The Analysis of SEAMOUNT FINANCIAL GROUP INC's Holdings
Currently, SEAMOUNT FINANCIAL GROUP INC holds 132 types of securities in its portfolio with a total value $220.2M. In the most recent quarter, they have increased their positions in CGBL (+39.4K shares, valued at $1.4M), CGDV (+18.1K shares, valued at $788.2K), N/A (+1.1K shares, valued at $710.5K); decreased their positions in AMZN (-1.4K shares, valued at $328.9K), AAPL (-1.2K shares, valued at $327.9K), VTI (-734 shares, valued at $246.1K); initiated new positions in IWF (+610 shares, valued at $288.7K), FAST (+7.0K shares, valued at $281.2K), USB (+4.1K shares, valued at $216.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC57.8K shares-2.04%2025-12-312026-01-26
AMZN AMAZON COM INC47.1K shares-2.93%2025-12-312026-01-26 CGDV CAPITAL GROUP DIVIDEND VALUE225.8K shares8.69%2025-12-312026-01-26 JQUA J P MORGAN EXCHANGE TRADED F151.1K shares5.12%2025-12-312026-01-26 VTI VANGUARD INDEX FDS24.2K shares-2.94%2025-12-312026-01-26 CGBL CAPITAL GROUP CORE BALANCED193.8K shares25.51%2025-12-312026-01-26 VIG VANGUARD SPECIALIZED FUNDS25.5K shares2.20%2025-12-312026-01-26 MSFT MICROSOFT CORP9.1K shares-1.46%2025-12-312026-01-26 HYS PIMCO ETF TR44.8K shares3.05%2025-12-312026-01-26 GLD SPDR GOLD TR9.8K shares-2.75%2025-12-312026-01-26 CGUS CAPITAL GROUP CORE EQUITY ET95.4K shares6.39%2025-12-312026-01-26 DFAU DIMENSIONAL ETF TRUST81.8K shares1.89%2025-12-312026-01-26 VT VANGUARD INTL EQUITY INDEX F26.4K shares1.15%2025-12-312026-01-26 NVDA NVIDIA CORPORATION19.8K shares0.30%2025-12-312026-01-26 VO VANGUARD INDEX FDS12.4K shares3.43%2025-12-312026-01-26 VDE VANGUARD WORLD FD26.5K shares1.96%2025-12-312026-01-26 IWM ISHARES TR13.5K shares1.83%2025-12-312026-01-26 LQD ISHARES TR27.9K shares8.04%2025-12-312026-01-26 IBM INTERNATIONAL BUSINESS MACHS9.8K shares0.00%2025-12-312026-01-26 CGGR CAPITAL GROUP GROWTH ETF64.2K shares7.68%2025-12-312026-01-26 COST COSTCO WHSL CORP NEW3.3K shares-0.24%2025-12-312026-01-26 VNQ VANGUARD INDEX FDS31.4K shares1.54%2025-12-312026-01-26 XOM EXXON MOBIL CORP21.9K shares-0.97%2025-12-312026-01-26 VCIT VANGUARD SCOTTSDALE FDS31.4K shares-0.97%2025-12-312026-01-26 BROADCOM INC BROADCOM INC7.5K shares2.33%2025-12-312026-01-26 CGDG CAPITAL GROUP DIVIDEND GROWE68.5K shares5.90%2025-12-312026-01-26 TCAF T ROWE PRICE ETF INC62.7K shares15.45%2025-12-312026-01-26 DIA SPDR DOW JONES INDL AVERAGE4.9K shares-1.88%2025-12-312026-01-26 CVX CHEVRON CORP NEW14.0K shares1.98%2025-12-312026-01-26 VV VANGUARD INDEX FDS6.5K shares0.98%2025-12-312026-01-26 JPM JPMORGAN CHASE & CO.6.0K shares0.17%2025-12-312026-01-26 CGMS CAPITAL GRP FIXED INCM ETF T69.4K shares6.07%2025-12-312026-01-26 SPY SPDR S&P 500 ETF