Seamount Financial Group Inc Incresed Positions 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
CGUS
Capital Group Core Equity ETF
4.22K
+ 4.94%
$36.89 - $39.72 $156K - $168K
89.6K $3.54B
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
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
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
CGGO
Capital Group Global Growth Eq

ETFs
4.25K
+ 13.65%
$31.71 - $34.17 $135K - $145K
35.4K $1.21B
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
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
O
Realty Income Corp

Real Estate
663
+ 10.05%
$56.13 - $60.79 $37.2K - $40.3K
7.26K $441M
DFAS
Dimensional ETF Tr U S Small C

ETFs
268
+ 3.26%
$63.41 - $69.69 $17K - $18.7K
8.49K $581M
MDT
Medtronic PLC

Healthcare
200
+ 4.81%
$87.67 - $95.74 $17.5K - $19.1K
4.36K $415M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
18
+ 0.29%
$132.9 - $142.03 $2.39K - $2.56K
6.14K $865M
HYDB
Ishares Tr Edge High Yield Def

ETFs
773
+ 2.82%
$47.03 - $47.97 $36.4K - $37.1K
28.1K $1.35B
IVV
Ishares Core S&P 500 ETF

ETFs
41
+ 11.65%
$620.67 - $670.08 $25.4K - $27.5K
393 $263M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
6
+ 0.14%
$79.52 - $89.63 $477 - $538
4.32K $385M
MRK
Merck & Co., Inc.

Healthcare
200
+ 4.4%
$77.6 - $87.37 $15.5K - $17.5K
4.75K $399M
DLR
Digital Realty Trust, Inc.

Real Estate
225
+ 13.36%
$161.21 - $180.02 $36.3K - $40.5K
1.91K $330M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
260
+ 1.2%
$72.01 - $74.44 $18.7K - $19.4K
21.9K $1.61B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
40
+ 0.27%
$70.77 - $73.59 $2.83K - $2.94K
14.7K $1.08B
CGMU
Capital Group Core Plus Income
464
+ 3.65%
N/A
13.2K $359M
LMT
Lockheed Martin Corp

Industrials
1
+ 0.22%
$410.74 - $499.21 $411 - $499
448 $223M
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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