Seaview Investment Managers LLC Top Holdings and 13F Report (2025) About Seaview Investment Managers LLCInvestment ActivitySeaview Investment Managers LLC has $411.46 million in total holdings as of March 31, 2025.Seaview Investment Managers LLC owns shares of 127 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 25.70% of the portfolio was purchased this quarter.About 10.52% of the portfolio was sold this quarter.This quarter, Seaview Investment Managers LLC has purchased 107 new stocks and bought additional shares in 63 stocks.Seaview Investment Managers LLC sold shares of 13 stocks and completely divested from 21 stocks this quarter.Largest Holdings Invesco QQQ $19,176,014SPDR S&P 500 ETF Trust $17,420,524NVIDIA $16,613,900Berkshire Hathaway $15,990,714Meta Platforms $15,538,676 Largest New Holdings this Quarter 337738108 - Fiserv $10,092,814 Holding743315103 - Progressive $9,457,912 Holding81369Y209 - Health Care Select Sector SPDR Fund $1,398,921 Holding697435105 - Palo Alto Networks $1,396,859 Holding37954Y632 - Global X Future Analytics Tech ETF $1,215,165 Holding Largest Purchases this Quarter Fiserv 45,704 shares (about $10.09M)Progressive 33,419 shares (about $9.46M)NVIDIA 55,498 shares (about $6.01M)Invesco QQQ 10,928 shares (about $5.12M)Microsoft 11,669 shares (about $4.38M) Largest Sales this Quarter Walmart 101,709 shares (about $8.93M)UnitedHealth Group 15,548 shares (about $8.14M)Invesco S&P MidCap Momentum ETF 44,553 shares (about $5.07M)Invesco S&P 500 Equal Weight ETF 12,041 shares (about $2.09M)Alibaba Group 874 shares (about $115.57K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSeaview Investment Managers LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQInvesco QQQ$19,176,014$5,124,358 ▲36.5%40,8944.7%FinanceSPYSPDR S&P 500 ETF Trust$17,420,524$1,686,561 ▲10.7%31,1424.2%FinanceNVDANVIDIA$16,613,900$6,014,875 ▲56.7%153,2934.0%Computer and TechnologyBRK.BBerkshire Hathaway$15,990,714$3,965,058 ▲33.0%30,0253.9%FinanceMETAMeta Platforms$15,538,676$4,329,619 ▲38.6%26,9603.8%Computer and TechnologyAAPLApple$14,942,856$4,283,540 ▲40.2%67,2713.6%Computer and TechnologyAMZNAmazon.com$14,582,478$3,480,807 ▲31.4%76,6453.5%Retail/WholesaleMSFTMicrosoft$14,446,285$4,380,472 ▲43.5%38,4833.5%Computer and TechnologyGOOGLAlphabet$14,076,574$3,830,743 ▲37.4%91,0283.4%Computer and TechnologyAVGOBroadcom$13,814,326$3,871,822 ▲38.9%82,5083.4%Computer and TechnologyBARRICK GOLD CORP$12,171,073$439,694 ▲3.7%626,0843.0%COMLLYEli Lilly and Company$11,722,967$1,219,869 ▲11.6%14,1942.8%MedicalTMUST-Mobile US$11,549,344$226,970 ▲2.0%43,3032.8%Computer and TechnologyNVSNovartis$11,201,287$350,828 ▲3.2%100,4782.7%MedicalUBERUber Technologies$11,170,896$568,599 ▲5.4%153,3202.7%Computer and TechnologyASMLASML$10,621,296$511,550 ▲5.1%16,0292.6%Computer and TechnologySYKStryker$10,264,795$397,563 ▲4.0%27,5752.5%MedicalFIFiserv$10,092,814$10,092,814 ▲New Holding45,7042.5%Business ServicesTSMTaiwan