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CIK: 0002011267
Total reported value
$248.0M
$248.0M
99 檔
17.6%
As reported in its official Q4 2024 Form 13F filing, Seamount Financial Group Inc's tracked investment portfolio stood at $248.0M with 99 total positions.
In Q4 2024, Seamount Financial Group Inc displayed an active expansion posture, initiating 8 new positions and adding to 22 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.33% | +0.06% | -0.05% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.11% | +0.01% | +1.00% | |
| 3 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 5.13% | +0.24% | +13.26% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.59% | +0.16% | -4.61% | |
| 5 | CGDV | Cap Group Dividend Value | ETF-Other | 4.02% | +0.36% | +15.97% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.11% | -0.45% | -2.60% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.09% | -0.04% | +0.38% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.56% | +0.16% | +11.29% | |
| 9 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 2.11% | -0.15% | +5.66% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.10% | +0.87% | +10.84% | |
| 11 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.09% | +0.06% | -6.07% | |
| 12 | VDE | Vanguard Energy ETF | ETF-Other | 2.03% | -0.45% | +3.52% | |
| 13 | CGBL | Cap Group Core Balanced | ETF-Other | 1.89% | +0.21% | +92.45% | |
| 14 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.81% | +0.04% | -4.70% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.77% | +0.08% | -1.89% | |
| 16 | CGUS | Cap Group Core Equity | ETF-Other | 1.69% | +0.24% | +69.00% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.68% | -0.19% | +2.76% | |
| 18 | GLD | Spdr Gold Shares | ETF-Commodities | 1.67% | -0.36% | -4.25% | |
| 19 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.65% | -0.15% | +1.78% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.59% | +0.11% | -1.65% | |
| 21 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.57% | -0.11% | +1.79% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.51% | -0.01% | -5.67% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.44% | -0.23% | +16.30% | |
| 24 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.40% | +0.03% | +0.61% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 1.10% | +0.08% | +1.65% | |
| 26 | VV | Vanguard Large-cap ETF | ETF-Other | 1.00% | +0.02% | -1.08% | |
| 27 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.95% | -0.09% | +8.56% | |
| 28 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.89% | +0.07% | +48.43% | |
| 29 | CGDG | Cap Group Dividend Growers | ETF-Other | 0.88% | -0.04% | -0.91% | |
| 30 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.87% | — | — | |
| 31 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.84% | -0.21% | +151.28% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.80% | -0.01% | -6.99% | |
| 33 | CGGR | Cap Group Growth Equity | ETF-Other | 0.78% | +0.15% | +30.84% | |
| 34 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.75% | -0.06% | +1.93% | |
| 35 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.72% | -0.03% | +8.02% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.70% | -0.14% | -3.91% | |
| 37 | DFP | Flaherty & Crumrine Dyn Pref | Stock-Other | 0.68% | -0.04% | -16.29% | |
| 38 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.66% | +0.02% | +0.24% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.65% | -0.35% | +1.57% | |
| 40 | BX | Blackstone Inc | Stock-Financials | 0.62% | -0.03% | -4.94% | |
| 41 | ITW | Illinois Tool Works | Stock-Industrials | 0.60% | -0.03% | -5.10% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | -0.03% | -6.24% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.59% | -0.46% | +1.16% | |
| 44 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.57% | -0.01% | +153.60% | |
| 45 | MATX | Matson Inc | Stock-Industrials | 0.56% | +0.02% | -4.45% | |
| 46 | VKQ | Invesco Municipal Trust | Stock-Other | 0.55% | -0.02% | +1.60% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.53% | +0.06% | +38.50% | |
