Fund HoldingsSEAVIEW INVESTMENT MANAGERS LLC

Total Portfolio Value
$332.17M
Total Bought
$84.13M
Total Sold
$94.14M
Net Transaction
-$10.01M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
NOVARTIS AG(NVS)088,912+88,91208,6002.59%+8,600
CONOCOPHILLIPS(COP)064,554+64,55408,2162.47%+8,216
ORACLE CORP(ORCL)065,324+65,32408,2052.47%+8,205
STRYKER CORPORATION(SYK)021,751+21,75107,7842.34%+7,784
WALMART INC(WMT)0123,697+123,69707,4432.24%+7,443
SPDR SER TR
ST STR P500VAL
0139,297+139,29706,9792.10%+6,979
NVIDIA CORPORATION(NVDA)19,80418,082-1,7229,80716,3384.92%+6,531
GLOBAL X FDS
RBTCS ARTFL INTE
0121,380+121,38003,8611.16%+3,861
ISHARES TR
HDG MSCI EAFE
124,360199,713+75,3533,9196,9662.10%+3,047
META PLATFORMS INC(META)25,11724,138-9798,89011,7213.53%+2,831
DISNEY WALT CO(DIS)90,02288,746-1,2768,12810,8593.27%+2,731
SPDR SER TR
ST STR SP BIOT
024,022+24,02202,2790.69%+2,279
CATERPILLAR INC(CAT)26,34527,043+6987,7899,9092.98%+2,120
NOVO-NORDISK A S(NVO)64,89067,887+2,9976,7138,7172.62%+2,004
AMAZON COM INC(AMZN)60,70062,089+1,3899,22311,2003.37%+1,977
AMERICAN EXPRESS CO(AXP)46,92646,720-2068,79110,6383.20%+1,847
MERCK & CO INC(MRK)68,41570,292+1,8777,4599,2752.79%+1,816
INVESCO QQQ TR29,83031,368+1,53812,21613,9284.19%+1,712
JPMORGAN CHASE & CO(JPM)49,59950,374+7758,43710,0903.04%+1,653
BERKSHIRE HATHAWAY INC DEL20,93121,583+6527,4659,0762.73%+1,611
EXXON MOBIL CORP068,187+68,18707,9262.39%+7,926
BROADCOM INC(AVGO)8,5798,395-1849,57611,1273.35%+1,551
ISHARES TR029,437+29,43703,9761.20%+3,976
ISHARES TR43,76164,803+21,0422,3623,7971.14%+1,435
MICROSOFT CORP(MSFT)23,60524,085+4808,87610,1333.05%+1,257
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
44,82662,035+17,2092,4133,4981.05%+1,085
ALPHABET INC(GOOG)58,90661,282+2,3768,2299,2492.78%+1,021
D R HORTON INC(DHI)63,62064,178+5589,66910,5603.18%+892
ISHARES TR06,780+6,78007470.22%+747
ISHARES TR14,47577,618+63,1434,0124,7151.42%+703
SHELL PLC(SHEL)119,769127,489+7,7207,8818,5472.57%+666
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
08,052+8,05204660.14%+466
VANECK ETF TRUST
SEMICONDUCTR ETF
13,15111,932-1,2192,3002,6850.81%+385
GLOBAL X FDS
US INFR DEV ETF
68,24567,998-2472,3522,7070.81%+355
ISHARES TR014,570+14,57003360.10%+336
GLOBAL X FDS
ARTIFICIAL ETF
73,10774,662+1,5552,2792,5360.76%+256
ISHARES U S ETF TR
SHOR MAT MUN ETF
04,589+4,58902300.07%+230
SOUTHERN COPPER CORP(SCCO)02,076+2,07602210.07%+221
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
04,413+4,41302040.06%+204
GLOBAL X FDS
NASDAQ 100 COVER
011,364+11,36402040.06%+204
SPROTT PHYSICAL GOLD TR(PHYS)98,20097,617-5831,5641,6890.51%+124
COINBASE GLOBAL INC(COIN)2,5752,025-5504485370.16%+89
ASML HOLDING N V
N Y REGISTRY SHS
430427-33254140.12%+89
SPROTT PHYSICAL SILVER TR(PSLV)60,83368,527+7,6944925680.17%+77
MICRON TECHNOLOGY INC(MU)2,6092,491-1182232940.09%+71
