0001673954-21-000001.txt : 20210119
0001673954-21-000001.hdr.sgml : 20210119
20210119070109
ACCESSION NUMBER: 0001673954-21-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20201231
FILED AS OF DATE: 20210119
DATE AS OF CHANGE: 20210119
EFFECTIVENESS DATE: 20210119
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: 21533855
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
12-31-2020
12-31-2020
SevenBridge Financial Group, LLC
3401 NORTH FRONT STREET
SUITE 301
HARRISBURG
PA
17110
13F HOLDINGS REPORT
028-17476
N
Charles Eberly
CHEIF COMPLIANCE OFFICER
(717) 775-8662
Charles Eberly
HARRISBURG
PA
01-19-2021
0
149
255812
false
INFORMATION TABLE
2
13FSevenBridgeQ42020.xml
Aflac Inc
Equities
001055102
257
5780
SH
SOLE
5780
0
0
Abbott Laboratories
Equities
002824100
3701
33803
SH
SOLE
33803
0
0
Advanced Micro Devic
Equities
007903107
374
4078
SH
SOLE
4078
0
0
Air Products & Chemicals Inc
Equities
009158106
3376
12358
SH
SOLE
12358
0
0
Amazon.com Inc
Equities
023135106
9061
2782
SH
SOLE
2782
0
0
Amgen Inc
Equities
031162100
3932
17099
SH
SOLE
17099
0
0
Analog Devices Inc
Equities
032654105
906
6131
SH
SOLE
6131
0
0
Anthem Inc
Equities
036752103
229
712
SH
SOLE
712
0
0
Apple Inc
Equities
037833100
19602
147730
SH
SOLE
147730
0
0
Applied Materials Inc
Equities
038222105
785
9093
SH
SOLE
9093
0
0
Automatic Data Processing Inc
Equities
053015103
269
1529
SH
SOLE
1529
0
0
Bank of America Corporation
Equities
060505104
4252
140298
SH
SOLE
140298
0
0
Becton Dickinson and Co
Equities
075887109
3643
14561
SH
SOLE
14561
0
0
Berkshire Hathaway
Equities
084670702
304
1310
SH
SOLE
1310
0
0
Bristol-Myers Squibb Company
Equities
110122108
2231
35972
SH
SOLE
35972
0
0
Brown & Brown Inc
Equities
115236101
236
4978
SH
SOLE
4978
0
0
Brown-Forman Corp
Equities
115637209
308
3879
SH
SOLE
3879
0
0
Carlisle Companies Inc
Equities
142339100
706
4519
SH
SOLE
4519
0
0
Caterpillar Inc
Equities
149123101
979
5377
SH
SOLE
5377
0
0
Chevron Corp
Equities
166764100
921
10910
SH
SOLE
10910
0
0
Citigroup Inc
Equities
172967424
748
12137
SH
SOLE
12137
0
0
Citizens Financial Group Inc
Equities
174610105
390
10897
SH
SOLE
10897
0
0
Clorox Co
Equities
189054109
304
1507
SH
SOLE
1507
0
0
Coca-Cola Co
Equities
191216100
400
7303
SH
SOLE
7303
0
0
Colgate-Palmolive Co
Equities
194162103
302
3526
SH
SOLE
3526
0
0
Cummins Inc
Equities
231021106
904
3981
SH
SOLE
3981
0
0
Walt Disney Co
Equities
254687106
4424
24415
SH
SOLE
24415
0
0
Discover Financial Services
Equities
254709108
272
3007
SH
SOLE
3007
0
0
Emerson Electric Co
Equities
291011104
714
8883
SH
SOLE
8883
0
0
Fulton Financial Corp
Equities
360271100
262
20571
SH
SOLE
20571
0
0
