The Analysis of SEAMOUNT FINANCIAL GROUP INC's Holdings


Currently, SEAMOUNT FINANCIAL GROUP INC holds 134 types of securities in its portfolio with a total value $211.8M. In the most recent quarter, they have increased their positions in CGBL (+27.5K shares, valued at $954.5K), CGDV (+12.2K shares, valued at $512.4K), WFC (+5.1K shares, valued at $426.5K); decreased their positions in AAPL (-7.0K shares, valued at $1.8M), AMZN (-1.8K shares, valued at $397.4K), COST (-249 shares, valued at $230.5K); initiated new positions in WFC (+5.1K shares, valued at $426.5K), SHLD (+5.5K shares, valued at $388.9K), CMG (+8.4K shares, valued at $328.0K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
AAPL APPLE INC59.0K shares-10.55%2025-09-302025-10-24history
AMZN AMAZON COM INC48.6K shares-3.59%2025-09-302025-10-24history
JQUA J P MORGAN EXCHANGE TRADED F143.8K shares2.49%2025-09-302025-10-24history
CGDV CAPITAL GROUP DIVIDEND VALUE207.8K shares6.23%2025-09-302025-10-24history
VTI VANGUARD INDEX FDS25.0K shares2.59%2025-09-302025-10-24history
BRK.B BERKSHIRE HATHAWAY INC DEL15.1K shares-2.39%2025-09-302025-10-24history
VIG VANGUARD SPECIALIZED FUNDS25.0K shares1.14%2025-09-302025-10-24history
VOO VANGUARD INDEX FDS8.8K shares5.69%2025-09-302025-10-24history
Sponsored
CGBL CAPITAL GROUP CORE BALANCED154.4K shares21.66%2025-09-302025-10-24history
MSFT MICROSOFT CORP9.2K shares3.60%2025-09-302025-10-24history
QQQ INVESCO QQQ TR7.7K shares4.27%2025-09-302025-10-24history
HYS PIMCO ETF TR43.5K shares7.04%2025-09-302025-10-24history
NVDA NVIDIA CORPORATION19.8K shares3.52%2025-09-302025-10-24history
DFAU DIMENSIONAL ETF TRUST80.3K shares-1.11%2025-09-302025-10-24history
VT VANGUARD INTL EQUITY INDEX F26.1K shares0.41%2025-09-302025-10-24history
GLD SPDR GOLD TR10.1K shares-2.02%2025-09-302025-10-24history
Sponsored
CGUS CAPITAL GROUP CORE EQUITY ET89.6K shares4.94%2025-09-302025-10-24history
VO VANGUARD INDEX FDS12.0K shares8.59%2025-09-302025-10-24history
VDE VANGUARD WORLD FD26.0K shares3.84%2025-09-302025-10-24history
IWM ISHARES TR13.2K shares5.58%2025-09-302025-10-24history
COST COSTCO WHSL CORP NEW3.3K shares-7.08%2025-09-302025-10-24history
LQD ISHARES TR25.8K shares7.46%2025-09-302025-10-24history
VNQ VANGUARD INDEX FDS31.0K shares4.93%2025-09-302025-10-24history
IBM INTERNATIONAL BUSINESS MACHS9.8K shares-1.91%2025-09-302025-10-24history
Sponsored
VCIT VANGUARD SCOTTSDALE FDS31.7K shares-0.30%2025-09-302025-10-24history
CGGR CAPITAL GROUP GROWTH ETF59.6K shares11.94%2025-09-302025-10-24history
XOM EXXON MOBIL CORP22.1K shares2.85%2025-09-302025-10-24history
AVGO BROADCOM INC7.3K shares3.42%2025-09-302025-10-24history
DIA SPDR DOW JONES INDL AVERAGE5.0K shares-3.45%2025-09-302025-10-24history
CGDG CAPITAL GROUP DIVIDEND GROWE64.7K shares13.11%2025-09-302025-10-24history
CVX CHEVRON CORP NEW13.7K shares5.45%2025-09-302025-10-24history
TCAF T ROWE PRICE ETF INC54.3K shares15.32%2025-09-302025-10-24history
Sponsored
VV VANGUARD INDEX FDS6.4K shares2.93%2025-09-302025-10-24history
JPM JPMORGAN CHASE & CO.6.0K shares-2.55%2025-09-302025-10-24history
CGMS CAPITAL GRP FIXED INCM ETF T65.4K shares12.12%2025-09-302025-10-24history
SPLV INVESCO EXCH TRADED FD TR II21.9K shares1.20%2025-09-302025-10-24history
JPST J P MORGAN EXCHANGE TRADED F27.6K shares-6.03%2025-09-302025-10-24history
