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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$722 Million 0.54% of portfolio
3,305
Q3 2024 Added 0.06%
$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%
$0
$595 Million 0.45% of portfolio
62,027
Q1 2024 Reduced 7.46%
$0
$601 Million 0.45% of portfolio
3,454
Q3 2024 Reduced 3.47%
$0
$586 Million 0.44% of portfolio
35,699
Q3 2024 Reduced 1.65%
$1.01T
$559 Million 0.42% of portfolio
3,368
Q3 2024 Reduced 32.27%
$0
$544 Million 0.41% of portfolio
948
Q3 2024 Added 7.48%
$40.5B
$527 Million 0.4% of portfolio
7,130
Q3 2024 Added 12.37%
$229B
$527 Million 0.4% of portfolio
3,210
Q3 2024 Added 4.56%
$57.4B
$504 Million 0.38% of portfolio
2,154
Q4 2023 New
$140B
$494 Million 0.37% of portfolio
2,388
Q3 2024 New
$530B
$495 Million 0.37% of portfolio
847
Q2 2024 Reduced 1.74%
$144B
$492 Million 0.37% of portfolio
1,997
Q3 2024 Added 10.7%
-
$497 Million 0.37% of portfolio
-
Q3 2024 Added 28.95%
$26.2B
$468 Million 0.35% of portfolio
8,195
Q3 2024 Added 3.83%
$37.2B
$440 Million 0.33% of portfolio
2,927
Q3 2024 Added 3.61%
$0
$412 Million 0.31% of portfolio
45,702
Q3 2024 Reduced 7.11%
$0
$395 Million 0.3% of portfolio
6,109
Q3 2024 Added 75.8%
$0
$382 Million 0.29% of portfolio
11,495
Q3 2024 Added 2.76%
$0
$392 Million 0.29% of portfolio
22,678
Q4 2023 New
$0
$372 Million 0.28% of portfolio
2,900
Q3 2024 New
$0
$362 Million 0.27% of portfolio
1,474
Q3 2024 Reduced 33.99%
$0
$364 Million 0.27% of portfolio
1,288
Q3 2024 Added 0.23%
$175B
$365 Million 0.27% of portfolio
3,009
Q3 2024 Added 0.5%
$480B
$363 Million 0.27% of portfolio
1,322
Q3 2024 Added 0.76%
$0
$330 Million 0.25% of portfolio
6,870
Q3 2024 Reduced 4.04%
$0
$337 Million 0.25% of portfolio
2,702
Q3 2024 New
$0
$326 Million 0.24% of portfolio
4,107
Q3 2024 Reduced 7.33%
$0
$314 Million 0.24% of portfolio
4,000
Q3 2024 New
$0
$308 Million 0.23% of portfolio
4,306
Q4 2023 New
$58.6B
$309 Million 0.23% of portfolio
2,352
Q2 2024 Added 17.6%
T Rowe Price ETF Inc
-
$287 Million 0.22% of portfolio
-
Q3 2024 Added 5.05%
$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%
$143B
$261 Million 0.2% of portfolio
446
Q3 2024 Reduced 1.33%
$0
$252 Million 0.19% of portfolio
4,781
Q3 2024 Added 0.63%
$0
$252 Million 0.19% of portfolio
8,359
Q3 2024 New
$340B
$220 Million 0.17% of portfolio
310
Q3 2024 New
$176B
$229 Million 0.17% of portfolio
2,380
Q2 2024 Added 23.32%
$6.77B
$209 Million 0.16% of portfolio
1,198
Q3 2024 Reduced 8.41%

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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