Sea Crest Wealth Management, LLC Reduced Holdings in Q3 2025

Sea Crest Wealth Management, LLC

  • $882 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-123K
- 37.59%
$153.3 - $186.58 $18.9M - $23M
205K $38.2M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-174K
- 93.07%
$20.22 - $21.71 $3.51M - $3.77M
12.9K $279K
MSFT
Microsoft Corp

Technology
-7.86K
- 12.01%
$491.09 - $535.64 $3.86M - $4.21M
57.6K $29.8M
PLTR
Palantir Technologies Inc.

Technology
-28.4K
- 49.68%
$130.68 - $186.97 $3.71M - $5.31M
28.8K $5.25M
WMT
Walmart Inc.

Consumer Defensive
-23.9K
- 50.08%
$94.4 - $104.27 $2.26M - $2.49M
23.8K $2.46M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-5.73K
- 17.36%
$546.99 - $602.2 $3.13M - $3.45M
27.3K $16.4M
AMZN
Amazon Com Inc

Consumer Cyclical
-7.64K
- 8.43%
$211.65 - $238.24 $1.62M - $1.82M
83K $18.2M
AMD
Advanced Micro Devices Inc

Technology
-9.22K
- 46.73%
$134.8 - $184.42 $1.24M - $1.7M
10.5K $1.7M
ORCC
Owl Rock Capital Corp

Financial Services
-80.1K
- 87.29%
N/A
11.7K $156K
NFLX
Netflix Inc

Communication Services
-208
- 4.22%
$1147.87 - $1297.18 $239K - $270K
4.73K $5.67M
COST
Costco Wholesale Corp

Consumer Defensive
-200
- 2.05%
$915.95 - $994.57 $183K - $199K
9.54K $8.83M
UBER
Uber Technologies, Inc

Technology
-10.4K
- 22.45%
$86.91 - $99.57 $907K - $1.04M
36.1K $3.53M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-7.62K
- 65.6%
$108.46 - $120.63 $827K - $920K
4K $474K
VZ
Verizon Communications Inc

Communication Services
-17.9K
- 37.4%
$40.84 - $45.06 $731K - $806K
30K $1.32M
IBM
International Business Machines Corp

Technology
-1.99K
- 17.34%
$234.77 - $292.47 $467K - $582K
9.49K $2.68M
COP
Conocophillips

Energy
-7.98K
- 47.21%
$91.0 - $98.99 $726K - $790K
8.92K $843K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.25K
- 8.29%
$459.11 - $506.91 $1.03M - $1.14M
24.9K $12.5M
PM
Philip Morris International Inc.

Consumer Defensive
-1.36K
- 6.96%
$157.77 - $183.27 $214K - $248K
18.1K $2.94M
CRM
Salesforce, Inc.

Technology
-871
- 8.36%
$231.66 - $273.65 $202K - $238K
9.55K $2.26M
META
Meta Platforms, Inc.

Communication Services
-650
- 2.83%
$695.21 - $791.73 $452K - $515K
22.3K $16.4M
EWW
Ishares Inc Msci Mexico ETF

ETFs
-9.34K
- 32.98%
N/A
19K $1.08M
LMT
Lockheed Martin Corp

Industrials
-1.29K
- 40.95%
$410.74 - $499.21 $531K - $645K
1.86K $930K
RTX
Raytheon Technologies Corp

Industrials
-4.96K
- 35.29%
$144.19 - $167.33 $715K - $830K
9.09K $1.52M
PG
Procter & Gamble CO

Consumer Defensive
-2.5K
- 12.56%
$150.47 - $161.22 $377K - $404K
17.4K $2.68M
PFE
Pfizer Inc

Healthcare
-22.1K
- 25.56%
$23.29 - $25.88 $515K - $573K
64.4K $1.64M
T
At&T Inc.

Communication Services
-14.3K
- 19.7%
$26.94 - $29.62 $386K - $425K
58.5K $1.65M
F
Ford Motor CO

Consumer Cyclical
-40K
- 67.33%
$10.82 - $12.09 $433K - $484K
19.4K $232K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-6.73K
- 38.79%
$59.81 - $60.11 $403K - $405K
10.6K $636K
FSK
Fs Kkr Capital Corp

Financial Services
-2.12K
- 3.37%
$14.93 - $22.48 $31.7K - $47.7K
60.8K $907K
LLY
Eli Lilly & CO

Healthcare
-212
- 1.5%
$625.65 - $812.69 $133K - $172K
13.9K $10.6M
NOW
Service Now, Inc.

Technology
-44
- 1.39%
$850.86 - $1044.69 $37.4K - $46K
3.11K $2.86M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-937
- 33.36%
$435.72 - $463.74 $408K - $435K
1.87K $868K
QCOM
Qualcomm Inc

Technology
-2.78K
- 19.85%
$145.84 - $173.55 $405K - $482K
11.2K $1.86M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-4.1K
- 34.47%
$38.58 - $58.24 $158K - $239K
7.8K $305K
ACN
Accenture PLC

Technology
-1.01K
- 47.58%
$232.56 - $304.78 $235K - $308K
1.11K $274K
VEA
Vanguard Ftse Developed Market

ETFs
-8.11K
- 16.32%
$56.02 - $60.3 $454K - $489K
41.5K $2.49M
SHEL
Shell PLC

Energy
-5.19K
- 17.91%
$69.82 - $73.93 $362K - $383K
23.8K $1.7M
ASML
Asml Holding Nv

Technology
-687
- 34.33%
$689.63 - $968.09 $474K - $665K
1.31K $1.27M
BA
Boeing CO

Industrials
-1.63K
- 43.11%
$209.79 - $237.38 $343K - $388K
2.16K $465K
MELI
Mercadolibre Inc

Consumer Cyclical
-87
- 19.68%
$2292.04 - $2514.05 $199K - $219K
355 $829K
VRT
Vertiv Holdings CO

Industrials
-3.76K
- 67.37%
N/A
1.82K $157K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-14.6K
- 21.97%
$22.9 - $23.58 $334K - $344K
51.8K $1.22M
SFST
Southern First Bancshares Inc

Financial Services
-9.74K
- 51.06%
$38.64 - $45.54 $376K - $443K
9.33K $411K
DE
Deere & CO

Industrials
-353
- 13.61%
$457.26 - $524.37 $161K - $185K
2.24K $1.02M
ZTS
Zoetis Inc.

Healthcare
-1.7K
- 46.62%
$141.13 - $159.19 $240K - $271K
1.95K $285K
AXON
Axon Enterprise, Inc.

Industrials
-158
- 10.73%
$698.02 - $870.97 $110K - $138K
1.32K $943K
GWW
W.W. Grainger, Inc.

Industrials
-182
- 17.07%
$932.44 - $1059.49 $170K - $193K
884 $842K
SBUX
Starbucks Corp

Consumer Cyclical
-2.12K
- 17.73%
$81.9 - $96.86 $173K - $205K
9.82K $830K
OKE
Oneok Inc

Energy
-2.25K
- 21.3%
$71.36 - $83.47 $160K - $188K
8.31K $606K
Activity Summary
Buys All Purchases 242 New Holdings 68 Increased Positions 174 Sells All Sells 357 Reductions 357 Sold out 0 Options Calls 0 Puts 0
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