Fund Holdings — SEAVIEW INVESTMENT MANAGERS LLC

Total Portfolio Value
$265.92M
Total Bought
$74.72M
Total Sold
$80.33M
Net Transaction
-$5.61M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q3 2025
▲▼
Q4 2025
▲▼
Change
▲▼
Q3 2025
▲▼
Q4 2025
▲▼
Weight (%)
▲▼
Change
▲▼
JPMORGAN CHASE & CO.(JPM)025,118+25,11808,0943.04%+8,094
NUCOR CORP(NUE)049,546+49,54608,0813.04%+8,081
SCHWAB CHARLES CORP(SCHW)080,345+80,34508,0273.02%+8,027
MCKESSON CORP(MCK)09,776+9,77608,0193.02%+8,019
NEWMONT CORP(NEM)079,505+79,50507,9392.99%+7,939
ABBVIE INC(ABBV)034,517+34,51707,8872.97%+7,887
INTERNATIONAL BUSINESS MACHS(IBM)026,335+26,33507,8012.93%+7,801
ISHARES TR033,095+33,09503,1781.20%+3,178
INVESCO EXCHANGE TRADED FD T
S&P SMLCP MOMENT
15,81758,567+42,7501,1644,2171.59%+3,054
SPDR GOLD TR(GLD)5,83812,862+7,0242,0755,0971.92%+3,022
EA SERIES TRUST
FREEDOM 100 EM
031,508+31,50801,6150.61%+1,615
TIDAL TRUST II
ROUNDHILL GENER
020,224+20,22401,1920.45%+1,192
ETF SER SOLUTIONS
DEFIA QUANT ETF
010,754+10,75401,1790.44%+1,179
ADVANCED MICRO DEVICES INC(AMD)50,32042,873-7,4478,1419,1823.45%+1,040
AMAZON COM INC(AMZN)38,22339,105+8828,3939,0263.39%+634
ABRDN PRECIOUS METALS BASKET02,982+2,98206130.23%+613
INVESCO QQQ TR19,36919,828+45911,62912,1814.58%+552
SPDR S&P 500 ETF TR(SPY)15,75016,141+39110,49311,0074.14%+514
TESLA INC(TSLA)01,128+1,12805070.19%+507
VANECK ETF TRUST
SEMICONDUCTR ETF
2,2833,369+1,0867451,2130.46%+468
VANECK ETF TRUST
URANI NUCLE ETF
5,5679,395+3,8287551,1670.44%+412
PIMCO DYNAMIC INCOME FD(PDI)021,550+21,55003820.14%+382
MICRON TECHNOLOGY INC(MU)2,7982,662-1364687600.29%+292
META PLATFORMS INC(META)11,19112,794+1,6038,2198,4453.18%+227
NVIDIA CORPORATION(NVDA)48,59649,339+7439,0679,2023.46%+135
BANK AMERICA CORP155,065146,979-8,0868,0008,0843.04%+84
NETFLIX INC(NFLX)6,43483,098+76,6647,7147,7912.93%+78
CONSTELLATION ENERGY CORP(CEG)25,82424,221-1,6038,4988,5573.22%+59
MARRIOTT INTL INC NEW(MAR)99099002583070.12%+49
CITIGROUP INC(C)2,1782,17802212540.10%+33
APPLE INC(AAPL)1,4471,44703683930.15%+25
VANGUARD SPECIALIZED FUNDS1,6881,68803643710.14%+7
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
2,6552,636-195045050.19%+1
ADOBE INC(ADBE)22,52822,694+1667,9477,9422.99%-4
LAM RESEARCH CORP(LRCX)1,9901,521-4692662600.10%-6
BROADCOM INC(AVGO)1,7491,646-1035775700.21%-7
VANGUARD INDEX FDS423375-482592350.09%-24
ISHARES TR2,9782,587-3912532140.08%-39
ISHARES INC5,8124,841-9712692220.08%-47
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
3,2132,651-5622702220.08%-48
ISHARES TR
IBONDS DEC 2034
10,1748,374-1,8002692210.08%-48
J P MORGAN EXCHANGE TRADED F
INTL BD OPP ETF
5,4944,474-1,0202692180.08%-51
ATAI BECKLEY NV49,92249,92202642040.08%-60
ISHARES BITCOIN TRUST ETF(IBIT)17,11420,945+3,8311,1121,0400.39%-72
