Seven Mile Advisory Top Holdings and 13F Report (2025) About Seven Mile AdvisoryInvestment ActivitySeven Mile Advisory has $166.35 million in total holdings as of June 30, 2025.Seven Mile Advisory owns shares of 180 different stocks, but just 67 companies or ETFs make up 80% of its holdings.Approximately 2.99% of the portfolio was purchased this quarter.About 4.24% of the portfolio was sold this quarter.This quarter, Seven Mile Advisory has purchased 175 new stocks and bought additional shares in 46 stocks.Seven Mile Advisory sold shares of 89 stocks and completely divested from 8 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $20,060,097NVIDIA $15,683,667Apple $8,531,916Microsoft $8,256,509Vanguard S&P 500 ETF $6,912,474 Largest New Holdings this Quarter 15101Q207 - CELESTICA INC COM $344,223 Holding595112103 - Micron Technology $256,360 Holding36828A101 - GE VERNOVA INC COM $248,171 Holding717081103 - Pfizer $228,195 Holding032095101 - Amphenol $223,274 Holding Largest Purchases this Quarter Microsoft 928 shares (about $461.60K)Dimensional Emerging Core Equity Market ETF 12,998 shares (about $376.29K)CELESTICA INC COM 2,205 shares (about $344.22K)Micron Technology 2,080 shares (about $256.36K)GE VERNOVA INC COM 469 shares (about $248.17K) Largest Sales this Quarter Vanguard Short-Term Treasury ETF 9,839 shares (about $578.34K)Vanguard Intermediate-Term Corporate Bond ETF 6,431 shares (about $533.27K)Apple 2,100 shares (about $430.85K)Vanguard Total Bond Market ETF 4,084 shares (about $300.70K)Johnson & Johnson 1,265 shares (about $193.23K) 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$20,060,097$3,089 ▼0.0%32,46812.1%FinanceNVDANVIDIA$15,683,667$124,338 ▲0.8%99,2709.4%Computer and TechnologyAAPLApple$8,531,916$430,853 ▼-4.8%41,5855.1%Computer and TechnologyMSFTMicrosoft$8,256,509$461,597 ▲5.9%16,5995.0%Computer and TechnologyVOOVanguard S&P 500 ETF$6,912,474$105,655 ▼-1.5%12,1694.2%ETFAMZNAmazon.com$6,705,655$56,164 ▼-0.8%30,5654.0%Retail/WholesaleDFAEDimensional Emerging Core Equity Market ETF$4,923,034$376,292 ▲8.3%170,0533.0%ETFMETAMeta Platforms$3,912,377$92,256 ▼-2.3%5,3012.4%Computer and TechnologyGOOGAlphabet$2,727,016$118,851 ▼-4.2%15,3731.6%Computer and TechnologyGOOGLAlphabet$2,689,094$61,681 ▼-2.2%15,2591.6%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$2,499,502$39,061 ▼-1.5%5,8871.5%ETFJPMJPMorgan Chase & Co.