Seed Wealth Management, Inc. Portfolio Holdings by Sector
Seed Wealth Management, Inc.
- $123 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VMBS JMBS SCHP SCHB AVUS AVUV SPMB VRP 48 stocks |
$68 Million
58.37% of portfolio
|
18
|
8
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR ORCL SNPS ADBE 5 stocks |
$5.12 Million
4.4% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO TSM QCOM NVDA TXN 5 stocks |
$3.19 Million
2.74% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$2.95 Million
2.53% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BTT NPFD EMD NEA MVF JOF 6 stocks |
$2.41 Million
2.07% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG META GOOGL 3 stocks |
$2.17 Million
1.86% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2.15 Million
1.84% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN EBAY 2 stocks |
$1.71 Million
1.47% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK ABT EW SNN 4 stocks |
$1.54 Million
1.32% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM SHEL EQNR 3 stocks |
$1.51 Million
1.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ MRK ABBV SNY 4 stocks |
$1.48 Million
1.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR CB 2 stocks |
$1.25 Million
1.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
UBS JPM WFC HSBC 4 stocks |
$1.24 Million
1.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
DE CAT 2 stocks |
$1.23 Million
1.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V PYPL DFS 3 stocks |
$1.15 Million
0.99% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$1.1 Million
0.94% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
IBN KEY 2 stocks |
$1.09 Million
0.94% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM INFY FISV 3 stocks |
$1.02 Million
0.87% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$991,987
0.85% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM 1 stocks |
$988,907
0.85% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO 1 stocks |
$974,243
0.84% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX 2 stocks |
$955,329
0.82% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX LHX LMT 3 stocks |
$880,804
0.76% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
DELL 1 stocks |
$836,301
0.72% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$818,402
0.7% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
TTWO EA 2 stocks |
$815,702
0.7% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$795,920
0.68% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG KMB 2 stocks |
$686,344
0.59% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$665,974
0.57% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
AZO BBY 2 stocks |
$638,148
0.55% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
RSG WM 2 stocks |
$539,894
0.46% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
AES SRE 2 stocks |
$508,567
0.44% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
LEN 1 stocks |
$445,346
0.38% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA 1 stocks |
$399,110
0.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$356,296
0.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL 1 stocks |
$354,140
0.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$348,265
0.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$328,391
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
WTW 1 stocks |
$327,812
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
FDX 1 stocks |
$298,631
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
HLN 1 stocks |
$295,632
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW 1 stocks |
$262,786
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
PNR 1 stocks |
$256,229
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
IRM 1 stocks |
$225,425
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
TSN 1 stocks |
$222,059
0.19% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
EXPE 1 stocks |
$210,125
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
IP 1 stocks |
$205,664
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
NTR 1 stocks |
$204,392
0.18% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$200,117
0.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
RC 1 stocks |
$126,232
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|