Sea Crest Wealth Management, LLC Purchases in Q1 2025

Sea Crest Wealth Management, LLC

  • $852 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SNPS
Synopsys Inc

Technology
516
New
$428.58 - $551.54 $221K - $285K
516 $221K
FCAL
First Tr Iii Calif Mun High In

ETFs
4.55K
New
$48.53 - $49.76 $221K - $226K
4.55K $220K
EDV
Vanguard Extended Duration Tre

ETFs
3.12K
New
$65.05 - $73.43 $203K - $229K
3.12K $218K
QUBT
Quantum Computing Inc.

Technology
25.7K
New
$4.46 - $18.76 $115K - $482K
25.7K $217K
PSLV
Sprott Physical Silver Trust

Financial Services
125
+ 0.11%
$9.86 - $11.68 $1.23K - $1.46K
110K $1.27M
IRTC
I Rhythm Technologies, Inc.

Healthcare
2.03K
New
$89.44 - $119.44 $182K - $242K
2.03K $213K
HALO
Halozyme Therapeutics, Inc.

Healthcare
3.33K
New
$47.74 - $65.16 $159K - $217K
3.33K $212K
TRGP
Targa Resources Corp.

Energy
1.05K
New
$178.44 - $217.22 $187K - $228K
1.05K $210K
RIO
Rio Tinto PLC

Basic Materials
3.43K
New
$58.19 - $64.29 $199K - $220K
3.43K $205K
PGR
Progressive Corp

Financial Services
721
New
$235.61 - $291.22 $170K - $210K
721 $204K
OXY
Occidental Petroleum Corp

Energy
4.13K
New
$45.45 - $52.7 $188K - $218K
4.13K $203K
CVS
Cvs Health Corp

Healthcare
344
+ 4.41%
$44.22 - $68.64 $15.2K - $23.6K
8.14K $551K
ORCC
Owl Rock Capital Corp

Financial Services
14K
+ 12.8%
N/A
124K $1.66M
GNK
Genco Shipping & Trading LTD

Industrials
14.1K
New
$13.16 - $14.85 $185K - $209K
14.1K $187K
KLAC
Kla Corp

Technology
115
+ 5.38%
$636.62 - $777.63 $73.2K - $89.4K
2.25K $1.53M
CRON
Cronos Group Inc.

Healthcare
125K
+ 65.98%
$1.79 - $2.07 $223K - $258K
314K $562K
DVN
Devon Energy Corp

Energy
121
+ 0.33%
$33.15 - $38.55 $4.01K - $4.66K
37.3K $1.39M
PFN
Pimco Income Strategy Fund Ii

Financial Services
23.4K
New
$7.41 - $7.64 $173K - $179K
23.4K $176K
AEP
American Electric Power CO Inc

Utilities
7
+ 0.07%
$90.32 - $109.27 $632 - $765
10.2K $1.12M
BSTZ
Black Rock Science & Technology Trust Ii

N/A
11K
+ 91.97%
$17.74 - $22.07 $194K - $242K
22.9K $413K
AGNC
Agnc Investment Corp.

Real Estate
14.1K
+ 21.14%
$9.12 - $10.54 $129K - $149K
80.9K $775K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
11K
New
$14.59 - $23.31 $161K - $257K
11K $160K
AJG
Arthur J. Gallagher & Co.

Financial Services
232
+ 18.18%
$275.89 - $345.24 $64K - $80.1K
1.51K $520K
SBUX
Starbucks Corp

Consumer Cyclical
823
+ 7.25%
$91.75 - $115.81 $75.5K - $95.3K
12.2K $1.19M
NPCT
Nuveen Core Plus Impact Fund
13.5K
+ 47.62%
$10.44 - $11.13 $141K - $151K
41.9K $449K
VLO
Valero Energy Corp

Energy
358
+ 3.34%
$121.76 - $142.99 $43.6K - $51.2K
11.1K $1.46M
THW
Tekla World Healthcare Fund

Financial Services
12.9K
New
$11.09 - $12.2 $143K - $158K
12.9K $149K
IBB
Ishares Biotechnology ETF

ETFs
1.2K
+ 36.96%
$130.29 - $140.56 $156K - $168K
4.43K $576K
IGR
Cbre Global Real Estate Income Fund

Financial Services
28K
+ 249.1%
$4.79 - $5.34 $134K - $150K
39.3K $201K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.08K
+ 24.91%
$48.65 - $53.06 $101K - $110K
10.4K $541K
EVRG
Evergy, Inc.

Utilities
534
+ 3.93%
$59.9 - $69.52 $32K - $37.1K
14.1K $972K
SYK
Stryker Corp

Healthcare
324
+ 27.62%
$355.18 - $399.9 $115K - $130K
1.5K $557K
KGC
Kinross Gold Corp

Basic Materials
5K
+ 22.89%
$9.69 - $12.61 $48.5K - $63.1K
26.8K $335K
BWFG
Bankwell Financial Group, Inc.

Financial Services
5.08K
+ 25.33%
$27.97 - $32.7 $142K - $166K
25.1K $756K
F
Ford Motor CO

Consumer Cyclical
12.4K
+ 27.78%
$9.12 - $10.43 $113K - $129K
57K $571K
COP
Conocophillips

Energy
269
+ 1.57%
$88.6 - $105.85 $23.8K - $28.5K
17.4K $1.82M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
1.2K
+ 28.22%
$100.56 - $108.28 $120K - $129K
5.43K $554K
VIG
Vanguard Dividend Appreciation

ETFs
666
+ 3.93%
N/A
17.6K $3.21M
GRAB
Grab Holdings LTD

Technology
26K
New
$4.12 - $5.34 $107K - $139K
26K $117K
DUK
Duke Energy Corp

Utilities
230
+ 3.85%
$105.87 - $121.97 $24.4K - $28.1K
6.21K $756K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
2.01K
+ 3.59%
$12.61 - $14.92 $25.4K - $30K
58.1K $833K
DBEU
Xtrackers Msci Europe Hedged E

ETFs
2.03K
+ 31.36%
$41.46 - $45.98 $84K - $93.2K
8.49K $378K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
3.34K
+ 4.51%
$22.46 - $23.26 $74.9K - $77.6K
77.4K $1.79M
XLU
Utilities Sector Spdr

ETFs
441
+ 1.37%
$74.7 - $80.27 $32.9K - $35.4K
32.7K $2.55M
WMB
Williams Companies, Inc.

Energy
929
+ 10.34%
$54.02 - $61.09 $50.2K - $56.8K
9.92K $592K
MDT
Medtronic PLC

Healthcare
258
+ 3.24%
$79.84 - $94.5 $20.6K - $24.4K
8.23K $739K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
3.5K
+ 10.12%
$9.19 - $12.93 $32.2K - $45.3K
38.1K $425K
IAU
Ishares Gold Trust

ETFs
351
+ 4.24%
$49.74 - $58.96 $17.5K - $20.7K
8.64K $509K
XLV
Select Sector Spdr Fund Health

ETFs
532
+ 16.9%
$137.61 - $149.68 $73.2K - $79.6K
3.68K $531K
Activity Summary
Buys All Purchases 298 New Holdings 48 Increased Positions 250 Sells All Sells 305 Reductions 305 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