Seed Wealth Management, Inc. has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $105 Billion distributed in 152 stocks.
Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $4.48B, Schwab Strategic Tr Us Broad M with a value of $4.45B, Janus Detroit Str Tr Henderson with a value of $4.43B, American Centy ETF Tr Avantis with a value of $3.8B, and Invesco ETF Tr Ii Var Rate Pfd with a value of $3.07B.
Examining the 13F form we can see an increase of $5.53B in the current position value, from $99.1B to 105B.
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
$105 Billion
ETFs: $56.3 Billion
Technology: $13.8 Billion
Financial Services: $7.16 Billion
Healthcare: $6.59 Billion
Consumer Cyclical: $4.01 Billion
Communication Services: $3.97 Billion
Industrials: $3.3 Billion
Consumer Defensive: $2.84 Billion
Other: $2.45 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions