CIK 1673954
SevenBridge Financial Group, LLC
Institutional 13F holdings & portfolio
Holdings
208
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 208
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DRSK | ETF SER SOLUTIONS | 1.1M | $1M+ | SH |
| AAPL | APPLE INC | 113K | $1M+ | SH |
| GOOGL | ALPHABET INC | 81K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 48K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 93K | $1M+ | SH |
| AMZN | AMAZON COM INC | 68K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 42K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 35K | $1M+ | SH |
| META | META PLATFORMS INC | 16K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 50K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 44K | $1M+ | SH |
| WMT | WALMART INC | 80K | $1M+ | SH |
| LLY | ELI LILLY & CO | 9K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 10K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 61K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 26K | $1M+ | SH |
| CAT | CATERPILLAR INC | 13K | $1M+ | SH |
| JUCY | ETF SER SOLUTIONS | 356K | $1M+ | SH |
| MS | MORGAN STANLEY | 43K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 263K | $1M+ | SH |
| TAFI | AB ACTIVE ETFS INC | 291K | $1M+ | SH |
| ORCL | ORACLE CORP | 40K | $1M+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 32K | $1M+ | SH |
| SHY | ISHARES TR | 82K | $1M+ | SH |
| CMI | CUMMINS INC | 12K | $1M+ | SH |
| BKAG | BNY MELLON ETF TRUST | 152K | $1M+ | SH |
| GOOG | ALPHABET INC | 19K | $1M+ | SH |
| PWR | QUANTA SVCS INC | 12K | $1M+ | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 75K | $1M+ | SH |
| SRE | SEMPRA | 66K | $1M+ | SH |
| PSX | PHILLIPS 66 | 38K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 45K | $1M+ | SH |
| V | VISA INC | 16K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 34K | $1M+ | SH |
| LOW | LOWES COS INC | 18K | $1M+ | SH |
| UNP | UNION PAC CORP | 21K | $1M+ | SH |
| AVGO | BROADCOM INC | 15K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 22K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 9K | $1M+ | SH |
| CSCO | CISCO SYS INC | 62K | $1M+ | SH |
| FANG | DIAMONDBACK ENERGY INC | 30K | $1M+ | SH |
| FCX | FREEPORT-MCMORAN INC | 75K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 53K | $1M+ | SH |
| DE | DEERE & CO | 9K | $1M+ | SH |
| BLK | BLACKROCK INC | 4K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 9K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 4K | $1M+ | SH |
| PR | PERMIAN RESOURCES CORP | 285K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 18K | $1M+ | SH |
| DGRO | ISHARES TR | 55K | $1M+ | SH |