0001673954-19-000004.txt : 20191009
0001673954-19-000004.hdr.sgml : 20191009
20191009091439
ACCESSION NUMBER: 0001673954-19-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190930
FILED AS OF DATE: 20191009
DATE AS OF CHANGE: 20191009
EFFECTIVENESS DATE: 20191009
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: 191143751
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
09-30-2019
09-30-2019
SevenBridge Financial Group, LLC
3401 NORTH FRONT STREET
SUITE 301
HARRISBURG
PA
17110
13F HOLDINGS REPORT
028-17476
N
CHARLES EBERLY
CHIEF COMPLIANCE OFFICER
(717) 775-8660
CHARLES EBERLY
HARRISBURG
PA
10-09-2019
0
142
190166
false
INFORMATION TABLE
2
13FSevenBridgeQ32019.xml
Aflac Inc
Equities
001055102
641
12254
SH
SOLE
12254
0
0
Abbott Laboratories
Equities
002824100
2760
32988
SH
SOLE
32988
0
0
Air Products & Chemicals Inc
Equities
009158106
2614
11783
SH
SOLE
11783
0
0
Amazon.com Inc
Equities
023135106
3913
2254
SH
SOLE
2254
0
0
Amgen Inc
Equities
031162100
3216
16620
SH
SOLE
16620
0
0
Apple Inc
Equities
037833100
9850
43977
SH
SOLE
43977
0
0
Applied Materials Inc
Equities
038222105
393
7881
SH
SOLE
7881
0
0
Automatic Data Processing Inc
Equities
053015103
250
1549
SH
SOLE
1549
0
0
BB&T Corp
Equities
054937107
259
4857
SH
SOLE
4857
0
0
BP PLC ADR
Equities
055622104
899
23668
SH
SOLE
23668
0
0
Bank of America Corporation
Equities
060505104
3741
128252
SH
SOLE
128252
0
0
Baxter International Inc
Equities
071813109
215
2454
SH
SOLE
2454
0
0
Becton Dickinson and Co
Equities
075887109
3483
13770
SH
SOLE
13770
0
0
Boeing Co
Equities
097023105
624
1640
SH
SOLE
1640
0
0
Bristol-Myers Squibb Company
Equities
110122108
397
7824
SH
SOLE
7824
0
0
Brown-Forman Corp
Equities
115637209
244
3879
SH
SOLE
3879
0
0
CVS Health Corp
Equities
126650100
2210
35045
SH
SOLE
35045
0
0
Cabot Oil & Gas Corp
Equities
127097103
762
43367
SH
SOLE
43367
0
0
Carlisle Companies Inc
Equities
142339100
818
5619
SH
SOLE
5619
0
0
Caterpillar Inc
Equities
149123101
599
4739
SH
SOLE
4739
0
0
Chevron Corp
Equities
166764100
920
7756
SH
SOLE
7756
0
0
Citigroup Inc
Equities
172967424
1659
24022
SH
SOLE
24022
0
0
Citizens Financial Group Inc
Equities
174610105
553
15634
SH
SOLE
15634
0
0
Clorox Co
Equities
189054109
234
1538
SH
SOLE
1538
0
0
Coca-Cola Co
Equities
191216100
408
7496
SH
SOLE
7496
0
0
Colgate-Palmolive Co
Equities
194162103
241
3279
SH
SOLE
3279
0
0
Cummins Inc
Equities
231021106
657
4039
SH
SOLE
4039
0
0
Dte Energy Co
Equities
233331107
201
1512
SH
SOLE
1512
0
0
Walt Disney Co
Equities
254687106
1585
12165
SH
SOLE
12165
0
0
Discover Financial Services
Equities
254709108
267
3297
SH
SOLE
3297
0
0
Dow Chemical Co
Equities
260557103
255
5347
SH
SOLE
5347
0
0
Dunkin Brands Group Inc
Equities
265504100
411
5178
SH
SOLE
5178
0
0
Emerson Electric Co
Equities
291011104
805
12037
SH
SOLE
12037
0
0
General Dynamics Corp
Equities
369550108
1967
10765
SH
SOLE
10765
0
0
General Mills Inc
Equities
370334104
944
17122
SH
SOLE
17122
0
0
Gilead Sciences Inc
Equities
375558103
202
3192
SH
SOLE
3192
0
0
The Hershey Co
Equities
427866108
4880
31483
SH
SOLE
31483
0
0
The Home Depot Inc
Equities
437076102
523
2252
SH
SOLE
2252
0
0
Honeywell International Inc
Equities
438516106
1949
11520
SH
SOLE
11520
0
0
Illinois Tool Works Inc
Equities
452308109
221
1412
SH
SOLE
1412
0
0
Intel Corp
Equities
458140100
2994
58105
SH
SOLE
58105
0
0
International Business Machines Corp
Equities
459200101
728
5006
SH
SOLE
5006
0
0
iShares Core S&P 500
Equities
464287200
799
2677
SH
SOLE
2677
0
0
iShares 1-3 Year Treasury Bond
Equities
464287457
2096
24715
SH
SOLE
24715
0
0
iShares Core S&P Mid-Cap
Equities
464287507
482
2495
SH
SOLE
2495
0
0
iShares Russell 2000
Equities
464287655
253
1672
SH
SOLE
1672
0
0
iShares Core S&P Small-Cap
Equities
464287804
904
11617
SH
SOLE
11617
0
0
Johnson & Johnson
Equities
478160104
4167
32206
SH
SOLE
32206
0
0
Kellogg Co
Equities
487836108
200
3114
SH
SOLE
3114
0
0
Kimberly-Clark Corp
Equities
494368103
1380
9715
SH
SOLE
9715
0
0
L3Harris Technologies Ord
Equities
502431109
429
2054
SH
SOLE
2054
0
0
Lam Research Corp
Equities
512807108
324
1400
SH
SOLE
1400
0
0
Lockheed Martin Corp
Equities
539830109
2181
5592
SH
SOLE
5592
0
0
Lowe s Companies Inc
Equities
548661107
474
4313
SH
SOLE
4313
0
0
McDonald s Corp
Equities
580135101
1229
5723
SH
SOLE
5723
0
0
Microsoft Corp
Equities
594918104
9170
65958
SH
SOLE
65958
0
0
Mondelez International Inc Class A
Equities
609207105
336
6069
SH
SOLE
6069
0
0
Morgan Stanley
Equities
617446448
716
16774
SH
SOLE
16774
0
0
Nike Inc B
Equities
654106103
1110
11814
SH
SOLE
11814
0
0
Norfolk Southern Corp
Equities
655844108
2820
15695
SH
SOLE
15695
0
0
Nuveen AMT-Free Quality Muni Inc
Equities
670657105
279
19478
SH
SOLE
19478
0
0
Nuveen PA Quality Muni Inc
Equities
670972108
255
18184
SH
SOLE
18184
0
0
Old Dominion Freight Lines Inc
Equities
679580100
215
1265
SH
SOLE
1265
0
0
ONEOK Inc
Equities
682680103
1266
17186
SH
SOLE
17186
0
0
PNC Financial Services Group Inc
Equities
693475105
2043
14576
SH
SOLE
14576
0
0
PPG Industries Inc
Equities
693506107
979
8261
SH
SOLE
8261
0
0
Paychex Inc
Equities
704326107
269
3254
SH
SOLE
3254
0
0
PepsiCo Inc
Equities
713448108
4272
31163
SH
SOLE
31163
0
0
Pfizer Inc
Equities
717081103
3198
89009
SH
SOLE
89009
0
0
Philip Morris International Inc
Equities
718172109
244
3215
SH
SOLE
3215
0
0
Phillips 66
Equities
718546104
2256
22031
SH
SOLE
22031
0
0
Procter & Gamble Co
Equities
742718109
3439
27648
SH
SOLE
27648
0
0
Progressive Corp
Equities
743315103
300
3880
SH
SOLE
3880
0
0
Prudential Financial Inc
Equities
744320102
439
4883
SH
SOLE
4883
0
0
Royal Dutch Shell PLC
Equities
780259206
1021
17355
SH
SOLE
17355
0
0
Schlumberger Ltd
Equities
806857108
517
15134
SH
SOLE
15134
0
0
Schwab US Large-Cap ETF
Equities
808524201
491
6917
SH
SOLE
6917
0
0
Schwab US Large-Cap Growth ETF
Equities
808524300
214
2549
SH
SOLE
2549
0
0
Schwab US Mid-Cap ETF
Equities
808524508
312
5517
SH
SOLE
5517
0
0
Schwab US Dividend Equity ETF
Equities
808524797
4292
78342
SH
SOLE
78342
0
0
Sherwin-Williams Co
Equities
824348106
776
1411
SH
SOLE
1411
0
0
Southern Co
Equities
842587107
1455
23549
SH
SOLE
23549
0
0
Store Capital Corp
Equities
862121100
319
8514
SH
SOLE
8514
0
0
SunTrust Banks Inc
Equities
867914103
264
3834
SH
SOLE
3834
0
0
Sysco Corp
Equities
871829107
587
7397
SH
SOLE
7397
0
0
Texas Instruments Inc
Equities
882508104
444
3439
SH
SOLE
3439
0
0
US Bancorp
Equities
902973304
2043
36923
SH
SOLE
36923
0
0
Under Armour Inc C
Equities
904311206
211
11653
SH
SOLE
11653
0
0
Unilever PLC ADR
Equities
904767704
2040
33940
SH
SOLE
33940
0
0
Union Pacific Corp
Equities
907818108
739
4559
SH
SOLE
4559
0
0