$2,423,678$22,323 ▼-0.9%8,3601.5%FinanceAVGOBroadcom$2,294,235$176,416 ▲8.3%8,3231.4%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$1,720,617$533,267 ▼-23.7%20,7501.0%ETFVGSHVanguard Short-Term Treasury ETF$1,718,810$578,345 ▼-25.2%29,2411.0%ETFVVisa$1,702,465$25,564 ▼-1.5%4,7951.0%Business ServicesIWDiShares Russell 1000 Value ETF$1,534,029$15,150 ▼-1.0%7,8980.9%ETFVEAVanguard FTSE Developed Markets ETF$1,510,974$51,536 ▼-3.3%26,5040.9%ETFMAMastercard$1,473,969$29,221 ▼-1.9%2,6230.9%Business ServicesSPYVSPDR Portfolio S&P 500 Value ETF$1,465,8340.0%28,0060.9%ETFNFLXNetflix$1,422,156$17,409 ▼-1.2%1,0620.9%Consumer DiscretionaryTSLATesla$1,409,140$164,230 ▲13.2%4,4360.8%Auto/Tires/TrucksIYYiShares Dow Jones U.S. ETF$1,404,0330.0%9,3060.8%ETFWMTWalmart$1,319,834$4,302 ▼-0.3%13,4980.8%Retail/WholesaleORCLOracle$1,310,250$25,142 ▼-1.9%5,9930.8%Computer and TechnologyCOSTCostco Wholesale$1,224,804$13,862 ▼-1.1%1,2370.7%Retail/WholesaleBRK.BBerkshire Hathaway$1,217,340$71,894 ▼-5.6%2,5060.7%FinanceSPOTSpotify Technology$1,141,802$23,020 ▲2.1%1,4880.7%Computer and TechnologyLLYEli Lilly and Company$1,093,681$116,150 ▼-9.6%1,4030.7%MedicalBNDVanguard Total Bond Market ETF$849,026$300,704 ▼-26.2%11,5310.5%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$825,7120.0%21,6950.5%ETFVWOVanguard FTSE Emerging Markets ETF$739,881$594 ▲0.1%14,9590.4%ETFINTUIntuit$734,859$11,027 ▲1.5%9330.4%Computer and TechnologyJNJJohnson & Johnson$730,451$193,229 ▼-20.9%4,7820.4%MedicalAXPAmerican Express$729,188$17,863 ▲2.5%2,2860.4%FinanceBRK.ABerkshire Hathaway$728,8000.0%10.4%FinanceIWMiShares Russell 2000 ETF$712,1070.0%3,3000.4%FinanceIVWiShares S&P 500 Growth ETF$711,6860.0%6,4640.4%ETFMCDMcDonald's$694,196$21,913 ▼-3.1%2,3760.4%Retail/WholesaleBACBank of America$660,540$41,452 ▼-5.9%13,9590.4%FinanceASMLASML$649,927$6,411 ▼-1.0%8110.4%Computer and TechnologySAPSAP$646,821$23,720 ▼-3.5%2,1270.4%Computer and TechnologyIVViShares Core S&P 500 ETF$646,3570.0%1,0410.4%ETFAMATApplied Materials$635,985$70,482 ▲12.5%3,4740.4%Computer and TechnologyHDHome Depot$616,688$3,300 ▼-0.5%1,6820.4%Retail/WholesaleIVEiShares S&P 500 Value ETF$615,7680.0%3,1510.4%ETFABBVAbbVie$609,205$49,375 ▲8.8%3,2820.4%MedicalPMPhilip Morris International$602,850$36,972 ▲6.5%3,3100.4%Consumer StaplesPGProcter & Gamble$594,742$74,402 ▼-11.1%3,7330.4%Consumer StaplesCMCSAComcast$582,960$31,835 ▼-5.2%16,3340.4%Consumer DiscretionaryWFCWells Fargo & Company$581,912$19,549 ▲3.5%7,2630.3%FinanceSHOPShopify$573,405$231 ▼0.0%4,9710.3%Computer and TechnologyCRMSalesforce$557,378$11,180 ▼-2.0%2,0440.3%Computer and TechnologyTOSTToast$545,121$54,654 ▲11.1%12,3080.3%Computer and TechnologyXOMExxon Mobil$540,833$5,390 ▲1.0%5,0170.3%EnergyABTAbbott Laboratories$539,552$8,977 ▲1.7%3,9670.3%MedicalDIASPDR Dow Jones Industrial Average ETF Trust$534,541$441 ▼-0.1%1,2130.3%FinanceNVSNovartis$527,241$13,916 ▲2.7%4,3570.3%MedicalIBMInternational Business Machines$526,081$30,651 ▲6.2%1,7850.3%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$521,833$11,777 ▲2.3%2,3040.3%Computer and TechnologyGSThe Goldman Sachs Group$520,904$2,831 ▼-0.5%7360.3%FinanceIJHiShares Core S&P Mid-Cap ETF$513,402$3,039 ▼-0.6%8,2780.3%ETFXLKTechnology Select Sector SPDR Fund$506,4600.0%2,0000.