Chief Compliance Officer

0001673954-22-000003.txt : 20220415 0001673954-22-000003.hdr.sgml : 20220415 20220414181823 ACCESSION NUMBER: 0001673954-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220415 DATE AS OF CHANGE: 20220414 EFFECTIVENESS DATE: 20220415 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: 22828595 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 03-31-2022 03-31-2022 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) 775-8662 CHARLES EBERLY HARRISBURG PA 04-14-2022 0 156 284843 false INFORMATION TABLE 2 13FSevenBridgeQ12022.xml Aflac Inc COM 001055102 307 4769 SH SOLE 0 0 4769 Abbott Laboratories COM 002824100 3993 33740 SH SOLE 0 0 33740 Advanced Micro Devic COM 007903107 243 2219 SH SOLE 0 0 2219 Air Products & Chemicals Inc COM 009158106 3275 13103 SH SOLE 0 0 13103 Amazon.com Inc COM 023135106 9702 2976 SH SOLE 0 0 2976 American Express Co COM 025816109 201 1076 SH SOLE 0 0 1076 Amgen Inc COM 031162100 3893 16100 SH SOLE 0 0 16100 Analog Devices Inc COM 032654105 812 4913 SH SOLE 0 0 4913 Anthem Inc COM 036752103 220 448 SH SOLE 0 0 448 Apple Inc COM 037833100 25373 145312 SH SOLE 0 0 145312 Applied Materials Inc COM 038222105 859 6520 SH SOLE 0 0 6520 Automatic Data Processing Inc COM 053015103 438 1927 SH SOLE 0 0 1927 BP PLC ADR SPONSORED ADR 055622104 206 6993 SH SOLE 0 0 6993 Bank of America Corporation COM 060505104 5788 140407 SH SOLE 0 0 140407 Becton Dickinson and Co COM 075887109 3890 14622 SH SOLE 0 0 14622 Berkshire Hathaway COM 084670702 390 1106 SH SOLE 0 0 1106 Boeing Co COM 097023105 247 1290 SH SOLE 0 0 1290 Bristol-Myers Squibb Company COM 110122108 2487 34048 SH SOLE 0 0 34048 Brown & Brown Inc COM 115236101 354 4898 SH SOLE 0 0 4898 Brown-Forman Corp CL B 115637209 255 3802 SH SOLE 0 0 3802 Cabot Oil & Gas Corp COM 127097103 338 12545 SH SOLE 0 0 12545 Carlisle Companies Inc COM 142339100 915 3719 SH SOLE 0 0 3719 Caterpillar Inc COM 149123101 1044 4685 SH SOLE 0 0 4685 Chevron Corp COM 166764100 1885 11579 SH SOLE 0 0 11579 Citigroup Inc COM NEW 172967424 839 15711 SH SOLE 0 0 15711 Citizens Financial Group Inc COM 174610105 986 21752 SH SOLE 0 0 21752 Clorox Co COM 189054109 203 1457 SH SOLE 0 0 1457 Coca-Cola Co COM 191216100 453 7313 SH SOLE 0 0 7313 Colgate-Palmolive Co COM 194162103 237 3126 SH SOLE 0 0 3126 Cummins Inc COM 231021106 736 3588 SH SOLE 0 0 3588 Walt Disney Co COM 254687106 3460 25224 SH SOLE 0 0 25224 Discover Financial Services COM 254709108 308 2798 SH SOLE 0 0 2798 Dow Chemical Co COM 260557103 313 4911 SH SOLE 0 0 4911 Emerson Electric Co COM 291011104 704 7184 SH SOLE 0 0 7184 General Dynamics Corp COM 369550108 2383 9879 SH SOLE 0 0 9879 General Mills Inc COM 370334104 1021 15083 SH SOLE 0 0 15083 The Hershey Co COM 427866108 7167 33086 SH SOLE 0 0 33086 The Home Depot Inc COM 437076102 601 2007 SH SOLE 0 0 2007 Honeywell International Inc COM 438516106 2543 13071 SH SOLE 0 0 13071 Illinois Tool Works Inc COM 452308109 349 1665 SH SOLE 0 0 1665 Intel Corp COM 458140100 1767 35654 SH SOLE 0 0 35654 International Business Machines Corp COM 459200101 939 7220 SH SOLE 0 0 7220 iShares Core S&P 500 CORE S&P500 ETF 464287200 463 1020 SH