Sea Crest Wealth Management, LLC New Holdings in Q3 2024

Sea Crest Wealth Management, LLC

  • $902 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
11.1K
New
$110.06 - $128.44 $1.22M - $1.43M
11.1K $1.41M
MAA
Mid America Apartment Communities Inc.

Real Estate
7.9K
New
$138.8 - $166.65 $1.1M - $1.32M
7.9K $1.25M
PVAL
Putnam ETF Tr Putnam Focused L
30.8K
New
$35.03 - $37.94 $1.08M - $1.17M
30.8K $1.17M
REZ
Ishares Tr Residential And Mul

ETFs
11.6K
New
$76.42 - $91.19 $889K - $1.06M
11.6K $1.03M
NTAP
Net App, Inc.

Technology
5.81K
New
$114.18 - $134.62 $664K - $782K
5.81K $717K
CWB
Spdr Bloomberg Convertible Sec

ETFs
8.69K
New
$71.19 - $76.59 $619K - $665K
8.69K $665K
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.11K
New
$283.28 - $314.39 $597K - $663K
2.11K $663K
VNQI
Vanguard Global Ex U.S. Real

ETFs
14K
New
$40.45 - $47.24 $568K - $663K
14K $658K
DBB
Invesco Db Base Metals Fund

ETFs
20.9K
New
$18.08 - $20.99 $378K - $439K
20.9K $434K
FTNT
Fortinet, Inc.

Technology
4.24K
New
$55.39 - $77.55 $235K - $329K
4.24K $328K
CEG
Constellation Energy Corp

Utilities
1.03K
New
$167.08 - $262.86 $172K - $270K
1.03K $267K
CARR
Carrier Global Corp

Industrials
3.27K
New
$61.9 - $80.88 $202K - $264K
3.27K $262K
FXF
Invesco Currency Shares Swiss Franc Trust

ETFs
2.48K
New
$98.38 - $105.75 $244K - $262K
2.48K $260K
EEM
Ishares Msci Emerging Markets

ETFs
5.56K
New
$40.42 - $46.7 $225K - $260K
5.56K $254K
PWV
Invesco Exchange Traded Fd Tr

ETFs
4.37K
New
$54.33 - $59.01 $237K - $258K
4.37K $254K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.06K
New
$114.73 - $120.23 $236K - $247K
2.06K $245K
BCC
Boise Cascade CO

Basic Materials
1.72K
New
$114.59 - $144.69 $197K - $249K
1.72K $242K
TMUS
T Mobile Us, Inc.

Communication Services
1.18K
New
$175.14 - $206.36 $206K - $243K
1.18K $242K
PZZA
Papa Johns International Inc

Consumer Cyclical
4.3K
New
$40.26 - $53.87 $173K - $232K
4.3K $231K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
3.62K
New
$58.75 - $64.07 $212K - $232K
3.62K $231K
ENB
Enbridge Inc

Energy
5.58K
New
$35.27 - $41.18 $197K - $230K
5.58K $226K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
4.56K
New
$48.27 - $49.43 $220K - $225K
4.56K $225K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
2.93K
New
$69.31 - $77.34 $203K - $226K
2.93K $224K
UTG
Reaves Utility Income Fund

Financial Services
6.82K
New
$27.16 - $32.8 $185K - $224K
6.82K $223K
ATO
Atmos Energy Corp

Utilities
1.6K
New
$114.08 - $138.75 $182K - $221K
1.6K $221K
BKH
Black Hills Corp

Utilities
3.61K
New
$53.42 - $61.53 $193K - $222K
3.61K $220K
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
8.77K
New
$22.14 - $24.83 $194K - $218K
8.77K $217K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
758
New
$256.4 - $289.78 $194K - $220K
758 $215K
ERIE
Erie Indemnity CO

Financial Services
398
New
$356.56 - $544.84 $142K - $217K
398 $214K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.06K
New
$178.94 - $207.0 $189K - $219K
1.06K $212K
PENN
Penn National Gaming Inc

Consumer Cyclical
11.3K
New
$16.97 - $20.77 $191K - $234K
11.3K $212K
AIQ
Global X Funds Global X Artifi

ETFs
5.68K
New
$31.85 - $37.36 $181K - $212K
5.68K $211K
RBCAA
Republic Bancorp Inc

Financial Services
3.19K
New
$51.45 - $68.36 $164K - $218K
3.19K $208K
JKHY
Henry Jack & Associates Inc

Technology
1.16K
New
$160.87 - $177.06 $187K - $206K
1.16K $205K
JPIE
J P Morgan Exchange Traded Fd
4.39K
New
$45.17 - $46.39 $198K - $204K
4.39K $203K
BKNG
Booking Holdings Inc.

Consumer Cyclical
48
New
$3305.62 - $4268.05 $159K - $205K
48 $202K
SGOL
Abrdn Gold ETF Trust

ETFs
8.04K
New
$22.26 - $25.51 $179K - $205K
8.04K $201K
FUNC
First United Corp

Financial Services
6.77K
New
$20.4 - $30.77 $138K - $208K
6.77K $201K
FTA
First Tr Large Cap Value

ETFs
2.54K
New
$72.76 - $79.13 $185K - $201K
2.54K $201K
ITB
Ishares Tr

ETFs
1.58K
New
$97.52 - $128.64 $154K - $203K
1.58K $200K
ARES
Ares Management Corp

Financial Services
1.29K
New
$133.73 - $158.05 $172K - $203K
1.29K $200K
NEM
Newmont Corp

Basic Materials
3.75K
New
$41.65 - $55.85 $156K - $209K
3.75K $200K
CHY
Calamos Convertible & High Income Fund

Financial Services
11.9K
New
$11.13 - $12.01 $132K - $142K
11.9K $141K
SSRM
Ssr Mining Inc.

Basic Materials
10K
New
$4.35 - $6.15 $43.5K - $61.5K
10K $56K
ONCY
Oncolytics Biotech Inc

Healthcare
26K
New
$0.87 - $1.08 $22.6K - $28.1K
26K $22K
Trust For Professional Manag
18.3K
New
N/A
18.3K $0
Texas Cap Tex Equity Index E
567K
New
N/A
567K $0
Te Connectivity PLC
3.34K
New
N/A
3.34K $0
Grayscale Ethereum Mini Tr E
10.2K
New
N/A
10.2K $0
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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