Seven Mile Advisory Top Holdings and 13F Report (2025) About Seven Mile AdvisoryInvestment ActivitySeven Mile Advisory has $156.79 million in total holdings as of December 31, 2024.Seven Mile Advisory owns shares of 167 different stocks, but just 58 companies or ETFs make up 80% of its holdings.Approximately 7.86% of the portfolio was purchased this quarter.About 6.27% of the portfolio was sold this quarter.This quarter, Seven Mile Advisory has purchased 172 new stocks and bought additional shares in 82 stocks.Seven Mile Advisory sold shares of 45 stocks and completely divested from 19 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $19,014,230NVIDIA $15,580,594Apple $10,663,931Amazon.com $7,093,098Microsoft $6,852,747 Largest New Holdings this Quarter ARISTA NETWORKS INC COM SHS $291,357 HoldingConocoPhillips $256,652 HoldingGilead Sciences $246,443 HoldingFiserv $245,682 HoldingBLACKROCK INC COM $227,574 Holding Largest Purchases this Quarter Apple 6,684 shares (about $1.67M)Amazon.com 5,262 shares (about $1.15M)Alphabet 3,257 shares (about $616.56K)Microsoft 1,435 shares (about $604.85K)Vanguard S&P 500 ETF 762 shares (about $410.56K) Largest Sales this Quarter Vanguard Intermediate-Term Corporate Bond ETF 7,383 shares (about $592.64K)Vanguard Short-Term Treasury Index ETF 9,661 shares (about $562.07K)Dimensional Emerging Core Equity Market ETF 14,088 shares (about $357.41K)FlexShares Global Upstream Natural Resources Index Fund 7,696 shares (about $279.83K)Vanguard Total Bond Market ETF 3,250 shares (about $233.70K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSeven Mile Advisory Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$19,014,230$198,095 ▼-1.0%32,44312.1%FinanceNVDANVIDIA$15,580,594$232,725 ▲1.5%116,0229.9%Computer and TechnologyAAPLApple$10,663,931$1,673,814 ▲18.6%42,5846.8%Computer and TechnologyAMZNAmazon.com$7,093,098$1,154,430 ▲19.4%32,3314.5%Retail/WholesaleMSFTMicrosoft$6,852,747$604,853 ▲9.7%16,2584.4%Computer and TechnologyVOOVanguard S&P 500 ETF$6,505,377$410,560 ▲6.7%12,0744.1%ETFDFAEDimensional Emerging Core Equity Market ETF$3,818,957$357,414 ▼-8.6%150,5302.4%ETFMETAMeta Platforms$3,022,152$322,004 ▲11.9%5,1621.9%Computer and TechnologyGOOGAlphabet$2,996,002$390,402 ▲15.0%15,7321.9%Computer and TechnologyGOOGLAlphabet$2,957,290$616,560 ▲26.3%15,6221.9%Computer and TechnologyVGSHVanguard Short-Term Treasury Index ETF$2,575,832$562,071 ▼-17.9%44,2741.6%ETFIWFiShares Russell 1000 Growth ETF$2,497,175$99,598 ▲4.2%6,2181.6%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$2,481,413$592,640 ▼-19.3%30,9131.6%ETFJPMJPMorgan Chase & Co.