Seed Wealth Management, Inc. Portfolio Holdings by Sector
Seed Wealth Management, Inc.
- $115 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VMBS SCHB JMBS AVUV AVUS SCHP VRP SPMB 49 stocks |
$62 Million
56.22% of portfolio
|
  17  
|
  9  
|
  4  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ORCL SNPS PLTR ADBE 5 stocks |
$5.01 Million
4.54% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
AVGO TSM QCOM NVDA INTC TXN 6 stocks |
$3.63 Million
3.29% of portfolio
|
  5  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
NPFD BTT BLK EMD MVF NEA BKN JOF 8 stocks |
$3.23 Million
2.92% of portfolio
|
  4  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2.75 Million
2.49% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$2.61 Million
2.37% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG META GOOGL MTCH 4 stocks |
$2.49 Million
2.25% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
NVO 1 stocks |
$1.68 Million
1.53% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN EBAY 2 stocks |
$1.68 Million
1.52% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM SHEL EQNR 3 stocks |
$1.55 Million
1.41% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ MRK ABBV SNY 4 stocks |
$1.47 Million
1.34% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Computer Hardware | Technology
DELL 1 stocks |
$1.27 Million
1.15% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
SYK ABT EW 3 stocks |
$1.22 Million
1.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
DE CAT 2 stocks |
$1.08 Million
0.98% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
IBN KEY 2 stocks |
$990,497
0.9% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$986,893
0.89% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
PGR CB 2 stocks |
$944,746
0.86% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
CRM 1 stocks |
$938,415
0.85% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
UBS JPM WFC 3 stocks |
$906,898
0.82% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Distribution | Healthcare
MCK 1 stocks |
$860,875
0.78% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
INFY IBM FISV 3 stocks |
$831,588
0.75% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
RTX LHX LMT 3 stocks |
$810,842
0.73% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$768,716
0.7% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V PYPL 2 stocks |
$721,691
0.65% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$694,084
0.63% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Electronic Gaming & Multimedia | Communication Services
TTWO EA 2 stocks |
$671,626
0.61% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
PG KMB 2 stocks |
$670,194
0.61% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
BBY AZO 2 stocks |
$630,157
0.57% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$594,287
0.54% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Residential Construction | Consumer Cyclical
LEN 1 stocks |
$562,013
0.51% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH ELV 2 stocks |
$521,962
0.47% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$512,728
0.46% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Waste Management | Industrials
RSG WM 2 stocks |
$461,157
0.42% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
HCA 1 stocks |
$371,078
0.34% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
FDX 1 stocks |
$367,304
0.33% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
HLN VTRS 2 stocks |
$357,278
0.32% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Electronic Components | Technology
TEL 1 stocks |
$313,346
0.28% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Life | Financial Services
AFL 1 stocks |
$284,452
0.26% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$272,149
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$256,890
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
WTW 1 stocks |
$254,276
0.23% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
SCHW 1 stocks |
$247,377
0.22% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Specialty | Real Estate
IRM 1 stocks |
$234,804
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
CMCSA 1 stocks |
$232,219
0.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$231,552
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
IIPR 1 stocks |
$227,178
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
PNR 1 stocks |
$224,566
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Business Equipment & Supplies | Industrials
AVY 1 stocks |
$223,023
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$221,200
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Farm Products | Consumer Defensive
ADM 1 stocks |
$220,340
0.2% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|