Sea Crest Wealth Management, LLC Sells in Q2 2025

Sea Crest Wealth Management, LLC

  • $874 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-31.1K
- 8.91%
$172.42 - $223.89 $5.36M - $6.97M
318K $65.3M
CVX
Chevron Corp

Energy
-13.2K
- 34.62%
$133.73 - $168.51 $1.77M - $2.23M
25K $3.58M
LLY
Eli Lilly & CO

Healthcare
-1.93K
- 12.04%
$713.71 - $898.95 $1.38M - $1.74M
14.1K $11M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.46K
- 5.1%
$483.48 - $539.8 $704K - $786K
27.1K $13.2M
HYG
Ishares Tr

ETFs
-17K
- 61.26%
$75.75 - $80.65 $1.29M - $1.37M
10.7K $865K
MO
Altria Group, Inc.

Consumer Defensive
-20.7K
- 49.7%
$55.56 - $60.91 $1.15M - $1.26M
20.9K $1.23M
PG
Procter & Gamble CO

Consumer Defensive
-5.86K
- 22.71%
$157.66 - $172.39 $924K - $1.01M
19.9K $3.18M
SFST
Southern First Bancshares Inc

Financial Services
-38.6K
- 66.93%
$30.61 - $38.65 $1.18M - $1.49M
19.1K $725K
T
At&T Inc.

Communication Services
-42.6K
- 36.9%
$26.33 - $28.94 $1.12M - $1.23M
72.8K $2.11M
USMC
Principal ETF U S Mega Cap

ETFs
-20.6K
- 85.2%
$50.94 - $62.56 $1.05M - $1.29M
3.58K $223K
VHT
Vanguard Health Care ETF

ETFs
-4.03K
- 64.32%
$236.71 - $261.92 $953K - $1.05M
2.23K $554K
DVN
Devon Energy Corp

Energy
-23.5K
- 62.94%
$26.8 - $37.92 $629K - $890K
13.8K $439K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-11.4K
- 80.77%
$65.84 - $80.81 $749K - $919K
2.71K $217K
MS
Morgan Stanley

Financial Services
-8.39K
- 55.38%
$99.83 - $140.86 $837K - $1.18M
6.76K $951K
FSK
Fs Kkr Capital Corp

Financial Services
-37.9K
- 37.61%
$17.95 - $21.5 $681K - $815K
62.9K $1.3M
HD
Home Depot, Inc.

Consumer Cyclical
-2.09K
- 14.65%
$335.24 - $380.78 $699K - $794K
12.2K $4.46M
BMY
Bristol Myers Squibb CO

Healthcare
-7.02K
- 25.74%
$44.12 - $59.6 $310K - $418K
20.2K $937K
AMGN
Amgen Inc

Healthcare
-647
- 4.08%
$262.28 - $309.85 $170K - $200K
15.2K $4.25M
PEP
Pepsico Inc

Consumer Defensive
-1.56K
- 6.05%
$128.02 - $151.37 $199K - $236K
24.2K $3.19M
CRWD
Crowd Strike Holdings, Inc.

Technology
-2.56K
- 59.9%
$321.63 - $509.31 $824K - $1.3M
1.72K $873K
V
Visa Inc.

Financial Services
-2.15K
- 6.96%
$308.27 - $373.31 $663K - $803K
28.8K $10.2M
ETN
Eaton Corp PLC

Industrials
-3.57K
- 45.26%
$246.52 - $356.99 $879K - $1.27M
4.31K $1.54M
WFC
Wells Fargo & Company

Financial Services
-9.71K
- 43.19%
$60.98 - $80.12 $592K - $778K
12.8K $1.02M
VBR
Vanguard Small Cap Value ETF

ETFs
-3.24K
- 57.24%
$162.76 - $195.77 $527K - $634K
2.42K $471K
ELV
Elevance Health, Inc.

Healthcare
-1.21K
- 48.75%
$372.27 - $452.69 $449K - $546K
1.27K $493K
PFF
Ishares Trust Ishares Pfd And

ETFs
-18.1K
- 52.73%
$29.0 - $30.68 $525K - $555K
16.2K $497K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3.35K
- 69.45%
$152.93 - $181.74 $512K - $608K
1.47K $267K
UNH
Unitedhealth Group Inc

Healthcare
-104
- 4.21%
$274.35 - $599.47 $28.5K - $62.3K
2.37K $738K
JNJ
Johnson & Johnson

Healthcare
-1.28K
- 5.13%
$146.36 - $159.82 $188K - $205K
23.7K $3.63M
MRK
Merck & Co., Inc.

Healthcare
-2.43K
- 8.05%
$73.47 - $87.12 $178K - $211K
27.7K $2.19M
PANW
Palo Alto Networks Inc

Technology
-4.53K
- 33.69%
$152.44 - $204.64 $690K - $926K
8.91K $1.82M
SO
Southern CO

Utilities
-4.93K
- 29.08%
$84.91 - $92.56 $418K - $456K
12K $1.1M
ORCC
Owl Rock Capital Corp

Financial Services
-31.9K
- 25.79%
N/A
91.8K $1.23M
AEP
American Electric Power CO Inc

Utilities
-3.04K
- 29.75%
$98.59 - $109.11 $300K - $332K
7.19K $745K
DIS
Walt Disney CO

Communication Services
-4.9K
- 47.98%
$81.72 - $124.01 $401K - $608K
5.32K $659K
TJX
Tjx Companies Inc

Consumer Cyclical
-2.85K
- 24.58%
$119.13 - $135.03 $340K - $385K
8.74K $1.08M
DD
Du Pont De Nemours, Inc.

Basic Materials
-3.75K
- 35.5%
$55.13 - $75.25 $207K - $282K
6.82K $467K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-6.03K
- 36.47%
$47.46 - $55.3 $286K - $333K
10.5K $578K
CFG
Citizens Financial Group Inc

Financial Services
-9.6K
- 33.2%
$34.27 - $44.75 $329K - $430K
19.3K $864K
NVO
Novo Nordisk A S

Healthcare
-4.46K
- 39.65%
$58.08 - $81.05 $259K - $361K
6.78K $468K
COP
Conocophillips

Energy
-459
- 2.65%
$82.66 - $106.1 $37.9K - $48.7K
16.9K $1.52M
APLD
Applied Blockchain, Inc.

Financial Services
-64.7K
- 80.08%
$3.53 - $13.86 $229K - $897K
16.1K $162K
QCOM
Qualcomm Inc

Technology
-2.43K
- 14.81%
$124.66 - $159.48 $303K - $388K
14K $2.23M
ED
Consolidated Edison Inc

Utilities
-2.21K
- 33.48%
$98.05 - $113.3 $216K - $250K
4.38K $439K
BAC
Bank Of America Corp

Financial Services
-10.5K
- 27.61%
$34.39 - $47.46 $359K - $496K
27.4K $1.3M
EBC
Eastern Bankshares, Inc.

Financial Services
-12.5K
- 18.86%
$14.18 - $16.5 $177K - $206K
53.8K $821K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-11K
- 14.25%
$22.68 - $23.28 $250K - $257K
66.4K $1.54M
SHOP
Shopify Inc.

Technology
-2.95K
- 61.29%
$76.89 - $115.35 $227K - $341K
1.87K $215K
ABT
Abbott Laboratories

Healthcare
-2.19K
- 15.43%
$123.95 - $138.08 $271K - $302K
12K $1.63M
Activity Summary
Buys All Purchases 231 New Holdings 54 Increased Positions 177 Sells All Sells 345 Reductions 345 Sold out 0 Options Calls 0 Puts 0
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