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CIK: 0002011267
Total reported value
$248.0M
$248.0M
92 檔
16.0%
At the close of Q3 2024, Seamount Financial Group Inc disclosed equity holdings valued at approximately $248.0M, spread across 92 reported holdings.
In Q3 2024, Seamount Financial Group Inc displayed an active expansion posture, initiating 6 new positions and adding to 30 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.46% | +0.06% | -2.05% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.51% | +0.01% | -5.52% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.12% | +0.16% | +7.44% | |
| 4 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 4.87% | +0.24% | +8.22% | |
| 5 | CGDV | Cap Group Dividend Value | ETF-Other | 3.90% | +0.36% | +3.17% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.53% | -0.45% | -0.39% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.39% | -0.04% | +12.05% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.46% | +0.16% | +5.47% | |
| 9 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.38% | +0.06% | +0.09% | |
| 10 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 2.21% | -0.15% | +9.41% | |
| 11 | VDE | Vanguard Energy ETF | ETF-Other | 2.15% | -0.45% | +0.68% | |
| 12 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.11% | +0.04% | -1.91% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.97% | +0.87% | +2.29% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.96% | +0.08% | +2.26% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.90% | -0.01% | +8.54% | |
| 16 | GLD | Spdr Gold Shares | ETF-Commodities | 1.90% | -0.36% | -0.90% | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.84% | -0.15% | +5.29% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.82% | -0.19% | -7.03% | |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.78% | -0.11% | +5.25% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.75% | +0.11% | +3.60% | |
| 21 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.51% | +0.03% | -1.94% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.31% | -0.23% | +29.40% | |
| 23 | VV | Vanguard Large-cap ETF | ETF-Other | 1.08% | +0.02% | +2.93% | |
| 24 | CGUS | Cap Group Core Equity | ETF-Other | 1.07% | +0.24% | +25.75% | |
| 25 | CGBL | Cap Group Core Balanced | ETF-Other | 1.06% | +0.21% | +85.32% | |
| 26 | CGDG | Cap Group Dividend Growers | ETF-Other | 1.01% | -0.04% | +8.80% | |
| 27 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.98% | -0.09% | +1.91% | |
| 28 | DFP | Flaherty & Crumrine Dyn Pref | Stock-Other | 0.95% | -0.04% | -0.82% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.88% | +0.08% | +369.23% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.83% | -0.01% | +0.73% | |
| 31 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.81% | -0.06% | -8.07% | |
| 32 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.79% | -0.03% | +4.37% | |
| 33 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.72% | +0.02% | +2.20% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.72% | -0.03% | +9.40% | |
| 35 | ITW | Illinois Tool Works | Stock-Industrials | 0.71% | -0.03% | -1.41% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.71% | -0.35% | +1.82% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.71% | -0.14% | -1.89% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.70% | -0.02% | +1.98% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.69% | -0.46% | +0.94% | |
| 40 | MATX | Matson Inc | Stock-Industrials | 0.68% | +0.02% | -2.40% | |
| 41 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.65% | +0.07% | +28.79% | |
| 42 | BX | Blackstone Inc | Stock-Financials | 0.63% | -0.03% | +1.68% | |
| 43 | VKQ | Invesco Municipal Trust | Stock-Other | 0.62% | -0.02% | — | |
| 44 | CGGR | Cap Group Growth Equity | ETF-Other | 0.61% | +0.15% | +44.82% | |
| 45 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.60% | -0.03% | — | |
| 46 | WM | Waste Management Inc | Stock-Industrials | 0.58% | -0.05% | -2.62% | |
