Sebold Capital Management, Inc. Top Holdings and 13F Report (2024) → Truth about Trump you’ve never heard (From Porter & Company) (Ad) About Sebold Capital Management, Inc.Investment ActivitySebold Capital Management, Inc. has $148.18 million in total holdings as of March 31, 2024.Sebold Capital Management, Inc. owns shares of 71 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 7.05% of the portfolio was purchased this quarter.About 0.95% of the portfolio was sold this quarter.This quarter, Sebold Capital Management, Inc. has purchased 68 new stocks and bought additional shares in 29 stocks.Sebold Capital Management, Inc. sold shares of 29 stocks and completely divested from 1 stock this quarter.Largest Holdings Invesco S&P 500 Equal Weight ETF $28,102,881Vanguard Mid-Cap ETF $10,440,332Vanguard Dividend Appreciation ETF $10,067,876Schwab Fundamental Emerging Markets Large Company Index ETF $6,992,829Vanguard FTSE Developed Markets ETF $6,218,711 Largest New Holdings this Quarter iShares Treasury Floating Rate Bond ETF $275,450 HoldingMGM Resorts International $265,746 HoldingGeneral Electric $254,618 HoldingPalantir Technologies $205,687 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 61,588 shares (about $3.74M)VanEck Fallen Angel High Yield Bond ETF 20,533 shares (about $595.87K)SPDR Nuveen Bloomberg High Yield Municipal Bond ETF 20,969 shares (about $538.70K)First Trust Enhanced Short Maturity ETF 8,295 shares (about $494.55K)Vanguard Mid-Cap ETF 1,905 shares (about $475.98K) Largest Sales this Quarter iShares Core S&P Small-Cap ETF 1,962 shares (about $216.84K)First Trust International IPO ETF 3,052 shares (about $140.94K)Davis Select U.S. Equity ETF 3,441 shares (about $138.91K)Alphabet 899 shares (about $136.88K)Schwab Fundamental U.S. Large Company Index ETF 1,500 shares (about $101.09K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSebold Capital Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorRSPInvesco S&P 500 Equal Weight ETF$28,102,881$252,192 ▲0.9%165,92619.0%ETFVOVanguard Mid-Cap ETF$10,440,332$475,980 ▲4.8%41,7857.0%ETFVIGVanguard Dividend Appreciation ETF$10,067,876$295,282 ▲3.0%55,1336.8%ETFFNDESchwab Fundamental Emerging Markets Large Company Index ETF$6,992,829$360,602 ▲5.4%251,9034.7%ETFVEAVanguard FTSE Developed Markets ETF$6,218,711$227,169 ▲3.8%123,9534.2%ETFVIOOVanguard S&P Small-Cap 600 ETF$6,214,638$90,233 ▲1.5%61,2284.2%ETFVGTVanguard Information Technology ETF$6,100,635$136,327 ▲2.3%11,6354.1%ETFFTSMFirst Trust Enhanced Short Maturity ETF$4,970,580$494,548 ▲11.0%83,3713.4%ManufacturingIJHiShares Core S&P Mid-Cap ETF$4,779,874$3,740,855 ▲360.0%78,6943.2%ETFFNDASchwab Fundamental U.S. Small Company Index ETF$4,071,784$317,031 ▲8.4%71,3972.7%ETFDUSADavis Select U.S. Equity ETF$4,041,572$138,914 ▼-3.3%100,1132.7%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$3,999,489$101,086 ▼-2.5%59,3482.7%ETFIJRiShares Core S&P Small-Cap ETF$3,962,142$216,840 ▼-5.2%35,8502.7%ETFBNDVanguard Total Bond Market ETF$3,481,883$353,563 ▲11.3%47,9402.3%ETFXCEMColumbia EM Core ex-China ETF$2,904,127$6,593 ▼-0.2%93,3802.0%ETFANGLVanEck Fallen Angel High Yield Bond ETF$2,396,820$595,868 ▲33.1%82,5921.6%ManufacturingSCHXSchwab US Large-Cap ETF$2,378,645$28,175 ▼-1.2%38,3281.6%ETFBNDXVanguard Total International Bond ETF$2,231,308$108,808 ▲5.1%45,3611.5%ETFDINTDavis Select International ETF$2,224,437$30,324 ▲1.4%115,3161.5%ETFFNDFSchwab Fundamental International Large Company Index ETF$2,121,383$246,776 ▲13.2%59,5731.4%ETFSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$1,870,512$15,228 ▼-0.8%39,4291.3%FinanceFMBFirst Trust Managed Municipal