Sea Crest Wealth Management, LLC Purchases in Q3 2024

Sea Crest Wealth Management, LLC

  • $902 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ITB
Ishares Tr

ETFs
1.58K
New
$97.52 - $128.64 $154K - $203K
1.58K $200K
ARES
Ares Management Corp

Financial Services
1.29K
New
$133.73 - $158.05 $172K - $203K
1.29K $200K
NEM
Newmont Corp

Basic Materials
3.75K
New
$41.65 - $55.85 $156K - $209K
3.75K $200K
VO
Vanguard Mid Cap ETF

ETFs
145
+ 1.97%
$237.84 - $263.83 $34.5K - $38.3K
7.5K $1.98M
MA
Mastercard Inc

Financial Services
107
+ 3.93%
$429.6 - $500.99 $46K - $53.6K
2.83K $1.4M
OKE
Oneok Inc

Energy
1.4K
+ 21.58%
$78.62 - $95.27 $110K - $134K
7.9K $720K
PFE
Pfizer Inc

Healthcare
4.26K
+ 6.26%
$27.7 - $31.39 $118K - $134K
72.3K $2.09M
MS
Morgan Stanley

Financial Services
770
+ 5.04%
$92.07 - $106.96 $70.9K - $82.4K
16K $1.67M
VEA
Vanguard Ftse Developed Market

ETFs
970
+ 2.43%
$47.6 - $53.31 $46.2K - $51.7K
40.9K $2.16M
VRT
Vertiv Holdings CO

Industrials
1.98K
+ 13.98%
$86.66 - $86.66 $172K - $172K
16.1K $1.4M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
126
+ 0.42%
$75.47 - $83.18 $9.51K - $10.5K
30.3K $2.52M
XLF
Financial Sector Spdr

ETFs
937
+ 3.24%
$40.84 - $45.74 $38.3K - $42.9K
29.9K $1.35M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
845
+ 19.1%
$152.9 - $180.39 $129K - $152K
5.27K $919K
VV
Vanguard Large Cap ETF

ETFs
306
+ 5.67%
$236.92 - $263.4 $72.5K - $80.6K
5.7K $1.5M
IYW
Ishares Dj Us Tech ETF

ETFs
964
+ 14.39%
$133.16 - $158.73 $128K - $153K
7.67K $1.16M
IAU
Ishares Gold Trust

ETFs
2.36K
+ 41.39%
$44.06 - $50.5 $104K - $119K
8.07K $401K
CB
Chubb LTD

Financial Services
208
+ 8.06%
$252.51 - $292.2 $52.5K - $60.8K
2.79K $803K
FNDB
Schwab Fundamental U S Broad M

ETFs
1.13K
+ 8.47%
$64.17 - $70.37 $72.5K - $79.5K
14.5K $1.02M
AXP
American Express CO

Financial Services
48
+ 1.48%
$225.92 - $271.17 $10.8K - $13K
3.28K $890K
CHY
Calamos Convertible & High Income Fund

Financial Services
11.9K
New
$11.13 - $12.01 $132K - $142K
11.9K $141K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
12.4K
+ 45.52%
$13.62 - $15.59 $169K - $193K
39.6K $544K
ITA
Ishares Tr

ETFs
70
+ 1.01%
$131.58 - $149.64 $9.21K - $10.5K
7.02K $1.05M
DD
Du Pont De Nemours, Inc.

Basic Materials
632
+ 7.12%
$77.22 - $89.49 $48.8K - $56.6K
9.51K $847K
TJX
Tjx Companies Inc

Consumer Cyclical
336
+ 2.69%
$107.93 - $120.23 $36.3K - $40.4K
12.8K $1.51M
VHT
Vanguard Health Care ETF

ETFs
355
+ 18.29%
$261.88 - $288.1 $93K - $102K
2.3K $647K
IWM
Ishares Russell 2000 ETF

ETFs
307
+ 9.44%
$200.87 - $224.6 $61.7K - $69K
3.56K $785K
ETN
Eaton Corp PLC

Industrials
78
+ 1.4%
$272.52 - $333.02 $21.3K - $26K
5.66K $1.87M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
777
+ 3.74%
$50.02 - $54.5 $38.9K - $42.3K
21.5K $1.17M
PNQI
Invesco Nasdaq Internet ETF

ETFs
1.7K
+ 8.72%
$37.37 - $43.48 $63.5K - $73.9K
21.2K $920K
WMB
Williams Companies, Inc.

Energy
1.98K
+ 25.55%
$41.24 - $46.22 $81.5K - $91.3K
9.71K $443K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
87
+ 0.44%
$75.88 - $83.21 $6.6K - $7.24K
20K $1.67M
GS
Goldman Sachs Group Inc

Financial Services
65
+ 3.55%
$459.02 - $510.25 $29.8K - $33.2K
1.89K $937K
MDLZ
Mondelez International, Inc.

Consumer Defensive
156
+ 1.3%
$64.35 - $75.71 $10K - $11.8K
12.1K $893K
SKYY
First Trust Cloud Computing Et

ETFs
426
+ 4.38%
$86.45 - $102.48 $36.8K - $43.7K
10.2K $1.04M
PNC
Pnc Financial Services Group, Inc.

Financial Services
333
+ 20.9%
$156.14 - $187.2 $52K - $62.3K
1.93K $356K
TDG
Trans Digm Group Inc

Industrials
17
+ 3.02%
$1202.03 - $1427.41 $20.4K - $24.3K
580 $827K
AFL
Aflac Inc

Financial Services
2
+ 0.04%
$88.52 - $111.8 $177 - $224
4.79K $535K
NOC
Northrop Grumman Corp

Industrials
12
+ 1.1%
$423.73 - $533.14 $5.08K - $6.4K
1.11K $583K
ZTS
Zoetis Inc.

Healthcare
108
+ 2.8%
$172.58 - $196.48 $18.6K - $21.2K
3.97K $775K
VKTX
Viking Therapeutics, Inc.

Healthcare
581
+ 8.79%
$49.84 - $70.47 $29K - $40.9K
7.19K $455K
VIG
Vanguard Dividend Appreciation

ETFs
588
+ 3.6%
$182.15 - $182.15 $107K - $107K
16.9K $3.08M
TT
Trane Technologies PLC

Industrials
48
+ 3.57%
$314.21 - $388.71 $15.1K - $18.7K
1.39K $541K
ED
Consolidated Edison Inc

Utilities
5
+ 0.07%
$88.42 - $104.97 $442 - $525
6.76K $703K
CL
Colgate Palmolive CO

Consumer Defensive
502
+ 7.43%
$95.54 - $108.77 $48K - $54.6K
7.26K $753K
RSP
Invesco S&P 500 Equal Weight E

ETFs
199
+ 4.7%
$162.83 - $179.16 $32.4K - $35.7K
4.43K $793K
PLD
Prologis, Inc.

Real Estate
520
+ 22.91%
$111.95 - $132.43 $58.2K - $68.9K
2.79K $352K
ADP
Automatic Data Processing Inc

Industrials
11
+ 0.45%
$233.44 - $279.45 $2.57K - $3.07K
2.47K $682K
BK
Bank Of New York Mellon Corp

Financial Services
260
+ 3.96%
$59.54 - $72.17 $15.5K - $18.8K
6.83K $490K
EVH
Evolent Health, Inc.

Healthcare
11
+ 0.11%
$18.41 - $32.97 $203 - $363
10.2K $288K
Activity Summary
Buys All Purchases 323 New Holdings 59 Increased Positions 264 Sells All Sells 270 Reductions 270 Sold out 0 Options Calls 0 Puts 0
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