Sea Crest Wealth Management, LLC Incresed Positions in Q3 2024

Sea Crest Wealth Management, LLC

  • $902 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLU
Utilities Sector Spdr

ETFs
27.6K
+ 392.25%
$67.67 - $80.78 $1.87M - $2.23M
34.6K $2.8M
UBER
Uber Technologies, Inc

Technology
22.8K
+ 93.83%
$58.48 - $77.47 $1.33M - $1.76M
47K $3.54M
KLAC
Kla Corp

Technology
2.12K
+ 49.92%
$696.17 - $892.35 $1.47M - $1.89M
6.36K $4.92M
LAD
Lithia Motors Inc

Consumer Cyclical
2.43K
+ 53.66%
$243.05 - $320.83 $590K - $779K
6.95K $2.21M
IBB
Ishares Biotechnology ETF

ETFs
6.85K
+ 203.69%
$135.09 - $149.47 $925K - $1.02M
10.2K $1.49M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7.92K
+ 172.93%
$105.53 - $118.34 $835K - $937K
12.5K $1.46M
GLD
Spdr Gold Trust

ETFs
2.7K
+ 25.18%
$215.56 - $246.98 $582K - $666K
13.4K $3.26M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.25K
+ 4.66%
$434.77 - $502.96 $542K - $627K
28K $13.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
963
+ 7.89%
$475.2 - $527.7 $458K - $508K
13.2K $6.95M
PFF
Ishares Trust Ishares Pfd And

ETFs
23.1K
+ 144.07%
$31.18 - $33.5 $721K - $775K
39.2K $1.3M
COST
Costco Wholesale Corp

Consumer Defensive
452
+ 4.6%
$801.83 - $917.05 $362K - $415K
10.3K $9.1M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.94K
+ 2.4%
$92.63 - $105.69 $272K - $310K
125K $13M
ABBV
Abb Vie Inc.

Healthcare
679
+ 3.14%
$163.84 - $199.33 $111K - $135K
22.3K $4.4M
XAR
Spdr S&P Aerospace & Defense E

ETFs
2.48K
+ 16.91%
$139.03 - $157.34 $345K - $390K
17.1K $2.7M
AVGO
Broadcom Inc.

Technology
75.7K
+ 872.19%
$136.27 - $1745.86 $10.3M - $132M
84.4K $14.6M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
5.64K
+ 111.44%
$100.09 - $100.69 $564K - $568K
10.7K $1.08M
VTV
Vanguard Value ETF

ETFs
2.07K
+ 14.32%
$159.75 - $174.57 $331K - $361K
16.5K $2.88M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.67K
+ 44.39%
$211.47 - $281.27 $565K - $751K
8.69K $2.13M
TRFM
ETF Ser Solutions Aam Transfor
15.3K
+ 108.81%
$30.06 - $35.81 $461K - $549K
29.4K $1.03M
SPY
Spdr S&P 500 ETF Trust

ETFs
64
+ 0.38%
$517.38 - $573.86 $33.1K - $36.7K
16.7K $9.61M
VGT
Vanguard Information Technolog

ETFs
776
+ 12.15%
$514.43 - $606.85 $399K - $471K
7.17K $4.2M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.69K
+ 3.61%
$54.98 - $59.51 $203K - $220K
106K $6.31M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.94K
+ 3.67%
$59.93 - $66.52 $176K - $195K
82.9K $5.51M
PM
Philip Morris International Inc.

Consumer Defensive
304
+ 1.37%
$101.25 - $127.45 $30.8K - $38.7K
22.4K $2.73M
BMY
Bristol Myers Squibb CO

Healthcare
5.58K
+ 35.75%
$39.66 - $51.75 $221K - $289K
21.2K $1.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.35K
+ 91.4%
$162.64 - $179.3 $382K - $421K
4.92K $881K
LMT
Lockheed Martin Corp

Industrials
26
+ 0.72%
$460.3 - $584.56 $12K - $15.2K
3.64K $2.13M
PLTR
Palantir Technologies Inc.

Technology
2.4K
+ 8.15%
$24.09 - $37.95 $57.8K - $91.1K
31.8K $1.18M
JPM
Jpmorgan Chase & CO

Financial Services
970
+ 3.57%
$194.9 - $224.8 $189K - $218K
28.2K $5.94M
BX
Blackstone Inc.

Financial Services
769
+ 7.33%
$120.77 - $159.66 $92.9K - $123K
11.3K $1.72M
SCHV
Schwab Strategic Tr Us Large C

ETFs
320
+ 0.53%
$73.43 - $80.37 $23.5K - $25.7K
60.2K $4.84M
JNJ
Johnson & Johnson

Healthcare
29
+ 0.12%
$145.48 - $167.38 $4.22K - $4.85K
24.7K $4M
HON
Honeywell International Inc

Industrials
2.17K
+ 25.21%
$196.73 - $220.21 $428K - $479K
10.8K $2.23M
VTI
Vanguard Total Stock Market Et

ETFs
582
+ 4.16%
$255.18 - $283.2 $149K - $165K
14.6K $4.13M
NOW
Service Now, Inc.

Technology
53
+ 1.74%
$730.87 - $937.36 $38.7K - $49.7K
3.1K $2.78M
VB
Vanguard Small Cap ETF

ETFs
1.11K
+ 19.6%
$214.77 - $237.72 $239K - $265K
6.8K $1.61M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.83K
+ 14.38%
$49.7 - $56.11 $290K - $327K
46.4K $2.55M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
178
+ 0.45%
$77.02 - $85.06 $13.7K - $15.1K
39.7K $3.35M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.54K
+ 43.83%
$125.95 - $142.04 $194K - $219K
5.06K $718K
AGNC
Agnc Investment Corp.

Real Estate
22K
+ 49.61%
$9.48 - $10.66 $208K - $234K
66.2K $692K
KO
Coca Cola CO

Consumer Defensive
387
+ 1.35%
$62.69 - $73.01 $24.3K - $28.3K
29.1K $2.09M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.75K
+ 43.63%
$117.9 - $128.2 $206K - $224K
5.75K $737K
EBC
Eastern Bankshares, Inc.

Financial Services
6.27K
+ 9.8%
$13.69 - $17.09 $85.9K - $107K
70.3K $1.15M
SPOT
Spotify Technology S.A.

Communication Services
537
+ 49.72%
$290.16 - $384.01 $156K - $206K
1.62K $595K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
39.5K
+ 122.71%
$6.3 - $6.99 $249K - $276K
71.7K $474K
XLK
Technology Sector Spdr

ETFs
1.12K
+ 13.19%
$197.34 - $237.68 $220K - $265K
9.58K $2.16M
PH
Parker Hannifin Corp

Industrials
149
+ 12.6%
$501.01 - $635.92 $74.7K - $94.8K
1.33K $841K
EPD
Enterprise Products Partners L.P.

Energy
7.89K
+ 34.44%
$27.88 - $30.0 $220K - $237K
30.8K $896K
VXF
Vanguard Extended Market ETF

ETFs
489
+ 4.71%
$163.98 - $182.92 $80.2K - $89.4K
10.9K $1.98M
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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