON COMMUNICATIONS INC14.6K shares-34.60%2025-09-302025-11-13

BHP BHP GROUP LTD9.9K shares-18.31%2025-09-302025-11-13

MDY SPDR S&P MIDCAP 400 ETF TR917 shares0.00%2025-09-302025-11-13

TXN TEXAS INSTRS INC3.3K shares-21.21%2025-09-302025-11-13

BRO BROWN & BROWN INC6.7K shares4.27%2025-09-302025-11-13

TSLA TESLA INC1.2K shares-2.89%2025-09-302025-11-13

POET POET TECHNOLOGIES INC100.7K shares1.82%2025-09-302025-11-13

RYAN RYAN SPECIALTY HOLDINGS INC8.6K shares22.32%2025-09-302025-11-13

Sponsored

HUBB HUBBELL INC1.1K shares0.00%2025-09-302025-11-13

SNOW SNOWFLAKE INC1.8K shares-5.63%2025-09-302025-11-13

AFL AFLAC INC4.0K shares-4.04%2025-09-302025-11-13

SYK STRYKER CORPORATION1.2K shares-12.66%2025-09-302025-11-13

QQQ INVESCO QQQ TR695 shares10.49%2025-09-302025-11-13

MU MICRON TECHNOLOGY INC1.7K shares-5.51%2025-09-302025-11-13

PPL PPL CORP11.1K shares0.00%2025-09-302025-11-13

JEPQ J P MORGAN EXCHANGE TRADED F7.0K shares-17.55%2025-09-302025-11-13

Sponsored

NKE NIKE INC6.2K shares-19.14%2025-09-302025-11-13

CRM SALESFORCE INC1.6K shares-11.96%2025-09-302025-11-13

WAT WATERS CORP1.0K shares-16.67%2025-09-302025-11-13

SYY SYSCO CORP5.1K shares-5.99%2025-09-302025-11-13

AXP AMERICAN EXPRESS CO971 shares-3.29%2025-09-302025-11-13

GLXY GALAXY DIGITAL INC.11.5K shares-14.81%2025-09-302025-11-13

CMCSA COMCAST CORP NEW12.9K shares-33.99%2025-09-302025-11-13

ITW ILLINOIS TOOL WKS INC1.4K shares-16.85%2025-09-302025-11-13

Sponsored

NEM NEWMONT CORP3.5K shares-6.62%2025-09-302025-11-13

D DOMINION ENERGY INC5.3K shares39.86%2025-09-302025-11-13

AXON AXON ENTERPRISE INC566 shares-15.90%2025-09-302025-11-13

PAYX PAYCHEX INC2.9K shares0.00%2025-09-302025-11-13

IEUR ISHARES TR4.5K shares0.00%2025-09-302025-11-13

AEM AGNICO EAGLE MINES LTD1.8K shares0.22%2025-09-302025-11-13

MTB M & T BK CORP1.6K shares0.00%2025-09-302025-11-13

MNST MONSTER BEVERAGE CORP NEW4.3K shares-34.40%2025-09-302025-11-13

Sponsored

IVV ISHARES TR442 shares-25.71%2025-09-302025-11-13

CL COLGATE PALMOLIVE CO3.8K shares-2.82%2025-09-302025-11-13

ROK ROCKWELL AUTOMATION INC740 shares-8.87%2025-09-302025-11-13

TT TRANE TECHNOLOGIES PLC692 shares-29.82%2025-09-302025-11-13

AOS SMITH A O CORP4.4K shares-17.95%2025-09-302025-11-13

VOOG VANGUARD ADMIRAL FDS INC629 shares0.00%2025-09-302025-11-13

SWK STANLEY BLACK & DECKER INC3.9K shares-30.84%2025-09-302025-11-13

DFUV DIMENSIONAL ETF TRUST5.8K shares0.43%2025-09-302025-11-13

Sponsored

C CITIGROUP INC2.6K shares-5.32%2025-09-302025-11-13

IVW ISHARES TR2.1K shares0.00%2025-09-302025-11-13

IBB ISHARES TR1.6K shares0.00%2025-09-302025-11-13

ODFL OLD DOMINION FREIGHT LINE IN1.9K shares-7.03%2025-09-302025-11-13

XLI SELECT SECTOR SPDR TR1.7K shares0.00%2025-09-302025-11-13

CCJ CAMECO CORP2.8K shares3.76%2025-09-302025-11-13

REGN REGENERON PHARMACEUTICALS372 shares-6.30%2025-09-302025-11-13

NOW SERVICENOW INC292 shares-4.58%2025-09-302025-11-13

Sponsored

SCHX SCHWAB STRATEGIC TR9.3K shares-3.42%2025-09-302025-11-13

VOO VANGUARD INDEX FDS400 shares4.71%2025-09-302025-11-13

VLO VALERO ENERGY CORP1.4K shares-20.25%2025-09-302025-11-13

CTRA COTERRA ENERGY INC9.3K shares-13.19%2025-09-302025-11-13

SMMD ISHARES TR3.2K shares-17.03%2025-09-302025-11-13

LNG CHENIERE ENERGY INC1.1K shares0.00%2025-09-302025-11-13

NXPI NXP SEMICONDUCTORS N V1.2K shares-21.56%2025-09-302025-11-13

SNPS SYNOPSYS INC590 shares-10.61%2025-09-302025-11-13

Sponsored

EPD ENTERPRISE PRODS PARTNERS L7.4K shares0.00%2025-09-302025-11-13

OEF ISHARES TR669 shares0.00%2025-09-302025-11-13

MO ALTRIA GROUP INC4.0K shares0.00%2025-09-302025-11-13

CLX CLOROX CO DEL2.2K shares-18.99%2025-09-302025-11-13

INTC INTEL CORP5.7K sharesnew addition2025-09-302025-11-13

TM TOYOTA MOTOR CORP1.0K shares0.00%2025-09-302025-11-13

IWF ISHARES TR445 shares0.00%2025-09-302025-11-13

GXO GXO LOGISTICS INCORPORATED4.1K shares-27.95%2025-09-302025-11-13

Sponsored

OLLI OLLIES BARGAIN OUTLET HLDGS1.6K shares0.00%2025-09-302025-11-13

GWW GRAINGER W W INC221 shares0.00%2025-09-302025-11-13

IEMG ISHARES INC3.0K sharesnew addition2025-09-302025-11-13

VRTX VERTEX PHARMACEUTICALS INC480 sharesnew addition2025-09-302025-11-13

CAH CARDINAL HEALTH INC1.0K shares-44.44%2025-09-302025-11-13

RITM RITHM CAPITAL CORP13.1K shares0.00%2025-09-302025-11-13

NVG NUVEEN AMT FREE MUN CR INC F10.7K shares0.00%2025-09-302025-11-13

NXE NEXGEN ENERGY LTD12.3K shares0.00%2025-09-302025-11-13

Sponsored

DNN DENISON MINES CORP37.0K shares0.00%2025-09-302025-11-13

KAPA KAIROS PHARMA LTD44.3K shares0.00%2025-09-302025-11-13

FLD FOLD HLDGS INC10.0K sharesnew addition2025-09-302025-11-13

XLO XILIO THERAPEUTICS INC25.0K shares0.00%2025-09-302025-11-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available