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Jim Simons

SevenBridge Financial Group, LLC INSTITUTION : SevenBridge Financial Group, LLC
SevenBridge Financial Group, LLC Portfolio (reported on 2020-01-17)
Company (links to holding history) Ticker Value On
2019-12-31
No of Shares % of portfolio
Apple Inc Call Opt 01/20 185.0 01/17/2020    (Options) 97,448,000 9 25.45%
Advanced Micro Devices Inc Call Opt 04/20 34.0 04/17/2020    (Options) 24,510,000 19 6.40%
Applied Materials Inc Call Opt 01/20 50.0 01/17/2020    (Options) 15,575,000 14 4.06%
Intel Corp Call Opt 01/20 55.0 01/17/2020    (Options) 15,390,000 35 4.02%
Apple Inc    (Equities) AAPL 12,785,000 43,539 3.34%
Microsoft Corp    (Equities) MSFT 10,380,000 65,824 2.71%
Call D R Horton Co 01/17/2020    (Options) 9,480,000 12 2.47%
JPMorgan Chase & Co    (Equities) JPM 6,136,000 44,020 1.60%
Alphabet Inc A    (Equities) GOOGL 5,946,000 4,439 1.55%
Johnson & Johnson    (Equities) JNJ 4,896,000 33,562 1.27%
Cisco Systems Inc    (Equities) CSCO 4,556,000 94,986 1.19%
The Hershey Co    (Equities) HSY 4,550,000 30,959 1.18%
Schwab US Dividend Equity ETF    (Equities) SCHD 4,494,000 77,594 1.17%
Bank of America Corporation    (Equities) BAC 4,458,000 126,590 1.16%
Amazon.com Inc    (Equities) AMZN 4,426,000 2,395 1.15%
Baker Hughes a GE Co Call Opt 04/20 25.0 04/17/2020    (Options) 4,345,000 22 1.13%
PepsiCo Inc    (Equities) PEP 4,262,000 31,184 1.11%
Amgen Inc    (Equities) AMGN 3,949,000 16,383 1.03%
Verizon Communications Inc    (Equities) VZ 3,898,000 63,478 1.01%
Becton Dickinson and Co    (Equities) BDX 3,781,000 13,904 0.98%
Target Corp    (Equities) TGT 3,633,000 28,335 0.94%
Pfizer Inc    (Equities) PFE 3,470,000 88,554 0.90%
Merck & Co Inc    (Equities) MRK 3,467,000 38,122 0.90%
Intel Corp    (Equities) INTC 3,451,000 57,656 0.90%
Procter & Gamble Co    (Equities) PG 3,427,000 27,438 0.89%
Norfolk Southern Corp    (Equities) NSC 3,007,000 15,492 0.78%
Cisco Systems Inc Call Opt 09/20 52.5 09/18/2020    (Options) 2,952,000 16 0.77%
Wal-Mart Stores Inc    (Equities) WMT 2,873,000 24,176 0.75%
Abbott Laboratories    (Equities) ABT 2,798,000 32,207 0.73%
Air Products & Chemicals Inc    (Equities) APD 2,757,000 11,733 0.72%
United Technologies Corp    (Equities) UTX 2,698,000 18,018 0.70%
CVS Health Corp    (Equities) CVS 2,514,000 33,846 0.65%
iShares 1-3 Year Treasury Bond    (Equities) SHY 2,514,000 29,702 0.65%
Phillips 66    (Equities) PSX 2,488,000 22,329 0.64%
PPL Corp    (Equities) PPL 2,451,000 68,316 0.64%
Oracle Corp    (Equities) ORCL 2,331,000 44,004 0.60%
AT&T Inc    (Equities) T 2,330,000 59,613 0.60%
PNC Financial Services Group Inc    (Equities) PNC 2,329,000 14,589 0.60%
Visa Inc Class A    (Equities) V 2,205,000 11,736 0.57%
US Bancorp    (Equities) USB 2,160,000 36,428 0.56%
Lockheed Martin Corp    (Equities) LMT 2,145,000 5,508 0.56%
Merck & Co Inc Call Opt 01/20 70.0 01/17/2020    (Options) 2,098,000 1 0.54%
Honeywell International Inc    (Equities) HON 1,995,000 11,269 0.52%
Unilever PLC ADR    (Equities) UL 1,932,000 33,791 0.50%
UnitedHealth Group Inc    (Equities) UNH 1,922,000 6,536 0.50%
