Sea Crest Wealth Management, LLC Incresed Positions in Q3 2024

Sea Crest Wealth Management, LLC

  • $902 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DVY
Ishares Tr

ETFs
1
+ 0.03%
$119.99 - $135.74 $120 - $136
3.71K $501K
ALGT
Allegiant Travel CO

Industrials
450
+ 8.09%
$36.36 - $56.07 $16.4K - $25.2K
6.01K $330K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
6.69K
+ 14.15%
$7.06 - $7.82 $47.2K - $52.3K
54K $414K
AWK
American Water Works Company, Inc.

Utilities
10
+ 0.35%
$127.76 - $149.9 $1.28K - $1.5K
2.85K $416K
KR
Kroger CO

Consumer Defensive
41
+ 0.65%
$50.43 - $57.3 $2.07K - $2.35K
6.36K $364K
LPG
Dorian Lpg Ltd.

Energy
4.54K
+ 31.72%
$33.05 - $43.68 $150K - $198K
18.8K $648K
HIG
Hartford Financial Services Group, Inc.

Financial Services
3
+ 0.11%
$98.71 - $117.61 $296 - $353
2.77K $325K
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.95K
+ 11.23%
$17.35 - $18.22 $33.8K - $35.5K
19.3K $349K
ITW
Illinois Tool Works Inc

Industrials
15
+ 0.85%
$233.14 - $263.97 $3.5K - $3.96K
1.77K $463K
FCNCA
First Citizens Bancshares Inc

Financial Services
12
+ 7.27%
$1685.92 - $2128.51 $20.2K - $25.5K
177 $325K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
328
+ 2.26%
$26.74 - $30.37 $8.77K - $9.96K
14.8K $450K
SRE
Sempra Energy

Utilities
186
+ 4.9%
$74.97 - $84.04 $13.9K - $15.6K
3.98K $332K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
431
+ 16.83%
$100.3 - $100.74 $43.2K - $43.4K
2.99K $301K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
300
+ 6.64%
$44.07 - $50.57 $13.2K - $15.2K
4.82K $243K
FCX
Freeport Mcmoran Inc

Basic Materials
358
+ 1.94%
$39.52 - $51.92 $14.1K - $18.6K
18.8K $938K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
15
+ 0.93%
$150.01 - $182.29 $2.25K - $2.73K
1.63K $295K
VGI
Virtus Global Multi Sector Income Fund

Financial Services
2.49K
+ 6.23%
$7.55 - $8.12 $18.8K - $20.2K
42.4K $343K
VALE
Vale S.A.

Basic Materials
2K
+ 6.24%
$9.9 - $11.8 $19.8K - $23.6K
34K $397K
IJK
Ishares S&P Midcap 400 Growth

ETFs
267
+ 6.62%
$84.81 - $93.54 $22.6K - $25K
4.3K $395K
PGZ
Principal Real Estate Income Fund

Financial Services
1.79K
+ 8.36%
$10.17 - $11.22 $18.2K - $20.1K
23.3K $259K
MTB
M&T Bank Corp

Financial Services
3
+ 0.21%
$146.49 - $179.85 $439 - $540
1.43K $254K
KIO
Kkr Income Opportunities Fund

Financial Services
1.07K
+ 4.78%
$13.6 - $14.8 $14.6K - $15.9K
23.5K $346K
FXH
First Tr Exchange Trd Fd Healt

ETFs
2
+ 0.04%
$103.09 - $113.83 $206 - $228
5.23K $584K
VEU
Vanguard Ftse All World Ex Us

ETFs
30
+ 0.36%
$56.47 - $63.69 $1.69K - $1.91K
8.28K $521K
CME
Cme Group Inc.

Financial Services
34
+ 2.75%
$193.43 - $220.62 $6.58K - $7.5K
1.27K $280K
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
1.25K
+ 5.23%
$11.93 - $12.78 $14.9K - $15.9K
25.1K $320K
WDI
Western Asset Diversified Income Fund

ETFs
1.28K
+ 9.6%
$14.48 - $15.76 $18.6K - $20.2K
14.6K $229K
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
1.73K
+ 8.31%
$11.81 - $12.92 $20.4K - $22.3K
22.5K $290K
FXR
First Trust Industrials/Produc

ETFs
3
+ 0.07%
$66.85 - $75.76 $201 - $227
4.53K $343K
KMB
Kimberly Clark Corp

Consumer Defensive
131
+ 3.41%
$135.05 - $148.35 $17.7K - $19.4K
3.97K $565K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
27
+ 0.24%
$20.08 - $23.22 $542 - $627
11.5K $266K
FSLR
First Solar, Inc.

Technology
41
+ 4.11%
$205.36 - $255.78 $8.42K - $10.5K
1.04K $259K
ORI
Old Republic International Corp

Financial Services
2
+ 0.03%
$29.89 - $35.9 $59.8 - $71.8
7.44K $263K
FXL
First Tr Exchange Traded Fd Fi

ETFs
189
+ 5.89%
$122.48 - $142.51 $23.1K - $26.9K
3.4K $470K
BDX
Becton Dickinson & CO

Healthcare
93
+ 6.52%
$221.47 - $242.41 $20.6K - $22.5K
1.52K $366K
CTVA
Corteva, Inc.

Basic Materials
61
+ 1.02%
$50.72 - $58.78 $3.09K - $3.59K
6.04K $355K
PPG
Ppg Industries Inc

Basic Materials
65
+ 1.88%
$118.32 - $134.55 $7.69K - $8.75K
3.52K $465K
FTF
Franklin LTD Duration Income Trust

Financial Services
2.5K
+ 5.94%
$6.36 - $6.78 $15.9K - $16.9K
44.6K $297K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
2.79K
+ 4.97%
$5.44 - $5.91 $15.2K - $16.5K
58.8K $340K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
93
+ 0.82%
$76.38 - $78.87 $7.1K - $7.33K
11.4K $896K
WDAY
Workday, Inc.

Technology
29
+ 2.62%
$207.75 - $264.68 $6.02K - $7.68K
1.14K $277K
IVW
Ishares S&P 500 Growth ETF

ETFs
2
+ 0.02%
$84.77 - $97.13 $170 - $194
9K $861K
SYK
Stryker Corp

Healthcare
13
+ 1.19%
$315.94 - $371.96 $4.11K - $4.84K
1.1K $398K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
1.17K
+ 9.63%
$12.62 - $13.7 $14.8K - $16K
13.3K $182K
AMP
Ameriprise Financial Inc

Financial Services
6
+ 1.02%
$391.53 - $469.81 $2.35K - $2.82K
597 $280K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
362
+ 3.84%
$51.78 - $52.98 $18.7K - $19.2K
9.78K $518K
IDV
Ishares Tr

ETFs
2
+ 0.02%
$27.62 - $30.64 $55.2 - $61.3
10.4K $315K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
354
+ 1.84%
$59.61 - $60.15 $21.1K - $21.3K
19.6K $1.17M
FISV
Fiserv Inc

Technology
208
+ 13.8%
N/A
1.72K $214K
Activity Summary
Buys All Purchases 323 New Holdings 59 Increased Positions 264 Sells All Sells 270 Reductions 270 Sold out 0 Options Calls 0 Puts 0
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