SevenBridge Financial Group, LLC Diversified Active

Location: Harrisburg, PA

CIK: 0001673954 · Show all filings

Period: Q1 2016 (Next →)

Filing Date: Jun 27, 2016

Total Value: $1.137B (100.0% shares, 0.0% debt)

Holdings (85)

United States Dollar Currency 23.4%
Value $266M Shares 266,059 Est. Cost $1000.00 Unrealized
Morgan Stanley 4.4%
Value $50M Shares 54,247 Est. Cost $921.71 Unrealized
At&t Inc 4.4%
Value $50M Shares 55,763 Est. Cost $896.65 Unrealized
At&t Inc 4.4%
Value $50M Shares 54,172 Est. Cost $922.99 Unrealized
Becton Dickinson & Co 3.3%
Value $37M Shares 39,382 Est. Cost $939.52 Unrealized
Citigroup Inc 3.1%
Value $35M Shares 36,668 Est. Cost $954.51 Unrealized
Celgene Corp 3.1%
Value $35M Shares 37,174 Est. Cost $941.52 Unrealized
Wellpoint Inc 3.1%
Value $35M Shares 37,688 Est. Cost $928.68 Unrealized
Bank Amer Corp 3.1%
Value $35M Shares 36,869 Est. Cost $949.31 Unrealized
Cigna Corporation 3.1%
Value $35M Shares 37,351 Est. Cost $937.06 Unrealized
American Express Co 3.1%
Value $35M Shares 33,119 Est. Cost $1056.80 Unrealized
American Intl Group Inc Mtn Be 3.1%
Value $35M Shares 37,475 Est. Cost $933.96 Unrealized
McDonalds Corp Med Term Nt Be 3.1%
Value $35M Shares 37,669 Est. Cost $929.15 Unrealized
Novartis Securities Investment 3.1%
Value $35M Shares 38,729 Est. Cost $903.72 Unrealized
Kellogg Co 3.1%
Value $35M Shares 37,989 Est. Cost $921.32 Unrealized
Kohls Corp 3.1%
Value $35M Shares 36,581 Est. Cost $956.78 Unrealized
Telecom Italia Cap 3.0%
Value $34M Shares 34,765 Est. Cost $978.00 Unrealized
Apple Inc 2.8%
Value $32M Shares 32,102 Est. Cost $996.82 Unrealized
Goldman Sachs Cap I 2.6%
Value $30M Shares 35,035 Est. Cost $856.29 Unrealized
Gilead Sciences Inc 2.6%
Value $30M Shares 33,490 Est. Cost $895.79 Unrealized
ConAgra Foods Inc 2.5%
Value $28M Shares 28,185 Est. Cost $993.44 Unrealized
Goodyear Tire & Rubr Co 2.3%
Value $26M Shares 30,485 Est. Cost $852.88 Unrealized
Ford Mtr Co Del 2.2%
Value $25M Shares 32,591 Est. Cost $767.08 Unrealized
Pnc Finl Svcs Group Inc 1.9%
Value $22M Shares 23,815 Est. Cost $923.79 Unrealized
Royal Caribbean Cruises Ltd 1.6%
Value $18M Shares 17,955 Est. Cost $1002.51 Unrealized
iShares Gold Trust 0.5%
Value $5.812M Shares 69,047 Est. Cost $84.17 Unrealized
Intl Paper Co 0.4%
Value $5M Shares 5,512 Est. Cost $907.11 Unrealized
PFE Pfizer Inc 0.3%
Value $3.377M Shares 100,094 Est. Cost $18.68 Unrealized 0.0%
CBRE CBRE Group Inc 0.2%
Value $2.012M Shares 57,986 Est. Cost $27.51 Unrealized 0.0%
WFC Wells Fargo & Co 0.2%
Value $1.808M Shares 87,435 Est. Cost $37.11 Unrealized 0.0%
CAG Concho Resources Inc 0.2%
Value $1.722M Shares 76,836 Est. Cost $22.94 Unrealized 0.0%
MAS Masco Corp 0.1%
Value $1.625M Shares 51,106 Est. Cost $23.79 Unrealized 0.0%
Michael Kors Holdings Ltd 0.1%
Value $1.495M Shares 85,155 Est. Cost $17.56 Unrealized
USB US Bancorp 0.1%
Value $1.254M Shares 50,900 Est. Cost $27.80 Unrealized 0.0%
SunTrust Banks Inc 0.1%
Value $1.24M Shares 44,739 Est. Cost $27.72 Unrealized
V Visa Inc 0.1%
Value $1.116M Shares 85,352 Est. Cost $67.81 Unrealized 0.0%
ServiceMaster Global Holdings Inc 0.1%
Value $1.066M Shares 40,167 Est. Cost $26.54 Unrealized
Public Storage 0.1%
Value $1M Shares 27,860 Est. Cost $35.89 Unrealized
JPMorgan Chase & Co 0.1%
Value $1M Shares 26,190 Est. Cost $38.18 Unrealized
Pitney Bowes Inc Nt 43 0.1%
Value $1M Shares 26,890 Est. Cost $37.19 Unrealized
Capital One Financial Corp 0.1%
Value $1M Shares 27,160 Est. Cost $36.82 Unrealized
WELLS FARGO AND COMPANY 0.1%
Value $1M Shares 26,360 Est. Cost $37.94 Unrealized
Digital Realty Trust Inc 0.1%
