SEVEN MILE ADVISORY

13F Filings History

Latest 13F report
Q3 2024 - Nov 13, 2024
Value $
$151M
Signature - Title
Christopher Plummer - CCO
Location
Ewing, NJ
Summary
This page shows a list of all the recent 13F filings made by SEVEN MILE ADVISORY. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SEVEN MILE ADVISORY reported 172 stock holdings with total value $151M as of Q3 2024. Top holdings included SPY, NVDA, AAPL, MSFT, and VOO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 172 $151M +$16.5M -$4.11M +$12.4M SPY, NVDA, AAPL, MSFT, VOO 13F-HR 11/13/2024, 11:54 AM
Q2 2024 154 $136M +$17.1M -$9.49M +$7.58M SPY, NVDA, AAPL, MSFT, VOO 13F-HR 8/8/2024, 03:42 PM
Q1 2024 158 $132M +$6.27M -$1.69M +$4.58M SPY, NVDA, MSFT, AAPL, VOO 13F-HR 5/8/2024, 12:22 PM
Q4 2023 150 $115M +$10.5M -$1.56M +$8.91M SPY, AAPL, NVDA, MSFT, VOO 13F-HR 2/9/2024, 12:11 PM
Q3 2023 128 $95.2M +$13.9M -$1.42M +$12.5M SPY, AAPL, NVDA, VOO, MSFT 13F-HR 11/13/2023, 03:23 PM
Q2 2023 112 $85.8M $0 $0 SPY, AAPL, NVDA, MSFT, DFAE 13F-HR 8/8/2023, 01:52 PM