Semiconductor Manufacturing$10,003,824$798,460 ▲8.7%60,2642.4%Computer and TechnologyMUMicron Technology$9,854,195$642,638 ▲7.0%113,4102.4%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$9,749,731$2,085,862 ▼-17.6%56,2822.4%ETFGSThe Goldman Sachs Group$9,498,891$322,311 ▲3.5%17,3882.3%FinanceADBEAdobe$9,465,904$1,553,297 ▲19.6%24,6812.3%Computer and TechnologyPGRProgressive$9,457,912$9,457,912 ▲New Holding33,4192.3%FinanceHEFAiShares Currency Hedged MSCI EAFE ETF$9,440,408$3,132,734 ▲49.7%260,1382.3%ETFVIGVanguard Dividend Appreciation ETF$9,251,383$3,308,305 ▲55.7%47,6902.2%ETFBKNGBooking$9,181,571$691,036 ▲8.1%1,9932.2%Retail/WholesaleCRMSalesforce$9,180,328$1,048,483 ▲12.9%34,2092.2%Computer and TechnologyORCLOracle$8,967,694$939,383 ▲11.7%64,1422.2%Computer and TechnologyGLDSPDR Gold Shares$2,921,740$1,021,745 ▲53.8%10,1400.7%FinanceSPROTT PHYSICAL GOLD TR$2,584,525$24,060 ▼-0.9%107,4200.6%UNITWPMWheaton Precious Metals$1,693,6220.0%21,8170.4%Basic MaterialsIYWiShares U.S. Technology ETF$1,469,845$52,244 ▲3.7%10,4660.4%ManufacturingXLREReal Estate Select Sector SPDR Fund$1,428,926$38,083 ▼-2.6%34,1440.3%ETFXLVHealth Care Select Sector SPDR Fund$1,398,921$1,398,921 ▲New Holding9,5810.3%ETFPANWPalo Alto Networks$1,396,859$1,396,859 ▲New Holding8,1860.3%Computer and TechnologyABBVAbbVie$1,352,871$1,062,057 ▲365.2%6,4570.3%MedicalSKYYFirst Trust Cloud Computing ETF$1,341,257$11,961 ▼-0.9%13,1200.3%ManufacturingPAVEGlobal X U.S. Infrastructure Development ETF$1,316,136$40,748 ▲3.2%34,8830.3%ETFPEPPepsiCo$1,288,135$1,046,132 ▲432.3%8,5910.3%Consumer StaplesAIRRFirst Trust RBA American Industrial Renaissance ETF$1,285,077$39,903 ▲3.2%18,8400.3%ManufacturingVVisa$1,275,324$899,280 ▲239.1%3,6390.3%Business ServicesIAIiShares U.S. Broker-Dealers & Securities Exchanges ETF$1,269,537$49,039 ▲4.0%9,0610.3%ETFAIQGlobal X Future Analytics Tech ETF$1,215,165$1,215,165 ▲New Holding33,4020.3%ETFSMHVanEck Semiconductor ETF$1,170,063$69,574 ▲6.3%5,5330.3%ManufacturingGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$1,154,491$56,112 ▲5.1%10,2050.3%ETFUNHUnitedHealth Group$1,141,252$8,143,270 ▼-87.7%2,1790.3%MedicalDELLDell Technologies$1,000,098$1,000,098 ▲New Holding10,9720.2%Computer and TechnologyXOMExxon Mobil$906,485$906,485 ▲New Holding7,6220.2%EnergyCIThe Cigna Group$898,170$898,170 ▲New Holding2,7300.2%MedicalAXPAmerican Express$884,099$884,099 ▲New Holding3,2860.2%FinanceWMTWalmart$879,743$8,929,027 ▼-91.0%10,0210.2%Retail/WholesaleRACEFerrari$832,404$832,404 ▲New Holding1,9650.2%Auto/Tires/TrucksCLOZPanagram BBB-B CLO ETF$830,658$830,658 ▲New Holding31,2630.2%ETFPGProcter & Gamble$804,894$804,894 ▲New Holding4,7230.2%Consumer StaplesSPROTT PHYSICAL SILVER TR$794,9170.0%68,5270.2%TR UNITSHYGiShares 0-5 Year High Yield Corporate Bond ETF$792,063$304,996 ▲62.6%18,6280.2%ETFJEPIJPMorgan Equity Premium Income ETF$786,685$93,593 ▼-10.6%13,7680.2%ETFFALNiShares Fallen Angels USD Bond ETF$785,591$785,591 ▲New Holding29,3240.2%ManufacturingSJNKSPDR Bloomberg Short Term High Yield Bond ETF$782,150$279,855 ▲55.7%31,0870.2%ETFJPMJPMorgan Chase & Co.