Fund HoldingsSEAVIEW INVESTMENT MANAGERS LLC

Total Portfolio Value
$361.53M
Total Bought
$107.89M
Total Sold
$74.45M
Net Transaction
+$33.44M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
TAIWAN SEMICONDUCTOR MFG LTD(TSM)055,454+55,454010,9523.03%+10,952
ASML HOLDING N V
N Y REGISTRY SHS
015,257+15,257010,5742.92%+10,574
GOLDMAN SACHS GROUP INC(GS)016,798+16,79809,6192.66%+9,619
UBER TECHNOLOGIES INC(UBER)0145,516+145,51608,7782.43%+8,778
MICRON TECHNOLOGY INC(MU)3,222106,014+102,7923348,9222.47%+8,588
VANGUARD SPECIALIZED FUNDS030,636+30,63605,9991.66%+5,999
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
047,644+47,64405,8851.63%+5,885
INVESCO QQQ TR029,966+29,966015,3204.24%+15,320
SPDR S&P 500 ETF TR(SPY)19,02528,127+9,10210,91616,4854.56%+5,569
BROADCOM INC(AVGO)56,56759,383+2,8169,75813,7673.81%+4,010
ALPHABET INC(GOOG)54,61266,256+11,6449,05712,5423.47%+3,485
AMAZON COM INC(AMZN)53,94658,350+4,40410,05212,8013.54%+2,750
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
55,20268,323+13,1219,89011,9723.31%+2,082
MICROSOFT CORP(MSFT)21,56226,814+5,2529,27811,3023.13%+2,024
NVIDIA CORPORATION(NVDA)91,91897,795+5,87711,16313,1333.63%+1,970
APPLE INC(AAPL)45,46447,987+2,52310,59312,0173.32%+1,424
ISHARES TR08,711+8,71101,2550.35%+1,255
CONOCOPHILLIPS(COP)79,98096,540+16,5608,4209,5742.65%+1,154
META PLATFORMS INC(META)18,27119,448+1,17710,45911,3873.15%+928
ELI LILLY & CO(LLY)10,04212,717+2,6758,8979,8182.72%+921
DIREXION SHS ETF TR
DAI GOL BUL ETF
020,000+20,00007030.19%+703
NEOS ETF TRUST
NEOS S&P 500 HI
010,921+10,92105550.15%+555
ADOBE INC(ADBE)16,72520,631+3,9068,6609,1742.54%+514
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
07,266+7,26604100.11%+410
LEGG MASON ETF INVT
FRANKLIN INTL LW
013,096+13,09604000.11%+400
QUALCOMM INC(QCOM)1,4024,149+2,7472386370.18%+399
ACCENTURE PLC IRELAND
SHS CLASS A
01,111+1,11103910.11%+391
SERVICENOW INC(NOW)0354+35403750.10%+375
AUTODESK INC01,205+1,20503560.10%+356
ISHARES BITCOIN TRUST ETF(IBIT)06,453+6,45303420.09%+342
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
9,50415,406+5,9025668860.25%+321
VERTIV HOLDINGS CO(VRT)02,817+2,81703200.09%+320
LAM RESEARCH CORP(LRCX)04,081+4,08102950.08%+295
TESLA INC(TSLA)0714+71402880.08%+288
ISHARES TR
0-5YR HI YL CP
4,68611,455+6,7692034880.14%+285
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
4,81910,853+6,0342215020.14%+281
SPDR SER TR
ST TERM HIGH ETF
8,96219,964+11,0022315040.14%+273
ISHARES TR03,291+3,29102700.07%+270
PROSHARES TR II(AGQ)08,000+8,00002690.07%+269
SAP SE(SAP)01,081+1,08102660.07%+266
GLOBAL X FDS
DATA CTR DIG ETF
015,974+15,97402640.07%+264
ADVANCED MICRO DEVICES INC(AMD)02,163+2,16302610.07%+261
ISHARES TR02,783+2,78302570.07%+257
ABBVIE INC(ABBV)01,388+1,38802470.07%+247
ISHARES GOLD TR(IAU)04,905+4,90502430.07%+243
CONSTELLATION ENERGY CORP(CEG)7861,973+1,1872044410.12%+237
PALANTIR TECHNOLOGIES INC(PLTR)03,121+3,12102360.07%+236
