The Analysis of Seed Wealth Management, Inc.'s Holdings
Currently, Seed Wealth Management, Inc. holds 102 types of securities in its portfolio with a total value $145.0M. In the most recent quarter, they have increased their positions in N/A (+91.6K shares, valued at $4.5M), PULS (+74.9K shares, valued at $3.7M), JMBS (+22.1K shares, valued at $1.0M); decreased their positions in N/A (-4.0K shares, valued at $1.4M), AAUS (-14.5K shares, valued at $799.4K), PGR (-2.0K shares, valued at $450.9K); initiated new positions in N/A (+91.6K shares, valued at $4.5M), EXPE (+775 shares, valued at $219.6K), AZN (+2.3K shares, valued at $215.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAUS EA SERIES TRUST684.0K shares-2.08%2025-12-312026-01-21
JMBS JANUS DETROIT STR TR171.7K shares14.78%2025-12-312026-01-21 SCHP SCHWAB STRATEGIC TR214.6K shares-1.74%2025-12-312026-01-21 SCHB SCHWAB STRATEGIC TR199.3K shares-4.19%2025-12-312026-01-21 AVUV AMERICAN CENTY ETF TR49.4K shares9.38%2025-12-312026-01-21 VTEI VANGUARD MUN BD FDS49.9K shares-0.42%2025-12-312026-01-21 PULS PGIM ETF TR100.1K shares297.14%2025-12-312026-01-21 EA SERIES TRUST EA SERIES TRUST91.6K sharesnew addition2025-12-312026-01-21 BOXX EA SERIES TRUST36.6K shares7.38%2025-12-312026-01-21 VMBS VANGUARD SCOTTSDALE FDS60.0K shares-3.14%2025-12-312026-01-21 SPMB SPDR SERIES TRUST123.1K shares-2.94%2025-12-312026-01-21 AVDV AMERICAN CENTY ETF TR27.3K shares23.08%2025-12-312026-01-21 VTI VANGUARD INDEX FDS7.2K shares-5.29%2025-12-312026-01-21 VRP INVESCO EXCH TRADED FD TR II89.9K shares-11.41%2025-12-312026-01-21 VTIP VANGUARD MALVERN FDS42.0K shares-12.28%2025-12-312026-01-21 QMOM EA SERIES TRUST30.9K shares0.00%2025-12-312026-01-21 AVUS AMERICAN CENTY ETF TR16.3K shares3.65%2025-12-312026-01-21 AVDE AMERICAN CENTY ETF TR20.9K shares29.88%2025-12-312026-01-21 MSFT MICROSOFT CORP3.4K shares-18.92%2025-12-312026-01-21 PX P10 INC166.9K shares0.00%2025-12-312026-01-21 VXUS VANGUARD STAR FDS21.2K shares0.00%2025-12-312026-01-21 FNDC SCHWAB STRATEGIC TR30.3K shares-3.84%2025-12-312026-01-21 BTT BLACKROCK MUN TARGET TERM TR59.2K shares-0.75%2025-12-312026-01-21 SCHV SCHWAB STRATEGIC TR44.9K shares-0.16%2025-12-312026-01-21 BIL SPDR SERIES TRUST13.7K shares-0.32%2025-12-312026-01-21 AAPL APPLE INC4.3K shares19.35%2025-12-312026-01-21 BROADCOM INC BROADCOM INC3.0K shares-57.17%2025-12-312026-01-21 ALPHABET INC ALPHABET INC3.3K shares26.69%2025-12-312026-01-21 TSM TAIWAN SEMICONDUCTOR MFG LTD3.3K shares-26.42%2025-12-312026-01-21 VFMF VANGUARD WELLINGTON FD6.7K shares0.00%2025-12-312026-01-21 AMZN AMAZON COM INC4.3K shares66.47%2025-12-312026-01-21 NVDA NVIDIA CORPORATION5.3K shares83.33%2025-12-312026-01-21 HYEM VANECK ETF TRUST45.5K shares0.00%2025-12-312026-01-21 MBB ISHARES TR9.4K shares0.00%2025-12-312026-01-21 AVEM AMERICAN CENTY ETF TR11.6K shares0.00%2025-12-312026-01-21 VWOB VANGUARD WHITEHALL FDS13.1K shares61.58%2025-12-312026-01-21 SCHF SCHWAB STRATEGIC TR33.9K shares0.00%2025-12-312026-01-21 PLTR PALANTIR TECHNOLOGIES INC4.2K shares0.00%2025-12-312026-01-21 PFFV GLOBAL X FDS29.7K shares0.00%2025-12-312026-01-21 SONY SONY GROUP CORP25.1K shares0.00%2025-12-312026-01-21 IBN ICICI BANK LIMITED21.0K shares0.00%2025-12-312026-01-21 DFAI DIMENSIONAL ETF TRUST16.1K shares-1.95%2025-12-312026-01-21 DELL DELL TECHNOLOGIES INC4.5K shares-17.74%2025-12-312026-01-21 NVO NOVO-NORDISK A S10.9K shares-17.43%2025-12-312026-01-21 