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
MCHP
Microchip Technology Inc

Technology
859
+ 19.37%
$35.34 - $71.6 $30.4K - $61.5K
5.29K $372K
WMB
Williams Companies, Inc.

Energy
2.01K
+ 20.27%
$54.33 - $62.87 $109K - $126K
11.9K $749K
ROK
Rockwell Automation, Inc

Industrials
156
+ 11.38%
$218.97 - $332.17 $34.2K - $51.8K
1.53K $507K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
198
+ 7.58%
$376.48 - $440.65 $74.5K - $87.2K
2.81K $1.24M
CAH
Cardinal Health Inc

Healthcare
253
+ 7.89%
$125.0 - $168.0 $31.6K - $42.5K
3.46K $581K
ISRG
Intuitive Surgical Inc

Healthcare
61
+ 3.02%
$451.58 - $565.94 $27.5K - $34.5K
2.08K $1.13M
MDU
Mdu Resources Group Inc

Industrials
8.09K
+ 48.29%
$15.6 - $17.76 $126K - $144K
24.9K $414K
VOT
Vanguard Mid Cap Growth Index

ETFs
182
+ 9.81%
$216.28 - $284.39 $39.4K - $51.8K
2.04K $579K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
39
+ 0.76%
$113.67 - $150.4 $4.43K - $5.87K
5.15K $773K
AGNC
Agnc Investment Corp.

Real Estate
16.6K
+ 20.48%
$8.12 - $9.49 $135K - $157K
97.5K $895K
EVX
Vaneck ETF Tr Environmental Se

ETFs
750
+ 2.56%
$31.9 - $38.44 $23.9K - $28.8K
30K $1.15M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.3K
+ 48.44%
$49.79 - $50.75 $115K - $117K
7.05K $357K
QUAL
Ishares Msci Usa Quality Facto

ETFs
224
+ 3.99%
$152.42 - $182.82 $34.1K - $41K
5.83K $1.07M
GLW
Corning Inc

Technology
537
+ 4.44%
$39.07 - $52.59 $21K - $28.2K
12.6K $664K
NRZ
New Residential Investment Corp.

Real Estate
14.7K
+ 15.24%
N/A
111K $803K
CASY
Caseys General Stores Inc

Consumer Cyclical
100
+ 15.65%
$415.82 - $510.91 $41.6K - $51.1K
739 $377K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
700
+ 22.51%
$61.92 - $81.5 $43.3K - $57.1K
3.81K $310K
VNQI
Vanguard Global Ex U.S. Real

ETFs
11
+ 0.07%
$37.77 - $46.15 $415 - $508
16.3K $750K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
40
+ 2.05%
$180.84 - $240.32 $7.23K - $9.61K
1.99K $477K
VXF
Vanguard Extended Market ETF

ETFs
270
+ 18.39%
$150.43 - $192.71 $40.6K - $52K
1.74K $334K
PHYS
Sprott Physical Gold Trust

Financial Services
294
+ 0.62%
$22.82 - $26.29 $6.71K - $7.73K
47.4K $1.2M
AMT
American Tower Corp

Real Estate
303
+ 7.61%
$203.96 - $228.19 $61.8K - $69.1K
4.28K $946K
AIQ
Global X Funds Global X Artifi

ETFs
700
+ 10.89%
$31.5 - $43.69 $22.1K - $30.6K
7.13K $311K
FAST
Fastenal CO

Industrials
10.4K
+ 101.87%
$40.65 - $83.16 $423K - $866K
20.6K $866K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
909
+ 17.26%
$56.84 - $65.5 $51.7K - $59.5K
6.18K $404K
F
Ford Motor CO

Consumer Cyclical
2.45K
+ 4.31%
$8.69 - $10.85 $21.3K - $26.6K
59.4K $644K
IEFA
Ishares Tr

ETFs
61
+ 0.64%
$67.83 - $84.09 $4.14K - $5.13K
9.63K $804K
KRE
Spdr S&P Regional Banking ETF

ETFs
828
+ 10.66%
$48.81 - $59.48 $40.4K - $49.2K
8.6K $510K
GRAB
Grab Holdings LTD

Technology
11K
+ 42.31%
$3.48 - $5.25 $38.3K - $57.8K
37K $186K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
676
+ 22.32%
$100.35 - $100.71 $67.8K - $68.1K
3.71K $373K
VEU
Vanguard Ftse All World Ex Us

ETFs
211
+ 2.52%
$54.19 - $67.22 $11.4K - $14.2K
8.59K $577K
BNDX
Vanguard Total International B

ETFs
1.17K
+ 9.42%
$48.77 - $49.55 $57K - $57.9K
13.6K $671K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
322
+ 5.09%
$55.54 - $69.09 $17.9K - $22.2K
6.65K $459K
BK
Bank Of New York Mellon Corp

Financial Services
197
+ 3.28%
$73.31 - $91.62 $14.4K - $18K
6.2K $565K
LHX
L3 Harris Technologies, Inc.

Industrials
16
+ 1.15%
$200.21 - $256.99 $3.2K - $4.11K
1.41K $353K
NSC
Norfolk Southern Corp

Industrials
40
+ 1.67%
$206.34 - $257.46 $8.25K - $10.3K
2.43K $621K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
5.03K
+ 26.61%
$6.66 - $8.12 $33.5K - $40.9K
23.9K $194K
VONG
Vanguard Russell 1000 Growth E

ETFs
12
+ 0.37%
$82.51 - $109.2 $990 - $1.31K
3.25K $354K
DVY
Ishares Tr

ETFs
401
+ 10.86%
$118.37 - $134.86 $47.5K - $54.1K
4.09K $543K
IAU
Ishares Gold Trust

ETFs
388
+ 4.49%
$56.1 - $64.74 $21.8K - $25.1K
9.03K $562K
RVT
Royce Value Trust, Inc.

Financial Services
381
+ 0.66%
$12.5 - $15.21 $4.76K - $5.8K
58.2K $875K
SRE
Sempra Energy

Utilities
466
+ 11.99%
$63.78 - $78.91 $29.7K - $36.8K
4.35K $329K
ECL
Ecolab Inc.

Basic Materials
64
+ 2.99%
$225.65 - $270.95 $14.4K - $17.3K
2.2K $593K
IDV
Ishares Tr

ETFs
447
+ 4.36%
$27.79 - $34.84 $12.4K - $15.6K
10.7K $369K
UTG
Reaves Utility Income Fund

Financial Services
700
+ 10.78%
$29.08 - $36.18 $20.4K - $25.3K
7.2K $260K
FNDB
Schwab Fundamental U S Broad M

ETFs
60
+ 0.14%
$20.36 - $23.98 $1.22K - $1.44K
42.7K $1.02M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
384
+ 2.48%
$42.02 - $50.36 $16.1K - $19.3K
15.9K $791K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
2.72K
+ 5.56%
$7.42 - $8.86 $20.2K - $24.1K
51.7K $457K
EMIF
Ishares Emerging Markets Infra

ETFs
222
+ 1.48%
$19.62 - $23.9 $4.36K - $5.31K
15.2K $364K
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
Track This Portfolio

Track Sea Crest Wealth Management, LLC Portfolio

Follow Sea Crest Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sea Crest Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sea Crest Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email