Seamount Financial Group Inc Portfolio Holdings

Seamount Financial Group Inc

  • $145 Billion
  • Q4 2024

Seamount Financial Group Inc has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $145 Billion distributed in 99 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $13.5B, Amazon Com Inc with a value of $10.3B, J P Morgan ETF Tr U S Quality with a value of $7.42B, Vanguard Total Stock Market Et with a value of $6.64B, and Capital Group Divid Value ETF with a value of $5.82B.

Examining the 13F form we can see an increase of $11.8B in the current position value, from $133B to 145B.

Seamount Financial Group Inc is based out at Colorado Springs, CO

Below you can find more details about Seamount Financial Group Inc portfolio as well as his latest detailed transactions.

Portfolio value $145 Billion
ETFs: $75.7 Billion
Technology: $19 Billion
Consumer Cyclical: $11.7 Billion
Financial Services: $9.8 Billion
Consumer Defensive: $5.17 Billion
Industrials: $4.66 Billion
Energy: $3.04 Billion
Communication Services: $1.74 Billion
Other: $1.61 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.85T
$13.5 Billion 9.33% of portfolio
53,942
Q4 2024 Reduced 0.05%
$2.42T
$10.3 Billion 7.11% of portfolio
46,896
Q4 2024 Added 1.0%
$0
$7.42 Billion 5.13% of portfolio
129,595
Q4 2024 Added 13.26%
$0
$6.64 Billion 4.59% of portfolio
22,924
Q4 2024 Reduced 4.61%
$0
$5.82 Billion 4.02% of portfolio
165,155
Q4 2024 Added 15.97%
$611B
$4.5 Billion 3.11% of portfolio
9,921
Q4 2024 Reduced 2.6%
$0
$4.47 Billion 3.09% of portfolio
22,851
Q4 2024 Added 0.38%
$0
$3.71 Billion 2.56% of portfolio
6,889
Q4 2024 Added 11.29%
$0
$3.05 Billion 2.11% of portfolio
32,539
Q4 2024 Added 5.66%
$0
$3.04 Billion 2.1% of portfolio
5,951
Q4 2024 Added 10.84%
$0
$3.03 Billion 2.09% of portfolio
74,904
Q4 2024 Reduced 6.07%
$0
$2.93 Billion 2.03% of portfolio
24,182
Q4 2024 Added 3.52%
Capital Group Core Balanced
-
$2.74 Billion 1.89% of portfolio
-
Q4 2024 Added 92.45%
$0
$2.62 Billion 1.81% of portfolio
22,340
Q4 2024 Reduced 4.7%
$0
$2.56 Billion 1.77% of portfolio
9,679
Q4 2024 Reduced 1.89%
$0
$2.44 Billion 1.69% of portfolio
69,865
Q4 2024 Added 69.0%
$87.7B
$2.41 Billion 1.67% of portfolio
9,962
Q4 2024 Reduced 4.25%
$0
$2.39 Billion 1.65% of portfolio
29,765
Q4 2024 Added 1.78%
$0
$2.3 Billion 1.59% of portfolio
10,389
Q4 2024 Reduced 1.65%
$0
$2.27 Billion 1.57% of portfolio
21,291
Q4 2024 Added 1.79%
$0
$2.18 Billion 1.51% of portfolio
24,522
Q4 2024 Reduced 5.67%
$427B
$2.09 Billion 1.44% of portfolio
2,283
Q4 2024 Added 16.3%
$0
$2.03 Billion 1.4% of portfolio
4,777
Q4 2024 Added 0.61%
$83.6B
$1.6 Billion 1.1% of portfolio
6,897
Q4 2024 Added 1.65%
$0
$1.45 Billion 1.0% of portfolio
5,393
Q4 2024 Reduced 1.08%
$0
$1.38 Billion 0.95% of portfolio
19,731
Q4 2024 Added 8.56%
T Rowe Price ETF Inc
-
$1.29 Billion 0.89% of portfolio
-
Q4 2024 Added 48.43%
Capital Group Dividend Growe
-
$1.28 Billion 0.88% of portfolio
-
Q4 2024 Reduced 0.91%
$0
$1.26 Billion 0.87% of portfolio
27,710
Q4 2024 New
-
$1.22 Billion 0.84% of portfolio
-
Q4 2024 Added 151.28%
$782B
$1.16 Billion 0.8% of portfolio
4,847
Q4 2024 Reduced 6.99%
$0
$1.13 Billion 0.78% of portfolio
30,320
Q4 2024 Added 30.84%
$0
$1.09 Billion 0.75% of portfolio
21,646
Q4 2024 Added 1.93%
$0
$1.05 Billion 0.72% of portfolio
7,947
Q4 2024 Added 8.02%
$265B
$1.01 Billion 0.7% of portfolio
11,168
Q4 2024 Reduced 3.91%
Flaherty & Crumrine Dynamic
-
$979 Million 0.68% of portfolio
-
Q4 2024 Reduced 16.29%
$0
$963 Million 0.66% of portfolio
14,361
Q4 2024 Added 0.24%
$305B
$945 Million 0.65% of portfolio
6,526
Q4 2024 Added 1.57%
$131B
$895 Million 0.62% of portfolio
5,193
Q4 2024 Reduced 4.94%
$394B
$869 Million 0.6% of portfolio
5,185
Q4 2024 Reduced 6.24%
$78.8B
$873 Million 0.6% of portfolio
3,441
Q4 2024 Reduced 5.1%
$453B
$851 Million 0.59% of portfolio
7,909
Q4 2024 Added 1.16%
$0
$819 Million 0.57% of portfolio
17,422
Q4 2024 Added 153.6%
$5.45B
$811 Million 0.56% of portfolio
6,016
Q4 2024 Reduced 4.45%
$0
$803 Million 0.55% of portfolio
81,858
Q4 2024 Added 1.6%
$0
$770 Million 0.53% of portfolio
1,313
Q4 2024 Added 38.5%
$272B
$766 Million 0.53% of portfolio
12,303
Q4 2024 Reduced 4.47%
$86B
$751 Million 0.52% of portfolio
3,720
Q3 2024 Reduced 2.62%
$0
$756 Million 0.52% of portfolio
5,922
Q4 2024 Added 104.21%

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $145 Billion
  • Prior Value $133 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
Track This Portfolio

Track Seamount Financial Group Inc Portfolio

Follow Seamount Financial Group Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Seamount Financial Group Inc, based on Form 13F filings with the SEC.

News

Stay updated on Seamount Financial Group Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email