Seven Mile Advisory Top Holdings and 13F Report (2024) → The 1,000X Crypto Playbook (From True Market Insiders) (Ad) About Seven Mile AdvisoryInvestment ActivitySeven Mile Advisory has $131.83 million in total holdings as of March 31, 2024.Seven Mile Advisory owns shares of 158 different stocks, but just 62 companies or ETFs make up 80% of its holdings.Approximately 4.76% of the portfolio was purchased this quarter.About 1.28% of the portfolio was sold this quarter.This quarter, Seven Mile Advisory has purchased 150 new stocks and bought additional shares in 89 stocks.Seven Mile Advisory sold shares of 32 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $16,436,798NVIDIA $10,291,548Microsoft $6,008,723Apple $5,916,566Vanguard S&P 500 ETF $5,526,489 Largest New Holdings this Quarter General Electric $274,178 HoldingGeneral Motors $245,480 HoldingSuper Micro Computer $241,397 HoldingStryker $232,258 HoldingLowe's Companies $225,181 Holding Largest Purchases this Quarter Walmart 7,948 shares (about $478.23K)Snap 34,843 shares (about $400.00K)iShares Core S&P Mid-Cap ETF 6,404 shares (about $388.98K)General Electric 1,562 shares (about $274.18K)General Motors 5,413 shares (about $245.48K) Largest Sales this Quarter Citigroup 4,529 shares (about $286.41K)Tesla 1,033 shares (about $181.59K)iShares Core MSCI Emerging Markets ETF 3,044 shares (about $157.07K)Spotify Technology 435 shares (about $114.80K)Netflix 127 shares (about $77.11K) 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$16,436,798$158,489 ▲1.0%31,42412.5%FinanceNVDANVIDIA$10,291,548$149,087 ▲1.5%11,3907.8%Computer and TechnologyMSFTMicrosoft$6,008,723$114,857 ▲1.9%14,2824.6%Computer and TechnologyAAPLApple$5,916,566$686 ▼0.0%34,5034.5%Computer and TechnologyVOOVanguard S&P 500 ETF$5,526,489$140,842 ▲2.6%11,4974.2%ETFAMZNAmazon.com$4,995,985$36,617 ▲0.7%27,6973.8%Consumer CyclicalDFAEDimensional Emerging Core Equity Market ETF$3,569,787$51,788 ▲1.5%144,4092.7%ETFVGSHVanguard Short-Term Treasury Index ETF$3,004,680$149,299 ▲5.2%51,7422.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$2,952,960$149,669 ▲5.3%36,6782.2%ETFGOOGAlphabet$2,101,036$4,263 ▼-0.2%13,7991.6%Computer and TechnologyMETAMeta Platforms$2,069,733$42,735 ▲2.1%4,2621.6%Computer and TechnologyGOOGLAlphabet$1,837,724$94,029 ▲5.4%12,1761.4%Computer and TechnologyJPMJPMorgan Chase & Co.$1,815,797$14,222 ▲0.8%9,0651.4%FinanceIWFiShares Russell 1000 Growth ETF$1,791,4210.0%5,3151.4%ETFSNAPSnap$1,764,028$399,998 ▲29.3%153,6611.3%Computer and TechnologyBNDVanguard Total Bond Market ETF$1,458,144$73,866 ▲5.3%20,0761.1%ETFIWDiShares Russell 1000 Value ETF$1,422,3130.0%7,9411.1%ETFSPYVSPDR Portfolio S&P 500 Value ETF$1,400,7960.0%27,9601.1%ETFXLKTechnology Select Sector SPDR Fund$1,276,6950.0%6,1301.0%ETFNFLXNetflix$1,222,252$77,112 ▼-5.9%2,0130.9%Consumer DiscretionaryIYYiShares Dow Jones U.S. ETF$1,192,0060.0%9,3060.9%ETFSPOTSpotify Technology$1,156,410$114,797 ▼-9.0%4,3820.9%Business ServicesVVisa$1,118,274$19,257 ▲1.8%4,0070.8%Business ServicesMAMastercard$1,093,645$36,599 ▲3.5%2,2710.8%Business ServicesVEAVanguard FTSE Developed Markets ETF$950,397$8,027 ▲0.9%18,9440.7%ETFNVONovo Nordisk A/S$917,161$35,053 ▲4.0%7,1430.7%MedicalBRK.BBerkshire Hathaway$858,702$19,344 ▲2.3%2,0420.7%FinanceLLYEli Lilly and Company$849,788$24,902 ▲3.0%1,0920.6%MedicalCOSTCostco Wholesale$829,506$2,198 ▲0.3%1,1320.6%Retail/WholesaleUNHUnitedHealth Group$809,329$10,883 ▼-1.3%1,6360.6%MedicalAVGOBroadcom$772,714$22,532 ▲3.0%5830.6%Computer and TechnologyJNJJohnson & Johnson$752,510$106,146 ▲16.4%4,7570.6%MedicalCMCSAComcast$738,901$16,040 ▲2.2%17,0450.6%Communication ServicesWMTWalmart$715,481$478,231 ▲201.6%11,8910.5%Retail/WholesaleGUNRFlexShares Global Upstream Natural Resources Index Fund$703,693$7,310 ▼-1.0%17,1340.5%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$698,579$31,170 ▲4.7%21,6950.5%ETFIWMiShares Russell 2000 ETF$693,9900.0%3,3000.5%FinanceASMLASML$668,654$19,409 ▲3.0%6890.5%Computer and TechnologyORCLOracle$657,6940.0%5,2360.5%Computer and TechnologyBRK.ABerkshire Hathaway$634,4400.0%10.5%FinanceINTCIntel$614,413$5,389 ▲0.9%13,9100.5%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$612,762$167 ▲0.0%14,6700.5%ETFMRKMerck & Co., Inc.