VOOG VANGUARD ADMIRAL FDS INC3.1K shares0.00%2025-09-302025-10-24history
HYDB ISHARES TR28.1K shares2.82%2025-09-302025-10-24history
WMT WALMART INC12.4K shares-4.62%2025-09-302025-10-24history
Sponsored
SPY SPDR S&P 500 ETF TR1.9K shares1.67%2025-09-302025-10-24history
CGGO CAPITAL GROUP GBL GROWTH EQT35.4K shares13.65%2025-09-302025-10-24history
GOOGL ALPHABET INC4.8K shares5.16%2025-09-302025-10-24history
SDY SPDR SERIES TRUST8.2K shares-6.79%2025-09-302025-10-24history
META META PLATFORMS INC1.5K shares-3.85%2025-09-302025-10-24history
SPHQ INVESCO EXCHANGE TRADED FD T14.7K shares0.27%2025-09-302025-10-24history
KO COCA COLA CO15.7K shares0.73%2025-09-302025-10-24history
DFP FLAHERTY & CRUMRINE DYNAMIC47.1K shares-1.32%2025-09-302025-10-24history
Sponsored
COP CONOCOPHILLIPS10.8K shares13.92%2025-09-302025-10-24history
PG PROCTER AND GAMBLE CO6.5K shares-5.89%2025-09-302025-10-24history
UNP UNION PAC CORP4.0K shares0.00%2025-09-302025-10-24history
SNA SNAP ON INC2.7K shares0.00%2025-09-302025-10-24history
BX BLACKSTONE INC5.5K shares-0.05%2025-09-302025-10-24history
JNJ JOHNSON & JOHNSON4.8K shares0.00%2025-09-302025-10-24history
ITW ILLINOIS TOOL WKS INC3.4K shares-2.87%2025-09-302025-10-24history
VYM VANGUARD WHITEHALL FDS6.1K shares0.29%2025-09-302025-10-24history
Sponsored
VYMI VANGUARD WHITEHALL FDS10.1K shares1.89%2025-09-302025-10-24history
JPIE J P MORGAN EXCHANGE TRADED F18.5K shares-2.69%2025-09-302025-10-24history
WM WASTE MGMT INC DEL3.9K shares-1.53%2025-09-302025-10-24history
HD HOME DEPOT INC2.1K shares1.51%2025-09-302025-10-24history
CGIE CAPITAL GROUP INTERNATIONAL24.7K shares69.27%2025-09-302025-10-24history
VKQ INVESCO MUNICIPAL TRUST83.9K shares0.00%2025-09-302025-10-24history
PFF ISHARES TR25.6K shares10.72%2025-09-302025-10-24history
XHB SPDR SERIES TRUST7.2K shares5.81%2025-09-302025-10-24history
Sponsored
VPU VANGUARD WORLD FD4.1K shares-0.29%2025-09-302025-10-24history
UAL UNITED AIRLS HLDGS INC7.7K shares0.00%2025-09-302025-10-24history
FMHI FIRST TR EXCH TRADED FD III15.5K shares0.51%2025-09-302025-10-24history
V VISA INC2.1K shares3.19%2025-09-302025-10-24history
VDC VANGUARD WORLD FD3.3K shares-0.69%2025-09-302025-10-24history
MCD MCDONALDS CORP2.3K shares0.00%2025-09-302025-10-24history
VGK VANGUARD INTL EQUITY INDEX F8.2K shares0.00%2025-09-302025-10-24history
SHEL SHELL PLC9.0K shares-3.58%2025-09-302025-10-24history
Sponsored
NUV NUVEEN MUN VALUE FD INC71.1K shares13.20%2025-09-302025-10-24history
MATX MATSON INC6.4K shares0.00%2025-09-302025-10-24history
RTX RTX CORPORATION3.6K shares-8.95%2025-09-302025-10-24history
VXUS VANGUARD STAR FDS8.0K shares-5.11%2025-09-302025-10-24history
DFAS DIMENSIONAL ETF TRUST8.5K shares3.26%2025-09-302025-10-24history
HON HONEYWELL INTL INC2.6K shares2.70%2025-09-302025-10-24history
ANET ARISTA NETWORKS INC3.6K shares0.00%2025-09-302025-10-24history
TMSL T ROWE PRICE ETF INC14.9K shares-0.54%2025-09-302025-10-24history
Sponsored
NFLX NETFLIX INC432 shares3.85%2025-09-302025-10-24history
FFC FLAHERTY & CRUMRINE PFD SECS30.3K shares-10.67%2025-09-302025-10-24history
ABBV ABBVIE INC2.1K shares0.00%2025-09-302025-10-24history
CMI CUMMINS INC1.2K shares-7.94%2025-09-302025-10-24history
SMH VANECK ETF TRUST1.5K shares-0.80%2025-09-302025-10-24history
AMD ADVANCED MICRO DEVICES INC2.9K shares0.00%2025-09-302025-10-24history