ETF$1,774,797$41,396 ▲2.4%34,5561.2%ManufacturingIVViShares Core S&P 500 ETF$1,581,922$15,772 ▼-1.0%3,0091.1%ETFFPXIFirst Trust International IPO ETF$1,277,065$140,942 ▼-9.9%27,6540.9%ManufacturingHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$1,256,918$538,697 ▲75.0%48,9260.8%ETFSPYSPDR S&P 500 ETF Trust$1,159,647$13,077 ▼-1.1%2,2170.8%FinanceMDYSPDR S&P MidCap 400 ETF Trust$1,083,868$15,579 ▼-1.4%1,9480.7%ETFFEMFirst Trust Emerging Markets AlphaDEX Fund$1,074,696$3,293 ▼-0.3%46,9910.7%ManufacturingSCHESchwab Emerging Markets Equity ETF$1,062,496$3,308 ▼-0.3%42,0790.7%ETFSPLGSPDR Portfolio S&P 500 ETF$1,011,561$95,988 ▲10.5%16,4400.7%ETFMETAMeta Platforms$997,382$345,248 ▲52.9%2,0540.7%Computer and TechnologyCOFCapital One Financial$956,996$84,861 ▼-8.1%6,4280.6%FinanceHYDVanEck High Yield Muni ETF$932,841$2,404 ▼-0.3%17,8500.6%ETFSCVLShoe Carnival$827,075$133,846 ▲19.3%22,5730.6%Retail/WholesaleAMZNAmazon.com$817,483$87,845 ▲12.0%4,5320.6%Retail/WholesaleWFCWells Fargo & Company$617,732$50,193 ▼-7.5%10,6580.4%FinanceGOOGAlphabet$611,629$136,882 ▼-18.3%4,0170.4%Computer and TechnologyFEXFirst Trust Large Cap Core AlphaDEX Fund$605,067$5,160 ▼-0.8%6,0970.4%ETFIEFAiShares Core MSCI EAFE ETF$597,249$1,188 ▼-0.2%8,0470.4%ETFVYMVanguard High Dividend Yield ETF$514,0870.0%4,2490.3%ETFXLFFinancial Select Sector SPDR Fund$428,614$7,371 ▼-1.7%10,1760.3%ETFUSBU.S. Bancorp$412,086$13,410 ▲3.4%9,2190.3%FinanceRSPFInvesco S&P 500 Equal Weight Financials ETF$401,524$33,471 ▼-7.7%6,2500.3%ETFINTCIntel$397,000$62,721 ▼-13.6%8,9880.3%Computer and TechnologyAMATApplied Materials$395,756$17,323 ▲4.6%1,9190.3%Computer and TechnologyCIThe Cigna Group$392,246$32,324 ▼-7.6%1,0800.3%MedicalBWXSPDR Bloomberg Barclays International Treasury Bond ETF$388,622$1,045 ▼-0.3%17,4740.3%FinanceSPSMSPDR Portfolio S&P 600 Small Cap ETF$387,1880.0%8,9960.3%ETFIHFiShares U.S. Healthcare Providers ETF$383,417$306,734 ▲400.0%7,0300.3%ETFDESWisdomTree U.S. SmallCap Dividend Fund$379,7750.0%11,6210.3%FinanceMKLMarkel Group$374,285$74,553 ▲24.9%2460.3%Multi-Sector ConglomeratesEMLPFirst Trust North American Energy Infrastructure Fund$342,424$177 ▲0.1%11,5960.2%ETFIWViShares Russell 3000 ETF$340,591$600 ▼-0.2%1,1350.2%ETFWMSAdvanced Drainage Systems$335,868$8,612 ▼-2.5%1,9500.2%ConstructionVTRSViatris$308,267$56,631 ▲22.5%25,8180.2%MedicalXLIIndustrial Select Sector SPDR Fund$308,225$882 ▼-0.3%2,4470.2%ETFJPMJPMorgan Chase & Co.$302,525$5,009 ▲1.7%1,5100.2%FinanceXLKTechnology Select Sector SPDR Fund$299,909$3,541 ▼-1.2%1,4400.2%ETFXLVHealth Care Select Sector SPDR Fund$293,983$2,659 ▼-0.9%1,9900.2%ETFVWOVanguard FTSE Emerging Markets ETF$293,3930.0%7,0240.2%ETFTFLOiShares Treasury Floating Rate Bond ETF$275,450$275,450 ▲New Holding5,4340.2%ETFMGMMGM Resorts International$265,746$265,746 ▲New Holding5,6290.2%Consumer DiscretionaryCMECME Group$261,147$5,598 ▲2.2%1,2130.2%FinanceGEGeneral Electric$254,618$254,618 ▲New Holding1,4510.2%TransportationVBRVanguard Small-Cap Value ETF$250,9800.0%1,3080.2%ETFXLYConsumer Discretionary Select Sector SPDR Fund$239,057$1,471 ▼-0.6%1,3000.2%FinanceVYMIVanguard International High Dividend Yield ETF$235,9160.0%3,4290.2%ETFFDLFirst Trust Morningstar Dividend Leaders Index$231,9580.0%6,0280.2%ETFSCHASchwab US Small-Cap ETF$228,5230.0%4,6410.2%ETFXLUUtilities Select Sector SPDR Fund$227,9370.0%3,4720.2%ETFPLTRPalantir Technologies$205,687$205,687 ▲New Holding8,9390.1%Business ServicesHYLSFirst Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF$0$274,139 ▼-100.0%00.0%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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
