SFG
SevenBridge Financial Group Portfolio holdings
AUM
$567M
1-Year Est. Return
16.15%
1 Year Est. Return
+16.15%
AUM
$567M
AUM Growth
+$59M
(+12%)
Holding
229
Top Buys
| 1 | +$7.04M | |
| 2 | +$1.95M | |
| 3 | +$1.5M | |
| 4 |
BNY Mellon Core Bond ETF
BKAG
|
+$1.41M |
| 5 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
+$1.39M |
Top Sells
| 1 | +$1.78M | |
| 2 | +$1.65M | |
| 3 | +$910K | |
| 4 |
Hershey
HSY
|
+$889K |
| 5 |
Bank of America
BAC
|
+$858K |
Sector Composition
| 1 | Technology | 24.82% |
| 2 | Financials | 9.72% |
| 3 | Industrials | 8.32% |
| 4 | Healthcare | 7.83% |
| 5 | Communication Services | 7.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Quanta Services
PWR
$64.6B
| $3.49M | 0.62% |
8,920
+2,688
|
|
||
52
RTX Corp
RTX
$211B
| $3.47M | 0.61% |
22,312
-2,916
|
|
||
53
IBM
IBM
$262B
| $3.43M | 0.6% |
14,610
-1,286
|
|
||
54
Costco
COST
$415B
| $3.37M | 0.59% |
3,403
+617
|
|
||
55
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.1B
| $3.26M | 0.58% |
40,599
-7,460
|
|
||
56
Qualcomm
QCOM
$176B
| $3.24M | 0.57% |
21,046
+3,477
|
|
||
57
iShares National Muni Bond ETF
MUB
$40.3B
| $3.23M | 0.57% |
30,973
-2,309
|
|
||
58
Abbott
ABT
$224B
| $3.18M | 0.56% |
24,293
-3,141
|
|
||
59
Amgen
AMGN
$161B
| $3.18M | 0.56% |
11,148
-2,305
|
|
||
60
Lowe's Companies
LOW
$137B
| $3.13M | 0.55% |
12,797
+3,287
|
|
||
61
Linde
LIN
$211B
| $3.13M | 0.55% |
6,621
+2,160
|
|
||
62
Berkshire Hathaway Class B
BRK.B
$1.06T
| $3.08M | 0.54% |
6,549
-46
|
|
||
63
L3Harris
LHX
$53.1B
| $3.01M | 0.53% |
11,157
-318
|
|
||
64
Merck
MRK
$212B
| $3.01M | 0.53% |
37,431
-7,453
|
|
||
65
Permian Resources
PR
$9.15B
| $2.99M | 0.53% |
223,724
+32,326
|
|
||
66
Freeport-McMoran
FCX
$59.1B
| $2.91M | 0.51% |
68,967
+7,368
|
|
||
67
Lam Research
LRCX
$178B
| $2.89M | 0.51% |
27,481
-1,690
|
|
||
68
Home Depot
HD
$390B
| $2.75M | 0.49% |
6,953
-977
|
|
||
69
CrowdStrike
CRWD
$122B
| $2.73M | 0.48% |
6,258
+2,128
|
|
||
70
Walt Disney
DIS
$199B
| $2.73M | 0.48% |
23,975
-4,800
|
|
||
71
iShares Core S&P Small-Cap ETF
IJR
$84.8B
| $2.71M | 0.48% |
23,711
-3,758
|
|
||
72
Target
TGT
$41.3B
| $2.71M | 0.48% |
25,499
-7,377
|
|
||
73
AutoZone
AZO
$67.2B
| $2.69M | 0.47% |
673
+280
|
|
||
74
Intuitive Surgical
ISRG
$160B
| $2.6M | 0.46% |
5,433
+2,210
|
|
||
75
UnitedHealth
UNH
$323B
| $2.57M | 0.45% |
9,829
+1,570
|
|