TR2.2K shares17.69%2025-12-312026-01-26 ALPHABET INC ALPHABET INC4.8K shares-0.64%2025-12-312026-01-26 VOOG VANGUARD ADMIRAL FDS INC3.1K shares0.00%2025-12-312026-01-26 CGGO CAPITAL GROUP GBL GROWTH EQT39.7K shares12.07%2025-12-312026-01-26 WMT WALMART INC12.2K shares-1.54%2025-12-312026-01-26 HYDB ISHARES TR25.9K shares-7.85%2025-12-312026-01-26 JPST J P MORGAN EXCHANGE TRADED F23.7K shares-13.99%2025-12-312026-01-26 SPHQ INVESCO EXCHANGE TRADED FD T14.7K shares-0.26%2025-12-312026-01-26 KO COCA COLA CO15.7K shares0.22%2025-12-312026-01-26 SDY SPDR SERIES TRUST7.7K shares-6.41%2025-12-312026-01-26 COP CONOCOPHILLIPS11.3K shares4.79%2025-12-312026-01-26 META META PLATFORMS INC1.5K shares0.53%2025-12-312026-01-26 DFP FLAHERTY & CRUMRINE DYNAMIC47.1K shares0.01%2025-12-312026-01-26 PFF ISHARES TR31.6K shares23.40%2025-12-312026-01-26 CGIE CAPITAL GROUP INTERNATIONAL27.9K shares13.03%2025-12-312026-01-26 JNJ JOHNSON & JOHNSON4.7K shares-2.76%2025-12-312026-01-26 PG PROCTER AND GAMBLE CO6.7K shares2.51%2025-12-312026-01-26 UNP UNION PAC CORP4.1K shares2.71%2025-12-312026-01-26 SNA SNAP ON INC2.7K shares0.00%2025-12-312026-01-26 VYMI VANGUARD WHITEHALL FDS10.2K shares0.25%2025-12-312026-01-26 UAL UNITED AIRLS HLDGS INC8.0K shares3.54%2025-12-312026-01-26 XHB SPDR SERIES TRUST8.6K shares20.61%2025-12-312026-01-26 WM WASTE MGMT INC DEL3.9K shares0.98%2025-12-312026-01-26 JPIE J P MORGAN EXCHANGE TRADED F18.5K shares0.00%2025-12-312026-01-26 MATX MATSON INC6.7K shares3.86%2025-12-312026-01-26 VYM VANGUARD WHITEHALL FDS5.7K shares-7.66%2025-12-312026-01-26 VXUS VANGUARD STAR FDS10.8K shares35.29%2025-12-312026-01-26 ITW ILLINOIS TOOL WKS INC3.3K shares-3.84%2025-12-312026-01-26 VKQ INVESCO MUNICIPAL TRUST77.7K shares-7.43%2025-12-312026-01-26 FMHI FIRST TR EXCH TRADED FD III15.5K shares0.50%2025-12-312026-01-26 VPU VANGUARD WORLD FD3.9K shares-3.78%2025-12-312026-01-26 HD HOME DEPOT INC2.1K shares0.00%2025-12-312026-01-26 MCD MCDONALDS CORP2.3K shares0.17%2025-12-312026-01-26 VGK VANGUARD INTL EQUITY INDEX F8.2K shares0.27%2025-12-312026-01-26 NUV NUVEEN MUN VALUE FD INC75.5K shares6.23%2025-12-312026-01-26 VDC VANGUARD WORLD FD3.2K shares-3.28%2025-12-312026-01-26 SHEL SHELL PLC8.8K shares-2.08%2025-12-312026-01-26 V VISA INC1.8K shares-16.55%2025-12-312026-01-26 LLY ELI LILLY & CO579 shares0.70%2025-12-312026-01-26 DFAS DIMENSIONAL ETF TRUST8.9K shares5.13%2025-12-312026-01-26 CMI CUMMINS INC1.2K shares0.00%2025-12-312026-01-26 RTX RTX CORPORATION3.0K shares-15.60%2025-12-312026-01-26 TMSL T ROWE PRICE ETF INC15.1K shares1.95%2025-12-312026-01-26 SMH VANECK ETF TRUST1.5K shares-0.54%2025-12-312026-01-26 HON HONEYWELL INTL INC2.7K shares3.00%2025-12-312026-01-26 NUE NUCOR