Sebold Capital Management, Inc. Top Holdings and 13F Report (2024) About Sebold Capital Management, Inc.Investment ActivitySebold Capital Management, Inc. has $151.72 million in total holdings as of September 30, 2024.Sebold Capital Management, Inc. owns shares of 69 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 1.93% of the portfolio was purchased this quarter.About 3.67% of the portfolio was sold this quarter.This quarter, Sebold Capital Management, Inc. has purchased 71 new stocks and bought additional shares in 19 stocks.Sebold Capital Management, Inc. sold shares of 39 stocks and completely divested from 6 stocks this quarter.Largest Holdings Invesco S&P 500 Equal Weight ETF $28,905,108Vanguard Dividend Appreciation ETF $10,627,918Vanguard Mid-Cap ETF $10,589,308Schwab Fundamental Emerging Markets Large Company Index ETF $8,184,430Vanguard FTSE Developed Markets ETF $6,276,044 Largest New Holdings this Quarter Janus Henderson B-BBB CLO ETF $270,302 HoldingOwens Corning $214,296 HoldingQuest Diagnostics $210,209 HoldingUtilities Select Sector SPDR Fund $203,001 Holding Largest Purchases this Quarter Schwab Fundamental International Large Company Index ETF 10,344 shares (about $386.55K)Vanguard Total Bond Market ETF 5,091 shares (about $382.39K)Janus Henderson AAA CLO ETF 7,215 shares (about $367.10K)Janus Henderson B-BBB CLO ETF 5,522 shares (about $270.30K)Vanguard Total International Bond ETF 4,496 shares (about $226.06K) Largest Sales this Quarter Vanguard S&P Small-Cap 600 ETF 6,729 shares (about $727.95K)Invesco S&P 500 Equal Weight ETF 3,824 shares (about $685.11K)Vanguard Dividend Appreciation ETF 1,660 shares (about $328.78K)Vanguard Mid-Cap ETF 1,164 shares (about $307.10K)Alphabet 1,075 shares (about $179.73K) 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$28,905,108$685,107 ▼-2.3%161,33719.1%ETFVIGVanguard Dividend Appreciation ETF$10,627,918$328,780 ▼-3.0%53,6607.0%ETFVOVanguard Mid-Cap ETF$10,589,308$307,097 ▼-2.8%40,1377.0%ETFFNDESchwab Fundamental Emerging Markets Large Company Index ETF$8,184,430$105,394 ▲1.3%253,6235.4%ETFVEAVanguard FTSE Developed Markets ETF$6,276,044$8,186 ▼-0.1%118,8424.1%ETFVGTVanguard Information Technology ETF$6,013,095$143,700 ▼-2.3%10,2524.0%ETFFTSMFirst Trust Enhanced Short Maturity ETF$5,580,244$75,496 ▼-1.3%93,2063.7%ManufacturingVIOOVanguard S&P Small-Cap 600 ETF$5,012,223$727,947 ▼-12.7%46,3323.3%ETFIJHiShares Core S&P Mid-Cap ETF$4,478,690$159,290 ▼-3.4%71,8663.0%ETFFNDASchwab Fundamental U.S. Small Company Index ETF$4,452,531$16,501 ▲0.4%74,7452.9%ETFDUSADavis Select U.S. Equity ETF$4,055,558$126,874 ▼-3.0%97,3022.7%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$3,895,103$172,653 ▼-4.2%54,2802.6%ETFBNDVanguard Total Bond Market ETF$3,798,539$382,385 ▲11.2%50,5732.5%ETFIJRiShares Core S&P Small-Cap ETF$3,718,276$45,614 ▼-1.2%31,7912.5%ETFXCEMColumbia EM Core ex-China ETF$3,096,738$81,479 ▲2.7%94,7882.0%ETFFNDFSchwab Fundamental International Large Company Index ETF$2,882,593$386,553 ▲15.5%77,1371.9%ETFDINTDavis Select International ETF$2,840,770$123,824 ▲4.6%118,2891.9%ETFANGLVanEck Fallen Angel High Yield Bond ETF$2,720,837$172,990 ▼-6.0%92,5141.8%ManufacturingBNDXVanguard Total International Bond ETF$2,672,634$226,059 ▲9.2%53,1551.8%ETFFMBFirst Trust Managed Municipal ETF$2,568,435$55,701 ▲2.2%49,4311.7%ManufacturingHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$2,070,420$44,318 ▲2.2%78,8131.4%ETFSCHXSchwab US Large-Cap ETF$2,063,804$6,921 ▼-0.3%30,4171.4%ETFIVViShares Core S&P 500 ETF$1,734,4980.0%3,0071.1%ETFSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$1,666,655$18,149 ▼-1.1%34,6211.1%FinanceSPYSPDR S&P 500 ETF Trust$1,262,846$3,443 ▼-0.3%2,2010.8%FinanceSCHESchwab Emerging Markets Equity ETF$1,157,721$49,110 ▼-4.1%39,6750.8%ETFSPLGSPDR Portfolio S&P 500 ETF$1,099,364$9,857 ▼-0.9%16,2840.7%ETFJAAAJanus Henderson AAA CLO ETF$1,045,127$367,100 ▲54.1%20,5410.7%ETFMDYSPDR S&P MidCap 400 ETF Trust$1,041,339$10,254 ▼-1.0%1,8280.7%ETFMETAMeta Platforms$1,032,110$123,075 ▼-10.7%1,8030.7%Computer and TechnologyFEMFirst Trust Emerging Markets AlphaDEX Fund$1,010,774$40,756 ▼-3.9%42,1860.7%ManufacturingSCVLShoe Carnival$881,6490.0%20,1060.6%Retail/WholesaleCOFCapital One Financial$832,075$93,884 ▼-10.1%5,5570.5%FinanceFPXIFirst Trust International IPO ETF$766,061$120,657 ▼-13.6%15,8410.5%ManufacturingAMZNAmazon.com$765,630$6,149 ▲0.8%4,1090.5%Retail/WholesaleWFCWells Fargo & Company$517,872$55,420 ▼-9.7%9,1670.3%FinanceIEFAiShares Core MSCI EAFE ETF$510,135$11,161 ▼-2.1%6,5360.3%ETFFEXFirst Trust Large Cap Core AlphaDEX Fund$504,178$93,648 ▼-15.7%4,8400.3%ETFGOOGAlphabet$470,975$179,730 ▼-27.6%2,8170.3%Computer and TechnologyRSPFInvesco S&P 500 Equal Weight Financials ETF$420,660$276 ▲0.1%6,0980.3%ETFXLVHealth Care Select Sector SPDR Fund$406,767$9,857 ▼-2.4%2,6410.3%ETFIHFiShares U.S. Healthcare Providers ETF$401,4840.0%7,0300.3%ETFMKLMarkel Group$393,714$6,274 ▲1.6%2510.3%Multi-Sector ConglomeratesXLFFinancial Select Sector SPDR Fund$393,514$3,943 ▼-1.0%8,6830.3%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$352,7940.0%7,7520.2%ETFAMATApplied Materials$348,739$8,486 ▼-2.4%1,7260.2%Computer and TechnologyUSBU.S. Bancorp$346,567$19,983 ▼-5.5%7,5790.2%FinancePLTRPalantir Technologies$323,864$10,044 ▼-3.0%8,7060.2%Business ServicesCIThe Cigna Group$323,229$38,801 ▼-10.7%9330.2%MedicalXLKTechnology Select Sector SPDR Fund$323,063$2,032 ▼-0.6%1,4310.2%ETFGEGeneral Electric$317,014$20,933 ▲7.1%1,6810.2%TransportationXLIIndustrial Select Sector SPDR Fund$315,305$14,628 ▼-4.4%2,3280.2%ETFEMLPFirst Trust North American Energy Infrastructure Fund$310,411$134 ▲0.0%9,2380.2%ETFVTRSViatris$307,108$26,390 ▲9.4%26,4520.2%MedicalJPMJPMorgan Chase & Co.$303,098$2,320 ▲0.8%1,4370.2%FinanceIWViShares Russell 3000 ETF$293,404$1,634 ▼-0.6%8980.2%ETFJBBBJanus Henderson B-BBB CLO ETF$270,302$270,302 ▲New Holding5,5220.2%ETFVBRVanguard Small-Cap Value ETF$262,6210.0%1,3080.2%ETFCMECME Group$261,9120.0%1,1870.2%FinanceRSPTInvesco S&P 500 Equal Weight Technology ETF$254,7390.0%6,7570.2%ETFBSVVanguard Short-Term Bond ETF$248,976$4,564 ▼-1.8%3,1640.2%ETFMGMMGM Resorts International$245,212$2,150 ▲0.9%6,2730.2%Consumer DiscretionaryXLYConsumer Discretionary Select Sector SPDR Fund$236,437$16,831 ▼-6.6%1,1800.2%FinanceWMSAdvanced Drainage Systems$220,024$31,432 ▼-12.5%1,4000.1%ConstructionOCOwens Corning$214,296$214,296 ▲New Holding1,2140.1%ConstructionSCHASchwab US Small-Cap ETF$210,429$7,262 ▼-3.3%4,0860.1%ETFDGXQuest Diagnostics$210,209$210,209 ▲New Holding1,3540.1%MedicalXLUUtilities Select Sector SPDR Fund$203,001$203,001 ▲New Holding2,5130.1%ETFAVGOBroadcom$200,618$173,880 ▲650.3%1,1630.1%Computer and TechnologyVYMVanguard High Dividend Yield ETF$0$442,378 ▼-100.0%00.0%ETFVWOVanguard FTSE Emerging Markets ETF$0$252,014 ▼-100.0%00.0%ETFINTCIntel$0$242,124 ▼-100.0%00.0%Computer and TechnologyDESWisdomTree U.S. SmallCap Dividend Fund$0$239,451 ▼-100.0%00.0%FinanceBWXSPDR Bloomberg Barclays International Treasury Bond ETF$0$229,001 ▼-100.0%00.0%FinanceVYMIVanguard International High Dividend Yield ETF$0$219,296 ▼-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. 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