Sebold Capital Management, Inc. has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $149 Billion distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $27.7B, Vanguard Mid Cap ETF with a value of $10.6B, Vanguard Dividend Appreciation with a value of $10.4B, Schwab Fundamental Emerging Mk with a value of $7.46B, and Vanguard Ftse Developed Market with a value of $6B.

Examining the 13F form we can see an decrease of $2.54B in the current position value, from $152B to 149B.

Sebold Capital Management, Inc. is based out at Lisle, IL

Below you can find more details about Sebold Capital Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $149 Billion
ETFs: $140 Billion
Financial Services: $3.07 Billion
Consumer Cyclical: $1.7 Billion
Communication Services: $1.55 Billion
Technology: $1.3 Billion
Healthcare: $586 Million
Industrials: $481 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $149 Billion
  • Prior Value $152 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
Track This Portfolio

Track Sebold Capital Management, Inc. Portfolio

Follow Sebold Capital Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sebold Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sebold Capital Management, Inc. with notifications on news.