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
EVRG
Evergy, Inc.

Utilities
329
+ 2.33%
$64.06 - $69.64 $21.1K - $22.9K
14.4K $995K
IGR
Cbre Global Real Estate Income Fund

Financial Services
3.05K
+ 7.77%
$4.33 - $5.29 $13.2K - $16.2K
42.3K $224K
EEM
Ishares Msci Emerging Markets

ETFs
4
+ 0.09%
$38.52 - $48.28 $154 - $193
4.67K $225K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
3.04K
+ 4.09%
$5.17 - $5.91 $15.7K - $17.9K
77.2K $455K
EOG
Eog Resources Inc

Energy
303
+ 14.41%
$104.61 - $129.97 $31.7K - $39.4K
2.41K $287K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
74
+ 0.67%
$11.71 - $19.37 $867 - $1.43K
11.1K $178K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
6
+ 0.12%
$95.74 - $115.54 $574 - $693
5.16K $589K
RPM
Rpm International Inc

Basic Materials
262
+ 13.04%
$96.97 - $117.58 $25.4K - $30.8K
2.27K $249K
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
2.25K
+ 9.14%
$13.25 - $14.85 $29.7K - $33.3K
26.8K $382K
TXN
Texas Instruments Inc

Technology
83
+ 0.88%
N/A
9.48K $1.84M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
86
+ 1.99%
$85.42 - $94.39 $7.35K - $8.12K
4.41K $413K
UPWK
Upwork, Inc

Industrials
800
+ 8.0%
$11.8 - $17.5 $9.44K - $14K
10.8K $145K
INTC
Intel Corp

Technology
827
+ 3.71%
$18.13 - $22.69 $15K - $18.8K
23.1K $517K
CION
Cion Investment Corp

Financial Services
3.56K
+ 13.96%
$8.68 - $10.48 $30.9K - $37.4K
29.1K $278K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
120
+ 0.94%
$100.04 - $100.54 $12K - $12.1K
12.8K $1.29M
JPIE
J P Morgan Exchange Traded Fd
200
+ 3.33%
$45.12 - $46.32 $9.02K - $9.26K
6.22K $287K
CHY
Calamos Convertible & High Income Fund

Financial Services
187
+ 1.54%
$9.18 - $10.99 $1.72K - $2.06K
12.4K $135K
WDAY
Workday, Inc.

Technology
2
+ 0.15%
$210.47 - $274.71 $421 - $549
1.35K $323K
CI
Cigna Corp

Healthcare
22
+ 2.71%
$301.89 - $340.04 $6.64K - $7.48K
835 $276K
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
753
+ 3.1%
N/A
25K $307K
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
62
+ 0.32%
$10.42 - $12.26 $646 - $760
19.3K $236K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
291
+ 1.35%
$7.6 - $8.89 $2.21K - $2.59K
21.9K $194K
NHS
Neuberger Berman High Yield Strategies Fund Inc.

Financial Services
1.22K
+ 3.39%
$6.87 - $7.76 $8.37K - $9.45K
37.2K $281K
FT
Franklin Universal Trust

Financial Services
337
+ 1.63%
$6.95 - $7.62 $2.34K - $2.57K
21K $159K
BR
Broadridge Financial Solutions, Inc.

Technology
14
+ 1.36%
$217.22 - $246.25 $3.04K - $3.45K
1.05K $253K
ITW
Illinois Tool Works Inc

Industrials
22
+ 1.32%
$218.41 - $252.43 $4.81K - $5.55K
1.69K $416K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4
+ 0.1%
$77.94 - $79.5 $312 - $318
4.16K $330K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
35
+ 2.52%
$167.22 - $212.42 $5.85K - $7.43K
1.42K $281K
Ishares Tr
17.3K
New
N/A
17.3K $0
Morgan Stanley ETF Trust
2.35K
+ 15.97%
N/A
17.1K $0
Nebius Group N.V.
12.4K
+ 58.01%
N/A
33.9K $0
Neos ETF Trust
6.59K
+ 99.85%
N/A
13.2K $0
Neos ETF Trust
8.4K
New
N/A
8.4K $0
Brookfield Corp
3.53K
New
N/A
3.53K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
9.34K
New
N/A
9.34K $0
Innovator Etfs Trust
52K
New
N/A
52K $0
Canadian Pacific Kansas City
2.63K
New
N/A
2.63K $0
Innovator Etfs Trust
120K
New
N/A
120K $0
Innovator Etfs Trust
13.6K
New
N/A
13.6K $0
Innovator Etfs Trust
71.8K
New
N/A
71.8K $0
LQDW
Ishares Tr Invt Grade Corporat
3.5K
+ 14.58%
N/A
27.5K $0
Lazard Active ETF Tr
37.3K
New
N/A
37.3K $0
Ishares Bitcoin Trust ETF
20.4K
+ 59.71%
N/A
54.7K $0
Medicus Pharma LTD
46.6K
New
N/A
46.6K $0
Annaly Capital Management In
19.9K
+ 38.32%
N/A
72K $0
Arista Networks Inc
2.57K
+ 15.74%
N/A
18.9K $0
Armour Residential Reit Inc
2K
+ 12.19%
N/A
18.4K $0
Innovator Etfs Trust
13.5K
New
N/A
13.5K $0
Barrick Mng Corp
12.5K
New
N/A
12.5K $0
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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