Value $1M Shares 27,750 Est. Cost $36.04 Unrealized
BMY Bristol-Myers Squibb Company 0.1%
Value $943K Shares 60,239 Est. Cost $44.80 Unrealized 0.0%
MCHP Microchip Technology Inc 0.1%
Value $937K Shares 45,163 Est. Cost $18.42 Unrealized 0.0%
At&t Inc 0.1%
Value $884K Shares 96,347 Est. Cost $9.18 Unrealized
HD Home Depot Inc 0.1%
Value $861K Shares 114,883 Est. Cost $98.37 Unrealized 0.0%
ALLE Allegion PLC 0.1%
Value $788K Shares 50,203 Est. Cost $54.61 Unrealized 0.0%
EOG EOG Resources Inc 0.1%
Value $743K Shares 53,927 Est. Cost $51.06 Unrealized 0.0%
SLB Schlumberger Ltd 0.1%
Value $725K Shares 53,469 Est. Cost $53.13 Unrealized 0.0%
Jarden Corp 0.1%
Value $703K Shares 41,442 Est. Cost $16.96 Unrealized
E.I. du Pont de Nemours & Co 0.1%
Value $690K Shares 43,691 Est. Cost $15.79 Unrealized
CBOE CBOE Holdings Inc 0.1%
Value $666K Shares 43,510 Est. Cost $56.13 Unrealized 0.0%
Wyndham Worldwide Corp 0.1%
Value $656K Shares 50,138 Est. Cost $13.08 Unrealized
BFAM Bright Horizons Family Solutions Inc 0.1%
Value $641K Shares 41,524 Est. Cost $64.29 Unrealized 0.0%
ODFL Old Dominion Freight Lines Inc 0.1%
Value $637K Shares 44,348 Est. Cost $19.69 Unrealized 0.0%
ETN Eaton Corp PLC 0.1%
Value $636K Shares 39,788 Est. Cost $44.23 Unrealized 0.0%
Qwest Corp Nt 52 0.1%
Value $600K Shares 15,300 Est. Cost $39.22 Unrealized
CVS CVS Health Corp 0.1%
Value $575K Shares 59,645 Est. Cost $72.40 Unrealized 0.0%
DIS Walt Disney Co 0.0%
Value $564K Shares 56,011 Est. Cost $88.98 Unrealized 0.0%
HON Honeywell International Inc 0.0%
Value $550K Shares 61,628 Est. Cost $76.33 Unrealized 0.0%
DRI Darden Restaurants Inc 0.0%
Value $536K Shares 35,537 Est. Cost $47.83 Unrealized 0.0%
Cerner Corp 0.0%
Value $525K Shares 27,804 Est. Cost $18.88 Unrealized
QCOM Qualcomm Inc 0.0%
Value $520K Shares 26,593 Est. Cost $36.92 Unrealized 0.0%
META Facebook Inc 0.0%
Value $484K Shares 55,224 Est. Cost $104.78 Unrealized 0.0%
CME CME Group Inc 0.0%
Value $481K Shares 46,200 Est. Cost $62.99 Unrealized 0.0%
VRSN VeriSign Inc 0.0%
Value $476K Shares 42,145 Est. Cost $81.01 Unrealized 0.0%
Berkshire Hathaway Inc 0.0%
Value $473K Shares 67,109 Est. Cost $7.05 Unrealized
UNP Union Pacific Corp 0.0%
Value $472K Shares 37,548 Est. Cost $61.97 Unrealized 0.0%
EW Edwards Lifesciences Corp 0.0%
Value $458K Shares 40,400 Est. Cost $27.59 Unrealized 0.0%
NEE NextEra Energy Inc 0.0%
Value $412K Shares 48,756 Est. Cost $21.80 Unrealized 0.0%
NOC Northrop Grumman Corp 0.0%
Value $404K Shares 79,952 Est. Cost $161.05 Unrealized 0.0%
Fifth Third Bancorp 0.0%
Value $400K Shares 11,632 Est. Cost $34.39 Unrealized
LMT Lockheed Martin Corp 0.0%
Value $371K Shares 82,177 Est. Cost $165.21 Unrealized 0.0%
NWL Newell Rubbermaid Inc 0.0%
Value $289K Shares 12,800 Est. Cost $26.19 Unrealized 0.0%
FFIV F5 Networks Inc 0.0%
Value $261K Shares 27,627 Est. Cost $95.83 Unrealized 0.0%
Concho Resources Inc 0.0%
Value $255K Shares 25,765 Est. Cost $9.90 Unrealized
ECL Ecolab Inc 0.0%
Value $250K Shares 27,880 Est. Cost $95.34 Unrealized 0.0%
LEA Lear Corp 0.0%
Value $214K Shares 23,790 Est. Cost $88.18 Unrealized 0.0%
Southern Co Jr Sub Nt 2015a 0.0%
Value $200K Shares 5,466 Est. Cost $36.59 Unrealized
SNA Snap-on Inc 0.0%
Value $184K Shares 28,886 Est. Cost $120.91 Unrealized 0.0%
SHW Sherwin-Williams Co 0.0%
Value $163K Shares 46,401 Est. Cost $79.84 Unrealized 0.0%
GOOGL Alphabet Inc Cap Stk Cl A 0.0%
Value $120K Shares 91,548 Est. Cost $36.54 Unrealized 0.0%
Allergan Plc Shs 0.0%
Value $97,000 Shares 25,999 Est. Cost $3.73 Unrealized
Amazon.com Inc 0.0%
Value $50,000 Shares 29,682 Est. Cost $1.68 Unrealized