Seaview Investment Managers LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Seaview Investment Managers LLC reported 133 stock positions worth $471.8 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 5.2% of the portfolio, followed by Nvidia (NVDA, 5.0%) and Meta Platforms Class A (META, 4.2%). Compared with Q1 2025, it opened 26 new positions, sold out of 20, added to 64 and reduced 34. The biggest buy was a new position in Netflix (NFLX) and the biggest sale an exit from Novartis AG-Sponsored ADR (NVS).
- Most Recent 13F
- Q2 2026
- Location
- MIAMI, FL
- CIK
- 0001832158
- Portfolio Value
- $471.8M (Q2 2025)
- SEC Filing
- 0001832158-25-000005 ↗ filed Aug 13, 2025
Holdings Value
Holdings 133 stocks · $471.8M
| QQQ Invesco QQQ Trust Series 1 | 5.18% | 44,302 | $24.4M | Add +8.3% |
| NVDA Nvidia Corp. | 5.00% | 149,343 | $23.6M | Reduce -2.6% |
| META Meta Platforms Inc. Class A | 4.19% | 26,785 | $19.8M | Reduce -0.7% |
| MSFT Microsoft Corp. | 4.09% | 38,794 | $19.3M | Add +0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.68% | 28,102 | $17.4M | Reduce -9.8% |
| AMZN Amazon.com Inc. | 3.65% | 78,482 | $17.2M | Add +2.4% |
| GOOGL Alphabet Inc. Class A | 3.48% | 93,252 | $16.4M | Add +2.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.23% | 31,334 | $15.2M | Add +4.4% |
| ORCL Oracle Corp. | 3.13% | 67,565 | $14.8M | Add +5.3% |
| UBER Uber Technologies Inc. | 3.05% | 154,078 | $14.4M | Add +0.5% |
| TSM Taiwan Semiconductor-SP ADR | 2.92% | 60,903 | $13.8M | Add +1.1% |
| NFLX Netflix Inc. | 2.92% | 10,292 | $13.8M | New |
| AMD Advanced Micro Devices | 2.89% | 96,036 | $13.6M | Add +2823.5% |
| ASML ASML Holding NV-NY Reg SHS | 2.73% | 16,100 | $12.9M | Add +0.4% |
| B Barrick Mining Corp. | 2.73% | 617,693 | $12.9M | Reduce -1.3% |
| CEG Constellation Energy | 2.56% | 37,465 | $12.1M | Add +2150.2% |
| ABT Abbott Laboratories | 2.35% | 81,373 | $11.1M | New |
| CRM Salesforce Inc. | 2.34% | 40,485 | $11.0M | Add +18.4% |
| TMUS T-Mobile US Inc. | 2.19% | 43,403 | $10.3M | Add +0.2% |
| LLY Eli Lilly & Co. | 2.19% | 13,246 | $10.3M | Reduce -6.7% |
| HCA HCA Healthcare Inc. | 2.18% | 26,844 | $10.3M | New |
| ADBE Adobe Inc. | 2.10% | 25,634 | $9.9M | Add +3.9% |
| HEFA Isha Curr Hedged MSCI Eafe | 2.06% | 256,590 | $9.7M | Reduce -1.4% |
| ALL Allstate Corp. | 2.06% | 48,226 | $9.7M | New |
| PGR Progressive Corp. | 1.95% | 34,518 | $9.2M | Add +3.3% |
| FISV Fiserv Inc. | 1.81% | 49,467 | $8.5M | Add +8.2% |
| ET Energy Transfer LP | 1.64% | 425,558 | $7.7M | Add +3021.8% |
| XMMO Invesco S&P Midcap Momentum | 1.39% | 51,004 | $6.6M | Add +1550.1% |
| AVGO Broadcom Inc. | 1.37% | 23,417 | $6.5M | Reduce -71.6% |
| SPLV Invesco S&P 500 Low Volatili | 1.33% | 86,404 | $6.3M | New |
| JQUA JPMorgan US Quality Factor | 1.30% | 101,912 | $6.1M | New |
| AAPL Apple Inc. | 0.92% | 21,210 | $4.4M | Reduce -68.5% |
