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
CRDO
Credo Technology Group Holding LTD

Technology
-8.25K
- 64.39%
$33.3 - $95.05 $275K - $784K
4.56K $422K
TGT
Target Corp

Consumer Defensive
-720
- 17.76%
$88.76 - $105.77 $63.9K - $76.2K
3.33K $328K
BDX
Becton Dickinson & CO

Healthcare
-8
- 0.49%
$165.15 - $226.42 $1.32K - $1.81K
1.64K $282K
AZN
Astrazeneca PLC

Healthcare
-497
- 3.1%
$64.87 - $75.0 $32.2K - $37.3K
15.5K $1.09M
AWK
American Water Works Company, Inc.

Utilities
-503
- 18.68%
$133.82 - $151.96 $67.3K - $76.4K
2.19K $304K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-541
- 1.08%
$55.32 - $65.02 $29.9K - $35.2K
49.6K $3.11M
UNP
Union Pacific Corp

Industrials
-324
- 12.41%
$208.27 - $238.46 $67.5K - $77.3K
2.29K $525K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-21.1K
- 12.0%
$17.76 - $22.1 $375K - $467K
155K $3.42M
EPD
Enterprise Products Partners L.P.

Energy
-380
- 1.55%
$28.95 - $34.22 $11K - $13K
24.1K $748K
ZTS
Zoetis Inc.

Healthcare
-325
- 8.18%
$144.41 - $170.3 $46.9K - $55.3K
3.65K $569K
JPM
Jpmorgan Chase & CO

Financial Services
-4.76K
- 16.36%
$210.28 - $289.91 $1M - $1.38M
24.3K $7.05M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-447
- 15.51%
$146.74 - $176.07 $65.6K - $78.7K
2.44K $395K
HES
Hess Corp

Energy
-135
- 4.8%
$126.32 - $161.29 $17.1K - $21.8K
2.68K $371K
EW
Edwards Lifesciences Corp

Healthcare
-1.25K
- 31.4%
$67.07 - $78.22 $83.8K - $97.8K
2.73K $213K
UPS
United Parcel Service Inc

Industrials
-229
- 4.0%
$91.92 - $110.2 $21K - $25.2K
5.49K $554K
ADI
Analog Devices Inc

Technology
-515
- 36.52%
$164.6 - $238.02 $84.8K - $123K
895 $213K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-1.3K
- 14.44%
$49.12 - $50.93 $63.9K - $66.2K
7.7K $383K
CSX
Csx Corp

Industrials
-3.16K
- 29.59%
$26.69 - $32.91 $84.2K - $104K
7.51K $244K
NUE
Nucor Corp

Basic Materials
-805
- 20.55%
$103.22 - $131.43 $83.1K - $106K
3.11K $403K
MDT
Medtronic PLC

Healthcare
-524
- 6.37%
$80.68 - $88.86 $42.3K - $46.6K
7.7K $671K
SCHW
Schwab Charles Corp

Financial Services
-2.35K
- 20.47%
$69.06 - $91.24 $162K - $214K
9.11K $831K
CVS
Cvs Health Corp

Healthcare
-1.04K
- 12.73%
$60.04 - $70.18 $62.2K - $72.7K
7.1K $489K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-997
- 5.43%
$59.8 - $60.07 $59.6K - $59.9K
17.4K $1.04M
ENB
Enbridge Inc

Energy
-1.49K
- 22.68%
$41.09 - $47.16 $61.3K - $70.4K
5.09K $230K
GGAL
Grupo Financiero Galicia Sa

Financial Services
-130
- 1.36%
$45.31 - $64.39 $5.89K - $8.37K
9.45K $475K
ARCC
Ares Capital Corp

Financial Services
-1.92K
- 2.36%
$18.91 - $22.43 $36.3K - $43.1K
79.5K $1.75M
HAL
Halliburton CO

Energy
-135
- 1.25%
$19.26 - $25.7 $2.6K - $3.47K
10.6K $216K
VIG
Vanguard Dividend Appreciation

ETFs
-316
- 1.79%
N/A
17.3K $3.15M
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
-1.75K
- 23.83%
$34.34 - $40.99 $60.1K - $71.7K
5.6K $227K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-530
- 3.68%
$90.85 - $102.31 $48.2K - $54.2K
13.9K $1.4M
CL
Colgate Palmolive CO

Consumer Defensive
-363
- 4.89%
$87.57 - $96.0 $31.8K - $34.8K
7.06K $641K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-124
- 5.98%
$99.37 - $134.05 $12.3K - $16.6K
1.95K $221K
KMB
Kimberly Clark Corp

Consumer Defensive
-6
- 0.15%
$126.84 - $145.22 $761 - $871
3.89K $501K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-1.97K
- 3.18%
$18.94 - $21.67 $37.3K - $42.7K
60K $1.27M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-1.07K
- 15.8%
$73.02 - $90.22 $78.1K - $96.5K
5.7K $508K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-24
- 1.38%
$212.1 - $244.27 $5.09K - $5.86K
1.71K $374K
XLV
Select Sector Spdr Fund Health

ETFs
-95
- 2.58%
$128.77 - $144.3 $12.2K - $13.7K
3.59K $483K
CMCSA
Comcast Corp

Communication Services
-771
- 4.77%
$32.84 - $36.72 $25.3K - $28.3K
15.4K $549K
VVR
Invesco Senior Income Trust

Financial Services
-14.3K
- 18.87%
$3.31 - $3.8 $47.3K - $54.3K
61.5K $233K
PSX
Phillips 66

Energy
-248
- 6.47%
$92.87 - $125.73 $23K - $31.2K
3.58K $427K
BBDC
Barings Bdc, Inc.

Financial Services
-3.98K
- 20.48%
$7.89 - $9.51 $31.4K - $37.8K
15.4K $141K
BXSL
Blackstone Secured Lending Fund

Financial Services
-750
- 8.19%
$26.88 - $32.74 $20.2K - $24.6K
8.4K $258K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-587
- 10.02%
$77.74 - $78.78 $45.6K - $46.2K
5.27K $415K
FVD
First Tr Value Line Divid Inde

ETFs
-937
- 14.51%
$40.62 - $45.12 $38.1K - $42.3K
5.52K $246K
EXC
Exelon Corp

Utilities
-519
- 9.0%
$42.2 - $47.37 $21.9K - $24.6K
5.25K $227K
BX
Blackstone Inc.

Financial Services
-883
- 9.23%
$120.07 - $151.11 $106K - $133K
8.68K $1.3M
WTRG
Essential Utilities, Inc.

Utilities
-529
- 6.68%
$36.92 - $41.39 $19.5K - $21.9K
7.39K $274K
MSI
Motorola Solutions, Inc.

Technology
-52
- 7.62%
$394.72 - $440.39 $20.5K - $22.9K
630 $264K
AMP
Ameriprise Financial Inc

Financial Services
-120
- 19.64%
$422.19 - $533.73 $50.7K - $64K
491 $262K
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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