Sea Crest Wealth Management, LLC Reduced Holdings in Q1 2025

Sea Crest Wealth Management, LLC

  • $852 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VDE
Vanguard Energy ETF

ETFs
-2.28K
- 24.37%
$119.14 - $132.76 $272K - $303K
7.08K $908K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-10.1K
- 17.15%
$24.05 - $24.86 $244K - $252K
48.9K $1.21M
NVO
Novo Nordisk A S

Healthcare
-278
- 2.41%
$69.3 - $90.95 $19.3K - $25.3K
11.2K $780K
TGT
Target Corp

Consumer Defensive
-630
- 13.45%
$103.65 - $142.5 $65.3K - $89.8K
4.05K $423K
HON
Honeywell International Inc

Industrials
-252
- 2.36%
$202.75 - $226.52 $51.1K - $57.1K
10.4K $2.21M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-2.5K
- 22.13%
$75.99 - $81.58 $190K - $204K
8.79K $676K
DELL
Dell Technologies Inc.

Technology
-1.16K
- 29.14%
$90.34 - $124.66 $105K - $144K
2.82K $256K
ADBE
Adobe Inc.

Technology
-75
- 2.66%
$377.84 - $464.11 $28.3K - $34.8K
2.74K $1.05M
LMT
Lockheed Martin Corp

Industrials
-109
- 2.84%
$423.19 - $506.29 $46.1K - $55.2K
3.73K $1.66M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2.56K
- 38.14%
$77.7 - $78.94 $199K - $202K
4.15K $327K
VDC
Vanguard Consumer Staples ETF

ETFs
-937
- 44.6%
$206.54 - $226.16 $194K - $212K
1.16K $250K
FSK
Fs Kkr Capital Corp

Financial Services
-5.01K
- 4.74%
$20.47 - $24.06 $103K - $121K
101K $2.11M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.95K
- 12.74%
$105.1 - $109.61 $205K - $214K
13.4K $1.45M
PANW
Palo Alto Networks Inc

Technology
-183
- 1.34%
$167.82 - $208.28 $30.7K - $38.1K
13.4K $2.29M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-7.69K
- 6.41%
$27.01 - $28.54 $208K - $219K
112K $3.1M
EQIX
Equinix Inc

Real Estate
-130
- 22.65%
$803.0 - $959.97 $104K - $125K
444 $362K
DIS
Walt Disney CO

Communication Services
-414
- 3.89%
$96.87 - $114.0 $40.1K - $47.2K
10.2K $1.01M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-432
- 20.43%
$302.31 - $337.54 $131K - $146K
1.68K $513K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-1.84K
- 11.31%
$97.38 - $104.52 $179K - $192K
14.4K $1.45M
EMR
Emerson Electric CO

Industrials
-58
- 0.52%
$108.64 - $131.17 $6.3K - $7.61K
11K $1.21M
GLQ
Clough Global Equity Fund

Financial Services
-22.1K
- 35.09%
$6.24 - $7.02 $138K - $155K
40.9K $261K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-3.28K
- 4.65%
$21.75 - $24.28 $71.4K - $79.7K
67.3K $1.48M
BAC
Bank Of America Corp

Financial Services
-1.65K
- 4.18%
$39.61 - $47.74 $65.3K - $78.7K
37.8K $1.58M
PNQI
Invesco Nasdaq Internet ETF

ETFs
-2.27K
- 9.89%
$43.72 - $51.15 $99.1K - $116K
20.7K $914K
VB
Vanguard Small Cap ETF

ETFs
-116
- 1.67%
$217.89 - $252.64 $25.3K - $29.3K
6.84K $1.52M
IWM
Ishares Russell 2000 ETF

ETFs
-391
- 10.95%
$198.1 - $229.79 $77.5K - $89.8K
3.18K $637K
MO
Altria Group, Inc.

Consumer Defensive
-9.06K
- 17.87%
$50.81 - $60.02 $460K - $544K
41.6K $2.5M
PWR
Quanta Services, Inc.

Industrials
-136
- 7.19%
$236.71 - $358.03 $32.2K - $48.7K
1.76K $446K
SCHO
Schwab Short Term Us Treasury

ETFs
-6.43K
- 22.52%
$24.1 - $24.34 $155K - $157K
22.1K $538K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-15
- 0.21%
$65.15 - $91.81 $977 - $1.38K
7.07K $461K
DOCU
Docusign, Inc.

Technology
-950
- 12.8%
$74.7 - $97.7 $71K - $92.8K
6.47K $526K
VAL
Valaris LTD

Energy
-2.25K
- 24.01%
$32.85 - $49.52 $73.9K - $111K
7.12K $281K
KIO
Kkr Income Opportunities Fund

Financial Services
-8.56K
- 35.22%
$12.16 - $13.6 $104K - $116K
15.7K $193K
PEP
Pepsico Inc

Consumer Defensive
-515
- 1.96%
$142.64 - $156.42 $73.5K - $80.6K
25.7K $3.86M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-437
- 4.16%
$77.33 - $90.16 $33.8K - $39.4K
10.1K $786K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-4.5K
- 10.75%
$29.82 - $30.1 $134K - $135K
37.4K $1.12M
LOW
Lowes Companies Inc

Consumer Cyclical
-129
- 1.84%
$222.66 - $268.42 $28.7K - $34.6K
6.88K $1.6M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-377
- 21.36%
$186.55 - $250.04 $70.3K - $94.3K
1.39K $279K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-2.14K
- 19.23%
$50.17 - $51.45 $108K - $110K
9K $453K
AXP
American Express CO

Financial Services
-84
- 2.55%
$255.39 - $325.87 $21.5K - $27.4K
3.2K $862K
GLO
Clough Global Opportunities Fund

Financial Services
-19.5K
- 32.49%
$4.84 - $5.37 $94.5K - $105K
40.6K $199K
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
-1.45K
- 6.79%
$20.63 - $25.57 $29.9K - $37.1K
19.9K $419K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-17
- 1.67%
$283.06 - $421.16 $4.81K - $7.16K
1K $283K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
-16.5K
- 28.89%
$5.3 - $5.75 $87.7K - $95.1K
40.7K $219K
KMI
Kinder Morgan, Inc.

Energy
-4.65K
- 20.28%
$26.1 - $31.22 $121K - $145K
18.3K $522K
EBC
Eastern Bankshares, Inc.

Financial Services
-2.5K
- 3.64%
$15.29 - $19.15 $38.2K - $47.9K
66.3K $1.08M
USMC
Principal ETF U S Mega Cap

ETFs
-345
- 1.41%
$55.72 - $63.13 $19.2K - $21.8K
24.2K $1.37M
GM
General Motors CO

Consumer Cyclical
-1.33K
- 20.29%
$45.22 - $54.92 $60.3K - $73.3K
5.24K $246K
FVD
First Tr Value Line Divid Inde

ETFs
-2.38K
- 26.88%
$42.61 - $45.51 $101K - $108K
6.46K $285K
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
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