CORP3.1K shares0.00%2025-12-312026-01-26 AMD ADVANCED MICRO DEVICES INC2.4K shares-18.50%2025-12-312026-01-26 FFC FLAHERTY & CRUMRINE PFD SECS30.3K shares0.03%2025-12-312026-01-26 ABBV ABBVIE INC2.1K shares-1.17%2025-12-312026-01-26 WFC WELLS FARGO CO NEW5.1K shares0.73%2025-12-312026-01-26 DE DEERE & CO1.0K shares0.00%2025-12-312026-01-26 CAT CATERPILLAR INC783 shares-1.63%2025-12-312026-01-26 CGMU CAPITAL GRP FIXED INCM ETF T16.1K shares22.48%2025-12-312026-01-26 O REALTY INCOME CORP7.6K shares5.19%2025-12-312026-01-26 UNH UNITEDHEALTH GROUP INC1.3K shares-1.17%2025-12-312026-01-26 VZ VERIZON COMMUNICATIONS INC10.1K shares0.36%2025-12-312026-01-26 ONEQ FIDELITY COMWLTH TR4.3K shares0.16%2025-12-312026-01-26 HYD VANECK ETF TRUST7.7K shares7.63%2025-12-312026-01-26 SHLD GLOBAL X FDS5.7K shares2.62%2025-12-312026-01-26 FLC FLAHERTY & CRUMRINE TOTAL RE20.8K shares0.00%2025-12-312026-01-26 DIS DISNEY WALT CO3.2K shares0.00%2025-12-312026-01-26 TOST TOAST INC9.9K shares0.00%2025-12-312026-01-26 MU MICRON TECHNOLOGY INC1.2K shares0.00%2025-12-312026-01-26 PSX PHILLIPS 662.6K shares0.00%2025-12-312026-01-26 GIS GENERAL MLS INC7.1K shares-5.32%2025-12-312026-01-26 CMG CHIPOTLE MEXICAN GRILL INC8.8K shares5.63%2025-12-312026-01-26 VTC VANGUARD SCOTTSDALE FDS4.0K shares1.41%2025-12-312026-01-26 DLR DIGITAL RLTY TR INC2.0K shares4.98%2025-12-312026-01-26 UPS UNITED PARCEL SERVICE INC3.1K shares-24.24%2025-12-312026-01-26 XLP SELECT SECTOR SPDR TR3.9K shares7.24%2025-12-312026-01-26 TSLA TESLA INC645 shares-35.76%2025-12-312026-01-26 IWF ISHARES TR610 sharesnew addition2025-12-312026-01-26 GM GENERAL MTRS CO3.5K shares-5.36%2025-12-312026-01-26 EW EDWARDS LIFESCIENCES CORP3.3K shares0.00%2025-12-312026-01-26 FAST FASTENAL CO7.0K sharesnew addition2025-12-312026-01-26 ALPHABET INC ALPHABET INC875 shares0.00%2025-12-312026-01-26 IVV ISHARES TR394 shares0.25%2025-12-312026-01-26 IGSB ISHARES TR5.1K shares10.30%2025-12-312026-01-26 T AT&T INC10.5K shares-1.89%2025-12-312026-01-26 VHT VANGUARD WORLD FD900 shares0.56%2025-12-312026-01-26 GE AEROSPACE GE AEROSPACE802 shares-3.02%2025-12-312026-01-26 ALL ALLSTATE CORP1.2K shares0.00%2025-12-312026-01-26 PLTR PALANTIR TECHNOLOGIES INC1.3K shares0.00%2025-12-312026-01-26 AEP AMERICAN ELEC PWR CO INC1.9K shares1.37%2025-12-312026-01-26 USB US BANCORP DEL4.1K sharesnew addition2025-12-312026-01-26 ROK ROCKWELL AUTOMATION INC550 shares-8.33%2025-12-312026-01-26 VXF VANGUARD INDEX FDS1.0K shares0.29%2025-12-312026-01-26 ED CONSOLIDATED EDISON INC2.1K shares0.00%2025-12-312026-01-26 CVS CVS HEALTH CORP2.6K shares-16.13%2025-12-312026-01-26 SLV ISHARES SILVER TR3.1K sharesnew addition2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available