Fund HoldingsSEAVIEW INVESTMENT MANAGERS LLC

Total Portfolio Value
$332.47M
Total Bought
$49.60M
Total Sold
$60.11M
Net Transaction
-$10.51M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
BARRICK GOLD CORP16,012521,990+505,97826710,3823.12%+10,115
T-MOBILE US INC(TMUS)048,716+48,716010,0533.02%+10,053
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
055,202+55,20209,8902.97%+9,890
BOOKING HOLDINGS INC(BKNG)02,127+2,12708,9592.69%+8,959
VANECK ETF TRUST
PHARMACEUTCL ETF
022,240+22,24002,1130.64%+2,113
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
016,201+16,20102,0620.62%+2,062
SELECT SECTOR SPDR TR
ST STR REAL ETF
7,06351,659+44,5962712,3080.69%+2,036
INVESCO EXCHANGE TRADED FD T
AI AND NEXT GEN
043,835+43,83501,9940.60%+1,994
ORACLE CORP(ORCL)68,62864,905-3,7239,69011,0603.33%+1,370
WALMART INC(WMT)139,407130,431-8,9769,43910,5323.17%+1,093
BERKSHIRE HATHAWAY INC DEL23,65722,387-1,2709,62410,3043.10%+680
SPDR GOLD TR(GLD)23,52823,299-2295,0595,6631.70%+604
META PLATFORMS INC(META)018,271+18,271010,4593.15%+10,459
SPROTT PHYSICAL GOLD TR(PHYS)101,117108,420+7,3031,8262,2100.66%+383
UNITEDHEALTH GROUP INC(UNH)19,27517,396-1,8799,81610,1713.06%+355
INTERNATIONAL BUSINESS MACHS(IBM)01,347+1,34702980.09%+298
DIREXION SHS ETF TR
DAI SEM BUL ETF
07,557+7,55702770.08%+277
VISA INC(V)0940+94002580.08%+258
QUALCOMM INC(QCOM)01,402+1,40202380.07%+238
APPLE INC(AAPL)49,17645,464-3,71210,35710,5933.19%+236
STRYKER CORPORATION(SYK)27,35526,334-1,0219,3089,5132.86%+206
CONSTELLATION ENERGY CORP(CEG)0786+78602040.06%+204
WHEATON PRECIOUS METALS CORP(WPM)21,73221,775+431,1391,3300.40%+191
ISHARES TR14,78821,851+7,0633395120.15%+173
NOVARTIS AG(NVS)88,42582,813-5,6129,4149,5252.86%+111
SPDR SER TR
ST STR P500VAL
091,965+91,96504,8611.46%+4,861
SPROTT PHYSICAL PLAT PALLAD43,16752,167+9,0004225120.15%+91
AGNICO EAGLE MINES LTD(AEM)4,5494,568+192983680.11%+70
SALESFORCE INC(CRM)38,37236,213-2,1599,8659,9122.98%+46
CF INDS HLDGS INC(CF)6,4126,000-4124755150.15%+40
BROADCOM INC(AVGO)6,05456,567+50,5139,7209,7582.93%+38
SOUTHERN COPPER CORP(SCCO)3,2383,326+883493850.12%+36
SPROTT PHYSICAL SILVER TR(PSLV)68,52768,52706807160.22%+36
PAN AMERN SILVER CORP(PAAS)13,82813,883+552752900.09%+15
ISHARES TR82,23477,434-4,8004,8124,8261.45%+13
BANCO SANTANDER S.A.(SAN)19,26519,265089980.03%+9
PEPSICO INC(PEP)1,6141,61402662740.08%+8
VANECK ETF TRUST
MRNGSTR WDE MOAT
2,7652,503-2622392430.07%+3
MARRIOTT INTL INC NEW(MAR)1,008990-182442460.07%+2
FIRST MAJESTIC SILVER CORP(AG)24,11824,135+171431450.04%+2
POLAR PWR INC16,00016,0000680.00%+1
LITHIUM AMERICAS ARGENTINA C20,42920,429065670.02%+1
LITHIUM AMERS CORP NEW(LAC)15,00015,000040410.01%0
MICRON TECHNOLOGY INC(MU)2,5583,222+6643363340.10%-2
SOLIDION TECHNOLOGY INC64,20064,200035240.01%-12
NUTRIEN LTD(NTR)5,9005,90003002840.09%-16
CITIGROUP INC(C)4,8124,547-2653052850.09%-21
MOSAIC CO NEW(MOS)11,60011,60003353110.09%-25
MAG SILVER CORP17,00012,000-5,0001981680.05%-30
