test

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
BLKBlackrock Inc
Recent Activity
Exited
0%
$431,078
454 shares@ $949.52 avg price
QQQInvesco Qqq Tr
Recent Activity
Exited
0%
$292,878
600 shares@ $488.13 avg price
IIPRInnovative Indl Pptys Inc
Recent Activity
Exited
0%
$279,968
2,080 shares@ $134.6 avg price
MTCHMatch Group Inc New
Recent Activity
Exited
0%
$262,231
6,930 shares@ $37.84 avg price
FLBRFranklin Templeton Etf Tr
Recent Activity
Exited
0%
$250,764
13,800 shares@ $18.18 avg price
SNNSmith & Nephew Plc
Recent Activity
Exited
0%
$246,940
7,930 shares@ $31.14 avg price
CCICrown Castle Inc
Recent Activity
Exited
0%
$244,378
2,060 shares@ $118.64 avg price
STZConstellation Brands Inc
Recent Activity
Exited
0%
$231,921
900 shares@ $257.69 avg price
CAGConagra Brands Inc
Recent Activity
Exited
0%
$226,990
6,980 shares@ $32.53 avg price
AVYAvery Dennison Corp
Recent Activity
Exited
0%
$225,175
1,020 shares@ $220.76 avg price