SEVEN MILE ADVISORY
CIK 1987932 · Holdings on Dec 31, 2024 · First reported Feb 12, 2025
Top ten holdings
Q4 2024- SPY12.13%
- NVDA9.94%
- AAPL6.80%
- AMZN4.52%
- MSFT4.37%
- VOO4.15%
- DFAE2.44%
- META1.93%
- GOOG1.91%
- GOOGL1.89%
Share classes counted separately50.08%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AAPLWeight increased · +1.27 pp5.53% → 6.80%Shares +6.68K (+18.62%)
- AMZNWeight increased · +1.18 pp3.34% → 4.52%Shares +5.26K (+19.44%)
- NVDAWeight increased · +0.76 pp9.18% → 9.94%Shares +1.73K (+1.52%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYSS SPDR S&P 500 ETF TRUST-USETF View history and evidence | $19.01M | 12.13% | 32.44K shares | 12.44% → 12.13%-0.31 pp -338 (-1.03%) | Reduced | ↗▾ |
| 02 | NVDANVIDIA CORPStock View history and evidence | $15.58M | 9.94% | 116.02K shares | 9.18% → 9.94%+0.76 pp +1.73K (+1.52%) | Added | ↗▾ |
| 03 | AAPLAPPLE INCStock View history and evidence | $10.66M | 6.80% | 42.58K shares | 5.53% → 6.80%+1.27 pp +6.68K (+18.62%) | Added | ↗▾ |
| 04 | AMZNAMAZON.COM INCStock View history and evidence | $7.09M | 4.52% | 32.33K shares | 3.34% → 4.52%+1.18 pp +5.26K (+19.44%) | Added | ↗▾ |
| 05 | MSFTMICROSOFT CORPStock View history and evidence | $6.85M | 4.37% | 16.26K shares | 4.22% → 4.37%+0.15 pp +1.44K (+9.68%) | Added | ↗▾ |
| 06 | VOOVANGUARD S&P 500 ETFETF View history and evidence | $6.51M | 4.15% | 12.07K shares | 3.95% → 4.15%+0.20 pp +762 (+6.74%) | Added | ↗▾ |
| 07 | DFAEDIMENSIONAL EMERGING CORE EQETF View history and evidence | $3.82M | 2.44% | 150.53K shares | 2.98% → 2.44%-0.54 pp -14.09K (-8.56%) | Reduced | ↗▾ |
| 08 | METAMETA PLATFORMS INC-CLASS AStock View history and evidence | $3.02M | 1.93% | 5.16K shares | 1.75% → 1.93%+0.18 pp +550 (+11.93%) | Added | ↗▾ |
| 09 | GOOGALPHABET INC-CL CStock View history and evidence | $3.00M | 1.91% | 15.73K shares | 1.51% → 1.91%+0.40 pp +2.05K (+14.98%) | Added | ↗▾ |
| 10 | GOOGLALPHABET INC-CL AStock View history and evidence | $2.96M | 1.89% | 15.62K shares | 1.36% → 1.89%+0.53 pp +3.26K (+26.34%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 18
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SNAP SNAP INC - A | Non-derivative | -206,278 | -$2.21M | SEC filing ↗ | SEC filing ↗ |
| ELV ELEVANCE HEALTH INC | Non-derivative | -670 | -$348.40K | SEC filing ↗ | SEC filing ↗ |
| AMGN AMGEN INC | Non-derivative | -949 | -$305.78K | SEC filing ↗ | SEC filing ↗ |
3 / 18 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1987932 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 156789182
}Research all 167 reported holdings.
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