General Dynamics Corp
Equities
369550108
1535
10312
SH
SOLE
10312
0
0
General Mills Inc
Equities
370334104
940
15992
SH
SOLE
15992
0
0
The Hershey Co
Equities
427866108
5101
33487
SH
SOLE
33487
0
0
The Home Depot Inc
Equities
437076102
583
2194
SH
SOLE
2194
0
0
Honeywell International Inc
Equities
438516106
2913
13693
SH
SOLE
13693
0
0
Illinois Tool Works Inc
Equities
452308109
310
1521
SH
SOLE
1521
0
0
Intel Corp
Equities
458140100
875
17561
SH
SOLE
17561
0
0
International Business Machines Corp
Equities
459200101
1185
9417
SH
SOLE
9417
0
0
iShares Core S&P 500
Equities
464287200
1298
3459
SH
SOLE
3459
0
0
iShares 1-3 Year Treasury Bond
Equities
464287457
1863
21567
SH
SOLE
21567
0
0
iShares Core S&P Mid-Cap
Equities
464287507
1945
8464
SH
SOLE
8464
0
0
iShares Russell 2000
Equities
464287655
305
1557
SH
SOLE
1557
0
0
iShares Core S&P Small-Cap
Equities
464287804
4423
48126
SH
SOLE
48126
0
0
iShares MBS
Equities
464288588
264
2398
SH
SOLE
2398
0
0
Johnson & Johnson
Equities
478160104
6848
43509
SH
SOLE
43509
0
0
Kellogg Co
Equities
487836108
226
3630
SH
SOLE
3630
0
0
Kimberly-Clark Corp
Equities
494368103
1269
9410
SH
SOLE
9410
0
0
L3Harris Technologies Ord
Equities
502431109
522
2764
SH
SOLE
2764
0
0
Lam Research Corp
Equities
512807108
878
1858
SH
SOLE
1858
0
0
Eli Lilly and Co
Equities
532457108
335
1983
SH
SOLE
1983
0
0
Lockheed Martin Corp
Equities
539830109
1972
5554
SH
SOLE
5554
0
0
Lowe s Companies Inc
Equities
548661107
717
4465
SH
SOLE
4465
0
0
McCormick & Co Inc Non-Voting
Equities
579780206
208
2178
SH
SOLE
2178
0
0
McDonald s Corp
Equities
580135101
1387
6466
SH
SOLE
6466
0
0
Microsoft Corp
Equities
594918104
13151
59126
SH
SOLE
59126
0
0
Mondelez International Inc Class A
Equities
609207105
1307
22352
SH
SOLE
22352
0
0
Morgan Stanley
Equities
617446448
1079
15747
SH
SOLE
15747
0
0
Newmont Mining Corp
Equities
651639106
378
6305
SH
SOLE
6305
0
0
Nike Inc B
Equities
654106103
1572
11108
SH
SOLE
11108
0
0
Norfolk Southern Corp
Equities
655844108
3588
15098
SH
SOLE
15098
0
0
Nuveen AMT-Free Quality Muni Inc
Equities
670657105
305
20205
SH
SOLE
20205
0
0
Nuveen PA Quality Muni Inc
Equities
670972108
315
21764
SH
SOLE
21764
0
0
Old Dominion Freight Lines Inc
Equities
679580100
398
2037
SH
SOLE
2037
0
0
Ollie s Bargain Outlet Holdings Inc
Equities
681116109
209
2555
SH
SOLE
2555
0
0
PNC Financial Services Group Inc
Equities
693475105
2396
16078
SH
SOLE
16078
0
0
PPG Industries Inc
Equities
693506107
1075
7451
SH
SOLE
7451
0
0
Paychex Inc
Equities
704326107
285
3054
SH
SOLE
3054
0
0
PepsiCo Inc
Equities
713448108
5046
34023
SH
SOLE
34023
0
0
Pfizer Inc
Equities
717081103
3487
94737
SH
SOLE
94737
