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Seaview Investment Managers LLC Top Holdings and 13F Report (2025)

About Seaview Investment Managers LLC

Investment Activity

  • Seaview Investment Managers LLC has $359.59 million in total holdings as of June 30, 2025.
  • Seaview Investment Managers LLC owns shares of 86 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
  • Approximately 31.24% of the portfolio was purchased this quarter.
  • About 59.88% of the portfolio was sold this quarter.
  • This quarter, Seaview Investment Managers LLC has purchased 127 new stocks and bought additional shares in 12 stocks.
  • Seaview Investment Managers LLC sold shares of 54 stocks and completely divested from 60 stocks this quarter.

Largest Holdings

Invesco QQQ
$21,128,365
NVIDIA
$14,419,280
Oracle
$13,915,363
Meta Platforms
$13,166,802

Largest New Holdings this Quarter

64110L106 - Netflix
$13,021,701 Holding
06849F108 - BARRICK MNG CORP
$11,884,597 Holding
002824100 - Abbott Laboratories
$10,651,759 Holding
40412C101 - HCA Healthcare
$9,780,160 Holding
020002101 - Allstate
$9,169,268 Holding

Largest Purchases this Quarter

Netflix
9,724 shares (about $13.02M)
Advanced Micro Devices
88,414 shares (about $12.55M)
BARRICK MNG CORP
570,826 shares (about $11.88M)
Constellation Energy
34,073 shares (about $11.00M)
Abbott Laboratories
78,316 shares (about $10.65M)

