Seven-Mile-Advisory

AI_NATIVE detailed information: This accession holds the following tickers:[
  "FNDF",
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "GOOGL",
  null,
  "AXP",
  null,
  "AIG",
  "ASML",
  "T",
  "BLK",
  "GLTR",
  "AVGO",
  "LOW",
  "ARCC",
  "SAN",
  "BSX",
  null,
  "COF",
  "ALLO",
  "GILD",
  "HD",
  "AZN",
  "MCD",
  null,
  "INTU",
  "QCOM",
  "ISRG",
  "HSBC",
  "AMAT",
  "BKNG",
  "ICE",
  "META",
  "IVW",
  "IJH",
  null,
  "LRCX",
  "LIN",
  null,
  "MA",
  "MDT",
  "MSFT",
  "MFG",
  "MUFG",
  "CORZ",
  "MS",
  "TMUS",
  "EQIX",
  "GE",
  "NVS",
  "NU",
  null,
  "BX",
  "IWD",
  "ORCL",
  "EEM",
  "IWF",
  "PANW",
  "PEP",
  "VGSH",
  "PGR",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "HLN",
  "NVDA",
  "GS",
  "PLTR",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "PARA",
  "ROK",
  "SPGI",
  "NOW",
  "SHOP",
  "SHEL",
  "SAP",
  "IBM",
  "SYK",
  "SMFG",
  "CI",
  "TXN",
  "TM",
  "TMO",
  "TJX",
  "UBS",
  "UBER",
  null,
  null,
  "VWO",
  null,
  "VCIT",
  "LYG",
  "TTE",
  "TOST",
  "IEF",
  "TSM",
  "GSK",
  "VRTX",
  "ADSK",
  "GM",
  "AMD",
  "SONY",
  "FI",
  "NVO",
  "AMZN",
  "IVE",
  null,
  null,
  null,
  "BBCA",
  "VUG",
  "VEA",
  "BND",
  "VBR",
  "VB",
  "VOO",
  "VTV",
  "V",
  "VICI",
  "WMT",
  "WFC",
  "WSM",
  "SCHA",
  "MFC",
  "ICL",
  "CRM",
  "DIA",
  "SPOT",
  null,
  "MELI",
  "SPYV",
  "BAC",
  "BBVA",
  "BRK-A",
  "BRK-B",
  "CDNS",
  "CVX",
  "CSCO",
  "C",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  null,
  "COST",
  "DHR",
  null,
  "EWJ",
  "EFA",
  "VOD",
  "WULF",
  "NEE",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "XLK",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 175
Total Value: 149834036
Accession Number: 0001982776-25-000005
Form Type: 13F-HR
CIK: seven-mile-advisory
Manager Name: Seven-Mile-Advisory

Data Enrichment

91% identified

159 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

175 positions • $149.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Broadcom Inc.

AVGO|11135F101

Shares:7.7K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$149.8M)

ELI LILLY & Co

LLY|532457108

Shares:1.6K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$149.8M)

464287846

Shares:9.3K

Value:$1.3M

% of Portfolio:0.8% ($1.3M/$149.8M)

Walmart Inc.

WMT|931142103

Shares:13.5K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$149.8M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:1.3K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$149.8M)

921937835

BND|921937835

Shares:15.6K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$149.8M)

Tesla, Inc.

TSLA|88160R101

Shares:3.9K

Value:$1.0M

% of Portfolio:0.7% ($1.0M/$149.8M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:6.0K

Value:$1.0M

% of Portfolio:0.7% ($1.0M/$149.8M)

NETFLIX INC

NFLX|64110L106

Shares:1.1K

Value:$1.0M

% of Portfolio:0.7% ($1.0M/$149.8M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.7K

Value:$886.7K

% of Portfolio:0.6% ($886.7K/$149.8M)

ORACLE CORP

ORCL|68389X105

Shares:6.1K

Value:$854.0K

% of Portfolio:0.6% ($854.0K/$149.8M)

Spotify Technology S.A.

SPOT|L8681T102

Shares:1.5K

Value:$801.9K

% of Portfolio:0.5% ($801.9K/$149.8M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:1

Value:$798.4K

% of Portfolio:0.5% ($798.4K/$149.8M)

MCDONALDS CORP

MCD|580135101

Shares:2.5K

Value:$765.6K

% of Portfolio:0.5% ($765.6K/$149.8M)

25434V500

Shares:12.5K

Value:$748.9K

% of Portfolio:0.5% ($748.9K/$149.8M)

25434V682

Shares:21.7K

Value:$730.7K

% of Portfolio:0.5% ($730.7K/$149.8M)

PROCTER & GAMBLE Co

PG|742718109

Shares:4.2K

Value:$715.8K

% of Portfolio:0.5% ($715.8K/$149.8M)

922042858

VWO|922042858

Shares:14.9K

Value:$676.5K

% of Portfolio:0.5% ($676.5K/$149.8M)

464287655

IWM|464287655

Shares:3.3K

Value:$658.3K

% of Portfolio:0.4% ($658.3K/$149.8M)

