Fund HoldingsSEVEN MILE ADVISORY

Total Portfolio Value
$156.79M
Total Bought
$18.44M
Total Sold
$12.28M
Net Transaction
+$6.16M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
APPLE INC COM(AAPL)35,90042,584+6,6848,36510,6646.80%+2,299
AMAZON COM INC COM(AMZN)27,06932,331+5,2625,0447,0934.52%+2,049
NVIDIA CORPORATION COM(NVDA)0116,022+116,022015,5819.94%+15,581
ALPHABET INC CAP STK CL A(GOOG)12,36515,622+3,2572,0512,9571.89%+907
TESLA INC COM(TSLA)3,5334,137+6049241,6711.07%+746
ALPHABET INC CAP STK CL C(GOOG)13,68215,732+2,0502,2872,9961.91%+709
BROADCOM INC COM(AVGO)6,9287,746+8181,1951,7961.15%+601
VANGUARD S&P 500 ETF11,31212,074+7625,9696,5054.15%+536
MICROSOFT CORP COM(MSFT)14,82316,258+1,4356,3786,8534.37%+474
META PLATFORMS INC CL A(META)4,6125,162+5502,6403,0221.93%+382
VISA INC COM CL A(V)4,3354,731+3961,1921,4950.95%+303
ARISTA NETWORKS INC COM SHS(ANET)02,636+2,63602910.19%+291
JPMORGAN CHASE & CO. COM(JPM)8,4188,568+1501,7752,0541.31%+279
CONOCOPHILLIPS COM(COP)02,588+2,58802570.16%+257
ISHARES RUSSELL 1000 GROWTH ETF5,9706,218+2482,2412,4971.59%+256
GILEAD SCIENCES INC COM(GILD)02,668+2,66802460.16%+246
FISERV INC COM(FISV)01,196+1,19602460.16%+246
BLACKROCK INC COM(BLK)0222+22202280.15%+228
SONY GROUP CORP SPONSORED ADR(SONY)010,746+10,74602270.15%+227
EQUINIX INC COM(EQIX)0239+23902250.14%+225
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIA)7341,250+5163105320.34%+221
T-MOBILE US INC COM(TMUS)0994+99402190.14%+219
ORACLE CORP COM(ORCL)4,3645,777+1,4137449630.61%+219
SPOTIFY TECHNOLOGY S A SHS(SPOT)1,1231,411+2884146310.40%+217
WALMART INC COM(WMT)11,74212,882+1,1409481,1640.74%+216
SPDR S&P 500 ETF TRUST(SPY)32,78132,443-33818,80819,01412.13%+206
COLGATE PALMOLIVE CO COM(CL)02,228+2,22802030.13%+203
CELESTICA INC COM(CLS)02,189+2,18902020.13%+202
BLACKSTONE INC COM(BX)2,1983,115+9173375370.34%+201
NETFLIX INC COM(NFLX)01,072+1,07209550.61%+955
MASTERCARD INCORPORATED CL A(MA)2,3732,581+2081,1721,3590.87%+187
PARAMOUNT GLOBAL CLASS B COM017,772+17,77201860.12%+186
TOAST INC CL A(TOST)011,014+11,01404010.26%+401
AMERICAN EXPRESS CO COM(AXP)1,8842,243+3595116660.42%+155
BANK AMERICA CORP COM12,70714,811+2,1045046510.42%+147
BERKSHIRE HATHAWAY INC DEL CL B NEW2,1832,534+3511,0051,1490.73%+144
SHOPIFY INC CL A(SHOP)4,9545,068+1143975390.34%+142
INTERNATIONAL BUSINESS MACHS COM(IBM)9181,567+6492033440.22%+142
VIATRIS INC COM(VTRS)010,869+10,86901350.09%+135
SALESFORCE INC COM(CRM)1,7231,762+394725890.38%+117
WELLS FARGO CO NEW COM(WFC)06,636+6,63604660.30%+466
HOME DEPOT INC COM(HD)1,3421,667+3255446480.41%+105
DISNEY WALT CO COM(DIS)03,049+3,04903400.22%+340
GOLDMAN SACHS GROUP INC COM(GS)703744+413484260.27%+78
VEREN INC COM NEW015,022+15,0220770.05%+77
TOYOTA MOTOR CORP ADS(TM)01,629+1,62903170.20%+317
SERVICENOW INC COM(NOW)417412-53734370.28%+64
BOOKING HOLDINGS INC COM(BKNG)6265+32613230.21%+62
CISCO SYS INC COM(CSCO)6,5946,939+3453514110.26%+60
