0001673954-20-000003.txt : 20200724 0001673954-20-000003.hdr.sgml : 20200724 20200724074518 ACCESSION NUMBER: 0001673954-20-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200724 DATE AS OF CHANGE: 20200724 EFFECTIVENESS DATE: 20200724 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SevenBridge Financial Group, LLC CENTRAL INDEX KEY: 0001673954 IRS NUMBER: 474901944 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17476 FILM NUMBER: 201045078 BUSINESS ADDRESS: STREET 1: 3401 NORTH FRONT STREET STREET 2: SUITE 301 CITY: HARRISBURG STATE: PA ZIP: 17110 BUSINESS PHONE: 717-775-8662 MAIL ADDRESS: STREET 1: 3401 NORTH FRONT STREET STREET 2: SUITE 301 CITY: HARRISBURG STATE: PA ZIP: 17110 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001673954 XXXXXXXX 06-30-2020 06-30-2020 SevenBridge Financial Group, LLC

3401 NORTH FRONT STREET SUITE 301 HARRISBURG PA 17110

13F HOLDINGS REPORT 028-17476 N CHARLES EBERLY (717) 775-8662 CHARLES EBERLY Harrisburg PA 07-24-2020 0 134 201345 false INFORMATION TABLE 2 13FSevenBridgeQ22020.xml Abbott Laboratories Equities 002824100 3166 34630 SH SOLE 34630 0 0 AbbVie Inc Equities 00287Y109 825 8408 SH SOLE 8408 0 0 Accenture PLC A Equities G1151C101 742 3456 SH SOLE 3456 0 0 Aflac Inc Equities 001055102 332 9211 SH SOLE 9211 0 0 Air Products & Chemicals Inc Equities 009158106 2908 12044 SH SOLE 12044 0 0 Albemarle Corp Equities 012653101 222 2873 SH SOLE 2873 0 0 Alibaba Group Holding Ltd ADR Equities 01609W102 501 2321 SH SOLE 2321 0 0 Alphabet Inc A Equities 02079K305 6320 4457 SH SOLE 4457 0 0 Alphabet Inc C Equities 02079K107 1433 1014 SH SOLE 1014 0 0 Altria Group Inc Equities 02209S103 261 6652 SH SOLE 6652 0 0 Amazon.com Inc Equities 023135106 7391 2679 SH SOLE 2679 0 0 Amgen Inc Equities 031162100 3958 16781 SH SOLE 16781 0 0 Analog Devices Inc Equities 032654105 418 3405 SH SOLE 3405 0 0 Apple Inc 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16416 0 0 Gilead Sciences Inc Equities 375558103 205 2667 SH SOLE 2667 0 0 Goldman Sachs Group Inc Equities 38141G104 501 2533 SH SOLE 2533 0 0 Honeywell International Inc Equities 438516106 1966 13594 SH SOLE 13594 0 0 HP Inc Equities 40434L105 176 10122 SH SOLE 10122 0 0 Illinois Tool Works Inc Equities 452308109 260 1488 SH SOLE 1488 0 0 Intel Corp Equities 458140100 3492 58360 SH SOLE 58360 0 0 International Business Machines Corp Equities 459200101 1162 9624 SH SOLE 9624 0 0 Invesco PA Value Muni Income Trust COM 46132K109 275 23200 SH SOLE 23200 0 0 Invesco S&P 500 Equal Weight ETF Equities 46137V357 261 2560 SH SOLE 2560 0 0 iShares 1-3 Year Treasury Bond Equities 464287457 2625 30303 SH SOLE 30303 0 0 iShares Core MSCI EAFE Equities 46432F842 1203 21055 SH SOLE 21055 0 0 iShares Core MSCI Emerging Markets ETF Equities 46434G103 314 6603 SH SOLE 6603 0 0 iShares Core S&P 500 Equities 464287200 902 2912 SH SOLE 2912 0 0 iShares Core S&P Mid-Cap Equities 464287507 1298 7301 SH SOLE 7301 0 0 iShares Core S&P Small-Cap Equities 464287804 3190 46712 SH SOLE 46712 0 0 iShares MBS Equities 464288588 217 1959 SH SOLE 1959 0 0 iShares Russell 2000 Equities 464287655 239 1672 SH SOLE 1672 0 0 Johnson & Johnson Equities 478160104 4987 35463 SH SOLE 35463 0 0 JPMorgan Chase & Co Equities 46625H100 4234 45017 SH SOLE 45017 0 0 Kimberly-Clark Corp Equities 494368103 1352 9565 SH SOLE 9565 0 0 L3Harris Technologies Ord Equities 502431109 429 2529 SH SOLE 2529 0 0 Lam Research Corp Equities 512807108 623 1925 SH SOLE 1925 0 0 Lockheed Martin Corp Equities 