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Jonathan Seed

@Seed Wealth Management, Inc.

Latest period2024 - Q4ReportedManaged Assets$123.842MTotal holdings148
Assets growth rate-0.92%Assets growth rate (2-Q avg)3.98%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Seed Wealth Management, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 148 positions.

Assets under management

The assets under management (AUM) of Seed Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 123.842M in assets, with a quarterly growth rate of -0.92% and a 2-quarter average growth rate of 3.98%. The portfolio is managed by Jonathan Seed, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VMBSVanguard Scottsdale Fds
Recent Activity
Decreased -2.58%
5.86%
$7.247M
159,835 shares@ $45.35 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
Decreased -1.27%
3.47%
$4.296M
44,505 shares@ $96.54 avg price
VRPInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -1.2%
2.45%
$3.029M
125,233 shares@ $24.19 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -15.95%
1.92%
$2.366M
8,165 shares@ $289.82 avg price
PULSPgim Etf Tr
Recent Activity
Decreased -1.44%
1.11%
$1.369M
27,625 shares@ $49.56 avg price
PLTRPalantir Technologies Inc
Recent Activity
Decreased -6.11%
1.04%
$1.278M
16,900 shares@ $75.63 avg price
VXUSVanguard Star Fds
Recent Activity
Decreased -4.77%
0.95%
$1.176M
19,954 shares@ $58.93 avg price
NPFDNuveen Vriabl Rat Pfd & Inm
Recent Activity
Decreased -0.8%
0.91%
$1.123M
61,600 shares@ $18.23 avg price
AVDEAmerican Centy Etf Tr
Recent Activity
Decreased -3.93%
0.82%
$1.012M
16,490 shares@ $61.37 avg price
JAAAJanus Detroit Str Tr
Recent Activity
Decreased -2.18%
0.74%
$907,912
17,904 shares@ $50.72 avg price