| GLD SPDR Gold Shares | 0.66% | 10,255 | $3.1M | Add +1.1% |
| PHYS Sprott Physical Gold Trust | 0.53% | 97,920 | $2.5M | Reduce -8.8% |
| PANW Palo Alto Networks Inc. | 0.48% | 11,083 | $2.3M | Add +35.4% |
| WPM Wheaton Precious Metals Corp. | 0.42% | 22,086 | $2.0M | Add +1.2% |
| PLTR Palantir Technologies Inc. Class A | 0.34% | 11,842 | $1.6M | Add +231.2% |
| DTCR Global X Data Center & Digit | 0.31% | 79,327 | $1.5M | Add +385.9% |
| IBIT iShares Bitcoin Trust ETF | 0.30% | 23,202 | $1.4M | Add +132.1% |
| V Visa Inc. Class A | 0.30% | 3,979 | $1.4M | Add +9.3% |
| UNH Unitedhealth Group Inc. | 0.29% | 4,437 | $1.4M | Add +103.6% |
| CIBR First Trust Nasdaq Cybersecu | 0.29% | 17,907 | $1.4M | New |
| AIQ Global X Art Intel & Tech | 0.28% | 30,470 | $1.3M | Reduce -8.8% |
| PAVE Global X US Infrastructure | 0.28% | 30,543 | $1.3M | Reduce -12.4% |
| DELL Dell Technologies -C | 0.28% | 10,706 | $1.3M | Reduce -2.4% |
| BX Blackstone Inc. | 0.28% | 8,728 | $1.3M | Add +78.3% |
| GRID First TRST Nasd Class Edg Sgiif | 0.27% | 9,249 | $1.3M | Reduce -9.4% |
| ABBV Abbvie Inc. | 0.27% | 6,787 | $1.3M | Add +5.1% |
| AXP American Express Co. | 0.26% | 3,886 | $1.2M | Add +18.3% |
| SAP Sap SE-Sponsored ADR | 0.26% | 4,030 | $1.2M | New |
| MOO Vaneck Agribusiness ETF | 0.26% | 16,427 | $1.2M | New |
| WMT Walmart Inc. | 0.26% | 12,362 | $1.2M | Add +23.4% |
| JPM JPMorgan Chase & Co. | 0.24% | 3,911 | $1.1M | Add +23.5% |
| RSP Invesco S&P 500 Equal Weight | 0.23% | 6,059 | $1.1M | Reduce -89.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.22% | 2,363 | $1.0M | Add +127.2% |
| COST Costco Wholesale Corp. | 0.21% | 1,020 | $1.0M | Add +47.8% |
| MCD McDonald's Corp. | 0.21% | 3,352 | $979K | Add +48.7% |
| RACE Ferrari NV | 0.20% | 1,940 | $947K | Reduce -1.3% |
| CLOZ Eldridge BBB-B Clo ETF | 0.20% | 34,882 | $933K | Add +11.6% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.19% | 21,024 | $907K | Add +12.9% |
| AEM Agnico Eagle Mines Ltd. | 0.19% | 7,608 | $905K | Add +38.6% |
| FALN iShares Fallen Angels ETF | 0.19% | 33,305 | $904K | Add +13.6% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.19% | 35,186 | $897K | Add +13.2% |
| HON Honeywell International Inc. | 0.19% | 3,807 | $887K | New |
| IBHH iShares Ibonds 2028 TM HY Inc. | 0.19% | 37,163 | $882K | Add +13.4% |
| XOM Exxon Mobil Corp. | 0.19% | 8,099 | $873K | Add +6.3% |
| PG The Procter & Gamble Co. | 0.18% | 5,391 | $859K | Add +14.1% |
| CI The Cigna Group | 0.18% | 2,575 | $851K | Reduce -5.7% |
| PSLV Sprott Physical Silver Trust | 0.18% | 68,777 | $842K | Add +0.4% |
| JEPI JPMorgan Equity Premium Inco | 0.18% | 14,697 | $836K | Add +6.8% |
| SPYI Neos S&P 500 High Income ETF | 0.17% | 16,224 | $816K | Add +5.7% |
| SPPP Sprott Physical Platinum And | 0.17% | 68,167 | $800K | Add +1.5% |
| TSLA Tesla Inc. | 0.16% | 2,336 | $742K | Add +191.6% |
| NTR Nutrien Ltd. | 0.15% | 12,375 | $720K | No change |
