Seamount Financial Group Inc Purchases in Q3 2024

Seamount Financial Group Inc

  • $133 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JQUA
J P Morgan ETF Tr U S Quality

ETFs
8.69K
+ 8.22%
$51.29 - $56.57 $446K - $492K
114K $6.47B
VTI
Vanguard Total Stock Market Et

ETFs
1.66K
+ 7.44%
$255.18 - $283.2 $425K - $471K
24K $6.8B
VIG
Vanguard Dividend Appreciation

ETFs
2.45K
+ 12.05%
$182.15 - $182.15 $446K - $446K
22.8K $4.51B
Capital Group Core Balanced
21K
+ 85.32%
N/A
45.6K $1.42B
CGDV
Capital Group Divid Value ETF

ETFs
4.38K
+ 3.17%
$32.96 - $36.48 $144K - $160K
142K $5.19B
VNQ
Vanguard Specialized Funds Van

ETFs
2.05K
+ 8.54%
$82.97 - $98.97 $170K - $202K
26K $2.53B
HON
Honeywell International Inc

Industrials
2.39K
New
$196.73 - $220.21 $470K - $526K
2.39K $494M
COST
Costco Wholesale Corp

Consumer Defensive
446
+ 29.4%
$801.83 - $917.05 $358K - $409K
1.96K $1.74B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.9K
New
$117.9 - $128.2 $342K - $372K
2.9K $372M
CGUS
Capital Group Core Equity ETF
8.47K
+ 25.75%
$31.19 - $34.33 $264K - $291K
41.3K $1.42B
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
2.65K
+ 9.41%
$92.1 - $95.52 $244K - $253K
30.8K $2.94B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
321
+ 5.47%
$475.2 - $527.7 $153K - $169K
6.19K $3.27B
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
4K
New
$71.86 - $78.56 $287K - $314K
4K $314M
CGGR
Capital Group Growth ETF Shs C

ETFs
7.17K
+ 44.82%
$30.71 - $34.79 $220K - $250K
23.2K $806M
VO
Vanguard Mid Cap ETF

ETFs
218
+ 2.26%
$237.84 - $263.83 $51.8K - $57.5K
9.87K $2.6B
IWM
Ishares Russell 2000 ETF

ETFs
367
+ 3.6%
$200.87 - $224.6 $73.7K - $82.4K
10.6K $2.33B
CGGO
Capital Group Global Growth Eq

ETFs
8.36K
New
$27.25 - $30.52 $228K - $255K
8.36K $252M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.04K
+ 5.25%
$106.11 - $113.72 $111K - $119K
20.9K $2.36B
T Rowe Price ETF Inc
5.84K
+ 28.79%
N/A
26.1K $869M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.47K
+ 5.29%
$79.29 - $84.02 $116K - $123K
29.2K $2.45B
NFLX
Netflix Inc

Communication Services
310
New
$598.55 - $722.26 $186K - $224K
310 $220M
Capital Group Dividend Growe
3.52K
+ 8.8%
N/A
43.5K $1.34B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.63K
+ 75.8%
$58.03 - $65.37 $153K - $172K
6.11K $395M
DFAU
Dimensional ETF Tr

ETFs
75
+ 0.09%
$35.8 - $39.69 $2.69K - $2.98K
79.7K $3.16B
BX
Blackstone Inc.

Financial Services
90
+ 1.68%
$120.77 - $159.66 $10.9K - $14.4K
5.46K $837M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
308
+ 4.37%
$125.95 - $142.04 $38.8K - $43.7K
7.36K $1.04B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
341
+ 1.91%
$64.57 - $71.76 $22K - $24.5K
18.2K $1.3B
MCD
Mcdonalds Corp

Consumer Cyclical
70
+ 3.05%
$245.82 - $304.51 $17.2K - $21.3K
2.37K $721M
GIS
General Mills Inc

Consumer Defensive
785
+ 12.37%
$62.5 - $75.15 $49.1K - $59K
7.13K $527M
CGMS
Capital Grp Core Plus Income E
4.01K
+ 28.95%
N/A
17.8K $497M
PG
Procter & Gamble CO

Consumer Defensive
475
+ 9.4%
$160.76 - $177.82 $76.4K - $84.5K
5.53K $958M
KO
Coca Cola CO

Consumer Defensive
250
+ 1.98%
$62.69 - $73.01 $15.7K - $18.3K
12.9K $925M
VV
Vanguard Large Cap ETF

ETFs
155
+ 2.93%
$236.92 - $263.4 $36.7K - $40.8K
5.45K $1.44B
QQQ
Invesco Qqq Trust, Series 1

ETFs
120
+ 2.29%
$434.77 - $502.96 $52.2K - $60.4K
5.37K $2.62B
JNJ
Johnson & Johnson

Healthcare
105
+ 2.28%
$145.48 - $167.38 $15.3K - $17.6K
4.71K $764M
UNP
Union Pacific Corp

Industrials
193
+ 10.7%
$221.78 - $256.09 $42.8K - $49.4K
2K $492M
UAL
United Airlines Holdings, Inc.

Industrials
302
+ 3.83%
$37.88 - $58.85 $11.4K - $17.8K
8.2K $468M
T Rowe Price ETF Inc
1.44K
+ 12.09%
N/A
13.4K $435M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
309
+ 2.2%
$61.47 - $67.36 $19K - $20.8K
14.3K $964M
RTX
Raytheon Technologies Corp

Industrials
15
+ 0.5%
$99.55 - $123.34 $1.49K - $1.85K
3.01K $365M
SPY
Spdr S&P 500 ETF Trust

ETFs
66
+ 7.48%
$517.38 - $573.86 $34.1K - $37.9K
948 $544M
META
Meta Platforms, Inc.

Communication Services
50
+ 11.19%
$453.41 - $572.44 $22.7K - $28.6K
497 $285M
JPM
Jpmorgan Chase & CO

Financial Services
38
+ 0.73%
$194.9 - $224.8 $7.41K - $8.54K
5.21K $1.1B
VDC
Vanguard Consumer Staples ETF

ETFs
2
+ 0.06%
$201.77 - $221.32 $404 - $443
3.31K $722M
PFF
Ishares Trust Ishares Pfd And

ETFs
309
+ 2.76%
$31.18 - $33.5 $9.63K - $10.4K
11.5K $382M
AMD
Advanced Micro Devices Inc

Technology
140
+ 4.56%
$128.67 - $183.96 $18K - $25.8K
3.21K $527M
XOM
Exxon Mobil Corp

Energy
73
+ 0.94%
$109.72 - $119.0 $8.01K - $8.69K
7.82K $916M
VHT
Vanguard Health Care ETF

ETFs
3
+ 0.23%
$261.88 - $288.1 $786 - $864
1.29K $364M
T Rowe Price ETF Inc
384
+ 5.05%
N/A
7.99K $287M
Activity Summary
Buys All Purchases 57 New Holdings 6 Increased Positions 51 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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