Seamount Financial Group Inc Incresed Positions in Q2 2025

Seamount Financial Group Inc

  • $194 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
13.4K
+ 233.9%
$94.31 - $157.99 $1.26M - $2.11M
19.1K $3.02B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.45K
+ 54.56%
$483.48 - $539.8 $2.64M - $2.94M
15.4K $7.5B
MSFT
Microsoft Corp

Technology
2.8K
+ 45.74%
$354.56 - $497.45 $992K - $1.39M
8.92K $4.44B
AMZN
Amazon Com Inc

Consumer Cyclical
3.16K
+ 6.69%
$167.32 - $223.3 $529K - $706K
50.4K $11.1B
CGDV
Capital Group Divid Value ETF

ETFs
18.9K
+ 10.7%
$31.93 - $39.49 $604K - $746K
196K $7.72B
XOM
Exxon Mobil Corp

Energy
13K
+ 154.05%
$99.93 - $119.04 $1.3M - $1.55M
21.5K $2.31B
COST
Costco Wholesale Corp

Consumer Defensive
1.18K
+ 50.26%
$908.13 - $1056.85 $1.07M - $1.24M
3.52K $3.48B
AAPL
Apple Inc.

Technology
10.3K
+ 18.41%
$172.42 - $223.89 $1.77M - $2.3M
66K $13.5B
VTI
Vanguard Total Stock Market Et

ETFs
1.38K
+ 6.0%
$243.75 - $303.93 $336K - $419K
24.3K $7.4B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
9.63K
+ 7.37%
$50.39 - $60.05 $485K - $578K
140K $8.42B
Capital Group Core Balanced
20.7K
+ 19.54%
N/A
127K $4.24B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
982
+ 13.43%
$456.74 - $568.03 $449K - $558K
8.3K $4.71B
CGGR
Capital Group Growth ETF Shs C

ETFs
13.2K
+ 33.1%
$30.53 - $40.65 $404K - $538K
53.2K $2.16B
VT
Vanguard Total World Stk Index

ETFs
3.93K
+ 17.81%
$103.16 - $128.52 $405K - $505K
26K $3.34B
AVGO
Broadcom Inc.

Technology
11
+ 0.16%
$146.29 - $275.65 $1.61K - $3.03K
7.07K $1.95B
CVX
Chevron Corp

Energy
6.35K
+ 95.61%
$133.73 - $168.51 $849K - $1.07M
13K $1.86B
META
Meta Platforms, Inc.

Communication Services
601
+ 62.73%
$484.66 - $738.09 $291K - $444K
1.56K $1.15B
JPM
Jpmorgan Chase & CO

Financial Services
1.32K
+ 27.41%
$210.28 - $289.91 $277K - $382K
6.12K $1.77B
CGUS
Capital Group Core Equity ETF
8.8K
+ 11.49%
$29.93 - $36.93 $263K - $325K
85.4K $3.15B
VIG
Vanguard Dividend Appreciation

ETFs
1.58K
+ 6.81%
N/A
24.7K $5.06B
IWM
Ishares Russell 2000 ETF

ETFs
1.72K
+ 15.88%
$174.82 - $215.79 $301K - $371K
12.5K $2.71B
Capital Group Dividend Growe
12.1K
+ 26.77%
N/A
57.2K $1.92B
DFAU
Dimensional ETF Tr

ETFs
5.38K
+ 7.09%
$34.04 - $42.36 $183K - $228K
81.2K $3.44B
UNP
Union Pacific Corp

Industrials
2.18K
+ 120.74%
$208.27 - $238.46 $455K - $521K
3.99K $918M
VO
Vanguard Mid Cap ETF

ETFs
837
+ 8.17%
$228.54 - $279.83 $191K - $234K
11.1K $3.1B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
8.13K
+ 38.24%
$50.36 - $50.68 $409K - $412K
29.4K $1.49B
SPY
Spdr S&P 500 ETF Trust

ETFs
502
+ 37.21%
$496.48 - $617.85 $249K - $310K
1.85K $1.14B
CGGO
Capital Group Global Growth Eq

ETFs
9.33K
+ 42.78%
$25.31 - $32.17 $236K - $300K
31.1K $996M
VNQ
Vanguard Specialized Funds Van

ETFs
4.32K
+ 17.13%
$79.79 - $91.42 $344K - $395K
29.5K $2.63B
VV
Vanguard Large Cap ETF

ETFs
624
+ 11.09%
$228.25 - $285.3 $142K - $178K
6.25K $1.78B
SHEL
Shell PLC

Energy
4.9K
+ 111.46%
$59.75 - $73.05 $293K - $358K
9.3K $655M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
2.71K
+ 7.13%
$89.58 - $95.01 $242K - $257K
40.6K $3.86B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
438
+ 9.16%
$376.48 - $440.65 $165K - $193K
5.22K $2.3B
WMT
Walmart Inc.

Consumer Defensive
1.85K
+ 16.59%
$81.79 - $99.98 $151K - $185K
13K $1.27B
GOOGL
Alphabet Inc.

Communication Services
1.1K
+ 31.58%
$144.7 - $178.6 $159K - $197K
4.59K $809M
Capital Group International
7.09K
+ 94.56%
N/A
14.6K $480M
PG
Procter & Gamble CO

Consumer Defensive
1.92K
+ 38.34%
$157.66 - $172.39 $302K - $330K
6.91K $1.1B
GLD
Spdr Gold Trust

ETFs
242
+ 2.41%
$273.71 - $316.29 $66.2K - $76.5K
10.3K $3.13B
V
Visa Inc.

Financial Services
655
+ 46.39%
$308.27 - $373.31 $202K - $245K
2.07K $734M
KO
Coca Cola CO

Consumer Defensive
3.3K
+ 26.95%
$68.37 - $73.9 $226K - $244K
15.5K $1.1B
T Rowe Price ETF Inc
2.37K
+ 5.3%
N/A
47.1K $1.66B
RTX
Raytheon Technologies Corp

Industrials
949
+ 31.7%
$113.75 - $148.48 $108K - $141K
3.94K $576M
DIS
Walt Disney CO

Communication Services
945
+ 39.71%
$81.72 - $124.01 $77.2K - $117K
3.33K $412M
AMD
Advanced Micro Devices Inc

Technology
494
+ 20.46%
$78.21 - $143.81 $38.6K - $71K
2.91K $413M
UAL
United Airlines Holdings, Inc.

Industrials
1.06K
+ 15.79%
$56.15 - $84.23 $59.3K - $88.9K
7.74K $617M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.62K
+ 13.76%
$68.13 - $74.77 $178K - $196K
21.6K $1.57B
PFF
Ishares Trust Ishares Pfd And

ETFs
4.85K
+ 26.52%
$29.0 - $30.68 $141K - $149K
23.1K $709M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
940
+ 11.9%
$121.58 - $136.74 $114K - $129K
8.84K $1.2B
ABBV
Abb Vie Inc.

Healthcare
846
+ 65.58%
$170.16 - $206.27 $144K - $175K
2.14K $396M
Activity Summary
Buys All Purchases 116 New Holdings 33 Increased Positions 83 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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