SM

SEVEN MILE ADVISORY

13F
SEVEN MILE ADVISORY
Last update 2024-08-08 154 Stocks (10 new)
Value $136.00 Mil Turnover 3 %
Countries:
Top Holdings: SPY(12.53%)NVDA(10.42%)AAPL(4.64%)MSFT(4.47%)VOO(4.27%)
Portfolio Report
Summary Stock Picks Current Portfolio
SEVEN MILE ADVISORY Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY 		S&P 500 ETF TRUST ETF
31,322
17045.780
-0.32%
12.530
-0.04%
-
+11.47%
+21.33%
596470.496
 
NVDA 		NVIDIA Corp
114,674
14166.830
+0.68%
10.420
+0.07%
0.000
+39.30%
+182.58%
3431992.300
Semiconductors
AAPL 		Apple Inc
29,968
6311.820
-13.14%
4.640
-0.59%
0.000
+6.90%
+16.50%
3377630.649
Hardware
MSFT 		Microsoft Corp
13,594
6075.840
-4.82%
4.470
-0.22%
0.000
+4.32%
+10.02%
3059156.044
Software
VOO 		Vanguard S&P 500 ETF
11,614
5808.390
+1.02%
4.270
+0.04%
-
+11.55%
+21.36%
493529.541
 
AMZN 		Amazon.com Inc
23,883
4615.390
-13.77%
3.390
-0.52%
0.000
+23.90%
+31.30%
2097744.696
Retail - Cyclical
DFAE 		Dimensional Emerging Core Equity Market ETF
147,276
3810.010
+1.99%
2.800
+0.05%
-
+10.26%
+11.86%
4911.245
 
VGSH 		Vanguard Short-Term Government Bond ETF
51,076
2961.860
-1.29%
2.180
-0.03%
-
-0.72%
-0.14%
19917.096
 
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF
36,201
2893.520
-1.30%
2.130
-0.03%
-
-0.94%
+0.11%
48973.152
 
SNAP 		Snap Inc
171,837
2854.210
+11.83%
2.100
+0.22%
0.010
+39.95%
-28.00%
20445.145
Interactive Media

SEVEN MILE ADVISORY's Historical Top Holdings Breakdowns

SEVEN MILE ADVISORY's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPOT 		Spotify Technology SA2024-06-30Reduce
-0.69%
●
266.43 ($301.09) 326.68
$382.63
27.08%
Reduce -78.39%
947
-3,435
AAPL 		Apple Inc2024-06-30Reduce
-0.59%
●
165 ($186.49) 216.67
$223.45
19.82%
Reduce -13.14%
29,968
-4,535
AMZN 		Amazon.com Inc2024-06-30Reduce
-0.52%
●
173.67 ($183.7) 197.85
$199.50
8.60%
Reduce -13.77%
23,883
-3,814
JPM 		JPMorgan Chase & Co2024-06-30Reduce
-0.32%
●
180.08 ($195.5) 204.79
$221.49
13.29%
Reduce -22.9%
6,989
-2,076
NFLX 		Netflix Inc2024-06-30Reduce
-0.31%
●
550.64 ($624.55) 686.12
$763.91
22.31%
Reduce -33.73%
1,334
-679
IBM 		International Business Machines Corp2024-06-30Sold Out
-0.28%
●
164.43 ($173.76) 190.9
$207.57
19.46%
Sold Out
0
-1,938
COP 		ConocoPhillips2024-06-30Sold Out
-0.27%
●
109.39 ($121.45) 133.52
$109.21
-10.08%
Sold Out
0
-2,818
DIA 		SPDR Dow Jones Industrial Average ETF2024-06-30Sold Out
-0.25%
●
377.31 ($388.19) 399.95
$422.30
8.79%
Sold Out
0
-827
BX 		Blackstone Inc2024-06-30Sold Out
-0.23%
●
116.13 ($123.05) 132
$169.62
37.85%
Sold Out
0
-2,302
MSFT 		Microsoft Corp2024-06-30Reduce
-0.22%
●
389.33 ($422.32) 452.85
$411.46
-2.57%
Reduce -4.82%
13,594
-688

SEVEN MILE ADVISORY Total Holding History ($B)

To

SEVEN MILE ADVISORY's Asset Allocation

To

SEVEN MILE ADVISORY Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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SEVEN MILE ADVISORY's Hypothetical Growth since 2024-06-30

SEVEN MILE ADVISORY's Yearly Returns

Year Portfolio % % Excess Gain %

SEVEN MILE ADVISORY's Holdings Heat Map

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SEVEN MILE ADVISORY's Holdings Bubble Chart

SEVEN MILE ADVISORY News

  • 1

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