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
MSTR
Microstrategy Inc

Technology
47
+ 1.9%
$237.95 - $421.61 $11.2K - $19.8K
2.52K $1.02M
OWL
Blue Owl Capital Inc.

Financial Services
15.2K
New
$15.9 - $21.16 $242K - $322K
15.2K $292K
SKYY
First Trust Cloud Computing Et

ETFs
953
+ 9.88%
$89.46 - $121.64 $85.3K - $116K
10.6K $1.29M
QUBT
Quantum Computing Inc.

Technology
208
+ 0.81%
$5.87 - $21.22 $1.22K - $4.41K
25.9K $496K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
6.12K
+ 15.23%
$38.18 - $45.52 $234K - $279K
46.3K $2.03M
IWR
Ishares Russell Mid Cap ETF

ETFs
2.85K
New
$74.88 - $91.97 $213K - $262K
2.85K $261K
NRG
Nrg Energy, Inc.

Utilities
1.62K
New
$83.61 - $162.67 $135K - $264K
1.62K $260K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
257
+ 4.42%
$139.8 - $197.22 $35.9K - $50.7K
6.07K $1.2M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
13.7K
New
$16.43 - $18.82 $225K - $258K
13.7K $257K
QBTS
D Wave Quantum Inc.

Technology
16.5K
New
$6.22 - $19.04 $103K - $315K
16.5K $241K
PAVE
Global X Fds Us Infrastructure

ETFs
5.45K
New
$33.78 - $43.68 $184K - $238K
5.45K $237K
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.82K
+ 44.43%
$83.97 - $92.85 $237K - $262K
9.17K $809K
VBK
Vanguard Small Cap Growth ETF

ETFs
844
New
$219.76 - $276.94 $185K - $234K
844 $233K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3.82K
New
$50.39 - $60.05 $193K - $230K
3.82K $229K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
2.65K
New
$73.0 - $85.5 $193K - $226K
2.65K $222K
BEN
Franklin Resources Inc

Financial Services
8.82K
New
$16.66 - $23.85 $147K - $210K
8.82K $210K
SG
Sweetgreen, Inc.

Consumer Cyclical
14.1K
New
$12.23 - $25.56 $172K - $360K
14.1K $209K
VB
Vanguard Small Cap ETF

ETFs
440
+ 6.43%
$193.73 - $237.37 $85.2K - $104K
7.28K $1.72M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
6.9K
New
$26.18 - $30.91 $181K - $213K
6.9K $207K
NKE
Nike, Inc.

Consumer Cyclical
2.88K
New
$53.27 - $72.04 $153K - $207K
2.88K $204K
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
16.3K
New
$10.73 - $12.54 $175K - $204K
16.3K $202K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
3.84K
+ 26.26%
$50.34 - $51.86 $193K - $199K
18.5K $948K
IGV
Ishares Expanded Tech Software

ETFs
1.27K
+ 44.27%
$80.15 - $109.5 $102K - $139K
4.15K $453K
PNQI
Invesco Nasdaq Internet ETF

ETFs
583
+ 2.82%
$39.02 - $52.21 $22.7K - $30.4K
21.2K $1.11M
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
14.7K
+ 90.4%
$13.77 - $16.67 $202K - $245K
30.9K $465K
BA
Boeing CO

Industrials
210
+ 5.87%
$136.59 - $217.51 $28.7K - $45.7K
3.79K $794K
BCAT
Black Rock Capital Allocation Trust

ETFs
11K
New
$13.2 - $15.27 $145K - $167K
11K $165K
MCHP
Microchip Technology Inc

Technology
859
+ 19.37%
$35.34 - $71.6 $30.4K - $61.5K
5.29K $372K
WMB
Williams Companies, Inc.

Energy
2.01K
+ 20.27%
$54.33 - $62.87 $109K - $126K
11.9K $749K
ROK
Rockwell Automation, Inc

Industrials
156
+ 11.38%
$218.97 - $332.17 $34.2K - $51.8K
1.53K $507K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
198
+ 7.58%
$376.48 - $440.65 $74.5K - $87.2K
2.81K $1.24M
CAH
Cardinal Health Inc

Healthcare
253
+ 7.89%
$125.0 - $168.0 $31.6K - $42.5K
3.46K $581K
MDU
Mdu Resources Group Inc

Industrials
8.09K
+ 48.29%
$15.6 - $17.76 $126K - $144K
24.9K $414K
ISRG
Intuitive Surgical Inc

Healthcare
61
+ 3.02%
$451.58 - $565.94 $27.5K - $34.5K
2.08K $1.13M
VOT
Vanguard Mid Cap Growth Index

ETFs
182
+ 9.81%
$216.28 - $284.39 $39.4K - $51.8K
2.04K $579K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
39
+ 0.76%
$113.67 - $150.4 $4.43K - $5.87K
5.15K $773K
AGNC
Agnc Investment Corp.

Real Estate
16.6K
+ 20.48%
$8.12 - $9.49 $135K - $157K
97.5K $895K
TFC
Truist Financial Corp

Financial Services
722
+ 1.5%
$34.79 - $42.99 $25.1K - $31K
49K $2.1M
EVX
Vaneck ETF Tr Environmental Se

ETFs
750
+ 2.56%
$31.9 - $38.44 $23.9K - $28.8K
30K $1.15M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.3K
+ 48.44%
$49.79 - $50.75 $115K - $117K
7.05K $357K
QUAL
Ishares Msci Usa Quality Facto

ETFs
224
+ 3.99%
$152.42 - $182.82 $34.1K - $41K
5.83K $1.07M
GLW
Corning Inc

Technology
537
+ 4.44%
$39.07 - $52.59 $21K - $28.2K
12.6K $664K
NRZ
New Residential Investment Corp.

Real Estate
14.7K
+ 15.24%
N/A
111K $803K
CASY
Caseys General Stores Inc

Consumer Cyclical
100
+ 15.65%
$415.82 - $510.91 $41.6K - $51.1K
739 $377K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
14.5K
New
$2.39 - $6.79 $34.7K - $98.5K
14.5K $98K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
700
+ 22.51%
$61.92 - $81.5 $43.3K - $57.1K
3.81K $310K
AMCR
Amcor PLC

Consumer Cyclical
10.2K
New
$8.57 - $9.81 $87K - $99.6K
10.2K $93K
VNQI
Vanguard Global Ex U.S. Real

ETFs
11
+ 0.07%
$37.77 - $46.15 $415 - $508
16.3K $750K
LEG
Leggett & Platt Inc

Consumer Cyclical
10K
New
$6.56 - $9.72 $65.8K - $97.5K
10K $89K
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
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