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Entity | Shares/Amount Change | Position Value Change |
TFLO |
+5,434 | +$275 | MGM |
+5,629 | +$266 | GE |
+1,451 | +$255 | PLTR |
+8,939 | +$206 |
Entity | Shares/Amount Change | Position Value Change |
HYLS |
-6,595 | -$274 |
Entity | Shares/Amount Change | Position Value Change |
IJH |
+61,588 | +$39 | HYMB |
+20,969 | +$550 | ANGL |
+20,533 | +$611 | FNDE |
+12,990 | +$509 | FTSM |
+8,295 | +$492 | FNDF |
+6,930 | +$345 | IHF |
+5,624 | +$14 | FNDA |
+5,559 | +$428 | BND |
+4,868 | +$314 | VTRS |
+4,743 | +$80 |
Entity | Shares/Amount Change | Position Value Change |
DUSA |
-3,441 | +$391 | FPXI |
-3,052 | -$20 | IJR |
-1,962 | -$131 | FNDX |
-1,500 | +$230 | INTC |
-1,420 | -$126 | GOOG |
-899 | -$81 | WFC |
-866 | +$51 | COF |
-570 | +$39 | RSPF |
-521 | +$5 |
Size ($ in 1000's)
At 03/31/2024: $148,179 At 12/31/2023: $135,397
Sebold Capital Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sebold Capital Management Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, we find all stocks held by Sebold Capital Management Inc. to be as follows, presented in the
table below with each row detailing each Sebold Capital Management Inc. position, ordered by largest to smallest position size.
The all-stocks-held-by-Sebold Capital Management Inc. table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Sebold Capital Management Inc. as of the latest filing.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
INVESCO EXCHANGE TRADED FD T (RSP) |
165,926 |
+1,489 |
$28,103 | RSP | 165,926 | +1,489 | $28,103 | VANGUARD INDEX FDS (VO) |
41,785 |
+1,905 |
$10,440 | VO | 41,785 | +1,905 | $10,440 | VANGUARD SPECIALIZED FUNDS (VIG) |
55,133 |
+1,617 |
$10,068 | VIG | 55,133 | +1,617 | $10,068 | SCHWAB STRATEGIC TR |
251,903 |
+12,990 |
$6,993 | FNDE | 251,903 | +12,990 | $6,993 | VANGUARD TAX MANAGED FDS (VEA) |
123,953 |
+4,528 |
$6,219 | VEA | 123,953 | +4,528 | $6,219 | VANGUARD ADMIRAL FDS INC (VIOO) |
61,228 |
+889 |
$6,215 | VIOO | 61,228 | +889 | $6,215 | VANGUARD WORLD FD (VGT) |
11,635 |
+260 |
$6,101 | VGT | 11,635 | +260 | $6,101 | FIRST TR EXCHANGE TRADED FD (FTSM) |
83,371 |
+8,295 |
$4,971 | FTSM | 83,371 | +8,295 | $4,971 | ISHARES TR (IJH) |
78,694 |
+61,588 |
$4,780 | IJH | 78,694 | +61,588 | $4,780 | SCHWAB STRATEGIC TR |
71,397 |
+5,559 |
$4,072 | FNDA | 71,397 | +5,559 | $4,072 | DAVIS FUNDAMENTAL ETF TR (DUSA) |
100,113 |
-3,441 |
$4,042 | DUSA | 100,113 | -3,441 | $4,042 | SCHWAB STRATEGIC TR |
