Jonathan Seed

@Seed Wealth Management, Inc.

Latest period2024 - Q4

Reported5d 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
ADMArcher Daniels Midland Co Recent Activity Exited	0%	$217,752 3,645 shares@ $59.74 avg price	Exited
LOWLowes Cos Inc Recent Activity Exited	0%	$216,409 799 shares@ $270.85 avg price	Exited
CEGConstellation Energy Corp Recent Activity Exited	0%	$212,176 816 shares@ $260.02 avg price	Exited
QEFASpdr Index Shs Fds Recent Activity Exited	0%	$209,252 2,600 shares@ $80.49 avg price	Exited
TSNTyson Foods Inc Recent Activity Exited	0%	$207,269 3,480 shares@ $59.57 avg price	Exited