SEVEN MILE ADVISORY
RIA/Wealth
SEVEN MILE ADVISORY is a RIA/Wealth based in Ewing, NJ led by Pamela Nessa Perskie, managing $609.9M across 303 long positions as of Q3 2025 with 67% ETF concentration.
CEOPamela Nessa Perskie
- Portfolio Value
- $609.9M
- Positions
- 303
- Top Holding
- VEA at 5.23%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in SEVEN MILE ADVISORY's portfolio (37% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $31.9M | 5.23% | +$30.3M Bought | — 532.6K shares | |
ETF ETF | $26.7M | 4.37% | +$26.7M New | — 567.6K shares | |
ETF ETF | $24.3M | 3.98% | +$24.3M New | — 72.9K shares | |
Semiconductors Technology | $23.0M | 3.78% | +$4.5M Bought | 0.00% 123.4K shares | |
ETF ETF | $22.0M | 3.61% | +$22.0M New | — 67.2K shares | |
ETF ETF | $21.4M | 3.51% | +$21.4M New | — 463.6K shares | |
ETF ETF | $21.3M | 3.49% | -$327.1K Sold | — 32.0K shares | |
ETF ETF | $20.1M | 3.30% | +$19.9M Bought | — 107.8K shares | |
ETF ETF | $17.5M | 2.86% | +$15.7M Bought | — 296.8K shares | |
ETF ETF | $17.3M | 2.83% | +$17.0M Bought | — 179.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in SEVEN MILE ADVISORY's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-27.37% | |
-20.76% | |
-16.19% |
Analytics
Portfolio insights and performance metrics for SEVEN MILE ADVISORY
GthenA