SEVEN MILE ADVISORY holdings history

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134 is the total number of securities SEVEN MILE ADVISORY has owned. The longest SEVEN MILE ADVISORY has owned a single stock is 2 quarters.

SEVEN MILE ADVISORY historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SPY SPDR S&P 500 ETF TRUST2213.85%14.88%15.90%Q2 2023Q3 20232
AAPL APPLE INC COM226.06%6.20%6.33%Q2 2023Q3 20232
NVDA NVIDIA CORPORATION COM224.96%5.10%5.25%Q2 2023Q3 20232
MSFT MICROSOFT CORP COM224.36%4.50%4.64%Q2 2023Q3 20232
VOO VANGUARD S&P 500 ETF223.15%3.86%4.57%Q2 2023Q3 20232
AMZN AMAZON COM INC COM223.42%3.50%3.58%Q2 2023Q3 20232
DFAE DIMENSIONAL EMERGING C...223.24%3.48%3.72%Q2 2023Q3 20232
VGSH VANGUARD SHORT-TERM TR...222.53%2.71%2.90%Q2 2023Q3 20232
VCIT VANGUARD INTERMEDIATE-...222.41%2.56%2.70%Q2 2023Q3 20232
GOOG ALPHABET INC CAP STK CL C221.44%1.60%1.75%Q2 2023Q3 20232
IWD ISHARES RUSSELL 1000 V...221.31%1.39%1.47%Q2 2023Q3 20232
GOOGL ALPHABET INC CAP STK CL A221.17%1.35%1.53%Q2 2023Q3 20232
SPYV SPDR PORTFOLIO S&P 500...221.21%1.31%1.41%Q2 2023Q3 20232
BND VANGUARD TOTAL BOND MA...221.22%1.29%1.36%Q2 2023Q3 20232
FB META PLATFORMS INC CL A221.22%1.23%1.24%Q2 2023Q3 20232
JPM JPMORGAN CHASE & CO COM221.10%1.19%1.28%Q2 2023Q3 20232
XLK TECHNOLOGY SELECT SECT...221.05%1.15%1.24%Q2 2023Q3 20232
IYY ISHARES DOW JONES U.S....221.02%1.10%1.18%Q2 2023Q3 20232
SNAP SNAP INC CL A220.98%1.05%1.12%Q2 2023Q3 20232
NFLX NETFLIX INC COM220.86%0.98%1.09%Q2 2023Q3 20232
VEA VANGUARD FTSE DEVELOPE...220.87%0.92%0.98%Q2 2023Q3 20232
V VISA INC COM CL A220.86%0.92%0.97%Q2 2023Q3 20232
IWF ISHARES RUSSELL 1000 G...220.87%0.90%0.92%Q2 2023Q3 20232
MA MASTERCARD INCORPORATE...220.88%0.88%0.89%Q2 2023Q3 20232
TSLA TESLA INC COM220.80%0.81%0.81%Q2 2023Q3 20232
SPOT SPOTIFY TECHNOLOGY S A...220.74%0.80%0.86%Q2 2023Q3 20232
GUNR FLEXSHARES MORNINGSTAR...220.74%0.77%0.81%Q2 2023Q3 20232
UNH UNITEDHEALTH GROUP INC...220.72%0.75%0.79%Q2 2023Q3 20232
BRKB BERKSHIRE HATHAWAY INC...220.72%0.74%0.77%Q2 2023Q3 20232
CMCSA COMCAST CORP NEW CL A220.70%0.71%0.72%Q2 2023Q3 20232
WMT WALMART INC COM220.66%0.69%0.71%Q2 2023Q3 20232
COST COSTCO WHSL CORP NEW COM220.66%0.68%0.70%Q2 2023Q3 20232
DIMENSIONAL EMERGING M...220.63%0.68%0.72%Q2 2023Q3 20232
IWM ISHARES RUSSELL 2000 ETF220.61%0.67%0.72%Q2 2023Q3 20232
VWO VANGUARD FTSE EMERGING...220.60%0.64%0.68%Q2 2023Q3 20232
MCD MCDONALDS CORP COM220.56%0.63%0.69%Q2 2023Q3 20232
NVO NOVO-NORDISK A S ADR220.56%0.60%0.64%Q2 2023Q3 20232
ORCL ORACLE CORP COM220.53%0.60%0.66%Q2 2023Q3 20232
BRKA BERKSHIRE HATHAWAY INC...220.56%0.58%0.60%Q2 2023Q3 20232
PG PROCTER AND GAMBLE CO COM220.54%0.58%0.62%Q2 2023Q3 20232
JNJ JOHNSON & JOHNSON COM220.56%0.57%0.58%Q2 2023Q3 20232
DFAS DFA U.S. Small Cap ETF220.52%0.56%0.60%Q2 2023Q3 20232
LLY LILLY ELI & CO COM220.53%0.55%0.57%Q2 2023Q3 20232
