SevenBridge Financial Group, LLC
CIK: 0001673954SEC EDGAR →
Portfolio Value
$546K
Holdings
208
As of
Q4 2025
New Positions
4
Closed Positions
10
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ETF SER SOLUTIONS | 1,144,153 | $32K | 5.94% |
| 2 | APPLE INC | 113,219 | $29K | 5.30% |
| 3 | ALPHABET INC | 80,769 | $27K | 4.93% |
| 4 | MICROSOFT CORP | 47,955 | $23K | 4.13% |
| 5 | NVIDIA CORPORATION | 93,031 | $17K | 3.18% |
| 6 | AMAZON COM INC | 67,546 | $16K | 2.95% |
| 7 | JPMORGAN CHASE & CO. | 41,734 | $13K | 2.30% |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD | 34,684 | $12K | 2.11% |
| 9 | INVESCO EXCHANGE TRADED FD T | 50,360 | $10K | 1.84% |
| 10 | JOHNSON & JOHNSON | 44,447 | $10K | 1.80% |
Quarterly Changes
New Positions (8)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 57 | $156K | 28.6% |
| Technology | 26 | $137K | 25.2% |
| Communication Services | 8 | $39K | 7.1% |
| Industrials | 26 | $37K | 6.8% |
| Consumer Cyclical | 11 | $34K | 6.2% |
| Healthcare | 21 | $33K | 6.0% |
| Energy | 15 | $30K | 5.5% |
| Consumer Defensive | 13 | $25K | 4.6% |
| Basic Materials | 14 | $20K | 3.6% |
| Unknown | 10 | $18K | 3.3% |
| Utilities | 6 | $17K | 3.1% |
| Real Estate | 1 | $119 | 0.0% |