Seamount Financial Group Inc Purchases in Q4 2024

Seamount Financial Group Inc

  • $145 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
463
+ 1.0%
$180.88 - $232.93 $83.7K - $108K
46.9K $10.3B
Capital Group Core Balanced
42.2K
+ 92.45%
N/A
87.8K $2.74B
JPIE
J P Morgan Exchange Traded Fd
27.7K
New
$45.59 - $46.25 $1.26M - $1.28M
27.7K $1.26B
CGUS
Capital Group Core Equity ETF
28.5K
+ 69.0%
$33.96 - $36.24 $969K - $1.03M
69.9K $2.44B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
15.2K
+ 13.26%
$55.86 - $60.21 $848K - $914K
130K $7.42B
CGMS
Capital Grp Core Plus Income E
27K
+ 151.28%
N/A
44.8K $1.22B
CGDV
Capital Group Divid Value ETF

ETFs
22.7K
+ 15.97%
$35.16 - $37.12 $800K - $844K
165K $5.82B
HYDB
Ishares Tr Edge High Yield Def

ETFs
10.6K
+ 153.6%
$46.68 - $47.95 $493K - $506K
17.4K $819M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
699
+ 11.29%
$521.84 - $558.82 $365K - $391K
6.89K $3.71B
AVGO
Broadcom Inc.

Technology
112
+ 1.65%
$159.67 - $250.0 $17.9K - $28K
6.9K $1.6B
T Rowe Price ETF Inc
12.7K
+ 48.43%
N/A
38.8K $1.29B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.02K
+ 104.21%
$126.68 - $134.74 $383K - $407K
5.92K $756M
NOW
Service Now, Inc.

Technology
361
New
$867.18 - $1148.42 $313K - $415K
361 $383M
CGGO
Capital Group Global Growth Eq

ETFs
12.8K
+ 152.58%
$29.21 - $30.67 $373K - $391K
21.1K $617M
COST
Costco Wholesale Corp

Consumer Defensive
320
+ 16.3%
$873.59 - $994.69 $280K - $318K
2.28K $2.09B
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
3.73K
+ 137.97%
$104.5 - $125.64 $390K - $468K
6.43K $672M
CGGR
Capital Group Growth ETF Shs C

ETFs
7.15K
+ 30.84%
$34.49 - $39.24 $246K - $280K
30.3K $1.13B
CGMU
Capital Group Core Plus Income
11.3K
New
N/A
11.3K $303M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
6.25K
New
$47.98 - $49.47 $300K - $309K
6.25K $302M
Capital Group International
10.1K
New
N/A
10.1K $278M
META
Meta Platforms, Inc.

Communication Services
444
+ 89.34%
$554.08 - $632.68 $246K - $281K
941 $551M
SHEL
Shell PLC

Energy
3.9K
New
$60.63 - $70.23 $236K - $274K
3.9K $244M
HYD
Vaneck High Yield Muni ETF

ETFs
4.58K
New
$51.09 - $53.06 $234K - $243K
4.58K $238M
SPY
Spdr S&P 500 ETF Trust

ETFs
365
+ 38.5%
$567.81 - $607.81 $207K - $222K
1.31K $770M
CGCP
Capital Group Core Plus Income

ETFs
9.67K
New
$22.13 - $23.17 $214K - $224K
9.67K $215M
PFF
Ishares Trust Ishares Pfd And

ETFs
6.73K
+ 58.57%
$31.23 - $33.51 $210K - $226K
18.2K $573M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
1.74K
+ 5.66%
$93.52 - $95.37 $163K - $166K
32.5K $3.05B
NVDA
Nvidia Corp

Technology
112
+ 2.09%
$117.0 - $148.88 $13.1K - $16.7K
5.46K $734M
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.03%
$161.86 - $196.66 $162 - $197
3.37K $638M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.56K
+ 8.56%
$69.58 - $74.87 $108K - $116K
19.7K $1.38B
VDE
Vanguard Energy ETF

ETFs
822
+ 3.52%
$116.67 - $136.78 $95.9K - $112K
24.2K $2.93B
NFLX
Netflix Inc

Communication Services
13
+ 4.19%
$687.65 - $936.56 $8.94K - $12.2K
323 $288M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
29
+ 0.61%
$417.69 - $450.94 $12.1K - $13.1K
4.78K $2.03B
MSFT
Microsoft Corp

Technology
155
+ 2.76%
$406.35 - $454.46 $63K - $70.4K
5.77K $2.43B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
410
+ 1.93%
$50.37 - $50.6 $20.7K - $20.7K
21.6K $1.09B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
800
+ 13.1%
$58.88 - $64.8 $47.1K - $51.8K
6.91K $407M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
590
+ 8.02%
$131.66 - $144.0 $77.7K - $85K
7.95K $1.05B
NUV
Nuveen Municipal Value Fund Inc

Financial Services
2.3K
+ 5.03%
$8.51 - $9.15 $19.6K - $21K
48K $412M
CVX
Chevron Corp

Energy
101
+ 1.57%
$141.15 - $162.53 $14.3K - $16.4K
6.53K $945M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
35
+ 0.24%
$65.67 - $69.79 $2.3K - $2.44K
14.4K $963M
VDC
Vanguard Consumer Staples ETF

ETFs
39
+ 1.18%
$210.96 - $223.62 $8.23K - $8.72K
3.34K $707M
VKQ
Invesco Municipal Trust

Financial Services
1.29K
+ 1.6%
$9.54 - $10.29 $12.3K - $13.2K
81.9K $803M
VIG
Vanguard Dividend Appreciation

ETFs
86
+ 0.38%
N/A
22.9K $4.47B
COP
Conocophillips

Energy
11
+ 0.15%
$95.12 - $114.72 $1.05K - $1.26K
7.33K $727M
VCIT
Vanguard Intermediate Term Cor

ETFs
521
+ 1.78%
$80.13 - $83.77 $41.7K - $43.6K
29.8K $2.39B
XOM
Exxon Mobil Corp

Energy
91
+ 1.16%
$105.51 - $125.37 $9.6K - $11.4K
7.91K $851M
LQD
Ishares Iboxx $ Investment Gra

ETFs
375
+ 1.79%
$106.56 - $113.11 $40K - $42.4K
21.3K $2.27B
Activity Summary
Buys All Purchases 48 New Holdings 8 Increased Positions 40 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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