Seamount Financial Group Inc Portfolio Holdings

Seamount Financial Group Inc

  • $147 Billion
  • Q1 2025

Seamount Financial Group Inc has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $147 Billion distributed in 98 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $12.4B, Amazon Com Inc with a value of $8.98B, J P Morgan ETF Tr U S Quality with a value of $7.38B, Vanguard Total Stock Market Et with a value of $6.31B, and Capital Group Divid Value ETF with a value of $6.3B.

Examining the 13F form we can see an increase of $2.11B in the current position value, from $145B to 147B.

Seamount Financial Group Inc is based out at Colorado Springs, CO

Below you can find more details about Seamount Financial Group Inc portfolio as well as his latest detailed transactions.

Portfolio value $147 Billion
ETFs: $78.4 Billion
Technology: $17 Billion
Consumer Cyclical: $10.4 Billion
Financial Services: $10.2 Billion
Consumer Defensive: $5.33 Billion
Industrials: $4.48 Billion
Energy: $3.61 Billion
Communication Services: $1.71 Billion
Other: $2.19 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.35T
$12.4 Billion 8.42% of portfolio
55,723
Q1 2025 Added 3.3%
$2.3T
$8.98 Billion 6.11% of portfolio
47,214
Q1 2025 Added 0.68%
$631B
$5.32 Billion 3.62% of portfolio
9,991
Q1 2025 Added 0.71%
$3.75T
$2.3 Billion 1.56% of portfolio
6,120
Q1 2025 Added 6.16%
$434B
$2.21 Billion 1.51% of portfolio
2,340
Q1 2025 Added 2.5%
$847B
$1.18 Billion 0.8% of portfolio
4,805
Q1 2025 Reduced 0.87%
$297B
$1.11 Billion 0.76% of portfolio
6,636
Q1 2025 Added 1.69%
$475B
$1.01 Billion 0.68% of portfolio
8,450
Q1 2025 Added 6.84%
$260B
$979 Million 0.67% of portfolio
11,148
Q1 2025 Reduced 0.18%
$300B
$877 Million 0.6% of portfolio
12,243
Q1 2025 Reduced 0.49%
$364B
$851 Million 0.58% of portfolio
4,995
Q1 2025 Reduced 3.66%
$410B
$745 Million 0.51% of portfolio
4,494
Q1 2025 Added 2.09%
$222B
$706 Million 0.48% of portfolio
2,259
Q1 2025 Reduced 1.48%
$379B
$665 Million 0.45% of portfolio
1,815
Q1 2025 Added 0.55%
$409B
$620 Million 0.42% of portfolio
5,723
Q1 2025 Added 4.76%
$1.62T
$552 Million 0.38% of portfolio
958
Q1 2025 Added 1.81%
$573B
$495 Million 0.34% of portfolio
1,412
Q1 2025 Added 6.81%
$281B
$409 Million 0.28% of portfolio
781
Q1 2025 Reduced 4.05%
$219B
$397 Million 0.27% of portfolio
2,994
Q1 2025 Reduced 0.5%
$562B
$388 Million 0.26% of portfolio
416
Q1 2025 Added 28.79%
$256B
$322 Million 0.22% of portfolio
4,396
Q1 2025 Added 12.83%
$339B
$270 Million 0.18% of portfolio
1,290
Q1 2025 Reduced 14.0%
$236B
$248 Million 0.17% of portfolio
2,414
Q1 2025 Reduced 18.72%
$219B
$235 Million 0.16% of portfolio
2,380
Q2 2024 Added 23.32%

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $147 Billion
  • Prior Value $145 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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