United Parcel Service Inc Class B
Equities
911312106
1003
8372
SH
SOLE
8372
0
0
United Technologies Corp
Equities
913017109
2465
18059
SH
SOLE
18059
0
0
VF Corp
Equities
918204108
416
4676
SH
SOLE
4676
0
0
Vanguard FTSE Developed Markets ETF
Equities
921943858
248
6047
SH
SOLE
6047
0
0
Vanguard Mid-Cap ETF
Equities
922908629
391
2332
SH
SOLE
2332
0
0
Wal-Mart Stores Inc
Equities
931142103
2919
24594
SH
SOLE
24594
0
0
Target Corp
Equities
87612E106
3067
28685
SH
SOLE
28685
0
0
Edwards Lifesciences Corp
Equities
28176E108
247
1124
SH
SOLE
1124
0
0
Total Sa
Equities
89151E109
412
7921
SH
SOLE
7921
0
0
AT&T Inc
Equities
00206R102
2201
58178
SH
SOLE
58178
0
0
AbbVie Inc
Equities
00287Y109
544
7180
SH
SOLE
7180
0
0
Alibaba Group Holding Ltd ADR
Equities
01609W102
314
1880
SH
SOLE
1880
0
0
Alphabet Inc C
Equities
02079K107
1160
952
SH
SOLE
952
0
0
Alphabet Inc A
Equities
02079K305
5368
4396
SH
SOLE
4396
0
0
Altria Group Inc
Equities
02209S103
228
5564
SH
SOLE
5564
0
0
Cisco Systems Inc
Equities
17275R102
4834
97840
SH
SOLE
97840
0
0
Comcast Corp Class A
Equities
20030N101
1868
41429
SH
SOLE
41429
0
0
ConocoPhillips
Equities
20825C104
234
4104
SH
SOLE
4104
0
0
Dominion Resources Inc
Equities
25746U109
1637
20199
SH
SOLE
20199
0
0
Dupont De Nemours Inc
Equities
26614N102
205
2881
SH
SOLE
2881
0
0
Exelon Corp
Equities
30161N101
201
4171
SH
SOLE
4171
0
0
Exxon Mobil Corp
Equities
30231G102
1535
21734
SH
SOLE
21734
0
0
Facebook Inc A
Equities
30303M102
1093
6136
SH
SOLE
6136
0
0
FedEx Corp
Equities
31428X106
1386
9518
SH
SOLE
9518
0
0
General Motors Co
Equities
37045V100
441
11762
SH
SOLE
11762
0
0
Goldman Sachs Group Inc
Equities
38141G104
514
2480
SH
SOLE
2480
0
0
HP Inc
Equities
40434L105
224
11861
SH
SOLE
11861
0
0
Invesco PA Value Muni Income Trust
Equities
46132K109
303
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
1254
20536
SH
SOLE
20536
0
0
iShares Core MSCI Emerging Markets ETF
Equities
46434G103
324
6602
SH
SOLE
6602
0
0
JPMorgan Chase & Co
Equities
46625H100
5215
44307
SH
SOLE
44307
0
0
M&T Bank Corp
Equities
55261F104
676
4280
SH
SOLE
4280
0
0
Marathon Petroleum Corp
Equities
56585A102
203
3336
SH
SOLE
3336
0
0
Merck & Co Inc
Equities
58933Y105
3229
38360
SH
SOLE
38360
0
0
NextEra Energy Inc
Equities
65339F101
1163
4992
SH
SOLE
4992
0
0
Novartis Ag
Equities
66987V109
1419
16328
SH
SOLE
16328
0
0
NVIDIA Corp
Equities
67066G104
715
4109
SH
SOLE
4109
0
0
Oracle Corp
Equities
68389X105
2521
45804
SH
SOLE
45804
0
0
PPL Corp
Equities
69351T106
2148
68214
SH
SOLE
68214
0
0
PayPal Holdings Inc
Equities
70450Y103
321
3095
SH
SOLE
3095
0
0
SPDR S&P 500 ETF
Equities
78462F103
387
1304
SH
SOLE
1304
0
0
SPDR S&P Dividend ETF
Equities
78464A763
783
7635
SH
SOLE
7635
0
0
SPDR S&P MidCap 400 ETF
Equities
78467Y107
429
1217
SH
SOLE
1217
0
0
UnitedHealth Group Inc
Equities
91324P102
1449
6668
SH
SOLE
6668
0
0
Verizon Communications Inc
Equities
92343V104
3771
62478
SH
SOLE
62478
0
0
Vertex Pharmaceuticals Inc
Equities
92532F100
226
1336
SH
SOLE
1336
0
0
Visa Inc Class A
Equities
92826C839
2021
11747
SH
SOLE
11747
0
0
Zimmer Biomet Holdings Inc
Equities
98956P102
217
1580
SH
SOLE
1580
0
0
Accenture PLC A
Equities
G1151C101
665
3456
SH
SOLE
3456
0
0
Ingersoll-Rand PLC
Equities
G47791101
212
1718
SH
SOLE
1718
0
0
Medtronic PLC
Equities
G5960L103
342
3151
SH
SOLE
3151
0
0