DE DEERE & CO1.0K shares-22.81%2025-09-302025-10-24history
C CITIGROUP INC4.5K shares-4.21%2025-09-302025-10-24history
Sponsored
TSLA TESLA INC1.0K shares0.00%2025-09-302025-10-24history
UNH UNITEDHEALTH GROUP INC1.3K shares56.97%2025-09-302025-10-24history
O REALTY INCOME CORP7.3K shares10.05%2025-09-302025-10-24history
VZ VERIZON COMMUNICATIONS INC10.0K shares-3.84%2025-09-302025-10-24history
LLY ELI LILLY & CO575 shares64.29%2025-09-302025-10-24history
WFC WELLS FARGO CO NEW5.1K sharesnew addition2025-09-302025-10-24history
NUE NUCOR CORP3.1K shares0.00%2025-09-302025-10-24history
MDT MEDTRONIC PLC4.4K shares4.81%2025-09-302025-10-24history
Sponsored
MRK MERCK & CO INC4.8K shares4.40%2025-09-302025-10-24history
SHLD GLOBAL X FDS5.5K sharesnew addition2025-09-302025-10-24history
ONEQ FIDELITY COMWLTH TR4.3K shares0.14%2025-09-302025-10-24history
CAT CATERPILLAR INC796 shares-17.26%2025-09-302025-10-24history
GIS GENERAL MLS INC7.5K shares4.16%2025-09-302025-10-24history
FLC FLAHERTY & CRUMRINE TOTAL RE20.8K shares0.00%2025-09-302025-10-24history
HYD VANECK ETF TRUST7.2K shares0.62%2025-09-302025-10-24history
DIS DISNEY WALT CO3.2K shares-4.21%2025-09-302025-10-24history
Sponsored
TOST TOAST INC9.9K shares25.64%2025-09-302025-10-24history
CGMU CAPITAL GRP FIXED INCM ETF T13.2K shares3.65%2025-09-302025-10-24history
PSX PHILLIPS 662.6K shares0.00%2025-09-302025-10-24history
UPS UNITED PARCEL SERVICE INC4.1K shares3.77%2025-09-302025-10-24history
DLR DIGITAL RLTY TR INC1.9K shares13.36%2025-09-302025-10-24history
CMG CHIPOTLE MEXICAN GRILL INC8.4K sharesnew addition2025-09-302025-10-24history
VTC VANGUARD SCOTTSDALE FDS4.0K shares1.07%2025-09-302025-10-24history
T AT&T INC10.7K shares-0.15%2025-09-302025-10-24history
Sponsored
XLP SELECT SECTOR SPDR TR3.7K sharesnew addition2025-09-302025-10-24history
GD GENERAL DYNAMICS CORP844 shares-0.12%2025-09-302025-10-24history
IVV ISHARES TR393 shares11.65%2025-09-302025-10-24history
EW EDWARDS LIFESCIENCES CORP3.3K shares0.00%2025-09-302025-10-24history
GE GE AEROSPACE827 shares0.00%2025-09-302025-10-24history
ALL ALLSTATE CORP1.2K shares-0.17%2025-09-302025-10-24history
IGSB ISHARES TR4.6K shares5.73%2025-09-302025-10-24history
PLTR PALANTIR TECHNOLOGIES INC1.3K sharesnew addition2025-09-302025-10-24history
Sponsored
CVS CVS HEALTH CORP3.1K sharesnew addition2025-09-302025-10-24history
VHT VANGUARD WORLD FD895 shares-22.31%2025-09-302025-10-24history
GM GENERAL MTRS CO3.7K sharesnew addition2025-09-302025-10-24history
K KELLANOVA2.8K shares0.00%2025-09-302025-10-24history
LMT LOCKHEED MARTIN CORP448 shares0.22%2025-09-302025-10-24history
ED CONSOLIDATED EDISON INC2.1K shares0.00%2025-09-302025-10-24history
MET METLIFE INC2.6K shares-13.13%2025-09-302025-10-24history
JMUB J P MORGAN EXCHANGE TRADED F4.2K sharesnew addition2025-09-302025-10-24history
Sponsored
AEP AMERICAN ELEC PWR CO INC1.9K sharesnew addition2025-09-302025-10-24history
VXF VANGUARD INDEX FDS1.0K sharesnew addition2025-09-302025-10-24history
GOOG ALPHABET INC875 sharesnew addition2025-09-302025-10-24history
ROK ROCKWELL AUTOMATION INC600 sharesnew addition2025-09-302025-10-24history
MU MICRON TECHNOLOGY INC1.2K sharesnew addition2025-09-302025-10-24history
F FORD MTR CO10.3K shares-6.08%2025-09-302025-10-24history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available