SevenBridge Financial Group, LLC - Portfolio overview

SevenBridge Financial Group, LLC has 222 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. DRSK - ETF SER SOLUTIONS, 5.50%
2. AAPL - APPLE INC, 4.61%
3. GOOGL - ALPHABET INC, 4.08%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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