Seamount Financial Group Inc Portfolio Holdings

Seamount Financial Group Inc

  • $145 Billion
  • Q4 2024

Seamount Financial Group Inc has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $145 Billion distributed in 99 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $13.5B, Amazon Com Inc with a value of $10.3B, J P Morgan ETF Tr U S Quality with a value of $7.42B, Vanguard Total Stock Market Et with a value of $6.64B, and Capital Group Divid Value ETF with a value of $5.82B.

Examining the 13F form we can see an increase of $11.8B in the current position value, from $133B to 145B.

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 $145 Billion
ETFs: $75.7 Billion
Technology: $19 Billion
Consumer Cyclical: $11.7 Billion
Financial Services: $9.8 Billion
Consumer Defensive: $5.17 Billion
Industrials: $4.66 Billion
Energy: $3.04 Billion
Communication Services: $1.74 Billion
Other: $1.61 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$803 Million 0.55% of portfolio
81,858
Q4 2024 Added 1.6%
$0
$526 Million 0.36% of portfolio
33,900
Q4 2024 Reduced 5.04%
$0
$412 Million 0.28% of portfolio
48,002
Q4 2024 Added 5.03%
$0
$347 Million 0.24% of portfolio
20,790
Q4 2024 Reduced 8.33%
$0
$270 Million 0.19% of portfolio
29,111
Q4 2024 Reduced 53.07%

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $145 Billion
  • Prior Value $133 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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