Chief Compliance Officer

0001673954-22-000004.txt : 20220712 0001673954-22-000004.hdr.sgml : 20220712 20220711175220 ACCESSION NUMBER: 0001673954-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220712 DATE AS OF CHANGE: 20220711 EFFECTIVENESS DATE: 20220712 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: 221077824 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 06-30-2022 06-30-2022 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 07-11-2022 0 142 247320 false INFORMATION TABLE 2 13FSevenBridgeQ22022.xml Aflac Inc Equities 001055102 255 4616 SH SOLE 0 0 4616 Abbott Laboratories Equities 002824100 3721 34244 SH SOLE 0 0 34244 Advanced Micro Devic Equities 007903107 218 2847 SH SOLE 0 0 2847 Air Products & Chemicals Inc Equities 009158106 3278 13631 SH SOLE 0 0 13631 Amazon.com Inc Equities 023135106 6389 60151 SH SOLE 0 0 60151 Amgen Inc Equities 031162100 3845 15804 SH SOLE 0 0 15804 Analog Devices Inc Equities 032654105 701 4796 SH SOLE 0 0 4796 Anthem Inc Equities 036752103 277 573 SH SOLE 0 0 573 Apple Inc Equities 037833100 19942 145857 SH SOLE 0 0 145857 Applied Materials Inc Equities 038222105 493 5419 SH SOLE 0 0 5419 Automatic Data Processing Inc Equities 053015103 405 1927 SH SOLE 0 0 1927 Bank of America Corporation Equities 060505104 4485 144073 SH SOLE 0 0 144073 Becton Dickinson and Co Equities 075887109 3610 14644 SH SOLE 0 0 14644 Berkshire Hathaway Equities 084670702 262 961 SH SOLE 0 0 961 Bristol-Myers Squibb Company Equities 110122108 2575 33447 SH SOLE 0 0 33447 Brown & Brown Inc Equities 115236101 405 6948 SH SOLE 0 0 6948 Brown-Forman Corp Equities 115637209 267 3802 SH SOLE 0 0 3802 Cabot Oil & Gas Corp Equities 127097103 243 9420 SH SOLE 0 0 9420 Carlisle Companies Inc Equities 142339100 887 3719 SH SOLE 0 0 3719 Caterpillar Inc Equities 149123101 875 4894 SH SOLE 0 0 4894 Chevron Corp Equities 166764100 1644 11357 SH SOLE 0 0 11357 Citigroup Inc Equities 172967424 582 12662 SH SOLE 0 0 12662 Citizens Financial Group Inc Equities 174610105 1263 35397 SH SOLE 0 0 35397 Clorox Co Equities 189054109 341 2416 SH SOLE 0 0 2416 Coca-Cola Co Equities 191216100 434 6903 SH SOLE 0 0 6903 Colgate-Palmolive Co Equities 194162103 358 4472 SH SOLE 0 0 4472 Cummins Inc Equities 231021106 667 3446 SH SOLE 0 0 3446 Walt Disney Co Equities 254687106 2505 26541 SH SOLE 0 0 26541 Discover Financial Services Equities 254709108 246 2598 SH SOLE 0 0 2598 Dow Chemical Co Equities 260557103 259 5011 SH SOLE 0 0 5011 Emerson Electric Co Equities 291011104 571 7184 SH SOLE 0 0 7184 General Dynamics Corp Equities 369550108 2187 9886 SH SOLE 0 0 9886 General Mills Inc Equities 370334104 1146 15188 SH SOLE 0 0 15188 The Hershey Co Equities 427866108 6948 32294 SH SOLE 0 0 32294 The Home Depot Inc Equities 437076102 665 2423 SH SOLE 0 0 2423 Honeywell International Inc Equities 438516106 2245 12919 SH SOLE 0 0 12919 Illinois Tool Works Inc Equities 452308109 297 1631 SH SOLE 0 0 1631 Intel Corp Equities 458140100 1305 34896 SH SOLE 0 0 34896 International Business Machines Corp Equities 459200101 970 6872 SH SOLE 0 0 6872 iShares 1-3 Year Treasury Bond Equities 464287457 1194 14417 SH SOLE 0 0 14417 iShares Core S&P Mid-Cap Equities 464287507 1780 7870 SH SOLE 0 0 7870 iShares Core S&P Small-Cap Equities 464287804 