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Seamount Financial Group

Latest statistics and disclosures from Seamount Financial Group's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002011267

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Positions held by Seamount Financial Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Seamount Financial Group

Seamount Financial Group holds 85 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Apple (AAPL)	8.4	$9.6M	56k	171.48	View chart
Amazon (AMZN)	8.1	$9.2M	51k	180.38	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	5.0	$5.8M	22k	259.90	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	4.1	$4.7M	89k	52.87	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	3.8	$4.3M	10k	420.52	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	3.6	$4.1M	125k	32.50	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.2	$3.6M	20k	182.61	View chart
Vanguard World Energy Etf (VDE)	2.7	$3.0M	23k	131.70	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	2.6	$2.9M	80k	36.54	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.4	$2.7M	5.6k	480.73	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	2.3	$2.6M	24k	110.50	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	2.2	$2.5M	27k	93.48	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.0	$2.3M	9.2k	249.85	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.0	$2.2M	28k	80.51	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.9	$2.2M	5.0k	444.04	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.9	$2.2M	20k	108.92	View chart
Microsoft Corporation (MSFT)	1.9	$2.2M	5.2k	420.71	View chart
Spdr Gold Tr Gold Shs (GLD)	1.9	$2.1M	10k	205.72	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.8	$2.1M	24k	86.48	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	1.8	$2.1M	5.2k	397.77	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.8	$2.0M	9.7k	210.30	View chart
Broadcom (AVGO)	1.7	$1.9M	1.4k	1325.58	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	1.2	$1.4M	27k	50.45	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.1	$1.2M	5.2k	239.76	View chart
Costco Wholesale Corporation (COST)	1.0	$1.2M	1.6k	732.67	View chart
Flaherty & Crumrine Dynamic SHS (DFP)	1.0	$1.1M	59k	19.17	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.9	$1.1M	16k	65.87	View chart
JPMorgan Chase & Co. (JPM)	0.9	$1.1M	5.3k	200.32	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.9	$1.0M	36k	28.63	View chart
Illinois Tool Works (ITW)	0.9	$987k	3.7k	268.33	View chart
Chevron Corporation (CVX)	0.8	$923k	5.9k	157.75	View chart
ConocoPhillips (COP)	0.8	$903k	7.1k	127.28	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.8	$902k	6.9k	131.24	View chart
Exxon Mobil Corporation (XOM)	0.7	$852k	7.3k	116.24	View chart
Waste Management (WM)	0.7	$814k	3.8k	213.15	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.7	$801k	13k	60.42	View chart
Procter & Gamble Company (PG)	0.7	$790k	4.9k	162.25	View chart
Coca-Cola Company (KO)	0.7	$788k	13k	61.18	View chart
Invesco Van Kampen Municipal Trust (VKQ)	0.7	$782k	81k	9.70	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.7	$765k	11k	68.80	View chart
Spdr Ser Tr S&p Regl Bkg (KRE)	0.7	$749k	15k	50.28	View chart
Matson (MATX)	0.6	$725k	6.5k	112.40	View chart
Vanguard World Consum Stp Etf (VDC)	0.6	$717k	3.5k	204.13	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.6	$713k	23k	31.16	View chart
Home Depot (HD)	0.6	$705k	1.8k	383.57	View chart
Wal-Mart Stores (WMT)	0.6	$701k	12k	60.17	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.6	$691k	10k	67.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$659k	4.4k	150.93	View chart
Blackstone Group Inc Com Cl A (BX)	0.6	$656k	5.0k	131.37	View chart
Johnson & Johnson (JNJ)	0.6	$655k	4.1k	158.19	View chart
NVIDIA Corporation (NVDA)	0.6	$648k	717.00	903.64	View chart
McDonald's Corporation (MCD)	0.5	$581k	2.1k	281.95	View chart
Nucor Corporation (NUE)	0.5	$559k	2.8k	197.90	View chart
Advanced Micro Devices (AMD)	0.5	$551k	3.1k	180.49	View chart
Pioneer Municipal High Incom Com Shs (MHI)	0.5	$548k	62k	8.84	View chart
Flaherty & Crumrine/Claymore Preferred S (FFC)	0.5	$539k	36k	14.85	View chart
Vanguard World Utilities Etf (VPU)	0.4	$505k	3.5k	142.59	View chart
Travelers Companies (TRV)	0.4	$496k	2.2k	230.14	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$461k	2.1k	224.97	View chart
Vanguard World Health Car Etf (VHT)	0.4	$444k	1.6k	270.58	View chart
General Mills (GIS)	0.4	$444k	6.3k	69.97	View chart
Nuveen Muni Value Fund (NUV)	0.4	$429k	49k	8.71	View chart
Union Pacific Corporation (UNP)	0.4	$427k	1.7k	245.93	View chart
UnitedHealth (UNH)	0.4	$426k	862.00	494.70	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$406k	776.00	523.09	View chart
Hldgs (UAL)	0.3	$378k	7.9k	47.88	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.3	$363k	4.7k	76.62	View chart
Flaherty & Crumrine/Claymore Total Retur (FLC)	0.3	$351k	23k	15.46	View chart
T Rowe Price Etf Small Mid Cap (TMSL)	0.3	$334k	11k	31.38	View chart
Ishares Tr High Yld Systm B (HYDB)	0.3	$334k	7.1k	46.72	View chart
Phillips 66 (PSX)	0.3	$327k	2.0k	163.34	View chart
Vail Resorts (MTN)	0.3	$319k	1.4k	222.83	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.3	$314k	12k	27.04	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.3	$311k	9.7k	31.99	View chart
Visa Com Cl A (V)	0.3	$296k	1.1k	279.08	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.3	$287k	9.5k	30.23	View chart
Abbvie (ABBV)	0.2	$278k	1.5k	182.10	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.2	$277k	4.3k	64.39	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$264k	8.2k	32.23	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$264k	4.6k	57.86	View chart
T Rowe Price Etf Growth Etf (TGRT)	0.2	$246k	7.6k	32.33	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$237k	4.6k	51.28	View chart
Walt Disney Company (DIS)	0.2	$236k	1.9k	122.36	View chart
Meta Platforms Cl A (META)	0.2	$206k	425.00	485.58	View chart
Lockheed Martin Corporation (LMT)	0.2	$205k	451.00	454.73	View chart

Past Filings by Seamount Financial Group

SEC 13F filings are viewable for Seamount Financial Group going back to 2024

Seamount Financial Group 2024 Q1 filed April 18, 2024

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