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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
AVEMAmerican Centy Etf Tr
Recent Activity
Decreased -7.4%
0.5%
$610,240
10,380 shares@ $58.79 avg price
SLQDIshares Tr
Recent Activity
Decreased -18.59%
0.5%
$609,812
12,260 shares@ $49.74 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Decreased -4.16%
0.47%
$579,255
11,500 shares@ $50.37 avg price
QCOMQualcomm Inc
Recent Activity
Decreased -1.74%
0.39%
$475,454
3,095 shares@ $153.63 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -1.19%
0.34%
$416,778
2,486 shares@ $167.66 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -0.92%
0.31%
$371,558
3,735 shares@ $99.49 avg price
DISDisney Walt Co
Recent Activity
Decreased -8.69%
0.29%
$350,864
3,151 shares@ $111.36 avg price
TSECTouchstone Etf Trust
Recent Activity
Decreased -2.78%
0.25%
$308,064
11,860 shares@ $25.98 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -8.69%
0.22%
$266,648
1,575 shares@ $169.31 avg price
ICLOInvesco Actively Managed Exc
Recent Activity
Decreased -24.2%
0.19%
$227,170
8,860 shares@ $25.64 avg price