Mustard Seed Financial, LLC Portfolio Holdings

Mustard Seed Financial, LLC

  • $124 Billion
  • Q1 2025

Mustard Seed Financial, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $124 Billion distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Short with a value of $15.4B, Vanguard Bd Index Fd Inc Inter with a value of $9.4B, Vanguard Sht Term Corp Bd ETF with a value of $8.22B, Vanguard Growth ETF with a value of $6.85B, and Vanguard Value ETF with a value of $6.6B.

Examining the 13F form we can see an increase of $1.22B in the current position value, from $123B to 124B.

Mustard Seed Financial, LLC is based out at Magnolia, AR

Below you can find more details about Mustard Seed Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $124 Billion
ETFs: $88.7 Billion
Technology: $7.4 Billion
Consumer Defensive: $6.49 Billion
Healthcare: $4.47 Billion
Energy: $3.2 Billion
Financial Services: $2.86 Billion
Communication Services: $1.57 Billion
Consumer Cyclical: $1.16 Billion
Other: $1.14 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $124 Billion
  • Prior Value $123 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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