SF

SEAMOUNT FINANCIAL GROUP INC

13F
SEAMOUNT FINANCIAL GROUP INC
Last update 2025-05-01 98 Stocks (3 new)
Value $147.00 Mil Turnover 5 %
Countries:
Top Holdings: AAPL(8.42%)AMZN(6.11%)JQUA(5.02%)VTI(4.30%)CGDV(4.29%)
Summary Stock Picks Current Portfolio
SEAMOUNT FINANCIAL GROUP INC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
55,723
12,377.8
+3.30%
8.420
+0.27%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
AMZN
Amazon.com Inc
47,214
8,982.9
+0.68%
6.110
+0.04%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
JQUA
JPMorgan U.S. Quality Factor ETF
130,630
7,376.7
+0.80%
5.020
+0.04%
0.130
+12.76%
+5.72%
6,450.4
 
VTI
Vanguard Total Stock Market ETF
22,971
6,313.5
+0.21%
4.300
+0.01%
0.000
+19.82%
+7.35%
476,615.2
 
CGDV
Capital Group Dividend Value ETF
176,663
6,296.3
+6.97%
4.290
+0.28%
0.040
+21.68%
+15.96%
18,969.4
 
BRK.B
Berkshire Hathaway Inc
9,991
5,321.0
+0.71%
3.620
+0.03%
0.000
-8.57%
+4.53%
1,022,296.6
Insurance
VIG
Vanguard Dividend Appreciation FTF
23,142
4,489.2
+1.27%
3.060
+0.04%
0.010
+12.58%
+6.21%
89,349.2
 
VOO
Vanguard S&P 500 ETF
7,313
3,758.1
+6.15%
2.560
+0.15%
0.000
+19.59%
+7.78%
660,834.1
 
HYS
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
37,912
3,550.8
+16.51%
2.420
+0.34%
0.260
+4.59%
+4.62%
1,447.7
 
CGBL
Capital Group Core Balanced ETF
106,161
3,288.9
+20.98%
2.240
+0.39%
0.170
+13.09%
+8.64%
2,529.0
 

SEAMOUNT FINANCIAL GROUP INC's Historical Top Holdings Breakdowns

SEAMOUNT FINANCIAL GROUP INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CGBL
Capital Group Core Balanced ETF
2025-03-31
Add
Add
+0.39%
●
30.81 ($31.74) 32.56
$33.67
6.08%
Add 20.98%
106,161
18,407
HYS
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
2025-03-31
Add
Add
+0.34%
●
93.32 ($94.43) 95.35
$94.62
0.20%
Add 16.51%
37,912
5,373
TRV
The Travelers Companies Inc
2025-03-31
Sold Out
Sold Out
-0.33%
●
232.43 ($249.13) 265.13
$265.97
6.76%
Sold Out
0
-1,969
FMHI
First Trust Municipal High Income ETF
First Trust Municipal High Income ETF
2025-03-31
Add
Add
+0.29%
●
47.47 ($48.37) 48.84
$46.12
-4.65%
Add 140.62%
15,034
8,786
HYDB
iShares High Yield Systematic Bond ETF
iShares High Yield Systematic Bond ETF
2025-03-31
Add
Add
+0.29%
●
46.82 ($47.34) 47.8
$47.25
-0.19%
Add 51.74%
26,436
9,014
CGDV
Capital Group Dividend Value ETF
2025-03-31
Add
Add
+0.28%
●
34.95 ($36.32) 37.36
$40.63
11.87%
Add 6.97%
176,663
11,508
AAPL
Apple Inc
2025-03-31
Add
Add
+0.27%
●
209.68 ($231.67) 247.1
$211.18
-8.84%
Add 3.3%
55,723
1,781
CGGR
Capital Group Growth ETF
2025-03-31
Add
Add
+0.22%
●
33.98 ($37.42) 39.84
$41.30
10.37%
Add 31.9%
39,993
9,673
CGMS
Capital Group U.S. Multi-Sector Income
Capital Group U.S. Multi-Sector Income
2025-03-31
Add
Add
+0.21%
●
27.1 ($27.45) 27.71
$27.56
0.40%
Add 25.17%
56,106
11,281
QQQ
INVESCO QQQ Trust
2025-03-31
Add
Add
+0.21%
●
468.34 ($508.07) 539.52
$561.26
10.47%
Add 10.89%
6,599
648

SEAMOUNT FINANCIAL GROUP INC Total Holding History ($B)

To

SEAMOUNT FINANCIAL GROUP INC's Asset Allocation

To

SEAMOUNT FINANCIAL GROUP INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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SEAMOUNT FINANCIAL GROUP INC's Hypothetical Growth since 2025-03-31

SEAMOUNT FINANCIAL GROUP INC's Yearly Returns

Year Portfolio % % Excess Gain %

SEAMOUNT FINANCIAL GROUP INC's Holdings Heat Map

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SEAMOUNT FINANCIAL GROUP INC's Holdings Bubble Chart

SEAMOUNT FINANCIAL GROUP INC News

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