Sea Crest Wealth Management, LLC Purchases in Q3 2024

Sea Crest Wealth Management, LLC

  • $902 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLU
Utilities Sector Spdr

ETFs
27.6K
+ 392.25%
$67.67 - $80.78 $1.87M - $2.23M
34.6K $2.8M
UBER
Uber Technologies, Inc

Technology
22.8K
+ 93.83%
$58.48 - $77.47 $1.33M - $1.76M
47K $3.54M
KLAC
Kla Corp

Technology
2.12K
+ 49.92%
$696.17 - $892.35 $1.47M - $1.89M
6.36K $4.92M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
11.1K
New
$110.06 - $128.44 $1.22M - $1.43M
11.1K $1.41M
MAA
Mid America Apartment Communities Inc.

Real Estate
7.9K
New
$138.8 - $166.65 $1.1M - $1.32M
7.9K $1.25M
PVAL
Putnam ETF Tr Putnam Focused L
30.8K
New
$35.03 - $37.94 $1.08M - $1.17M
30.8K $1.17M
LAD
Lithia Motors Inc

Consumer Cyclical
2.43K
+ 53.66%
$243.05 - $320.83 $590K - $779K
6.95K $2.21M
REZ
Ishares Tr Residential And Mul

ETFs
11.6K
New
$76.42 - $91.19 $889K - $1.06M
11.6K $1.03M
IBB
Ishares Biotechnology ETF

ETFs
6.85K
+ 203.69%
$135.09 - $149.47 $925K - $1.02M
10.2K $1.49M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7.92K
+ 172.93%
$105.53 - $118.34 $835K - $937K
12.5K $1.46M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.25K
+ 4.66%
$434.77 - $502.96 $542K - $627K
28K $13.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
963
+ 7.89%
$475.2 - $527.7 $458K - $508K
13.2K $6.95M
PFF
Ishares Trust Ishares Pfd And

ETFs
23.1K
+ 144.07%
$31.18 - $33.5 $721K - $775K
39.2K $1.3M
IBM
International Business Machines Corp

Technology
72
+ 0.45%
$175.1 - $223.38 $12.6K - $16.1K
15.9K $3.52M
COST
Costco Wholesale Corp

Consumer Defensive
452
+ 4.6%
$801.83 - $917.05 $362K - $415K
10.3K $9.1M
NTAP
Net App, Inc.

Technology
5.81K
New
$114.18 - $134.62 $664K - $782K
5.81K $717K
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.94K
+ 2.4%
$92.63 - $105.69 $272K - $310K
125K $13M
ABBV
Abb Vie Inc.

Healthcare
679
+ 3.14%
$163.84 - $199.33 $111K - $135K
22.3K $4.4M
CWB
Spdr Bloomberg Convertible Sec

ETFs
8.69K
New
$71.19 - $76.59 $619K - $665K
8.69K $665K
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.11K
New
$283.28 - $314.39 $597K - $663K
2.11K $663K
VNQI
Vanguard Global Ex U.S. Real

ETFs
14K
New
$40.45 - $47.24 $568K - $663K
14K $658K
XAR
Spdr S&P Aerospace & Defense E

ETFs
2.48K
+ 16.91%
$139.03 - $157.34 $345K - $390K
17.1K $2.7M
AVGO
Broadcom Inc.

Technology
75.7K
+ 872.19%
$136.27 - $1745.86 $10.3M - $132M
84.4K $14.6M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
5.64K
+ 111.44%
$100.09 - $100.69 $564K - $568K
10.7K $1.08M
VTV
Vanguard Value ETF

ETFs
2.07K
+ 14.32%
$159.75 - $174.57 $331K - $361K
16.5K $2.88M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.67K
+ 44.39%
$211.47 - $281.27 $565K - $751K
8.69K $2.13M
TRFM
ETF Ser Solutions Aam Transfor
15.3K
+ 108.81%
$30.06 - $35.81 $461K - $549K
29.4K $1.03M
SPY
Spdr S&P 500 ETF Trust

ETFs
64
+ 0.38%
$517.38 - $573.86 $33.1K - $36.7K
16.7K $9.61M
VGT
Vanguard Information Technolog

ETFs
776
+ 12.15%
$514.43 - $606.85 $399K - $471K
7.17K $4.2M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.69K
+ 3.61%
$54.98 - $59.51 $203K - $220K
106K $6.31M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.94K
+ 3.67%
$59.93 - $66.52 $176K - $195K
82.9K $5.51M
PM
Philip Morris International Inc.

Consumer Defensive
304
+ 1.37%
$101.25 - $127.45 $30.8K - $38.7K
22.4K $2.73M
BMY
Bristol Myers Squibb CO

Healthcare
5.58K
+ 35.75%
$39.66 - $51.75 $221K - $289K
21.2K $1.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.35K
+ 91.4%
$162.64 - $179.3 $382K - $421K
4.92K $881K
LMT
Lockheed Martin Corp

Industrials
26
+ 0.72%
$460.3 - $584.56 $12K - $15.2K
3.64K $2.13M
PLTR
Palantir Technologies Inc.

Technology
2.4K
+ 8.15%
$24.09 - $37.95 $57.8K - $91.1K
31.8K $1.18M
JPM
Jpmorgan Chase & CO

Financial Services
970
+ 3.57%
$194.9 - $224.8 $189K - $218K
28.2K $5.94M
DBB
Invesco Db Base Metals Fund

ETFs
20.9K
New
$18.08 - $20.99 $378K - $439K
20.9K $434K
BX
Blackstone Inc.

Financial Services
769
+ 7.33%
$120.77 - $159.66 $92.9K - $123K
11.3K $1.72M
SCHV
Schwab Strategic Tr Us Large C

ETFs
320
+ 0.53%
$73.43 - $80.37 $23.5K - $25.7K
60.2K $4.84M
JNJ
Johnson & Johnson

Healthcare
29
+ 0.12%
$145.48 - $167.38 $4.22K - $4.85K
24.7K $4M
HON
Honeywell International Inc

Industrials
2.17K
+ 25.21%
$196.73 - $220.21 $428K - $479K
10.8K $2.23M
VTI
Vanguard Total Stock Market Et

ETFs
582
+ 4.16%
$255.18 - $283.2 $149K - $165K
14.6K $4.13M
NOW
Service Now, Inc.

Technology
53
+ 1.74%
$730.87 - $937.36 $38.7K - $49.7K
3.1K $2.78M
VB
Vanguard Small Cap ETF

ETFs
1.11K
+ 19.6%
$214.77 - $237.72 $239K - $265K
6.8K $1.61M
FTNT
Fortinet, Inc.

Technology
4.24K
New
$55.39 - $77.55 $235K - $329K
4.24K $328K
SWK
Stanley Black & Decker, Inc.

Industrials
2.83K
New
$77.75 - $110.17 $220K - $312K
2.83K $311K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.83K
+ 14.38%
$49.7 - $56.11 $290K - $327K
46.4K $2.55M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
178
+ 0.45%
$77.02 - $85.06 $13.7K - $15.1K
39.7K $3.35M
Activity Summary
Buys All Purchases 323 New Holdings 59 Increased Positions 264 Sells All Sells 270 Reductions 270 Sold out 0 Options Calls 0 Puts 0
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