JANUS DETROIT STR TR
HENDRSON AAA CL
6,50211,174+4,6723315670.16%+236
VANECK ETF TRUST
BDC INCOME ETF
10,66324,796+14,1331774120.11%+236
ISHARES TR21,85132,058+10,2075127420.21%+231
VANGUARD STAR FDS03,822+3,82202250.06%+225
NETFLIX INC(NFLX)0250+25002230.06%+223
SYNOPSYS INC(SNPS)0457+45702220.06%+222
SALESFORCE INC(CRM)36,21330,302-5,9119,91210,1312.80%+219
NIKE INC(NKE)02,709+2,70902050.06%+205
ISHARES TR02,529+2,52902050.06%+205
FIRST TR EXCHANGE-TRADED FD0836+83602030.06%+203
GRAYSCALE BITCOIN TRUST ETF(GBTC)02,723+2,72302020.06%+202
BOOKING HOLDINGS INC(BKNG)2,1271,843-2848,9599,1572.53%+198
VISA INC(V)9401,073+1332583390.09%+81
DIREXION SHS ETF TR
DAI SEM BUL ETF
7,55713,029+5,4722773560.10%+79
ALIBABA GROUP HLDG LTD(BABA)2,9334,534+1,6013113840.11%+73
ATAI LIFE SCIENCES NV049,922+49,9220660.02%+66
POLAR PWR INC016,000+16,0000510.01%+51
CITIGROUP INC(C)4,5474,54702853200.09%+35
STRYKER CORPORATION(SYK)26,33426,507+1739,5139,5442.64%+30
MARRIOTT INTL INC NEW(MAR)99099002462760.08%+30
VANECK ETF TRUST
MRNGSTR WDE MOAT
2,5032,809+3062432600.07%+18
SOLIDION TECHNOLOGY INC64,20044,200-20,00024310.01%+7
OCCIDENTAL PETE CORP(OXY)4,5814,891+3102362420.07%+6
LITHIUM AMERS CORP NEW(LAC)15,00015,000041450.01%+4
CLEANSPARK INC(CLSK)10,00010,000093920.03%-1
CF INDS HLDGS INC(CF)6,0006,00005155120.14%-3
SPROTT PHYSICAL PLAT PALLAD52,16757,167+5,0005125080.14%-4
MAG SILVER CORP12,00012,00001681630.05%-5
POLAR PWR INC16,0000-16,00080-8
PAN AMERN SILVER CORP(PAAS)13,88313,867-162902800.08%-9
LITHIUM AMERICAS ARGENTINA C20,42920,429067540.01%-13
SHELL PLC(SHEL)6,0236,046+233973790.10%-18
NUTRIEN LTD(NTR)5,9005,90002842640.07%-20
AGNICO EAGLE MINES LTD(AEM)4,5684,429-1393683460.10%-22
MOSAIC CO NEW(MOS)11,60011,60003112850.08%-26
SPROTT PHYSICAL GOLD TR(PHYS)108,420108,42002,2102,1840.60%-26
PEPSICO INC(PEP)1,6141,61402742450.07%-29
FIRST MAJESTIC SILVER CORP(AG)24,13520,135-4,0001451110.03%-34
NOVARTIS AG(NVS)82,81397,331+14,5189,5259,4712.62%-54
SPROTT PHYSICAL SILVER TR(PSLV)68,52768,52707166610.18%-55
BERKSHIRE HATHAWAY INC DEL22,38722,580+19310,30410,2352.83%-69
SOUTHERN COPPER CORP(SCCO)3,3263,366+403853070.08%-78
SIMPLIFY EXCHANGE TRADED FUN
ENHANCED INM ETF
36,07132,895-3,1768467570.21%-88
BANCO SANTANDER S.A.(SAN)19,2650-19,265980-98
WHEATON PRECIOUS METALS CORP(WPM)21,77521,817+421,3301,2270.34%-103
SUPER MICRO COMPUTER INC(SMCI)5330-5332220-222
INTERNATIONAL BUSINESS MACHS(IBM)1,3470-1,3472980-298
WALMART INC(WMT)130,431111,730-18,70110,53210,0952.79%-437
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
21,89113,237-8,6542,2391,5770.44%-662
T-MOBILE US INC(TMUS)48,71642,452-6,26410,0539,3702.59%-683
VANECK ETF TRUST
SEMICONDUCTR ETF
8,0365,204-2,8321,9721,2600.35%-712
ISHARES TR15,41410,094-5,3202,3371,6100.45%-727
INVESCO EXCHANGE TRADED FD T
AI AND NEXT GEN
43,83528,021-15,8141,9941,2670.35%-727
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