Managing Partner and Chief Compliance Officer

0001673954-20-000004.txt : 20201022 0001673954-20-000004.hdr.sgml : 20201022 20201022081637 ACCESSION NUMBER: 0001673954-20-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201022 DATE AS OF CHANGE: 20201022 EFFECTIVENESS DATE: 20201022 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: 201251713 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 09-30-2020 09-30-2020 SevenBridge Financial Group, LLC

3401 NORTH FRONT STREET SUITE 301 HARRISBURG PA 17110

13F HOLDINGS REPORT 028-17476 N Charles Eberly Managing Partner and Chief Compliance Officer (717) 775-8662 Charles Eberly Harrisburg PA 10-22-2020 0 134 219709 false INFORMATION TABLE 2 13FSevenBridgeQ32020.xml Aflac Inc Equities 001055102 303 8346 SH SOLE 8346 0 0 Abbott Laboratories Equities 002824100 3576 32858 SH SOLE 32858 0 0 Advanced Micro Devic Equities 007903107 334 4078 SH SOLE 4078 0 0 Air Products & Chemicals Inc Equities 009158106 3592 12058 SH SOLE 12058 0 0 Amazon.com Inc Equities 023135106 8555 2717 SH SOLE 2717 0 0 Amgen Inc Equities 031162100 4262 16768 SH SOLE 16768 0 0 Analog Devices Inc Equities 032654105 564 4831 SH SOLE 4831 0 0 Apple Inc Equities 037833100 17080 147482 SH SOLE 147482 0 0 Applied Materials Inc Equities 038222105 493 8293 SH SOLE 8293 0 0 Automatic Data Processing Inc Equities 053015103 213 1529 SH SOLE 1529 0 0 BP PLC ADR Equities 055622104 183 10500 SH SOLE 10500 0 0 Bank of America Corporation Equities 060505104 3351 139117 SH SOLE 139117 0 0 Becton Dickinson and Co Equities 075887109 3286 14121 SH SOLE 14121 0 0 Bristol-Myers Squibb Company Equities 110122108 1713 28408 SH SOLE 28408 0 0 Brown & Brown Inc Equities 115236101 225 4978 SH SOLE 4978 0 0 Brown-Forman Corp Equities 115637209 292 3879 SH SOLE 3879 0 0 Carlisle Companies Inc Equities 142339100 675 5519 SH SOLE 5519 0 0 Caterpillar Inc Equities 149123101 802 5377 SH SOLE 5377 0 0 Chevron Corp Equities 166764100 704 9773 SH SOLE 9773 0 0 Citigroup Inc Equities 172967424 784 18187 SH SOLE 18187 0 0 Citizens Financial Group Inc Equities 174610105 397 15705 SH SOLE 15705 0 0 Clorox Co Equities 189054109 317 1507 SH SOLE 1507 0 0 Coca-Cola Co Equities 191216100 347 7036 SH SOLE 7036 0 0 Colgate-Palmolive Co Equities 194162103 241 3126 SH SOLE 3126 0 0 Cummins Inc Equities 231021106 841 3981 SH SOLE 3981 0 0 Walt Disney Co Equities 254687106 1538 12392 SH SOLE 12392 0 0 Emerson Electric Co Equities 291011104 600 9158 SH SOLE 9158 0 0 General Dynamics Corp Equities 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808524201 735 9117 SH SOLE 9117 0 0 Schwab US Large-Cap Growth ETF Equities 808524300 447 3883 SH SOLE 3883 0 0 Schwab US Mid-Cap ETF Equities 808524508 336 6060 SH SOLE 6060 0 0 Schwab US Dividend Equity ETF Equities 808524797 5332 96427 SH SOLE 96427 0 0 Schwab International Equities 808524805 372 11858 SH SOLE 11858 0 0 Sherwin-Williams Co Equities 824348106 905 1299 SH SOLE 1299 0 0 Southern Co Equities 842587107 1198 22102 SH SOLE 22102 0 0 Starbucks Corp Equities 855244109 584 6801 SH SOLE 6801 0 0 Stryker Corp Equities 863667101 219 1051 SH SOLE 1051 0 0 Sysco Corp Equities 871829107 451 7247 SH SOLE 7247 0 0 Teradyne Inc Equities 880770102 764 9611 SH SOLE 9611 0 0 Texas Instruments Inc Equities 882508104 750 5251 SH SOLE 5251 0 0 US Bancorp Equities 902973304 1068 29787 SH SOLE 29787 0 0 Under Armour Inc A Equities 904311107 143 12731 SH SOLE 12731 0 0 Unilever PLC ADR Equities 904767704 2078 33689 SH SOLE 33689 0 0 Union Pacific Corp Equities 907818108 946 4804 SH SOLE 4804 0 0 United Parcel Service Inc Class B Equities 911312106 1289 7739 SH SOLE 7739 0 0 Vanguard FTSE Developed Markets ETF Equities 921943858 206 5047 SH SOLE 5047 0 0 Vanguard Mid-Cap ETF Equities 922908629 379 2151 SH SOLE 2151 0 0 Vulcan Materials Co Equities 929160109 374 2760 SH SOLE 2760 0 0 Wal-Mart Stores Inc Equities 931142103 3365 24053 SH SOLE 24053 0 0 Raytheon Technologies Ord Equities 75513E901 1485 25807 SH SOLE 25807 0 0 Target Corp Equities 87612E106 4483 28477 SH SOLE 28477 0 0 Edwards Lifesciences Corp Equities 28176E108 307 3846 SH SOLE 3846 0 0 AT&T Inc Equities 00206R102 1695 59447 SH SOLE 59447 0 0 AbbVie Inc Equities 00287Y109 749 8550 SH SOLE 8550 0 0 Alibaba Group Holding Ltd ADR Equities 01609W102 1468 4995 SH SOLE 4995 0 0 Alphabet Inc C Equities 02079K107 1500 1021 SH SOLE 1021 0 0 Alphabet Inc A Equities 02079K305 6578 4488 SH SOLE 4488 0 0 BIONTECH SE ADR Equities 09075V102 1320 19063 SH SOLE 19063 0 0 Broadcom Ltd Equities 11135F101 373 1024 SH SOLE 1024 0 0 Cisco Systems Inc Equities 17275R102 3805 96587 SH SOLE 96587 0 0 Comcast Corp Class A Equities 20030N101 1906 41201 SH SOLE 41201 0 0 Dominion Resources Inc Equities 25746U109 1864 23618 SH SOLE 23618 0 0 Exxon Mobil Corp Equities 30231G102 661 19255 SH SOLE 19255 0 0 Facebook Inc A Equities 30303M102 1962 7490 SH SOLE 7490 0 0 FedEx Corp Equities 31428X106 2478 9850 SH SOLE 9850 0 0 Goldman Sachs Group Inc Equities 38141G104 514 2558 SH SOLE 2558 0 0 Invesco PA Value Muni Income Trust User-Defined 46132K109 284 23200 SH SOLE 23200 0 0 Invesco S&P 500 Equal Weight ETF Equities 46137V357 277 2560 SH SOLE 2560 0 0 iShares Core MSCI EAFE Equities 46432F842 1461 24238 SH SOLE 24238 0 0 iShares Core MSCI Emerging Markets ETF Equities 46434G103 483 9146 SH SOLE 9146 0 0 JPMorgan Chase & Co Equities 46625H100 4169 43302 SH SOLE 43302 0 0 M&T Bank Corp Equities 55261F104 311 3381 SH SOLE 3381 0 0 Merck & Co Inc Equities 58933Y105 3540 42678 SH SOLE 42678 0 0 NextEra Energy Inc Equities 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