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
XLE
Energy Sector Spdr

ETFs
473
+ 4.74%
$83.32 - $97.27 $39.4K - $46K
10.5K $896K
JKHY
Henry Jack & Associates Inc

Technology
118
+ 10.14%
$171.12 - $186.18 $20.2K - $22K
1.28K $224K
CINF
Cincinnati Financial Corp

Financial Services
40
+ 2.34%
$132.86 - $160.16 $5.31K - $6.41K
1.75K $251K
CASY
Caseys General Stores Inc

Consumer Cyclical
16
+ 2.57%
$366.65 - $427.88 $5.87K - $6.85K
639 $253K
PENN
Penn National Gaming Inc

Consumer Cyclical
425
+ 3.77%
$18.13 - $22.34 $7.71K - $9.49K
11.7K $231K
IWB
Ishares Tr Russell 1000 ETF

ETFs
6
+ 0.28%
$311.11 - $335.64 $1.87K - $2.01K
2.12K $681K
PRU
Prudential Financial Inc

Financial Services
242
+ 5.75%
$114.59 - $129.52 $27.7K - $31.3K
4.45K $527K
JCI
Johnson Controls International PLC

Industrials
154
+ 3.23%
$74.23 - $86.6 $11.4K - $13.3K
4.93K $388K
ALL
Allstate Corp

Financial Services
65
+ 4.11%
$181.25 - $208.2 $11.8K - $13.5K
1.65K $317K
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
1.67K
+ 10.78%
$10.2 - $10.51 $17K - $17.5K
17.2K $177K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
360
+ 10.37%
$74.5 - $78.37 $26.8K - $28.2K
3.83K $286K
FAST
Fastenal CO

Industrials
132
+ 1.33%
$69.99 - $84.35 $9.24K - $11.1K
10.1K $722K
TDG
Trans Digm Group Inc

Industrials
83
+ 14.31%
$1239.0 - $1442.53 $103K - $120K
663 $840K
PNR
Pentair PLC

Industrials
55
+ 2.07%
$95.0 - $109.21 $5.23K - $6.01K
2.71K $272K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
1.35K
+ 10.17%
$13.12 - $13.68 $17.8K - $18.5K
14.7K $195K
SSRM
Ssr Mining Inc.

Basic Materials
35
+ 0.35%
$5.28 - $8.12 $185 - $284
10K $69K
FNDX
Schwab Fundamental U S Large C

ETFs
9.11K
+ 214.86%
$23.49 - $71.77 $214K - $654K
13.4K $316K
AZO
Autozone Inc

Consumer Cyclical
1
+ 0.76%
$2981.19 - $3370.27 $2.98K - $3.37K
132 $422K
IAU
Ishares Gold Trust

ETFs
215
+ 2.66%
$48.37 - $52.65 $10.4K - $11.3K
8.29K $410K
FISV
Fiserv Inc

Technology
67
+ 3.91%
N/A
1.78K $223K
XLV
Select Sector Spdr Fund Health

ETFs
386
+ 13.98%
$136.28 - $154.74 $52.6K - $59.7K
3.15K $433K
UTG
Reaves Utility Income Fund

Financial Services
490
+ 7.18%
$30.81 - $34.99 $15.1K - $17.1K
7.31K $231K
NRZ
New Residential Investment Corp.

Real Estate
951
+ 1.02%
N/A
94.6K $685K
TEI
Templeton Emerging Markets Income Fund

Financial Services
3.98K
+ 19.21%
$5.09 - $5.89 $20.3K - $23.5K
24.7K $126K
VIG
Vanguard Dividend Appreciation

ETFs
36
+ 0.21%
N/A
17K $3.09M
FTSL
First Trust Senior Ln Fund

ETFs
22
+ 0.23%
$45.9 - $46.48 $1.01K - $1.02K
9.42K $435K
CHY
Calamos Convertible & High Income Fund

Financial Services
150
+ 1.26%
$11.79 - $12.56 $1.77K - $1.88K
12K $145K
NSC
Norfolk Southern Corp

Industrials
152
+ 6.48%
$230.6 - $277.0 $35.1K - $42.1K
2.5K $586K
IWM
Ishares Russell 2000 ETF

ETFs
14
+ 0.39%
$216.13 - $242.4 $3.03K - $3.39K
3.57K $789K
BDX
Becton Dickinson & CO

Healthcare
115
+ 7.57%
$220.02 - $243.75 $25.3K - $28K
1.64K $370K
MLM
Martin Marietta Materials Inc

Basic Materials
35
+ 5.59%
$516.5 - $619.58 $18.1K - $21.7K
661 $341K
AIG
American International Group, Inc.

Financial Services
77
+ 2.41%
$70.0 - $79.22 $5.39K - $6.1K
3.27K $238K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
239
+ 3.7%
$91.94 - $100.02 $22K - $23.9K
6.69K $619K
CTVA
Corteva, Inc.

Basic Materials
244
+ 4.04%
$55.21 - $64.13 $13.5K - $15.6K
6.29K $358K
RSP
Invesco S&P 500 Equal Weight E

ETFs
113
+ 2.55%
$174.22 - $187.62 $19.7K - $21.2K
4.54K $796K
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
603
+ 6.87%
$22.12 - $24.37 $13.3K - $14.7K
9.37K $219K
WDI
Western Asset Diversified Income Fund

ETFs
1.64K
+ 11.18%
$14.2 - $15.71 $23.2K - $25.7K
16.3K $231K
DGX
Quest Diagnostics Inc

Healthcare
12
+ 0.7%
N/A
1.73K $236K
CLX
Clorox CO

Consumer Defensive
17
+ 0.5%
$156.51 - $169.74 $2.66K - $2.89K
3.45K $559K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
27
+ 0.9%
$100.16 - $100.7 $2.7K - $2.72K
3.02K $302K
RYH
Invesco S&P 500 Equal Weight H

ETFs
5
+ 0.03%
N/A
15.6K $0
Linde PLC
5
+ 0.57%
N/A
875 $0
Ishares Bitcoin Trust ETF
4.91K
+ 14.74%
N/A
38.2K $0
Ftai Aviation LTD
2.85K
+ 77.07%
N/A
6.56K $0
Knife River Corp
73
+ 2.29%
N/A
3.26K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
6
+ 0.05%
N/A
11.6K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
2.7K
+ 27.24%
N/A
12.6K $0
Morgan Stanley ETF Trust
2.31K
+ 37.2%
N/A
8.52K $0
Neos ETF Trust
850
+ 9.6%
N/A
9.7K $0
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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