Fund HoldingsSEAVIEW INVESTMENT MANAGERS LLC

Total Portfolio Value
$299.56M
Total Bought
$82.75M
Total Sold
$88.78M
Net Transaction
-$6.04M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
NVIDIA CORPORATION(NVDA)2,87720,389+17,5121,2178,8692.96%+7,652
JPMORGAN CHASE & CO(JPM)051,887+51,88707,5252.51%+7,525
EXXON MOBIL CORP063,101+63,10107,4192.48%+7,419
CATERPILLAR INC(CAT)026,799+26,79907,3162.44%+7,316
JOHNSON & JOHNSON(JNJ)046,534+46,53407,2482.42%+7,248
D R HORTON INC(DHI)066,066+66,06607,1002.37%+7,100
SPDR DOW JONES INDL AVERAGE(DIA)018,855+18,85506,3152.11%+6,315
INVESCO QQQ TR1,91812,751+10,8337094,5681.52%+3,860
ISHARES TR
HDG MSCI EAFE
0114,964+114,96403,4601.16%+3,460
TESLA INC(TSLA)15,97830,113+14,1354,1837,5352.52%+3,352
SPDR S&P 500 ETF TR(SPY)30,92038,904+7,98413,70616,6305.55%+2,924
CINEMARK HLDGS INC(CNK)1,200,0001,200,000019,80022,0207.35%+2,220
FIRST TR EXCHANGE TRADED FD
WTR ETF
023,645+23,64501,9570.65%+1,957
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
044,206+44,20601,9130.64%+1,913
VANGUARD ADMIRAL FDS INC012,342+12,34201,8350.61%+1,835
UNITEDHEALTH GROUP INC(UNH)13,01415,795+2,7816,2557,9642.66%+1,709
ISHARES TR05,858+5,85801,4610.49%+1,461
CISCO SYS INC(CSCO)117,674137,049+19,3756,0887,3682.46%+1,279
MARATHON PETE CORP(MPC)56,62051,529-5,0916,6027,7982.60%+1,197
PROSHARES TR II050,000+50,00008110.27%+811
DISNEY WALT CO(DIS)79,92797,645+17,7187,1367,9142.64%+778
SHELL PLC(SHEL)122,537125,679+3,1427,3998,0912.70%+692
ISHARES TR07,558+7,55806240.21%+624
VANECK ETF TRUST
IG FLOA RATE ETF
012,958+12,95803280.11%+328
MERCK & CO INC(MRK)60,89870,982+10,0847,0277,3082.44%+281
DIREXION SHS ETF TR
DAI GOL BUL ETF
09,240+9,24002470.08%+247
PIMCO ETF TR
ENHAN SHRT MA AC
02,180+2,18002180.07%+218
LEGG MASON ETF INVT
FRANKLIN INTL LW
07,790+7,79002120.07%+212
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
45,64249,969+4,3272,0732,2700.76%+197
MERCADOLIBRE INC(MELI)813903+909631,1450.38%+182
NU HLDGS LTD(NU)023,740+23,74001720.06%+172
MAG SILVER CORP016,000+16,00001660.06%+166
CF INDS HLDGS INC(CF)8,4598,446-135877240.24%+137
ALIBABA GROUP HLDG LTD(BABA)4,3375,544+1,2073614810.16%+119
PETROLEO BRASILEIRO SA PETRO(PBR)15,97918,492+2,5132212770.09%+56
GLOBAL X FDS
ARTIFICIAL ETF
75,38779,872+4,4852,1082,1490.72%+42
COINBASE GLOBAL INC(COIN)3,6113,906+2952582930.10%+35
MICRON TECHNOLOGY INC(MU)3,1743,214+402002190.07%+18
NUTRIEN LTD(NTR)5,9005,90003493660.12%+17
ISHARES SILVER TR(SLV)14,14615,256+1,1102963100.10%+15
OCCIDENTAL PETE CORP(OXY)4,9204,679-2412893040.10%+14
NIKOLA CORP38,33338,333053600.02%+7
MOSAIC CO NEW(MOS)11,60011,60004064130.14%+7
TD HLDGS INC010,000+10,000010.00%+1
BANCO SANTANDER S.A.(SAN)19,26519,265071720.02%+1
PAN AMERN SILVER CORP(PAAS)13,33613,243-931941920.06%-3
META MATERIALS INC14,0420-14,04230-3
POLAR PWR INC16,00016,000021180.01%-3
SPROTT PHYSICAL PLAT PALLAD32,00032,00003503450.12%-5
