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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37954Y376

Shares:33.4K

Value:$790.8K

% of Portfolio:0.6% ($790.8K/$122.8M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:4.6K

Value:$756.6K

% of Portfolio:0.6% ($756.6K/$122.8M)

DEERE & CO

DE|244199105

Shares:1.6K

Value:$756.1K

% of Portfolio:0.6% ($756.1K/$122.8M)

ORACLE CORP

ORCL|68389X105

Shares:5.3K

Value:$741.3K

% of Portfolio:0.6% ($741.3K/$122.8M)

MCDONALDS CORP

MCD|580135101

Shares:2.3K

Value:$728.4K

% of Portfolio:0.6% ($728.4K/$122.8M)

Walmart Inc.

WMT|931142103

Shares:8.2K

Value:$719.0K

% of Portfolio:0.6% ($719.0K/$122.8M)

ICICI BANK LTD

IBN|45104G104

Shares:22.2K

Value:$699.6K

% of Portfolio:0.6% ($699.6K/$122.8M)

025072604

AVEM|025072604

Shares:11.6K

Value:$696.8K

% of Portfolio:0.6% ($696.8K/$122.8M)

35473P595

Shares:28.3K

Value:$680.1K

% of Portfolio:0.6% ($680.1K/$122.8M)

808524805

SCHF|808524805

Shares:33.9K

Value:$671.3K

% of Portfolio:0.5% ($671.3K/$122.8M)

EXXON MOBIL CORP

XOM|30231G102

Shares:5.6K

Value:$667.6K

% of Portfolio:0.5% ($667.6K/$122.8M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:10.8K

Value:$666.0K

% of Portfolio:0.5% ($666.0K/$122.8M)

Sony Group Corp

SONY|835699307

Shares:26.1K

Value:$662.0K

% of Portfolio:0.5% ($662.0K/$122.8M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:3.7K

Value:$617.3K

% of Portfolio:0.5% ($617.3K/$122.8M)

STRYKER CORP

SYK|863667101

Shares:1.6K

Value:$614.2K

% of Portfolio:0.5% ($614.2K/$122.8M)

46434V100

Shares:12.1K

Value:$605.9K

% of Portfolio:0.5% ($605.9K/$122.8M)

VISA INC.

V|92826C839

Shares:1.7K

Value:$586.7K

% of Portfolio:0.5% ($586.7K/$122.8M)

78464A300

Shares:7.5K

Value:$586.4K

% of Portfolio:0.5% ($586.4K/$122.8M)

Shell plc

SHEL|780259305

Shares:7.8K

Value:$569.0K

% of Portfolio:0.5% ($569.0K/$122.8M)

