Portfolio (Quarterly)
Guide ↗
Seed Wealth Management, Inc.
· CIK 0001963728| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | META | META PLATFORMS INC | Communication Services | 429.0 | $242K | 0.15% | -105.0 | -19.7% | $563.29 | +2.6% |
| 22 | PGR | PROGRESSIVE CORP | Financial Services | 987.0 | $216K | 0.14% | -285.0 | -22.4% | $218.45 | +0.1% |
| 23 | INFY | INFOSYS LTD | Technology | 11,960.0 | $125K | 0.08% | -2K | -14.3% | $10.49 | +14.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
42.3%
Financial Services
21.6%
Healthcare
12.2%
Industrials
7.0%
Consumer Cyclical
6.9%
Energy
5.1%
Consumer Defensive
2.9%
Communication Services
1.0%
Basic Materials
0.9%