Seed Wealth Management, Inc. Portfolio Holdings

Seed Wealth Management, Inc.

  • $124 Billion
  • Q4 2024

Seed Wealth Management, Inc. has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $124 Billion distributed in 148 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 $7.25B, Janus Detroit Str Tr Henderson with a value of $5.72B, Schwab Strategic Tr Us Broad M with a value of $4.76B, Schwab Strategic Us Tips ETF with a value of $4.43B, and American Centy ETF Tr Avantis with a value of $4.3B.

Examining the 13F form we can see an decrease of $1.15B in the current position value, from $125B to 124B.

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 $124 Billion
ETFs: $69.8 Billion
Technology: $16.7 Billion
Financial Services: $8.54 Billion
Healthcare: $5.75 Billion
Consumer Cyclical: $5.26 Billion
Communication Services: $4.26 Billion
Industrials: $3.36 Billion
Consumer Defensive: $2.08 Billion
Other: $1.97 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.92B
$189 Million 0.15% of portfolio
14,665
Q4 2024 Added 11.39%

Summary

  • Portfolio
  • No. of Stocks 148
  • Current Value $124 Billion
  • Prior Value $125 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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