3475 37601 SH SOLE 0 0 37601 iShares National Muni Bond ETF Equities 464288414 313 2945 SH SOLE 0 0 2945 Johnson & Johnson Equities 478160104 7499 42244 SH SOLE 0 0 42244 Kellogg Co Equities 487836108 214 3003 SH SOLE 0 0 3003 Kimberly-Clark Corp Equities 494368103 1595 11800 SH SOLE 0 0 11800 L3Harris Technologies Ord Equities 502431109 627 2595 SH SOLE 0 0 2595 Eli Lilly and Co Equities 532457108 525 1619 SH SOLE 0 0 1619 Lockheed Martin Corp Equities 539830109 2337 5436 SH SOLE 0 0 5436 Lowe s Companies Inc Equities 548661107 688 3936 SH SOLE 0 0 3936 McDonald s Corp Equities 580135101 1531 6200 SH SOLE 0 0 6200 Microsoft Corp Equities 594918104 14078 54813 SH SOLE 0 0 54813 Mondelez International Inc Class A Equities 609207105 1508 24287 SH SOLE 0 0 24287 Morgan Stanley Equities 617446448 1113 14639 SH SOLE 0 0 14639 Nestle SA ADR Equities 641069406 2457 21111 SH SOLE 0 0 21111 Newmont Mining Corp Equities 651639106 676 11325 SH SOLE 0 0 11325 Nike Inc B Equities 654106103 1047 10244 SH SOLE 0 0 10244 Norfolk Southern Corp Equities 655844108 3186 14018 SH SOLE 0 0 14018 Old Dominion Freight Lines Inc Equities 679580100 432 1687 SH SOLE 0 0 1687 PNC Financial Services Group Inc Equities 693475105 2640 16731 SH SOLE 0 0 16731 PPG Industries Inc Equities 693506107 546 4778 SH SOLE 0 0 4778 Paychex Inc Equities 704326107 343 3008 SH SOLE 0 0 3008 PepsiCo Inc Equities 713448108 5901 35408 SH SOLE 0 0 35408 Pfizer Inc Equities 717081103 5033 95998 SH SOLE 0 0 95998 Philip Morris International Inc Equities 718172109 318 3216 SH SOLE 0 0 3216 Phillips 66 Equities 718546104 2034 24814 SH SOLE 0 0 24814 Procter & Gamble Co Equities 742718109 3859 26835 SH SOLE 0 0 26835 Progressive Corp Equities 743315103 205 1765 SH SOLE 0 0 1765 QUALCOMM Inc Equities 747525103 962 7532 SH SOLE 0 0 7532 Roche Holding AG ADR Equities 771195104 2185 52375 SH SOLE 0 0 52375 SHELL ADR EACH REP 2 ORD WI Equities 780259305 277 5301 SH SOLE 0 0 5301 SAP SE ADR Equities 803054204 482 5314 SH SOLE 0 0 5314 Schlumberger Ltd Equities 806857108 211 5903 SH SOLE 0 0 5903 Schwab US Large-Cap Growth ETF Equities 808524300 374 6444 SH SOLE 0 0 6444 Schwab US Dividend Equity ETF Equities 808524797 6773 94550 SH SOLE 0 0 94550 Schwab International Equities 808524805 211 6710 SH SOLE 0 0 6710 Sherwin-Williams Co Equities 824348106 661 2954 SH SOLE 0 0 2954 A.O. Smith Corp Equities 831865209 238 4346 SH SOLE 0 0 4346 Southern Co Equities 842587107 1526 21400 SH SOLE 0 0 21400 Stanley Black & Decker Inc Equities 854502101 219 2093 SH SOLE 0 0 2093 Starbucks Corp Equities 855244109 801 10489 SH SOLE 0 0 10489 Stryker Corp Equities 863667101 246 1238 SH SOLE 0 0 1238 Sysco Corp Equities 871829107 606 7155 SH SOLE 0 0 7155 Texas Instruments Inc Equities 882508104 952 6195 SH SOLE 0 0 6195 Toyota Motor Corporation Ads Equities 892331307 216 1403 SH SOLE 0 0 1403 US Bancorp Equities 902973304 1142 24814 SH SOLE 0 0 24814 Unilever PLC ADR Equities 904767704 1567 34199 SH SOLE 0 0 34199 Union Pacific Corp Equities 907818108 985 4618 SH SOLE 0 0 4618 United Parcel Service Inc Class B Equities 911312106 1422 7789 SH SOLE 0 0 7789 Vulcan Materials Co Equities 929160109 341 2399 SH SOLE 0 0 2399 Wal-Mart Stores Inc Equities 931142103 3004 24706 SH SOLE 0 0 24706 Raytheon Technologies