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

Page 8 of 8

Sort by:

HSBC HOLDINGS PLC

HSBC|404280406

Shares:3.6K

Value:$208.5K

% of Portfolio:0.2% ($208.5K/$122.8M)

INTERNATIONAL PAPER CO /NEW/

IP|460146103

Shares:3.9K

Value:$205.7K

% of Portfolio:0.2% ($205.7K/$122.8M)

Nutrien Ltd.

NTR|67077M108

Shares:4.1K

Value:$204.4K

% of Portfolio:0.2% ($204.4K/$122.8M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:1.6K

Value:$200.1K

% of Portfolio:0.2% ($200.1K/$122.8M)

WESTERN ASSET EMERGING MARKETS DEBT FUND INC.

EMD|95766A101

Shares:19.6K

Value:$194.3K

% of Portfolio:0.2% ($194.3K/$122.8M)

Nuveen AMT-Free Quality Municipal Income Fund

NEA|670657105

Shares:14.5K

Value:$162.4K

% of Portfolio:0.1% ($162.4K/$122.8M)

Ready Capital Corp

RC|75574U101

Shares:24.8K

Value:$126.2K

% of Portfolio:0.1% ($126.2K/$122.8M)

BLACKROCK MUNIVEST FUND, INC.

MVF|09253R105

Shares:16.5K

Value:$115.9K

% of Portfolio:0.1% ($115.9K/$122.8M)

JAPAN SMALLER CAPITALIZATION FUND INC

JOF|47109U104

Shares:12.4K

Value:$104.0K

% of Portfolio:0.1% ($104.0K/$122.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
HSBC HOLDINGS PLC(HSBCcusip404280406)	3.6K	QoQ NEW(+3.6K) YoY NEW(+3.6K)	All Managers (Combined)	$208.5K	0.2% ($208.5K/$122.8M)	QoQ NEW(+$208.5K) YoY NEW(+$208.5K)
INTERNATIONAL PAPER CO /NEW/(IPcusip460146103)	3.9K	QoQ 0.00% (-0) YoY NEW(+3.9K)	All Managers (Combined)	$205.7K	0.2% ($205.7K/$122.8M)	QoQ -0.87% (-$1.8K) YoY NEW(+$205.7K)
Nutrien Ltd.(NTRcusip67077M108)	4.1K	QoQ NEW(+4.1K) YoY +8.57% (-325)	All Managers (Combined)	$204.4K	0.2% ($204.4K/$122.8M)	QoQ NEW(+$204.4K) YoY -1.69% (-$3.5K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$200.1K	0.2% ($200.1K/$122.8M)	QoQ NEW(+$200.1K) YoY NEW(+$200.1K)
WESTERN ASSET EMERGING MARKETS DEBT FUND INC.(EMDcusip95766A101)	19.6K	QoQ 0.00% (+0) YoY -1.25% (-250)	All Managers (Combined)	$194.3K	0.2% ($194.3K/$122.8M)	QoQ +2.80% (+$5.3K) YoY +1.72% (-$3.3K)
Nuveen AMT-Free Quality Municipal Income Fund(NEAcusip670657105)	14.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$162.4K	0.1% ($162.4K/$122.8M)	QoQ -0.70% (-$1.2K) YoY +2.18% (+$3.5K)
Ready Capital Corp(RCcusip75574U101)	24.8K	QoQ 0.00% (-0) YoY NEW(+24.8K)	All Managers (Combined)	$126.2K	0.1% ($126.2K/$122.8M)	QoQ -25.36% (-$42.9K) YoY NEW(+$126.2K)
BLACKROCK MUNIVEST FUND, INC.(MVFcusip09253R105)	16.5K	QoQ -6.46% (-1.1K) YoY -20.48% (-4.3K)	All Managers (Combined)	$115.9K	0.1% ($115.9K/$122.8M)	QoQ -6.86% (-$8.6K) YoY -19.91% (-$28.8K)
JAPAN SMALLER CAPITALIZATION FUND INC(JOFcusip47109U104)	12.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$104.0K	0.1% ($104.0K/$122.8M)	QoQ +9.38% (+$8.9K) YoY +6.61% (+$6.5K)