| 48 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.53% | -0.02% | -4.47% | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.52% | -0.03% | +104.21% | |
| 50 | WM | Waste Management Inc | Stock-Industrials | 0.52% | -0.05% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPIE | Jpmorgan Income ETF | +0.9% | NEW | New buy |
| 2 | CGBL | Cap Group Core Balanced | +0.8% | +92.45% | Add |
| 3 | CGUS | Cap Group Core Equity | +0.6% | +69.00% | Add |
| 4 | AMZN | Amazon.com Inc | +0.6% | +1.00% | Add |
| 5 | CGMS | Cap Group US Multi-sect Bond | +0.5% | +151.28% | Add |
| 6 | HYDB | Ishares High Yield Systemati | +0.3% | +153.60% | Add |
| 7 | JQUA | Jpmorgan US Quality Factor | +0.3% | +13.26% | Add |
| 8 | NOW | Servicenow Inc | +0.3% | NEW | New buy |
| 9 | TCAF | T Rowe Prc Cap Appreciation | +0.2% | +48.43% | Add |
| 10 | VYM | Vanguard High Dvd Yield ETF | +0.2% | +104.21% | Add |
| 11 | CGGO | Cap Group Global Growth | +0.2% | +152.58% | Add |
| 12 | AVGO | Broadcom Inc | +0.2% | +1.65% | Add |
| 13 | XHB | Ss Spdr S&p Homebldrs ETF | +0.2% | +137.97% | Add |
| 14 | CGMU | Cap Group Municipal Income | +0.2% | NEW | New buy |
| 15 | FMHI | First Trust Municipal High I | +0.2% | NEW | New buy |
| 16 | CGIE | Cap Group Intl Equity | +0.2% | NEW | New buy |
| 17 | CGGR | Cap Group Growth Equity | +0.2% | +30.84% | Add |
| 18 | META | Meta Platforms Inc-class A | +0.2% | +89.34% | Add |
| 19 | SHEL | Shell Plc-adr | +0.2% | NEW | New buy |
| 20 | UAL | United Airlines Holdings Inc | +0.2% | -7.94% | Trim |
| 21 | HYD | Vaneck High Yield Muni ETF | +0.2% | NEW | New buy |
| 22 | CGCP | Cap Group Core Plus Income | +0.2% | NEW | New buy |
| 23 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +10.84% | Add |
| 24 | COST | Costco Wholesale CORP | +0.1% | +16.30% | Add |
| 25 | CGDV | Cap Group Dividend Value | +0.1% | +15.97% | Add |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +38.50% | Add |
| 27 | PFF | Ishares Preferred & Income S | +0.1% | +58.57% | Add |
| 28 | VOO | Vanguard S&p 500 ETF | +0.1% | +11.29% | Add |
| 29 | NVDA | Nvidia CORP | 0% | +2.09% | Add |
| 30 | HYS | Pimco 0-5 Year H/y CORP Bond | -0.1% | +5.66% | Add |
| 31 | GIS | General Mills Inc | -0.1% | -4.91% | Trim |
| 32 | PG | Procter & Gamble Co/the | -0.1% | -6.24% | Trim |
| 33 | MATX | Matson Inc | -0.1% | -4.45% | Trim |
| 34 | AAPL | Apple Inc | -0.1% | -0.05% | Trim |
| 35 | NUE | Nucor CORP | -0.1% | -13.67% | Trim |
| 36 | JNJ | Johnson & Johnson | -0.1% | -6.62% | Trim |
| 37 | VYMI | Vanguard Int High Dvd Yld In | -0.1% | -6.83% | Trim |
| 38 | VGK | Vanguard Ftse Europe ETF | -0.1% | -9.30% | Trim |
| 39 | AMD | Advanced Micro Devices | -0.2% | -7.48% | Trim |
| 40 | MTN | Vail Resorts Inc | -0.2% | EXIT | Sold out |
| 41 | KO | Coca-cola Co/the | -0.2% | -4.47% | Trim |
| 42 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.2% | +1.79% | Add |
| 43 | GLD | Spdr Gold Shares | -0.2% | -4.25% | Trim |
| 44 | XMHIX | Pioneer Muni High Inc Tr | -0.3% | -53.07% | Trim |
| 45 | DFP | Flaherty & Crumrine Dyn Pref | -0.3% | -16.29% | Trim |
| 46 | DFAU | Dimensional US Core Equity M | -0.3% | -6.07% | Trim |
| 47 | VT | Vanguard Tot World Stk ETF | -0.3% | -4.70% | Trim |
| 48 | VNQ | Vanguard Real Estate ETF | -0.4% | -5.67% | Trim |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | -2.60% | Trim |
| 50 | VTI | Vanguard Total Stock Mkt ETF | -0.5% | -4.61% | 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 99 disclosed positions in Q4 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, JQUA) accounted for 17.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
JPIE
市值: $1.3M
Top Position Liquidated / Trimmed
MTN
前期市值: $208.8K
During Q4 2024, Seamount Financial Group Inc's top holdings by market value included AAPL (9.3%)、AMZN (7.1%)、JQUA (5.1%). The largest single position, AAPL, represented 9.3% of total portfolio value.
In Q4 2024, Seamount Financial Group Inc made 50 total portfolio adjustments, initiating 8 new buys, adding to 22 positions, trimming 19 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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