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
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-939
- 1.49%
$20.2 - $22.24 $19K - $20.9K
61.9K $1.32M
OPP
River North/Double Line Strategic Opportunity Fund, Inc.

Financial Services
-2.33K
- 3.63%
$8.31 - $8.77 $19.3K - $20.4K
61.7K $530K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-328
- 3.7%
$42.5 - $46.71 $13.9K - $15.3K
8.53K $386K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
-80
- 0.55%
$13.1 - $13.52 $1.05K - $1.08K
14.6K $192K
HSY
Hershey CO

Consumer Defensive
-29
- 1.7%
$144.74 - $186.36 $4.2K - $5.4K
1.67K $286K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-93
- 1.56%
$76.94 - $78.28 $7.16K - $7.28K
5.86K $458K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-12
- 0.25%
$126.11 - $135.06 $1.51K - $1.62K
4.72K $601K
TTE
Total Energies Se

Energy
-25
- 0.57%
N/A
4.34K $298K
DVY
Ishares Tr

ETFs
-53
- 1.42%
$128.58 - $138.1 $6.81K - $7.32K
3.69K $490K
Tidal Tr Ii
-1.4K
- 16.0%
N/A
7.35K $0
FTNT
Fortinet, Inc.

Technology
-75
- 1.93%
$92.49 - $114.57 $6.94K - $8.59K
3.81K $367K
Flutter Entmt PLC
-10
- 0.66%
N/A
1.5K $0
Arista Networks Inc
-885
- 5.13%
N/A
16.4K $0
Te Connectivity PLC
-75
- 2.34%
N/A
3.13K $0
Strategic Trust
-88
- 1.06%
N/A
8.2K $0
C
Citigroup Inc

Financial Services
-101
- 0.8%
$67.23 - $84.63 $6.79K - $8.55K
12.6K $891K
Arm Holdings PLC
-1.23K
- 20.81%
N/A
4.7K $0
Armour Residential Reit Inc
-400
- 2.38%
N/A
16.4K $0
Sr Bancorp Inc
-6.01K
- 16.02%
N/A
31.5K $0
Sila Realty Trust Inc
-383
- 3.78%
N/A
9.75K $0
Knife River Corp
-250
- 7.67%
N/A
3.01K $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
-240
- 3.25%
N/A
7.13K $0
PSJ
Invesco Exchange Traded Fd Tr

ETFs
-1.14K
- 12.53%
N/A
7.92K $0
Ishares Bitcoin Trust ETF
-4K
- 10.47%
N/A
34.2K $0
PLD
Prologis, Inc.

Real Estate
-135
- 5.28%
$103.59 - $124.04 $14K - $16.7K
2.42K $270K
Neos ETF Trust
-3.1K
- 31.96%
N/A
6.6K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
-605
- 5.23%
N/A
11K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
-865
- 5.53%
N/A
14.8K $0
Ftai Aviation LTD
-3.78K
- 57.67%
N/A
2.78K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-2.03K
- 3.99%
N/A
48.7K $0
PDI
Pimco Dynamic Income Fund

Financial Services
-680
- 5.61%
$18.51 - $20.05 $12.6K - $13.6K
11.4K $225K
AIG
American International Group, Inc.

Financial Services
-489
- 14.94%
$70.5 - $86.94 $34.5K - $42.5K
2.78K $242K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-53
- 0.2%
$8.58 - $8.9 $455 - $472
26K $227K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-100
- 0.8%
$38.89 - $41.6 $3.89K - $4.16K
12.5K $499K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.27K
- 3.18%
$25.81 - $28.52 $32.9K - $36.3K
38.8K $1.07M
HLN
Haleon PLC

Healthcare
-304
- 2.84%
$9.02 - $10.67 $2.74K - $3.24K
10.4K $106K
PARA
Paramount Global

Communication Services
-1.54K
- 7.35%
$10.16 - $12.14 $15.7K - $18.7K
19.4K $224K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-228
- 11.6%
$208.48 - $244.03 $47.5K - $55.6K
1.74K $423K
PAYX
Paychex Inc

Industrials
-191
- 7.56%
$136.06 - $154.52 $26K - $29.5K
2.33K $360K
JKHY
Henry Jack & Associates Inc

Technology
-17
- 1.33%
$166.47 - $191.28 $2.83K - $3.25K
1.27K $230K
KR
Kroger CO

Consumer Defensive
-482
- 8.12%
$58.36 - $67.72 $28.1K - $32.6K
5.45K $369K
CCI
Crown Castle International Corp

Real Estate
-222
- 9.65%
$84.33 - $106.39 $18.7K - $23.6K
2.08K $216K
OTIS
Otis Worldwide Corp

Industrials
-202
- 7.27%
$90.77 - $104.01 $18.3K - $21K
2.58K $266K
AFL
Aflac Inc

Financial Services
-248
- 4.93%
$100.99 - $111.19 $25K - $27.6K
4.78K $531K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-52
- 1.19%
$87.68 - $94.52 $4.56K - $4.92K
4.32K $400K
CLOV
Clover Health Investments, Corp.

Healthcare
-2K
- 4.64%
$3.13 - $4.82 $6.26K - $9.64K
41.1K $147K
ROP
Roper Technologies Inc

Industrials
-31
- 7.16%
$502.71 - $593.81 $15.6K - $18.4K
402 $237K
CSCO
Cisco Systems, Inc.

Technology
-1.1K
- 3.46%
$58.74 - $64.87 $64.6K - $71.3K
30.6K $1.89M
IEFA
Ishares Tr

ETFs
-653
- 6.39%
$69.57 - $78.65 $45.4K - $51.4K
9.57K $731K
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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