CLEANSPARK INC(CLSK)11,00011,000047420.01%-5
WESTERN DIGITAL CORP.(WDC)0001451380.05%-8
ISHARES GOLD TR(IAU)6,0216,02102192110.07%-8
CITIGROUP INC(C)6,3666,908+5422932840.09%-9
VANGUARD STAR FDS3,8223,82202142050.07%-10
FIRST MAJESTIC SILVER CORP(AG)22,06222,078+161251130.04%-11
SPROTT PHYSICAL SILVER TR(PSLV)63,00063,00004914780.16%-13
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,7001,70002962790.09%-17
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
4,5164,342-1742502330.08%-17
ATAI LIFE SCIENCES NV49,92249,922086640.02%-21
AGNICO EAGLE MINES LTD(AEM)4,7094,705-42352140.07%-22
PEPSICO INC(PEP)1,5551,55502882630.09%-25
SPROTT PHYSICAL GOLD & SILVE(CEF)44,08244,08207947640.25%-31
BERKSHIRE HATHAWAY INC DEL22,45021,762-6887,6557,6232.54%-32
BENTLEY SYS INC(BSY)8,0008,00004344010.13%-33
SPDR GOLD TR(GLD)6,5726,629+571,1721,1370.38%-35
SPROTT PHYSICAL GOLD TR(PHYS)96,10097,100+1,0001,4341,3900.46%-43
BARRICK GOLD CORP19,11919,137+183242780.09%-45
FIRST TR EXCHANGE-TRADED FD
INDXX INOVTV ETF
30,90830,954+461,1881,1420.38%-46
ASML HOLDING N V
N Y REGISTRY SHS
395402+72862370.08%-50
WHEATON PRECIOUS METALS CORP(WPM)21,51521,579+649308750.29%-55
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
6,0114,565-1,4462722090.07%-63
ISHARES TR23,65224,757+1,1052,0211,9430.65%-78
VIRGIN GALACTIC HOLDINGS INC66,20097,700+31,5002571760.06%-81
LITHIUM AMERS CORP NEW26,60026,60005394520.15%-87
GLOBAL X FDS
LITHIUM BTRY ETF
28,84831,948+3,1001,8761,7630.59%-113
GLOBAL X FDS
US INFR DEV ETF
78,74677,722-1,0242,4752,3610.79%-114
INDIE SEMICONDUCTOR INC38,60038,60003632430.08%-120
SPDR SER TR
ST TERM HIGH ETF
13,6468,640-5,0063372110.07%-126
VANECK ETF TRUST
SEMICONDUCTR ETF
16,02915,849-1802,4402,2980.77%-143
ISHARES TR11,74711,74701,2091,0420.35%-167
GLOBAL X FDS
AUTONMOUS EV ETF
82,00283,661+1,6592,1351,9650.66%-170
SUNRUN INC(RUN)81,050100,000+18,9501,4481,2560.42%-192
SELECT SECTOR SPDR TR
ST STR REAL ETF
5,4390-5,4392050-205
SPDR INDEX SHS FDS
ST DOW GLOBA ETF
4,9980-4,9982050-205
ISHARES TR2,8400-2,8402080-208
ISHARES TR
0-5YR HI YL CP
5,2130-5,2132160-216
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
22,19222,544+3522,3332,1170.71%-216
CRISPR THERAPEUTICS AG(CRSP)4,4000-4,4002470-247
CEMEX SAB DE CV(CX)37,9190-37,9192680-268
EL POLLO LOCO HLDGS INC31,0650-31,0652720-272
ALPHABET INC(GOOG)70,48861,083-9,4058,4377,9932.67%-444
STARBUCKS CORP(SBUX)87,55989,973+2,4148,6748,2122.74%-462
AMERICAN EXPRESS CO(AXP)44,91448,244+3,3307,8247,1982.40%-626
DEERE & CO(DE)19,91319,272-6418,0697,2732.43%-796
APPLE INC(AAPL)50,72251,664+9429,8398,8452.95%-993
ISHARES TR13,2410-13,2419940-994
AMAZON COM INC(AMZN)70,94562,611-8,3349,2487,9592.66%-1,289
MICROSOFT CORP(MSFT)26,76024,636-2,1249,1137,7792.60%-1,334
NUSHARES ETF TR
NUVEEN ESG LRGCP
53,93132,570-21,3613,3551,9530.65%-1,402
EXCHANGE TRADED CONCEPTS TR33,1080-33,1081,9390-1,939
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