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
16,66016,021-6391,2661,1450.43%-122
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
7,9126,802-1,1101,1951,0410.39%-155
AMERICAN EXPRESS CO(AXP)24,39821,476-2,9228,1047,9452.99%-159
FIRST TR EXCH TRADED FD III10,8650-10,8651980—-198
GLOBAL X FDS
US INFR DEV ETF
28,74224,487-4,2551,3691,1700.44%-199
MICROSOFT CORP(MSFT)16,98017,769+7898,7958,5933.23%-201
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
53,14449,632-3,5123,3433,1361.18%-208
UBER TECHNOLOGIES INC(UBER)84,68298,976+14,2948,2968,0873.04%-209
NIKE INC(NKE)3,0000-3,0002090—-209
GLOBAL X FDS
DATA CTR DIG ETF
81,95369,433-12,5201,6781,4650.55%-213
ALPHABET INC(GOOG)40,68830,875-9,8139,8919,6643.63%-227
GRAYSCALE BITCOIN TRUST ETF(GBTC)2,5480-2,5482290—-229
LEGG MASON ETF INVT
FRANKLIN INTL LW
17,5219,839-7,6826093620.14%-247
EATON CORP PLC(ETN)6710-6712510—-251
FIRST TR EXCHANGE TRADED FD
BUYWRIT INCM ETF
24,95114,346-10,6055923390.13%-253
AMPLIFY ETF TR52,88832,057-20,8316253690.14%-256
NEOS ETF TRUST
NASDAQ 100 HIGH
11,0826,346-4,7366013420.13%-259
NEOS ETF TRUST
NEOS S&P 500 HI
13,9078,852-5,0557274650.17%-262
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2029 HG
36,82024,300-12,5207945230.20%-272
ISHARES TR
0-5YR HI YL CP
19,08912,700-6,3898275440.20%-282
ISHARES TR
FALN ANGLS USD
29,76719,652-10,1158275370.20%-290
SERIES PORTFOLIOS TR
ELDRIDGE BBB B
33,40822,478-10,9308965950.22%-301
TAIWAN SEMICONDUCTOR MFG LTD(TSM)34,77930,813-3,9669,7139,3643.52%-350
HCA HEALTHCARE INC(HCA)19,76617,160-2,6068,4248,0123.01%-413
ISHARES TR11,4680-11,4685840—-584
ISHARES INC14,4840-14,4846030—-603
ORACLE CORP(ORCL)33,62045,301+11,6819,4558,8293.32%-626
SELECT SECTOR SPDR TR
ST STR UTIL ETF
7,3620-7,3626420—-642
VANECK ETF TRUST
VIDEO GMNG ESPRT
5,7490-5,7496970—-697
ABRDN PLATINUM ETF TRUST5,1120-5,1127300—-730
SPDR SERIES TRUST
ST TERM HIGH ETF
32,7920-32,7928390—-839
ASML HOLDING N V
N Y REGISTRY SHS
10,6898,412-2,27710,3489,0003.38%-1,348
GLOBAL X FDS
ARTIFICIAL ETF
27,9670-27,9671,3810—-1,381
BARRICK MNG CORP(B)299,242192,518-106,7249,8068,3843.15%-1,422
SAP SE(SAP)11,7440-11,7443,1380—-3,138
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
27,0742,062-25,0123,6612860.11%-3,376
ISHARES TR
HDG MSCI EAFE
96,1049,889-86,2153,8074090.15%-3,398
ENERGY TRANSFER L P(ET)279,1290-279,1294,7900—-4,790
VANGUARD INDEX FDS10,5520-10,5525,0610—-5,061
SALESFORCE INC(CRM)32,2895,591-26,6987,6531,4810.56%-6,171
FISERV INC(FISV)56,9890-56,9897,3480—-7,348
NOVO-NORDISK A S(NVO)138,6930-138,6937,6960—-7,696
T-MOBILE US INC(TMUS)32,2060-32,2067,7100—-7,710
ABBOTT LABS60,7591,668-59,0918,1382090.08%-7,929
ALLSTATE CORP(ALL)38,9890-38,9898,3690—-8,369
Page 1 of 1
SEAVIEW INVESTMENT MANAGERS LLC — 13F Holdings — Q4 2025 | TickerTrail