• 13F History

SevenBridge Financial Group, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 12, 2025
Value $
$525M
Signature - Title
Porscha Savage - Chief Compliance Officer
Location
Harrisburg, PA
Summary
This page shows a list of all the recent 13F filings made by SevenBridge Financial Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SevenBridge Financial Group, LLC reported 222 stock holdings with total value $525M as of Q4 2024. Top holdings included AAPL, MSFT, GOOGL, AMZN, and JPM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 222 $525M +$27.7M -$16.9M +$10.9M AAPL, MSFT, GOOGL, AMZN, JPM 13F-HR 2/12/2025, 04:19 PM
Q3 2024 223 $494M +$22.3M -$1.35M +$21M AAPL, MSFT, GOOGL, AMZN, SHY 13F-HR 11/12/2024, 05:14 PM
Q2 2024 207 $444M +$22.8M -$9.04M +$13.7M AAPL, MSFT, GOOGL, SCHD, AMZN 13F-HR 8/9/2024, 03:36 PM
Q1 2024 197 $439M +$18.7M -$20.3M -$1.55M AAPL, MSFT, GOOGL, AMZN, SCHD 13F-HR 5/10/2024, 10:47 AM
Q4 2023 191 $423M +$11.3M -$7.76M +$3.59M AAPL, MSFT, GOOGL, AMZN, SCHD 13F-HR 1/22/2024, 09:20 AM
Q3 2023 184 $387M +$20.6M -$4.03M +$16.6M AAPL, MSFT, GOOGL, SHY, AMZN 13F-HR 10/25/2023, 10:12 AM
Q2 2023 175 $387M +$12.3M -$4.07M +$8.2M AAPL, MSFT, GOOGL, SHY, SCHD 13F-HR 7/26/2023, 11:13 AM
Q1 2023 175 $363M +$18.2M -$5.27M +$13M AAPL, MSFT, GOOGL, SHY, LQD 13F-HR 4/20/2023, 03:10 PM
Q4 2022 175 $342M +$32.1M -$3.92M +$28.2M AAPL, MSFT, SHY, GOOGL, SCHD 13F-HR 1/26/2023, 09:45 AM
Q3 2022 166 $295M +$81.2M -$968K +$80.2M AAPL, MSFT, SHY, GOOGL, JNJ 13F-HR 10/17/2022, 11:10 AM
Q2 2022 141 $245M +$17.2M -$4.17M +$13M AAPL, MSFT, GOOGL, JNJ, HSY 13F-HR 7/11/2022, 05:52 PM
Q1 2022 156 $285M +$5.49M -$29.7M -$24.2M AAPL, MSFT, GOOGL, AMZN, JNJ 13F-HR 4/14/2022, 06:18 PM
Q4 2021 168 $330M +$8.6M -$4.62M +$3.97M AAPL, MSFT, GOOGL, AMZN, SCHD Restatement 1/20/2022, 11:57 AM
Q3 2021 166 $300M +$7.63M -$7.7M -$70.4K AAPL, MSFT, GOOGL, AMZN, SCHD 13F-HR 10/14/2021, 08:56 AM
Q2 2021 163 $307M +$17.2M -$3.36M +$13.8M AAPL, MSFT, GOOGL, AMZN, SCHD 13F-HR 7/26/2021, 04:34 PM
Q1 2021 155 $275M +$7.73M -$2.87M +$4.86M AAPL, MSFT, GOOGL, AMZN, SCHD 13F-HR 4/19/2021, 05:49 PM
Q4 2020 149 $256M +$20.4M -$1.53M +$18.9M AAPL, MSFT, AMZN, GOOGL, JNJ 13F-HR 1/19/2021, 06:01 AM
Q3 2020 134 $220M +$27M -$7.05M +$19.9M AAPL, MSFT, AMZN, GOOGL, JNJ 13F-HR 10/22/2020, 08:16 AM
Q2 2020 133 $200M +$8.4M -$2.94M +$5.46M AAPL, MSFT, AMZN, GOOGL, JNJ 13F-HR 7/24/2020, 07:45 AM
Q1 2020 126 $173M +$10.5M -$1.74M +$8.77M AAPL, MSFT, GOOGL, AMZN, JNJ 13F-HR 4/16/2020, 12:25 PM
Q4 2019 148 $383M +$181M -$2M +$179M AAPL, MSFT, JPM, GOOGL, JNJ 13F-HR 1/17/2020, 02:03 PM
Q3 2019 142 $190M +$10.1M -$4.05M +$6.01M AAPL, MSFT, GOOGL, JPM, HSY 13F-HR 10/9/2019, 09:14 AM
Q2 2019 605 $272M +$14.2M -$2.55M +$11.6M MSFT, AAPL, CSCO, JNJ, GOOGL 13F-HR 7/12/2019, 06:02 PM
Q1 2019 567 $264M +$29M -$1.49M +$27.5M AAPL, MSFT, CSCO, GOOGL, JNJ 13F-HR 5/13/2019, 09:42 PM
Q4 2018 542 $158M +$12.7M -$11.5M +$1.22M AAPL, MSFT, JNJ, GOOGL, CSCO 13F-HR 2/13/2019, 08:40 PM
Q3 2018 553 $183M +$4.8M -$6.54M -$1.73M AAPL, MSFT, GOOGL, JNJ, CSCO 13F-HR 11/13/2018, 06:50 PM
Q2 2018 570 $178M +$7.79M -$3.72M +$4.07M AAPL, MSFT, GOOGL, JNJ, CSCO 13F-HR 8/14/2018, 04:41 PM
Q1 2018 578 $168M +$5.04M -$5.55M -$512K AAPL, MSFT, JNJ, GOOGL, CSCO 13F-HR 5/11/2018, 03:13 PM
Q4 2017 588 $175M +$8.12M -$8.51M -$394K AAPL, MSFT, JNJ, GOOGL, PEP 13F-HR 2/16/2018, 04:40 PM
Q3 2017 595 $175M +$9.24M -$2.36M +$6.87M AAPL, MSFT, JNJ, GOOGL, PPL 13F-HR 11/13/2017, 04:15 PM
Q2 2017 617 $164M +$12.5M -$5.5M +$7.02M AAPL, MSFT, JNJ, GOOGL, PEP 13F-HR 8/14/2017, 09:33 AM
Q1 2017 604 $152M +$27.8M -$23.1M +$4.73M AAPL, MSFT, JNJ, GOOGL, PEP 13F-HR 5/15/2017, 08:55 AM
Q4 2016 547 $128M +$590K -$6.67K +$583K AAPL, MSFT, JNJ, GOOGL, PEP 13F-HR 2/3/2017, 10:38 AM
Q3 2016 595 $137M +$26.2M -$28.7M -$2.53M AAPL, MSFT, JNJ, GOOGL, PEP Restatement 12/20/2016, 03:25 PM
Q2 2016 716 $143M AAPL, MSFT, JNJ, XOM, PG 13F-HR 8/15/2016, 05:23 PM
Q1 2016 29 $1.09B PFE, MAS, FITBI 13F-HR 6/27/2016, 10:19 AM