Fund HoldingsSEAVIEW INVESTMENT MANAGERS LLC

Total Portfolio Value
$332.26M
Total Bought
$74.18M
Total Sold
$68.62M
Net Transaction
+$5.56M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
SALESFORCE INC(CRM)038,372+38,37209,8652.97%+9,865
REPUBLIC SVCS INC(RSG)048,915+48,91509,5062.86%+9,506
ELI LILLY & CO(LLY)010,487+10,48709,4952.86%+9,495
COSTCO WHSL CORP NEW(COST)010,859+10,85909,2302.78%+9,230
SPDR GOLD TR(GLD)6,51223,528+17,0161,3405,0591.52%+3,719
ISHARES TR
HDG MSCI EAFE
199,713267,865+68,1526,9669,5242.87%+2,558
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
026,506+26,50602,5320.76%+2,532
FIRST TR EXCHANGE-TRADED FD
RBA INDL ETF
035,520+35,52002,4260.73%+2,426
ADOBE INC(ADBE)14,99117,910+2,9197,5649,9502.99%+2,385
UNITEDHEALTH GROUP INC(UNH)15,62219,275+3,6537,7289,8162.95%+2,088
WALMART INC(WMT)123,697139,407+15,7107,4439,4392.84%+1,996
APPLE INC(AAPL)49,29449,176-1188,45310,3573.12%+1,904
STRYKER CORPORATION(SYK)21,75127,355+5,6047,7849,3082.80%+1,524
ORACLE CORP(ORCL)65,32468,628+3,3048,2059,6902.92%+1,485
EXXON MOBIL CORP68,18781,700+13,5137,9269,4052.83%+1,479
CONOCOPHILLIPS(COP)64,55482,201+17,6478,2169,4022.83%+1,186
INVESCO QQQ TR31,36831,512+14413,92815,0984.54%+1,170
ALPHABET INC(GOOG)61,28256,788-4,4949,24910,3443.11%+1,095
SIMPLIFY EXCHANGE TRADED FUN
ENHANCED INM ETF
038,998+38,99809480.29%+948
NOVARTIS AG(NVS)88,91288,425-4878,6009,4142.83%+813
BERKSHIRE HATHAWAY INC DEL21,58323,657+2,0749,0769,6242.90%+548
COLGATE PALMOLIVE CO(CL)04,381+4,38104250.13%+425
ISHARES TR
0-5YR HI YL CP
06,618+6,61802790.08%+279
SUPER MICRO COMPUTER INC(SMCI)0332+33202720.08%+272
VANECK ETF TRUST
BDC INCOME ETF
013,794+13,79402360.07%+236
SPDR SER TR
ST STR SP BIOT
24,02227,086+3,0642,2792,5110.76%+232
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
04,123+4,12302290.07%+229
LEGG MASON ETF INVT
FRANKLIN INTL LW
07,391+7,39102190.07%+219
INVESCO EXCH TRD SLF IDX FD09,470+9,47002170.07%+217
ISHARES SILVER TR(SLV)08,038+8,03802140.06%+214
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
8,05211,198+3,1464666350.19%+169
SPROTT PHYSICAL GOLD TR(PHYS)97,617101,117+3,5001,6891,8260.55%+137
SOUTHERN COPPER CORP(SCCO)2,0763,238+1,1622213490.10%+128
WHEATON PRECIOUS METALS CORP(WPM)21,63121,732+1011,0191,1390.34%+120
SPROTT PHYSICAL SILVER TR(PSLV)68,52768,52705686800.20%+112
ISHARES TR77,61882,234+4,6164,7154,8121.45%+98
JANUS DETROIT STR TR
HENDRSON AAA CL
5,7847,450+1,6662933790.11%+86
GLOBAL X FDS
NASDAQ 100 COVER
11,36415,602+4,2382042760.08%+72
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
4,4135,946+1,5332042720.08%+68
PAN AMERN SILVER CORP(PAAS)13,77813,828+502082750.08%+67
MICRON TECHNOLOGY INC(MU)2,4912,558+672943360.10%+43
SOLIDION TECHNOLOGY INC064,200+64,2000350.01%+35
AGNICO EAGLE MINES LTD(AEM)4,5264,549+232702980.09%+28
CLEANSPARK INC(CLSK)10,00015,000+5,0002122390.07%+27
SPROTT PHYSICAL PLAT PALLAD41,16743,167+2,0003974220.13%+24