Citigroup Inc    (Equities) C 1,880,000 23,529 0.49%
Comcast Corp Class A    (Equities) CMCSA 1,862,000 41,404 0.48%
General Dynamics Corp    (Equities) GD 1,854,000 10,514 0.48%
Dominion Resources Inc    (Equities) D 1,808,000 21,835 0.47%
Walt Disney Co    (Equities) DIS 1,746,000 12,074 0.45%
Morgan Stanley Call Opt 01/20 50.0 01/17/2020    (Options) 1,643,000 9 0.42%
iShares Core S&P Small-Cap    (Equities) IJR 1,609,000 19,187 0.42%
iShares Core MSCI EAFE    (Equities) IEFA 1,598,000 24,501 0.41%
Exxon Mobil Corp    (Equities) XOM 1,490,000 21,347 0.38%
Novartis Ag    (Equities) NVS 1,489,000 15,725 0.38%
Southern Co    (Equities) SO 1,459,000 22,904 0.38%
FedEx Corp    (Equities) FDX 1,430,000 9,455 0.37%
International Business Machines Corp    (Equities) IBM 1,420,000 10,594 0.37%
ONEOK Inc    (Equities) OKE 1,370,000 18,101 0.35%
Alphabet Inc C    (Equities) GOOG 1,366,000 1,022 0.35%
Facebook Inc A    (Equities) FB 1,358,000 6,616 0.35%
Kimberly-Clark Corp    (Equities) KMB 1,329,000 9,665 0.34%
McDonald s Corp    (Equities) MCD 1,254,000 6,348 0.32%
NextEra Energy Inc    (Equities) NEE 1,209,000 4,992 0.31%
Nike Inc B    (Equities) NKE 1,153,000 11,377 0.30%
iShares Core S&P 500    (Equities) IVV 1,070,000 3,312 0.27%
PPG Industries Inc    (Equities) PPG 1,054,000 7,896 0.27%
NVIDIA Corp    (Equities) NVDA 1,032,000 4,386 0.26%
Chevron Corp    (Equities) CVX 1,001,000 8,303 0.26%
Royal Dutch Shell PLC    (Equities) RDS.A 981,000 16,625 0.25%
United Parcel Service Inc Class B    (Equities) UPS 942,000 8,051 0.24%
Carlisle Companies Inc    (Equities) CSL 893,000 5,519 0.23%
BP PLC ADR    (Equities) BP 893,000 23,668 0.23%
Cree Inc Call Opt 03/20 55.0 03/20/2020    (Options) 890,000 10 0.23%
General Mills Inc    (Equities) GIS 889,000 16,593 0.23%
Union Pacific Corp    (Equities) UNP 850,000 4,699 0.22%
Morgan Stanley    (Equities) MS 822,000 16,074 0.21%
Emerson Electric Co    (Equities) EMR 817,000 10,713 0.21%
SPDR S&P Dividend ETF    (Equities) SDY 810,000 7,533 0.21%
Citizens Financial Group Inc    (Equities) CFG 801,000 19,722 0.20%
Sherwin-Williams Co    (Equities) SHW 781,000 1,339 0.20%
Schlumberger Ltd    (Equities) SLB 771,000 19,182 0.20%
Accenture PLC A    (Equities) ACN 728,000 3,456 0.19%
M&T Bank Corp    (Equities) MTB 727,000 4,280 0.18%
Cummins Inc    (Equities) CMI 710,000 3,965 0.18%
Caterpillar Inc    (Equities) CAT 704,000 4,769 0.18%
AbbVie Inc    (Equities) ABBV 690,000 7,797 0.18%
Aflac Inc    (Equities) AFL 641,000 12,120 0.16%
Sysco Corp    (Equities) SYY 633,000 7,397 0.16%
iShares Core S&P Mid-Cap    (Equities) IJH 607,000 2,948 0.15%
Goldman Sachs Group Inc    (Equities) GS 592,000 2,575 0.15%
Bristol-Myers Squibb Company    (Equities) BMY 568,000 8,849 0.14%
Vanguard Mid-Cap ETF    (Equities) VO 557,000 3,125 0.14%
Boeing Co    (Equities) BA 557,000 1,711 0.14%
Schwab US Large-Cap ETF    (Equities) SCHX 537,000 6,986 0.14%
Truist Finl Corp Com    (Equities) 522,000 9,260 0.13%
The Home Depot Inc    (Equities) HD 511,000 2,342 0.13%
Lowe s Companies Inc    (Equities) LOW 510,000 4,255 0.13%
Texas Instruments Inc    (Equities) TXN 494,000 3,849 0.12%
