Seamount Financial Group Inc Portfolio Holdings

Seamount Financial Group Inc

  • $133 Billion
  • Q3 2024

Seamount Financial Group Inc has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $133 Billion distributed in 92 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $12.6B, Amazon Com Inc with a value of $8.65B, Vanguard Total Stock Market Et with a value of $6.8B, J P Morgan ETF Tr U S Quality with a value of $6.47B, and Capital Group Divid Value ETF with a value of $5.19B.

Examining the 13F form we can see an increase of $10.4B in the current position value, from $123B to 133B.

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 $133 Billion
ETFs: $71.5 Billion
Technology: $17.3 Billion
Consumer Cyclical: $10.3 Billion
Financial Services: $10.3 Billion
Consumer Defensive: $5.09 Billion
Industrials: $4.7 Billion
Energy: $2.94 Billion
Healthcare: $1.56 Billion
Other: $1.73 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.59T
$12.6 Billion 9.46% of portfolio
53,968
Q3 2024 Reduced 2.05%
$2.03T
$8.65 Billion 6.51% of portfolio
46,433
Q3 2024 Reduced 5.52%
$579B
$4.69 Billion 3.53% of portfolio
10,186
Q3 2024 Reduced 0.39%
$3.07T
$2.41 Billion 1.82% of portfolio
5,610
Q3 2024 Reduced 7.03%
$394B
$1.74 Billion 1.31% of portfolio
1,963
Q3 2024 Added 29.4%
$650B
$1.1 Billion 0.83% of portfolio
5,211
Q3 2024 Added 0.73%
$393B
$958 Million 0.72% of portfolio
5,530
Q3 2024 Added 9.4%
$300B
$946 Million 0.71% of portfolio
6,425
Q3 2024 Added 1.82%
$227B
$939 Million 0.71% of portfolio
11,623
Q3 2024 Reduced 1.89%
$283B
$925 Million 0.7% of portfolio
12,879
Q3 2024 Added 1.98%
$496B
$916 Million 0.69% of portfolio
7,818
Q3 2024 Added 0.94%
$414B
$764 Million 0.57% of portfolio
4,714
Q3 2024 Added 2.28%
$410B
$745 Million 0.56% of portfolio
1,839
Q3 2024 Reduced 1.13%
$219B
$721 Million 0.54% of portfolio
2,368
Q3 2024 Added 3.05%
$349B
$650 Million 0.49% of portfolio
5,351
Q3 2024 Reduced 55.12%
$1.01T
$559 Million 0.42% of portfolio
3,368
Q3 2024 Reduced 32.27%
$530B
$495 Million 0.37% of portfolio
847
Q2 2024 Reduced 1.74%
$480B
$363 Million 0.27% of portfolio
1,322
Q3 2024 Added 0.76%
$357B
$296 Million 0.22% of portfolio
1,500
Q2 2024 Reduced 1.9%
$1.28T
$285 Million 0.21% of portfolio
497
Q3 2024 Added 11.19%
$340B
$220 Million 0.17% of portfolio
310
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $133 Billion
  • Prior Value $123 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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