| SMH Vaneck Semiconductor ETF | 0.15% | 2,574 | $718K | Reduce -53.5% |
| ETN Eaton Corp. PLC | 0.15% | 1,998 | $713K | Add +4.2% |
| YYY Amplify Cef High Income ETF | 0.14% | 58,324 | $683K | Add +7.9% |
| GOOG Alphabet Inc. Class C | 0.14% | 3,737 | $663K | Reduce -2.2% |
| LVHI Franklin International Low V | 0.14% | 20,323 | $662K | Add +7.1% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.14% | 8,085 | $660K | New |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.14% | 12,045 | $655K | Add +8.1% |
| ESPO Vaneck Videogaming Esports | 0.14% | 5,824 | $638K | New |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.14% | 5,729 | $637K | New |
| INDY iShares India 50 ETF | 0.13% | 11,403 | $620K | New |
| EWG iShares MSCI Germany ETF | 0.13% | 14,633 | $619K | New |
| VIG Vanguard Dividend Apprec ETF | 0.13% | 2,969 | $608K | Reduce -93.8% |
| PPLT Abrdn Physical Platinum SHRS | 0.13% | 4,847 | $596K | New |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.12% | 6,000 | $552K | No change |
| LRCX Lam Research Corp. | 0.11% | 5,301 | $516K | Add +2.5% |
| NOW ServiceNow Inc. | 0.10% | 478 | $491K | Reduce -2.0% |
| ADSK Autodesk Inc. | 0.10% | 1,537 | $476K | Reduce -2.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.09% | 1,435 | $423K | Reduce -2.5% |
| VOO Vanguard S&P 500 ETF | 0.09% | 734 | $417K | Add +1.1% |
| PAAS Pan American Silver Corp. | 0.08% | 13,959 | $396K | Add +0.3% |
| SHEL Shell PLC-ADR | 0.08% | 5,445 | $383K | Reduce -3.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.08% | 729 | $371K | Add +2.7% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.08% | 6,908 | $368K | New |
| IYW iShares Ustechnology ETF | 0.08% | 2,121 | $368K | Reduce -79.7% |
| ARKB ARK 21SHARES Bitcoin ETF | 0.08% | 10,000 | $358K | New |
| BABA Alibaba Group Holding-SP ADR | 0.07% | 3,119 | $354K | Reduce -14.8% |
Options reported separately and not counted above: DIREXION SHS ETF TR calls ($16K).
Portfolio Sells Q1 2025 → Q2 2025
| NVS Novartis AG-Sponsored ADR | Sold out | 0.00% | −2.72 |
| AAPL Apple Inc. | Reduce -68.5% | 0.92% | −2.71 |
| SYK Stryker Corp. | Reduce -98.0% | 0.05% | −2.45 |
| MU Micron Technology Inc. | Reduce -97.5% | 0.07% | −2.32 |
| GS Goldman Sachs Group Inc. | Reduce -97.5% | 0.07% | −2.24 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −2.23 |
| RSP Invesco S&P 500 Equal Weight | Reduce -89.2% | 0.23% | −2.14 |
| VIG Vanguard Dividend Apprec ETF | Reduce -93.8% | 0.13% | −2.12 |
| AVGO Broadcom Inc. | Reduce -71.6% | 1.37% | −1.99 |
| LLY Eli Lilly & Co. | Reduce -6.7% | 2.19% | −0.66 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -9.8% | 3.68% | −0.55 |
| XLRE SS Real Estate Select Sector | Sold out | 0.00% | −0.35 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.34 |
| SKYY First Trust Cloud Computing | Sold out | 0.00% | −0.33 |
| AIRR First Trust Rba American Ind | Sold out | 0.00% | −0.31 |