$612,000$5,674 ▲0.9%4,6380.5%MedicalINTUIntuit$598,650$9,750 ▲1.7%9210.5%Computer and TechnologyIVWiShares S&P 500 Growth ETF$592,853$2,027 ▼-0.3%7,0210.4%ETFDFASDimensional U.S. Small Cap ETF$591,122$935 ▲0.2%9,4820.4%ETFIVEiShares S&P 500 Value ETF$588,638$1,868 ▼-0.3%3,1510.4%ETFACNAccenture$578,492$11,785 ▲2.1%1,6690.4%Business ServicesMCDMcDonald's$571,795$7,613 ▲1.3%2,0280.4%Retail/WholesaleAMATApplied Materials$568,164$14,642 ▲2.6%2,7550.4%Computer and TechnologyPGProcter & Gamble$554,733$9,573 ▲1.8%3,4190.4%Consumer StaplesIVViShares Core S&P 500 ETF$547,2850.0%1,0410.4%ETFHDHome Depot$538,574$28,003 ▲5.5%1,4040.4%Retail/WholesaleQQQInvesco QQQ$537,2520.0%1,2100.4%FinanceIJHiShares Core S&P Mid-Cap ETF$486,224$388,979 ▲400.0%8,0050.4%ETFADBEAdobe$485,307$14,125 ▲3.0%9620.4%Computer and TechnologyAXPAmerican Express$476,759$3,871 ▲0.8%2,0940.4%FinanceAMDAdvanced Micro Devices$467,289$541 ▼-0.1%2,5890.4%Computer and TechnologyBACBank of America$460,240$39,589 ▲9.4%12,1370.3%FinanceWSMWilliams-Sonoma$456,926$635 ▲0.1%1,4390.3%Retail/WholesaleDISWalt Disney$446,108$3,915 ▲0.9%3,6460.3%Consumer DiscretionarySCHASchwab US Small-Cap ETF$443,1600.0%9,0000.3%ETFXOMExxon Mobil$438,457$101,710 ▲30.2%3,7720.3%Oils/EnergyEFAiShares MSCI EAFE ETF$430,5080.0%5,3910.3%FinanceCRMSalesforce$424,664$13,252 ▲3.2%1,4100.3%Computer and TechnologyCVXChevron$423,163$13,091 ▼-3.0%2,6830.3%Oils/EnergySAPSAP$422,045$13,457 ▲3.3%2,1640.3%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$421,159$157,070 ▼-27.2%8,1620.3%ETFVZVerizon Communications$415,908$25,722 ▲6.6%9,9120.3%Computer and TechnologyQCOMQUALCOMM$405,474$19,300 ▲5.0%2,3950.3%Computer and TechnologyMUMicron Technology$385,382$2,122 ▲0.6%3,2690.3%Computer and TechnologyABBVAbbVie$384,595$20,941 ▲5.8%2,1120.3%MedicalPEPPepsiCo$382,922$31,327 ▲8.9%2,1880.3%Consumer StaplesDFEMDimensional Emerging Markets Core Equity 2 ETF$377,762$20,723 ▲5.8%14,8200.3%ETFTXNTexas Instruments$372,113$36,758 ▲11.0%2,1360.3%Computer and TechnologySHELShell$370,262$15,151 ▼-3.9%5,5230.3%Oils/EnergyIBMInternational Business Machines$370,136$3,438 ▲0.9%1,9380.3%Computer and TechnologyEEMiShares MSCI Emerging Markets ETF$367,2140.0%8,9390.3%FinanceTSLATesla$363,534$181,591 ▼-33.3%2,0680.3%Auto/Tires/TrucksWFCWells Fargo & Company$359,352$19,127 ▲5.6%6,2000.3%FinanceCOPConocoPhillips$358,675$28,765 ▼-7.4%2,8180.3%Oils/EnergyNVSNovartis$355,289$5,320 ▲1.5%3,6730.3%MedicalABTAbbott Laboratories$346,208$17,049 ▲5.2%3,0460.3%MedicalDHRDanaher$344,863$11,987 ▲3.6%1,3810.3%Multi-Sector ConglomeratesTMToyota Motor$341,278$20,386 ▲6.4%1,3560.3%Auto/Tires/TrucksLRCXLam Research$339,078$1,943 ▼-0.6%3490.3%Computer and TechnologyELEstée Lauder Companies$330,343$10,482 ▲3.3%2,1430.3%Consumer StaplesNKENIKE$329,306$6,673 ▼-2.0%3,5040.2%Consumer DiscretionaryDIASPDR Dow Jones Industrial Average ETF Trust$329,0460.0%8270.2%FinanceNEENextEra Energy$322,682$32,658 ▲11.3%5,0490.2%UtilitiesSHOPShopify$321,722$1,158 ▲0.4%4,1690.2%Computer and TechnologyTTETotalEnergies$321,574$1,308 ▼-0.4%4,6720.2%Oils/EnergyLINDE PLC SHS$320,381$4,179 ▲1.3%6900.2%StockCIThe Cigna Group$317,065$16,344 ▲5.4%8730.2%MedicalGLTRAberdeen Standard Physical Precious Metals Basket Shares ETF$315,1500.0%3,3000.2%ETFEWJiShares MSCI Japan ETF$311,4430.0%4,3650.2%ETFTGTTarget$309,940$5,671 ▼-1.8%1,7490.2%Retail/WholesaleBXBlackstone$302,414$131 ▼0.0%2,3020.2%FinanceSTLAStellantis$300,037$9,820 ▲3.4%10,6020.2%Auto/Tires/TrucksFTECFidelity MSCI Information Technology Index ETF$300,0300.0%1,9250.2%ETFShowing largest 100 holdings. 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