The Analysis of Seed Wealth Management, Inc.'s Holdings
Currently, Seed Wealth Management, Inc. holds 114 types of securities in its portfolio with a total value $144.8M. In the most recent quarter, they have increased their positions in AAUS (+698.5K shares, valued at $37.7M), VTEI (+2.9K shares, valued at $285.9K), JMBS (+1.8K shares, valued at $80.7K); decreased their positions in PLTR (-14.6K shares, valued at $2.7M), AVUS (-20.2K shares, valued at $2.2M), AAPL (-6.5K shares, valued at $1.7M); initiated new positions in AAUS (+698.5K shares, valued at $37.7M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAUS EA SERIES TRUST698.5K sharesnew addition2025-09-302025-10-15
JMBS JANUS DETROIT STR TR149.5K shares1.20%2025-09-302025-10-15 SCHP SCHWAB STRATEGIC TR218.4K shares-0.09%2025-09-302025-10-15 SCHB SCHWAB STRATEGIC TR208.1K shares-8.17%2025-09-302025-10-15 VTEI VANGUARD MUN BD FDS50.1K shares6.03%2025-09-302025-10-15 AVUV AMERICAN CENTY ETF TR45.1K shares-1.87%2025-09-302025-10-15 BOXX EA SERIES TRUST34.0K shares-0.18%2025-09-302025-10-15 VMBS VANGUARD SCOTTSDALE FDS61.9K shares0.00%2025-09-302025-10-15 FLOT ISHARES TR55.9K shares-3.58%2025-09-302025-10-15 SPMB SPDR SERIES TRUST126.8K shares0.00%2025-09-302025-10-15 VRP INVESCO EXCH TRADED FD TR II101.5K shares-2.03%2025-09-302025-10-15 VTI VANGUARD INDEX FDS7.6K shares-0.66%2025-09-302025-10-15 VTIP VANGUARD MALVERN FDS47.9K shares-2.36%2025-09-302025-10-15 AVGO BROADCOM INC7.0K shares-22.58%2025-09-302025-10-15 MSFT MICROSOFT CORP4.2K shares-33.80%2025-09-302025-10-15 QMOM EA SERIES TRUST30.9K shares0.00%2025-09-302025-10-15 AVDV AMERICAN CENTY ETF TR22.1K shares-0.90%2025-09-302025-10-15 PX P10 INC166.9K shares-34.01%2025-09-302025-10-15 AVUS AMERICAN CENTY ETF TR15.7K shares-56.20%2025-09-302025-10-15 VXUS VANGUARD STAR FDS21.2K shares-5.18%2025-09-302025-10-15 IGSB ISHARES TR27.1K shares0.26%2025-09-302025-10-15 FNDC SCHWAB STRATEGIC TR31.5K shares-1.19%2025-09-302025-10-15 BTT BLACKROCK MUN TARGET TERM TR59.6K shares0.00%2025-09-302025-10-15 SCHV SCHWAB STRATEGIC TR45.0K shares-2.28%2025-09-302025-10-15 AVDE AMERICAN CENTY ETF TR16.1K shares0.00%2025-09-302025-10-15 BIL SPDR SERIES TRUST13.8K shares-11.83%2025-09-302025-10-15 TSM TAIWAN SEMICONDUCTOR MFG LTD4.5K shares-1.25%2025-09-302025-10-15 PULS PGIM ETF TR25.2K shares-8.76%2025-09-302025-10-15 ORCL ORACLE CORP3.6K shares-35.53%2025-09-302025-10-15 VFMF VANGUARD WELLINGTON FD6.7K shares-16.35%2025-09-302025-10-15 AAPL APPLE INC3.6K shares-64.40%2025-09-302025-10-15 HYEM VANECK ETF TRUST45.5K shares-4.69%2025-09-302025-10-15 MBB ISHARES TR9.4K shares0.00%2025-09-302025-10-15 AVEM AMERICAN CENTY ETF TR11.6K shares0.00%2025-09-302025-10-15 PGR PROGRESSIVE CORP3.3K shares-5.38%2025-09-302025-10-15 SCHF SCHWAB STRATEGIC TR33.9K shares0.00%2025-09-302025-10-15 DELL DELL TECHNOLOGIES INC5.4K shares-41.17%2025-09-302025-10-15 PLTR PALANTIR TECHNOLOGIES INC4.2K shares-77.68%2025-09-302025-10-15 NVO NOVO-NORDISK A S13.3K shares-16.90%2025-09-302025-10-15 SONY SONY GROUP CORP25.1K shares0.00%2025-09-302025-10-15 PFFV GLOBAL X FDS29.7K shares-3.26%2025-09-302025-10-15 IBN ICICI BANK LIMITED21.0K shares0.00%2025-09-302025-10-15 GOOG ALPHABET INC2.6K shares-55.89%2025-09-302025-10-15 DFAI DIMENSIONAL ETF TRUST16.4K shares0.00%2025-09-302025-10-15 AMZN AMAZON COM INC2.6K shares-65.23%2025-09-302025-10-15 VWOB VANGUARD WHITEHALL FDS8.1K shares0.00%2025-09-302025-10-15 NVDA NVIDIA CORPORATION2.9K shares0.00%2025-09-302025-10-15 SHEL SHELL PLC7.2K shares0.00%2025-09-302025-10-15 SLQD ISHARES TR10.1K shares-16.31%2025-09-302025-10-15 SYK STRYKER CORPORATION1.4K shares-18.18%2025-09-302025-10-15 FNDF SCHWAB STRATEGIC TR11.5K shares-0.57%2025-09-302025-10-15 UBS UBS GROUP