Seamount Financial Group Inc Portfolio Holdings

Seamount Financial Group Inc

  • $133 Billion
  • Q3 2024

Seamount Financial Group Inc has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $133 Billion distributed in 92 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $12.6B, Amazon Com Inc with a value of $8.65B, Vanguard Total Stock Market Et with a value of $6.8B, J P Morgan ETF Tr U S Quality with a value of $6.47B, and Capital Group Divid Value ETF with a value of $5.19B.

Examining the 13F form we can see an increase of $10.4B in the current position value, from $123B to 133B.

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 $133 Billion
ETFs: $71.5 Billion
Technology: $17.3 Billion
Consumer Cyclical: $10.3 Billion
Financial Services: $10.3 Billion
Consumer Defensive: $5.09 Billion
Industrials: $4.7 Billion
Energy: $2.94 Billion
Healthcare: $1.56 Billion
Other: $1.73 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$827 Million 0.62% of portfolio
80,571
Q4 2023 New
$0
$595 Million 0.45% of portfolio
62,027
Q1 2024 Reduced 7.46%
$0
$586 Million 0.44% of portfolio
35,699
Q3 2024 Reduced 1.65%
$0
$412 Million 0.31% of portfolio
45,702
Q3 2024 Reduced 7.11%
$0
$392 Million 0.29% of portfolio
22,678
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $133 Billion
  • Prior Value $123 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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