$776,620$776,620 ▲New Holding3,1660.2%FinanceIBHHiShares iBonds 2028 Term High Yield and Income ETF$765,507$765,507 ▲New Holding32,7700.2%ETFAMGNAmgen$765,478$765,478 ▲New Holding2,4570.2%MedicalSPYINEOS S&P 500 High Income ETF$735,447$212,440 ▲40.6%15,3570.2%ETFMCDMcDonald's$704,082$704,082 ▲New Holding2,2540.2%Retail/WholesaleBXBlackstone$684,084$684,084 ▲New Holding4,8940.2%FinanceAZNAstraZeneca$675,025$675,025 ▲New Holding9,1840.2%MedicalHIGHSimplify Enhanced Income ETF$672,593$49,124 ▼-6.8%30,6560.2%ETFSPROTT PHYSICAL PLAT PALLAD$667,640$99,400 ▲17.5%67,1670.2%UNITCOSTCostco Wholesale$652,588$652,588 ▲New Holding6900.2%Retail/WholesaleYYYAmplify High Income ETF$616,768$616,768 ▲New Holding54,0550.1%ETFNTRNutrien$614,149$321,343 ▲109.7%12,3750.1%Basic MaterialsLVHIFranklin International Low Volatility High Dividend Index ETF$614,123$190,206 ▲44.9%18,9720.1%ETFGOOGAlphabet$596,799$596,799 ▲New Holding3,8200.1%Computer and TechnologyAEMAgnico Eagle Mines$594,932$114,802 ▲23.9%5,4880.1%Basic MaterialsJEPQJPMorgan Nasdaq Equity Premium Income ETF$577,266$201,018 ▲53.4%11,1480.1%ETFETNEaton$521,098$521,098 ▲New Holding1,9170.1%IndustrialsSOXLDirexion Daily Semiconductors Bull 3x Shares$494,912$287,100 ▲138.2%31,0290.1%ETFBABAAlibaba Group$483,962$115,569 ▼-19.3%3,6600.1%Retail/WholesaleCFCF Industries$468,9000.0%6,0000.1%Basic MaterialsISHARES BITCOIN TRUST ETF$467,912$165,848 ▲54.9%9,9960.1%SHS BEN INTSHELShell$411,654$31,361 ▼-7.1%5,6180.1%EnergyADSKAutodesk$411,549$96,080 ▲30.5%1,5720.1%Computer and TechnologyNVONovo Nordisk A/S$399,836$399,836 ▲New Holding5,7580.1%MedicalNOWServiceNow$388,516$106,683 ▲37.9%4880.1%Computer and TechnologyVUGVanguard Growth ETF$385,653$385,653 ▲New Holding1,0400.1%ETFLAM RESEARCH CORP$376,077$79,388 ▲26.8%5,1730.1%COM NEWVOOVanguard S&P 500 ETF$373,099$373,099 ▲New Holding7260.1%ETFIBMInternational Business Machines$366,027$366,027 ▲New Holding1,4720.1%Computer and TechnologyPAASPan American Silver$359,350$1,162 ▲0.3%13,9120.1%Basic MaterialsXMMOInvesco S&P MidCap Momentum ETF$351,632$5,068,347 ▼-93.5%3,0910.1%ETFAMDAdvanced Micro Devices$337,501$115,274 ▲51.9%3,2850.1%Computer and TechnologyCEGConstellation Energy$335,713$62,102 ▼-15.6%1,6650.1%EnergySCCOSouthern Copper$319,243$4,673 ▲1.5%3,4160.1%Basic MaterialsSFMSprouts Farmers Market$305,280$305,280 ▲New Holding2,0000.1%Retail/WholesalePALANTIR TECHNOLOGIES INC$301,815$38,402 ▲14.6%3,5760.1%CL ACCitigroup$299,366$23,427 ▼-7.3%4,2170.1%FinanceIAUiShares Gold Trust$289,1990.0%4,9050.1%FinanceSHYiShares 1-3 Year Treasury Bond ETF$272,2640.0%3,2910.1%ManufacturingVPNGlobal X Data Center & Digital Infrastructure ETF$265,461$5,724 ▲2.2%16,3260.1%ManufacturingShowing 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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