Sea Crest Wealth Management, LLC Reduced Holdings in Q3 2024

Sea Crest Wealth Management, LLC

  • $902 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHA
Schwab Strategic Tr Us Small C

ETFs
-575
- 1.09%
$46.9 - $51.96 $27K - $29.9K
51.9K $2.67M
PG
Procter & Gamble CO

Consumer Defensive
-26
- 0.11%
$160.76 - $177.82 $4.18K - $4.62K
24.7K $4.27M
VBR
Vanguard Small Cap Value ETF

ETFs
-30
- 0.27%
$179.99 - $201.6 $5.4K - $6.05K
11.2K $2.24M
T
At&T Inc.

Communication Services
-6.03K
- 5.07%
$18.21 - $22.28 $110K - $134K
113K $2.48M
RTX
Raytheon Technologies Corp

Industrials
-364
- 2.81%
$99.55 - $123.34 $36.2K - $44.9K
12.6K $1.53M
UNH
Unitedhealth Group Inc

Healthcare
-17
- 0.54%
$488.01 - $604.18 $8.3K - $10.3K
3.15K $1.84M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-460
- 0.49%
$36.98 - $41.55 $17K - $19.1K
92.8K $3.82M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-538
- 3.71%
$57.22 - $80.08 $30.8K - $43.1K
14K $1.09M
V
Visa Inc.

Financial Services
-409
- 1.27%
$253.74 - $291.56 $104K - $119K
31.9K $8.77M
MMM
3 M CO

Industrials
-447
- 4.28%
$99.69 - $139.42 $44.6K - $62.3K
9.99K $1.36M
ORCL
Oracle Corp

Technology
-495
- 3.17%
$125.9 - $170.35 $62.3K - $84.3K
15.1K $2.58M
GE
General Electric CO

Industrials
-496
- 3.09%
$156.66 - $189.66 $77.7K - $94.1K
15.6K $2.94M
CAT
Caterpillar Inc

Industrials
-32
- 0.33%
$316.8 - $391.12 $10.1K - $12.5K
9.6K $3.76M
WMT
Walmart Inc.

Consumer Defensive
-777
- 1.39%
$66.91 - $81.4 $52K - $63.2K
55.3K $4.47M
HD
Home Depot, Inc.

Consumer Cyclical
-122
- 0.93%
$333.64 - $405.2 $40.7K - $49.4K
12.9K $5.24M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.73K
- 8.63%
$191.76 - $263.26 $332K - $456K
18.4K $4.8M
META
Meta Platforms, Inc.

Communication Services
-840
- 3.87%
$453.41 - $572.44 $381K - $481K
20.8K $11.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-953
- 3.24%
$405.19 - $478.57 $386K - $456K
28.4K $13.1M
AAPL
Apple Inc.

Technology
-3.13K
- 0.88%
$207.23 - $234.82 $648K - $735K
352K $82M
Activity Summary
Buys All Purchases 323 New Holdings 59 Increased Positions 264 Sells All Sells 270 Reductions 270 Sold out 0 Options Calls 0 Puts 0
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