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Seek First Inc. Top Holdings and 13F Report (2025)

About Seek First Inc.

Investment Activity

  • Seek First Inc. has $123.44 million in total holdings as of June 30, 2025.
  • Seek First Inc. owns shares of 55 different stocks, but just 15 companies or ETFs make up 80% of its holdings.
  • Approximately 4.68% of the portfolio was purchased this quarter.
  • About 0.53% of the portfolio was sold this quarter.
  • This quarter, Seek First Inc. has purchased 53 new stocks and bought additional shares in 41 stocks.
  • Seek First Inc. sold shares of 6 stocks and completely divested from 1 stock this quarter.

Largest New Holdings this Quarter

007903107 - Advanced Micro Devices
$250,170 Holding
46434V456 - iShares MSCI Intl Quality Factor ETF
$217,296 Holding

Largest Purchases this Quarter

Schwab U.S. Large-Cap Growth ETF
34,006 shares (about $993.32K)
Schwab U.S. Large-Cap Value ETF
34,193 shares (about $946.12K)
Apple
4,383 shares (about $899.26K)
Schwab 5-10 Year Corporate Bond ETF
18,306 shares (about $416.64K)
Invesco BulletShares 2025 Corporate Bond ETF
13,605 shares (about $281.35K)

Largest Sales this Quarter

Cisco Systems
2,057 shares (about $142.72K)
Vanguard Small-Cap ETF
357 shares (about $84.60K)
Schwab International Equity ETF
2,969 shares (about $65.61K)
Vanguard Value ETF
303 shares (about $53.55K)
SPDR S&P 500 ETF Trust
51 shares (about $31.51K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSeek First Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$24,974,538$899,261 3.7%121,72620.2%Computer and Technology
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$20,468,452$993,316 5.1%700,73416.6%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$14,336,674$946,120 7.1%518,13111.6%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$4,951,101$228,059 4.8%186,8344.0%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$4,924,921$65,615 -1.3%222,8474.0%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$4,221,384$150,889 3.7%13,2893.4%Auto/Tires/Trucks
Schwab 5-10 Year Corporate Bond ETF stock logo
SCHI
Schwab 5-10 Year Corporate Bond ETF
$4,205,768$416,644 11.0%184,7883.4%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$4,123,634$154,251 3.9%21,1463.3%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$3,881,492$218,223 6.0%14,0163.1%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$3,133,611$182,921 6.2%103,9682.5%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$2,731,016$224,379 9.0%58,9342.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,008,735$10,970 0.5%9,1561.6%Retail/Wholesale
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,905,309$31,508 -1.6%3,0841.5%Finance
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,743,492$53,551 -3.0%9,8651.4%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$1,683,596$16,131 1.0%12,6291.4%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$1,496,078$5,386 0.4%53,3361.2%ETF
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$1,326,188$59,706 4.7%54,3971.1%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$1,300,324$21,126 -1.6%51,3961.1%ETF
Schwab International Dividend Equity ETF stock logo
SCHY
Schwab International Dividend Equity ETF
$1,213,375$32,136 2.7%44,3651.0%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,074,798$4,108 0.4%6,8030.9%Computer and Technology
Schwab Long-Term U.S. Treasury ETF stock logo
SCHQ
Schwab Long-Term U.S. Treasury ETF
$1,069,323$24,236 2.3%33,5320.9%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,027,256$13,712 1.4%3,6710.8%ETF
Visa Inc. stock logo
V
Visa
$1,011,728$6,390 0.6%2,8500.8%Business Services
LAM RESEARCH CORP
$909,717$3,212 0.4%9,3460.7%COM NEW
Nova Ltd. stock logo
NVMI
Nova
$813,2160.0%2,9550.7%Computer and Technology
Schwab 1-5 Year Corporate Bond ETF stock logo
SCHJ
Schwab 1-5 Year Corporate Bond ETF
$812,650$8,882 1.1%32,7550.7%ETF
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$773,8160.0%1,4240.6%Medical
WisdomTree U.S. LargeCap Fund stock logo
EPS
WisdomTree U.S. LargeCap Fund
$701,273$2,560 0.4%10,9560.6%Finance
iShares iBonds Dec 2025 Term Treasury ETF stock logo
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
$698,184$7,382 1.1%29,8880.6%Manufacturing
Microsoft Corporation stock logo
MSFT
Microsoft
$675,407$9,947 1.5%1,3580.5%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$643,607$24,818 4.0%1,1670.5%Finance
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$639,374$84,602 -11.7%2,6980.5%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$599,228$18,828 3.2%2,9280.5%ETF
WisdomTree U.S. SmallCap Dividend Fund stock logo
DES
WisdomTree U.S. SmallCap Dividend Fund
$540,800$6,860 1.3%17,0280.4%Finance
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$540,126$10,644 2.0%23,2410.4%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$486,7420.0%1,0020.4%Finance
Lumentum Holdings Inc. stock logo
LITE
Lumentum
$444,5960.0%4,6770.4%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$419,2230.0%1,3790.3%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$393,198$142,722 -26.6%5,6670.3%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$354,327$8,908 2.6%3580.3%Retail/Wholesale
WisdomTree U.S. MidCap Dividend Fund stock logo
DON
WisdomTree U.S. MidCap Dividend Fund
$352,257$2,356 0.7%7,0280.3%Finance
WisdomTree Dynamic International Equity Fund stock logo
DDWM
WisdomTree Dynamic International Equity Fund
$349,791$833 0.2%8,8200.3%Finance
Invesco BulletShares 2027 Corporate Bond ETF stock logo
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
$339,516$119,847 54.6%17,2780.3%ETF
Invesco BulletShares 2026 Corporate Bond ETF stock logo
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
$331,109$119,830 56.7%16,9630.3%ETF
ETY
Eaton Vance Tax-Managed Diversified Equity Income Fund
$324,839$68,826 26.9%20,9980.3%Financial Services
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$309,567$4,385 1.4%7060.3%ETF
Invesco BulletShares 2025 Corporate Bond ETF stock logo
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
$281,354$281,354 New Holding13,6050.2%ETF
ProShares Ultra QQQ stock logo
QLD
ProShares Ultra QQQ
$274,602$5,650 2.1%2,3330.2%ETF
NetApp, Inc. stock logo
NTAP
NetApp
$252,481$1,385 0.6%2,3700.2%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$250,170$250,170 New Holding1,7630.2%Computer and Technology
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock logo
HYS
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
$243,454$4,371 1.8%2,5620.2%ETF
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$235,751$2,228 1.0%9,4190.2%ETF
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$217,296$217,296 New Holding5,0280.2%ETF
RSPR
Invesco S&P 500 Equal Weight Real Estate ETF
$214,484$1,261 0.6%6,1230.2%ETF
Chevron Corporation stock logo
CVX
Chevron
$207,189$2,291 1.1%1,4470.2%Energy
Intuit Inc. stock logo
INTU
Intuit
$0$256,306 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
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