COMCAST CORP

CMCSA|20030N101

Shares:17.2K

Value:$635.6K

% of Portfolio:0.4% ($635.6K/$149.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Broadcom Inc.(AVGOcusip11135F101)	7.7K	QoQ -0.81% (-63) YoY +1217.83% (+7.1K)	All Managers (Combined)	$1.3M	0.9% ($1.3M/$149.8M)	QoQ -28.36% (-$509.5K) YoY +66.47% (+$513.7K)
ELI LILLY & Co(LLYcusip532457108)	1.6K	QoQ +14.96% (+202) YoY +42.12% (+460)	All Managers (Combined)	$1.3M	0.9% ($1.3M/$149.8M)	QoQ +23.00% (+$239.7K) YoY +50.84% (+$432.1K)
(cusip464287846)✕	9.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.3M	0.8% ($1.3M/$149.8M)	QoQ -4.88% (-$65.0K) YoY +6.25% (+$74.5K)
Walmart Inc.(WMTcusip931142103)	13.5K	QoQ +5.12% (+660) YoY +13.88% (+1.7K)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$149.8M)	QoQ +2.14% (+$25.0K) YoY +66.16% (+$473.4K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	1.3K	QoQ +2.96% (+36) YoY +10.51% (+119)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$149.8M)	QoQ +6.27% (+$69.9K) YoY +42.66% (+$353.9K)
(BNDcusip921937835)	15.6K	QoQ -11.18% (-2.0K) YoY -22.22% (-4.5K)	All Managers (Combined)	$1.1M	0.8% ($1.1M/$149.8M)	QoQ -9.27% (-$117.3K) YoY -21.34% (-$311.2K)
Tesla, Inc.(TSLAcusip88160R101)	3.9K	QoQ -5.26% (-218) YoY +89.50% (+1.9K)	All Managers (Combined)	$1.0M	0.7% ($1.0M/$149.8M)	QoQ -39.20% (-$655.0K) YoY +179.38% (+$652.1K)
JOHNSON & JOHNSON(JNJcusip478160104)	6.0K	QoQ +38.78% (+1.7K) YoY +27.11% (+1.3K)	All Managers (Combined)	$1.0M	0.7% ($1.0M/$149.8M)	QoQ +59.15% (+$372.7K) YoY +33.26% (+$250.3K)
NETFLIX INC(NFLXcusip64110L106)	1.1K	QoQ +0.27% (+3) YoY -46.59% (-938)	All Managers (Combined)	$1.0M	0.7% ($1.0M/$149.8M)	QoQ +4.89% (+$46.8K) YoY -18.00% (-$220.1K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.7K	QoQ +6.94% (+110) YoY +3.48% (+57)	All Managers (Combined)	$886.7K	0.6% ($886.7K/$149.8M)	QoQ +10.73% (+$85.9K) YoY +9.55% (+$77.3K)
ORACLE CORP(ORCLcusip68389X105)	6.1K	QoQ +5.72% (-331) YoY +16.65% (+872)	All Managers (Combined)	$854.0K	0.6% ($854.0K/$149.8M)	QoQ -11.29% (-$108.7K) YoY +29.84% (+$196.3K)
Spotify Technology S.A.(SPOTcusipL8681T102)	1.5K	QoQ +3.33% (+47) YoY -66.72% (-2.9K)	All Managers (Combined)	$801.9K	0.5% ($801.9K/$149.8M)	QoQ +27.04% (+$170.7K) YoY -30.65% (-$354.5K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	1	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$798.4K	0.5% ($798.4K/$149.8M)	QoQ +17.25% (+$117.5K) YoY +25.84% (+$164.0K)
MCDONALDS CORP(MCDcusip580135101)	2.5K	QoQ +6.75% (+155) YoY +20.85% (+423)	All Managers (Combined)	$765.6K	0.5% ($765.6K/$149.8M)	QoQ +15.02% (+$100.0K) YoY +33.89% (+$193.8K)
(cusip25434V500)✕	12.5K	QoQ +31.11% (+3.0K) YoY +32.17% (+3.1K)	All Managers (Combined)	$748.9K	0.5% ($748.9K/$149.8M)	QoQ +20.37% (+$126.8K) YoY +26.68% (+$157.7K)
(cusip25434V682)✕	21.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$730.7K	0.5% ($730.7K/$149.8M)	QoQ +1.65% (+$11.9K) YoY +4.59% (+$32.1K)
PROCTER & GAMBLE Co(PGcusip742718109)	4.2K	QoQ +7.47% (+292) YoY +22.84% (+781)	All Managers (Combined)	$715.8K	0.5% ($715.8K/$149.8M)	QoQ +9.24% (+$60.6K) YoY +29.02% (+$161.0K)
(VWOcusip922042858)	14.9K	QoQ +0.02% (+4) YoY +1.88% (+277)	All Managers (Combined)	$676.5K	0.5% ($676.5K/$149.8M)	QoQ +2.80% (+$18.4K) YoY +10.40% (+$63.7K)
(IWMcusip464287655)	3.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$658.3K	0.4% ($658.3K/$149.8M)	QoQ -9.71% (-$70.9K) YoY -5.14% (-$35.7K)
COMCAST CORP(CMCSAcusip20030N101)	17.2K	QoQ +0.11% (-20) YoY +1.06% (-181)	All Managers (Combined)	$635.6K	0.4% ($635.6K/$149.8M)	QoQ -1.56% (-$10.1K) YoY -13.97% (-$103.3K)