Sebold Capital Management, Inc. Top Holdings and 13F Report (2025) About Sebold Capital Management, Inc.Investment ActivitySebold Capital Management, Inc. has $149.18 million in total holdings as of December 31, 2024.Sebold Capital Management, Inc. owns shares of 71 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 7.15% of the portfolio was purchased this quarter.About 2.77% of the portfolio was sold this quarter.This quarter, Sebold Capital Management, Inc. has purchased 69 new stocks and bought additional shares in 20 stocks.Sebold Capital Management, Inc. sold shares of 37 stocks and completely divested from 3 stocks this quarter.Largest Holdings Invesco S&P 500 Equal Weight ETF $27,656,399Vanguard Mid-Cap ETF $10,562,238Vanguard Dividend Appreciation ETF $10,387,091Schwab Fundamental Emerging Markets Large Company Index ETF $7,460,134Vanguard FTSE Developed Markets ETF $5,999,870 Largest New Holdings this Quarter Vanguard FTSE All-World ex-US ETF $587,649 HoldingALLSPRING EXCHANGE TRADED FU $313,710 HoldingCommunication Services Select Sector SPDR Fund $281,718 HoldingAmerican Express $205,289 HoldingApple $203,091 Holding Largest Purchases this Quarter Schwab Fundamental U.S. Large Company Index ETF 108,613 shares (about $2.57M)Schwab Fundamental U.S. Small Company Index ETF 75,665 shares (about $2.25M)Schwab US Large-Cap ETF 57,584 shares (about $1.33M)VanEck Fallen Angel High Yield Bond ETF 23,352 shares (about $669.50K)Vanguard FTSE All-World ex-US ETF 10,236 shares (about $587.65K) Largest Sales this Quarter Invesco S&P 500 Equal Weight ETF 3,508 shares (about $614.71K)First Trust Emerging Markets AlphaDEX Fund 23,064 shares (about $508.06K)Vanguard Information Technology ETF 789 shares (about $490.58K)Davis Select U.S. Equity ETF 7,371 shares (about $310.39K)First Trust International IPO ETF 5,372 shares (about $253.29K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSebold Capital Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorRSPInvesco S&P 500 Equal Weight ETF$27,656,399$614,707 ▼-2.2%157,82918.5%ETFVOVanguard Mid-Cap ETF$10,562,238$39,091 ▼-0.4%39,9897.1%ETFVIGVanguard Dividend Appreciation ETF$10,387,091$121,220 ▼-1.2%53,0417.0%ETFFNDESchwab Fundamental Emerging Markets Large Company Index ETF$7,460,134$92,379 ▲1.3%256,8035.0%ETFVEAVanguard FTSE Developed Markets ETF$5,999,870$316,855 ▲5.6%125,4684.0%ETFVGTVanguard Information Technology ETF$5,883,858$490,581 ▼-7.7%9,4633.9%ETFFTSMFirst Trust Enhanced Short Maturity ETF$5,415,342$155,581 ▼-2.8%90,6033.6%ManufacturingVIOOVanguard S&P Small-Cap 600 ETF$4,730,494$182,603 ▼-3.7%44,6103.2%ETFIJHiShares Core S&P Mid-Cap ETF$4,470,494$7,477 ▼-0.2%71,7463.0%ETFFNDASchwab Fundamental U.S. Small Company Index ETF$4,467,189$2,247,257 ▲101.2%150,4103.0%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$3,857,307$2,571,956 ▲200.1%162,8932.6%ETFDUSADavis Select U.S. Equity ETF$3,787,002$310,393 ▼-7.6%89,9312.5%ETFBNDVanguard Total Bond Market ETF$3,786,350$149,645 ▲4.1%52,6542.5%ETFIJRiShares Core S&P Small-Cap ETF$3,616,065$46,895 ▼-1.3%31,3842.4%ETFANGLVanEck Fallen Angel High Yield Bond ETF$3,321,879$669,502 ▲25.2%115,8662.2%ManufacturingXCEMColumbia EM Core ex-China ETF$2,886,411$80,690 ▲2.9%97,5141.9%ETFBNDXVanguard Total International Bond ETF$2,885,072$277,819 ▲10.7%58,8191.9%ETFFNDFSchwab Fundamental International Large Company Index ETF$2,736,452$174,719 ▲6.8%82,3981.8%ETFFMBFirst Trust Managed Municipal ETF$2,665,171$143,695 ▲5.7%52,2481.8%ManufacturingDINTDavis Select International ETF$2,521,267$62,156 ▼-2.4%115,4431.7%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$2,042,806$26,757 ▲1.3%79,8591.4%ETFSCHXSchwab US Large-Cap ETF$2,039,867$1,334,800 ▲189.3%88,0011.4%ETFIVViShares Core S&P 500 ETF$1,770,1610.0%3,0071.2%ETFSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$1,667,844$27,154 ▲1.7%35,1941.1%FinanceJAAAJanus Henderson AAA CLO ETF$1,408,521$366,887 ▲35.2%27,7760.9%ETFSPYSPDR S&P 500 ETF Trust$1,287,032$2,930 ▼-0.2%2,1960.9%FinanceSPLGSPDR Portfolio S&P 500 ETF$1,114,740$7,859 ▼-0.7%16,1700.7%ETFSCHESchwab Emerging Markets Equity ETF$1,053,149$3,409 ▼-0.3%39,5470.7%ETFMDYSPDR S&P MidCap 400 ETF Trust$1,041,1930.0%1,8280.7%ETFMETAMeta Platforms$1,017,031$38,644 ▼-3.7%1,7370.7%Computer and TechnologyCOFCapital One Financial$967,149$23,715 ▼-2.4%5,4240.6%FinanceAMZNAmazon.com$844,652$56,822 ▼-6.3%3,8500.6%Retail/WholesaleJBBBJanus Henderson B-BBB CLO ETF$653,976$382,514 ▲140.9%13,3030.4%ETFSCVLShoe Carnival$641,885$23,222 ▼-3.5%19,4040.4%Retail/WholesaleWFCWells Fargo & Company$606,467$37,439 ▼-5.8%8,6340.4%FinanceVEUVanguard FTSE All-World ex-US ETF$587,649$587,649 ▲New Holding10,2360.4%ETFPALANTIR TECHNOLOGIES INC$578,041$80,395 ▼-12.2%7,6430.4%CL AGOOGAlphabet$528,852$7,618 ▼-1.4%2,7770.4%Computer and TechnologyFEXFirst Trust Large Cap Core AlphaDEX Fund$506,563$1,773 ▲0.4%4,8570.3%ETFFPXIFirst Trust International IPO ETF$493,614$253,290 ▼-33.9%10,4690.3%ManufacturingIEFAiShares Core MSCI EAFE ETF$459,3510.0%6,5360.3%ETFXLKTechnology Select Sector SPDR Fund$448,067$115,330 ▲34.7%1,9270.3%ETFRSPFInvesco S&P 500 Equal Weight Financials ETF$424,481$16,863 ▼-3.8%5,8650.3%ETFMKLMarkel Group$422,927$10,357 ▼-2.4%2450.3%Multi-Sector ConglomeratesFEMFirst Trust Emerging Markets AlphaDEX Fund$421,226$508,062 ▼-54.7%19,1220.3%ManufacturingXLFFinancial Select Sector SPDR Fund$387,220$32,429 ▼-7.7%8,0120.3%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$344,851$3,369 ▼-1.0%7,6770.2%ETFIHFiShares U.S. Healthcare Providers ETF$337,3700.0%7,0300.2%ETFEMLPFirst Trust North American Energy Infrastructure Fund$329,471$143 ▲0.0%9,2420.2%ETFVTRSViatris$328,220$1,108 ▼-0.3%26,3630.2%MedicalALLSPRING EXCHANGE TRADED FU$313,710$313,710 ▲New Holding12,7080.2%INCOME PLUS ETFJPMJPMorgan Chase & Co.$308,980$35,476 ▼-10.3%1,2890.2%FinanceUSBU.S. Bancorp$282,963$79,541 ▼-21.9%5,9160.2%FinanceAMATApplied Materials$282,326$1,626 ▲0.6%1,7360.2%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$281,718$281,718 ▲New Holding2,9100.2%ETFGEGeneral Electric$280,3870.0%1,6810.2%TransportationXLIIndustrial Select Sector SPDR Fund$277,487$29,251 ▼-9.5%2,1060.2%ETFCMECME Group$275,6580.0%1,1870.2%FinanceIWViShares Russell 3000 ETF$268,069$32,088 ▼-10.7%8020.2%ETFXLYConsumer Discretionary Select Sector SPDR Fund$264,285$449 ▼-0.2%1,1780.2%FinanceVBRVanguard Small-Cap Value ETF$259,2200.0%1,3080.2%ETFCIThe Cigna Group$257,6390.0%9330.2%MedicalRSPTInvesco S&P 500 Equal Weight Technology ETF$252,8470.0%6,7570.2%ETFAVGOBroadcom$234,159$35,472 ▼-13.2%1,0100.2%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$233,457$129,866 ▼-35.7%1,6970.2%ETFBSVVanguard Short-Term Bond ETF$233,279$11,204 ▼-4.6%3,0190.2%ETFMGMMGM Resorts International$214,865$2,495 ▼-1.1%6,2010.1%Consumer DiscretionaryAXPAmerican Express$205,289$205,289 ▲New Holding6920.1%FinanceAAPLApple$203,091$203,091 ▲New Holding8110.1%Computer and TechnologySCHASchwab US Small-Cap ETF$202,510$96,846 ▲91.7%7,8310.1%ETFOCOwens Corning$200,808$5,961 ▼-2.9%1,1790.1%ConstructionWMSAdvanced Drainage Systems$0$220,024 ▼-100.0%00.0%ConstructionDGXQuest Diagnostics$0$210,209 ▼-100.0%00.0%MedicalXLUUtilities Select Sector SPDR Fund$0$203,001 ▼-100.0%00.0%ETFShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