VF Corp    (Equities) VFC 477,000 4,786 0.12%
Applied Materials Inc    (Equities) AMAT 476,000 7,806 0.12%
Prudential Financial Inc    (Equities) PRU 473,000 5,043 0.12%
PayPal Holdings Inc    (Equities) PYPL 460,000 4,255 0.12%
SPDR S&P MidCap 400 ETF    (Equities) MDY 457,000 1,217 0.11%
Total Sa    (Equities) TOT 437,000 7,904 0.11%
L3Harris Technologies Ord    (Equities) 433,000 2,186 0.11%
General Motors Co    (Equities) GM 430,000 11,762 0.11%
iShares Core MSCI Emerging Markets ETF    (Equities) IEMG 420,000 7,815 0.10%
SPDR S&P 500 ETF    (Equities) SPY 418,000 1,300 0.10%
Coca-Cola Co    (Equities) KO 415,000 7,496 0.10%
Alibaba Group Holding Ltd ADR    (Equities) BABA 404,000 1,904 0.10%
Incyte Corp    (Equities) INCY 400,000 4,582 0.10%
Lam Research Corp    (Equities) LRCX 398,000 1,360 0.10%
Dunkin Brands Group Inc    (Equities) DNKN 391,000 5,178 0.10%
Medtronic PLC    (Equities) MDT 357,000 3,151 0.09%
Mondelez International Inc Class A    (Equities) MDLZ 343,000 6,219 0.08%
Edwards Lifesciences Corp    (Equities) EW 342,000 1,464 0.08%
ConocoPhillips    (Equities) COP 325,000 4,994 0.08%
Schwab US Mid-Cap ETF    (Equities) SCHM 322,000 5,348 0.08%
Store Capital Corp    (Equities) STOR 317,000 8,514 0.08%
Invesco PA Value Muni Income Trust    (Closed End Fund) VPV 306,000 23,200 0.07%
Progressive Corp    (Equities) PGR 306,000 4,223 0.07%
Invesco S&P 500 Equal Weight ETF    (Equities) 296,000 2,560 0.07%
Vertex Pharmaceuticals Inc    (Equities) VRTX 293,000 1,336 0.07%
Discover Financial Services    (Equities) DFS 280,000 3,297 0.07%
Dow Chemical Co    (Equities) 280,000 5,118 0.07%
Nuveen AMT-Free Quality Muni Inc    (Closed End Fund) NEA 280,000 19,478 0.07%
iShares Russell 2000    (Equities) IWM 277,000 1,672 0.07%
Philip Morris International Inc    (Equities) PM 274,000 3,215 0.07%
Illinois Tool Works Inc    (Equities) ITW 267,000 1,488 0.06%
Vanguard FTSE Developed Markets ETF    (Equities) VEA 266,000 6,047 0.06%
Automatic Data Processing Inc    (Equities) ADP 264,000 1,549 0.06%
Brown-Forman Corp    (Equities) BF/B 262,000 3,879 0.06%
Old Dominion Freight Lines Inc    (Equities) ODFL 262,000 1,383 0.06%
Paychex Inc    (Equities) PAYX 260,000 3,054 0.06%
Nuveen PA Quality Muni Inc    (Closed End Fund) NQP 257,000 18,184 0.06%
Altria Group Inc    (Equities) MO 255,000 5,114 0.06%
Schwab US Large-Cap Growth ETF    (Equities) SCHG 246,000 2,650 0.06%
HP Inc    (Equities) HPQ 237,000 11,548 0.06%
Clorox Co    (Equities) CLX 231,000 1,507 0.06%
Ingersoll-Rand PLC    (Equities) IR 230,000 1,733 0.06%
Colgate-Palmolive Co    (Equities) CL 226,000 3,279 0.05%
Zimmer Biomet Holdings Inc    (Equities) ZMH 225,000 1,505 0.05%
Eli Lilly and Co    (Equities) LLY 221,000 1,683 0.05%
Kellogg Co    (Equities) K 217,000 3,139 0.05%
Under Armour Inc C    (Equities) 215,000 11,227 0.05%
iShares MBS    (Equities) MBB 213,000 1,971 0.05%
Baxter International Inc    (Equities) BAX 205,000 2,454 0.05%
Total Value As 2019-12-31: 382,770,000 SEC FILING
* Portfolios do not reflect changes after reporting
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George Soros

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