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
GLO
Clough Global Opportunities Fund

Financial Services
4.1K
+ 7.75%
$4.94 - $5.58 $20.2K - $22.9K
57K $310K
TEI
Templeton Emerging Markets Income Fund

Financial Services
2.74K
+ 15.23%
$5.32 - $5.92 $14.6K - $16.2K
20.7K $120K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
11
+ 0.59%
$210.25 - $231.86 $2.31K - $2.55K
1.89K $421K
BWX
Spdr Bloomberg International T

ETFs
4
+ 0.03%
$21.34 - $23.47 $85.4 - $93.9
13.2K $307K
CI
Cigna Corp

Healthcare
2
+ 0.14%
$319.12 - $367.1 $638 - $734
1.38K $479K
FSK
Fs Kkr Capital Corp

Financial Services
1.1K
+ 1.01%
$18.74 - $20.43 $20.5K - $22.4K
110K $2.16M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
146
+ 0.67%
$147.95 - $191.05 $21.6K - $27.9K
21.8K $3.78M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
232
+ 4.82%
$44.46 - $48.11 $10.3K - $11.2K
5.05K $242K
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
1.54K
+ 11.06%
$9.82 - $10.46 $15.1K - $16.1K
15.5K $160K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
1.61K
+ 15.78%
$10.64 - $11.07 $17.1K - $17.8K
11.8K $130K
GLQ
Clough Global Equity Fund

Financial Services
3.2K
+ 5.57%
$6.32 - $7.29 $20.2K - $23.3K
60.7K $421K
IYF
Ishares Tr

ETFs
1
+ 0.05%
$93.83 - $105.05 $93.8 - $105
2.18K $226K
CSX
Csx Corp

Industrials
237
+ 2.37%
$32.48 - $35.45 $7.7K - $8.4K
10.2K $353K
BBDC
Barings Bdc, Inc.

Financial Services
1.64K
+ 8.54%
$9.28 - $10.19 $15.2K - $16.7K
20.8K $204K
FT
Franklin Universal Trust

Financial Services
327
+ 1.66%
$6.79 - $7.58 $2.22K - $2.48K
20K $151K
TXN
Texas Instruments Inc

Technology
92
+ 0.94%
$194.6 - $194.6 $17.9K - $17.9K
9.86K $1.92M
CRDO
Credo Technology Group Holding LTD

Technology
938
+ 8.28%
$24.26 - $36.45 $22.8K - $34.2K
12.3K $377K
DC
Dakota Gold Corp.

Basic Materials
6.6K
+ 50.34%
$1.87 - $2.61 $12.3K - $17.2K
19.7K $46K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
336
+ 6.17%
$44.66 - $49.15 $15K - $16.5K
5.78K $272K
TLRY
Tilray Brands, Inc.

Healthcare
5.7K
+ 50.66%
$1.62 - $2.03 $9.23K - $11.6K
17K $29K
PCF
High Income Securities Fund

Financial Services
2.36K
+ 6.02%
$6.41 - $6.89 $15.1K - $16.2K
41.5K $283K
WTRG
Essential Utilities, Inc.

Utilities
2
+ 0.03%
$36.74 - $41.49 $73.5 - $83
7.91K $304K
FTSL
First Trust Senior Ln Fund

ETFs
23
+ 0.25%
$45.51 - $46.26 $1.05K - $1.06K
9.39K $431K
STZ
Constellation Brands, Inc.

Consumer Defensive
4
+ 0.46%
$236.42 - $259.82 $946 - $1.04K
871 $224K
Annaly Capital Management In
4.01K
+ 8.22%
N/A
52.8K $0
XYL
Xylem Inc.

Industrials
11
+ 0.48%
$126.14 - $141.53 $1.39K - $1.56K
2.32K $312K
RYH
Invesco S&P 500 Equal Weight H

ETFs
5
+ 0.03%
N/A
15.6K $0
Neos ETF Trust
2.9K
+ 48.74%
N/A
8.85K $0
Frontline PLC
5K
+ 11.32%
N/A
49.2K $0
FSCO
Fs Cr Opportunities Corp Com
492
+ 1.01%
N/A
49.4K $0
Arm Holdings PLC
1.88K
+ 38.81%
N/A
6.74K $0
Ftai Aviation LTD
795
+ 27.35%
N/A
3.7K $0
Graniteshares ETF Tr
221
+ 3.61%
N/A
6.34K $0
Fortress Biotech Inc
1K
+ 9.09%
N/A
12K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
5
+ 0.04%
N/A
11.6K $0
Strategic Trust
320
+ 4.63%
N/A
7.24K $0
Canadian Pacific Kansas City
16
+ 0.51%
N/A
3.16K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
3
+ 0.01%
N/A
50.8K $0
ROP
Roper Technologies Inc

Industrials
4
+ 0.99%
$515.25 - $576.55 $2.06K - $2.31K
409 $227K
ET
Energy Transfer LP

Energy
100
+ 0.38%
$15.43 - $16.44 $1.54K - $1.64K
26.5K $424K
EMR
Emerson Electric CO

Industrials
26
+ 0.25%
$98.19 - $118.87 $2.55K - $3.09K
10.4K $1.14M
ADM
Archer Daniels Midland CO

Consumer Defensive
25
+ 0.22%
$57.96 - $65.72 $1.45K - $1.64K
11.5K $685K
INTU
Intuit Inc

Technology
29
+ 4.41%
$602.97 - $670.49 $17.5K - $19.4K
687 $426K
CHDN
Churchill Downs Inc

Consumer Cyclical
5
+ 0.19%
$130.35 - $145.0 $652 - $725
2.69K $364K
UMC
United Microelectronics Corp

Technology
540
+ 0.89%
$7.43 - $8.89 $4.01K - $4.8K
61.2K $515K
CTRA
Coterra Energy Inc.

Energy
505
+ 4.82%
$22.62 - $27.37 $11.4K - $13.8K
11K $263K
ELV
Elevance Health, Inc.

Healthcare
41
+ 1.79%
$500.12 - $562.29 $20.5K - $23.1K
2.34K $1.21M
IEZ
Ishares Tr

ETFs
16
+ 0.09%
$19.08 - $23.8 $305 - $381
17.1K $343K
HES
Hess Corp

Energy
1
+ 0.03%
$126.3 - $155.44 $126 - $155
3.62K $491K
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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