ICL GROUP LTD SHS(ICL)011,854+11,8540590.04%+59
PALO ALTO NETWORKS INC COM(PANW)01,905+1,90503470.22%+347
MORGAN STANLEY COM NEW(MS)02,849+2,84903580.23%+358
CAPITAL ONE FINL CORP COM(COF)01,605+1,60502860.18%+286
GENERAL MTRS CO COM(GM)04,698+4,69802500.16%+250
CHEVRON CORP NEW COM(CVX)02,135+2,13503090.20%+309
WILLIAMS SONOMA INC COM(WSM)2,9332,704-2294545010.32%+46
AT&T INC COM(T)12,08713,521+1,4342663080.20%+42
COSTCO WHSL CORP NEW COM(COST)1,2131,215+21,0751,1130.71%+39
iShares S&P 500 Growth ETF06,464+6,46406560.42%+656
GE AEROSPACE COM NEW(GE)1,0991,465+3662072440.16%+37
ALTRIA GROUP INC COM(MO)6,0816,645+5643103470.22%+37
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)02,248+2,24804440.28%+444
ISHARES DOW JONES U.S. ETF9,3069,30601,2991,3320.85%+33
HSBC HLDGS PLC SPON ADR NEW(HSBC)05,405+5,40502670.17%+267
CADENCE DESIGN SYSTEM INC COM(CDNS)980988+82662970.19%+31
ROCKWELL AUTOMATION INC COM(ROK)0859+85902450.16%+245
MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS(MUFG)014,744+14,74401730.11%+173
SAP SE SPON ADR(SAP)2,1942,151-435035300.34%+27
MERCK & CO INC COM(MRK)05,859+5,85905830.37%+583
INTUITIVE SURGICAL INC COM NEW727730+33573810.24%+24
Vanguard Growth ETF663673+102552760.18%+22
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF01,925+1,92503560.23%+356
BOSTON SCIENTIFIC CORP COM(BSX)3,0173,052+352532730.17%+20
ABBOTT LABS COM3,2343,428+1943693880.25%+19
ENTERPRISE PRODS PARTNERS L P COM(EPD)08,183+8,18302570.16%+257
TECHNOLOGY SELECT SECTOR SPDR FUND
ST STR TECHN ETF
02,019+2,01904690.30%+469
CITIGROUP INC COM NEW(C)03,841+3,84102700.17%+270
MCDONALDS CORP COM(MCD)2,1292,296+1676486660.42%+17
PHILIP MORRIS INTL INC COM(PM)2,5142,667+1533053210.20%+16
THERMO FISHER SCIENTIFIC INC COM(TMO)565696+1313493620.23%+13
ARES CAPITAL CORP COM(ARCC)013,000+13,00002850.18%+285
ISHARES CORE S&P 500 ETF01,041+1,04106130.39%+613
QUALCOMM INC COM(QCOM)02,801+2,80104300.27%+430
INVESCO QQQ TRUST SERIES I0460+46002350.15%+235
TJX COS INC NEW COM(TJX)1,8461,870+242172260.14%+9
MANULIFE FINL CORP COM(MFC)10,76810,622-1463183260.21%+8
MIZUHO FINANCIAL GROUP INC SPONSORED ADR(MFG)018,220+18,2200890.06%+89
VODAFONE GROUP PLC NEW SPONSORED ADR(VOD)013,765+13,76501170.07%+117
ISHARES 7-10 YEAR TREASURY BOND ETF02,439+2,43902250.14%+225
VANGUARD SMALL-CAP ETF1,7681,76804194250.27%+5
DFA U.S. Small Cap ETF
US SMALL CAP ETF
9,5339,559+266186220.40%+4
MEDTRONIC PLC SHS(MDT)2,2582,591+3332032070.13%+4
VANGUARD SMALL CAP VALUE ETF01,135+1,13502250.14%+225
UBS GROUP AG SHS(UBS)07,839+7,83902380.15%+238
SCHWAB U.S. SMALL-CAP ETF014,000+14,00003620.23%+362
Vanguard Value ETF1,3051,353+482282290.15%+1
ISHARES RUSSELL 2000 ETF3,3003,30007297290.47%0
SPDR S&P MIDCAP 400 ETF TRUST(MDY)68768703913910.25%-0
STRYKER CORPORATION COM(SYK)0746+74602690.17%+269
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF
S&P500 EQL TEC
07,000+7,00002620.17%+262
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