| IAI iShares U.S. Broker-Dealers | Sold out | 0.00% | −0.31 |
| IYW iShares Ustechnology ETF | Reduce -79.7% | 0.08% | −0.28 |
| PEP Pepsico Inc. | Reduce -80.4% | 0.05% | −0.27 |
| B Barrick Mining Corp. | Reduce -1.3% | 2.73% | −0.23 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -1.4% | 2.06% | −0.23 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.19 |
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −0.16 |
| HIGH Simplify Enhanced Income ETF | Sold out | 0.00% | −0.16 |
| SMH Vaneck Semiconductor ETF | Reduce -53.5% | 0.15% | −0.13 |
| SOXL Direx Dail Semi Bu 3X Et-Usd | Sold out | 0.00% | −0.12 |
| PHYS Sprott Physical Gold Trust | Reduce -8.8% | 0.53% | −0.10 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.10 |
| SCCO Southern Copper Corp. | Sold out | 0.00% | −0.08 |
| SFM Sprouts Farmers Market Inc. | Sold out | 0.00% | −0.07 |
| TEM Tempus AI Inc. Class A | Sold out | 0.00% | −0.06 |
| MAG Mag Silver Corp. | Sold out | 0.00% | −0.06 |
| LABU DRXN DLY S&P BT BL 3X ETF-Ui | Sold out | 0.00% | −0.05 |
| BABA Alibaba Group Holding-SP ADR | Reduce -14.8% | 0.07% | −0.04 |
| CI The Cigna Group | Reduce -5.7% | 0.18% | −0.04 |
| PAVE Global X US Infrastructure | Reduce -12.4% | 0.28% | −0.04 |
| SHEL Shell PLC-ADR | Reduce -3.1% | 0.08% | −0.02 |
| OXY Occidental Petroleum Corp. | Reduce -3.4% | 0.04% | −0.02 |
| REZ Ishars Res and Multi Reales | Reduce -9.0% | 0.05% | −0.01 |
| AIQ Global X Art Intel & Tech | Reduce -8.8% | 0.28% | −0.01 |
| GRAB Grab Holdings Ltd. Class A | Sold out | 0.00% | −0.01 |
| SLV iShares Silver Trust | Reduce -7.3% | 0.05% | −0.01 |
| GRID First TRST Nasd Class Edg Sgiif | Reduce -9.4% | 0.27% | −0.01 |
| GOOG Alphabet Inc. Class C | Reduce -2.2% | 0.14% | −0.00 |
| STI Solidion Technology Inc. | Sold out | 0.00% | −0.00 |
| RACE Ferrari NV | Reduce -1.3% | 0.20% | −0.00 |
| XFOR X4 Pharmaceuticals Inc. | Sold out | 0.00% | −0.00 |
| C Citigroup Inc. | Reduce -4.7% | 0.07% | −0.00 |
| IBM Intl Business Machines Corp. | Reduce -2.5% | 0.09% | +0.00 |
| ADSK Autodesk Inc. | Reduce -2.2% | 0.10% | +0.00 |
| SNPS Synopsys Inc. | Reduce -2.4% | 0.07% | +0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| NFLX Netflix Inc. | New | 2.92% | +2.92 |
| AMD Advanced Micro Devices | Add +2823.5% | 2.89% | +2.81 |
| CEG Constellation Energy | Add +2150.2% | 2.56% | +2.48 |
| ABT Abbott Laboratories | New | 2.35% | +2.35 |
| HCA HCA Healthcare Inc. | New | 2.18% | +2.18 |
| ALL Allstate Corp. | New | 2.06% | +2.06 |
| ET Energy Transfer LP | Add +3021.8% | 1.64% | +1.57 |
| SPLV Invesco S&P 500 Low Volatili | New | 1.33% | +1.33 |
| XMMO Invesco S&P Midcap Momentum | Add +1550.1% | 1.39% | +1.31 |
| JQUA JPMorgan US Quality Factor | New | 1.30% | +1.30 |
| ORCL Oracle Corp. | Add +5.3% | 3.13% | +0.95 |
| MSFT Microsoft Corp. | Add +0.8% | 4.09% | +0.58 |