Ord Equities 75513E901 2466 25655 SH SOLE 0 0 25655 Target Corp Equities 87612E106 3653 25867 SH SOLE 0 0 25867 Edwards Lifesciences Corp Equities 28176E108 289 3034 SH SOLE 0 0 3034 Total Sa Equities 89151E109 244 4628 SH SOLE 0 0 4628 AT&T Inc Equities 00206R102 616 29375 SH SOLE 0 0 29375 AbbVie Inc Equities 00287Y109 1763 11508 SH SOLE 0 0 11508 Alphabet Inc C Equities 02079K107 2012 920 SH SOLE 0 0 920 Alphabet Inc A Equities 02079K305 9837 4514 SH SOLE 0 0 4514 BlackRock Inc Equities 09247X101 236 387 SH SOLE 0 0 387 Broadcom Ltd Equities 11135F101 303 623 SH SOLE 0 0 623 Cisco Systems Inc Equities 17275R102 4120 96629 SH SOLE 0 0 96629 Comcast Corp Class A Equities 20030N101 1546 39400 SH SOLE 0 0 39400 Diamondback Energy Equities 25278X109 671 5536 SH SOLE 0 0 5536 Dominion Resources Inc Equities 25746U109 1459 18280 SH SOLE 0 0 18280 Duke Energy Corp Equities 26441C204 648 6048 SH SOLE 0 0 6048 Enbridge Inc Com Equities 29250N105 428 10130 SH SOLE 0 0 10130 EPAM Systems Inc Equities 29414B104 345 1172 SH SOLE 0 0 1172 Exxon Mobil Corp Equities 30231G102 3152 36809 SH SOLE 0 0 36809 Meta Platforms Inc Class A Equities 30303M102 1138 7059 SH SOLE 0 0 7059 FedEx Corp Equities 31428X106 2565 11314 SH SOLE 0 0 11314 GXO Logistics Inc Equities 36262G101 252 5826 SH SOLE 0 0 5826 Goldman Sachs Group Inc Equities 38141G104 932 3137 SH SOLE 0 0 3137 Invitae Corp Equities 46185L103 94 38599 SH SOLE 0 0 38599 iShares Core MSCI Emerging Markets ETF Equities 46434G103 215 4382 SH SOLE 0 0 4382 iShares Core MSCI Europe ETF Equities 46434V738 201 4479 SH SOLE 0 0 4479 JPMorgan Chase & Co Equities 46625H100 4860 43162 SH SOLE 0 0 43162 M&T Bank Corp Equities 55261F104 446 2800 SH SOLE 0 0 2800 Merck & Co Inc Equities 58933Y105 4319 47369 SH SOLE 0 0 47369 NextEra Energy Inc Equities 65339F101 1416 18278 SH SOLE 0 0 18278 Northern Dynasty Minerals Ltd Equities 66510M204 8 31452 SH SOLE 0 0 31452 Novartis Ag Equities 66987V109 1223 14467 SH SOLE 0 0 14467 NVIDIA Corp Equities 67066G104 1189 7845 SH SOLE 0 0 7845 Oracle Corp Equities 68389X105 3189 45635 SH SOLE 0 0 45635 PPL Corp Equities 69351T106 1584 58397 SH SOLE 0 0 58397 PayPal Holdings Inc Equities 70450Y103 269 3850 SH SOLE 0 0 3850 Regeneron Pharmaceuticals Inc Equities 75886F107 570 965 SH SOLE 0 0 965 SPDR S&P 500 ETF Equities 78462F103 312 828 SH SOLE 0 0 828 SPDR Gold Shares Equities 78463V107 3731 22145 SH SOLE 0 0 22145 SPDR S&P Dividend ETF Equities 78464A763 773 6517 SH SOLE 0 0 6517 SPDR S&P MidCap 400 ETF Equities 78467Y107 379 917 SH SOLE 0 0 917 Truist Finl Corp Com Equities 89832Q109 253 5339 SH SOLE 0 0 5339 Uber Technologies Inc Equities 90353T100 1010 49365 SH SOLE 0 0 49365 UnitedHealth Group Inc Equities 91324P102 3243 6314 SH SOLE 0 0 6314 Verizon Communications Inc Equities 92343V104 3210 63245 SH SOLE 0 0 63245 Vertex Pharmaceuticals Inc Equities 92532F100 383 1360 SH SOLE 0 0 1360 Visa Inc Class A Equities 92826C839 2419 12286 SH SOLE 0 0 12286 Zimmer Biomet Holdings Inc Equities 98956P102 342 3251 SH SOLE 0 0 3251 Accenture PLC A Equities G1151C101 878 3162 SH SOLE 0 0 3162 Eaton Corp PLC Equities G29183103 389 3091 SH SOLE 0 0 3091 Medtronic PLC Equities G5960L103 1068 11900 SH SOLE 0 0 11900 Crispr Therapeutics Equities H17182108 351 5776 SH SOLE 0 0 5776