| 47 | COP | Conocophillips | Stock-Energy | 0.58% | -0.20% | +3.11% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.57% | -0.04% | +2.28% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.56% | -0.01% | -1.13% | |
| 50 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.54% | -0.04% | +0.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CGBL | Cap Group Core Balanced | +0.5% | +85.32% | Add |
| 2 | HON | Honeywell International Inc | +0.4% | NEW | New buy |
| 3 | VIG | Vanguard Dividend Apprec ETF | +0.4% | +12.05% | Add |
| 4 | JQUA | Jpmorgan US Quality Factor | +0.3% | +8.22% | Add |
| 5 | VYM | Vanguard High Dvd Yield ETF | +0.3% | NEW | New buy |
| 6 | VNQ | Vanguard Real Estate ETF | +0.3% | +8.54% | Add |
| 7 | COST | Costco Wholesale CORP | +0.3% | +29.40% | Add |
| 8 | XHB | Ss Spdr S&p Homebldrs ETF | +0.3% | NEW | New buy |
| 9 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +7.44% | Add |
| 10 | DLN | Wisdomtree US Largecap Divid | +0.2% | NEW | New buy |
| 11 | CGUS | Cap Group Core Equity | +0.2% | +25.75% | Add |
| 12 | CGGO | Cap Group Global Growth | +0.2% | NEW | New buy |
| 13 | CGDV | Cap Group Dividend Value | +0.2% | +3.17% | Add |
| 14 | CGGR | Cap Group Growth Equity | +0.2% | +44.82% | Add |
| 15 | NFLX | Netflix Inc | +0.2% | NEW | New buy |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.39% | Trim |
| 17 | TCAF | T Rowe Prc Cap Appreciation | +0.1% | +28.79% | Add |
| 18 | VXUS | Vanguard Total Intl Stock | +0.1% | +75.80% | Add |
| 19 | BX | Blackstone Inc | +0.1% | +1.68% | Add |
| 20 | HYS | Pimco 0-5 Year H/y CORP Bond | +0.1% | +9.41% | Add |
| 21 | CGDG | Cap Group Dividend Growers | +0.1% | +8.80% | Add |
| 22 | VOO | Vanguard S&p 500 ETF | +0.1% | +5.47% | Add |
| 23 | GIS | General Mills Inc | +0.1% | +12.37% | Add |
| 24 | CGMS | Cap Group US Multi-sect Bond | +0.1% | +28.95% | Add |
| 25 | GLD | Spdr Gold Shares | +0.1% | -0.90% | Trim |
| 26 | VO | Vanguard Mid-cap ETF | +0.1% | +2.26% | Add |
| 27 | IWM | Ishares Russell 2000 ETF | +0.1% | +3.60% | Add |
| 28 | SDY | Ss Spdr S&p Dividend ETF | +0.1% | +4.37% | Add |
| 29 | WMT | Walmart Inc | +0.1% | -1.89% | Trim |
| 30 | MCD | Mcdonald's CORP | +0.1% | +3.05% | Add |
| 31 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | 0% | +5.25% | Add |
| 32 | SPLV | Invesco S&p 500 Low Volatili | 0% | +1.91% | Add |
| 33 | PG | Procter & Gamble Co/the | 0% | +9.40% | Add |
| 34 | KO | Coca-cola Co/the | 0% | +1.98% | Add |
| 35 | HD | Home Depot Inc | 0% | -1.13% | Trim |
| 36 | VCIT | Vanguard Int-term Corporate | 0% | +5.29% | Add |
| 37 | DFP | Flaherty & Crumrine Dyn Pref | 0% | -0.82% | Trim |
| 38 | VV | Vanguard Large-cap ETF | — | +2.93% | Add |
| 39 | AAPL | Apple Inc | 0% | -2.05% | Trim |
| 40 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | -1.94% | Trim |
| 41 | DFAU | Dimensional US Core Equity M | -0.1% | +0.09% | Add |
| 42 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | +2.29% | Add |
| 43 | VT | Vanguard Tot World Stk ETF | -0.1% | -1.91% | Trim |
| 44 | SMH | Vaneck Semiconductor ETF | -0.2% | -33.99% | Trim |
| 45 | GOOGL | Alphabet Inc-cl A | -0.3% | -32.27% | Trim |
| 46 | MSFT | Microsoft CORP | -0.4% | -7.03% | Trim |
| 47 | KRE | Ss Spdr S&p Regional Bank | -0.5% | EXIT | Sold out |
| 48 | NVDA | Nvidia CORP | -0.7% | -55.12% | Trim |
| 49 | AVGO | Broadcom Inc | -1% | +369.23% | Add |
| 50 | AMZN | Amazon.com Inc | -1.2% | -5.52% | Trim |
According to official SEC Form 13F filings, Seamount Financial Group Inc reported a total U.S. public equity portfolio value of $248.0M across 92 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, AMZN, VTI) accounted for 16.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
HON
市值: $493.7K
Top Position Liquidated / Trimmed
KRE
前期市值: $622.7K
During Q3 2024, Seamount Financial Group Inc's top holdings by market value included AAPL (9.5%)、AMZN (6.5%)、VTI (5.1%). The largest single position, AAPL, represented 9.5% of total portfolio value.
In Q3 2024, Seamount Financial Group Inc made 50 total portfolio adjustments, initiating 6 new buys, adding to 30 positions, trimming 13 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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