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
PHO
Invesco Exchange Traded Fd Tr

ETFs
-111
- 0.47%
$63.77 - $68.75 $7.08K - $7.63K
23.7K $1.53M
ADI
Analog Devices Inc

Technology
-123
- 8.02%
$201.56 - $243.82 $24.8K - $30K
1.41K $284K
PPG
Ppg Industries Inc

Basic Materials
-54
- 1.59%
$107.44 - $124.29 $5.8K - $6.71K
3.34K $365K
MET
Metlife Inc

Financial Services
-389
- 8.18%
$77.7 - $87.0 $30.2K - $33.8K
4.36K $350K
NXPI
Nxp Semiconductors N.V.

Technology
-28
- 1.48%
$189.99 - $245.86 $5.32K - $6.88K
1.87K $355K
ITW
Illinois Tool Works Inc

Industrials
-113
- 6.36%
$244.9 - $274.48 $27.7K - $31K
1.66K $412K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-140
- 4.31%
$67.24 - $84.27 $9.41K - $11.8K
3.11K $212K
CSX
Csx Corp

Industrials
-228
- 2.09%
$29.11 - $33.67 $6.64K - $7.68K
10.7K $313K
FTCS
First Trust Capital Strength E

ETFs
-441
- 8.0%
$86.39 - $91.35 $38.1K - $40.3K
5.07K $449K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-59
- 1.34%
$117.4 - $131.02 $6.93K - $7.73K
4.33K $515K
CRWD
Crowd Strike Holdings, Inc.

Technology
-222
- 4.93%
$308.86 - $455.36 $68.6K - $101K
4.28K $1.51M
TIP
Ishares Tr Tips Bd ETF

ETFs
-526
- 8.14%
$106.22 - $111.09 $55.9K - $58.4K
5.93K $656K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-631
- 6.37%
$71.17 - $73.66 $44.9K - $46.5K
9.27K $679K
MDU
Mdu Resources Group Inc

Industrials
-684
- 3.92%
$16.45 - $18.61 $11.3K - $12.7K
16.8K $283K
CINF
Cincinnati Financial Corp

Financial Services
-254
- 14.52%
$133.67 - $147.81 $34K - $37.5K
1.5K $220K
PGZ
Principal Real Estate Income Fund

Financial Services
-4.34K
- 18.12%
$9.86 - $10.75 $42.8K - $46.6K
19.6K $205K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-1.7K
- 8.77%
$25.54 - $27.64 $43.3K - $46.9K
17.6K $476K
INTU
Intuit Inc

Technology
-31
- 4.13%
$555.63 - $630.23 $17.2K - $19.5K
720 $442K
IEMG
Ishares Inc

ETFs
-545
- 9.84%
N/A
5K $267K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-77
- 5.0%
$175.5 - $209.86 $13.5K - $16.2K
1.46K $265K
VNQ
Vanguard Specialized Funds Van

ETFs
-362
- 2.68%
$85.55 - $94.34 $31K - $34.2K
13.1K $1.18M
NEE
Nextera Energy Inc

Utilities
-138
- 0.93%
$66.96 - $76.16 $9.24K - $10.5K
14.6K $1.04M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-394
- 7.97%
$49.25 - $50.66 $19.4K - $20K
4.55K $225K
NSC
Norfolk Southern Corp

Industrials
-110
- 4.4%
$227.69 - $259.76 $25K - $28.6K
2.39K $565K
ARCC
Ares Capital Corp

Financial Services
-1.98K
- 2.37%
$21.28 - $23.81 $42K - $47K
81.4K $1.8M
MSI
Motorola Solutions, Inc.

Technology
-10
- 1.45%
$411.73 - $482.1 $4.12K - $4.82K
682 $298K
UTG
Reaves Utility Income Fund

Financial Services
-815
- 11.15%
$31.08 - $34.42 $25.3K - $28.1K
6.5K $210K
DFS
Discover Financial Services

Financial Services
-65
- 2.3%
$152.99 - $203.25 $9.94K - $13.2K
2.76K $471K
EW
Edwards Lifesciences Corp

Healthcare
-150
- 3.63%
$67.95 - $76.19 $10.2K - $11.4K
3.98K $288K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-28
- 1.42%
$196.12 - $229.48 $5.49K - $6.43K
1.95K $391K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
-1.45K
- 4.02%
$11.63 - $13.3 $16.9K - $19.3K
34.7K $419K
TAP
Molson Coors Beverage CO

Consumer Defensive
-969
- 7.88%
$52.44 - $62.91 $50.8K - $61K
11.3K $689K
PEG
Public Service Enterprise Group Inc

Utilities
-7
- 0.11%
$78.2 - $90.39 $547 - $633
6.61K $544K
BBDC
Barings Bdc, Inc.

Financial Services
-1.39K
- 6.69%
$9.36 - $10.78 $13K - $15K
19.4K $186K
ATO
Atmos Energy Corp

Utilities
-237
- 14.92%
$136.51 - $154.58 $32.4K - $36.6K
1.35K $208K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-60
- 0.9%
$90.0 - $96.32 $5.4K - $5.78K
6.63K $606K
BEP
Brookfield Renewable Partners L.P.

Utilities
-75
- 0.43%
$20.03 - $23.79 $1.5K - $1.78K
17.2K $381K
XLI
Industrial Sector Spdr

ETFs
-4
- 0.06%
$128.78 - $141.67 $515 - $567
6.6K $858K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-545
- 2.11%
$17.53 - $17.87 $9.55K - $9.74K
25.3K $445K
BNDX
Vanguard Total International B

ETFs
-196
- 1.56%
$48.33 - $49.5 $9.47K - $9.7K
12.4K $605K
SYY
Sysco Corp

Consumer Defensive
-46
- 0.93%
$70.0 - $77.13 $3.22K - $3.55K
4.91K $368K
CMCSA
Comcast Corp

Communication Services
-9
- 0.06%
$33.19 - $38.23 $299 - $344
16.2K $596K
UL
Unilever PLC

Consumer Defensive
-424
- 7.44%
$54.72 - $60.29 $23.2K - $25.6K
5.27K $314K
TRV
Travelers Companies, Inc.

Financial Services
-217
- 10.37%
$232.43 - $265.13 $50.4K - $57.5K
1.88K $496K
VGI
Virtus Global Multi Sector Income Fund

Financial Services
-1.58K
- 3.27%
$7.58 - $7.94 $11.9K - $12.5K
46.6K $360K
SHW
Sherwin Williams CO

Basic Materials
-54
- 4.46%
$330.16 - $365.55 $17.8K - $19.7K
1.16K $403K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
-1.14K
- 9.94%
$21.64 - $23.93 $24.7K - $27.4K
10.4K $246K
WDI
Western Asset Diversified Income Fund

ETFs
-660
- 4.05%
$14.4 - $15.26 $9.5K - $10.1K
15.6K $225K
FISV
Fiserv Inc

Technology
-37
- 2.08%
N/A
1.75K $218K
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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