Seed Wealth Management, Inc. Incresed Positions in Q2 2024

Seed Wealth Management, Inc.

  • $115 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
85.1K
+ 133.63%
$44.15 - $45.75 $3.76M - $3.89M
149K $6.75B
SCHP
Schwab Strategic Us Tips ETF

ETFs
21.6K
+ 48.42%
$51.1 - $52.24 $1.1M - $1.13M
66.1K $3.44B
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
27.4K
+ 144.94%
$20.28 - $20.89 $555K - $571K
46.2K $960M
AAPL
Apple Inc.

Technology
223
+ 2.21%
$165.0 - $216.67 $36.8K - $48.3K
10.3K $2.17B
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
19.7K
+ 17.14%
$20.97 - $21.76 $414K - $429K
135K $2.91B
Ea Series Trust
2.43K
+ 12.48%
N/A
21.9K $2.36B
ICSH
Blackrock Ultra Short Term Bon

ETFs
5K
+ 125.0%
$50.32 - $50.55 $252K - $253K
9K $455M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.4K
+ 20.75%
$91.42 - $91.82 $219K - $220K
14K $1.28B
AVGO
Broadcom Inc.

Technology
7
+ 0.84%
$1204.71 - $1828.87 $8.43K - $12.8K
838 $1.35B
GOOG
Alphabet Inc.

Communication Services
260
+ 4.59%
$151.94 - $186.86 $39.5K - $48.6K
5.92K $1.09B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
57
+ 1.27%
$127.7 - $179.69 $7.28K - $10.2K
4.56K $792M
QCOM
Qualcomm Inc

Technology
285
+ 10.63%
$157.63 - $227.09 $44.9K - $64.7K
2.97K $591M
AMZN
Amazon Com Inc

Consumer Cyclical
200
+ 2.7%
$173.67 - $197.85 $34.7K - $39.6K
7.62K $1.47B
AVDE
American Centy ETF Tr Avantis

ETFs
2.35K
+ 11.34%
$61.17 - $65.29 $144K - $153K
23.1K $1.44B
WMT
Walmart Inc.

Consumer Defensive
900
+ 12.35%
$58.85 - $68.9 $53K - $62K
8.19K $555M
ORCL
Oracle Corp

Technology
240
+ 4.74%
$113.75 - $144.64 $27.3K - $34.7K
5.3K $749M
IBN
Icici Bank LTD

Financial Services
1.48K
+ 7.14%
$25.43 - $29.01 $37.6K - $42.9K
22.2K $639M
AVUS
American Centy ETF Tr Avantis

ETFs
690
+ 1.62%
$84.59 - $90.63 $58.4K - $62.5K
43.2K $3.9B
IMTM
Ishares Msci Intl Momentum Fac

ETFs
2.5K
+ 33.78%
$37.21 - $39.92 $93K - $99.8K
9.9K $383M
NVDA
Nvidia Corp

Technology
2.59K
+ 900.0%
$118.11 - $1224.4 $306K - $3.17M
2.88K $356M
ADBE
Adobe Inc.

Technology
102
+ 16.72%
$439.02 - $555.54 $44.8K - $56.7K
712 $396M
AVDV
American Centy ETF Tr Avantis

ETFs
1.5K
+ 8.21%
$63.81 - $68.36 $95.7K - $103K
19.8K $1.28B
NPFD
Nuveen Variable Rate Preferred & Income Fund

Financial Services
2.5K
+ 4.19%
$16.59 - $18.4 $41.5K - $46K
62.1K $1.14B
XOM
Exxon Mobil Corp

Energy
779
+ 16.12%
$108.36 - $122.2 $84.4K - $95.2K
5.61K $646M
SHEL
Shell PLC

Energy
600
+ 8.04%
$67.92 - $74.17 $40.8K - $44.5K
8.07K $582M
TEL
Te Connectivity Ltd.

Technology
400
+ 23.77%
$139.45 - $152.0 $55.8K - $60.8K
2.08K $313M
FDX
Fedex Corp

Industrials
120
+ 10.86%
$245.11 - $299.84 $29.4K - $36K
1.23K $367M
EQNR
Equinor Asa

Energy
1.25K
+ 12.3%
$26.45 - $29.14 $33.1K - $36.4K
11.4K $326M
AFL
Aflac Inc

Financial Services
345
+ 12.15%
$79.64 - $90.43 $27.5K - $31.2K
3.19K $284M
SONY
Sony Group Corp

Technology
560
+ 12.03%
$75.37 - $87.23 $42.2K - $48.8K
5.22K $443M
INFY
Infosys LTD

Technology
970
+ 5.61%
$16.51 - $18.63 $16K - $18.1K
18.3K $340M
RTX
Raytheon Technologies Corp

Industrials
280
+ 10.01%
$97.55 - $108.44 $27.3K - $30.4K
3.08K $309M
SCHW
Schwab Charles Corp

Financial Services
415
+ 14.11%
$70.03 - $78.9 $29.1K - $32.7K
3.36K $247M
MVF
Blackrock Munivest Fund, Inc.

Financial Services
4K
+ 19.23%
$6.78 - $7.21 $27.1K - $28.8K
24.8K $178M
KMB
Kimberly Clark Corp

Consumer Defensive
95
+ 5.42%
$123.89 - $141.67 $11.8K - $13.5K
1.85K $255M
BBY
Best Buy CO Inc

Consumer Cyclical
175
+ 4.5%
$69.63 - $93.63 $12.2K - $16.4K
4.07K $343M
WTW
Willis Towers Watson PLC

Financial Services
120
+ 14.12%
$249.68 - $273.44 $30K - $32.8K
970 $254M
HCA
Hca Healthcare, Inc.

Healthcare
95
+ 8.96%
$297.0 - $343.29 $28.2K - $32.6K
1.16K $371M
IBB
Ishares Biotechnology ETF

ETFs
140
+ 5.93%
$124.64 - $139.96 $17.4K - $19.6K
2.5K $343M
UBS
Ubs Group Ag

Financial Services
890
+ 7.27%
$26.19 - $31.88 $23.3K - $28.4K
13.1K $388M
HLN
Haleon PLC

Healthcare
2K
+ 7.37%
$8.01 - $8.64 $16K - $17.3K
29.1K $241M
JMBS
Janus Detroit Str Tr Henderson

ETFs
195
+ 0.2%
$43.55 - $45.05 $8.49K - $8.78K
99.4K $4.44B
ADM
Archer Daniels Midland CO

Consumer Defensive
250
+ 7.36%
$58.37 - $63.9 $14.6K - $16K
3.65K $220M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
71
+ 0.09%
$24.22 - $24.49 $1.72K - $1.74K
75.8K $1.85B
IBM
International Business Machines Corp

Technology
175
+ 11.64%
$164.43 - $190.9 $28.8K - $33.4K
1.68K $290M
BLK
Black Rock Inc.

Financial Services
27
+ 6.32%
$747.3 - $826.77 $20.2K - $22.3K
454 $357M
LEN
Lennar Corp

Consumer Cyclical
390
+ 11.61%
$148.72 - $170.85 $58K - $66.6K
3.75K $562M
DE
Deere & CO

Industrials
100
+ 6.62%
$364.98 - $414.02 $36.5K - $41.4K
1.61K $602M
Gsk PLC
420
+ 5.92%
N/A
7.52K $290M
Activity Summary
Buys All Purchases 63 New Holdings 7 Increased Positions 56 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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