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
Annaly Capital Management In
19.9K
+ 38.32%
N/A
72K $0
Nebius Group N.V.
12.4K
+ 58.01%
N/A
33.9K $0
Linde PLC
106
+ 11.84%
N/A
1K $0
Morgan Stanley ETF Trust
2.35K
+ 15.97%
N/A
17.1K $0
LQDW
Ishares Tr Invt Grade Corporat
3.5K
+ 14.58%
N/A
27.5K $0
Ishares Bitcoin Trust ETF
20.4K
+ 59.71%
N/A
54.7K $0
Strategic Trust
1.07K
+ 13.06%
N/A
9.27K $0
Tidal Tr Ii
2.6K
+ 35.37%
N/A
9.95K $0
PFN
Pimco Income Strategy Fund Ii

Financial Services
196
+ 0.84%
$6.87 - $7.56 $1.35K - $1.48K
23.6K $174K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
8
+ 0.08%
$18.11 - $18.97 $145 - $152
10.6K $199K
THW
Tekla World Healthcare Fund

Financial Services
933
+ 7.23%
$10.05 - $11.31 $9.38K - $10.6K
13.8K $142K
ROP
Roper Technologies Inc

Industrials
2
+ 0.5%
$519.19 - $590.78 $1.04K - $1.18K
404 $229K
AES
Aes Corp

Utilities
3.02K
+ 14.2%
$9.63 - $12.55 $29K - $37.9K
24.3K $255K
REZ
Ishares Tr Residential And Mul

ETFs
149
+ 2.03%
$76.14 - $86.35 $11.3K - $12.9K
7.5K $617K
BKH
Black Hills Corp

Utilities
13
+ 0.36%
$55.66 - $61.75 $724 - $803
3.65K $204K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
292
+ 0.6%
$12.21 - $13.9 $3.57K - $4.06K
48.6K $633K
CB
Chubb LTD

Financial Services
53
+ 1.98%
$274.32 - $302.46 $14.5K - $16K
2.73K $791K
EIX
Edison International

Utilities
144
+ 3.71%
$48.32 - $59.92 $6.96K - $8.63K
4.02K $207K
GIS
General Mills Inc

Consumer Defensive
401
+ 7.6%
$50.37 - $60.97 $20.2K - $24.4K
5.68K $294K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
533
+ 1.54%
$9.85 - $11.67 $5.25K - $6.22K
35.2K $395K
AJG
Arthur J. Gallagher & Co.

Financial Services
34
+ 2.25%
$310.86 - $348.77 $10.6K - $11.9K
1.54K $493K
CLX
Clorox CO

Consumer Defensive
308
+ 9.61%
$118.01 - $148.69 $36.3K - $45.8K
3.51K $421K
LOW
Lowes Companies Inc

Consumer Cyclical
106
+ 1.54%
$210.83 - $235.28 $22.3K - $24.9K
6.98K $1.55M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
15.5K
+ 1406.81%
$87.84 - $1441.89 $1.36M - $22.4M
16.6K $1.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
563
+ 0.5%
$24.32 - $27.87 $13.7K - $15.7K
113K $2.99M
XOM
Exxon Mobil Corp

Energy
2.29K
+ 6.82%
$99.93 - $119.04 $229K - $272K
35.8K $3.86M
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
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