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
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-1.08K
- 7.13%
$67.08 - $76.14 $72.5K - $82.3K
14.1K $1.04M
D
Dominion Energy, Inc

Utilities
-64
- 0.79%
$52.85 - $57.43 $3.38K - $3.68K
8.07K $452K
IBN
Icici Bank LTD

Financial Services
-164
- 1.34%
$27.55 - $31.67 $4.52K - $5.19K
12K $379K
BR
Broadridge Financial Solutions, Inc.

Technology
-3
- 0.29%
$221.46 - $244.83 $664 - $734
1.03K $249K
CI
Cigna Corp

Healthcare
-90
- 9.97%
$274.49 - $329.0 $24.7K - $29.6K
813 $267K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-55
- 4.88%
$402.33 - $489.71 $22.1K - $26.9K
1.07K $492K
GD
General Dynamics Corp

Industrials
-134
- 2.18%
$241.94 - $272.58 $32.4K - $36.5K
6.02K $1.64M
HES
Hess Corp

Energy
-414
- 12.83%
$135.42 - $160.52 $56.1K - $66.5K
2.81K $449K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-150
- 1.92%
$33.63 - $37.64 $5.04K - $5.65K
7.65K $284K
MPC
Marathon Petroleum Corp

Energy
-7
- 0.16%
$134.72 - $159.03 $943 - $1.11K
4.27K $621K
NVS
Novartis Ag

Healthcare
-38
- 1.67%
$97.14 - $115.57 $3.69K - $4.39K
2.23K $248K
CAH
Cardinal Health Inc

Healthcare
-273
- 7.84%
$118.02 - $137.77 $32.2K - $37.6K
3.21K $441K
CTVA
Corteva, Inc.

Basic Materials
-105
- 1.67%
$55.94 - $66.15 $5.87K - $6.95K
6.18K $389K
KMB
Kimberly Clark Corp

Consumer Defensive
-85
- 2.13%
$124.46 - $147.4 $10.6K - $12.5K
3.9K $554K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-100
- 1.46%
$75.32 - $84.77 $7.53K - $8.48K
6.77K $558K
SSRM
Ssr Mining Inc.

Basic Materials
-35
- 0.35%
$7.06 - $11.21 $247 - $392
10K $108K
AON
Aon PLC

Financial Services
-42
- 3.01%
$348.44 - $409.32 $14.6K - $17.2K
1.35K $539K
CB
Chubb LTD

Financial Services
-105
- 3.77%
$257.71 - $301.99 $27.1K - $31.7K
2.68K $809K
ICE
Intercontinental Exchange, Inc.

Financial Services
-201
- 6.06%
$142.8 - $176.36 $28.7K - $35.4K
3.11K $537K
ITA
Ishares Tr

ETFs
-61
- 0.88%
$144.84 - $159.5 $8.84K - $9.73K
6.9K $1.06M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-164
- 0.59%
$33.57 - $37.22 $5.51K - $6.1K
27.7K $1M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-31
- 0.88%
$106.31 - $123.73 $3.3K - $3.84K
3.51K $434K
JOF
Japan Smaller Capitalization Fund Inc

Financial Services
-225
- 0.31%
$7.5 - $8.48 $1.69K - $1.91K
72.7K $609K
GOLD
Barrick Gold Corp

Basic Materials
-175
- 1.25%
$15.45 - $19.56 $2.7K - $3.42K
13.9K $269K
MCD
Mcdonalds Corp

Consumer Cyclical
-141
- 3.1%
$279.74 - $321.29 $39.4K - $45.3K
4.41K $1.38M
VZ
Verizon Communications Inc

Communication Services
-4.73K
- 8.96%
$37.81 - $46.49 $179K - $220K
48K $2.18M
TDG
Trans Digm Group Inc

Industrials
-3
- 0.45%
$1251.32 - $1394.11 $3.75K - $4.18K
660 $912K
AZO
Autozone Inc

Consumer Cyclical
-2
- 1.52%
$3193.96 - $3828.11 $6.39K - $7.66K
130 $495K
GLDM
World Gold Trust

ETFs
-1.08K
- 6.73%
$52.19 - $61.89 $56.3K - $66.8K
15K $913K
SLV
I Shares Silver Trust

ETFs
-1.25K
- 4.81%
$26.93 - $31.32 $33.7K - $39.2K
24.8K $767K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-27
- 0.23%
$56.12 - $68.15 $1.52K - $1.84K
12K $810K
GILD
Gilead Sciences, Inc.

Healthcare
-311
- 4.51%
$89.14 - $117.41 $27.7K - $36.5K
6.58K $737K
AZN
Astrazeneca PLC

Healthcare
-358
- 2.18%
$65.37 - $77.96 $23.4K - $27.9K
16K $1.18M
DE
Deere & CO

Industrials
-25
- 0.93%
$408.57 - $509.27 $10.2K - $12.7K
2.67K $1.25M
MMM
3 M CO

Industrials
-226
- 2.54%
$129.7 - $155.12 $29.3K - $35.1K
8.66K $1.27M
ED
Consolidated Edison Inc

Utilities
-103
- 1.54%
$88.0 - $110.59 $9.06K - $11.4K
6.59K $728K
AMT
American Tower Corp

Real Estate
-2
- 0.05%
$173.46 - $217.6 $347 - $435
3.98K $866K
SO
Southern CO

Utilities
-149
- 0.87%
$80.96 - $92.96 $12.1K - $13.9K
16.9K $1.56M
MCK
Mckesson Corp

Healthcare
-134
- 5.51%
$566.21 - $672.99 $75.9K - $90.2K
2.3K $1.55M
KO
Coca Cola CO

Consumer Defensive
-951
- 3.31%
$60.81 - $72.32 $57.8K - $68.8K
27.8K $1.99M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.51K
- 0.85%
$18.36 - $20.51 $27.7K - $31K
176K $3.51M
RSG
Republic Services, Inc.

Industrials
-1
- 0.02%
$200.09 - $242.16 $200 - $242
5.62K $1.36M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-14
- 1.25%
$1187.71 - $1432.58 $16.6K - $20.1K
1.1K $1.58M
XOM
Exxon Mobil Corp

Energy
-705
- 2.06%
$105.44 - $118.93 $74.3K - $83.8K
33.5K $3.99M
IBM
International Business Machines Corp

Technology
-108
- 0.9%
$217.4 - $264.74 $23.5K - $28.6K
11.9K $2.97M
LLY
Eli Lilly & CO

Healthcare
-524
- 3.16%
$725.72 - $929.72 $380K - $487K
16K $13.2M
JNJ
Johnson & Johnson

Healthcare
-55
- 0.22%
$142.06 - $167.7 $7.81K - $9.22K
25K $4.15M
T
At&T Inc.

Communication Services
-2.02K
- 1.72%
$21.56 - $28.28 $43.6K - $57.2K
115K $3.26M
ABBV
Abb Vie Inc.

Healthcare
-17
- 0.08%
$169.2 - $216.66 $2.88K - $3.68K
20.4K $4.27M
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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