Seed Wealth Management, Inc. Portfolio Holdings

Seed Wealth Management, Inc.

  • $115 Billion
  • Q2 2024

Seed Wealth Management, Inc. has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $115 Billion distributed in 149 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mortg Backed Sec ETF with a value of $6.75B, Schwab Strategic Tr Us Broad M with a value of $4.51B, Janus Detroit Str Tr Henderson with a value of $4.44B, American Centy ETF Tr Avantis with a value of $4.39B, and American Centy ETF Tr Avantis with a value of $3.9B.

Examining the 13F form we can see an increase of $10.2B in the current position value, from $105B to 115B.

Seed Wealth Management, Inc. is based out at Evanston, IL

Below you can find more details about Seed Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $115 Billion
ETFs: $64.8 Billion
Technology: $15.1 Billion
Financial Services: $7.85 Billion
Healthcare: $6.71 Billion
Consumer Cyclical: $4.24 Billion
Communication Services: $4.08 Billion
Industrials: $3.17 Billion
Consumer Defensive: $2.37 Billion
Other: $2.02 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.74B
$227 Million 0.2% of portfolio
2,080
Q1 2024 Reduced 5.88%

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $115 Billion
  • Prior Value $105 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 16, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 7 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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