Seamount Financial Group Inc Purchases in Q3 2025

Seamount Financial Group Inc

  • $212 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Capital Group Core Balanced
27.5K
+ 21.66%
N/A
154K $5.36B
CGDV
Capital Group Divid Value ETF

ETFs
12.2K
+ 6.23%
$39.59 - $42.21 $483K - $515K
208K $8.73B
VTI
Vanguard Total Stock Market Et

ETFs
630
+ 2.59%
$303.93 - $329.86 $191K - $208K
25K $8.2B
NVDA
Nvidia Corp

Technology
672
+ 3.52%
$153.3 - $186.58 $103K - $125K
19.8K $3.69B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
472
+ 5.69%
$567.77 - $614.76 $268K - $290K
8.77K $5.37B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3.5K
+ 2.49%
$59.61 - $63.09 $208K - $220K
144K $9.04B
QQQ
Invesco Qqq Trust, Series 1

ETFs
316
+ 4.27%
$546.99 - $602.2 $173K - $190K
7.71K $4.63B
IWM
Ishares Russell 2000 ETF

ETFs
700
+ 5.58%
$214.92 - $244.84 $150K - $171K
13.2K $3.2B
AVGO
Broadcom Inc.

Technology
242
+ 3.42%
$264.74 - $369.57 $64.1K - $89.4K
7.31K $2.41B
CGGR
Capital Group Growth ETF Shs C

ETFs
6.36K
+ 11.94%
$40.2 - $44.58 $256K - $283K
59.6K $2.62B
WFC
Wells Fargo & Company

Financial Services
5.09K
New
$77.05 - $85.16 $392K - $433K
5.09K $426M
CGUS
Capital Group Core Equity ETF
4.22K
+ 4.94%
$36.89 - $39.72 $156K - $168K
89.6K $3.54B
Global X Fds
5.54K
New
N/A
5.54K $389M
T Rowe Price ETF Inc
7.22K
+ 15.32%
N/A
54.3K $2.05B
GOOGL
Alphabet Inc.

Communication Services
237
+ 5.16%
$174.36 - $254.72 $41.3K - $60.4K
4.83K $1.17B
Capital Group International
10.1K
+ 69.27%
N/A
24.7K $833M
MSFT
Microsoft Corp

Technology
321
+ 3.6%
$491.09 - $535.64 $158K - $172K
9.24K $4.79B
VIG
Vanguard Dividend Appreciation

ETFs
283
+ 1.14%
N/A
25K $5.39B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
8.37K
New
$38.58 - $58.24 $323K - $487K
8.37K $328M
Capital Group Dividend Growe
7.5K
+ 13.11%
N/A
64.7K $2.24B
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
2.86K
+ 7.04%
$94.11 - $95.78 $269K - $274K
43.5K $4.16B
VDE
Vanguard Energy ETF

ETFs
960
+ 3.84%
$118.37 - $129.65 $114K - $124K
26K $3.27B
XLP
Consumer Staples Sector Spdr

ETFs
3.68K
New
N/A
3.68K $288M
CVX
Chevron Corp

Energy
708
+ 5.45%
$145.57 - $161.83 $103K - $115K
13.7K $2.13B
VT
Vanguard Total World Stk Index

ETFs
106
+ 0.41%
$128.41 - $138.03 $13.6K - $14.6K
26.1K $3.6B
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.79K
+ 7.46%
$107.66 - $112.36 $193K - $201K
25.8K $2.88B
PLTR
Palantir Technologies Inc.

Technology
1.32K
New
$130.68 - $186.97 $172K - $246K
1.32K $240M
CVS
Cvs Health Corp

Healthcare
3.1K
New
$58.75 - $76.5 $182K - $237K
3.1K $234M
GM
General Motors CO

Consumer Cyclical
3.73K
New
$48.89 - $61.24 $183K - $229K
3.73K $228M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
4.24K
New
$49.09 - $50.58 $208K - $214K
4.24K $214M
AEP
American Electric Power CO Inc

Utilities
1.9K
New
$103.26 - $115.0 $196K - $219K
1.9K $214M
CGGO
Capital Group Global Growth Eq

ETFs
4.25K
+ 13.65%
$31.71 - $34.17 $135K - $145K
35.4K $1.21B
VXF
Vanguard Extended Market ETF

ETFs
1.02K
New
$193.58 - $213.07 $197K - $217K
1.02K $214M
GOOG
Alphabet Inc.

Communication Services
875
New
$175.16 - $255.24 $153K - $223K
875 $213M
ROK
Rockwell Automation, Inc

Industrials
600
New
$328.67 - $358.52 $197K - $215K
600 $210M
CGMS
Capital Grp Core Plus Income E
7.08K
+ 12.12%
N/A
65.4K $1.82B
VNQ
Vanguard Specialized Funds Van

ETFs
1.46K
+ 4.93%
$88.47 - $93.24 $129K - $136K
31K $2.83B
MU
Micron Technology Inc

Technology
1.21K
New
$104.88 - $168.89 $127K - $204K
1.21K $202M
VV
Vanguard Large Cap ETF

ETFs
183
+ 2.93%
$285.05 - $309.14 $52.2K - $56.6K
6.43K $1.98B
UNH
Unitedhealth Group Inc

Healthcare
466
+ 56.97%
$237.77 - $353.61 $111K - $165K
1.28K $443M
XOM
Exxon Mobil Corp

Energy
612
+ 2.85%
$105.83 - $117.22 $64.8K - $71.7K
22.1K $2.49B
COP
Conocophillips

Energy
1.32K
+ 13.92%
$91.0 - $98.99 $120K - $130K
10.8K $1.02B
LLY
Eli Lilly & CO

Healthcare
225
+ 64.29%
$625.65 - $812.69 $141K - $183K
575 $439M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
393
+ 5.81%
$100.4 - $119.58 $39.5K - $47K
7.16K $794M
SPY
Spdr S&P 500 ETF Trust

ETFs
31
+ 1.67%
$617.65 - $666.84 $19.1K - $20.7K
1.88K $1.25B
PFF
Ishares Trust Ishares Pfd And

ETFs
2.48K
+ 10.72%
$30.67 - $32.13 $76K - $79.6K
25.6K $809M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
8.29K
+ 13.2%
$8.46 - $9.02 $70.1K - $74.8K
71.1K $638M
HD
Home Depot, Inc.

Consumer Cyclical
31
+ 1.51%
$357.4 - $423.42 $11.1K - $13.1K
2.09K $846M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
188
+ 1.89%
$79.76 - $85.78 $15K - $16.1K
10.1K $859M
Activity Summary
Buys All Purchases 74 New Holdings 13 Increased Positions 61 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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