0001673954-21-000002.txt : 20210420
0001673954-21-000002.hdr.sgml : 20210420
20210419174953
ACCESSION NUMBER: 0001673954-21-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210420
DATE AS OF CHANGE: 20210419
EFFECTIVENESS DATE: 20210420
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: 21835652
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
03-31-2021
03-31-2021
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
Denver
CO
04-19-2021
0
155
274839
false
INFORMATION TABLE
2
13FSevenBridgeQ12021.xml
Analog Devices Inc
Equities
032654105
988
6368
SH
SOLE
6368
0
0
Applied Materials Inc
Equities
038222105
1016
7606
SH
SOLE
7606
0
0
Cummins Inc
Equities
231021106
1021
3941
SH
SOLE
3941
0
0
Texas Instruments Inc
Equities
882508104
1035
5476
SH
SOLE
5476
0
0
Union Pacific Corp
Equities
907818108
1077
4888
SH
SOLE
4888
0
0
Teradyne Inc
Equities
880770102
1079
8866
SH
SOLE
8866
0
0
PPG Industries Inc
Equities
693506107
1121
7462
SH
SOLE
7462
0
0
Chevron Corp
Equities
166764100
1141
10888
SH
SOLE
10888
0
0
Lam Research Corp
Equities
512807108
1166
1958
SH
SOLE
1958
0
0
AbbVie Inc
Equities
00287Y109
1176
10869
SH
SOLE
10869
0
0
PayPal Holdings Inc
Equities
70450Y103
1192
4908
SH
SOLE
4908
0
0
Caterpillar Inc
Equities
149123101
1247
5377
SH
SOLE
5377
0
0
Morgan Stanley
Equities
617446448
1274
16406
SH
SOLE
16406
0
0
United Parcel Service Inc Class B
Equities
911312106
1305
7678
SH
SOLE
7678
0
0
Novartis Ag
Equities
66987V109
1316
15394
SH
SOLE
15394
0
0
International Business Machines Corp
Equities
459200101
1324
9934
SH
SOLE
9934
0
0
Mondelez International Inc Class A
Equities
609207105
1369
23388
SH
SOLE
23388
0
0
Kimberly-Clark Corp
Equities
494368103
1374
9879
SH
SOLE
9879
0
0
iShares Core S&P 500
Equities
464287200
1376
3459
SH
SOLE
3459
0
0
Southern Co
Equities
842587107
1381
22217
SH
SOLE
22217
0
0
Microsoft Corp
Equities
594918104
13901
58960
SH
SOLE
58960
0
0
Diamondback Energy
Equities
25278X109
1442
19619
SH
SOLE
19619
0
0
NextEra Energy Inc
Equities
65339F101
1448
19152
SH
SOLE
19152
0
0
McDonald s Corp
Equities
580135101
1449
6466
SH
SOLE
6466
0
0
Nike Inc B
Equities
654106103
1469
11056
SH
SOLE
11056
0
0
US Bancorp
Equities
902973304
1519
27463
SH
SOLE
27463
0
0
AT&T Inc
Equities
00206R102
1617
53418
SH
SOLE
53418
0
0
Uber Technologies Inc
Equities
90353T100
1632
29937
SH
SOLE
29937
0
0
Exxon Mobil Corp
Equities
30231G102
1683
30152
SH
SOLE
30152
0
0
iShares 1-3 Year Treasury Bond
Equities
464287457
1699
19697
SH
SOLE
19697
0
0
Dominion Resources Inc
Equities
25746U109
1747
22993
SH
SOLE
22993
0
0
General Motors Co
Equities
37045V100
1766
30736
SH
SOLE
30736
0
0
Fulton Financial Corp
Equities
360271100
181
10618
SH
SOLE
10618
0
0
Apple Inc
Equities
037833100
18245
149368
SH
SOLE
149368
0
0
