Sea Crest Wealth Management, LLC Incresed Positions in Q4 2024

Sea Crest Wealth Management, LLC

  • $916 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
652
+ 0.19%
$221.69 - $259.02 $145K - $169K
353K $88.3M
GOOGL
Alphabet Inc.

Communication Services
1.95K
+ 1.07%
$161.86 - $196.66 $316K - $384K
185K $35.1M
TSLA
Tesla, Inc.

Consumer Cyclical
3.09K
+ 16.85%
$213.65 - $479.86 $661K - $1.48M
21.5K $8.66M
PLTR
Palantir Technologies Inc.

Technology
31.6K
+ 99.37%
$36.46 - $82.38 $1.15M - $2.61M
63.5K $4.8M
WMT
Walmart Inc.

Consumer Defensive
10.8K
+ 19.47%
$79.1 - $95.7 $852K - $1.03M
66.1K $5.97M
META
Meta Platforms, Inc.

Communication Services
1.78K
+ 8.54%
$554.08 - $632.68 $987K - $1.13M
22.6K $13.3M
SCHG
Schwab Strategic Tr Us Large C

ETFs
385K
+ 308.09%
$25.93 - $105.3 $9.99M - $40.6M
510K $14.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
958
+ 3.42%
$481.22 - $538.17 $461K - $516K
28.9K $14.8M
PVAL
Putnam ETF Tr Putnam Focused L
31.3K
+ 101.61%
$36.85 - $39.99 $1.15M - $1.25M
62.1K $2.31M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
12.1K
+ 287.87%
$47.29 - $84.74 $573K - $1.03M
16.3K $1.22M
JEPI
J P Morgan Exchange Traded Fd

ETFs
19.2K
+ 18.08%
$57.53 - $60.83 $1.1M - $1.17M
125K $7.2M
CRM
Salesforce, Inc.

Technology
280
+ 2.41%
$270.87 - $367.87 $75.8K - $103K
11.9K $3.98M
ETN
Eaton Corp PLC

Industrials
2.22K
+ 39.28%
$326.96 - $377.52 $727K - $839K
7.88K $2.61M
NFLX
Netflix Inc

Communication Services
19
+ 0.5%
$687.65 - $936.56 $13.1K - $17.8K
3.83K $3.41M
TRFM
ETF Ser Solutions Aam Transfor
15.8K
+ 53.56%
$34.49 - $40.64 $544K - $640K
45.2K $1.71M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
9.37K
+ 20.2%
$53.94 - $58.15 $505K - $545K
55.7K $3.14M
VTI
Vanguard Total Stock Market Et

ETFs
1.5K
+ 10.31%
$280.04 - $302.45 $421K - $454K
16.1K $4.66M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
693
+ 5.26%
$521.84 - $558.82 $362K - $387K
13.9K $7.47M
LEU
Centrus Energy Corp

Energy
6.65K
+ 131.07%
$55.8 - $109.53 $371K - $728K
11.7K $780K
VRT
Vertiv Holdings CO

Industrials
5.71K
+ 35.38%
N/A
21.9K $1.89M
WFC
Wells Fargo & Company

Financial Services
3.31K
+ 18.04%
$54.98 - $77.35 $182K - $256K
21.6K $1.52M
SQ
Block, Inc.

Technology
2.27K
+ 14.52%
$65.06 - $98.92 $148K - $224K
17.9K $1.52M
SNOW
Snowflake Inc.

Technology
646
+ 7.23%
$109.65 - $186.51 $70.8K - $120K
9.59K $1.48M
VGT
Vanguard Information Technolog

ETFs
289
+ 4.03%
$571.78 - $647.97 $165K - $187K
7.45K $4.63M
CRWD
Crowd Strike Holdings, Inc.

Technology
547
+ 13.84%
$275.15 - $388.2 $151K - $212K
4.5K $1.54M
AXON
Axon Enterprise, Inc.

Industrials
273
+ 24.33%
$399.22 - $689.78 $109K - $188K
1.4K $829K
MO
Altria Group, Inc.

Consumer Defensive
6.06K
+ 13.58%
$49.06 - $57.74 $297K - $350K
50.7K $2.65M
MS
Morgan Stanley

Financial Services
147
+ 0.92%
$104.42 - $134.99 $15.3K - $19.8K
16.2K $2.03M
VUG
Vanguard Growth ETF

ETFs
580
+ 12.86%
$378.79 - $428.11 $220K - $248K
5.09K $2.09M
GLD
Spdr Gold Trust

ETFs
1.52K
+ 11.32%
$236.59 - $257.5 $359K - $391K
14.9K $3.61M
COST
Costco Wholesale Corp

Consumer Defensive
53
+ 0.52%
$873.59 - $994.69 $46.3K - $52.7K
10.3K $9.46M
ACN
Accenture PLC

Technology
880
+ 54.35%
$343.9 - $376.86 $303K - $332K
2.5K $879K
ASML
Asml Holding Nv

Technology
907
+ 38.99%
$658.43 - $872.27 $597K - $791K
3.23K $2.24M
GS
Goldman Sachs Group Inc

Financial Services
266
+ 14.04%
$486.1 - $608.57 $129K - $162K
2.16K $1.24M
APO
Apollo Global Management, Inc.

Financial Services
109
+ 1.66%
$131.36 - $178.61 $14.3K - $19.5K
6.69K $1.11M
BMY
Bristol Myers Squibb CO

Healthcare
2.93K
+ 13.82%
$51.92 - $59.94 $152K - $175K
24.1K $1.36M
SPY
Spdr S&P 500 ETF Trust

ETFs
107
+ 0.64%
$567.81 - $607.81 $60.8K - $65K
16.9K $9.88M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.7K
+ 25.2%
$100.22 - $100.73 $270K - $272K
13.4K $1.34M
IYW
Ishares Dj Us Tech ETF

ETFs
1.29K
+ 16.76%
$148.14 - $166.23 $190K - $214K
8.95K $1.43M
ALGT
Allegiant Travel CO

Industrials
200
+ 3.33%
$55.0 - $94.12 $11K - $18.8K
6.21K $584K
SOFI
So Fi Technologies, Inc.

Financial Services
2.4K
+ 9.06%
$7.63 - $16.88 $18.3K - $40.5K
28.9K $444K
ET
Energy Transfer LP

Energy
7.15K
+ 27.0%
$16.05 - $19.86 $115K - $142K
33.6K $658K
ORCC
Owl Rock Capital Corp

Financial Services
17.4K
+ 18.85%
N/A
110K $1.47M
HD
Home Depot, Inc.

Consumer Cyclical
1.14K
+ 8.81%
$385.02 - $431.37 $439K - $491K
14.1K $5.47M
EMR
Emerson Electric CO

Industrials
651
+ 6.24%
$108.13 - $134.33 $70.4K - $87.4K
11.1K $1.37M
GLW
Corning Inc

Technology
4.15K
+ 53.83%
$44.11 - $49.76 $183K - $207K
11.9K $564K
CWB
Spdr Bloomberg Convertible Sec

ETFs
2.6K
+ 29.93%
$76.21 - $82.24 $198K - $214K
11.3K $879K
SPOT
Spotify Technology S.A.

Communication Services
189
+ 11.69%
$362.95 - $502.38 $68.6K - $94.9K
1.81K $807K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
4.27K
+ 43.66%
$51.58 - $52.91 $220K - $226K
14.1K $726K
Activity Summary
Buys All Purchases 361 New Holdings 62 Increased Positions 299 Sells All Sells 241 Reductions 241 Sold out 0 Options Calls 0 Puts 0
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