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
NHS
Neuberger Berman High Yield Strategies Fund Inc.

Financial Services
2.25K
+ 5.35%
$7.47 - $8.54 $16.8K - $19.2K
44.3K $331K
UPS
United Parcel Service Inc

Industrials
150
+ 2.86%
$122.65 - $138.35 $18.4K - $20.8K
5.39K $680K
IQLT
Ishares Msci Intl Quality Fact

ETFs
11
+ 0.14%
$37.12 - $41.23 $408 - $454
7.92K $293K
SCHA
Schwab Strategic Tr Us Small C

ETFs
50K
+ 96.32%
$25.33 - $51.16 $1.27M - $2.56M
102K $2.64M
VICI
Vici Properties Inc.

Real Estate
73
+ 0.72%
$28.27 - $33.19 $2.06K - $2.42K
10.2K $298K
SHW
Sherwin Williams CO

Basic Materials
23
+ 1.94%
$338.75 - $399.71 $7.79K - $9.19K
1.21K $411K
KMB
Kimberly Clark Corp

Consumer Defensive
11
+ 0.28%
$130.37 - $146.09 $1.43K - $1.61K
3.98K $522K
O
Realty Income Corp

Real Estate
116
+ 2.35%
$51.76 - $64.71 $6K - $7.51K
5.05K $269K
VEU
Vanguard Ftse All World Ex Us

ETFs
32
+ 0.39%
$57.29 - $63.1 $1.83K - $2.02K
8.31K $477K
BBY
Best Buy CO Inc

Consumer Cyclical
19
+ 0.71%
$85.2 - $101.35 $1.62K - $1.93K
2.69K $231K
MCD
Mcdonalds Corp

Consumer Cyclical
48
+ 1.07%
$288.47 - $316.54 $13.8K - $15.2K
4.55K $1.32M
AWP
Aberdeen Global Premier Properties Fund

Financial Services
76
+ 0.1%
$3.8 - $4.57 $289 - $347
72.9K $281K
MDT
Medtronic PLC

Healthcare
251
+ 3.25%
$79.61 - $92.24 $20K - $23.2K
7.97K $636K
DD
Du Pont De Nemours, Inc.

Basic Materials
842
+ 8.85%
$75.95 - $88.05 $63.9K - $74.1K
10.4K $789K
NOC
Northrop Grumman Corp

Industrials
9
+ 0.81%
$466.52 - $543.88 $4.2K - $4.89K
1.12K $523K
URI
United Rentals, Inc.

Industrials
24
+ 3.24%
$704.44 - $880.32 $16.9K - $21.1K
764 $538K
EVX
Vaneck ETF Tr Environmental Se

ETFs
1
+ 0.02%
$170.76 - $191.9 $171 - $192
6.26K $1.07M
SBUX
Starbucks Corp

Consumer Cyclical
50
+ 0.44%
$87.44 - $102.5 $4.37K - $5.13K
11.4K $1.03M
CMCSA
Comcast Corp

Communication Services
1
+ 0.01%
$37.39 - $45.14 $37.4 - $45.1
16.2K $606K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
358
+ 2.46%
$47.92 - $55.17 $17.2K - $19.8K
14.9K $717K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
270
+ 0.95%
$442.29 - $483.08 $119K - $130K
28.7K $13M
AGNC
Agnc Investment Corp.

Real Estate
557
+ 0.84%
$9.21 - $10.59 $5.13K - $5.9K
66.8K $615K
AEP
American Electric Power CO Inc

Utilities
282
+ 2.84%
$90.91 - $102.21 $25.6K - $28.8K
10.2K $942K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
80.3K
+ 202.27%
$26.93 - $84.95 $2.16M - $6.82M
120K $3.28M
SO
Southern CO

Utilities
628
+ 3.82%
$81.5 - $94.15 $51.2K - $59.1K
17.1K $1.41M
CL
Colgate Palmolive CO

Consumer Defensive
154
+ 2.12%
$90.22 - $102.31 $13.9K - $15.8K
7.42K $674K
WM
Waste Management Inc

Industrials
30
+ 0.2%
$201.79 - $228.46 $6.05K - $6.85K
15.3K $3.1M
SCHP
Schwab Strategic Us Tips ETF

ETFs
28.4K
+ 96.36%
$25.74 - $53.78 $732K - $1.53M
57.9K $1.5M
COP
Conocophillips

Energy
115
+ 0.68%
$95.12 - $114.72 $10.9K - $13.2K
17.1K $1.69M
VNQI
Vanguard Global Ex U.S. Real

ETFs
256
+ 1.82%
$39.22 - $47.52 $10K - $12.2K
14.3K $565K
SCHC
Schwab Strategic Tr Intl Small

ETFs
524
+ 1.92%
$33.93 - $38.37 $17.8K - $20.1K
27.9K $957K
ADM
Archer Daniels Midland CO

Consumer Defensive
105
+ 0.92%
$49.38 - $59.52 $5.18K - $6.25K
11.6K $584K
NUE
Nucor Corp

Basic Materials
76
+ 2.02%
$115.78 - $167.74 $8.8K - $12.7K
3.84K $447K
DOW
Dow Inc.

Basic Materials
273
+ 2.36%
$39.1 - $55.34 $10.7K - $15.1K
11.9K $476K
LOW
Lowes Companies Inc

Consumer Cyclical
28
+ 0.4%
$244.52 - $284.07 $6.85K - $7.95K
7.01K $1.73M
MDU
Mdu Resources Group Inc

Industrials
8
+ 0.05%
$15.1 - $30.28 $121 - $242
17.4K $314K
SCHX
Schwab Strategic Tr Us Large C

ETFs
43.9K
+ 164.37%
$22.4 - $68.28 $983K - $3M
70.6K $1.64M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
34.9K
+ 88.92%
$22.63 - $47.53 $789K - $1.66M
74.1K $1.68M
VEA
Vanguard Ftse Developed Market

ETFs
117
+ 0.29%
$47.57 - $52.44 $5.57K - $6.14K
41K $1.96M
FCX
Freeport Mcmoran Inc

Basic Materials
307
+ 1.63%
$38.08 - $50.82 $11.7K - $15.6K
19.1K $727K
SCHR
Schwab Intermediate Term Us Tr

ETFs
26.5K
+ 81.6%
$24.19 - $50.58 $642K - $1.34M
59.1K $1.43M
UNH
Unitedhealth Group Inc

Healthcare
71
+ 2.25%
$485.52 - $625.25 $34.5K - $44.4K
3.22K $1.63M
QCOM
Qualcomm Inc

Technology
141
+ 0.84%
$150.4 - $178.04 $21.2K - $25.1K
17K $2.61M
CAT
Caterpillar Inc

Industrials
30
+ 0.31%
$360.37 - $416.88 $10.8K - $12.5K
9.63K $3.49M
LMT
Lockheed Martin Corp

Industrials
192
+ 5.27%
$479.66 - $614.62 $92.1K - $118K
3.84K $1.86M
SCHV
Schwab Strategic Tr Us Large C

ETFs
114K
+ 188.9%
$25.79 - $80.4 $2.93M - $9.15M
174K $4.54M
JNJ
Johnson & Johnson

Healthcare
374
+ 1.51%
$143.34 - $165.86 $53.6K - $62K
25.1K $3.63M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
84.6K
+ 91.22%
$18.41 - $40.87 $1.56M - $3.46M
177K $3.28M
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
Track This Portfolio

Track Sea Crest Wealth Management, LLC Portfolio

Follow Sea Crest Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sea Crest Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sea Crest Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email