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
MTUM
Ishares Msci Usa Momentum Fact

ETFs
40
+ 2.05%
$180.84 - $240.32 $7.23K - $9.61K
1.99K $477K
VXF
Vanguard Extended Market ETF

ETFs
270
+ 18.39%
$150.43 - $192.71 $40.6K - $52K
1.74K $334K
AMT
American Tower Corp

Real Estate
303
+ 7.61%
$203.96 - $228.19 $61.8K - $69.1K
4.28K $946K
PHYS
Sprott Physical Gold Trust

Financial Services
294
+ 0.62%
$22.82 - $26.29 $6.71K - $7.73K
47.4K $1.2M
AIQ
Global X Funds Global X Artifi

ETFs
700
+ 10.89%
$31.5 - $43.69 $22.1K - $30.6K
7.13K $311K
FAST
Fastenal CO

Industrials
10.4K
+ 101.87%
$40.65 - $83.16 $423K - $866K
20.6K $866K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
909
+ 17.26%
$56.84 - $65.5 $51.7K - $59.5K
6.18K $404K
IEFA
Ishares Tr

ETFs
61
+ 0.64%
$67.83 - $84.09 $4.14K - $5.13K
9.63K $804K
F
Ford Motor CO

Consumer Cyclical
2.45K
+ 4.31%
$8.69 - $10.85 $21.3K - $26.6K
59.4K $644K
KRE
Spdr S&P Regional Banking ETF

ETFs
828
+ 10.66%
$48.81 - $59.48 $40.4K - $49.2K
8.6K $510K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
676
+ 22.32%
$100.35 - $100.71 $67.8K - $68.1K
3.71K $373K
GRAB
Grab Holdings LTD

Technology
11K
+ 42.31%
$3.48 - $5.25 $38.3K - $57.8K
37K $186K
VEU
Vanguard Ftse All World Ex Us

ETFs
211
+ 2.52%
$54.19 - $67.22 $11.4K - $14.2K
8.59K $577K
BNDX
Vanguard Total International B

ETFs
1.17K
+ 9.42%
$48.77 - $49.55 $57K - $57.9K
13.6K $671K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
322
+ 5.09%
$55.54 - $69.09 $17.9K - $22.2K
6.65K $459K
BK
Bank Of New York Mellon Corp

Financial Services
197
+ 3.28%
$73.31 - $91.62 $14.4K - $18K
6.2K $565K
LHX
L3 Harris Technologies, Inc.

Industrials
16
+ 1.15%
$200.21 - $256.99 $3.2K - $4.11K
1.41K $353K
NSC
Norfolk Southern Corp

Industrials
40
+ 1.67%
$206.34 - $257.46 $8.25K - $10.3K
2.43K $621K
NIO
Nio Inc.

Consumer Cyclical
16.5K
New
$3.14 - $4.31 $51.7K - $71K
16.5K $56K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
5.03K
+ 26.61%
$6.66 - $8.12 $33.5K - $40.9K
23.9K $194K
VONG
Vanguard Russell 1000 Growth E

ETFs
12
+ 0.37%
$82.51 - $109.2 $990 - $1.31K
3.25K $354K
DVY
Ishares Tr

ETFs
401
+ 10.86%
$118.37 - $134.86 $47.5K - $54.1K
4.09K $543K
IAU
Ishares Gold Trust

ETFs
388
+ 4.49%
$56.1 - $64.74 $21.8K - $25.1K
9.03K $562K
RVT
Royce Value Trust, Inc.

Financial Services
381
+ 0.66%
$12.5 - $15.21 $4.76K - $5.8K
58.2K $875K
SRE
Sempra Energy

Utilities
466
+ 11.99%
$63.78 - $78.91 $29.7K - $36.8K
4.35K $329K
ECL
Ecolab Inc.

Basic Materials
64
+ 2.99%
$225.65 - $270.95 $14.4K - $17.3K
2.2K $593K
IDV
Ishares Tr

ETFs
447
+ 4.36%
$27.79 - $34.84 $12.4K - $15.6K
10.7K $369K
UTG
Reaves Utility Income Fund

Financial Services
700
+ 10.78%
$29.08 - $36.18 $20.4K - $25.3K
7.2K $260K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
384
+ 2.48%
$42.02 - $50.36 $16.1K - $19.3K
15.9K $791K
FNDB
Schwab Fundamental U S Broad M

ETFs
60
+ 0.14%
$20.36 - $23.98 $1.22K - $1.44K
42.7K $1.02M
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
2.72K
+ 5.56%
$7.42 - $8.86 $20.2K - $24.1K
51.7K $457K
EMIF
Ishares Emerging Markets Infra

ETFs
222
+ 1.48%
$19.62 - $23.9 $4.36K - $5.31K
15.2K $364K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
5
+ 0.09%
$91.62 - $109.97 $458 - $550
5.44K $597K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
5
+ 0.34%
$160.22 - $209.35 $801 - $1.05K
1.47K $307K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.5K
+ 14.4%
$45.07 - $52.57 $67.6K - $78.9K
11.9K $582K
VOE
Vanguard Mid Cap Value Index F

ETFs
162
+ 6.45%
$141.87 - $164.49 $23K - $26.6K
2.67K $439K
BIGZ
Black Rock Innovation & Growth Trust
5.84K
+ 11.41%
N/A
57K $376K
OKE
Oneok Inc

Energy
2.25K
+ 27.13%
$78.71 - $100.37 $177K - $226K
10.6K $862K
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
2.09K
+ 8.81%
$13.91 - $16.31 $29.1K - $34.1K
25.8K $414K
CLBK
Columbia Financial, Inc.

Financial Services
3.43K
+ 16.57%
$13.07 - $15.57 $44.8K - $53.3K
24.1K $349K
PSC
Principal ETF U.S. Small Cap M

ETFs
207
+ 4.27%
$43.14 - $53.28 $8.93K - $11K
5.05K $269K
GLQ
Clough Global Equity Fund

Financial Services
306
+ 0.75%
$5.56 - $7.12 $1.7K - $2.18K
41.3K $293K
GLO
Clough Global Opportunities Fund

Financial Services
2.11K
+ 5.19%
$4.47 - $5.43 $9.42K - $11.4K
42.7K $231K
D
Dominion Energy, Inc

Utilities
490
+ 6.07%
$49.66 - $58.0 $24.3K - $28.4K
8.56K $483K
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
3
+ 0.03%
$20.72 - $25.75 $62.2 - $77.3
9.38K $241K
AVXL
Anavex Life Sciences Corp.

Healthcare
2.1K
+ 11.93%
$7.37 - $9.63 $15.5K - $20.2K
19.7K $181K
VERU
Veru Inc.

Healthcare
27K
+ 19.57%
$0.49 - $0.7 $13.2K - $18.9K
165K $95K
FCNCA
First Citizens Bancshares Inc

Financial Services
1
+ 0.47%
$1561.69 - $1966.55 $1.56K - $1.97K
215 $420K
BWX
Spdr Bloomberg International T

ETFs
83
+ 0.65%
$21.87 - $23.49 $1.82K - $1.95K
12.9K $302K
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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