539830109 1992 5459 SH SOLE 5459 0 0 Lowe s Companies Inc Equities 548661107 575 4255 SH SOLE 4255 0 0 M&T Bank Corp Equities 55261F104 449 4315 SH SOLE 4315 0 0 McCormick & Co Inc Non-Voting Equities 579780206 200 1114 SH SOLE 1114 0 0 McDonald s Corp Equities 580135101 1180 6396 SH SOLE 6396 0 0 Medtronic PLC Equities G5960L103 291 3170 SH SOLE 3170 0 0 Merck & Co Inc Equities 58933Y105 3226 41712 SH SOLE 41712 0 0 Microsoft Corp Equities 594918104 12912 63448 SH SOLE 63448 0 0 Mondelez International Inc Class A Equities 609207105 411 8040 SH SOLE 8040 0 0 Morgan Stanley Equities 617446448 738 15287 SH SOLE 15287 0 0 NextEra Energy Inc Equities 65339F101 1182 4922 SH SOLE 4922 0 0 Nike Inc B Equities 654106103 1107 11285 SH SOLE 11285 0 0 Norfolk Southern Corp Equities 655844108 2674 15229 SH SOLE 15229 0 0 Novartis Ag Equities 66987V109 1356 15522 SH SOLE 15522 0 0 Nuveen AMT-Free Quality Muni Inc COM 670657105 281 20205 SH SOLE 20205 0 0 Nuveen PA Quality Muni Inc COM 670972108 285 20997 SH SOLE 20997 0 0 NVIDIA Corp Equities 67066G104 1620 4263 SH SOLE 4263 0 0 Old Dominion Freight Lines Inc Equities 679580100 345 2037 SH SOLE 2037 0 0 Ollie s Bargain Outlet Holdings Inc Equities 681116109 242 2475 SH SOLE 2475 0 0 Oracle Corp Equities 68389X105 2509 45391 SH SOLE 45391 0 0 Paychex Inc Equities 704326107 231 3054 SH SOLE 3054 0 0 PayPal Holdings Inc Equities 70450Y103 844 4843 SH SOLE 4843 0 0 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310 3055 SH SOLE 3055 0 0 Schwab US Mid-Cap ETF Equities 808524508 283 5373 SH SOLE 5373 0 0 Sherwin-Williams Co Equities 824348106 763 1320 SH SOLE 1320 0 0 Slack Technologies Inc Equities 83088V102 240 7714 SH SOLE 7714 0 0 Southern Co Equities 842587107 1172 22602 SH SOLE 22602 0 0 SPDR S&P 500 ETF Equities 78462F103 425 1380 SH SOLE 1380 0 0 SPDR S&P Dividend ETF Equities 78464A763 655 7179 SH SOLE 7179 0 0 SPDR S&P MidCap 400 ETF Equities 78467Y107 395 1217 SH SOLE 1217 0 0 Starbucks Corp Equities 855244109 530 7206 SH SOLE 7206 0 0 Sysco Corp Equities 871829107 400 7322 SH SOLE 7322 0 0 Target Corp Equities 87612E106 3416 28484 SH SOLE 28484 0 0 Teradyne Inc Equities 880770102 841 9956 SH SOLE 9956 0 0 Texas Instruments Inc Equities 882508104 589 4635 SH SOLE 4635 0 0 The Hershey Co Equities 427866108 4041 31173 SH SOLE 31173 0 0 The Home Depot Inc Equities 437076102 559 2230 SH SOLE 2230 0 0 Total Sa Equities 89151E109 249 6470 SH SOLE 6470 0 0 Truist Finl Corp Com Equities 89832Q109 299 7955 SH SOLE 7955 0 0 Uber Technologies Inc Equities 90353T100 442 14226 SH SOLE 14226 0 0 Under Armour Inc A Equities 904311107 129 13281 SH SOLE 13281 0 0 Unilever PLC ADR Equities 904767704 1850 33712 SH SOLE 33712 0 0 Union Pacific Corp Equities 907818108 795 4699 SH SOLE 4699 0 0 United Parcel Service Inc Class B Equities 911312106 876 7876 SH SOLE 7876 0 0 UnitedHealth Group Inc Equities 91324P102 1995 6763 SH SOLE 6763 0 0 US Bancorp Equities 902973304 1216 33024 SH SOLE 33024 0 0 Vanguard FTSE Developed Markets ETF Equities 921943858 225 5797 SH SOLE 5797 0 0 Vanguard Mid-Cap ETF Equities 922908629 352 2149 SH SOLE 2149 0 0 Verizon Communications Inc Equities 92343V104 3547 64346 SH SOLE 64346 0 0 Vertex Pharmaceuticals Inc Equities 92532F100 388 1336 SH SOLE 1336 0 0 VF Corp Equities 918204108 253 4145 SH SOLE 4145 0 0 Visa Inc Class A Equities 92826C839 2373 12283 SH SOLE 12283 0 0 Wal-Mart Stores Inc Equities 931142103 2895 24170 SH SOLE 24170 0 0 Walt Disney Co Equities 254687106 1406 12609 SH SOLE 12609 0 0