SOLE 0 0 1020 iShares 1-3 Year Treasury Bond 1 3 YR TREAS BD 464287457 1497 17962 SH SOLE 0 0 17962 iShares Core S&P Mid-Cap CORE S&P MCP ETF 464287507 2328 8674 SH SOLE 0 0 8674 iShares Core S&P 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Stanley COM NEW 617446448 1294 14803 SH SOLE 0 0 14803 Newmont Mining Corp COM 651639106 971 12220 SH SOLE 0 0 12220 Nike Inc B CL B 654106103 1369 10174 SH SOLE 0 0 10174 Norfolk Southern Corp COM 655844108 4033 14140 SH SOLE 0 0 14140 Nuveen AMT-Free Quality Muni Inc COM 670657105 443 33717 SH SOLE 0 0 33717 Nuveen PA Quality Muni Inc COM 670972108 497 36831 SH SOLE 0 0 36831 Old Dominion Freight Lines Inc COM 679580100 505 1692 SH SOLE 0 0 1692 PNC Financial Services Group Inc COM 693475105 2895 15696 SH SOLE 0 0 15696 PPG Industries Inc COM 693506107 643 4905 SH SOLE 0 0 4905 Paychex Inc COM 704326107 411 3008 SH SOLE 0 0 3008 PepsiCo Inc COM 713448108 6024 35990 SH SOLE 0 0 35990 Pfizer Inc COM 717081103 4979 96169 SH SOLE 0 0 96169 Philip Morris International Inc COM 718172109 302 3216 SH SOLE 0 0 3216 Phillips 66 COM 718546104 2193 25390 SH SOLE 0 0 25390 Procter & Gamble Co COM 742718109 4198 27474 SH SOLE 0 0 27474 Progressive Corp COM 743315103 287 2515 SH SOLE 0 0 2515 QUALCOMM Inc COM 747525103 944 6177 SH SOLE 0 0 6177 SHELL ADR EACH REP 2 ORD WI SPON ADR 780259305 302 5501 SH SOLE 0 0 5501 SAP SE ADR SPON ADR 803054204 347 3129 SH SOLE 0 0 3129 Schwab US Large-Cap Growth ETF US LCAP GR ETF 808524300 430 5753 SH SOLE 0 0 5753 Schwab US Dividend Equity ETF US DIVIDEND EQ 808524797 7068 89596 SH SOLE 0 0 89596 Schwab International INTL EQTY ETF 808524805 345 9399 SH SOLE 0 0 9399 Sherwin-Williams Co COM 824348106 731 2930 SH SOLE 0 0 2930 Snowflake Cl A Ord CL A 833445109 290 1265 SH SOLE 0 0 1265 Southern Co COM 842587107 1547 21331 SH SOLE 0 0 21331 Starbucks Corp COM 855244109 619 6807 SH SOLE 0 0 6807 Stryker Corp COM 863667101 331 1238 SH SOLE 0 0 1238 Sysco Corp COM 871829107 584 7155 SH SOLE 0 0 7155 Taiwan Semiconductor Manufacturing Co Ltd SPONSORED ADS 874039100 221 2123 SH SOLE 0 0 2123 Texas Instruments Inc COM 882508104 1058 5764 SH SOLE 0 0 5764 Toyota Motor Corporation Ads SP ADR REP2COM 892331307 253 1403 SH SOLE 0 0 1403 US Bancorp COM NEW 902973304 1436 27016 SH SOLE 0 0 27016 Unilever PLC ADR SPON ADR NEW 904767704 1568 34406 SH SOLE 0 0 34406 Union Pacific Corp COM 907818108 1262 4618 SH SOLE 0 0 4618 United Parcel Service Inc Class B CL B 911312106 1660 7742 SH SOLE 0 0 7742 VF Corp COM 918204108 200 3518 SH SOLE 0 0 3518 Vanguard FTSE Developed Markets ETF FTSE DEV MKT ETF 921943858 230 4784 SH SOLE 0 0 4784 Vulcan Materials Co COM 929160109 485 2642 SH SOLE 0 0 2642 Wal-Mart Stores Inc COM 931142103 3663 24598 SH SOLE 0 0 24598 AT&T Inc COM 00206R102 711 30071 SH SOLE 0 0 30071 AbbVie Inc COM 00287Y109 1868 11521 SH SOLE 0 0 11521 Alphabet Inc C CAP STK CL C 02079K107 2695 965 SH SOLE 0 0 965 Alphabet Inc A CAP STK CL A 02079K305 12324 4431 SH SOLE 0 0 4431 Altria Group Inc COM 02209S103 288 5519 SH SOLE 0 0 5519 Broadcom Ltd COM 11135F101 453 720 SH SOLE 0 0 720 Cheniere Energy Inc COM NEW 16411R208 201 1450 SH SOLE 0 0 1450 Cisco Systems