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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$13.1B
$227 Million 0.18% of portfolio
6,980
Q3 2024 New
$84.3B
$210 Million 0.17% of portfolio
1,012
Q1 2024 New
$27.4B
$218 Million 0.17% of portfolio
3,645
Q2 2024 Added 7.36%
$17.1B
$207 Million 0.17% of portfolio
3,480
Q3 2024 New
$134B
$218 Million 0.17% of portfolio
3,357
Q2 2024 Added 14.11%
$155B
$216 Million 0.17% of portfolio
799
Q3 2024 New
$75.9B
$212 Million 0.17% of portfolio
816
Q3 2024 New
$46B
$204 Million 0.16% of portfolio
1,453
Q3 2024 New
$45B
$206 Million 0.16% of portfolio
3,120
Q4 2022 New
$14.9B
$127 Million 0.1% of portfolio
10,975
Q1 2024 Reduced 0.15%

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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