Sea Crest Wealth Management, LLC Incresed Positions in Q3 2025

Sea Crest Wealth Management, LLC

  • $882 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
474
+ 0.4%
$175.16 - $255.24 $83K - $121K
118K $28.7M
PSLV
Sprott Physical Silver Trust

Financial Services
168K
+ 153.52%
$12.24 - $15.73 $2.05M - $2.64M
277K $4.35M
SCHG
Schwab Strategic Tr Us Large C

ETFs
14K
+ 2.71%
$28.92 - $32.19 $405K - $451K
530K $16.9M
HOOD
Robinhood Markets, Inc.

Technology
31
+ 0.09%
$91.27 - $143.18 $2.83K - $4.44K
33.6K $4.81M
GLD
Spdr Gold Trust

ETFs
1.41K
+ 9.13%
$300.96 - $355.47 $423K - $499K
16.8K $5.97M
VGT
Vanguard Information Technolog

ETFs
410
+ 4.96%
$656.44 - $753.15 $269K - $309K
8.67K $6.48M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
421
+ 2.82%
$567.77 - $614.76 $239K - $259K
15.4K $9.41M
PVAL
Putnam ETF Tr Putnam Focused L
15.3K
+ 16.87%
$39.93 - $42.72 $612K - $655K
106K $4.54M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
6.47K
+ 13.14%
$84.28 - $89.46 $545K - $579K
55.7K $4.95M
BND
Vanguard Bd Index Fd Inc Total

ETFs
9.09K
+ 139.53%
$72.57 - $74.72 $660K - $679K
15.6K $1.16M
LOW
Lowes Companies Inc

Consumer Cyclical
1.45K
+ 20.71%
$215.01 - $273.02 $311K - $395K
8.43K $2.12M
C
Citigroup Inc

Financial Services
3.63K
+ 31.05%
$85.57 - $103.49 $310K - $375K
15.3K $1.55M
INTC
Intel Corp

Technology
8.7K
+ 37.64%
$19.31 - $35.5 $168K - $309K
31.8K $1.07M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
594
+ 8.99%
$275.84 - $326.36 $164K - $194K
7.2K $2.35M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.1K
+ 0.46%
$23.82 - $25.84 $26.3K - $28.5K
242K $6.23M
VO
Vanguard Mid Cap ETF

ETFs
1.1K
+ 12.35%
$279.83 - $293.74 $307K - $323K
9.99K $2.93M
URI
United Rentals, Inc.

Industrials
177
+ 15.39%
$774.14 - $975.23 $137K - $173K
1.33K $1.27M
FPE
First Tr Pfd Secs & Income ETF

ETFs
20.1K
+ 82.43%
$17.81 - $18.39 $358K - $369K
44.4K $810K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.43K
+ 40.57%
$128.6 - $136.01 $313K - $331K
8.43K $1.14M
AGNC
Agnc Investment Corp.

Real Estate
31.5K
+ 32.3%
$9.2 - $10.37 $290K - $326K
129K $1.26M
IYW
Ishares Dj Us Tech ETF

ETFs
617
+ 6.27%
$171.38 - $197.01 $106K - $122K
10.5K $2.05M
JCI
Johnson Controls International PLC

Industrials
2.93K
+ 60.83%
$103.24 - $111.73 $302K - $327K
7.74K $850K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
4.23K
+ 9.13%
$43.65 - $46.42 $185K - $196K
50.6K $2.35M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
5.71K
+ 30.9%
$50.9 - $52.37 $290K - $299K
24.2K $1.26M
APLD
Applied Blockchain, Inc.

Financial Services
4.52K
+ 28.06%
$9.18 - $24.67 $41.5K - $111K
20.6K $472K
TRFM
ETF Ser Solutions Aam Transfor
48
+ 0.09%
$42.56 - $49.21 $2.04K - $2.36K
53.9K $2.61M
VTV
Vanguard Value ETF

ETFs
676
+ 4.1%
$175.51 - $186.57 $119K - $126K
17.2K $3.2M
MU
Micron Technology Inc

Technology
111
+ 1.83%
$104.88 - $168.89 $11.6K - $18.7K
6.17K $1.03M
CRDO
Credo Technology Group Holding LTD

Technology
201
+ 4.41%
$87.59 - $172.31 $17.6K - $34.6K
4.76K $693K
VUG
Vanguard Growth ETF

ETFs
144
+ 3.17%
$433.97 - $484.08 $62.5K - $69.7K
4.68K $2.24M
CFG
Citizens Financial Group Inc

Financial Services
1.7K
+ 8.79%
$46.1 - $53.65 $78.3K - $91.1K
21K $1.12M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
421
+ 6.94%
$195.29 - $223.85 $82.2K - $94.2K
6.49K $1.44M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.38K
+ 18.49%
$100.16 - $100.7 $238K - $239K
15.2K $1.53M
PDI
Pimco Dynamic Income Fund

Financial Services
11.7K
+ 102.22%
$18.85 - $20.07 $221K - $235K
23.1K $458K
VB
Vanguard Small Cap ETF

ETFs
416
+ 5.72%
$237.58 - $259.17 $98.8K - $108K
7.69K $1.96M
SLV
I Shares Silver Trust

ETFs
3
+ 0.01%
$32.73 - $42.5 $98.2 - $128
24.2K $1.03M
WMB
Williams Companies, Inc.

Energy
3.54K
+ 29.65%
$56.52 - $64.01 $200K - $226K
15.5K $979K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
1.76K
+ 32.46%
$108.47 - $114.7 $191K - $202K
7.2K $825K
EPOL
Ishares Tr Msci Poland ETF

ETFs
7.01K
+ 47.47%
$31.29 - $34.07 $219K - $239K
21.8K $700K
CEG
Constellation Energy Corp

Utilities
639
+ 74.13%
$298.82 - $354.89 $191K - $227K
1.5K $493K
CWB
Spdr Bloomberg Convertible Sec

ETFs
1.37K
+ 17.29%
$82.29 - $90.77 $113K - $125K
9.31K $842K
IVV
Ishares Core S&P 500 ETF

ETFs
21
+ 0.6%
$620.67 - $670.08 $13K - $14.1K
3.54K $2.37M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
844
+ 16.36%
$112.94 - $129.99 $95.3K - $110K
6K $768K
PAVE
Global X Fds Us Infrastructure

ETFs
3.25K
+ 59.71%
$44.02 - $47.63 $143K - $155K
8.7K $414K
PNQI
Invesco Nasdaq Internet ETF

ETFs
1.48K
+ 6.98%
$51.24 - $57.08 $75.9K - $84.6K
22.7K $1.27M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
281
+ 0.31%
$28.15 - $30.13 $7.91K - $8.47K
90.5K $2.68M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.43K
+ 52.93%
$79.76 - $85.78 $114K - $123K
4.14K $350K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
290
+ 1.43%
$82.96 - $95.7 $24.1K - $27.8K
20.6K $1.85M
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
9.16K
+ 17.72%
$8.8 - $9.5 $80.6K - $87K
60.8K $575K
Activity Summary
Buys All Purchases 242 New Holdings 68 Increased Positions 174 Sells All Sells 357 Reductions 357 Sold out 0 Options Calls 0 Puts 0
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