0
0
Philip Morris International Inc
Equities
718172109
252
3043
SH
SOLE
3043
0
0
Phillips 66
Equities
718546104
1913
27359
SH
SOLE
27359
0
0
Procter & Gamble Co
Equities
742718109
3780
27168
SH
SOLE
27168
0
0
Progressive Corp
Equities
743315103
344
3476
SH
SOLE
3476
0
0
QUALCOMM Inc
Equities
747525103
1005
6599
SH
SOLE
6599
0
0
Royal Dutch Shell PLC
Equities
780259206
225
6409
SH
SOLE
6409
0
0
Schwab US Broad Market ETF
Equities
808524102
286
3141
SH
SOLE
3141
0
0
Schwab US Large-Cap ETF
Equities
808524201
832
9148
SH
SOLE
9148
0
0
Schwab US Large-Cap Growth ETF
Equities
808524300
582
4533
SH
SOLE
4533
0
0
Schwab US Mid-Cap ETF
Equities
808524508
430
6302
SH
SOLE
6302
0
0
Schwab US Dividend Equity ETF
Equities
808524797
6373
99360
SH
SOLE
99360
0
0
Schwab International
Equities
808524805
742
20616
SH
SOLE
20616
0
0
Sherwin-Williams Co
Equities
824348106
955
1299
SH
SOLE
1299
0
0
Southern Co
Equities
842587107
1358
22102
SH
SOLE
22102
0
0
Starbucks Corp
Equities
855244109
799
7466
SH
SOLE
7466
0
0
Stryker Corp
Equities
863667101
258
1051
SH
SOLE
1051
0
0
Sysco Corp
Equities
871829107
538
7247
SH
SOLE
7247
0
0
Teradyne Inc
Equities
880770102
1152
9611
SH
SOLE
9611
0
0
Texas Instruments Inc
Equities
882508104
873
5316
SH
SOLE
5316
0
0
Toyota Motor Corporation Ads
Equities
892331307
217
1403
SH
SOLE
1403
0
0
US Bancorp
Equities
902973304
1283
27533
SH
SOLE
27533
0
0
Under Armour Inc A
Equities
904311107
592
34450
SH
SOLE
34450
0
0
Unilever PLC ADR
Equities
904767704
2153
35674
SH
SOLE
35674
0
0
Union Pacific Corp
Equities
907818108
1006
4829
SH
SOLE
4829
0
0
United Parcel Service Inc Class B
Equities
911312106
1306
7754
SH
SOLE
7754
0
0
VF Corp
Equities
918204108
327
3833
SH
SOLE
3833
0
0
Vanguard FTSE Developed Markets ETF
Equities
921943858
224
4742
SH
SOLE
4742
0
0
Vanguard Mid-Cap ETF
Equities
922908629
446
2155
SH
SOLE
2155
0
0
Vulcan Materials Co
Equities
929160109
636
4288
SH
SOLE
4288
0
0
Wal-Mart Stores Inc
Equities
931142103
3472
24088
SH
SOLE
24088
0
0
Raytheon Technologies Ord
Equities
75513E101
1838
25705
SH
SOLE
25705
0
0
Target Corp
Equities
87612E106
5021
28442
SH
SOLE
28442
0
0
Edwards Lifesciences Corp
Equities
28176E108
351
3846
SH
SOLE
3846
0
0
AT&T Inc
Equities
00206R102
1510
52496
SH
SOLE
52496
0
0
AbbVie Inc
Equities
00287Y109
1113
10385
SH
SOLE
10385
0
0
Alphabet Inc C
Equities
02079K107
1845
1053
SH
SOLE
1053
0
0
Alphabet Inc A
Equities
02079K305
8064
4601
SH
SOLE
4601
0
0
BIONTECH SE ADR
Equities
09075V102
1550
19013
SH
SOLE
19013
0
0
Broadcom Ltd
Equities
11135F101
454
1036
SH
SOLE
1036
0
0
Cisco Systems Inc
Equities
17275R102
4259
95178
SH
SOLE
95178
0
0
Comcast Corp Class A