UBS UBS GROUP AG11.7K shares-2.09%2025-12-312026-01-21 FNDF SCHWAB STRATEGIC TR11.5K shares0.00%2025-12-312026-01-21 SHEL SHELL PLC6.9K shares-4.15%2025-12-312026-01-21 IMTM ISHARES TR9.9K shares0.00%2025-12-312026-01-21 WMT WALMART INC4.1K shares-11.87%2025-12-312026-01-21 VFMO VANGUARD WELLINGTON FD2.3K shares0.00%2025-12-312026-01-21 FLDR FIDELITY MERRIMACK STR TR8.7K shares0.00%2025-12-312026-01-21 AVES AMERICAN CENTY ETF TR7.5K shares31.69%2025-12-312026-01-21 DFAC DIMENSIONAL ETF TRUST11.0K shares0.00%2025-12-312026-01-21 MCD MCDONALDS CORP1.4K shares-8.15%2025-12-312026-01-21 ORCL ORACLE CORP2.2K shares-39.53%2025-12-312026-01-21 CRM SALESFORCE INC1.6K shares-11.30%2025-12-312026-01-21 NPFD NUVEEN VRIABL RAT PFD & INM21.6K shares-4.43%2025-12-312026-01-21 ICSH ISHARES TR8.0K shares0.00%2025-12-312026-01-21 MCK MCKESSON CORP485 shares-19.57%2025-12-312026-01-21 VBR VANGUARD INDEX FDS1.7K shares0.00%2025-12-312026-01-21 META META PLATFORMS INC534 shares-17.08%2025-12-312026-01-21 SYK STRYKER CORPORATION970 shares-28.15%2025-12-312026-01-21 DE DEERE & CO726 shares-7.04%2025-12-312026-01-21 SLYV SPDR SERIES TRUST3.6K shares0.00%2025-12-312026-01-21 XOM EXXON MOBIL CORP2.7K shares-21.01%2025-12-312026-01-21 WTW WILLIS TOWERS WATSON PLC LTD970 shares0.00%2025-12-312026-01-21 EMGF ISHARES INC5.5K shares0.00%2025-12-312026-01-21 IMOM EA SERIES TRUST8.3K shares0.00%2025-12-312026-01-21 CSCO CISCO SYS INC4.1K shares-11.83%2025-12-312026-01-21 JNJ JOHNSON & JOHNSON1.5K shares-7.20%2025-12-312026-01-21 HAYW HAYWARD HLDGS INC19.9K shares0.00%2025-12-312026-01-21 PNR PENTAIR PLC2.9K shares0.00%2025-12-312026-01-21 DGS WISDOMTREE TR5.3K shares0.00%2025-12-312026-01-21 VWO VANGUARD INTL EQUITY INDEX F5.5K shares0.00%2025-12-312026-01-21 GSK PLC GSK PLC6.1K shares0.00%2025-12-312026-01-21 RTX RTX CORPORATION1.6K shares-13.88%2025-12-312026-01-21 SHY ISHARES TR3.6K shares0.00%2025-12-312026-01-21 PGR PROGRESSIVE CORP1.3K shares-60.89%2025-12-312026-01-21 ABT ABBOTT LABS2.2K shares-4.90%2025-12-312026-01-21 TTWO TAKE-TWO INTERACTIVE SOFTWAR1.1K shares-9.24%2025-12-312026-01-21 HLN HALEON PLC26.6K shares0.00%2025-12-312026-01-21 SNPS SYNOPSYS INC570 shares-36.67%2025-12-312026-01-21 QCOM QUALCOMM INC1.5K shares-13.71%2025-12-312026-01-21 HD HOME DEPOT INC733 shares-27.57%2025-12-312026-01-21 INFY INFOSYS LTD13.9K shares0.00%2025-12-312026-01-21 SNN SMITH & NEPHEW PLC7.6K shares0.00%2025-12-312026-01-21 CB CHUBB LIMITED795 shares0.00%2025-12-312026-01-21 HSBC HSBC HLDGS PLC3.1K shares-8.75%2025-12-312026-01-21 QEFA SPDR INDEX SHS FDS2.5K shares0.00%2025-12-312026-01-21 IBM INTERNATIONAL BUSINESS MACHS744 shares-5.70%2025-12-312026-01-21 EXPE EXPEDIA GROUP INC775 sharesnew addition2025-12-312026-01-21 EQNR EQUINOR ASA9.3K shares0.00%2025-12-312026-01-21 AZN ASTRAZENECA PLC2.3K sharesnew addition2025-12-312026-01-21 MERCK & CO INC MERCK & CO INC2.0K sharesnew addition2025-12-312026-01-21 RY ROYAL BK CDA1.3K sharesnew addition2025-12-312026-01-21 NTR NUTRIEN LTD3.4K shares-12.26%2025-12-312026-01-21 PG PROCTER AND GAMBLE CO1.4K shares-7.94%2025-12-312026-01-21 XLK SELECT SECTOR SPDR TR1.4K shares29.27%2025-12-312026-01-21 ABBV ABBVIE INC892 shares-2.41%2025-12-312026-01-21 MVF BLACKROCK MUNIVEST FD INC12.1K shares0.00%2025-12-312026-01-21 RC READY CAPITAL CORP19.1K shares-22.98%2025-12-312026-01-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available