59,348 |
-1,500 |
$3,999 | FNDX | 59,348 | -1,500 | $3,999 | ISHARES TR (IJR) |
35,850 |
-1,962 |
$3,962 | IJR | 35,850 | -1,962 | $3,962 | VANGUARD BD INDEX FDS (BND) |
47,940 |
+4,868 |
$3,482 | BND | 47,940 | +4,868 | $3,482 | COLUMBIA ETF TR II (XCEM) |
93,380 |
-212 |
$2,904 | XCEM | 93,380 | -212 | $2,904 | VANECK ETF TRUST (ANGL) |
82,592 |
+20,533 |
$2,397 | ANGL | 82,592 | +20,533 | $2,397 | SCHWAB STRATEGIC TR |
38,328 |
-454 |
$2,379 | SCHX | 38,328 | -454 | $2,379 | VANGUARD CHARLOTTE FDS (BNDX) |
45,361 |
+2,212 |
$2,231 | BNDX | 45,361 | +2,212 | $2,231 | DAVIS FUNDAMENTAL ETF TR (DINT) |
115,316 |
+1,572 |
$2,224 | DINT | 115,316 | +1,572 | $2,224 | SCHWAB STRATEGIC TR |
59,573 |
+6,930 |
$2,121 | FNDF | 59,573 | +6,930 | $2,121 | SPDR SER TR (SHM) |
39,429 |
-321 |
$1,871 | SHM | 39,429 | -321 | $1,871 | FIRST TR EXCH TRADED FD III (FMB) |
34,556 |
+806 |
$1,775 | FMB | 34,556 | +806 | $1,775 | ISHARES TR (IVV) |
3,009 |
-30 |
$1,582 | IVV | 3,009 | -30 | $1,582 | FIRST TR EXCHANGE TRADED FD (FPXI) |
27,654 |
-3,052 |
$1,277 | FPXI | 27,654 | -3,052 | $1,277 | SPDR SER TR (HYMB) |
48,926 |
+20,969 |
$1,257 | HYMB | 48,926 | +20,969 | $1,257 | SPDR S&P 500 ETF TR (SPY) |
2,217 |
-25 |
$1,160 | SPY | 2,217 | -25 | $1,160 | SPDR S&P MIDCAP 400 ETF TR (MDY) |
1,948 |
-28 |
$1,084 | MDY | 1,948 | -28 | $1,084 | FIRST TR EXCH TRD ALPHDX FD (FEM) |
46,991 |
-144 |
$1,075 | FEM | 46,991 | -144 | $1,075 | SCHWAB STRATEGIC TR |
42,079 |
-131 |
$1,062 | SCHE | 42,079 | -131 | $1,062 | SPDR SER TR (SPLG) |
16,440 |
+1,560 |
$1,012 | SPLG | 16,440 | +1,560 | $1,012 | META PLATFORMS INC |
2,054 |
+711 |
$997 | META | 2,054 | +711 | $997 | CAPITAL ONE FINL CORP |
6,428 |
-570 |
$957 | COF | 6,428 | -570 | $957 | VANECK ETF TRUST (HYD) |
17,850 |
-46 |
$933 | HYD | 17,850 | -46 | $933 | SHOE CARNIVAL INC |
22,573 |
+3,653 |
$827 | SCVL | 22,573 | +3,653 | $827 | AMAZON COM INC |
4,532 |
+487 |
$817 | AMZN | 4,532 | +487 | $817 | WELLS FARGO CO NEW |
10,658 |
-866 |
$618 | WFC | 10,658 | -866 | $618 | ALPHABET INC |
4,017 |
-899 |
$612 | GOOG | 4,017 | -899 | $612 | FIRST TR LRGE CP CORE ALPHA (FEX) |
6,097 |
-52 |
$605 | FEX | 6,097 | -52 | $605 | ISHARES TR (IEFA) |
8,047 |
-16 |
$597 | IEFA | 8,047 | -16 | $597 | VANGUARD WHITEHALL FDS (VYM) |
4,249 |
UNCH |
$514 | VYM | 4,249 | UNCH | $514 | SELECT SECTOR SPDR TR (XLF) |
10,176 |
-175 |
$429 | XLF | 10,176 | -175 | $429 | US BANCORP DEL |
9,219 |