$2,053,860$35,957 ▲1.8%8,5681.3%FinanceAVGOBroadcom$1,795,833$189,645 ▲11.8%7,7461.1%Computer and TechnologyTSLATesla$1,670,686$243,919 ▲17.1%4,1371.1%Auto/Tires/TrucksVVisa$1,495,185$125,152 ▲9.1%4,7311.0%Business ServicesIWDiShares Russell 1000 Value ETF$1,464,5630.0%7,9110.9%ETFSPYVSPDR Portfolio S&P 500 Value ETF$1,432,227$2,352 ▲0.2%28,0060.9%ETFMAMastercard$1,359,077$109,527 ▲8.8%2,5810.9%Business ServicesIYYiShares Dow Jones U.S. ETF$1,331,5960.0%9,3060.8%ETFVEAVanguard FTSE Developed Markets ETF$1,310,277$9,468 ▲0.7%27,4000.8%ETFBNDVanguard Total Bond Market ETF$1,264,224$233,703 ▼-15.6%17,5810.8%ETFWMTWalmart$1,163,889$102,999 ▲9.7%12,8820.7%Retail/WholesaleBRK.BBerkshire Hathaway$1,148,612$159,101 ▲16.1%2,5340.7%FinanceCOSTCostco Wholesale$1,113,491$1,833 ▲0.2%1,2150.7%Retail/WholesaleLLYEli Lilly and Company$1,042,133$39,369 ▲3.9%1,3500.7%MedicalORCLOracle$962,679$235,462 ▲32.4%5,7770.6%Computer and TechnologyNFLXNetflix$955,382$6,239 ▲0.7%1,0720.6%Consumer DiscretionaryUNHUnitedHealth Group$800,732$148,715 ▼-15.7%1,5830.5%MedicalIWMiShares Russell 2000 ETF$729,1680.0%3,3000.5%FinanceDFSEDimensional Emerging Markets Sustainability Core 1 ETF$718,7840.0%21,6950.5%ETFBRK.ABerkshire Hathaway$680,9200.0%10.4%FinanceAXPAmerican Express$665,700$106,548 ▲19.1%2,2430.4%FinanceMCDMcDonald's$665,587$48,412 ▲7.8%2,2960.4%Retail/WholesaleVWOVanguard FTSE Emerging Markets ETF$658,073$75,218 ▼-10.3%14,9430.4%ETFIVWiShares S&P 500 Growth ETF$656,2900.0%6,4640.4%ETFPGProcter & Gamble$655,176$18,274 ▲2.9%3,9080.4%Consumer StaplesBACBank of America$650,943$92,471 ▲16.6%14,8110.4%FinanceHDHome Depot$648,446$126,422 ▲24.2%1,6670.4%Retail/WholesaleCMCSAComcast$645,741$11,146 ▼-1.7%17,2060.4%Consumer DiscretionarySPOTSpotify Technology$631,253$128,845 ▲25.6%1,4110.4%Business ServicesJNJJohnson & Johnson$630,109$214,761 ▼-25.4%4,3570.4%MedicalDFASDimensional U.S. Small Cap ETF$622,100$1,692 ▲0.3%9,5590.4%ETFIVViShares Core S&P 500 ETF$612,8160.0%1,0410.4%ETFINTUIntuit$611,531$56,565 ▼-8.5%9730.4%Computer and TechnologyIVEiShares S&P 500 Value ETF$601,4630.0%3,1510.4%ETFCRMSalesforce$589,089$13,039 ▲2.3%1,7620.4%Computer and TechnologyMRKMerck & Co., Inc.$582,866$94,608 ▲19.4%5,8590.4%MedicalACNAccenture$580,454$10,202 ▼-1.7%1,6500.4%Computer and TechnologyNVONovo Nordisk A/S$565,840$72,515 ▼-11.4%6,5780.4%MedicalSHOPShopify$538,880$12,122 ▲2.3%5,0680.3%Computer and TechnologyBXBlackstone$537,088$158,109 ▲41.7%3,1150.3%FinanceASMLASML$532,285$46,436 ▲9.6%7680.3%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$531,764$219,512 ▲70.3%1,2500.3%FinanceSAPSAP$529,598$10,587 ▼-2.0%2,1510.3%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$521,784$3,116 ▼-0.6%8,3740.3%ETFWSMWilliams-Sonoma$500,727$42,406 ▼-7.8%2,7040.3%Retail/WholesaleABBVAbbVie$493,473$18,125 ▲3.8%2,7770.3%MedicalXOMExxon Mobil$491,810$47,438 ▼-8.8%4,5720.3%Oils/EnergyAMATApplied Materials$478,945$35,779 ▼-7.0%2,9450.3%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$469,458$4,418 ▲1.0%2,0190.3%ETFWFCWells Fargo & Company$466,113$30,203 ▲6.9%6,6360.3%FinanceNEENextEra Energy$458,314$17,922 ▲4.1%6,3930.3%UtilitiesTSMTaiwan Semiconductor Manufacturing$443,958$19,947 ▼-4.3%2,2480.3%Computer and TechnologyNOWServiceNow$437,219$5,306 ▼-1.2%4120.3%Computer and TechnologyQCOMQUALCOMM$430,290$52,077 ▲13.8%2,8010.3%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$426,2200.0%8,1620.3%ETFGSThe Goldman Sachs Group$426,029$23,477 ▲5.8%7440.3%FinanceVBVanguard Small-Cap ETF$424,8150.0%1,7680.3%ETFADBEAdobe$420,563$111,587 ▼-21.0%9460.3%Computer and TechnologyCSCOCisco Systems$410,789$20,424 ▲5.2%6,9390.3%Computer and TechnologyTXNTexas Instruments$409,897$105,193 ▼-20.4%2,1860.3%Computer and TechnologyEFAiShares MSCI EAFE ETF$407,7990.0%5,3930.3%FinanceTOSTToast$401,460$115,619 ▲40.4%11,0140.3%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$391,3010.0%6870.2%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$388,1360.0%14,8200.2%ETFABTAbbott Laboratories$387,741$21,943 ▲6.0%3,4280.2%MedicalISRGIntuitive Surgical$381,031$1,566 ▲0.4%7300.2%MedicalPEPPepsiCo$375,588$6,843 ▼-1.8%2,4700.2%Consumer StaplesEEMiShares MSCI Emerging Markets ETF$373,8290.0%8,9390.2%FinanceSHELShell$364,372$13,282 ▼-3.5%5,8160.2%Oils/EnergyGLTRAberdeen Standard Physical Precious Metals Basket Shares ETF$362,3400.0%3,3000.2%ETFTMOThermo Fisher Scientific$362,208$68,174 ▲23.2%6960.2%MedicalSCHASchwab US Small-Cap ETF$362,040$181,020 ▲100.0%14,0000.2%ETFMSMorgan Stanley$358,176$11,566 ▼-3.1%2,8490.2%FinanceFTECFidelity MSCI Information Technology Index ETF$355,971$185 ▼-0.1%1,9250.2%ETFNVSNovartis$349,051$42,427 ▼-10.8%3,5870.2%MedicalMOAltria Group$347,467$29,492 ▲9.3%6,6450.2%Consumer StaplesPANWPalo Alto Networks$346,634$191,604 ▲123.6%1,9050.2%Computer and TechnologyIBMInternational Business Machines$344,398$142,638 ▲70.7%1,5670.2%Computer and TechnologyGUNRFlexShares Global Upstream Natural Resources Index Fund$343,166$279,827 ▼-44.9%9,4380.2%ETFDISWalt Disney$339,520$59,686 ▲21.3%3,0490.2%Consumer DiscretionaryVZVerizon Communications$335,076$7,518 ▼-2.2%8,3790.2%Computer and TechnologyMFCManulife Financial$326,202$4,484 ▼-1.4%10,6220.2%FinanceBKNGBooking$322,947$14,905 ▲4.8%650.2%Retail/WholesalePMPhilip Morris International$320,973$18,414 ▲6.1%2,6670.2%Consumer StaplesDHRDanaher$319,534$5,509 ▼-1.7%1,3920.2%MedicalTMToyota Motor$317,020$54,685 ▲20.8%1,6290.2%Auto/Tires/TrucksLINDE PLC SHS$316,933$30,144 ▼-8.7%7570.2%StockShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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