Sea Crest Wealth Management, LLC Incresed Positions in Q1 2025

Sea Crest Wealth Management, LLC

  • $852 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FXR
First Trust Industrials/Produc

ETFs
2
+ 0.05%
$68.3 - $79.81 $137 - $160
3.98K $275K
TOST
Toast, Inc.

Technology
76
+ 1.03%
$32.61 - $41.98 $2.48K - $3.19K
7.44K $246K
DXCM
Dexcom Inc

Healthcare
249
+ 5.6%
$67.74 - $90.75 $16.9K - $22.6K
4.7K $320K
FNDA
Schwab Fundamental U S Small C

ETFs
14
+ 0.12%
$26.87 - $30.99 $376 - $434
11.6K $316K
PNC
Pnc Financial Services Group, Inc.

Financial Services
50
+ 2.32%
$168.84 - $202.89 $8.44K - $10.1K
2.2K $386K
PRU
Prudential Financial Inc

Financial Services
27
+ 0.61%
$105.04 - $122.33 $2.84K - $3.3K
4.48K $499K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2
+ 0.05%
$81.62 - $96.63 $163 - $193
4.29K $357K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
159
+ 1.5%
$57.21 - $65.8 $9.1K - $10.5K
10.8K $628K
ISRG
Intuitive Surgical Inc

Healthcare
37
+ 1.87%
$476.63 - $610.45 $17.6K - $22.6K
2.02K $999K
EVX
Vaneck ETF Tr Environmental Se

ETFs
23K
+ 368.05%
$33.9 - $179.35 $781K - $4.13M
29.3K $1.03M
ENPH
Enphase Energy, Inc.

Technology
68
+ 1.03%
$52.87 - $73.51 $3.6K - $5K
6.67K $413K
XAR
Spdr S&P Aerospace & Defense E

ETFs
138
+ 0.86%
$157.71 - $180.77 $21.8K - $24.9K
16.2K $2.63M
DOW
Dow Inc.

Basic Materials
609
+ 5.13%
$34.36 - $41.92 $20.9K - $25.5K
12.5K $435K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3.85K
+ 4.17%
$25.58 - $29.24 $98.4K - $112K
96K $2.51M
XLY
Select Sector Spdr Consumer Di

ETFs
43
+ 2.23%
$192.6 - $233.2 $8.28K - $10K
1.97K $387K
EIX
Edison International

Utilities
458
+ 13.39%
$50.06 - $80.01 $22.9K - $36.6K
3.88K $228K
CLF
Cleveland Cliffs Inc.

Basic Materials
100
+ 0.24%
$8.22 - $12.02 $822 - $1.2K
41.9K $344K
GGAL
Grupo Financiero Galicia Sa

Financial Services
185
+ 1.97%
$54.11 - $72.22 $10K - $13.4K
9.58K $534K
IVV
Ishares Core S&P 500 ETF

ETFs
103
+ 2.92%
$554.06 - $615.85 $57.1K - $63.4K
3.63K $2.02M
UPS
United Parcel Service Inc

Industrials
325
+ 6.03%
$109.66 - $136.26 $35.6K - $44.3K
5.72K $628K
URI
United Rentals, Inc.

Industrials
5
+ 0.65%
$594.17 - $789.56 $2.97K - $3.95K
769 $481K
CHDN
Churchill Downs Inc

Consumer Cyclical
12
+ 0.46%
$106.5 - $132.91 $1.28K - $1.59K
2.61K $290K
TFC
Truist Financial Corp

Financial Services
1.06K
+ 2.24%
$39.48 - $48.15 $41.7K - $50.9K
48.2K $1.98M
SNOW
Snowflake Inc.

Technology
59
+ 0.62%
$146.16 - $192.78 $8.62K - $11.4K
9.65K $1.41M
AFRM
Affirm Holdings, Inc.

Technology
472
+ 7.44%
$43.7 - $80.98 $20.6K - $38.2K
6.82K $315K
CFG
Citizens Financial Group Inc

Financial Services
189
+ 0.66%
$39.73 - $48.36 $7.51K - $9.14K
28.9K $1.18M
PSTG
Pure Storage, Inc.

Technology
100
+ 2.11%
$44.27 - $72.37 $4.43K - $7.24K
4.84K $214K
VST
Vistra Corp.

Utilities
39
+ 0.83%
$108.49 - $191.89 $4.23K - $7.48K
4.76K $559K
MAC
Macerich CO

Real Estate
180
+ 0.48%
$15.88 - $20.87 $2.86K - $3.76K
37.9K $646K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
220
+ 1.91%
$102.49 - $119.96 $22.5K - $26.4K
11.7K $1.22M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
398
+ 2.44%
$62.43 - $84.12 $24.8K - $33.5K
16.7K $1.11M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
137
+ 2.42%
$161.27 - $192.3 $22.1K - $26.3K
5.81K $938K
VTI
Vanguard Total Stock Market Et

ETFs
546
+ 3.4%
$271.18 - $303.12 $148K - $166K
16.6K $4.55M
APLD
Applied Blockchain, Inc.

Financial Services
4.11K
+ 5.35%
$5.62 - $10.65 $23.1K - $43.7K
80.8K $462K
IYW
Ishares Dj Us Tech ETF

ETFs
234
+ 2.61%
$140.44 - $166.79 $32.9K - $39K
9.18K $1.29M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
450
+ 3.25%
$507.05 - $563.67 $228K - $254K
14.3K $7.31M
HUBB
Hubbell Inc

Industrials
93
+ 4.19%
$330.91 - $456.86 $30.8K - $42.5K
2.31K $765K
DECK
Deckers Outdoor Corp

Consumer Cyclical
626
+ 22.44%
$111.56 - $223.11 $69.8K - $140K
3.42K $381K
ALGT
Allegiant Travel CO

Industrials
125
+ 2.01%
$51.65 - $105.3 $6.46K - $13.2K
6.34K $337K
HD
Home Depot, Inc.

Consumer Cyclical
165
+ 1.17%
$347.25 - $424.87 $57.3K - $70.1K
14.2K $5.22M
META
Meta Platforms, Inc.

Communication Services
36
+ 0.16%
$576.36 - $736.67 $20.7K - $26.5K
22.7K $13.1M
CAT
Caterpillar Inc

Industrials
123
+ 1.28%
$326.75 - $407.63 $40.2K - $50.1K
9.76K $3.22M
VGT
Vanguard Information Technolog

ETFs
460
+ 6.17%
$542.38 - $646.34 $249K - $297K
7.91K $4.3M
EBS
Emergent Bio Solutions Inc.

Healthcare
13K
+ 13.87%
$4.66 - $11.66 $60.6K - $152K
107K $497K
TTD
Trade Desk, Inc.

Technology
370
+ 5.06%
$53.59 - $126.58 $19.8K - $46.8K
7.68K $420K
ETN
Eaton Corp PLC

Industrials
2
+ 0.03%
$271.83 - $371.23 $544 - $742
7.88K $2.14M
SQ
Block, Inc.

Technology
372
+ 2.08%
$54.04 - $92.95 $20.1K - $34.6K
18.3K $1.05M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.28K
+ 4.41%
$468.34 - $539.52 $598K - $688K
30.2K $14.2M
NOW
Service Now, Inc.

Technology
111
+ 3.88%
$783.83 - $1170.39 $87K - $130K
2.97K $2.37M
Activity Summary
Buys All Purchases 298 New Holdings 48 Increased Positions 250 Sells All Sells 305 Reductions 305 Sold out 0 Options Calls 0 Puts 0
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