SPDR GOLD TR(GLD)6,6516,512-1391,2711,3400.40%+68
SPROTT PHYSICAL PLAT PALLAD33,00041,167+8,1673333970.12%+64
MARRIOTT INTL INC NEW(MAR)9901,045+552232640.08%+40
NETFLIX INC(NFLX)456413-432222510.08%+29
ATAI LIFE SCIENCES NV49,92249,922070980.03%+28
CRISPR THERAPEUTICS AG(CRSP)4,4004,40002753000.09%+24
JANUS DETROIT STR TR
HENDRSON AAA CL
5,3545,784+4302692930.09%+24
CITIGROUP INC(C)5,9515,189-7623063280.10%+22
PEPSICO INC(PEP)1,5551,614+592642820.09%+18
AGNICO EAGLE MINES LTD(AEM)4,5944,526-682522700.08%+18
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,7501,700-503373540.11%+17
SPDR SER TR
ST TERM HIGH ETF
30,87631,457+5817767930.24%+17
ISHARES GOLD TR(IAU)5,1335,13302002160.06%+15
BANCO SANTANDER S.A.(SAN)19,26519,265080930.03%+13
NIKOLA CORP68,33368,333060710.02%+11
VANECK ETF TRUST
MRNGSTR WDE MOAT
02,835+2,83502550.08%+255
VANGUARD STAR FDS3,8223,82202222300.07%+9
LITHIUM AMERS CORP NEW(LAC)26,60026,60001701790.05%+9
PAYPAL HLDGS INC(PYPL)4,2513,985-2662612670.08%+6
POLAR PWR INC16,00016,0000790.00%+2
MAG SILVER CORP17,10017,000-1001781800.05%+2
FIRST MAJESTIC SILVER CORP(AG)22,09222,108+161361300.04%-6
PAN AMERN SILVER CORP(PAAS)13,35013,778+4282182080.06%-10
OCCIDENTAL PETE CORP(OXY)5,5874,947-6403343210.10%-12
NUTRIEN LTD(NTR)5,9005,90003343210.10%-13
LITHIUM AMERICAS ARGENTINA C26,60028,700+2,1001681550.05%-13
ISHARES TR11,61011,300-3101,0341,0130.31%-21
BARRICK GOLD CORP19,15519,173+183473190.10%-27
PETROLEO BRASILEIRO SA PETRO(PBR)18,19216,968-1,2242912580.08%-32
MOSAIC CO NEW(MOS)11,60011,60004143770.11%-38
INDIE SEMICONDUCTOR INC38,60038,60003132730.08%-40
WHEATON PRECIOUS METALS CORP(WPM)21,63121,63101,0671,0190.31%-48
ALIBABA GROUP HLDG LTD(BABA)5,4164,987-4294203610.11%-59
CLEANSPARK INC(CLSK)25,00010,000-15,0002762120.06%-64
ISHARES TR
MORTGE REL ETF
13,30810,566-2,7423142460.07%-68
SELECT SECTOR SPDR TR
ST STR REAL ETF
7,9876,269-1,7183202480.07%-72
UNITEDHEALTH GROUP INC(UNH)14,86715,622+7557,8277,7282.33%-99
PROSHARES TR II12,4950-12,4951050-105
CF INDS HLDGS INC(CF)8,4576,410-2,0476725330.16%-139
WESTERN DIGITAL CORP.(WDC)0001390-139
QUALCOMM INC(QCOM)1,4820-1,4822140-214
BHP GROUP LTD3,2040-3,2042190-219
VIRGIN GALACTIC HOLDINGS INC101,8200-101,8202490-249
NU HLDGS LTD(NU)36,7400-36,7403060-306
ALPHABET INC(GOOG)2,2620-2,2623190-319
BENTLEY SYS INC(BSY)8,0000-8,0004170-417
UNDER ARMOUR INC(UA)53,0000-53,0004660-466
APPLE INC(AAPL)47,74249,294+1,5529,1928,4532.54%-739
SPROTT PHYSICAL GOLD & SILVE(CEF)44,0820-44,0828440-844
ADOBE INC(ADBE)14,14614,991+8458,4407,5642.28%-875
ISHARES TR11,7810-11,7811,1650-1,165
GLOBAL X FDS
AUTONMOUS EV ETF
89,4620-89,4622,2070-2,207
FIRST TR EXCHANGE TRADED FD
WTR ETF
24,2260-24,2262,2970-2,297
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
22,2760-22,2762,3330-2,333
ISHARES TR24,4380-24,4382,4860-2,486
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