Sea Crest Wealth Management, LLC Purchases in Q4 2024

Sea Crest Wealth Management, LLC

  • $916 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
652
+ 0.19%
$221.69 - $259.02 $145K - $169K
353K $88.3M
GOOGL
Alphabet Inc.

Communication Services
1.95K
+ 1.07%
$161.86 - $196.66 $316K - $384K
185K $35.1M
TSLA
Tesla, Inc.

Consumer Cyclical
3.09K
+ 16.85%
$213.65 - $479.86 $661K - $1.48M
21.5K $8.66M
PLTR
Palantir Technologies Inc.

Technology
31.6K
+ 99.37%
$36.46 - $82.38 $1.15M - $2.61M
63.5K $4.8M
WMT
Walmart Inc.

Consumer Defensive
10.8K
+ 19.47%
$79.1 - $95.7 $852K - $1.03M
66.1K $5.97M
USMC
Principal ETF U S Mega Cap

ETFs
24.5K
New
$56.37 - $61.98 $1.38M - $1.52M
24.5K $1.47M
META
Meta Platforms, Inc.

Communication Services
1.78K
+ 8.54%
$554.08 - $632.68 $987K - $1.13M
22.6K $13.3M
SCHG
Schwab Strategic Tr Us Large C

ETFs
385K
+ 308.09%
$25.93 - $105.3 $9.99M - $40.6M
510K $14.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
958
+ 3.42%
$481.22 - $538.17 $461K - $516K
28.9K $14.8M
PVAL
Putnam ETF Tr Putnam Focused L
31.3K
+ 101.61%
$36.85 - $39.99 $1.15M - $1.25M
62.1K $2.31M
CRDO
Credo Technology Group Holding LTD

Technology
7.72K
+ 63.0%
$30.16 - $77.25 $233K - $597K
20K $1.35M
SOUN
Soundhound Ai, Inc.

Technology
47.6K
New
$4.51 - $24.23 $215K - $1.15M
47.6K $944K
JEPI
J P Morgan Exchange Traded Fd

ETFs
19.2K
+ 18.08%
$57.53 - $60.83 $1.1M - $1.17M
125K $7.2M
APP
App Lovin Corp

Technology
2.69K
New
$130.67 - $401.5 $352K - $1.08M
2.69K $872K
CRM
Salesforce, Inc.

Technology
280
+ 2.41%
$270.87 - $367.87 $75.8K - $103K
11.9K $3.98M
RKLB
Rocket Lab Usa, Inc.

Industrials
29.6K
New
$9.23 - $28.44 $273K - $842K
29.6K $753K
ETN
Eaton Corp PLC

Industrials
2.22K
+ 39.28%
$326.96 - $377.52 $727K - $839K
7.88K $2.61M
NFLX
Netflix Inc

Communication Services
19
+ 0.5%
$687.65 - $936.56 $13.1K - $17.8K
3.83K $3.41M
TRFM
ETF Ser Solutions Aam Transfor
15.8K
+ 53.56%
$34.49 - $40.64 $544K - $640K
45.2K $1.71M
BWFG
Bankwell Financial Group, Inc.

Financial Services
20K
New
$27.92 - $34.54 $560K - $692K
20K $624K
PWR
Quanta Services, Inc.

Industrials
1.89K
New
$296.05 - $346.6 $560K - $655K
1.89K $597K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
9.37K
+ 20.2%
$53.94 - $58.15 $505K - $545K
55.7K $3.14M
APLD
Applied Blockchain, Inc.

Financial Services
76.7K
New
$5.97 - $10.68 $458K - $820K
76.7K $577K
VTI
Vanguard Total Stock Market Et

ETFs
1.5K
+ 10.31%
$280.04 - $302.45 $421K - $454K
16.1K $4.66M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
693
+ 5.26%
$521.84 - $558.82 $362K - $387K
13.9K $7.47M
LEU
Centrus Energy Corp

Energy
6.65K
+ 131.07%
$55.8 - $109.53 $371K - $728K
11.7K $780K
VRT
Vertiv Holdings CO

Industrials
5.71K
+ 35.38%
N/A
21.9K $1.89M
WFC
Wells Fargo & Company

Financial Services
3.31K
+ 18.04%
$54.98 - $77.35 $182K - $256K
21.6K $1.52M
SQ
Block, Inc.

Technology
2.27K
+ 14.52%
$65.06 - $98.92 $148K - $224K
17.9K $1.52M
SNOW
Snowflake Inc.

Technology
646
+ 7.23%
$109.65 - $186.51 $70.8K - $120K
9.59K $1.48M
SMMT
Summit Therapeutics Inc.

Healthcare
24.9K
New
$17.52 - $23.46 $436K - $584K
24.9K $444K
VGT
Vanguard Information Technolog

ETFs
289
+ 4.03%
$571.78 - $647.97 $165K - $187K
7.45K $4.63M
CRWD
Crowd Strike Holdings, Inc.

Technology
547
+ 13.84%
$275.15 - $388.2 $151K - $212K
4.5K $1.54M
AFRM
Affirm Holdings, Inc.

Technology
6.35K
New
$38.48 - $72.86 $244K - $463K
6.35K $386K
AXON
Axon Enterprise, Inc.

Industrials
273
+ 24.33%
$399.22 - $689.78 $109K - $188K
1.4K $829K
MO
Altria Group, Inc.

Consumer Defensive
6.06K
+ 13.58%
$49.06 - $57.74 $297K - $350K
50.7K $2.65M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6.29K
New
$58.88 - $64.8 $370K - $408K
6.29K $370K
MS
Morgan Stanley

Financial Services
147
+ 0.92%
$104.42 - $134.99 $15.3K - $19.8K
16.2K $2.03M
VUG
Vanguard Growth ETF

ETFs
580
+ 12.86%
$378.79 - $428.11 $220K - $248K
5.09K $2.09M
COST
Costco Wholesale Corp

Consumer Defensive
53
+ 0.52%
$873.59 - $994.69 $46.3K - $52.7K
10.3K $9.46M
GLD
Spdr Gold Trust

ETFs
1.52K
+ 11.32%
$236.59 - $257.5 $359K - $391K
14.9K $3.61M
IAI
Ishares Tr Us Broker Dealers &

ETFs
2.29K
New
$127.59 - $153.41 $292K - $351K
2.29K $329K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
34.6K
New
$8.24 - $11.07 $285K - $383K
34.6K $323K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.46K
New
$124.61 - $133.96 $306K - $329K
2.46K $316K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
3.89K
New
$81.34 - $96.75 $316K - $376K
3.89K $316K
ACN
Accenture PLC

Technology
880
+ 54.35%
$343.9 - $376.86 $303K - $332K
2.5K $879K
ASML
Asml Holding Nv

Technology
907
+ 38.99%
$658.43 - $872.27 $597K - $791K
3.23K $2.24M
GS
Goldman Sachs Group Inc

Financial Services
266
+ 14.04%
$486.1 - $608.57 $129K - $162K
2.16K $1.24M
PSTG
Pure Storage, Inc.

Technology
4.74K
New
$48.19 - $66.6 $228K - $316K
4.74K $291K
Activity Summary
Buys All Purchases 361 New Holdings 62 Increased Positions 299 Sells All Sells 241 Reductions 241 Sold out 0 Options Calls 0 Puts 0
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