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$489,9650.0%8,1620.3%ETFEFAiShares MSCI EAFE ETF$482,255$179 ▲0.0%5,3950.3%FinanceCSCOCisco Systems$476,086$27,960 ▼-5.5%6,8620.3%Computer and TechnologyNOWServiceNow$462,636$88,415 ▲23.6%4500.3%Computer and TechnologyNVONovo Nordisk A/S$456,843$37,616 ▲9.0%6,6190.3%MedicalGLTRabrdn Physical Precious Metals Basket Shares ETF$455,8950.0%3,3000.3%ETFBXBlackstone$454,274$26,775 ▼-5.6%3,0370.3%FinanceWSMWilliams-Sonoma$450,248$5,881 ▲1.3%2,7560.3%Retail/WholesaleNEENextEra Energy$440,817$1,597 ▲0.4%6,3500.3%UtilitiesDFEMDimensional Emerging Markets Core Equity 2 ETF$439,8580.0%14,8200.3%ETFEEMiShares MSCI Emerging Markets ETF$431,2170.0%8,9390.3%FinanceQCOMQUALCOMM$426,817$61,474 ▼-12.6%2,6800.3%Computer and TechnologyMSMorgan Stanley$422,580$7,747 ▲1.9%3,0000.3%FinanceVBVanguard Small-Cap ETF$418,9810.0%1,7680.3%ETFMOAltria Group$405,309$22,631 ▲5.9%6,9130.2%Consumer StaplesACNAccenture$404,398$106,704 ▼-20.9%1,3530.2%Computer and TechnologyVZVerizon Communications$404,142$24,750 ▲6.5%9,3400.2%Computer and TechnologyTXNTexas Instruments$402,575$79,518 ▼-16.5%1,9390.2%Computer and TechnologyPALANTIR TECHNOLOGIES INC CL A$398,327$545 ▲0.1%2,9220.2%StockSHELShell$392,325$12,392 ▲3.3%5,5720.2%EnergyISRGIntuitive Surgical$390,712$13,042 ▲3.5%7190.2%MedicalGEGE Aerospace$389,946$11,583 ▼-2.9%1,5150.2%AerospaceICEIntercontinental Exchange$389,507$10,274 ▼-2.6%2,1230.2%FinanceMDYSPDR S&P MidCap 400 ETF Trust$389,1720.0%6870.2%ETFFTECFidelity MSCI Information Technology Index ETF$379,754$197 ▲0.1%1,9260.2%ETFTAT&T$379,346$15,714 ▼-4.0%13,1080.2%Computer and TechnologyGUNRFlexShares Morningstar Global Upstream Natural Resources Index Fund$378,5580.0%9,4380.2%ETFCOFCapital One Financial$377,436$35,744 ▲10.5%1,7740.2%FinancePANWPalo Alto Networks$376,538$20,669 ▼-5.2%1,8400.2%Computer and TechnologyDISWalt Disney$375,890$17,610 ▼-4.5%3,0310.2%Consumer DiscretionaryPEPPepsiCo$372,221$35,519 ▲10.5%2,8190.2%Consumer StaplesUNHUnitedHealth Group$364,693$163,472 ▼-31.0%1,1690.2%MedicalLINDE PLC SHS$363,145$19,706 ▼-5.1%7740.2%StockBKNGBooking$358,933$11,578 ▼-3.1%620.2%Retail/WholesaleSCHASchwab US Small-Cap ETF$354,2000.0%14,0000.2%ETFKOCocaCola$350,071$5,519 ▼-1.6%4,9480.2%Consumer StaplesCELESTICA INC COM$344,223$344,223 ▲New Holding2,2050.2%StockShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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