Seaview Investment Managers LLC Incresed Positions in Q2 2025

Seaview Investment Managers LLC

  • $451 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
58.1K
+ 63.63%
$94.31 - $157.99 $5.48M - $9.18M
149K $23.6M
META
Meta Platforms, Inc.

Communication Services
8.95K
+ 50.15%
$484.66 - $738.09 $4.34M - $6.6M
26.8K $19.8M
MSFT
Microsoft Corp

Technology
12.6K
+ 48.36%
$354.56 - $497.45 $4.48M - $6.29M
38.8K $19.3M
AVGO
Broadcom Inc.

Technology
22.3K
+ 1987.08%
$146.29 - $275.65 $3.26M - $6.15M
23.4K $6.45M
AMZN
Amazon Com Inc

Consumer Cyclical
23.6K
+ 42.95%
$167.32 - $223.3 $3.95M - $5.27M
78.5K $17.2M
GOOGL
Alphabet Inc.

Communication Services
28.2K
+ 43.37%
$144.7 - $178.6 $4.08M - $5.04M
93.3K $16.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9.99K
+ 46.82%
$483.48 - $539.8 $4.83M - $5.39M
31.3K $15.2M
AAPL
Apple Inc.

Technology
19.4K
+ 1059.65%
$172.42 - $223.89 $3.34M - $4.34M
21.2K $4.35M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.83K
+ 26.19%
$496.48 - $617.85 $2.9M - $3.6M
28.1K $17.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
6K
+ 15.67%
$416.06 - $551.64 $2.5M - $3.31M
44.3K $24.4M
CRM
Salesforce, Inc.

Technology
6.91K
+ 20.58%
$236.26 - $291.15 $1.63M - $2.01M
40.5K $11M
UBER
Uber Technologies, Inc

Technology
17K
+ 12.43%
$64.62 - $93.3 $1.1M - $1.59M
154K $14.4M
GLD
Spdr Gold Trust

ETFs
4.65K
+ 82.9%
$273.71 - $316.29 $1.27M - $1.47M
10.3K $3.13M
PLTR
Palantir Technologies Inc.

Technology
8.87K
+ 298.72%
$74.01 - $144.25 $657K - $1.28M
11.8K $1.61M
DELL
Dell Technologies Inc.

Technology
8.32K
+ 348.51%
$71.63 - $125.98 $596K - $1.05M
10.7K $1.31M
ORCL
Oracle Corp

Technology
3.92K
+ 6.15%
$122.82 - $218.63 $481K - $856K
67.6K $14.8M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.61K
+ 6.29%
$141.37 - $228.57 $510K - $824K
60.9K $13.8M
HEFA
Ishares Currency Hedged Msci E

ETFs
20.4K
+ 8.64%
$32.11 - $38.21 $655K - $779K
257K $9.74M
NFLX
Netflix Inc

Communication Services
568
+ 5.84%
$855.86 - $1339.13 $486K - $761K
10.3K $13.8M
ASML
Asml Holding Nv

Technology
945
+ 6.24%
$595.37 - $815.24 $563K - $770K
16.1K $12.9M
AMD
Advanced Micro Devices Inc

Technology
4.34K
+ 4.73%
$78.21 - $143.81 $339K - $624K
96K $13.6M
CEG
Constellation Energy Corp

Utilities
1.73K
+ 4.83%
$170.96 - $322.76 $295K - $557K
37.5K $12.1M
TMUS
T Mobile Us, Inc.

Communication Services
2.34K
+ 5.7%
$220.99 - $268.54 $517K - $628K
43.4K $10.3M
LLY
Eli Lilly & CO

Healthcare
714
+ 5.7%
$713.71 - $898.95 $510K - $642K
13.2K $10.3M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
7.48K
+ 9.48%
$68.13 - $74.77 $510K - $559K
86.4K $6.29M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.98K
+ 96.85%
$152.93 - $181.74 $456K - $542K
6.06K $1.1M
ALL
Allstate Corp

Financial Services
2.68K
+ 5.88%
$180.53 - $212.64 $483K - $569K
48.2K $9.71M
ADBE
Adobe Inc.

Technology
1.34K
+ 5.51%
$340.0 - $420.68 $455K - $563K
25.6K $9.92M
HCA
Hca Healthcare, Inc.

Healthcare
1.32K
+ 5.15%
$317.61 - $387.52 $418K - $510K
26.8K $10.3M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
3.69K
+ 7.79%
$101.93 - $128.63 $376K - $474K
51K $6.56M
PGR
Progressive Corp

Financial Services
1.72K
+ 5.25%
$255.27 - $288.74 $440K - $497K
34.5K $9.21M
ABT
Abbott Laboratories

Healthcare
3.06K
+ 3.9%
$123.95 - $138.08 $379K - $422K
81.4K $11.1M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
6.33K
+ 6.62%
$50.39 - $60.05 $319K - $380K
102K $6.12M
FISV
Fiserv Inc

Technology
2.47K
+ 5.25%
N/A
49.5K $6.19M
SAP
Sap Se

Technology
978
+ 32.04%
$237.53 - $309.8 $232K - $303K
4.03K $1.23M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.72K
+ 47.32%
$51.14 - $57.0 $241K - $269K
14.7K $835K
TSLA
Tesla, Inc.

Consumer Cyclical
762
+ 48.41%
$221.86 - $362.89 $169K - $277K
2.34K $742K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
8.53K
+ 34.43%
$25.27 - $27.14 $216K - $232K
33.3K $903K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
5.33K
+ 34.0%
$40.82 - $43.14 $218K - $230K
21K $906K
VIG
Vanguard Dividend Appreciation

ETFs
1.23K
+ 70.73%
N/A
2.97K $540K
SJNK
Spdr Bloomberg Short Term High

ETFs
8.51K
+ 31.88%
$24.12 - $25.48 $205K - $217K
35.2K $896K
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
8.75K
+ 30.78%
$22.36 - $23.73 $196K - $208K
37.2K $881K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
351
+ 91.64%
$456.74 - $568.03 $160K - $199K
734 $416K
LVHI
Franklin International Low Vol

ETFs
6.1K
+ 42.86%
$28.91 - $33.28 $176K - $203K
20.3K $661K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.38K
+ 17.58%
$101.69 - $139.02 $141K - $192K
9.25K $1.29M
YYY
Amplify ETF Tr High Income ETF

ETFs
16K
+ 37.82%
$10.18 - $11.74 $163K - $188K
58.3K $682K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.28K
+ 37.34%
$45.88 - $54.4 $150K - $178K
12K $655K
SHEL
Shell PLC

Energy
2.37K
+ 76.96%
$59.75 - $73.05 $141K - $173K
5.45K $383K
ETN
Eaton Corp PLC

Industrials
439
+ 28.16%
$246.52 - $356.99 $108K - $157K
2K $713K
Activity Summary
Buys All Purchases 131 New Holdings 47 Increased Positions 84 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 1 Puts 0
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