+300 |
$412 | USB | 9,219 | +300 | $412 | INVESCO EXCHANGE TRADED FD T (RSPF) |
6,250 |
-521 |
$402 | RSPF | 6,250 | -521 | $402 | INTEL CORP |
8,988 |
-1,420 |
$397 | INTC | 8,988 | -1,420 | $397 | APPLIED MATLS INC |
1,919 |
+84 |
$396 | AMAT | 1,919 | +84 | $396 | THE CIGNA GROUP |
1,080 |
-89 |
$392 | CI | 1,080 | -89 | $392 | SPDR SER TR (BWX) |
17,474 |
-47 |
$389 | BWX | 17,474 | -47 | $389 | SPDR SER TR (SPSM) |
8,996 |
UNCH |
$387 | SPSM | 8,996 | UNCH | $387 | ISHARES TR (IHF) |
7,030 |
+5,624 |
$383 | IHF | 7,030 | +5,624 | $383 | WISDOMTREE TR |
11,621 |
UNCH |
$380 | DES | 11,621 | UNCH | $380 | MARKEL GROUP INC |
246 |
+49 |
$374 | MKL | 246 | +49 | $374 | FIRST TR EXCHANGE TRADED FD (EMLP) |
11,596 |
+6 |
$342 | EMLP | 11,596 | +6 | $342 | ISHARES TR (IWV) |
1,135 |
-2 |
$341 | IWV | 1,135 | -2 | $341 | ADVANCED DRAIN SYS INC DEL |
1,950 |
-50 |
$336 | WMS | 1,950 | -50 | $336 | VIATRIS INC |
25,818 |
+4,743 |
$308 | VTRS | 25,818 | +4,743 | $308 | SELECT SECTOR SPDR TR (XLI) |
2,447 |
-7 |
$308 | XLI | 2,447 | -7 | $308 | JPMORGAN CHASE & CO |
1,510 |
+25 |
$303 | JPM | 1,510 | +25 | $303 | SELECT SECTOR SPDR TR (XLK) |
1,440 |
-17 |
$300 | XLK | 1,440 | -17 | $300 | SELECT SECTOR SPDR TR (XLV) |
1,990 |
-18 |
$294 | XLV | 1,990 | -18 | $294 | VANGUARD INTL EQUITY INDEX F (VWO) |
7,024 |
UNCH |
$293 | VWO | 7,024 | UNCH | $293 | ISHARES TR (TFLO) |
5,434 |
+5,434 |
$275 | TFLO | 5,434 | +5,434 | $275 | MGM RESORTS INTERNATIONAL |
5,629 |
+5,629 |
$266 | MGM | 5,629 | +5,629 | $266 | CME GROUP INC |
1,213 |
+26 |
$261 | CME | 1,213 | +26 | $261 | GENERAL ELECTRIC CO |
1,451 |
+1,451 |
$255 | GE | 1,451 | +1,451 | $255 | VANGUARD INDEX FDS (VBR) |
1,308 |
UNCH |
$251 | VBR | 1,308 | UNCH | $251 | SELECT SECTOR SPDR TR (XLY) |
1,300 |
-8 |
$239 | XLY | 1,300 | -8 | $239 | VANGUARD WHITEHALL FDS (VYMI) |
3,429 |
UNCH |
$236 | VYMI | 3,429 | UNCH | $236 | FIRST TR MORNINGSTAR DIVID L (FDL) |
6,028 |
UNCH |
$232 | FDL | 6,028 | UNCH | $232 | SCHWAB STRATEGIC TR |
4,641 |
UNCH |
$229 | SCHA | 4,641 | UNCH | $229 | SELECT SECTOR SPDR TR (XLU) |
3,472 |
UNCH |
$228 | XLU | 3,472 | UNCH | $228 | PALANTIR TECHNOLOGIES INC |
8,939 |
+8,939 |
$206 | PLTR | 8,939 | +8,939 | $206 | FIRST TR EXCHANGE TRADED FD |
0 |
-6,595 |
$0 (exited) | HYLS | 0 | -6,595 | $0 |
See Summary: Sebold Capital Management Inc. Top Holdings
See Details: Top 10 Stocks Held By Sebold Capital Management Inc.
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