Seed Wealth Management, Inc. Purchases in Q2 2025

Seed Wealth Management, Inc.

  • $134 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Vanguard Mun Bd Fds
47.2K
New
N/A
47.2K $4.66B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
58K
New
$50.1 - $51.02 $2.9M - $2.96M
58K $2.96B
PX
P10, Inc.

Financial Services
253K
New
$8.91 - $12.2 $2.25M - $3.09M
253K $2.58B
PLTR
Palantir Technologies Inc.

Technology
2.77K
+ 17.29%
$74.01 - $144.25 $205K - $400K
18.8K $2.56B
AVGO
Broadcom Inc.

Technology
700
+ 8.35%
$146.29 - $275.65 $102K - $193K
9.08K $2.5B
MSFT
Microsoft Corp

Technology
261
+ 4.25%
$354.56 - $497.45 $92.5K - $130K
6.4K $3.18B
SCHP
Schwab Strategic Us Tips ETF

ETFs
24.8K
+ 12.81%
$26.18 - $26.93 $650K - $669K
219K $5.83B
HAYW
Hayward Holdings, Inc.

Industrials
43K
New
$11.32 - $14.76 $487K - $635K
43K $593M
ORCL
Oracle Corp

Technology
318
+ 6.0%
$122.82 - $218.63 $39.1K - $69.5K
5.62K $1.23B
COF
Capital One Financial Corp

Financial Services
2.29K
New
$150.57 - $212.76 $344K - $486K
2.29K $486M
META
Meta Platforms, Inc.

Communication Services
270
+ 16.88%
$484.66 - $738.09 $131K - $199K
1.87K $1.38B
Ea Series Trust
3.26K
+ 10.57%
N/A
34.1K $3.84B
JMBS
Janus Detroit Str Tr Henderson

ETFs
8.21K
+ 5.88%
$43.89 - $45.45 $360K - $373K
148K $6.66B
AVDV
American Centy ETF Tr Avantis

ETFs
1.78K
+ 8.66%
$61.76 - $79.32 $110K - $141K
22.3K $1.77B
DELL
Dell Technologies Inc.

Technology
54
+ 0.59%
$71.63 - $125.98 $3.87K - $6.8K
9.23K $1.13B
CEG
Constellation Energy Corp

Utilities
816
New
$170.96 - $322.76 $140K - $263K
816 $263M
AON
Aon PLC

Financial Services
737
New
$335.85 - $398.81 $248K - $294K
737 $263M
CI
Cigna Corp

Healthcare
653
New
$301.89 - $340.04 $197K - $222K
653 $216M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
2.5K
New
N/A
2.5K $213M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
3.82K
+ 8.45%
$49.57 - $50.27 $190K - $192K
49.1K $2.47B
EFX
Equifax Inc

Industrials
800
New
$205.5 - $280.54 $164K - $224K
800 $207M
GLW
Corning Inc

Technology
3.9K
New
$39.07 - $52.59 $152K - $205K
3.9K $205M
NVO
Novo Nordisk A S

Healthcare
1.92K
+ 13.68%
$58.08 - $81.05 $112K - $156K
16K $1.1B
IBM
International Business Machines Corp

Technology
26
+ 1.55%
$221.03 - $294.78 $5.75K - $7.66K
1.71K $503M
DFAI
Dimensional ETF Tr

ETFs
940
+ 6.08%
$28.02 - $34.71 $26.3K - $32.6K
16.4K $567M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
355
+ 4.57%
N/A
8.12K $531M
SBUX
Starbucks Corp

Consumer Cyclical
332
+ 14.35%
$79.69 - $99.41 $26.5K - $33K
2.65K $242M
MRK
Merck & Co., Inc.

Healthcare
12
+ 0.32%
$73.47 - $87.12 $882 - $1.05K
3.75K $297M
XOM
Exxon Mobil Corp

Energy
130
+ 2.32%
$99.93 - $119.04 $13K - $15.5K
5.74K $619M
Activity Summary
Buys All Purchases 30 New Holdings 12 Increased Positions 18 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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