Seamount Financial Group Inc Incresed Positions in Q1 2025

Seamount Financial Group Inc

  • $147 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
70
+ 0.71%
$442.66 - $534.52 $31K - $37.4K
9.99K $5.32B
Capital Group Core Balanced
18.4K
+ 20.98%
N/A
106K $3.29B
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
5.37K
+ 16.51%
$93.32 - $95.35 $501K - $512K
37.9K $3.55B
GLD
Spdr Gold Trust

ETFs
64
+ 0.64%
$243.19 - $288.14 $15.6K - $18.4K
10K $2.89B
CGDV
Capital Group Divid Value ETF

ETFs
11.5K
+ 6.97%
$34.95 - $37.36 $402K - $430K
177K $6.3B
HYDB
Ishares Tr Edge High Yield Def

ETFs
9.01K
+ 51.74%
$46.82 - $47.8 $422K - $431K
26.4K $1.24B
FMHI
First Tr ETF Iii Municipal Hig

ETFs
8.79K
+ 140.62%
$47.47 - $48.84 $417K - $429K
15K $719M
CGMS
Capital Grp Core Plus Income E
11.3K
+ 25.17%
N/A
56.1K $1.53B
CGGR
Capital Group Growth ETF Shs C

ETFs
9.67K
+ 31.9%
$33.98 - $39.84 $329K - $385K
40K $1.37B
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.81K
+ 8.52%
$105.1 - $109.61 $191K - $199K
23.1K $2.51B
CVX
Chevron Corp

Energy
110
+ 1.69%
$146.71 - $167.97 $16.1K - $18.5K
6.64K $1.11B
XOM
Exxon Mobil Corp

Energy
541
+ 6.84%
$105.44 - $118.93 $57K - $64.3K
8.45K $1.01B
T Rowe Price ETF Inc
5.96K
+ 15.37%
N/A
44.7K $1.44B
COP
Conocophillips

Energy
810
+ 11.05%
$88.6 - $105.85 $71.8K - $85.7K
8.14K $855M
WM
Waste Management Inc

Industrials
71
+ 1.91%
$200.54 - $233.78 $14.2K - $16.6K
3.79K $878M
COST
Costco Wholesale Corp

Consumer Defensive
57
+ 2.5%
$890.62 - $1076.86 $50.8K - $61.4K
2.34K $2.21B
Capital Group Dividend Growe
2K
+ 4.64%
N/A
45.1K $1.39B
CGUS
Capital Group Core Equity ETF
6.75K
+ 9.66%
$33.08 - $36.62 $223K - $247K
76.6K $2.56B
NUV
Nuveen Municipal Value Fund Inc

Financial Services
12K
+ 24.92%
$8.58 - $8.9 $103K - $106K
60K $526M
HYD
Vaneck High Yield Muni ETF

ETFs
2.28K
+ 49.77%
$50.79 - $52.53 $116K - $120K
6.86K $351M
JPIE
J P Morgan Exchange Traded Fd
2.13K
+ 7.68%
$45.46 - $46.18 $96.8K - $98.3K
29.8K $1.37B
JNJ
Johnson & Johnson

Healthcare
92
+ 2.09%
$142.06 - $167.7 $13.1K - $15.4K
4.49K $745M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.31K
+ 19.0%
$58.01 - $64.46 $76.2K - $84.6K
8.22K $511M
NFLX
Netflix Inc

Communication Services
93
+ 28.79%
$828.4 - $1058.6 $77K - $98.4K
416 $388M
VNQ
Vanguard Specialized Funds Van

ETFs
673
+ 2.74%
$85.55 - $94.34 $57.6K - $63.5K
25.2K $2.28B
VO
Vanguard Mid Cap ETF

ETFs
569
+ 5.88%
$251.87 - $277.95 $143K - $158K
10.2K $2.65B
SHEL
Shell PLC

Energy
500
+ 12.83%
$62.84 - $73.29 $31.4K - $36.6K
4.4K $322M
V
Visa Inc.

Financial Services
90
+ 6.81%
$306.92 - $362.71 $27.6K - $32.6K
1.41K $495M
T Rowe Price ETF Inc
2.87K
+ 24.26%
N/A
14.7K $448M
Flaherty & Crumrine Dynamic
1.96K
+ 3.99%
N/A
51.1K $1.03B
PSX
Phillips 66

Energy
250
+ 10.63%
$113.93 - $131.55 $28.5K - $32.9K
2.6K $321M
QQQ
Invesco Qqq Trust, Series 1

ETFs
648
+ 10.89%
$468.34 - $539.52 $303K - $350K
6.6K $3.09B
VPU
Vanguard Utilities ETF

ETFs
126
+ 3.67%
$161.24 - $173.33 $20.3K - $21.8K
3.56K $607M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
424
+ 6.15%
$507.05 - $563.67 $215K - $239K
7.31K $3.76B
NUE
Nucor Corp

Basic Materials
241
+ 9.54%
$114.48 - $142.52 $27.6K - $34.3K
2.77K $333M
VDC
Vanguard Consumer Staples ETF

ETFs
17
+ 0.51%
$206.54 - $226.16 $3.51K - $3.84K
3.36K $736M
CGMU
Capital Group Core Plus Income
856
+ 7.6%
N/A
12.1K $325M
VIG
Vanguard Dividend Appreciation

ETFs
291
+ 1.27%
N/A
23.1K $4.49B
VHT
Vanguard Health Care ETF

ETFs
4
+ 0.35%
$254.06 - $273.83 $1.02K - $1.1K
1.15K $304M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
20
+ 0.34%
$126.11 - $135.06 $2.52K - $2.7K
5.94K $766M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
85
+ 1.79%
$51.52 - $52.37 $4.38K - $4.45K
4.83K $253M
VKQ
Invesco Municipal Trust

Financial Services
2.03K
+ 2.48%
$9.53 - $10.07 $19.3K - $20.4K
83.9K $810M
META
Meta Platforms, Inc.

Communication Services
17
+ 1.81%
$576.36 - $736.67 $9.8K - $12.5K
958 $552M
CGGO
Capital Group Global Growth Eq

ETFs
701
+ 3.32%
$28.33 - $30.84 $19.9K - $21.6K
21.8K $618M
VV
Vanguard Large Cap ETF

ETFs
233
+ 4.32%
$253.32 - $282.66 $59K - $65.9K
5.63K $1.45B
PFF
Ishares Trust Ishares Pfd And

ETFs
47
+ 0.26%
$30.73 - $32.26 $1.44K - $1.52K
18.3K $562M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
135
+ 9.85%
$211.47 - $267.17 $28.5K - $36.1K
1.51K $318M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
361
+ 5.61%
$95.53 - $112.45 $34.5K - $40.6K
6.79K $658M
SPY
Spdr S&P 500 ETF Trust

ETFs
36
+ 2.74%
$551.42 - $612.93 $19.9K - $22.1K
1.35K $754M
Activity Summary
Buys All Purchases 68 New Holdings 3 Increased Positions 65 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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