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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
SCHVSchwab Strategic Tr
Recent Activity
Increased 193.97%
0.97%
$1.201M
46,050 shares@ $26.08 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 135.67%
0.51%
$627,890
33,940 shares@ $18.5 avg price
SONYSony Group Corp
Recent Activity
Increased 400%
0.45%
$551,747
26,075 shares@ $21.16 avg price
ADBEAdobe Inc
Recent Activity
Increased 3.66%
0.27%
$328,174
738 shares@ $444.69 avg price
AVESAmerican Centy Etf Tr
Recent Activity
Increased 13.34%
0.26%
$314,160
6,800 shares@ $46.2 avg price
AESAes Corp
Recent Activity
Increased 11.4%
0.16%
$188,739
14,665 shares@ $12.88 avg price
RCReady Capital Corp
Recent Activity
Increased 93.75%
0.14%
$169,136
24,800 shares@ $6.82 avg price