Seamount Financial Group Inc Top Holdings and 13F Report (2025) About Seamount Financial Group IncInvestment ActivitySeamount Financial Group Inc has $194.46 million in total holdings as of June 30, 2025.Seamount Financial Group Inc owns shares of 129 different stocks, but just 48 companies or ETFs make up 80% of its holdings.Approximately 20.84% of the portfolio was purchased this quarter.About 0.55% of the portfolio was sold this quarter.This quarter, Seamount Financial Group Inc has purchased 98 new stocks and bought additional shares in 83 stocks.Seamount Financial Group Inc sold shares of 8 stocks and completely divested from 2 stocks this quarter.Largest Holdings Apple $13,537,201Amazon.com $11,051,552JPMorgan U.S. Quality Factor ETF $8,422,400Capital Group Dividend Value ETF $7,722,896Berkshire Hathaway $7,501,260 Largest New Holdings this Quarter 459200101 - International Business Machines $2,938,814 Holding921932505 - Vanguard S&P 500 Growth ETF $1,229,274 Holding833034101 - Snap-On $846,098 Holding244199105 - Deere & Company $668,664 Holding25434V500 - Dimensional U.S. Small Cap ETF $523,887 Holding Largest Purchases this Quarter International Business Machines 9,970 shares (about $2.94M)Berkshire Hathaway 5,451 shares (about $2.65M)NVIDIA 13,386 shares (about $2.11M)Apple 10,257 shares (about $2.10M)Exxon Mobil 13,017 shares (about $1.40M) Largest Sales this Quarter JPMorgan Income ETF 10,872 shares (about $503.60K)Flaherty & Crumrine Dynamic Preferred and Income Fund 3,360 shares (about $68.98K)ServiceNow 25 shares (about $25.70K)iShares 1-5 Year Investment Grade Corporate Bond ETF 470 shares (about $24.80K)Vanguard FTSE Europe ETF 166 shares (about $12.87K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSeamount Financial Group Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$13,537,201$2,104,442 ▲18.4%65,9807.0%Computer and TechnologyAMZNAmazon.com$11,051,552$693,272 ▲6.7%50,3745.7%Retail/WholesaleJQUAJPMorgan U.S. Quality Factor ETF$8,422,400$578,043 ▲7.4%140,2564.3%ETFCGDVCapital Group Dividend Value ETF$7,722,896$746,479 ▲10.7%195,5664.0%ETFBRK.BBerkshire Hathaway$7,501,260$2,647,932 ▲54.6%15,4423.9%FinanceVTIVanguard Total Stock Market ETF$7,400,484$418,821 ▲6.0%24,3493.8%ETFVIGVanguard Dividend Appreciation ETF$5,058,750$322,350 ▲6.8%24,7172.6%ETFVOOVanguard S&P 500 ETF$4,711,623$557,783 ▲13.4%8,2952.4%ETFMSFTMicrosoft$4,436,173$1,392,179 ▲45.7%8,9192.3%Computer and TechnologyCAPITAL GROUP CORE BALANCED$4,243,766$693,746 ▲19.5%126,9072.2%SHSQQQInvesco QQQ$4,079,237$439,090 ▲12.1%7,3952.1%FinanceHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$3,859,021$257,002 ▲7.1%40,6172.0%ETFCOSTCostco Wholesale$3,480,805$1,164,228 ▲50.3%3,5161.8%Retail/WholesaleDFAUDimensional US Core Equity Market ETF$3,439,505$227,854 ▲7.1%81,1971.8%ETFVTVanguard Total World Stock ETF$3,339,842$504,954 ▲17.8%25,9871.7%ETFCGUSCapital Group Core Equity