Sea Crest Wealth Management, LLC Sells in Q4 2024

Sea Crest Wealth Management, LLC

  • $916 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KLAC
Kla Corp

Technology
-4.22K
- 66.39%
$614.46 - $829.55 $2.59M - $3.5M
2.14K $1.35M
AMGN
Amgen Inc

Healthcare
-3.09K
- 15.92%
$258.78 - $328.31 $798K - $1.01M
16.3K $4.25M
LLY
Eli Lilly & CO

Healthcare
-113
- 0.68%
$727.2 - $932.06 $82.2K - $105K
16.6K $12.8M
AMD
Advanced Micro Devices Inc

Technology
-3.8K
- 11.43%
$118.88 - $172.8 $452K - $657K
29.5K $3.56M
MSFT
Microsoft Corp

Technology
-1.92K
- 2.54%
$406.35 - $454.46 $780K - $873K
73.5K $31M
NVO
Novo Nordisk A S

Healthcare
-5.95K
- 34.05%
$85.0 - $120.04 $505K - $714K
11.5K $990K
AMAT
Applied Materials Inc

Technology
-3.5K
- 27.44%
$161.44 - $213.89 $565K - $749K
9.26K $1.51M
IBB
Ishares Biotechnology ETF

ETFs
-6.98K
- 68.34%
$131.21 - $148.85 $916K - $1.04M
3.23K $427K
MRK
Merck & Co., Inc.

Healthcare
-3.51K
- 9.32%
$96.31 - $114.76 $338K - $402K
34.1K $3.39M
IBM
International Business Machines Corp

Technology
-3.89K
- 24.41%
$204.9 - $238.04 $797K - $925K
12K $2.65M
BP
Bp PLC

Energy
-24.1K
- 72.2%
$28.16 - $33.14 $678K - $798K
9.27K $274K
XOM
Exxon Mobil Corp

Energy
-3.43K
- 9.11%
$105.51 - $125.37 $362K - $430K
34.2K $3.68M
UBER
Uber Technologies, Inc

Technology
-494
- 1.05%
$59.93 - $86.34 $29.6K - $42.7K
46.5K $2.81M
DELL
Dell Technologies Inc.

Technology
-5.85K
- 59.53%
$111.96 - $144.21 $655K - $843K
3.97K $457K
AMT
American Tower Corp

Real Estate
-2.02K
- 33.63%
$179.4 - $232.01 $362K - $468K
3.98K $730K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
-12.1K
- 53.63%
$40.0 - $52.93 $483K - $639K
10.4K $420K
GE
General Electric CO

Industrials
-1.54K
- 9.91%
$159.95 - $194.23 $247K - $300K
14K $2.34M
FDN
First Tr Fd Dow Jones

ETFs
-9.1K
- 17.34%
$210.5 - $257.24 $1.92M - $2.34M
43.4K $10.6M
CCI
Crown Castle International Corp

Real Estate
-4.04K
- 63.74%
$89.78 - $119.11 $363K - $482K
2.3K $208K
BAC
Bank Of America Corp

Financial Services
-16.8K
- 29.88%
$39.22 - $47.77 $660K - $804K
39.5K $1.74M
PEP
Pepsico Inc

Consumer Defensive
-124
- 0.47%
$151.29 - $176.1 $18.8K - $21.8K
26.3K $3.99M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-6.9K
- 49.33%
$77.25 - $91.3 $533K - $630K
7.08K $604K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-27.6K
- 32.99%
$12.61 - $15.33 $348K - $424K
56.1K $721K
VAL
Valaris LTD

Energy
-6.17K
- 39.71%
$40.92 - $56.38 $253K - $348K
9.37K $414K
CVS
Cvs Health Corp

Healthcare
-4.81K
- 38.18%
$43.78 - $67.46 $211K - $325K
7.79K $349K
ELV
Elevance Health, Inc.

Healthcare
-240
- 10.27%
$365.96 - $514.62 $87.8K - $124K
2.1K $774K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-5.44K
- 47.74%
$77.02 - $78.58 $419K - $427K
5.95K $460K
GWW
W.W. Grainger, Inc.

Industrials
-429
- 27.64%
$1023.06 - $1220.93 $439K - $524K
1.12K $1.18M
VZ
Verizon Communications Inc

Communication Services
-3.21K
- 5.74%
$39.6 - $45.21 $127K - $145K
52.8K $2.11M
ENPH
Enphase Energy, Inc.

Technology
-838
- 11.26%
$59.52 - $111.18 $49.9K - $93.2K
6.6K $453K
LPG
Dorian Lpg Ltd.

Energy
-7.03K
- 37.3%
$22.69 - $36.35 $159K - $256K
11.8K $287K
HYG
Ishares Tr

ETFs
-3.9K
- 12.46%
$78.09 - $80.04 $305K - $312K
27.4K $2.16M
PFE
Pfizer Inc

Healthcare
-6.71K
- 9.27%
$24.8 - $30.19 $166K - $202K
65.6K $1.74M
XLU
Utilities Sector Spdr

ETFs
-2.31K
- 6.68%
$74.89 - $82.93 $173K - $192K
32.3K $2.44M
REZ
Ishares Tr Residential And Mul

ETFs
-2.78K
- 23.93%
$79.04 - $89.77 $220K - $250K
8.85K $717K
NAT
Nordic American Tankers LTD

Industrials
-78.1K
- 15.54%
N/A
425K $1.69M
KO
Coca Cola CO

Consumer Defensive
-380
- 1.3%
$61.74 - $71.71 $23.5K - $27.2K
28.8K $1.79M
GD
General Dynamics Corp

Industrials
-185
- 2.92%
$260.28 - $314.03 $48.2K - $58.1K
6.15K $1.62M
AES
Aes Corp

Utilities
-6.88K
- 26.15%
$12.44 - $20.24 $85.5K - $139K
19.4K $249K
AZN
Astrazeneca PLC

Healthcare
-945
- 5.45%
$63.2 - $79.58 $59.7K - $75.2K
16.4K $1.07M
DVN
Devon Energy Corp

Energy
-726
- 1.92%
$30.52 - $42.96 $22.2K - $31.2K
37.2K $1.22M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-7.87K
- 13.04%
$19.82 - $21.55 $156K - $170K
52.5K $1.04M
ADBE
Adobe Inc.

Technology
-97
- 3.33%
$437.39 - $552.96 $42.4K - $53.6K
2.82K $1.25M
MSTR
Microstrategy Inc

Technology
-3.14K
- 57.77%
$162.69 - $473.83 $511K - $1.49M
2.3K $665K
SHEL
Shell PLC

Energy
-2.43K
- 8.04%
$60.63 - $70.23 $147K - $170K
27.7K $1.74M
RACE
Ferrari N.V.

Consumer Cyclical
-230
- 6.94%
$422.83 - $490.34 $97.3K - $113K
3.08K $1.31M
PSX
Phillips 66

Energy
-1.29K
- 25.32%
$110.35 - $138.93 $142K - $179K
3.8K $432K
CI
Cigna Corp

Healthcare
-480
- 34.71%
$265.59 - $358.58 $127K - $172K
903 $249K
VLO
Valero Energy Corp

Energy
-633
- 5.57%
$118.59 - $144.02 $75.1K - $91.2K
10.7K $1.32M
Activity Summary
Buys All Purchases 361 New Holdings 62 Increased Positions 299 Sells All Sells 241 Reductions 241 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sea Crest Wealth Management, LLC Portfolio

Follow Sea Crest Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sea Crest Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sea Crest Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email