Jonathan Seed

@Seed Wealth Management, Inc.

Latest period2024 - Q4

Reported4d ago

Managed Assets$123.842M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BLKBlackrock Inc Recent Activity New Position	0.38%	$465,400 454 shares@ $1025.12 avg price	New Position
TAXEa Series Trust Recent Activity New Position	0.26%	$313,958 12,858 shares@ $24.42 avg price	New Position
DFUSDimensional Etf Trust Recent Activity New Position	0.22%	$264,563 4,150 shares@ $63.76 avg price	New Position
SHYIshares Tr Recent Activity New Position	0.21%	$259,877 3,170 shares@ $81.99 avg price	New Position
EXPEExpedia Group Inc Recent Activity New Position	0.18%	$215,211 1,155 shares@ $186.33 avg price	New Position
IPInternational Paper Co Recent Activity New Position	0.17%	$207,476 3,855 shares@ $53.82 avg price	New Position