Seed Wealth Management, Inc. Portfolio Holdings

Seed Wealth Management, Inc.

  • $125 Billion
  • Q3 2024

Seed Wealth Management, Inc. has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $125 Billion distributed in 157 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mortg Backed Sec ETF with a value of $7.75B, Janus Detroit Str Tr Henderson with a value of $5.21B, Schwab Strategic Tr Us Broad M with a value of $4.65B, American Centy ETF Tr Avantis with a value of $4.33B, and American Centy ETF Tr Avantis with a value of $3.85B.

Examining the 13F form we can see an increase of $10.2B in the current position value, from $115B to 125B.

Seed Wealth Management, Inc. is based out at Evanston, IL

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

Portfolio value $125 Billion
ETFs: $70.4 Billion
Technology: $15.1 Billion
Financial Services: $8.53 Billion
Healthcare: $6.68 Billion
Consumer Cyclical: $5.16 Billion
Communication Services: $4.14 Billion
Industrials: $3.73 Billion
Consumer Defensive: $2.89 Billion
Other: $2.85 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.26T
$2.65 Billion 2.12% of portfolio
6,162
Q2 2024 Added 1.32%
$3.99T
$2.4 Billion 1.92% of portfolio
10,309
Q2 2024 Added 2.21%
$90.6B
$1.45 Billion 1.16% of portfolio
8,380
Q3 2024 Added 900.0%
$2.25T
$1.42 Billion 1.14% of portfolio
7,620
Q2 2024 Added 2.7%
$239B
$1.4 Billion 1.12% of portfolio
11,790
Q3 2023 Added 100.0%
$0
$1.18 Billion 0.94% of portfolio
62,100
Q2 2024 Added 4.19%
$29.2B
$1.09 Billion 0.87% of portfolio
9,175
Q2 2024 Reduced 21.41%
$337B
$1.01 Billion 0.81% of portfolio
3,685
Q3 2024 Added 0.96%
$1.16T
$990 Million 0.79% of portfolio
5,920
Q2 2024 Added 4.59%
$0
$956 Million 0.76% of portfolio
44,220
Q3 2024 Reduced 4.33%
$1.39T
$916 Million 0.73% of portfolio
1,600
Q1 2023 New
$403B
$905 Million 0.72% of portfolio
2,233
Q4 2023 Reduced 4.29%
$446B
$903 Million 0.72% of portfolio
5,302
Q2 2024 Added 4.74%
$141B
$872 Million 0.7% of portfolio
3,437
Q4 2022 New
$1.01T
$792 Million 0.63% of portfolio
4,558
Q2 2024 Added 1.27%
$82.1B
$729 Million 0.58% of portfolio
1,474
Q1 2024 Reduced 3.28%
$37.2B
$703 Million 0.56% of portfolio
3,750
Q2 2024 Added 11.61%
$140B
$670 Million 0.54% of portfolio
18,000
Q3 2024 Reduced 2.7%
$129B
$672 Million 0.54% of portfolio
1,611
Q2 2024 Added 6.62%
$444B
$658 Million 0.53% of portfolio
5,613
Q2 2024 Added 16.12%
$254B
$661 Million 0.53% of portfolio
8,190
Q2 2024 Added 12.35%
$105B
$663 Million 0.53% of portfolio
22,196
Q2 2024 Added 7.14%
$378B
$603 Million 0.48% of portfolio
3,722
Q2 2024 Added 5.68%
$136B
$596 Million 0.48% of portfolio
1,650
Q4 2022 New
$236B
$574 Million 0.46% of portfolio
10,792
Q2 2024 Added 1.0%
$192B
$563 Million 0.45% of portfolio
1,440
Q2 2024 Added 6.27%
$75.6B
$547 Million 0.44% of portfolio
1,080
Q4 2022 New
$172B
$536 Million 0.43% of portfolio
3,150
Q3 2024 Added 6.24%
$216B
$512 Million 0.41% of portfolio
7,765
Q3 2024 Reduced 3.72%
$25.9B
$504 Million 0.4% of portfolio
5,215
Q2 2024 Added 12.03%
$85.9B
$469 Million 0.38% of portfolio
1,155
Q2 2024 Added 8.96%
$506B
$460 Million 0.37% of portfolio
1,674
Q4 2022 New
$401B
$436 Million 0.35% of portfolio
2,516
Q4 2022 New
$19.4B
$420 Million 0.34% of portfolio
4,065
Q2 2024 Added 4.5%
$249B
$428 Million 0.34% of portfolio
3,770
Q4 2022 New
$154B
$431 Million 0.34% of portfolio
454
Q2 2024 Added 6.32%
$196B
$409 Million 0.33% of portfolio
3,584
Q2 2024 Reduced 0.78%
$15.8B
$414 Million 0.33% of portfolio
24,703
Q2 2023 Reduced 16.32%
$95B
$407 Million 0.33% of portfolio
18,260
Q2 2024 Added 5.61%
$30.3B
$398 Million 0.32% of portfolio
2,590
Q4 2022 New
$95.5B
$406 Million 0.32% of portfolio
13,135
Q2 2024 Added 7.27%
$396B
$369 Million 0.3% of portfolio
520
Q4 2023 New
$168B
$373 Million 0.3% of portfolio
3,077
Q2 2024 Added 10.01%
$197B
$371 Million 0.3% of portfolio
1,679
Q2 2024 Added 11.64%
$98.8B
$380 Million 0.3% of portfolio
4,865
Q4 2023 Added 14.31%
$205B
$369 Million 0.29% of portfolio
712
Q2 2024 Added 16.72%
$467B
$367 Million 0.29% of portfolio
627
Q4 2022 New
$427B
$355 Million 0.28% of portfolio
400
Q3 2024 Reduced 21.41%
$1.17T
$348 Million 0.28% of portfolio
2,100
Q1 2023 New

Summary

  • Portfolio
  • No. of Stocks 157
  • Current Value $125 Billion
  • Prior Value $115 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 14 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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