SELECT SECTOR SPDR TR
ST STR REAL ETF
6,2697,063+7942482710.08%+23
MAG SILVER CORP17,00017,00001801980.06%+19
ALIBABA GROUP HLDG LTD(BABA)4,9875,234+2473613770.11%+16
FIRST MAJESTIC SILVER CORP(AG)22,10824,118+2,0101301430.04%+13
ISHARES TR
MORTGE REL ETF
10,56611,557+9912462560.08%+11
ISHARES TR14,57014,788+2183363390.10%+3
ISHARES U S ETF TR
SHOR MAT MUN ETF
4,5894,58902302300.07%0
VANGUARD STAR FDS3,8223,82202302300.07%0
ISHARES GOLD TR(IAU)5,1334,905-2282162150.06%-0
POLAR PWR INC16,00016,0000960.00%-2
BANCO SANTANDER S.A.(SAN)19,26519,265093890.03%-4
SPDR DOW JONES INDL AVERAGE(DIA)0893+89303490.11%+349
VANECK ETF TRUST
MRNGSTR WDE MOAT
2,8352,765-702552390.07%-15
PEPSICO INC(PEP)1,6141,61402822660.08%-16
MARRIOTT INTL INC NEW(MAR)1,0451,008-372642440.07%-20
NUTRIEN LTD(NTR)5,9005,90003213000.09%-21
CITIGROUP INC(C)5,1894,812-3773283050.09%-23
GLOBAL X FDS
ARTIFICIAL ETF
74,66270,403-4,2592,5362,5080.75%-27
ATAI LIFE SCIENCES NV49,92249,922098660.02%-32
OCCIDENTAL PETE CORP(OXY)4,9474,459-4883212810.08%-40
MOSAIC CO NEW(MOS)11,60011,60003773350.10%-41
NETFLIX INC(NFLX)413303-1102512040.06%-46
BARRICK GOLD CORP19,17316,012-3,1613192670.08%-52
CF INDS HLDGS INC(CF)6,4106,412+25334750.14%-58
NIKOLA CORP68,3330-68,333710-71
LITHIUM AMERICAS ARGENTINA C28,70020,429-8,271155650.02%-89
MICROSOFT CORP(MSFT)24,08522,414-1,67110,13310,0183.02%-115
LITHIUM AMERS CORP NEW(LAC)26,60015,000-11,600179400.01%-139
DEERE & CO(DE)000000
COINBASE GLOBAL INC(COIN)2,0251,455-5705373230.10%-214
GLOBAL X FDS
US INFR DEV ETF
67,99866,939-1,0592,7072,4780.75%-229
VANECK ETF TRUST
SEMICONDUCTR ETF
11,9329,409-2,5232,6852,4530.74%-232
MARATHON PETE CORP(MPC)000000
PETROLEO BRASILEIRO SA PETRO(PBR)16,9680-16,9682580-258
TESLA INC(TSLA)000000
PAYPAL HLDGS INC(PYPL)3,9850-3,9852670-267
INDIE SEMICONDUCTOR INC38,6000-38,6002730-273
CRISPR THERAPEUTICS AG(CRSP)4,4000-4,4003000-300
JPMORGAN CHASE & CO.(JPM)50,37448,223-2,15110,0909,7542.94%-336
MERCK & CO INC(MRK)70,29272,121+1,8299,2758,9292.69%-346
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,7000-1,7003540-354
ASML HOLDING N V
N Y REGISTRY SHS
4270-4274140-414
AMAZON COM INC(AMZN)62,08955,597-6,49211,20010,7443.23%-455
SPDR SER TR
ST TERM HIGH ETF
31,45711,123-20,3347932780.08%-516
SPDR S&P 500 ETF TR(SPY)029,144+29,144015,8614.77%+15,861
ISHARES TR6,7800-6,7807470-747
ISHARES TR11,3002,800-8,5001,0132480.07%-766
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
62,03545,420-16,6153,4982,5630.77%-936
AMERICAN EXPRESS CO(AXP)46,72041,472-5,24810,6389,6032.89%-1,035
STARBUCKS CORP(SBUX)000000
ISHARES TR29,43718,538-10,8993,9762,7900.84%-1,186
ISHARES TR64,80344,838-19,9653,7972,5130.76%-1,284
GLOBAL X FDS
RBTCS ARTFL INTE
121,38080,454-40,9263,8612,4820.75%-1,379
BROADCOM INC(AVGO)8,3956,054-2,34111,1279,7202.93%-1,407
DISNEY WALT CO(DIS)88,74693,166+4,42010,8599,2502.78%-1,608
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