| QQQ Invesco QQQ Trust Series 1 | Add +8.3% | 5.18% | +0.52 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.1% | 2.92% | +0.49 |
| UBER Uber Technologies Inc. | Add +0.5% | 3.05% | +0.33 |
| CIBR First Trust Nasdaq Cybersecu | New | 0.29% | +0.29 |
| PLTR Palantir Technologies Inc. Class A | Add +231.2% | 0.34% | +0.27 |
| SAP Sap SE-Sponsored ADR | New | 0.26% | +0.26 |
| MOO Vaneck Agribusiness ETF | New | 0.26% | +0.26 |
| DTCR Global X Data Center & Digit | Add +385.9% | 0.31% | +0.25 |
| HON Honeywell International Inc. | New | 0.19% | +0.19 |
| IBIT iShares Bitcoin Trust ETF | Add +132.1% | 0.30% | +0.19 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.4% | 2.73% | +0.15 |
| PANW Palo Alto Networks Inc. | Add +35.4% | 0.48% | +0.14 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | New | 0.14% | +0.14 |
| ESPO Vaneck Videogaming Esports | New | 0.14% | +0.14 |
| NLR Vaneck Urani & Nuclr ETF-Usd | New | 0.14% | +0.14 |
| INDY iShares India 50 ETF | New | 0.13% | +0.13 |
| EWG iShares MSCI Germany ETF | New | 0.13% | +0.13 |
| PPLT Abrdn Physical Platinum SHRS | New | 0.13% | +0.13 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +127.2% | 0.22% | +0.13 |
| BX Blackstone Inc. | Add +78.3% | 0.28% | +0.11 |
| CRM Salesforce Inc. | Add +18.4% | 2.34% | +0.11 |
| TSLA Tesla Inc. | Add +191.6% | 0.16% | +0.11 |
| AMZN Amazon.com Inc. | Add +2.4% | 3.65% | +0.11 |
| IGIB iShares 5-10Y Inv Grade Corp. | New | 0.08% | +0.08 |
| ARKB ARK 21SHARES Bitcoin ETF | New | 0.08% | +0.08 |
| SHV iShares 0-1 Year Treasury Bo | New | 0.07% | +0.07 |
| GOOGL Alphabet Inc. Class A | Add +2.4% | 3.48% | +0.06 |
| COST Costco Wholesale Corp. | Add +47.8% | 0.21% | +0.06 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.05% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +23.5% | 0.24% | +0.05 |
| KO The Coca-Cola Co. | New | 0.05% | +0.05 |
| AXP American Express Co. | Add +18.3% | 0.26% | +0.05 |
| FDN First Trust DJ Internet Ind | New | 0.05% | +0.05 |
| AEM Agnico Eagle Mines Ltd. | Add +38.6% | 0.19% | +0.05 |
| VRT Vertiv Holdings Co. Class A | New | 0.05% | +0.05 |
| DIS The Walt Disney Co. | New | 0.04% | +0.04 |
| WMT Walmart Inc. | Add +23.4% | 0.26% | +0.04 |
| FPE FT-Preferred Secur & Inc. ETF | New | 0.04% | +0.04 |
Options Activity Q1 2025 → Q2 2025
| DIREXION SHS ETF TR | call | New | 10,000 | $16K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 93 | $334.8M | QQQ, AMD, MU, TSM, ASML |
| Q1 2026 | 73 | $277.4M | ASML, TSM, QQQ, SPY, GOOGL |
| Q4 2025 | 71 | $265.9M | QQQ, SPY, GOOGL, TSM, NVDA |
| Q3 2025 | 75 | $270.7M | QQQ, SPY, ASML, GOOGL, B |
| Q2 2025Amended | 133 | $471.8M | QQQ, NVDA, META, MSFT, SPY |
| Q1 2025Amended | 127 | $411.5M | QQQ, SPY, NVDA, BRK.B, META |
| Q4 2024 | 107 | $361.5M | SPY, QQQ, AVGO, NVDA, AMZN |
| Q3 2024 | 82 | $332.5M | NVDA, ORCL, SPY, AAPL, WMT |
| Q2 2024 | 92 | $332.3M | SPY, QQQ, NVDA, AMZN, AAPL |
| Q1 2024 | 92 | $332.2M | SPY, NVDA, QQQ, META, AMZN |