$89 Million is the total value of Seed Wealth Management, Inc.'s 136 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | INVESCO ACTIVELY MANAGED ETFaaa clo fltng rt | $653,569 | – | 25,550 | +100.0% | 0.73% | – | |
| PULS | New | PGIM ETF TRpgim ultra sh bd | $272,195 | – | 5,500 | +100.0% | 0.31% | – |
| BTT | New | BLACKROCK MUN TARGET TERM TR | $255,242 | – | 13,150 | +100.0% | 0.29% | – |
| IMOM | New | EA SERIES TRUSTintl quan momntm | $223,633 | – | 9,120 | +100.0% | 0.25% | – |
| AFL | New | AFLAC INC | $217,970 | – | 2,840 | +100.0% | 0.24% | – |
| ABBV | New | ABBVIE INC | $205,405 | – | 1,378 | +100.0% | 0.23% | – |
| BP | New | BP PLCsponsored adr | $201,344 | – | 5,200 | +100.0% | 0.23% | – |
| NEA | New | NUVEEN AMT FREE QLTY MUN INC | $140,360 | – | 14,500 | +100.0% | 0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 4 | Q3 2023 | 5.8% |
| INVESCO EXCH TRADED FD TR II | 4 | Q3 2023 | 5.3% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 4.1% |
| AMERICAN CENTY ETF TR | 4 | Q3 2023 | 4.2% |
| SSGA ACTIVE ETF TR | 4 | Q3 2023 | 4.5% |
| AMERICAN CENTY ETF TR | 4 | Q3 2023 | 3.5% |
| JANUS DETROIT STR TR | 4 | Q3 2023 | 3.6% |
| FRANKLIN TEMPLETON ETF TR | 4 | Q3 2023 | 3.3% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 2.5% |
| MICROSOFT CORP | 4 | Q3 2023 | 2.2% |
View Seed Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-01-31 |
View Seed Wealth Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.