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
CSCO
Cisco Systems, Inc.

Technology
178
+ 0.56%
$52.45 - $60.02 $9.34K - $10.7K
31.7K $1.88M
DDOG
Datadog, Inc.

Technology
916
+ 37.07%
$113.98 - $168.65 $104K - $154K
3.39K $483K
SKYY
First Trust Cloud Computing Et

ETFs
219
+ 2.16%
$99.98 - $130.46 $21.9K - $28.6K
10.4K $1.24M
T
At&T Inc.

Communication Services
4.66K
+ 4.14%
$21.22 - $23.88 $98.9K - $111K
117K $2.67M
GGAL
Grupo Financiero Galicia Sa

Financial Services
30
+ 0.32%
$41.94 - $68.72 $1.26K - $2.06K
9.39K $585K
PANW
Palo Alto Networks Inc

Technology
6.92K
+ 103.19%
$181.96 - $405.9 $1.26M - $2.81M
13.6K $2.48M
VO
Vanguard Mid Cap ETF

ETFs
680
+ 9.07%
$261.5 - $284.63 $178K - $194K
8.18K $2.16M
XLK
Technology Sector Spdr

ETFs
489
+ 5.1%
$220.26 - $241.44 $108K - $118K
10.1K $2.34M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.77K
+ 38.8%
$71.75 - $75.11 $199K - $208K
9.9K $711K
RTX
Raytheon Technologies Corp

Industrials
2.1K
+ 16.65%
$114.45 - $127.21 $240K - $267K
14.7K $1.7M
BA
Boeing CO

Industrials
467
+ 15.1%
$138.14 - $180.72 $64.5K - $84.4K
3.56K $629K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
2.03K
+ 18.31%
$119.34 - $127.78 $242K - $260K
13.1K $1.57M
PNQI
Invesco Nasdaq Internet ETF

ETFs
1.74K
+ 8.21%
$42.94 - $49.52 $74.7K - $86.1K
22.9K $1.07M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
166K
+ 200.87%
$22.01 - $66.82 $3.66M - $11.1M
249K $5.66M
CRON
Cronos Group Inc.

Healthcare
82.5K
+ 77.29%
$1.87 - $2.29 $154K - $189K
189K $382K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
4.05K
+ 12.49%
$40.97 - $42.66 $166K - $173K
36.4K $1.51M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
1.41K
+ 49.65%
$101.22 - $107.72 $142K - $151K
4.24K $433K
QUAL
Ishares Msci Usa Quality Facto

ETFs
761
+ 15.48%
$176.42 - $186.91 $134K - $142K
5.68K $1.01M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.56K
+ 44.23%
$46.48 - $51.32 $119K - $131K
8.34K $401K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
402
+ 7.63%
$170.03 - $192.78 $68.4K - $77.5K
5.67K $1.05M
FCNCA
First Citizens Bancshares Inc

Financial Services
37
+ 20.9%
$1818.92 - $2353.08 $67.3K - $87.1K
214 $452K
VXF
Vanguard Extended Market ETF

ETFs
200
+ 1.84%
$179.17 - $207.15 $35.8K - $41.4K
11.1K $2.1M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
26
+ 2.62%
$260.53 - $404.79 $6.77K - $10.5K
1.02K $389K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.43K
+ 18.09%
$56.06 - $61.35 $136K - $149K
15.9K $895K
ROK
Rockwell Automation, Inc

Industrials
355
+ 37.53%
$264.65 - $302.92 $94K - $108K
1.3K $371K
C
Citigroup Inc

Financial Services
203
+ 1.63%
$61.31 - $72.5 $12.4K - $14.7K
12.7K $891K
OKE
Oneok Inc

Energy
389
+ 4.92%
$92.28 - $117.05 $35.9K - $45.5K
8.29K $832K
FXF
Invesco Currency Shares Swiss Franc Trust

ETFs
1.29K
+ 51.84%
$97.84 - $104.89 $126K - $135K
3.76K $368K
FPE
First Tr Pfd Secs & Income ETF

ETFs
6.55K
+ 33.94%
$17.65 - $18.18 $116K - $119K
25.9K $457K
LNG
Cheniere Energy, Inc.

Energy
74
+ 2.94%
$181.07 - $225.92 $13.4K - $16.7K
2.59K $556K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.71K
+ 37.38%
$87.1 - $98.49 $149K - $168K
6.27K $547K
DFS
Discover Financial Services

Financial Services
1
+ 0.04%
$136.3 - $182.67 $136 - $183
2.83K $489K
CFG
Citizens Financial Group Inc

Financial Services
246
+ 0.86%
$39.92 - $48.46 $9.82K - $11.9K
28.7K $1.26M
TQQQ
Proshares Ultrapro Qqq

ETFs
26
+ 0.2%
$69.42 - $93.29 $1.8K - $2.43K
12.8K $1.01M
IVW
Ishares S&P 500 Growth ETF

ETFs
325
+ 3.61%
$94.43 - $105.47 $30.7K - $34.3K
9.32K $946K
AXP
American Express CO

Financial Services
4
+ 0.12%
$267.35 - $305.57 $1.07K - $1.22K
3.29K $975K
XLY
Select Sector Spdr Consumer Di

ETFs
176
+ 10.06%
$194.8 - $239.43 $34.3K - $42.1K
1.93K $432K
ISRG
Intuitive Surgical Inc

Healthcare
42
+ 2.16%
$471.27 - $550.62 $19.8K - $23.1K
1.98K $1.03M
CARR
Carrier Global Corp

Industrials
1.7K
+ 51.96%
$66.69 - $82.65 $113K - $140K
4.96K $338K
EQIX
Equinix Inc

Real Estate
50
+ 9.54%
$865.69 - $985.0 $43.3K - $49.3K
574 $541K
DBB
Invesco Db Base Metals Fund

ETFs
6.12K
+ 29.25%
$18.85 - $21.42 $115K - $131K
27K $509K
VVR
Invesco Senior Income Trust

Financial Services
20.2K
+ 38.56%
$3.83 - $4.07 $77.4K - $82.2K
72.6K $286K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
1.18K
+ 32.72%
$63.01 - $68.55 $74.5K - $81.1K
4.8K $303K
AON
Aon PLC

Financial Services
155
+ 12.51%
$344.14 - $393.31 $53.3K - $61K
1.39K $500K
BNDX
Vanguard Total International B

ETFs
1.68K
+ 15.42%
$48.91 - $50.61 $82.3K - $85.2K
12.6K $617K
VBR
Vanguard Small Cap Value ETF

ETFs
476
+ 4.26%
$197.36 - $217.3 $93.9K - $103K
11.7K $2.31M
GLDM
World Gold Trust

ETFs
1.27K
+ 8.63%
$50.76 - $55.23 $64.7K - $70.4K
16K $833K
DMO
Western Asset Mortgage Opportunity Fund Inc.

Financial Services
5.86K
+ 21.57%
$11.8 - $12.29 $69.1K - $72K
33K $389K
HIG
Hartford Financial Services Group, Inc.

Financial Services
775
+ 28.03%
$107.06 - $123.74 $83K - $95.9K
3.54K $387K
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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