SevenBridge Financial Group, LLC 13F Holdings

CIK 0001673954 · HARRISBURG, PA

As of Sep 30, 2025, SevenBridge Financial Group, LLC reported 212 positions worth $605.0M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APTUS DEFINED RISK ETFDRSK—1,096,628$32.3M5.34%
APPLE INCAAPLTechnology115,843$31.7M5.24%
MICROSOFT CORPMSFTTechnology48,579$24.8M4.10%
ALPHABET INCGOOGLEquity84,892$24.3M4.02%
NVIDIA CORPNVDATechnology95,593 8.5M3.06%
AMAZON.COM INCAMZNEquity67,762 6.5M2.74%
JPMORGAN CHASE & COJPMFinancial Services42,024 3.5M2.23%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology34,452 0.0M1.65%
META PLATFORMS INCMETACommunication Services16,106$9.8M1.62%
ORACLE CORPORCLTechnology40,269$9.1M1.51%
JOHNSON & JOHNSONJNJHealthcare45,008$8.7M1.45%
ELI LILLY & COLLYHealthcare8,354$8.5M1.41%
WALMART INCWMTConsumer Defensive78,258$8.1M1.34%
APTUS ENHANCED YIELD ETFJUCY—360,506$8.0M1.33%
GOLDMAN SACHS GROUP INCGSFinancial Services9,410$7.9M1.30%
SCHWAB US DIVIDEND EQUITY ETFSCHDEquity277,708$7.6M1.25%
AB TAX-AWARE SHORT DURATION MUNICIPAL ETFTAFI—295,460$7.5M1.23%
MORGAN STANLEYMSFinancial Services43,613$7.4M1.22%
EXXON MOBIL CORPXOMEnergy60,955$7.2M1.19%
CATERPILLAR INCCATIndustrials12,321$7.1M1.17%
FIDELITY WISE ORIGIN BITCOIN FUNDFBTC—79,507$7.0M1.16%
ISHARES 1-3 YEAR TREASURY BOND ETFSHY—78,906$6.5M1.08%
BNY MELLON CORE BOND ETFBKAG—147,027$6.3M1.04%
APPLIED MATERIALS INCAMATTechnology25,882$6.0M0.99%
PNC FINANCIAL SERVICES GROUP INCPNCFinancial Services31,613$5.9M0.98%