General Dynamics Corp
Equities
369550108
1870
10299
SH
SOLE
10299
0
0
iShares Core MSCI EAFE
Equities
46432F842
1924
26707
SH
SOLE
26707
0
0
NVIDIA Corp
Equities
67066G104
1947
3647
SH
SOLE
3647
0
0
Raytheon Technologies Ord
Equities
75513E101
1978
25593
SH
SOLE
25593
0
0
Unilever PLC ADR
Equities
904767704
2020
36173
SH
SOLE
36173
0
0
BIONTECH SE ADR
Equities
09075V102
2028
18570
SH
SOLE
18570
0
0
Editas Medicine Inc
Equities
28106W103
203
4842
SH
SOLE
4842
0
0
BlackRock Inc
Equities
09247X101
204
270
SH
SOLE
270
0
0
Lockheed Martin Corp
Equities
539830109
2053
5557
SH
SOLE
5557
0
0
Taiwan Semiconductor Manufacturing Co Ltd
Equities
874039100
207
1754
SH
SOLE
1754
0
0
Zimmer Biomet Holdings Inc
Equities
98956P102
211
1320
SH
SOLE
1320
0
0
PPL Corp
Equities
69351T106
2124
73657
SH
SOLE
73657
0
0
MODERNA INC
Equities
60770K107
213
1627
SH
SOLE
1627
0
0
Alphabet Inc C
Equities
02079K107
2156
1042
SH
SOLE
1042
0
0
Toyota Motor Corporation Ads
Equities
892331307
219
1403
SH
SOLE
1403
0
0
Altria Group Inc
Equities
02209S103
220
4295
SH
SOLE
4295
0
0
Trane Technologies PLC
Equities
G8994E103
220
1331
SH
SOLE
1331
0
0
Ollie s Bargain Outlet Holdings Inc
Equities
681116109
222
2555
SH
SOLE
2555
0
0
Schlumberger Ltd
Equities
806857108
222
8183
SH
SOLE
8183
0
0
Phillips 66
Equities
718546104
2256
27666
SH
SOLE
27666
0
0
Brown & Brown Inc
Equities
115236101
228
4978
SH
SOLE
4978
0
0
Kellogg Co
Equities
487836108
230
3630
SH
SOLE
3630
0
0
Vanguard FTSE Developed Markets ETF
Equities
921943858
233
4742
SH
SOLE
4742
0
0
iShares Core S&P Mid-Cap
Equities
464287507
2350
9029
SH
SOLE
9029
0
0
iShares MBS
Equities
464288588
238
2196
SH
SOLE
2196
0
0
Bristol-Myers Squibb Company
Equities
110122108
2402
38044
SH
SOLE
38044
0
0
GlaxoSmithKline PLC ADR
Equities
37733W105
250
7014
SH
SOLE
7014
0
0
Royal Dutch Shell PLC
Equities
780259206
251
6409
SH
SOLE
6409
0
0
Facebook Inc A
Equities
30303M102
2528
8584
SH
SOLE
8584
0
0
Comcast Corp Class A
Equities
20030N101
2550
47132
SH
SOLE
47132
0
0
Stryker Corp
Equities
863667101
256
1051
SH
SOLE
1051
0
0
Anthem Inc
Equities
036752103
256
712
SH
SOLE
712
0
0
UnitedHealth Group Inc
Equities
91324P102
2576
6925
SH
SOLE
6925
0
0
Brown-Forman Corp
Equities
115637209
268
3879
SH
SOLE
3879
0
0
Fate Therapeutics Inc
Equities
31189P102
268
3248
SH
SOLE
3248
0
0
iShares JPMorgan USD Emerg Markets Bond
Equities
464288281
269
2473
SH
SOLE
2473
0
0
Philip Morris International Inc
Equities
718172109
270
3043
SH
SOLE
3043
0
0
Alibaba Group Holding Ltd ADR
Equities
01609W102
272
1201
SH
SOLE
1201
0
0
Colgate-Palmolive Co
Equities
194162103
278
3526
SH
SOLE
3526
0
0
PNC Financial Services Group Inc
Equities
693475105
2820
16078
SH
SOLE
16078
0
0
FedEx Corp
Equities
31428X106
2837
9986
SH
SOLE
9986
0
0