Inc COM 17275R102 5329 95569 SH SOLE 0 0 95569 Comcast Corp Class A CL A 20030N101 1891 40394 SH SOLE 0 0 40394 Diamondback Energy COM 25278X109 614 4476 SH SOLE 0 0 4476 Dominion Resources Inc COM 25746U109 1624 19110 SH SOLE 0 0 19110 Duke Energy Corp COM NEW 26441C204 598 5353 SH SOLE 0 0 5353 Edwards Lifesciences Corp COM 28176E108 366 3109 SH SOLE 0 0 3109 Enbridge Inc Com COM 29250N105 451 9790 SH SOLE 0 0 9790 Exxon Mobil Corp COM 30231G102 2982 36102 SH SOLE 0 0 36102 Facebook Inc A CL A 30303M102 1073 4827 SH SOLE 0 0 4827 FedEx Corp COM 31428X106 2635 11389 SH SOLE 0 0 11389 General Motors Co COM 37045V100 461 10530 SH SOLE 0 0 10530 GlaxoSmithKline PLC ADR SPONSORED ADR 37733W105 225 5167 SH SOLE 0 0 5167 Goldman Sachs Group Inc COM 38141G104 827 2505 SH SOLE 0 0 2505 Invesco PA Value Muni Income Trust COM 46132K109 498 42658 SH SOLE 0 0 42658 Invitae Corp COM 46185L103 321 40220 SH SOLE 0 0 40220 iShares Core MSCI EAFE CORE MSCI EAFE 46432F842 324 4659 SH SOLE 0 0 4659 iShares Core MSCI Emerging Markets ETF CORE MSCI EMKT 46434G103 287 5159 SH SOLE 0 0 5159 iShares Core MSCI Europe ETF CORE MSCI EURO 46434V738 239 4479 SH SOLE 0 0 4479 JPMorgan Chase & Co COM 46625H100 5776 42369 SH SOLE 0 0 42369 M&T Bank Corp COM 55261F104 544 3210 SH SOLE 0 0 3210 Merck & Co Inc COM 58933Y105 3946 48093 SH SOLE 0 0 48093 MODERNA INC COM 60770K107 1313 7621 SH SOLE 0 0 7621 NextEra Energy Inc COM 65339F101 1599 18882 SH SOLE 0 0 18882 Northern Dynasty Minerals Ltd COM NEW 66510M204 11 27387 SH SOLE 0 0 27387 Novartis Ag SPONSORED ADR 66987V109 1268 14455 SH SOLE 0 0 14455 NVIDIA Corp COM 67066G104 2212 8105 SH SOLE 0 0 8105 Nuveen AMT-Free Muni Credit Inc COM 67071L106 158 10709 SH SOLE 0 0 10709 Oracle Corp COM 68389X105 3738 45185 SH SOLE 0 0 45185 PPL Corp COM 69351T106 1792 62762 SH SOLE 0 0 62762 PayPal Holdings Inc COM 70450Y103 484 4183 SH SOLE 0 0 4183 Raytheon Technologies Ord COM 75513E101 2495 25184 SH SOLE 0 0 25184 Regeneron Pharmaceuticals Inc COM 75886F107 969 1387 SH SOLE 0 0 1387 SPDR S&P 500 ETF TR UNIT 78462F103 374 828 SH SOLE 0 0 828 SPDR Gold Shares GOLD SHS 78463V107 4192 23205 SH SOLE 0 0 23205 SPDR S&P Dividend ETF S&P DIVID ETF 78464A763 834 6510 SH SOLE 0 0 6510 SPDR S&P MidCap 400 ETF UTSER1 S&PDCRP 78467Y107 450 917 SH SOLE 0 0 917 Target Corp COM 87612E106 5402 25452 SH SOLE 0 0 25452 Tenaris SA ADR SPONSORED ADS 88031M109 709 23581 SH SOLE 0 0 23581 Tesla Motors Inc COM 88160R101 222 206 SH SOLE 0 0 206 Truist Finl Corp Com COM 89832Q109 309 5451 SH SOLE 0 0 5451 Uber Technologies Inc COM 90353T100 1161 32535 SH SOLE 0 0 32535 UnitedHealth Group Inc COM 91324P102 3293 6458 SH SOLE 0 0 6458 Verizon Communications Inc COM 92343V104 3267 64134 SH SOLE 0 0 64134 Vertex Pharmaceuticals Inc COM 92532F100 378 1450 SH SOLE 0 0 1450 Visa Inc Class A COM CL A 92826C839 2809 12664 SH SOLE 0 0 12664 Zimmer Biomet Holdings Inc COM 98956P102 424 3317 SH SOLE 0 0 3317 Accenture PLC A SHS CLASS A G1151C101 1076 3192 SH SOLE 0 0 3192 Eaton Corp PLC SHS G29183103 469 3091 SH SOLE 0 0 3091 Medtronic PLC SHS G5960L103 1242 11192 SH SOLE 0 0 11192 Crispr Therapeutics NAMEN AKT H17182108 312 4969 SH SOLE 0 0 4969