Sea Crest Wealth Management, LLC Purchases in Q3 2025

Sea Crest Wealth Management, LLC

  • $882 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
474
+ 0.4%
$175.16 - $255.24 $83K - $121K
118K $28.7M
PSLV
Sprott Physical Silver Trust

Financial Services
168K
+ 153.52%
$12.24 - $15.73 $2.05M - $2.64M
277K $4.35M
SCHG
Schwab Strategic Tr Us Large C

ETFs
14K
+ 2.71%
$28.92 - $32.19 $405K - $451K
530K $16.9M
HOOD
Robinhood Markets, Inc.

Technology
31
+ 0.09%
$91.27 - $143.18 $2.83K - $4.44K
33.6K $4.81M
GLD
Spdr Gold Trust

ETFs
1.41K
+ 9.13%
$300.96 - $355.47 $423K - $499K
16.8K $5.97M
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
32.1K
New
$36.71 - $38.11 $1.18M - $1.22M
32.1K $1.22M
VGT
Vanguard Information Technolog

ETFs
410
+ 4.96%
$656.44 - $753.15 $269K - $309K
8.67K $6.48M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
46.2K
New
$15.38 - $20.2 $710K - $933K
46.2K $932K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
421
+ 2.82%
$567.77 - $614.76 $239K - $259K
15.4K $9.41M
PVAL
Putnam ETF Tr Putnam Focused L
15.3K
+ 16.87%
$39.93 - $42.72 $612K - $655K
106K $4.54M
MP
Mp Materials Corp.

Basic Materials
12.4K
New
$30.03 - $77.13 $372K - $954K
12.4K $829K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
16.1K
New
$46.97 - $48.89 $754K - $785K
16.1K $784K
SITM
Sitime Corp

Technology
2.47K
New
$190.16 - $318.05 $470K - $786K
2.47K $744K
IEF
Ishares Barclays

ETFs
7.68K
New
$93.91 - $97.26 $721K - $747K
7.68K $740K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
14.4K
New
$50.47 - $50.74 $726K - $730K
14.4K $729K
AVAV
Aero Vironment Inc

Industrials
2.26K
New
$226.08 - $314.89 $511K - $712K
2.26K $711K
BND
Vanguard Bd Index Fd Inc Total

ETFs
9.09K
+ 139.53%
$72.57 - $74.72 $660K - $679K
15.6K $1.16M
SOFI
So Fi Technologies, Inc.

Financial Services
22.2K
New
$17.64 - $29.81 $391K - $661K
22.2K $585K
CVX
Chevron Corp

Energy
1.75K
+ 7.02%
$145.57 - $161.83 $255K - $284K
26.7K $4.15M
LOW
Lowes Companies Inc

Consumer Cyclical
1.45K
+ 20.71%
$215.01 - $273.02 $311K - $395K
8.43K $2.12M
C
Citigroup Inc

Financial Services
3.63K
+ 31.05%
$85.57 - $103.49 $310K - $375K
15.3K $1.55M
INTC
Intel Corp

Technology
8.7K
+ 37.64%
$19.31 - $35.5 $168K - $309K
31.8K $1.07M
ACM
Aecom

Industrials
4K
New
$111.08 - $132.99 $445K - $532K
4K $522K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
594
+ 8.99%
$275.84 - $326.36 $164K - $194K
7.2K $2.35M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.1K
+ 0.46%
$23.82 - $25.84 $26.3K - $28.5K
242K $6.23M
VO
Vanguard Mid Cap ETF

ETFs
1.1K
+ 12.35%
$279.83 - $293.74 $307K - $323K
9.99K $2.93M
FSLR
First Solar, Inc.

Technology
1.96K
New
$160.84 - $223.53 $316K - $439K
1.96K $432K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
14.1K
New
$28.95 - $29.73 $408K - $419K
14.1K $418K
URI
United Rentals, Inc.

Industrials
177
+ 15.39%
$774.14 - $975.23 $137K - $173K
1.33K $1.27M
IBTM
Ishares Tr Ibonds Dec 2032 Ter
16.7K
New
$22.63 - $23.3 $377K - $389K
16.7K $385K
FPE
First Tr Pfd Secs & Income ETF

ETFs
20.1K
+ 82.43%
$17.81 - $18.39 $358K - $369K
44.4K $810K
JCPB
J P Morgan Exchange Traded Fd

ETFs
7.84K
New
$46.37 - $47.77 $364K - $375K
7.84K $372K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.43K
+ 40.57%
$128.6 - $136.01 $313K - $331K
8.43K $1.14M
AGNC
Agnc Investment Corp.

Real Estate
31.5K
+ 32.3%
$9.2 - $10.37 $290K - $326K
129K $1.26M
USCI
United States Commodity Index Funds Trust

ETFs
4.68K
New
$72.95 - $78.86 $341K - $369K
4.68K $364K
IYW
Ishares Dj Us Tech ETF

ETFs
617
+ 6.27%
$171.38 - $197.01 $106K - $122K
10.5K $2.05M
JCI
Johnson Controls International PLC

Industrials
2.93K
+ 60.83%
$103.24 - $111.73 $302K - $327K
7.74K $850K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
4.23K
+ 9.13%
$43.65 - $46.42 $185K - $196K
50.6K $2.35M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
5.71K
+ 30.9%
$50.9 - $52.37 $290K - $299K
24.2K $1.26M
APLD
Applied Blockchain, Inc.

Financial Services
4.52K
+ 28.06%
$9.18 - $24.67 $41.5K - $111K
20.6K $472K
ETR
Entergy Corp

Utilities
3.33K
New
$80.93 - $93.55 $269K - $311K
3.33K $310K
TRFM
ETF Ser Solutions Aam Transfor
48
+ 0.09%
$42.56 - $49.21 $2.04K - $2.36K
53.9K $2.61M
LEN
Lennar Corp

Consumer Cyclical
2.43K
New
$107.73 - $142.4 $262K - $346K
2.43K $306K
FANG
Diamondback Energy, Inc.

Energy
2.08K
New
$134.53 - $152.5 $279K - $316K
2.08K $296K
UI
Ubiquiti Inc.

Technology
449
New
$388.83 - $660.58 $175K - $297K
449 $296K
FCAL
First Tr Iii Calif Mun High In

ETFs
5.92K
New
$47.44 - $48.99 $281K - $290K
5.92K $288K
VTV
Vanguard Value ETF

ETFs
676
+ 4.1%
$175.51 - $186.57 $119K - $126K
17.2K $3.2M
MU
Micron Technology Inc

Technology
111
+ 1.83%
$104.88 - $168.89 $11.6K - $18.7K
6.17K $1.03M
DASH
Door Dash, Inc.

Communication Services
1K
New
$234.5 - $272.5 $235K - $273K
1K $272K
Activity Summary
Buys All Purchases 242 New Holdings 68 Increased Positions 174 Sells All Sells 357 Reductions 357 Sold out 0 Options Calls 0 Puts 0
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