Seaview Investment Managers LLC Top Holdings and 13F Report (2025) About Seaview Investment Managers LLCInvestment ActivitySeaview Investment Managers LLC has $471.79 million in total holdings as of June 30, 2025.Seaview Investment Managers LLC owns shares of 134 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 28.87% of the portfolio was purchased this quarter.About 27.90% of the portfolio was sold this quarter.This quarter, Seaview Investment Managers LLC has purchased 127 new stocks and bought additional shares in 64 stocks.Seaview Investment Managers LLC sold shares of 33 stocks and completely divested from 21 stocks this quarter.Largest Holdings Invesco QQQ $24,438,756NVIDIA $23,594,707Meta Platforms $19,769,756Microsoft $19,296,758SPDR S&P 500 ETF Trust $17,362,821 Largest New Holdings this Quarter 64110L106 - Netflix $13,782,326 Holding06849F108 - BARRICK MNG CORP $12,860,368 Holding002824100 - Abbott Laboratories $11,067,542 Holding40412C101 - HCA Healthcare $10,283,937 Holding020002101 - Allstate $9,708,376 Holding Largest Purchases this Quarter Netflix 10,292 shares (about $13.78M)Advanced Micro Devices 92,751 shares (about $13.16M)BARRICK MNG CORP 617,693 shares (about $12.86M)Constellation Energy 35,800 shares (about $11.55M)Abbott Laboratories 81,373 shares (about $11.07M) Largest Sales this Quarter Broadcom 59,091 shares (about $16.29M)Micron Technology 110,544 shares (about $13.62M)The Goldman Sachs Group 16,946 shares (about $11.99M)Stryker 27,018 shares (about $10.69M)Apple 46,061 shares (about $9.45M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSeaview Investment Managers LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQInvesco QQQ$24,438,756$1,879,989 ▲8.3%44,3025.2%FinanceNVDANVIDIA$23,594,707$624,061 ▼-2.6%149,3435.0%Computer and TechnologyMETAMeta Platforms$19,769,756$129,166 ▼-0.6%26,7854.2%Computer and TechnologyMSFTMicrosoft$19,296,758$154,696 ▲0.8%38,7944.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$17,362,821$1,878,264 ▼-9.8%28,1023.7%FinanceAMZNAmazon.com$17,218,165$403,019 ▲2.4%78,4823.6%Retail/WholesaleGOOGLAlphabet$16,433,805$391,936 ▲2.4%93,2523.5%Computer and TechnologyBRK.BBerkshire Hathaway$15,221,117$635,873 ▲4.4%31,3343.2%FinanceORCLOracle$14,771,736$748,370 ▲5.3%67,5653.1%Computer and TechnologyUBERUber Technologies$14,375,478$70,721 ▲0.5%154,0783.0%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$13,793,921$144,727 ▲1.1%60,9032.9%Computer and TechnologyNFLXNetflix$13,782,326$13,782,326 ▲New Holding10,2922.9%Consumer DiscretionaryAMDAdvanced Micro Devices$13,627,509$13,161,367 ▲2,823.5%96,0362.9%Computer and TechnologyASMLASML$12,902,379$56,899 ▲0.4%16,1002.7%Computer and TechnologyBARRICK MNG CORP$12,860,368$12,860,368 ▲New Holding617,6932.7%COM SHSCEGConstellation Energy$12,092,203$11,554,808 ▲2,150.2%37,4652.6%EnergyABTAbbott Laboratories$11,067,542$11,067,542 ▲New Holding81,3732.3%MedicalCRMSalesforce$11,039,854$1,711,402 ▲18.3%40,4852.3%Computer and TechnologyTMUST-Mobile US$10,341,199$23,826 ▲0.2%43,4032.2%Computer and TechnologyLLYEli Lilly and Company$10,325,655$738,994 ▼-6.7%13,2462.2%MedicalHCAHCA Healthcare$10,283,937$10,283,937 ▲New Holding26,8442.2%MedicalADBEAdobe$9,917,282$368,697 ▲3.9%25,6342.1%Computer and TechnologyHEFAiShares Currency Hedged MSCI EAFE ETF$9,740,156$134,682 ▼-1.4%256,5902.1%ETFALLAllstate$9,708,376$9,708,376 ▲New Holding48,2262.1%FinancePGRProgressive$9,211,473$293,279 ▲3.3%34,5182.0%FinanceFIFiserv$8,528,605$648,779 ▲8.2%49,4671.8%Business ServicesETEnergy Transfer$7,715,367$7,468,219 ▲3,021.8%425,5581.6%EnergyXMMOInvesco S&P MidCap Momentum ETF$6,560,644$6,163,049 ▲1,550.1%51,0041.4%ETFAVGOBroadcom$6,454,896$16,288,434 ▼-71.6%23,4171.4%Computer and TechnologySPLVInvesco S&P 500 Low Volatility ETF$6,291,939$6,291,939 ▲New Holding86,4041.3%ETFJQUAJPMorgan U.S. Quality Factor ETF$6,119,815$6,119,815 ▲New Holding101,9121.3%ETFAAPLApple$4,351,655$9,450,334 ▼-68.5%21,2100.9%Computer and TechnologyGLDSPDR Gold Shares$3,126,032$35,055 ▲1.1%10,2550.7%FinanceSPROTT PHYSICAL GOLD TR$2,482,272$240,825 ▼-8.8%97,9200.5%UNITPANWPalo Alto Networks$2,268,025$592,842 ▲35.4%11,0830.5%Computer and TechnologyWPMWheaton Precious Metals$1,983,312$24,156 ▲1.2%22,0860.4%Basic MaterialsPALANTIR TECHNOLOGIES INC$1,614,301$1,126,821 ▲231.2%11,8420.3%CL AVPNGlobal X Data Center & Digital Infrastructure ETF$1,478,656$1,174,339 ▲385.9%79,3270.3%ManufacturingISHARES BITCOIN TRUST ETF$1,420,194$808,339 ▲132.1%23,2020.3%SHS BEN INTVVisa$1,412,743$120,717 ▲9.3%3,9790.3%Business ServicesUNHUnitedHealth Group$1,384,211$704,428 ▲103.6%4,4370.3%MedicalCIBRFirst Trust Nasdaq Cybersecurity ETF$1,353,411$1,353,411 ▲New Holding17,9070.3%ManufacturingAIQGlobal X Artificial Intelligence & Technology ETF$1,331,234$128,099 ▼-8.8%30,4700.3%ETFPAVEGlobal X U.S. Infrastructure Development ETF$1,331,064$189,137 ▼-12.4%30,5430.3%ETFDELLDell Technologies$1,312,555$32,612 ▼-2.4%10,7060.3%Computer and TechnologyBXBlackstone$1,305,534$573,490 ▲78.3%8,7280.3%FinanceGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$1,285,796$132,903 ▼-9.4%9,2490.3%ETFABBVAbbVie$1,259,803$61,255 ▲5.1%6,7870.3%MedicalAXPAmerican Express$1,239,557$191,388 ▲18.3%3,8860.3%FinanceSAPSAP$1,225,523$1,225,523 ▲New Holding4,0300.3%Computer and TechnologyMOOVanEck Agribusiness ETF$1,209,355$1,209,355 ▲New Holding16,4270.3%ETFWMTWalmart$1,208,756$228,903 ▲23.4%12,3620.3%Retail/WholesaleJPMJPMorgan Chase & Co.$1,133,838$215,983 ▲23.5%3,9110.2%FinanceRSPInvesco S&P 500 Equal Weight ETF$1,101,162$9,127,523 ▼-89.2%6,0590.2%ETFVUGVanguard Growth ETF$1,035,939$580,003 ▲127.2%2,3630.2%ETFCOSTCostco Wholesale$1,009,739$326,680 ▲47.8%1,0200.2%Retail/WholesaleMCDMcDonald's$979,354$320,803 ▲48.7%3,3520.2%Retail/WholesaleRACEFerrari$947,451$12,209 ▼-1.3%1,9400.2%Auto/Tires/TrucksCLOZEldridge BBB-B CLO ETF$932,746$96,772 ▲11.6%34,8820.2%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$906,975$103,363 ▲12.9%21,0240.2%ETFAEMAgnico Eagle Mines$904,856$252,142 ▲38.6%7,6080.2%Basic MaterialsFALNiShares Fallen Angels USD Bond ETF$903,898$108,044 ▲13.6%33,3050.2%ManufacturingSJNKSPDR Bloomberg Short Term High Yield Bond ETF$896,527$104,441 ▲13.2%35,1860.2%ETFHONHoneywell International$886,574$886,574 ▲New Holding3,8070.2%Multi-Sector ConglomeratesIBHHiShares iBonds 2028 Term High Yield and Income ETF$881,878$104,246 ▲13.4%37,1630.2%ETFXOMExxon Mobil$873,072$51,421 ▲6.3%8,0990.2%EnergyPGProcter & Gamble$858,895$106,426 ▲14.1%5,3910.2%Consumer StaplesCICigna Group$851,243$51,240 ▼-5.7%2,5750.2%MedicalSPROTT PHYSICAL SILVER TR$841,835$3,060 ▲0.4%68,7770.2%TR UNITJEPIJPMorgan Equity Premium Income ETF$835,512$52,813 ▲6.7%14,6970.2%ETFSPYINEOS S&P 500 High Income ETF$816,392$43,627 ▲5.6%16,2240.2%ETFSPROTT PHYSICAL PLAT PALLAD$799,599$11,730 ▲1.5%68,1670.2%UNITTSLATesla$742,054$487,608 ▲191.6%2,3360.2%Auto/Tires/TrucksNTRNutrien$719,7500.0%12,3750.2%Basic MaterialsSMHVanEck Semiconductor ETF$717,837$825,206 ▼-53.5%2,5740.2%ManufacturingETNEaton$713,266$28,916 ▲4.2%1,9980.2%IndustrialsYYYAmplify High Income ETF$682,974$49,990 ▲7.9%58,3240.1%ETFGOOGAlphabet$662,907$14,723 ▼-2.2%3,7370.1%Computer and TechnologyLVHIFranklin International Low Volatility High Dividend Index ETF$661,514$43,975 ▲7.1%20,3230.1%ETFXLUUtilities Select Sector SPDR Fund$660,221$660,221 ▲New Holding8,0850.1%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$655,223$48,795 ▲8.0%12,0450.1%ETFESPOVanEck Video Gaming and eSports ETF$637,961$637,961 ▲New Holding5,8240.1%ManufacturingNLRVanEck Uranium and Nuclear ETF$636,950$636,950 ▲New Holding5,7290.1%ETFINDYiShares India 50 ETF$620,095$620,095 ▲New Holding11,4030.1%ManufacturingEWGiShares MSCI Germany ETF$619,123$619,123 ▲New Holding14,6330.1%ETFVIGVanguard Dividend Appreciation ETF$607,665$9,153,044 ▼-93.8%2,9690.1%ETFPPLTabrdn Physical Platinum Shares ETF$595,551$595,551 ▲New Holding4,8470.1%ETFCFCF Industries$552,0000.0%6,0000.1%Basic MaterialsLAM RESEARCH CORP$516,000$12,460 ▲2.5%5,3010.1%COM NEWNOWServiceNow$491,422$10,281 ▼-2.0%4780.1%Computer and TechnologyADSKAutodesk$475,809$10,835 ▼-2.2%1,5370.1%Computer and TechnologyIBMInternational Business Machines$423,009$10,907 ▼-2.5%1,4350.1%Computer and TechnologyVOOVanguard S&P 500 ETF$416,934$4,544 ▲1.1%7340.1%ETFPAASPan American Silver$396,443$1,335 ▲0.3%13,9590.1%Basic MaterialsSHELShell$383,398$12,181 ▼-3.1%5,4450.1%EnergyCRWDCrowdStrike$371,287$9,677 ▲2.7%7290.1%Computer and TechnologyIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$368,128$368,128 ▲New Holding6,9080.1%ManufacturingIYWiShares U.S. Technology ETF$367,506$1,445,939 ▼-79.7%2,1210.1%ManufacturingARK 21SHARES BITCOIN ETF$357,900$357,900 ▲New Holding10,0000.1%SHS BEN INTBABAAlibaba Group$353,726$61,355 ▼-14.8%3,1190.1%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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