Equities
20030N101
2440
46563
SH
SOLE
46563
0
0
Diamondback Energy
Equities
25278X109
897
18531
SH
SOLE
18531
0
0
Dominion Resources Inc
Equities
25746U109
1811
24078
SH
SOLE
24078
0
0
Editas Medicine Inc
Equities
28106W103
339
4842
SH
SOLE
4842
0
0
Exxon Mobil Corp
Equities
30231G102
1176
28536
SH
SOLE
28536
0
0
Facebook Inc A
Equities
30303M102
2202
8061
SH
SOLE
8061
0
0
Fate Therapeutics Inc
Equities
31189P102
284
3126
SH
SOLE
3126
0
0
FedEx Corp
Equities
31428X106
2565
9880
SH
SOLE
9880
0
0
GlaxoSmithKline PLC ADR
Equities
37733W105
248
6742
SH
SOLE
6742
0
0
Goldman Sachs Group Inc
Equities
38141G104
704
2668
SH
SOLE
2668
0
0
Invesco PA Value Muni Income Trust
Equities
46132K109
296
23200
SH
SOLE
23200
0
0
Invesco S&P 500 Equal Weight ETF
Equities
46137V357
327
2560
SH
SOLE
2560
0
0
iShares Core MSCI EAFE
Equities
46432F842
1688
24425
SH
SOLE
24425
0
0
iShares Core MSCI Emerging Markets ETF
Equities
46434G103
571
9199
SH
SOLE
9199
0
0
JPMorgan Chase & Co
Equities
46625H100
5469
43037
SH
SOLE
43037
0
0
M&T Bank Corp
Equities
55261F104
397
3115
SH
SOLE
3115
0
0
Merck & Co Inc
Equities
58933Y105
3882
47462
SH
SOLE
47462
0
0
NextEra Energy Inc
Equities
65339F101
1483
19228
SH
SOLE
19228
0
0
Novartis Ag
Equities
66987V109
1454
15394
SH
SOLE
15394
0
0
NVIDIA Corp
Equities
67066G104
1883
3605
SH
SOLE
3605
0
0
Oracle Corp
Equities
68389X105
2954
45658
SH
SOLE
45658
0
0
PPL Corp
Equities
69351T106
2037
72236
SH
SOLE
72236
0
0
PayPal Holdings Inc
Equities
70450Y103
1131
4829
SH
SOLE
4829
0
0
Principal Financial Group Inc
Equities
74251V102
325
6557
SH
SOLE
6557
0
0
SPDR S&P 500 ETF
Equities
78462F103
510
1365
SH
SOLE
1365
0
0
SPDR Gold Shares
Equities
78463V107
4787
26839
SH
SOLE
26839
0
0
SPDR S&P Dividend ETF
Equities
78464A763
711
6712
SH
SOLE
6712
0
0
SPDR S&P MidCap 400 ETF
Equities
78467Y107
511
1217
SH
SOLE
1217
0
0
Truist Finl Corp Com
Equities
89832Q109
998
20826
SH
SOLE
20826
0
0
Uber Technologies Inc
Equities
90353T100
1532
30033
SH
SOLE
30033
0
0
UnitedHealth Group Inc
Equities
91324P102
2415
6886
SH
SOLE
6886
0
0
Verizon Communications Inc
Equities
92343V104
3970
67567
SH
SOLE
67567
0
0
Vertex Pharmaceuticals Inc
Equities
92532F100
399
1688
SH
SOLE
1688
0
0
Mylan Nv
Equities
92556V106
205
10926
SH
SOLE
10926
0
0
Visa Inc Class A
Equities
92826C839
2950
13487
SH
SOLE
13487
0
0
Zimmer Biomet Holdings Inc
Equities
98956P102
203
1320
SH
SOLE
1320
0
0
Accenture PLC A
Equities
G1151C101
917
3511
SH
SOLE
3511
0
0
Medtronic PLC
Equities
G5960L103
451
3850
SH
SOLE
3850
0
0
Trane Technologies PLC
Equities
G8994E103
203
1401
SH
SOLE
1401
0
0
Crispr Therapeutics
Equities
H17182108
838
5475
SH
SOLE
5475
0
0