Sea Crest Wealth Management, LLC New Holdings in Q2 2025

Sea Crest Wealth Management, LLC

  • $874 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
105K
New
$30.77 - $35.62 $3.22M - $3.73M
105K $3.73M
EWW
Ishares Inc Msci Mexico ETF

ETFs
28.3K
New
N/A
28.3K $1.61M
IDA
Idacorp Inc

Utilities
11.7K
New
$111.01 - $119.72 $1.3M - $1.4M
11.7K $1.35M
PAPR
Innovator U.S. Equity Power Bu

ETFs
20.2K
New
$33.22 - $37.29 $671K - $753K
20.2K $752K
COIN
Coinbase Global, Inc.

Technology
1.57K
New
$151.47 - $375.07 $238K - $588K
1.57K $549K
EPOL
Ishares Tr Msci Poland ETF

ETFs
14.8K
New
$24.54 - $32.26 $362K - $476K
14.8K $476K
SNY
Sanofi

Healthcare
9.37K
New
$47.62 - $55.44 $446K - $520K
9.37K $452K
BGX
Blackstone Long Short Credit Income Fund

Financial Services
36.4K
New
$11.0 - $12.41 $400K - $452K
36.4K $451K
BKNG
Booking Holdings Inc.

Consumer Cyclical
75
New
$4164.15 - $5789.24 $312K - $434K
75 $434K
CCJ
Cameco Corp

Energy
5.21K
New
$36.68 - $74.46 $191K - $388K
5.21K $386K
COF
Capital One Financial Corp

Financial Services
1.52K
New
$150.57 - $212.76 $229K - $324K
1.52K $324K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.41K
New
$171.4 - $227.1 $242K - $321K
1.41K $320K
OWL
Blue Owl Capital Inc.

Financial Services
15.2K
New
$15.9 - $21.16 $242K - $322K
15.2K $292K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.85K
New
$74.88 - $91.97 $213K - $262K
2.85K $261K
NRG
Nrg Energy, Inc.

Utilities
1.62K
New
$83.61 - $162.67 $135K - $264K
1.62K $260K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
13.7K
New
$16.43 - $18.82 $225K - $258K
13.7K $257K
QBTS
D Wave Quantum Inc.

Technology
16.5K
New
$6.22 - $19.04 $103K - $315K
16.5K $241K
PAVE
Global X Fds Us Infrastructure

ETFs
5.45K
New
$33.78 - $43.68 $184K - $238K
5.45K $237K
VBK
Vanguard Small Cap Growth ETF

ETFs
844
New
$219.76 - $276.94 $185K - $234K
844 $233K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3.82K
New
$50.39 - $60.05 $193K - $230K
3.82K $229K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
2.65K
New
$73.0 - $85.5 $193K - $226K
2.65K $222K
BEN
Franklin Resources Inc

Financial Services
8.82K
New
$16.66 - $23.85 $147K - $210K
8.82K $210K
SG
Sweetgreen, Inc.

Consumer Cyclical
14.1K
New
$12.23 - $25.56 $172K - $360K
14.1K $209K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
6.9K
New
$26.18 - $30.91 $181K - $213K
6.9K $207K
NKE
Nike, Inc.

Consumer Cyclical
2.88K
New
$53.27 - $72.04 $153K - $207K
2.88K $204K
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
16.3K
New
$10.73 - $12.54 $175K - $204K
16.3K $202K
BCAT
Black Rock Capital Allocation Trust

ETFs
11K
New
$13.2 - $15.27 $145K - $167K
11K $165K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
14.5K
New
$2.39 - $6.79 $34.7K - $98.5K
14.5K $98K
AMCR
Amcor PLC

Consumer Cyclical
10.2K
New
$8.57 - $9.81 $87K - $99.6K
10.2K $93K
LEG
Leggett & Platt Inc

Consumer Cyclical
10K
New
$6.56 - $9.72 $65.8K - $97.5K
10K $89K
CFFN
Capitol Federal Financial, Inc.

Financial Services
11.6K
New
$5.03 - $6.1 $58.3K - $70.8K
11.6K $70K
NIO
Nio Inc.

Consumer Cyclical
16.5K
New
$3.14 - $4.31 $51.7K - $71K
16.5K $56K
Innovator Etfs Trust
71.8K
New
N/A
71.8K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
9.34K
New
N/A
9.34K $0
Graniteshares ETF Tr
4.17K
New
N/A
4.17K $0
Goldman Sachs ETF Tr
10.4K
New
N/A
10.4K $0
Rocket Lab Corp
70.5K
New
N/A
70.5K $0
Barrick Mng Corp
12.5K
New
N/A
12.5K $0
South Bow Corp
8.79K
New
N/A
8.79K $0
Global X Fds
4.36K
New
N/A
4.36K $0
Everus Constr Group
4.07K
New
N/A
4.07K $0
Neos ETF Trust
8.4K
New
N/A
8.4K $0
Medicus Pharma LTD
46.6K
New
N/A
46.6K $0
Innovator Etfs Trust
13.5K
New
N/A
13.5K $0
Canadian Pacific Kansas City
2.63K
New
N/A
2.63K $0
Innovator Etfs Trust
13.6K
New
N/A
13.6K $0
Brookfield Corp
3.53K
New
N/A
3.53K $0
Innovator Etfs Trust
52K
New
N/A
52K $0
Coreweave Inc
5.2K
New
N/A
5.2K $0
Activity Summary
Buys All Purchases 231 New Holdings 54 Increased Positions 177 Sells All Sells 345 Reductions 345 Sold out 0 Options Calls 0 Puts 0
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