SevenBridge Financial Group, LLC
RIA/Wealth
SevenBridge Financial Group, LLC is a RIA/Wealth based in Harrisburg, PA led by Charles Ronald Eberly, reporting $633.4M in AUM as of Q3 2025 with DRSK as the largest holding (5% allocation).
CIOCharles Ronald Eberly
- Portfolio Value
- $606.6M
- Positions
- 212
- Top Holding
- DRSK at 5.32%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in SevenBridge Financial Group, LLC's portfolio (31.4% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $32.3M | 5.32% | +$9.0M Bought | — 1.1M shares | |
Consumer Electronics Technology | $31.7M | 5.22% | -$1.9M Sold | 0.00% 115.8K shares | |
Software - Infrastructure Technology | $24.8M | 4.09% | -$1.8M Sold | 0.00% 48.6K shares | |
Internet Content & Information Communication Services | $24.3M | 4.01% | -$1.8M Sold | 0.00% 84.9K shares | |
Semiconductors Technology | $18.5M | 3.05% | +$119.6K Bought | 0.00% 95.6K shares | |
Specialty Retail Consumer Cyclical | $16.5M | 2.73% | -$505.7K Sold | 0.00% 67.8K shares | |
Banks - Diversified Financial Services | $13.5M | 2.22% | -$594.7K Sold | 0.00% 42.0K shares | |
Semiconductors Technology | $10.0M | 1.65% | +$594.9K Bought | — 34.5K shares | |
Internet Content & Information Communication Services | $9.8M | 1.62% | +$560.3K Bought | 0.00% 16.1K shares | |
Software - Infrastructure Technology | $9.1M | 1.51% | -$779.0K Sold | 0.00% 40.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in SevenBridge Financial Group, LLC'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 | |
+55.18% | |
+46.22% | |
+41.9% | |
+41.04% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for SevenBridge Financial Group, LLC
GthenA