Largest Sales this Quarter

Broadcom
81,386 shares (about $22.43M)
Micron Technology
111,524 shares (about $13.75M)
Apple
65,442 shares (about $13.43M)
NVIDIA
62,026 shares (about $9.80M)
Invesco S&P 500 Equal Weight ETF
53,204 shares (about $9.67M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSeaview Investment Managers LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Invesco QQQ stock logo
QQQ
Invesco QQQ
$21,128,365$1,430,403 -6.3%38,3015.9%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$14,419,280$9,799,492 -40.5%91,2674.0%Computer and Technology
Oracle Corporation stock logo
ORCL
Oracle
$13,915,363$108,003 -0.8%63,6483.9%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$13,759,520$5,481,565 -28.5%22,2703.8%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$13,166,802$6,732,126 -33.8%17,8393.7%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$13,021,701$13,021,701 New Holding9,7243.6%Consumer Discretionary
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$13,012,088$12,545,947 2,691.4%91,6993.6%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$13,006,908$6,135,118 -32.1%26,1493.6%Computer and Technology
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$12,977,424$671,769 -4.9%57,2983.6%Computer and Technology
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$12,786,299$1,518,458 -10.6%137,0453.6%Computer and Technology
ASML Holding N.V. stock logo
ASML
ASML
$12,145,065$700,415 -5.5%15,1553.4%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$12,044,511$4,770,636 -28.4%54,9003.3%Retail/Wholesale
BARRICK MNG CORP
$11,884,597$11,884,597 New Holding570,8263.3%COM SHS
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$11,534,797$10,997,402 2,046.4%35,7383.2%Energy
Alphabet Inc. stock logo
GOOGL
Alphabet
$11,462,886$4,578,986 -28.5%65,0453.2%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$10,651,759$10,651,759 New Holding78,3163.0%Medical
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$10,367,304$4,217,941 -28.9%21,3422.9%Finance
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$9,783,909$533,464 -5.2%41,0642.7%Computer and Technology
HCA Healthcare, Inc. stock logo
HCA
HCA Healthcare
$9,780,160$9,780,160 New Holding25,5292.7%Medical
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$9,769,070$1,295,579 -11.7%12,5322.7%Medical
Adobe Inc. stock logo
ADBE
Adobe
$9,399,250$149,336 -1.6%24,2952.6%Computer and Technology
The Allstate Corporation stock logo
ALL
Allstate
$9,169,268$9,169,268 New Holding45,5482.5%Finance
Salesforce Inc. stock logo
CRM
Salesforce
$9,155,840$172,613 -1.9%33,5762.5%Computer and Technology
iShares Currency Hedged MSCI EAFE ETF stock logo
HEFA
iShares Currency Hedged MSCI EAFE ETF
$8,965,925$908,914 -9.2%236,1942.5%ETF
The Progressive Corporation stock logo
PGR
Progressive
$8,751,940$166,254 -1.9%32,7962.4%Finance
Fiserv, Inc. stock logo
FI
Fiserv
$8,103,270$223,443 2.8%47,0002.3%Business Services
Energy Transfer LP stock logo
ET
Energy Transfer
$7,678,944$7,431,796 3,007.0%423,5492.1%Energy
Invesco S&P MidCap Momentum ETF stock logo
XMMO
Invesco S&P MidCap Momentum ETF
$6,086,643$5,689,048 1,430.9%47,3191.7%ETF
Invesco S&P 500 Low Volatility ETF stock logo
SPLV
Invesco S&P 500 Low Volatility ETF
$5,747,172$5,747,172 New Holding78,9231.6%ETF
JPMorgan U.S. Quality Factor ETF stock logo
JQUA
JPMorgan U.S. Quality Factor ETF
$5,739,760$5,739,760 New Holding95,5831.6%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$1,709,181$1,381,794 -44.7%5,6070.5%Finance
VPN
Global X Data Center & Digital Infrastructure ETF
$1,433,472$1,129,155 371.0%76,9030.4%Manufacturing
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$1,224,169$1,224,169 New Holding16,1970.3%Manufacturing
Global X U.S. Infrastructure Development ETF stock logo
PAVE
Global X U.S. Infrastructure Development ETF
$1,221,504$298,697 -19.6%28,0290.3%ETF
Global X Artificial Intelligence & Technology ETF stock logo
AIQ
Global X Artificial Intelligence & Technology ETF
$1,216,679$242,654 -16.6%27,8480.3%ETF
VanEck Agribusiness ETF stock logo
MOO
VanEck Agribusiness ETF
$1,165,993$1,165,993 New Holding15,8380.3%ETF
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock logo
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
$1,093,531$325,168 -22.9%7,8660.3%ETF
SAP SE stock logo
SAP
SAP
$928,114$928,114 New Holding3,0520.3%Computer and Technology
ISHARES BITCOIN TRUST ETF
$874,813$262,958 43.0%14,2920.2%SHS BEN INT
CLOZ
Eldridge BBB-B CLO ETF
$734,709$101,264 -12.1%27,4760.2%ETF
SPDR Bloomberg Short Term High Yield Bond ETF stock logo
SJNK
SPDR Bloomberg Short Term High Yield Bond ETF
$679,794$112,288 -14.2%26,6800.2%ETF
iShares 0-5 Year High Yield Corporate Bond ETF stock logo
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
$676,867$126,745 -15.8%15,6900.2%ETF
iShares iBonds 2028 Term High Yield and Income ETF stock logo
IBHH
iShares iBonds 2028 Term High Yield and Income ETF
$674,335$103,297 -13.3%28,4170.2%ETF
iShares Fallen Angels USD Bond ETF stock logo
FALN
iShares Fallen Angels USD Bond ETF
$672,394$123,460 -15.5%24,7750.2%Manufacturing
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$634,172$908,868 -58.9%2,2740.2%Manufacturing
VanEck Video Gaming and eSports ETF stock logo
ESPO
VanEck Video Gaming and eSports ETF