TAKE TWO INTERACTIVE SOFTWARE INC

TTWO|874054109

Shares:2.6K

Value:$536.8K

% of Portfolio:0.4% ($536.8K/$122.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip37954Y376)✕	33.4K	QoQ -32.98% (-16.4K) YoY -43.40% (-25.6K)	All Managers (Combined)	$790.8K	0.6% ($790.8K/$122.8M)	QoQ -32.73% (-$384.8K) YoY -43.44% (-$607.6K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	4.6K	QoQ 0.00% (-0) YoY +1.26% (+57)	All Managers (Combined)	$756.6K	0.6% ($756.6K/$122.8M)	QoQ -15.94% (-$143.5K) YoY +18.80% (+$119.8K)
DEERE & CO(DEcusip244199105)	1.6K	QoQ 0.00% (+0) YoY +6.61% (+100)	All Managers (Combined)	$756.1K	0.6% ($756.1K/$122.8M)	QoQ +10.77% (+$73.5K) YoY +23.82% (+$145.5K)
ORACLE CORP(ORCLcusip68389X105)	5.3K	QoQ 0.00% (-0) YoY +4.74% (+240)	All Managers (Combined)	$741.3K	0.6% ($741.3K/$122.8M)	QoQ -16.10% (-$142.3K) YoY +16.70% (+$106.1K)
MCDONALDS CORP(MCDcusip580135101)	2.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$728.4K	0.6% ($728.4K/$122.8M)	QoQ +7.75% (+$52.4K) YoY +11.47% (+$75.0K)
Walmart Inc.(WMTcusip931142103)	8.2K	QoQ 0.00% (-0) YoY +12.34% (+900)	All Managers (Combined)	$719.0K	0.6% ($719.0K/$122.8M)	QoQ -2.83% (-$21.0K) YoY +64.38% (+$281.6K)
ICICI BANK LTD(IBNcusip45104G104)	22.2K	QoQ 0.00% (+0) YoY +7.14% (+1.5K)	All Managers (Combined)	$699.6K	0.6% ($699.6K/$122.8M)	QoQ +5.55% (+$36.8K) YoY +30.09% (+$161.8K)
(AVEMcusip025072604)	11.6K	QoQ +11.56% (+1.2K) YoY -8.16% (-1.0K)	All Managers (Combined)	$696.8K	0.6% ($696.8K/$122.8M)	QoQ +14.17% (+$86.5K) YoY -5.07% (-$37.3K)
(cusip35473P595)✕	28.3K	QoQ -61.63% (-45.4K) YoY -62.68% (-47.5K)	All Managers (Combined)	$680.1K	0.6% ($680.1K/$122.8M)	QoQ -61.94% (-$1.1M) YoY -63.11% (-$1.2M)
(SCHFcusip808524805)	33.9K	QoQ 0.00% (+0) YoY +135.66% (+19.5K)	All Managers (Combined)	$671.3K	0.5% ($671.3K/$122.8M)	QoQ +6.91% (+$43.4K) YoY +19.95% (+$111.7K)
EXXON MOBIL CORP(XOMcusip30231G102)	5.6K	QoQ 0.00% (+0) YoY +16.11% (+779)	All Managers (Combined)	$667.6K	0.5% ($667.6K/$122.8M)	QoQ +10.56% (+$63.8K) YoY +18.04% (+$102.0K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	10.8K	QoQ 0.00% (+0) YoY +1.00% (+107)	All Managers (Combined)	$666.0K	0.5% ($666.0K/$122.8M)	QoQ +4.23% (+$27.1K) YoY +24.55% (+$131.3K)
Sony Group Corp(SONYcusip835699307)	26.1K	QoQ 0.00% (+0) YoY +460.15% (+21.4K)	All Managers (Combined)	$662.0K	0.5% ($662.0K/$122.8M)	QoQ +19.99% (+$110.3K) YoY +65.04% (+$260.9K)
JOHNSON & JOHNSON(JNJcusip478160104)	3.7K	QoQ 0.00% (+0) YoY +5.67% (+200)	All Managers (Combined)	$617.3K	0.5% ($617.3K/$122.8M)	QoQ +14.67% (+$79.0K) YoY +11.07% (+$61.6K)
STRYKER CORP(SYKcusip863667101)	1.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$614.2K	0.5% ($614.2K/$122.8M)	QoQ +3.38% (+$20.1K) YoY +4.95% (+$29.0K)
(cusip46434V100)✕	12.1K	QoQ -1.71% (-210) YoY NEW(+12.1K)	All Managers (Combined)	$605.9K	0.5% ($605.9K/$122.8M)	QoQ -0.64% (-$3.9K) YoY NEW(+$605.9K)
VISA INC.(Vcusip92826C839)	1.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$586.7K	0.5% ($586.7K/$122.8M)	QoQ +10.89% (+$57.6K) YoY +25.93% (+$120.8K)
(cusip78464A300)✕	7.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$586.4K	0.5% ($586.4K/$122.8M)	QoQ -10.14% (-$66.2K) YoY -4.17% (-$25.6K)
Shell plc(SHELcusip780259305)	7.8K	QoQ 0.00% (+0) YoY +4.01% (+300)	All Managers (Combined)	$569.0K	0.5% ($569.0K/$122.8M)	QoQ +16.96% (+$82.5K) YoY +12.22% (+$62.0K)
TAKE TWO INTERACTIVE SOFTWARE INC(TTWOcusip874054109)	2.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$536.8K	0.4% ($536.8K/$122.8M)	QoQ +12.58% (+$60.0K) YoY +38.16% (+$148.3K)