Discover Financial Services
Equities
254709108
286
3007
SH
SOLE
3007
0
0
Aflac Inc
Equities
001055102
286
5594
SH
SOLE
5594
0
0
Automatic Data Processing Inc
Equities
053015103
288
1529
SH
SOLE
1529
0
0
Clorox Co
Equities
189054109
291
1507
SH
SOLE
1507
0
0
Visa Inc Class A
Equities
92826C839
2917
13777
SH
SOLE
13777
0
0
Honeywell International Inc
Equities
438516106
2964
13656
SH
SOLE
13656
0
0
Nuveen AMT-Free Quality Muni Inc
Equities
670657105
299
20205
SH
SOLE
20205
0
0
Paychex Inc
Equities
704326107
299
3054
SH
SOLE
3054
0
0
Invesco PA Value Muni Income Trust
Equities
46132K109
303
23200
SH
SOLE
23200
0
0
Schwab US Broad Market ETF
Equities
808524102
304
3146
SH
SOLE
3146
0
0
VF Corp
Equities
918204108
306
3833
SH
SOLE
3833
0
0
Progressive Corp
Equities
743315103
308
3226
SH
SOLE
3226
0
0
Nuveen PA Quality Muni Inc
Equities
670972108
313
21764
SH
SOLE
21764
0
0
Regeneron Pharmaceuticals Inc
Equities
75886F107
319
674
SH
SOLE
674
0
0
Edwards Lifesciences Corp
Equities
28176E108
322
3846
SH
SOLE
3846
0
0
Oracle Corp
Equities
68389X105
3226
45979
SH
SOLE
45979
0
0
Wal-Mart Stores Inc
Equities
931142103
3280
24147
SH
SOLE
24147
0
0
Illinois Tool Works Inc
Equities
452308109
337
1521
SH
SOLE
1521
0
0
Advanced Micro Devic
Equities
007903107
341
4343
SH
SOLE
4343
0
0
iShares Russell 2000
Equities
464287655
344
1557
SH
SOLE
1557
0
0
Pfizer Inc
Equities
717081103
3459
95483
SH
SOLE
95483
0
0
Becton Dickinson and Co
Equities
075887109
3543
14573
SH
SOLE
14573
0
0
Air Products & Chemicals Inc
Equities
009158106
3580
12724
SH
SOLE
12724
0
0
Invesco S&P 500 Equal Weight ETF
Equities
46137V357
363
2560
SH
SOLE
2560
0
0
Eli Lilly and Co
Equities
532457108
370
1983
SH
SOLE
1983
0
0
Procter & Gamble Co
Equities
742718109
3721
27478
SH
SOLE
27478
0
0
Merck & Co Inc
Equities
58933Y105
3812
49447
SH
SOLE
49447
0
0
Coca-Cola Co
Equities
191216100
385
7303
SH
SOLE
7303
0
0
Abbott Laboratories
Equities
002824100
4055
33841
SH
SOLE
33841
0
0
Norfolk Southern Corp
Equities
655844108
4056
15104
SH
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15104
0
0
Verizon Communications Inc
Equities
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4103
70552
SH
SOLE
70552
0
0
Berkshire Hathaway
Equities
084670702
423
1654
SH
SOLE
1654
0
0
Amgen Inc
Equities
031162100
4270
17163
SH
SOLE
17163
0
0
SPDR Gold Shares
Equities
78463V107
4385
27414
SH
SOLE
27414
0
0
Walt Disney Co
Equities
254687106
4460
24173
SH
SOLE
24173
0
0
Medtronic PLC
Equities
G5960L103
449
3805
SH
SOLE
3805
0
0
Schwab US Mid-Cap ETF
Equities
808524508
467
6274
SH
SOLE
6274
0
0
M&T Bank Corp
Equities
55261F104
472
3115
SH
SOLE
3115
0
0
Vanguard Mid-Cap ETF
Equities
922908629
477
2156
SH
SOLE
2156
0
0
Citizens Financial Group Inc
Equities
174610105
482
10910
SH
SOLE