$615,067$615,067 New Holding5,6150.2%Manufacturing
VanEck Uranium and Nuclear ETF stock logo
NLR
VanEck Uranium and Nuclear ETF
$614,492$614,492 New Holding5,5270.2%ETF
iShares India 50 ETF stock logo
INDY
iShares India 50 ETF
$599,649$599,649 New Holding11,0270.2%Manufacturing
iShares MSCI Germany ETF stock logo
EWG
iShares MSCI Germany ETF
$596,148$596,148 New Holding14,0900.2%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$590,565$590,565 New Holding7,2320.2%ETF
abrdn Physical Platinum Shares ETF stock logo
PPLT
abrdn Physical Platinum Shares ETF
$584,739$584,739 New Holding4,7590.2%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$567,123$215,570 -27.5%9,9760.2%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$559,396$9,669,300 -94.5%3,0780.2%ETF
Eaton Corporation, PLC stock logo
ETN
Eaton
$556,547$127,802 -18.7%1,5590.2%Industrials
Tesla, Inc. stock logo
TSLA
Tesla
$499,997$245,551 96.5%1,5740.1%Auto/Tires/Trucks
Amplify High Income ETF stock logo
YYY
Amplify High Income ETF
$495,566$137,417 -21.7%42,3200.1%ETF
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$477,063$129,356 -21.3%8,7700.1%ETF
NEOS S&P 500 High Income ETF stock logo
SPYI
NEOS S&P 500 High Income ETF
$472,303$300,460 -38.9%9,3860.1%ETF
Franklin International Low Volatility High Dividend Index ETF stock logo
LVHI
Franklin International Low Volatility High Dividend Index ETF
$463,056$154,482 -25.0%14,2260.1%ETF
PALANTIR TECHNOLOGIES INC
$404,870$82,610 -16.9%2,9700.1%CL A
Autodesk, Inc. stock logo
ADSK
Autodesk
$403,989$82,655 -17.0%1,3050.1%Computer and Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$399,924$101,780 -20.3%3890.1%Computer and Technology
LAM RESEARCH CORP
$379,723$123,816 -24.6%3,9010.1%COM NEW
Apple Inc. stock logo
AAPL
Apple
$375,256$13,426,738 -97.3%1,8290.1%Computer and Technology
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$365,037$365,037 New Holding6,8500.1%Manufacturing
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$355,921$9,404,788 -96.4%1,7390.1%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$314,530$119,386 -27.5%1,0670.1%Computer and Technology
CrowdStrike stock logo
CRWD
CrowdStrike
$310,679$50,931 -14.1%6100.1%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$309,280$22,434,102 -98.6%1,1220.1%Computer and Technology
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$292,646$1,052,520 -78.2%2,3870.1%Computer and Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$291,817$1,383,368 -82.6%1,4260.1%Computer and Technology
Marriott International, Inc. stock logo
MAR
Marriott International
$270,478$4,371 -1.6%9900.1%Consumer Discretionary
Synopsys, Inc. stock logo
SNPS
Synopsys
$257,366$58,446 -18.5%5020.1%Computer and Technology
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$250,832$34,578 16.0%3,0250.1%ETF
JPIB
JPMorgan International Bond Opportunities ETF
$250,588$36,173 16.9%5,1540.1%ETF
ISHARES TR
$250,326$34,884 16.2%9,5800.1%IBONDS DEC 2034
iShares J.P. Morgan EM Corporate Bond ETF stock logo
CEMB
iShares J.P. Morgan EM Corporate Bond ETF
$247,739$34,307 16.1%5,4520.1%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$232,449$13,745,303 -98.3%1,8860.1%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$217,556$194,835 -47.2%3830.1%ETF
iShares Residential and Multisector Real Estate ETF stock logo
REZ
iShares Residential and Multisector Real Estate ETF
$216,966$21,408 -9.0%2,6350.1%ETF
Shell PLC Unsponsored ADR stock logo
SHEL
Shell
$216,652$178,912 -45.2%3,0770.1%Energy
GRAYSCALE BITCOIN TRUST ETF
$216,147$216,147 New Holding2,5480.1%SHS REP COM UT
NIKE, Inc. stock logo
NKE
NIKE
$213,120$51,930 -19.6%3,0000.1%Consumer Discretionary
PepsiCo, Inc. stock logo
PEP
PepsiCo
$205,322$929,033 -81.9%1,5550.1%Consumer Staples
First Trust Preferred Securities and Income ETF stock logo
FPE
First Trust Preferred Securities and Income ETF
$180,243$180,243 New Holding10,1260.1%ETF
atai Life Sciences N.V. stock logo
ATAI
atai Life Sciences
$109,3290.0%49,9220.0%Medical
BARRICK GOLD CORP
$0$12,171,073 -100.0%00.0%COM
Novartis AG stock logo
NVS
Novartis
$0$11,201,287 -100.0%00.0%Medical
Stryker Corporation stock logo
SYK
Stryker
$0$10,264,795 -100.0%00.0%Medical
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$0$9,498,891 -100.0%00.0%Finance
Booking Holdings Inc. stock logo
BKNG
Booking
$0$9,181,571 -100.0%00.0%Retail/Wholesale
SPROTT PHYSICAL GOLD TR
$0$2,584,525 -100.0%00.0%UNIT
Wheaton Precious Metals Corp. stock logo
WPM
Wheaton Precious Metals
$0$1,693,622 -100.0%00.0%Basic Materials
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$0$1,469,845 -100.0%00.0%Manufacturing
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$0$1,428,926 -100.0%00.0%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$0$1,398,921 -100.0%00.0%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$0$1,352,871 -100.0%00.0%Medical
First Trust Cloud Computing ETF stock logo
SKYY
First Trust Cloud Computing ETF
$0$1,341,257 -100.0%00.0%Manufacturing
First Trust RBA American Industrial Renaissance ETF stock logo
AIRR
First Trust RBA American Industrial Renaissance ETF
$0$1,285,077 -100.0%00.0%Manufacturing
Visa Inc. stock logo
V
Visa
$0$1,275,324 -100.0%00.0%Business Services

Showing largest 100 holdings. View all holdings.
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