ETF$3,154,447$325,095 ▲11.5%85,4171.6%ETFGLDSPDR Gold Shares$3,129,994$73,769 ▲2.4%10,2681.6%FinanceVOVanguard Mid-Cap ETF$3,101,879$234,215 ▲8.2%11,0851.6%ETFNVDANVIDIA$3,019,056$2,114,872 ▲233.9%19,1091.6%Computer and TechnologyVDEVanguard Energy ETF$2,979,253$100,416 ▲3.5%25,0111.5%ETFIBMInternational Business Machines$2,938,814$2,938,814 ▲New Holding9,9701.5%Computer and TechnologyIWMiShares Russell 2000 ETF$2,706,905$370,948 ▲15.9%12,5441.4%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$2,636,214$39,387 ▲1.5%31,7921.4%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$2,635,901$103,362 ▲4.1%24,0481.4%FinanceVNQVanguard Real Estate ETF$2,628,250$384,383 ▲17.1%29,5111.4%ETFXOMExxon Mobil$2,314,196$1,403,265 ▲154.0%21,4671.2%EnergyDIASPDR Dow Jones Industrial Average ETF Trust$2,300,698$193,010 ▲9.2%5,2211.2%FinanceCGGRCapital Group Growth ETF$2,163,804$538,085 ▲33.1%53,2301.1%ETFAVGOBroadcom$1,948,497$3,032 ▲0.2%7,0691.0%Computer and TechnologyCAPITAL GROUP DIVIDEND GROWE$1,923,132$406,082 ▲26.8%57,1851.0%SHS ETFCVXChevron$1,858,686$908,510 ▲95.6%12,9811.0%EnergyVVVanguard Large-Cap ETF$1,783,125$178,027 ▲11.1%6,2500.9%ETFJPMJPMorgan Chase & Co.$1,774,829$381,811 ▲27.4%6,1220.9%FinanceTCAFT. Rowe Price Capital Appreciation Equity ETF$1,662,256$83,720 ▲5.3%47,1160.9%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$1,612,070$62,421 ▲4.0%58,3660.8%ETFSPLVInvesco S&P 500 Low Volatility ETF$1,573,859$190,424 ▲13.8%21,6130.8%ETFJPSTJPMorgan Ultra-Short Income ETF$1,488,877$411,876 ▲38.2%29,3780.8%ETFHYDBiShares High Yield Systematic Bond ETF$1,299,406$44,342 ▲3.5%27,3700.7%ETFWMTWalmart$1,270,847$180,795 ▲16.6%12,9970.7%Retail/WholesaleVOOGVanguard S&P 500 Growth ETF$1,229,274$1,229,274 ▲New Holding3,1000.6%ETFSDYSPDR S&P Dividend ETF$1,199,446$127,586 ▲11.9%8,8370.6%ETFMETAMeta Platforms$1,150,434$443,496 ▲62.7%1,5590.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,143,571$310,142 ▲37.2%1,8510.6%FinancePGProcter & Gamble$1,100,901$305,098 ▲38.3%6,9100.6%Consumer StaplesKOCocaCola$1,099,667$233,475 ▲27.0%15,5430.6%Consumer StaplesSPHQInvesco S&P 500 Quality ETF$1,045,048$54,657 ▲5.5%14,6650.5%ETFCGGOCapital Group Global Growth Equity ETF$995,727$298,341 ▲42.8%31,1460.5%ETFDFPFlaherty & Crumrine Dynamic Preferred and Income Fund$979,333$68,980 ▼-6.6%47,7030.5%Financial ServicesUNPUnion Pacific$918,249$502,264 ▲120.7%3,9910.5%TransportationWMWaste Management$899,491$32,035 ▲3.7%3,9310.5%Business ServicesJPIEJPMorgan Income ETF$878,565$503,599 ▼-36.4%18,9670.5%ETFITWIllinois Tool Works$862,408$28,187 ▲3.4%3,4880.4%IndustrialsCOPConocoPhillips$848,025$117,288 ▲16.1%9,4500.4%EnergySNASnap-On$846,098$846,098 ▲New Holding2,7190.4%Consumer DiscretionaryBXBlackstone$818,951$53,400 ▲7.0%5,4750.4%FinanceVYMVanguard High Dividend Yield ETF$815,807$23,728 ▲3.0%6,1200.4%ETFGOOGLAlphabet$809,298$194,217 ▲31.6%4,5920.4%Computer and TechnologyVYMIVanguard