SEVEN MILE ADVISORY
SEVEN MILE ADVISORY runs SEVEN MILE ADVISORY and currently holds 158 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $148.94M. Their top holdings are NVDA, DFAE, SPY, VOO, AAPL. The top five represent 32.2% of reported portfolio weight. SEVEN MILE ADVISORY ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, SEVEN MILE ADVISORY initiated 8 new positions. They added to 24 existing positions. They trimmed 56 positions. Their current best-performing preview position is MU with returns of +241.67%.
158 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
NVDA NVIDIA CORPORATION | 11.96% | $73.57 | $214.76 | +191.91% | Trimmed -5.21% |
DFAE DIMENSIONAL ETF TRUST | 5.61% | $28.77 | $39.48 | +37.23% | Added +4.22% |
SPY STATE STR SPDR S&P 500 ETF T | 5.47% | $450.13 | $765.62 | +70.09% | Trimmed -0.48% |
VOO VANGUARD INDEX FDS | 4.63% | $447.94 | $703.77 | +57.11% | Added +7.31% |
AAPL APPLE INC | 4.51% | $220.26 | $309.35 | +40.45% | Trimmed -10.62% |
AMZN AMAZON COM INC | 3.10% | $162.92 | $258.63 | +58.75% | Trimmed -10.76% |
GOOGL ALPHABET INC | 2.69% | $173.56 | $344.82 | +98.67% | Trimmed -15.38% |
MSFT MICROSOFT CORP | 2.65% | $413.66 | $483.24 | +16.82% | Trimmed -11.85% |
GOOG ALPHABET INC | 2.51% | $165.64 | $341.75 | +106.32% | Trimmed -6.05% |
VCIT VANGUARD SCOTTSDALE FDS | 2.42% | $81.04 | $81.05 | +0.01% | Added +29.89% |
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