Seed-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NTR",
  "AES",
  "FNDF",
  null,
  "ABT",
  "ABBV",
  "ADBE",
  "GOOGL",
  null,
  "BLK",
  null,
  null,
  "CAT",
  "AVDE",
  "AVGO",
  null,
  null,
  "AVEM",
  null,
  null,
  "EBAY",
  "RC",
  "EQNR",
  null,
  "EXPE",
  null,
  null,
  null,
  "PNR",
  "HD",
  "IBN",
  "MCD",
  "SNN",
  "QCOM",
  null,
  "HSBC",
  "LEN",
  "META",
  null,
  null,
  "NPFD",
  "IJH",
  "BTT",
  "JOF",
  null,
  null,
  "LHX",
  "MSFT",
  null,
  "EMD",
  "KR",
  "ORCL",
  null,
  "PYPL",
  "IRM",
  "PGR",
  null,
  null,
  "UNH",
  "AAPL",
  "HLN",
  "NVDA",
  "PLTR",
  "LMT",
  "PG",
  "MRK",
  null,
  null,
  null,
  null,
  null,
  null,
  "SRE",
  "SHEL",
  "RTX",
  null,
  "RSG",
  null,
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "TEL",
  "TXN",
  "TJX",
  "TSN",
  "UBS",
  "SCHW",
  "VWO",
  null,
  null,
  null,
  "SNY",
  "TSM",
  "GSK",
  "EA",
  "EW",
  "AFL",
  "SONY",
  "FI",
  "IP",
  "WM",
  "NVO",
  "AMZN",
  "NEA",
  "SCHB",
  null,
  "TTWO",
  "HCA",
  null,
  null,
  "VXUS",
  "VBR",
  "VTV",
  "V",
  "WMT",
  "WFC",
  null,
  "WTW",
  null,
  "SCHF",
  null,
  "KEY",
  "INFY",
  "CRM",
  "MCK",
  "FDX",
  "KMB",
  "AZO",
  "BRK-B",
  "BBY",
  "MVF",
  "CB",
  "CSCO",
  "COST",
  "DELL",
  "DE",
  null,
  null,
  "DFS",
  null,
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "NFLX",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-18
Total Holdings: 149
Total Value: 122846198
Accession Number: 0001085146-25-002203
Form Type: 13F-HR
CIK: seed-wealth-management
Manager Name: Seed-Wealth-Management

Data Enrichment

72% identified

108 identified41 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

149 positions • $122.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Broadcom Inc.

AVGO|11135F101

Shares:8.4K

Value:$1.4M

% of Portfolio:1.1% ($1.4M/$122.8M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:16.0K

Value:$1.4M

% of Portfolio:1.1% ($1.4M/$122.8M)

BlackRock Municipal 2030 Target Term Trust

BTT|09257P105

Shares:62.7K

Value:$1.3M

% of Portfolio:1.1% ($1.3M/$122.8M)

808524409

Shares:46.0K

Value:$1.2M

% of Portfolio:1.0% ($1.2M/$122.8M)

72201R627

Shares:23.8K

Value:$1.2M

% of Portfolio:1.0% ($1.2M/$122.8M)

808524748

Shares:32.1K

Value:$1.2M

% of Portfolio:0.9% ($1.2M/$122.8M)

025072703

AVDE|025072703

Shares:16.7K

Value:$1.1M

% of Portfolio:0.9% ($1.1M/$122.8M)

921935607

Shares:8.0K

Value:$1.0M

% of Portfolio:0.8% ($1.0M/$122.8M)

MCKESSON CORP

MCK|58155Q103

Shares:1.5K

Value:$992.0K

% of Portfolio:0.8% ($992.0K/$122.8M)

Salesforce, Inc.

CRM|79466L302

Shares:3.7K

Value:$988.9K

% of Portfolio:0.8% ($988.9K/$122.8M)

NOVO NORDISK A S

NVO|670100205

Shares:14.0K

Value:$974.2K

% of Portfolio:0.8% ($974.2K/$122.8M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:3.4K

Value:$972.7K

% of Portfolio:0.8% ($972.7K/$122.8M)

92189F353

Shares:48.2K

Value:$947.1K

% of Portfolio:0.8% ($947.1K/$122.8M)

Alphabet Inc.

GOOG|02079K107

Shares:5.9K

Value:$924.9K

% of Portfolio:0.8% ($924.9K/$122.8M)

Meta Platforms, Inc.

META|30303M102

Shares:1.6K

Value:$922.2K

% of Portfolio:0.8% ($922.2K/$122.8M)

47103U845

Shares:18.1K

Value:$918.1K

% of Portfolio:0.7% ($918.1K/$122.8M)

464288588

Shares:9.4K

Value:$883.4K

% of Portfolio:0.7% ($883.4K/$122.8M)

37960A438

Shares:8.8K

Value:$880.9K

% of Portfolio:0.7% ($880.9K/$122.8M)

Dell Technologies Inc.

DELL|24703L202

Shares:9.2K

Value:$836.3K

% of Portfolio:0.7% ($836.3K/$122.8M)

HOME DEPOT, INC.

