Sea Crest Wealth Management, LLC Purchases in Q2 2025

Sea Crest Wealth Management, LLC

  • $874 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.77K
+ 9.15%
$416.06 - $551.64 $1.15M - $1.53M
33K $18.2M
META
Meta Platforms, Inc.

Communication Services
284
+ 1.25%
$484.66 - $738.09 $138K - $210K
22.9K $16.9M
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
105K
New
$30.77 - $35.62 $3.22M - $3.73M
105K $3.73M
PLTR
Palantir Technologies Inc.

Technology
4.75K
+ 9.07%
$74.01 - $144.25 $352K - $685K
57.2K $7.79M
SCHG
Schwab Strategic Tr Us Large C

ETFs
30.3K
+ 6.23%
$22.27 - $29.21 $674K - $884K
516K $15.1M
NFLX
Netflix Inc

Communication Services
879
+ 21.68%
$855.86 - $1339.13 $752K - $1.18M
4.93K $6.61M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
134K
+ 254.47%
$18.96 - $20.43 $2.54M - $2.74M
187K $3.81M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
27.5K
+ 126.29%
$71.28 - $83.74 $1.96M - $2.3M
49.2K $4.12M
HOOD
Robinhood Markets, Inc.

Technology
14.8K
+ 79.11%
$34.17 - $93.63 $506K - $1.39M
33.5K $3.14M
EWW
Ishares Inc Msci Mexico ETF

ETFs
28.3K
New
N/A
28.3K $1.61M
IDA
Idacorp Inc

Utilities
11.7K
New
$111.01 - $119.72 $1.3M - $1.4M
11.7K $1.35M
VGT
Vanguard Information Technolog

ETFs
350
+ 4.42%
$470.37 - $663.28 $165K - $232K
8.26K $5.48M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
630
+ 4.4%
$456.74 - $568.03 $288K - $358K
14.9K $8.49M
GLDM
World Gold Trust

ETFs
16.3K
+ 108.61%
$58.96 - $67.97 $958K - $1.1M
31.2K $2.05M
TRFM
ETF Ser Solutions Aam Transfor
14.6K
+ 37.13%
$29.9 - $43.19 $436K - $630K
53.9K $2.3M
GE
General Electric CO

Industrials
263
+ 1.85%
$166.81 - $257.39 $43.9K - $67.7K
14.5K $3.73M
NOW
Service Now, Inc.

Technology
184
+ 6.19%
$721.65 - $1040.18 $133K - $191K
3.16K $3.24M
AMD
Advanced Micro Devices Inc

Technology
135
+ 0.69%
$78.21 - $143.81 $10.6K - $19.4K
19.7K $2.8M
PVAL
Putnam ETF Tr Putnam Focused L
14.5K
+ 19.05%
$33.6 - $40.23 $489K - $585K
90.9K $3.66M
PAPR
Innovator U.S. Equity Power Bu

ETFs
20.2K
New
$33.22 - $37.29 $671K - $753K
20.2K $752K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
10.5K
+ 19.09%
$45.88 - $54.4 $483K - $572K
65.6K $3.57M
XLK
Technology Sector Spdr

ETFs
865
+ 8.67%
$179.73 - $253.23 $155K - $219K
10.8K $2.75M
JEPI
J P Morgan Exchange Traded Fd

ETFs
11.4K
+ 8.6%
$51.14 - $57.0 $583K - $649K
144K $8.18M
SPOT
Spotify Technology S.A.

Communication Services
100
+ 3.92%
$503.3 - $775.9 $50.3K - $77.6K
2.65K $2.03M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.32K
+ 0.97%
$19.1 - $23.83 $44.4K - $55.3K
241K $5.75M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
3.56K
+ 21.26%
$60.61 - $87.72 $216K - $312K
20.3K $1.72M
MELI
Mercadolibre Inc

Consumer Cyclical
158
+ 55.63%
$1794.73 - $2613.63 $284K - $413K
442 $1.16M
VIST
Vista Energy, S.A.B. De C.V.

Energy
11.7K
+ 222.07%
$34.98 - $53.05 $409K - $620K
17K $810K
VV
Vanguard Large Cap ETF

ETFs
1.33K
+ 22.58%
$228.25 - $285.3 $304K - $380K
7.23K $2.06M
COIN
Coinbase Global, Inc.

Technology
1.57K
New
$151.47 - $375.07 $238K - $588K
1.57K $549K
PH
Parker Hannifin Corp

Industrials
576
+ 43.08%
$517.23 - $700.54 $298K - $404K
1.91K $1.34M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
3.42K
+ 132.42%
$101.93 - $128.63 $348K - $439K
5.99K $771K
EPOL
Ishares Tr Msci Poland ETF

ETFs
14.8K
New
$24.54 - $32.26 $362K - $476K
14.8K $476K
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
15.7K
+ 78.89%
$17.61 - $24.82 $276K - $390K
35.6K $883K
SNY
Sanofi

Healthcare
9.37K
New
$47.62 - $55.44 $446K - $520K
9.37K $452K
BGX
Blackstone Long Short Credit Income Fund

Financial Services
36.4K
New
$11.0 - $12.41 $400K - $452K
36.4K $451K
BKNG
Booking Holdings Inc.

Consumer Cyclical
75
New
$4164.15 - $5789.24 $312K - $434K
75 $434K
IYW
Ishares Dj Us Tech ETF

ETFs
658
+ 7.16%
$122.57 - $173.27 $80.7K - $114K
9.84K $1.71M
VST
Vistra Corp.

Utilities
212
+ 4.45%
$98.07 - $195.04 $20.8K - $41.3K
4.97K $964K
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.67K
+ 41.87%
$72.96 - $90.39 $267K - $331K
12.4K $1.11M
CCJ
Cameco Corp

Energy
5.21K
New
$36.68 - $74.46 $191K - $388K
5.21K $386K
URI
United Rentals, Inc.

Industrials
381
+ 49.54%
$551.94 - $753.4 $210K - $287K
1.15K $866K
PFE
Pfizer Inc

Healthcare
18.2K
+ 26.67%
$21.59 - $24.84 $393K - $453K
86.6K $2.1M
APP
App Lovin Corp

Technology
540
+ 27.57%
$219.37 - $417.89 $118K - $226K
2.5K $874K
VO
Vanguard Mid Cap ETF

ETFs
514
+ 6.13%
$228.54 - $279.83 $117K - $144K
8.89K $2.49M
USAC
Usa Compression Partners, LP

Energy
14.6K
+ 148.98%
$22.12 - $27.69 $323K - $404K
24.4K $593K
AI
C3.Ai, Inc.

Technology
13.4K
New
$18.24 - $27.8 $244K - $372K
13.4K $328K
COF
Capital One Financial Corp

Financial Services
1.52K
New
$150.57 - $212.76 $229K - $324K
1.52K $324K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.41K
New
$171.4 - $227.1 $242K - $321K
1.41K $320K
Activity Summary
Buys All Purchases 231 New Holdings 54 Increased Positions 177 Sells All Sells 345 Reductions 345 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sea Crest Wealth Management, LLC Portfolio

Follow Sea Crest Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sea Crest Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sea Crest Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email