Sea Crest Wealth Management, LLC Incresed Positions in Q2 2025

Sea Crest Wealth Management, LLC

  • $874 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.77K
+ 9.15%
$416.06 - $551.64 $1.15M - $1.53M
33K $18.2M
META
Meta Platforms, Inc.

Communication Services
284
+ 1.25%
$484.66 - $738.09 $138K - $210K
22.9K $16.9M
PLTR
Palantir Technologies Inc.

Technology
4.75K
+ 9.07%
$74.01 - $144.25 $352K - $685K
57.2K $7.79M
SCHG
Schwab Strategic Tr Us Large C

ETFs
30.3K
+ 6.23%
$22.27 - $29.21 $674K - $884K
516K $15.1M
NFLX
Netflix Inc

Communication Services
879
+ 21.68%
$855.86 - $1339.13 $752K - $1.18M
4.93K $6.61M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
134K
+ 254.47%
$18.96 - $20.43 $2.54M - $2.74M
187K $3.81M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
27.5K
+ 126.29%
$71.28 - $83.74 $1.96M - $2.3M
49.2K $4.12M
HOOD
Robinhood Markets, Inc.

Technology
14.8K
+ 79.11%
$34.17 - $93.63 $506K - $1.39M
33.5K $3.14M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.67K
+ 8.19%
$141.37 - $228.57 $235K - $381K
22K $4.98M
VGT
Vanguard Information Technolog

ETFs
350
+ 4.42%
$470.37 - $663.28 $165K - $232K
8.26K $5.48M
GLDM
World Gold Trust

ETFs
16.3K
+ 108.61%
$58.96 - $67.97 $958K - $1.1M
31.2K $2.05M
TRFM
ETF Ser Solutions Aam Transfor
14.6K
+ 37.13%
$29.9 - $43.19 $436K - $630K
53.9K $2.3M
GE
General Electric CO

Industrials
263
+ 1.85%
$166.81 - $257.39 $43.9K - $67.7K
14.5K $3.73M
NOW
Service Now, Inc.

Technology
184
+ 6.19%
$721.65 - $1040.18 $133K - $191K
3.16K $3.24M
AMD
Advanced Micro Devices Inc

Technology
135
+ 0.69%
$78.21 - $143.81 $10.6K - $19.4K
19.7K $2.8M
PVAL
Putnam ETF Tr Putnam Focused L
14.5K
+ 19.05%
$33.6 - $40.23 $489K - $585K
90.9K $3.66M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
10.5K
+ 19.09%
$45.88 - $54.4 $483K - $572K
65.6K $3.57M
XLK
Technology Sector Spdr

ETFs
865
+ 8.67%
$179.73 - $253.23 $155K - $219K
10.8K $2.75M
JEPI
J P Morgan Exchange Traded Fd

ETFs
11.4K
+ 8.6%
$51.14 - $57.0 $583K - $649K
144K $8.18M
SPOT
Spotify Technology S.A.

Communication Services
100
+ 3.92%
$503.3 - $775.9 $50.3K - $77.6K
2.65K $2.03M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.32K
+ 0.97%
$19.1 - $23.83 $44.4K - $55.3K
241K $5.75M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
3.56K
+ 21.26%
$60.61 - $87.72 $216K - $312K
20.3K $1.72M
MELI
Mercadolibre Inc

Consumer Cyclical
158
+ 55.63%
$1794.73 - $2613.63 $284K - $413K
442 $1.16M
VIST
Vista Energy, S.A.B. De C.V.

Energy
11.7K
+ 222.07%
$34.98 - $53.05 $409K - $620K
17K $810K
VV
Vanguard Large Cap ETF

ETFs
1.33K
+ 22.58%
$228.25 - $285.3 $304K - $380K
7.23K $2.06M
PH
Parker Hannifin Corp

Industrials
576
+ 43.08%
$517.23 - $700.54 $298K - $404K
1.91K $1.34M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
3.42K
+ 132.42%
$101.93 - $128.63 $348K - $439K
5.99K $771K
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
15.7K
+ 78.89%
$17.61 - $24.82 $276K - $390K
35.6K $883K
IYW
Ishares Dj Us Tech ETF

ETFs
658
+ 7.16%
$122.57 - $173.27 $80.7K - $114K
9.84K $1.71M
VST
Vistra Corp.

Utilities
212
+ 4.45%
$98.07 - $195.04 $20.8K - $41.3K
4.97K $964K
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.67K
+ 41.87%
$72.96 - $90.39 $267K - $331K
12.4K $1.11M
URI
United Rentals, Inc.

Industrials
381
+ 49.54%
$551.94 - $753.4 $210K - $287K
1.15K $866K
PFE
Pfizer Inc

Healthcare
18.2K
+ 26.67%
$21.59 - $24.84 $393K - $453K
86.6K $2.1M
APP
App Lovin Corp

Technology
540
+ 27.57%
$219.37 - $417.89 $118K - $226K
2.5K $874K
VO
Vanguard Mid Cap ETF

ETFs
514
+ 6.13%
$228.54 - $279.83 $117K - $144K
8.89K $2.49M
USAC
Usa Compression Partners, LP

Energy
14.6K
+ 148.98%
$22.12 - $27.69 $323K - $404K
24.4K $593K
MSTR
Microstrategy Inc

Technology
47
+ 1.9%
$237.95 - $421.61 $11.2K - $19.8K
2.52K $1.02M
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
FTEC
Fidelity Covington Tr Msci Inf

ETFs
257
+ 4.42%
$139.8 - $197.22 $35.9K - $50.7K
6.07K $1.2M
AXP
American Express CO

Financial Services
247
+ 7.71%
$231.39 - $318.98 $57.2K - $78.8K
3.45K $1.1M
TLT
Ishares Barclays 20+ Year Trea

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

ETFs
440
+ 6.43%
$193.73 - $237.37 $85.2K - $104K
7.28K $1.72M
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
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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