Sea Crest Wealth Management, LLC New Holdings in Q1 2025

Sea Crest Wealth Management, LLC

  • $852 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
48.3K
New
$13.05 - $13.97 $630K - $675K
48.3K $650K
FTLS
First Tr Long/Short Equity ETF

ETFs
9.83K
New
$63.42 - $68.17 $623K - $670K
9.83K $623K
MELI
Mercadolibre Inc

Consumer Cyclical
284
New
$1739.0 - $2260.0 $494K - $642K
284 $554K
ITRN
Ituran Location & Control Ltd.

Technology
12.3K
New
$31.47 - $43.91 $388K - $541K
12.3K $450K
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
23.7K
New
$15.77 - $17.14 $374K - $406K
23.7K $377K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
763
New
$402.49 - $513.76 $307K - $392K
763 $369K
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
24.6K
New
$14.48 - $16.6 $356K - $408K
24.6K $366K
TOLZ
Dj Brookfield Global

ETFs
6.22K
New
$48.2 - $52.75 $300K - $328K
6.22K $326K
EMIF
Ishares Emerging Markets Infra

ETFs
15K
New
$20.26 - $22.05 $304K - $331K
15K $318K
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
24.3K
New
N/A
24.3K $298K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
16.3K
New
$16.48 - $19.07 $268K - $310K
16.3K $271K
NEM
Newmont Corp

Basic Materials
5.58K
New
$37.79 - $48.39 $211K - $270K
5.58K $269K
CION
Cion Investment Corp

Financial Services
25.5K
New
$10.35 - $12.55 $264K - $321K
25.5K $266K
USAC
Usa Compression Partners, LP

Energy
9.8K
New
$23.75 - $29.24 $233K - $287K
9.8K $264K
VIST
Vista Energy, S.A.B. De C.V.

Energy
5.27K
New
$42.58 - $59.5 $224K - $313K
5.27K $250K
ITCI
Intra Cellular Therapies, Inc.

Healthcare
1.9K
New
$81.78 - $131.92 $155K - $251K
1.9K $250K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
5.4K
New
$34.58 - $45.97 $187K - $248K
5.4K $246K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.75K
New
$50.48 - $51.04 $240K - $242K
4.75K $240K
VPU
Vanguard Utilities ETF

ETFs
1.41K
New
$161.24 - $173.33 $228K - $245K
1.41K $238K
NET
Cloudflare, Inc.

Technology
2.08K
New
$110.71 - $176.5 $231K - $368K
2.08K $234K
CEG
Constellation Energy Corp

Utilities
1.14K
New
$201.63 - $347.44 $230K - $396K
1.14K $234K
SGOL
Abrdn Gold ETF Trust

ETFs
7.7K
New
$25.14 - $29.82 $194K - $230K
7.7K $226K
LYB
Lyondell Basell Industries N.V.

Basic Materials
3.22K
New
$69.82 - $78.67 $225K - $253K
3.22K $226K
SNPS
Synopsys Inc

Technology
516
New
$428.58 - $551.54 $221K - $285K
516 $221K
FCAL
First Tr Iii Calif Mun High In

ETFs
4.55K
New
$48.53 - $49.76 $221K - $226K
4.55K $220K
EDV
Vanguard Extended Duration Tre

ETFs
3.12K
New
$65.05 - $73.43 $203K - $229K
3.12K $218K
QUBT
Quantum Computing Inc.

Technology
25.7K
New
$4.46 - $18.76 $115K - $482K
25.7K $217K
IRTC
I Rhythm Technologies, Inc.

Healthcare
2.03K
New
$89.44 - $119.44 $182K - $242K
2.03K $213K
HALO
Halozyme Therapeutics, Inc.

Healthcare
3.33K
New
$47.74 - $65.16 $159K - $217K
3.33K $212K
TRGP
Targa Resources Corp.

Energy
1.05K
New
$178.44 - $217.22 $187K - $228K
1.05K $210K
RIO
Rio Tinto PLC

Basic Materials
3.43K
New
$58.19 - $64.29 $199K - $220K
3.43K $205K
PGR
Progressive Corp

Financial Services
721
New
$235.61 - $291.22 $170K - $210K
721 $204K
EEM
Ishares Msci Emerging Markets

ETFs
4.67K
New
$40.81 - $45.34 $191K - $212K
4.67K $204K
OXY
Occidental Petroleum Corp

Energy
4.13K
New
$45.45 - $52.7 $188K - $218K
4.13K $203K
GNK
Genco Shipping & Trading LTD

Industrials
14.1K
New
$13.16 - $14.85 $185K - $209K
14.1K $187K
PFN
Pimco Income Strategy Fund Ii

Financial Services
23.4K
New
$7.41 - $7.64 $173K - $179K
23.4K $176K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
11K
New
$14.59 - $23.31 $161K - $257K
11K $160K
THW
Tekla World Healthcare Fund

Financial Services
12.9K
New
$11.09 - $12.2 $143K - $158K
12.9K $149K
GRAB
Grab Holdings LTD

Technology
26K
New
$4.12 - $5.34 $107K - $139K
26K $117K
GEVO
Gevo, Inc.

Basic Materials
10K
New
$1.14 - $2.85 $11.4K - $28.5K
10K $11K
Exchange Traded Concepts Tru
6.87K
New
N/A
6.87K $0
Hafnia LTD
29.4K
New
N/A
29.4K $0
Richtech Robotics Inc
14.4K
New
N/A
14.4K $0
Unity Biotechnology Inc
27.8K
New
N/A
27.8K $0
Tidal Tr Ii
35.4K
New
N/A
35.4K $0
Tempus Ai Inc
11.1K
New
N/A
11.1K $0
Super Micro Computer Inc
32.2K
New
N/A
32.2K $0
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
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