OCCIDENTAL PETE CORP(OXY)4,4594,581+1222812360.07%-45
COSTCO WHSL CORP NEW(COST)10,85910,359-5009,2309,1832.76%-47
SPDR SER TR
ST TERM HIGH ETF
11,1238,962-2,1612782310.07%-47
JANUS DETROIT STR TR
HENDRSON AAA CL
7,4506,502-9483793310.10%-48
SUPER MICRO COMPUTER INC(SMCI)332533+2012722220.07%-50
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
5,9464,819-1,1272722210.07%-51
VANECK ETF TRUST
BDC INCOME ETF
13,79410,663-3,1312361770.05%-59
ALIBABA GROUP HLDG LTD(BABA)5,2342,933-2,3013773110.09%-66
ATAI LIFE SCIENCES NV49,9220-49,922660-66
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
11,1989,504-1,6946355660.17%-69
ISHARES TR
0-5YR HI YL CP
6,6184,686-1,9322792030.06%-76
SIMPLIFY EXCHANGE TRADED FUN
ENHANCED INM ETF
38,99836,071-2,9279488460.25%-102
SHELL PLC(SHEL)06,023+6,02303970.12%+397
CLEANSPARK INC(CLSK)15,00010,000-5,000239930.03%-146
EXXON MOBIL CORP81,70078,755-2,9459,4059,2322.78%-174
GLOBAL X FDS
US INFR DEV ETF
66,93955,487-11,4522,4782,2840.69%-194
NETFLIX INC(NFLX)3030-3032040-204
ISHARES SILVER TR(SLV)8,0380-8,0382140-214
ISHARES GOLD TR(IAU)4,9050-4,9052150-215
INVESCO EXCH TRD SLF IDX FD9,4700-9,4702170-217
LEGG MASON ETF INVT
FRANKLIN INTL LW
7,3910-7,3912190-219
FIRST TR EXCHANGE-TRADED FD
RBA INDL ETF
35,52029,557-5,9632,4262,2070.66%-219
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
4,1230-4,1232290-229
ISHARES U S ETF TR
SHOR MAT MUN ETF
4,5890-4,5892300-230
VANGUARD STAR FDS3,8220-3,8222300-230
REPUBLIC SVCS INC(RSG)48,91546,181-2,7349,5069,2752.79%-231
ISHARES TR2,8000-2,8002480-248
ISHARES TR
MORTGE REL ETF
11,5570-11,5572560-256
GLOBAL X FDS
NASDAQ 100 COVER
15,6020-15,6022760-276
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
26,50621,891-4,6152,5322,2390.67%-294
SPDR SER TR
ST STR SP BIOT
27,08622,322-4,7642,5112,2050.66%-306
COINBASE GLOBAL INC(COIN)1,4550-1,4553230-323
SPDR DOW JONES INDL AVERAGE(DIA)8930-8933490-349
DISNEY WALT CO(DIS)93,16692,483-6839,2508,8962.68%-355
ISHARES TR
HDG MSCI EAFE
267,865258,112-9,7539,5249,1422.75%-382
COLGATE PALMOLIVE CO(CL)4,3810-4,3814250-425
ISHARES TR18,53815,414-3,1242,7902,3370.70%-453
VANECK ETF TRUST
SEMICONDUCTR ETF
9,4098,036-1,3732,4531,9720.59%-480
ELI LILLY & CO(LLY)10,48710,042-4459,4958,8972.68%-598
NVIDIA CORPORATION(NVDA)091,918+91,918011,1633.36%+11,163
AMAZON COM INC(AMZN)55,59753,946-1,65110,74410,0523.02%-692
MICROSOFT CORP(MSFT)22,41421,562-85210,0189,2782.79%-740
MERCK & CO INC(MRK)72,12170,790-1,3318,9298,0392.42%-890
CONOCOPHILLIPS(COP)82,20179,980-2,2219,4028,4202.53%-982
ALPHABET INC(GOOG)56,78854,612-2,17610,3449,0572.72%-1,287
ADOBE INC(ADBE)17,91016,725-1,1859,9508,6602.60%-1,290
GLOBAL X FDS
RBTCS ARTFL INTE
80,4540-80,4542,4820-2,482
GLOBAL X FDS
ARTIFICIAL ETF
70,4030-70,4032,5080-2,508
ISHARES TR44,8380-44,8382,5130-2,513
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
45,4200-45,4202,5630-2,563
SPDR S&P 500 ETF TR(SPY)29,14419,025-10,11915,86110,9163.28%-4,945
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