10910
0
0
Broadcom Ltd
Equities
11135F101
483
1041
SH
SOLE
1041
0
0
Vertex Pharmaceuticals Inc
Equities
92532F100
484
2253
SH
SOLE
2253
0
0
Old Dominion Freight Lines Inc
Equities
679580100
490
2037
SH
SOLE
2037
0
0
PepsiCo Inc
Equities
713448108
4922
34796
SH
SOLE
34796
0
0
Cisco Systems Inc
Equities
17275R102
4941
95544
SH
SOLE
95544
0
0
Truist Finl Corp Com
Equities
89832Q109
503
8632
SH
SOLE
8632
0
0
Newmont Mining Corp
Equities
651639106
533
8845
SH
SOLE
8845
0
0
The Hershey Co
Equities
427866108
5357
33873
SH
SOLE
33873
0
0
iShares Core S&P Small-Cap
Equities
464287804
5394
49701
SH
SOLE
49701
0
0
SPDR S&P 500 ETF
Equities
78462F103
541
1365
SH
SOLE
1365
0
0
Bank of America Corporation
Equities
060505104
5465
141241
SH
SOLE
141241
0
0
Target Corp
Equities
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5547
28007
SH
SOLE
28007
0
0
Sysco Corp
Equities
871829107
571
7247
SH
SOLE
7247
0
0
SPDR S&P MidCap 400 ETF
Equities
78467Y107
579
1217
SH
SOLE
1217
0
0
L3Harris Technologies Ord
Equities
502431109
590
2911
SH
SOLE
2911
0
0
JPMorgan Chase & Co
Equities
46625H100
6520
42832
SH
SOLE
42832
0
0
The Home Depot Inc
Equities
437076102
657
2152
SH
SOLE
2152
0
0
Crispr Therapeutics
Equities
H17182108
667
5475
SH
SOLE
5475
0
0
iShares Core MSCI Emerging Markets ETF
Equities
46434G103
669
10400
SH
SOLE
10400
0
0
Schwab US Large-Cap Growth ETF
Equities
808524300
690
5318
SH
SOLE
5318
0
0
Under Armour Inc A
Equities
904311107
717
32350
SH
SOLE
32350
0
0
Johnson & Johnson
Equities
478160104
7316
44517
SH
SOLE
44517
0
0
Schwab US Dividend Equity ETF
Equities
808524797
7344
100717
SH
SOLE
100717
0
0
Carlisle Companies Inc
Equities
142339100
744
4519
SH
SOLE
4519
0
0
Vulcan Materials Co
Equities
929160109
761
4512
SH
SOLE
4512
0
0
SPDR S&P Dividend ETF
Equities
78464A763
787
6670
SH
SOLE
6670
0
0
Emerson Electric Co
Equities
291011104
794
8798
SH
SOLE
8798
0
0
Starbucks Corp
Equities
855244109
809
7403
SH
SOLE
7403
0
0
Lowe s Companies Inc
Equities
548661107
849
4465
SH
SOLE
4465
0
0
Amazon.com Inc
Equities
023135106
8667
2801
SH
SOLE
2801
0
0
QUALCOMM Inc
Equities
747525103
871
6571
SH
SOLE
6571
0
0
Citigroup Inc
Equities
172967424
882
12119
SH
SOLE
12119
0
0
Goldman Sachs Group Inc
Equities
38141G104
888
2715
SH
SOLE
2715
0
0
Schwab International
Equities
808524805
894
23763
SH
SOLE
23763
0
0
Intel Corp
Equities
458140100
914
14282
SH
SOLE
14282
0
0
Schwab US Large-Cap ETF
Equities
808524201
945
9845
SH
SOLE
9845
0
0
Alphabet Inc A
Equities
02079K305
9591
4650
SH
SOLE
4650
0
0
Sherwin-Williams Co
Equities
824348106
960
1301
SH
SOLE
1301
0
0
General Mills Inc
Equities
370334104
965
15730
SH
SOLE
15730
0
0
Accenture PLC A
Equities
G1151C101
970
3511
SH
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3511
0
0