Seamount Financial Group Inc Portfolio Holdings by Sector
Seamount Financial Group Inc
- $147 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
JQUA CGDV VIG VOO HYS VDE QQQ DFAU 41 stocks |
$72.1 Million
54.06% of portfolio
|
31
|
10
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$12.4 Million
9.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$8.98 Million
6.74% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$6.31 Million
4.74% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$5.32 Million
3.99% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
VKQ BX FFC NUV FLC MHI 6 stocks |
$3.2 Million
2.4% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$3.19 Million
2.39% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM SHEL 3 stocks |
$2.44 Million
1.83% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$2.3 Million
1.72% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO NVDA AMD 3 stocks |
$2.05 Million
1.54% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$1.18 Million
0.88% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$1.09 Million
0.82% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ ABBV 2 stocks |
$1.02 Million
0.76% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$877,654
0.66% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$876,844
0.66% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP 1 stocks |
$855,220
0.64% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$851,248
0.64% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Specialty Industrial Machinery | Industrials
ITW 1 stocks |
$836,786
0.63% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Marine Shipping | Industrials
MATX 1 stocks |
$765,175
0.57% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$705,644
0.53% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$665,290
0.5% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX GD 2 stocks |
$626,592
0.47% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$622,838
0.47% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$494,850
0.37% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$481,056
0.36% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
UAL 1 stocks |
$461,806
0.35% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$427,122
0.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$409,049
0.31% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS 1 stocks |
$405,376
0.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
NUE 1 stocks |
$333,101
0.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
NOW 1 stocks |
$323,233
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$321,295
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
DLR 1 stocks |
$226,971
0.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
AEP 1 stocks |
$205,149
0.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|