AG11.9K shares-2.45%2025-09-302025-10-15 WMT WALMART INC4.6K shares-40.23%2025-09-302025-10-15 IMTM ISHARES TR9.9K shares0.00%2025-09-302025-10-15 META META PLATFORMS INC644 shares-65.56%2025-09-302025-10-15 MCD MCDONALDS CORP1.5K shares-34.26%2025-09-302025-10-15 MCK MCKESSON CORP603 shares-59.09%2025-09-302025-10-15 NPFD NUVEEN VRIABL RAT PFD & INM22.6K shares-3.43%2025-09-302025-10-15 VFMO VANGUARD WELLINGTON FD2.3K shares-27.86%2025-09-302025-10-15 SNPS SYNOPSYS INC900 shares-16.67%2025-09-302025-10-15 FLDR FIDELITY MERRIMACK STR TR8.7K shares0.00%2025-09-302025-10-15 DFAC DIMENSIONAL ETF TRUST11.0K shares-18.09%2025-09-302025-10-15 CRM SALESFORCE INC1.8K shares-51.97%2025-09-302025-10-15 HD HOME DEPOT INC1.0K shares-54.68%2025-09-302025-10-15 ICSH ISHARES TR8.0K shares0.00%2025-09-302025-10-15 XOM EXXON MOBIL CORP3.4K shares-40.90%2025-09-302025-10-15 TEL TE CONNECTIVITY PLC1.7K shares0.00%2025-09-302025-10-15 DE DEERE & CO781 shares-48.31%2025-09-302025-10-15 TAX EA SERIES TRUST12.9K shares0.00%2025-09-302025-10-15 VBR VANGUARD INDEX FDS1.7K shares-30.33%2025-09-302025-10-15 WTW WILLIS TOWERS WATSON PLC LTD970 shares0.00%2025-09-302025-10-15 AVES AMERICAN CENTY ETF TR5.7K shares-20.34%2025-09-302025-10-15 PNR PENTAIR PLC2.9K shares0.00%2025-09-302025-10-15 CSCO CISCO SYS INC4.7K shares-55.42%2025-09-302025-10-15 SLYV SPDR SERIES TRUST3.6K shares-47.97%2025-09-302025-10-15 ABT ABBOTT LABS2.3K shares-34.51%2025-09-302025-10-15 RTX RTX CORPORATION1.9K shares-39.13%2025-09-302025-10-15 EMGF ISHARES INC5.5K shares-8.33%2025-09-302025-10-15 XLK SELECT SECTOR SPDR TR1.1K shares-37.18%2025-09-302025-10-15 JPM JPMORGAN CHASE & CO.975 shares-34.83%2025-09-302025-10-15 TTWO TAKE-TWO INTERACTIVE SOFTWAR1.2K shares-54.05%2025-09-302025-10-15 IMOM EA SERIES TRUST8.3K shares0.00%2025-09-302025-10-15 DGS WISDOMTREE TR5.3K shares0.00%2025-09-302025-10-15 VWO VANGUARD INTL EQUITY INDEX F5.5K shares0.00%2025-09-302025-10-15 HAYW HAYWARD HLDGS INC19.9K shares-53.81%2025-09-302025-10-15 JNJ JOHNSON & JOHNSON1.6K shares-56.72%2025-09-302025-10-15 SHY ISHARES TR3.6K shares-4.17%2025-09-302025-10-15 QCOM QUALCOMM INC1.8K shares-36.94%2025-09-302025-10-15 SNN SMITH & NEPHEW PLC7.6K shares0.00%2025-09-302025-10-15 GSK GSK PLC6.1K shares-14.37%2025-09-302025-10-15 CAT CATERPILLAR INC525 shares-63.54%2025-09-302025-10-15 BRK.B BERKSHIRE HATHAWAY INC DEL489 shares-26.91%2025-09-302025-10-15 HSBC HSBC HLDGS PLC3.4K shares0.00%2025-09-302025-10-15 PG PROCTER AND GAMBLE CO1.6K shares-36.65%2025-09-302025-10-15 HLN HALEON PLC26.6K shares0.00%2025-09-302025-10-15 NTR NUTRIEN LTD3.9K shares-4.86%2025-09-302025-10-15 INFY INFOSYS LTD13.9K shares-10.69%2025-09-302025-10-15 EQNR EQUINOR ASA9.3K shares0.00%2025-09-302025-10-15 CB CHUBB LIMITED795 shares-12.15%2025-09-302025-10-15 IBM INTERNATIONAL BUSINESS MACHS789 shares-53.72%2025-09-302025-10-15 NFLX NETFLIX INC185 shares-64.42%2025-09-302025-10-15 QEFA SPDR INDEX SHS FDS2.5K shares0.00%2025-09-302025-10-15 BLK BLACKROCK INC187 shares-56.21%2025-09-302025-10-15 IBB ISHARES TR1.5K shares-37.37%2025-09-302025-10-15 ABBV ABBVIE INC914 shares-33.67%2025-09-302025-10-15 AZO AUTOZONE INC49 shares-49.48%2025-09-302025-10-15 WFC WELLS FARGO CO NEW2.4K shares-32.94%2025-09-302025-10-15 EMD WESTERN ASSET EMERGING MKTS19.6K shares0.00%2025-09-302025-10-15 LEN LENNAR CORP1.6K shares-52.68%2025-09-302025-10-15 KEY KEYCORP10.7K shares-56.77%2025-09-302025-10-15 AES AES CORP12.4K shares-38.32%2025-09-302025-10-15 JOF JAPAN SMALLER CAPITALIZATION10.4K shares-16.13%2025-09-302025-10-15 RC READY CAPITAL CORP24.8K shares0.00%2025-09-302025-10-15 MVF BLACKROCK MUNIVEST FD INC12.1K shares-7.34%2025-09-302025-10-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available