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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.42T
$12.4 Billion 8.42% of portfolio
55,723
Q1 2025 Added 3.3%
$1.88T
$8.98 Billion 6.11% of portfolio
47,214
Q1 2025 Added 0.68%
$0
$7.38 Billion 5.02% of portfolio
130,630
Q1 2025 Added 0.8%
$0
$6.31 Billion 4.3% of portfolio
22,971
Q1 2025 Added 0.21%
$0
$6.3 Billion 4.29% of portfolio
176,663
Q1 2025 Added 6.97%
$694B
$5.32 Billion 3.62% of portfolio
9,991
Q1 2025 Added 0.71%
$0
$4.49 Billion 3.06% of portfolio
23,142
Q1 2025 Added 1.27%
$0
$3.76 Billion 2.56% of portfolio
7,313
Q1 2025 Added 6.15%
$0
$3.55 Billion 2.42% of portfolio
37,912
Q1 2025 Added 16.51%
Capital Group Core Balanced
-
$3.29 Billion 2.24% of portfolio
-
Q1 2025 Added 20.98%
$0
$3.13 Billion 2.13% of portfolio
24,168
Q1 2025 Reduced 0.06%
$0
$3.09 Billion 2.11% of portfolio
6,599
Q1 2025 Added 10.89%
$0
$2.91 Billion 1.98% of portfolio
75,818
Q1 2025 Added 1.22%
$105B
$2.89 Billion 1.97% of portfolio
10,026
Q1 2025 Added 0.64%
$0
$2.65 Billion 1.8% of portfolio
10,248
Q1 2025 Added 5.88%
$0
$2.56 Billion 1.74% of portfolio
31,317
Q1 2025 Added 5.21%
$0
$2.56 Billion 1.74% of portfolio
22,058
Q1 2025 Reduced 1.26%
$0
$2.51 Billion 1.71% of portfolio
23,105
Q1 2025 Added 8.52%
$2.95T
$2.3 Billion 1.56% of portfolio
6,120
Q1 2025 Added 6.16%
$0
$2.28 Billion 1.55% of portfolio
25,195
Q1 2025 Added 2.74%
$440B
$2.21 Billion 1.51% of portfolio
2,340
Q1 2025 Added 2.5%
$0
$2.16 Billion 1.47% of portfolio
10,825
Q1 2025 Added 4.2%
$0
$2.01 Billion 1.37% of portfolio
4,783
Q1 2025 Added 0.13%
-
$1.53 Billion 1.04% of portfolio
-
Q1 2025 Added 25.17%
$0
$1.45 Billion 0.98% of portfolio
5,626
Q1 2025 Added 4.32%
T Rowe Price ETF Inc
-
$1.44 Billion 0.98% of portfolio
-
Q1 2025 Added 15.37%
$0
$1.42 Billion 0.97% of portfolio
18,998
Q1 2025 Reduced 3.71%
Capital Group Dividend Growe
-
$1.39 Billion 0.95% of portfolio
-
Q1 2025 Added 4.64%
$0
$1.37 Billion 0.94% of portfolio
29,839
Q1 2025 Added 7.68%
$0
$1.37 Billion 0.93% of portfolio
39,993
Q1 2025 Added 31.9%
$0
$1.24 Billion 0.85% of portfolio
26,436
Q1 2025 Added 51.74%
$718B
$1.18 Billion 0.8% of portfolio
4,805
Q1 2025 Reduced 0.87%
$78B
$1.18 Billion 0.8% of portfolio
7,058
Q1 2025 Added 2.33%
$266B
$1.11 Billion 0.76% of portfolio
6,636
Q1 2025 Added 1.69%
$0
$1.08 Billion 0.73% of portfolio
21,251
Q1 2025 Reduced 1.82%
$0
$1.07 Billion 0.73% of portfolio
7,897
Q1 2025 Reduced 0.63%
Flaherty & Crumrine Dynamic
-
$1.03 Billion 0.7% of portfolio
-
Q1 2025 Added 3.99%
$440B
$1.01 Billion 0.68% of portfolio
8,450
Q1 2025 Added 6.84%
$264B
$979 Million 0.67% of portfolio
11,148
Q1 2025 Reduced 0.18%
$0
$922 Million 0.63% of portfolio
13,898
Q1 2025 Reduced 3.22%
$95.8B
$878 Million 0.6% of portfolio
3,791
Q1 2025 Added 1.91%
$314B
$877 Million 0.6% of portfolio
12,243
Q1 2025 Reduced 0.49%
$113B
$855 Million 0.58% of portfolio
8,143
Q1 2025 Added 11.05%
$385B
$851 Million 0.58% of portfolio
4,995
Q1 2025 Reduced 3.66%
$73.7B
$837 Million 0.57% of portfolio
3,374
Q1 2025 Reduced 1.95%
$0
$810 Million 0.55% of portfolio
83,888
Q1 2025 Added 2.48%
$0
$766 Million 0.52% of portfolio
5,942
Q1 2025 Added 0.34%
$4.25B
$765 Million 0.52% of portfolio
5,970
Q1 2025 Reduced 0.76%
$0
$754 Million 0.51% of portfolio
1,349
Q1 2025 Added 2.74%

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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