MRK MERCK & CO INC COM220.48%0.55%0.62%Q2 2023Q3 20232
ACN ACCENTURE PLC IRELAND ...220.51%0.51%0.52%Q2 2023Q3 20232
ADBE ADOBE SYSTEMS INCORPOR...220.48%0.50%0.52%Q2 2023Q3 20232
IJH ISHARES CORE S&P MID-C...220.49%0.50%0.51%Q2 2023Q3 20232
AVGO BROADCOM INC COM220.46%0.49%0.52%Q2 2023Q3 20232
QQQ INVESCO QQQ TRUST SERI...220.46%0.49%0.52%Q2 2023Q3 20232
IEMG ISHARES CORE MSCI EMER...220.45%0.49%0.53%Q2 2023Q3 20232
ASML ASML HOLDING N V N Y R...220.40%0.46%0.51%Q2 2023Q3 20232
INTU INTUIT COM220.43%0.45%0.47%Q2 2023Q3 20232
INTC INTEL CORP COM220.40%0.44%0.47%Q2 2023Q3 20232
CVX CHEVRON CORP NEW COM220.41%0.43%0.45%Q2 2023Q3 20232
SCHA SCHWAB U.S. SMALL-CAP ETF220.39%0.42%0.46%Q2 2023Q3 20232
EFA ISHARES MSCI EAFE ETF220.39%0.42%0.46%Q2 2023Q3 20232
AMAT APPLIED MATLS INC COM220.40%0.42%0.43%Q2 2023Q3 20232
XOM EXXON MOBIL CORP COM220.40%0.40%0.41%Q2 2023Q3 20232
PEP PEPSICO INC COM220.38%0.40%0.42%Q2 2023Q3 20232
TXN TEXAS INSTRS INC COM220.38%0.40%0.41%Q2 2023Q3 20232
HD HOME DEPOT INC COM220.37%0.39%0.40%Q2 2023Q3 20232
NVS NOVARTIS AG SPONSORED ADR220.36%0.39%0.41%Q2 2023Q3 20232
EL LAUDER ESTEE COS INC CL A220.32%0.39%0.45%Q2 2023Q3 20232
EEM ISHARES MSCI EMERGING ...220.36%0.38%0.41%Q2 2023Q3 20232
NKE NIKE INC CL B220.34%0.38%0.42%Q2 2023Q3 20232
PFE PFIZER INC COM220.35%0.37%0.38%Q2 2023Q3 20232
DIMENSIONAL EMERGING M...220.34%0.36%0.38%Q2 2023Q3 20232
DHR DANAHER CORPORATION COM220.35%0.35%0.35%Q2 2023Q3 20232
CSCO CISCO SYS INC COM220.33%0.34%0.35%Q2 2023Q3 20232
C CITIGROUP INC COM NEW220.29%0.34%0.39%Q2 2023Q3 20232
AXP AMERICAN EXPRESS CO COM220.28%0.33%0.38%Q2 2023Q3 20232
SHELL PLC SPON ADS220.32%0.32%0.33%Q2 2023Q3 20232
GLTR ABRDN PHYSICAL PRECIOU...220.29%0.31%0.33%Q2 2023Q3 20232
BAC BANK AMERICA CORP COM220.30%0.30%0.30%Q2 2023Q3 20232
SAP SAP SE SPON ADR220.28%0.30%0.32%Q2 2023Q3 20232
ABBV ABBVIE INC COM220.27%0.30%0.32%Q2 2023Q3 20232
CRM SALESFORCE INC COM220.28%0.29%0.31%Q2 2023Q3 20232
AMD ADVANCED MICRO DEVICES...220.27%0.29%0.32%Q2 2023Q3 20232
TTE TOTALENERGIES SE SPONS...220.28%0.29%0.30%Q2 2023Q3 20232
WFC WELLS FARGO CO NEW COM220.27%0.29%0.31%Q2 2023Q3 20232
FNDF SCHWAB FUNDAMENTAL INT...220.27%0.28%0.30%Q2 2023Q3 20232
IBM INTERNATIONAL BUSINESS...220.27%0.28%0.29%Q2 2023Q3 20232
ABT ABBOTT LABS COM220.25%0.28%0.31%Q2 2023Q3 20232
BHP BHP GROUP LTD SPONSORE...220.22%0.28%0.33%Q2 2023Q3 20232
ARCC ARES CAPITAL CORP COM220.27%0.28%0.28%Q2 2023Q3 20232
AZN ASTRAZENECA PLC SPONSO...220.26%0.27%0.29%Q2 2023Q3 20232
SHOP SHOPIFY INC CL A220.24%0.27%0.31%Q2 2023Q3 20232
FTEC FIDELITY MSCI INFORMAT...220.25%0.27%0.29%Q2 2023Q3 20232
CI THE CIGNA GROUP COM220.26%0.26%0.27%Q2 2023Q3 20232
LINDE PLC SHS220.25%0.26%0.27%Q2 2023Q3 20232
VZ VERIZON COMMUNICATIONS...220.24%0.26%0.28%Q2 2023Q3 20232
NFRA FLEXSHARES STOXX GLOBA...220.23%0.26%0.28%Q2 2023Q3 20232
BMY BRISTOL-MYERS SQUIBB C...220.23%0.25%0.28%Q2 2023Q3 20232