HD|437076102

Shares:2.2K

Value:$818.4K

% of Portfolio:0.7% ($818.4K/$122.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Broadcom Inc.(AVGOcusip11135F101)	8.4K	QoQ 0.00% (-0) YoY +908.42% (+7.5K)	All Managers (Combined)	$1.4M	1.1% ($1.4M/$122.8M)	QoQ -27.78% (-$539.8K) YoY +25.04% (+$281.0K)
Palantir Technologies Inc.(PLTRcusip69608A108)	16.0K	QoQ -5.08% (-860) YoY -13.29% (-2.5K)	All Managers (Combined)	$1.4M	1.1% ($1.4M/$122.8M)	QoQ +5.91% (-$75.6K) YoY +220.10% (-$930.9K)
BlackRock Municipal 2030 Target Term Trust(BTTcusip09257P105)	62.7K	QoQ 0.00% (+0) YoY +232.37% (+43.9K)	All Managers (Combined)	$1.3M	1.1% ($1.3M/$122.8M)	QoQ +3.10% (+$40.1K) YoY +238.27% (+$937.9K)
(cusip808524409)✕	46.0K	QoQ 0.00% (+0) YoY +193.31% (+30.4K)	All Managers (Combined)	$1.2M	1.0% ($1.2M/$122.8M)	QoQ +1.95% (+$23.5K) YoY +3.17% (+$37.7K)
(cusip72201R627)✕	23.8K	QoQ -1.49% (-360) YoY NEW(+23.8K)	All Managers (Combined)	$1.2M	1.0% ($1.2M/$122.8M)	QoQ -2.87% (-$35.4K) YoY NEW(+$1.2M)
(cusip808524748)✕	32.1K	QoQ 0.00% (+0) YoY -0.31% (-100)	All Managers (Combined)	$1.2M	0.9% ($1.2M/$122.8M)	QoQ +6.03% (+$66.1K) YoY +1.99% (-$22.8K)
(AVDEcusip025072703)	16.7K	QoQ +1.06% (+175) YoY -19.55% (-4.0K)	All Managers (Combined)	$1.1M	0.9% ($1.1M/$122.8M)	QoQ +9.13% (+$92.4K) YoY -15.98% (-$210.2K)
(cusip921935607)✕	8.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.0M	0.8% ($1.0M/$122.8M)	QoQ -3.27% (-$33.9K) YoY -0.24% (-$2.5K)
MCKESSON CORP(MCKcusip58155Q103)	1.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$992.0K	0.8% ($992.0K/$122.8M)	QoQ +18.08% (+$151.9K) YoY +25.44% (+$201.2K)
Salesforce, Inc.(CRMcusip79466L302)	3.7K	QoQ 0.00% (-0) YoY -0.13% (-5)	All Managers (Combined)	$988.9K	0.8% ($988.9K/$122.8M)	QoQ -19.73% (-$243.1K) YoY -11.33% (-$126.4K)
NOVO NORDISK A S(NVOcusip670100205)	14.0K	QoQ +18.99% (-2.2K) YoY +18.99% (-2.2K)	All Managers (Combined)	$974.2K	0.8% ($974.2K/$122.8M)	QoQ -3.93% (-$39.9K) YoY -35.21% (-$529.6K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	3.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$972.7K	0.8% ($972.7K/$122.8M)	QoQ +18.11% (+$149.2K) YoY +34.79% (+$251.1K)
(cusip92189F353)✕	48.2K	QoQ -0.81% (-395) YoY -10.56% (-5.7K)	All Managers (Combined)	$947.1K	0.8% ($947.1K/$122.8M)	QoQ +0.10% (-$985) YoY -6.37% (-$64.5K)
Alphabet Inc.(GOOGcusip02079K107)	5.9K	QoQ 0.00% (-0) YoY +4.59% (+260)	All Managers (Combined)	$924.9K	0.8% ($924.9K/$122.8M)	QoQ -17.96% (-$202.5K) YoY +4.41% (+$39.1K)
Meta Platforms, Inc.(METAcusip30303M102)	1.6K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$922.2K	0.8% ($922.2K/$122.8M)	QoQ -1.56% (-$14.6K) YoY +17.30% (+$136.0K)
(cusip47103U845)✕	18.1K	QoQ +1.11% (+200) YoY -14.21% (-3.0K)	All Managers (Combined)	$918.1K	0.7% ($918.1K/$122.8M)	QoQ +1.11% (+$10.1K) YoY -13.84% (-$147.5K)
(cusip464288588)✕	9.4K	QoQ 0.00% (+0) YoY NEW(+9.4K)	All Managers (Combined)	$883.4K	0.7% ($883.4K/$122.8M)	QoQ +2.29% (+$19.8K) YoY NEW(+$883.4K)
(cusip37960A438)✕	8.8K	QoQ NEW(+8.8K) YoY NEW(+8.8K)	All Managers (Combined)	$880.9K	0.7% ($880.9K/$122.8M)	QoQ NEW(+$880.9K) YoY NEW(+$880.9K)
Dell Technologies Inc.(DELLcusip24703L202)	9.2K	QoQ 0.00% (-0) YoY -21.41% (-2.5K)	All Managers (Combined)	$836.3K	0.7% ($836.3K/$122.8M)	QoQ -20.90% (-$221.0K) YoY -40.12% (-$560.5K)
HOME DEPOT, INC.(HDcusip437076102)	2.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$818.4K	0.7% ($818.4K/$122.8M)	QoQ -5.78% (-$50.2K) YoY -0.41% (-$3.4K)