International High Dividend Yield ETF$797,989$2,483 ▲0.3%9,9610.4%ETFVKQInv Vk Mun Tr$767,5750.0%83,8880.4%FinanceHDHome Depot$754,550$89,094 ▲13.4%2,0580.4%Retail/WholesaleJNJJohnson & Johnson$736,408$49,949 ▲7.3%4,8210.4%MedicalVVisa$733,888$232,558 ▲46.4%2,0670.4%Business ServicesVDCVanguard Consumer Staples ETF$733,390$2,628 ▼-0.4%3,3490.4%ETFVPUVanguard Utilities ETF$721,986$94,264 ▲15.0%4,0900.4%ETFFMHIFirst Trust Municipal High Income ETF$718,732$16,626 ▲2.4%15,3900.4%ManufacturingMATXMatson$715,869$51,110 ▲7.7%6,4290.4%TransportationPFFiShares Preferred and Income Securities ETF$709,352$148,675 ▲26.5%23,1210.4%ETFMCDMcDonald's$679,003$18,991 ▲2.9%2,3240.3%Retail/WholesaleDEDeere & Company$668,664$668,664 ▲New Holding1,3150.3%IndustrialsXHBSPDR S&P Homebuilders ETF$667,323$2,070 ▼-0.3%6,7700.3%ETFSHELShell$654,531$345,009 ▲111.5%9,2960.3%EnergyVGKVanguard FTSE Europe ETF$632,802$12,865 ▼-2.0%8,1650.3%ETFUALUnited Airlines$616,655$84,089 ▲15.8%7,7440.3%TransportationHONHoneywell International$596,066$67,057 ▲12.7%2,5600.3%Multi-Sector ConglomeratesVXUSVanguard Total International Stock ETF$580,266$12,228 ▲2.2%8,3990.3%ETFRTXRTX$575,757$138,573 ▲31.7%3,9430.3%AerospaceNFLXNetflix$557,0780.0%4160.3%Consumer DiscretionaryFFCFlaherty & Crumrine Preferred Securities Income Fund$553,131$4,154 ▲0.8%33,9550.3%Financial ServicesNUVNuveen Municipal Value Fund$545,723$24,654 ▲4.7%62,7990.3%FinanceDFASDimensional U.S. Small Cap ETF$523,887$523,887 ▲New Holding8,2230.3%ETFTMSLT. Rowe Price Small-Mid Cap ETF$489,999$7,774 ▲1.6%14,9390.3%ETFCAPITAL GROUP INTERNATIONAL$480,369$233,469 ▲94.6%14,5920.2%SHSVZVerizon Communications$451,306$451,306 ▲New Holding10,4300.2%Computer and TechnologySMHVanEck Semiconductor ETF$419,7580.0%1,5050.2%ManufacturingCMICummins$412,650$412,650 ▲New Holding1,2600.2%Auto/Tires/TrucksAMDAdvanced Micro Devices$412,645$70,099 ▲20.5%2,9080.2%Computer and TechnologyDISWalt Disney$412,333$117,189 ▲39.7%3,3250.2%Consumer DiscretionaryNUENucor$405,849$47,282 ▲13.2%3,1330.2%Basic MaterialsUPSUnited Parcel Service$401,237$401,237 ▲New Holding3,9750.2%TransportationCCitigroup$398,362$398,362 ▲New Holding4,6800.2%Financial ServicesABBVAbbVie$396,484$157,034 ▲65.6%2,1360.2%MedicalNOWServiceNow$391,698$25,702 ▼-6.2%3810.2%Computer and TechnologyORealty Income$380,168$380,168 ▲New Holding6,5990.2%FinanceGISGeneral Mills$374,016$22,745 ▲6.5%7,2190.2%Consumer StaplesCATCaterpillar$373,547$373,547 ▲New Holding9620.2%IndustrialsARISTA NETWORKS INC$372,408$372,408 ▲New Holding3,6400.2%COM SHSMDTMedtronic$362,353$362,353 ▲New Holding4,1570.2%MedicalMRKMerck & Co., Inc.$360,178$360,178 ▲New Holding4,5500.2%MedicalHYDVanEck High Yield Muni ETF$359,008$14,511 ▲4.2%7,1500.2%ETFFLCFlaherty & Crumrine Total Return Fund$353,4340.0%20,7900.2%Financial ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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