EPD ENTERPRISE PRODS PARTN...220.24%0.24%0.25%Q2 2023Q3 20232
UL UNILEVER PLC SPON ADR NEW220.21%0.24%0.26%Q2 2023Q3 20232
VRTX VERTEX PHARMACEUTICALS...220.22%0.23%0.24%Q2 2023Q3 20232
GS GOLDMAN SACHS GROUP IN...220.21%0.22%0.23%Q2 2023Q3 20232
BBVA BANCO BILBAO VIZCAYA A...220.16%0.16%0.16%Q2 2023Q3 20232
VOD VODAFONE GROUP PLC NEW...220.16%0.16%0.16%Q2 2023Q3 20232
SAN BANCO SANTANDER S.A. ADR220.13%0.13%0.13%Q2 2023Q3 20232
HALEON PLC SPON ADS220.12%0.12%0.12%Q2 2023Q3 20232
MUFG MITSUBISHI UFJ FINL GR...220.11%0.12%0.12%Q2 2023Q3 20232
SMFG SUMITOMO MITSUI FINL G...220.10%0.10%0.10%Q2 2023Q3 20232
MFG MIZUHO FINANCIAL GROUP...220.07%0.07%0.07%Q2 2023Q3 20232
LYG LLOYDS BANKING GROUP P...220.03%0.04%0.05%Q2 2023Q3 20232
ABEV AMBEV SA SPONSORED ADR220.03%0.04%0.04%Q2 2023Q3 20232
IVE iShares S&P 500 Value ETF110.51%0.51%0.51%Q3 2023Q3 20231
IVW iShares S&P 500 Growth...110.51%0.51%0.51%Q3 2023Q3 20231
IVV ISHARES CORE S&P 500 ETF110.47%0.47%0.47%Q3 2023Q3 20231
COP CONOCOPHILLIPS COM110.36%0.36%0.36%Q3 2023Q3 20231
DIA SPDR DOW JONES INDUSTR...110.29%0.29%0.29%Q3 2023Q3 20231
EWJ ISHARES MSCI JAPAN ETF110.26%0.26%0.26%Q3 2023Q3 20231
DE DEERE & CO COM110.25%0.25%0.25%Q2 2023Q2 20231
GQRE FLEXSHARES GLOBAL QUAL...110.25%0.25%0.25%Q2 2023Q2 20231
BBCA JPMORGAN BETABUILDERS ...110.25%0.25%0.25%Q3 2023Q3 20231
RYH INVESCO S&P 500 EQUAL ...110.24%0.24%0.24%Q2 2023Q2 20231
NYF ISHARES NEW YORK MUNI ...110.24%0.24%0.24%Q2 2023Q2 20231
RYT INVESCO S&P 500 EQUAL ...110.24%0.24%0.24%Q2 2023Q2 20231
GSK PLC SPONSORED ADR110.24%0.24%0.24%Q3 2023Q3 20231
KO COCA COLA CO COM110.24%0.24%0.24%Q2 2023Q2 20231
GILD GILEAD SCIENCES INC COM110.23%0.23%0.23%Q3 2023Q3 20231
TM TOYOTA MOTOR CORP ADS110.23%0.23%0.23%Q3 2023Q3 20231
BBEU JPMORGAN BETABUILDERS ...110.23%0.23%0.23%Q3 2023Q3 20231
MU MICRON TECHNOLOGY INC COM110.22%0.22%0.22%Q3 2023Q3 20231
WSM WILLIAMS SONOMA INC COM110.22%0.22%0.22%Q3 2023Q3 20231
AMGN AMGEN INC COM110.22%0.22%0.22%Q3 2023Q3 20231
SNY SANOFI SPONSORED ADR110.22%0.22%0.22%Q3 2023Q3 20231
BTI BRITISH AMERN TOB PLC ...110.22%0.22%0.22%Q3 2023Q3 20231
NOW SERVICENOW INC COM110.22%0.22%0.22%Q3 2023Q3 20231
QCOM QUALCOMM INC COM110.21%0.21%0.21%Q3 2023Q3 20231
DIS DISNEY WALT CO COM110.21%0.21%0.21%Q3 2023Q3 20231
T AT&T INC COM110.17%0.17%0.17%Q3 2023Q3 20231
NU HLDGS LTD ORD SHS CL A110.09%0.09%0.09%Q3 2023Q3 20231
BTG B2GOLD CORP COM110.05%0.05%0.05%Q3 2023Q3 20231
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The securities at the top of the list , including SPDR S&P 500 ETF TRUST, APPLE INC COM, and NVIDIA CORPORATION COM, are the highest-conviction holdings of SEVEN MILE ADVISORY.

The conviction is calculated by counting the number of quarters a security has been reported by SEVEN MILE ADVISORY. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that SEVEN MILE ADVISORY owns currently or has owned in the past.