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
O
Realty Income Corp

Real Estate
-535
- 9.15%
$52.27 - $58.52 $28K - $31.3K
5.31K $306K
GM
General Motors CO

Consumer Cyclical
-897
- 17.12%
$42.48 - $50.46 $38.1K - $45.3K
4.34K $213K
VCIT
Vanguard Intermediate Term Cor

ETFs
-452
- 10.64%
$79.56 - $82.92 $36K - $37.5K
3.8K $314K
AFL
Aflac Inc

Financial Services
-40
- 0.84%
$99.77 - $112.45 $3.99K - $4.5K
4.74K $499K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-1.26K
- 23.25%
$41.45 - $54.46 $52K - $68.3K
4.14K $215K
PRU
Prudential Financial Inc

Financial Services
-87
- 1.94%
$95.12 - $112.71 $8.28K - $9.81K
4.39K $471K
PLD
Prologis, Inc.

Real Estate
-93
- 3.84%
$89.76 - $112.34 $8.35K - $10.4K
2.33K $244K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
-1.6K
- 38.85%
$66.89 - $111.18 $107K - $178K
2.52K $280K
MET
Metlife Inc

Financial Services
-308
- 7.06%
$68.42 - $82.49 $21.1K - $25.4K
4.06K $326K
ALL
Allstate Corp

Financial Services
-69
- 4.09%
$180.53 - $212.64 $12.5K - $14.7K
1.62K $325K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
-2.26K
- 9.2%
$9.13 - $10.58 $20.6K - $23.9K
22.3K $235K
SMMT
Summit Therapeutics Inc.

Healthcare
-2.2K
- 8.84%
$16.64 - $36.7 $36.7K - $80.9K
22.7K $483K
DCOM
Dime Community Bancshares, Inc.

Financial Services
-120
- 0.45%
$24.07 - $28.64 $2.89K - $3.44K
26.4K $712K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-856
- 9.74%
$71.86 - $82.66 $61.5K - $70.8K
7.94K $655K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-569
- 0.97%
$26.18 - $26.93 $14.9K - $15.3K
57.8K $1.54M
VNQ
Vanguard Specialized Funds Van

ETFs
-138
- 1.05%
$79.79 - $91.42 $11K - $12.6K
13K $1.16M
FIVG
ETF Ser Solutions Defiance Nex

ETFs
-495
- 6.99%
N/A
6.58K $267K
KR
Kroger CO

Consumer Defensive
-586
- 10.74%
$64.62 - $74.0 $37.9K - $43.4K
4.87K $349K
NXPI
Nxp Semiconductors N.V.

Technology
-330
- 17.67%
$153.5 - $218.72 $50.7K - $72.2K
1.54K $336K
VRT
Vertiv Holdings CO

Industrials
-218
- 3.76%
N/A
5.58K $483K
SCHO
Schwab Short Term Us Treasury

ETFs
-790
- 3.57%
$24.19 - $24.45 $19.1K - $19.3K
21.3K $520K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.4K
- 18.01%
$82.96 - $110.1 $116K - $154K
6.37K $701K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-184
- 1.54%
$63.54 - $68.5 $11.7K - $12.6K
11.8K $793K
IEMG
Ishares Inc

ETFs
-332
- 6.65%
N/A
4.66K $250K
NET
Cloudflare, Inc.

Technology
-970
- 46.57%
$97.08 - $195.83 $94.2K - $190K
1.11K $217K
ET
Energy Transfer LP

Energy
-33
- 0.11%
$15.65 - $18.93 $516 - $625
30.7K $555K
XLP
Consumer Staples Sector Spdr

ETFs
-181
- 4.44%
N/A
3.9K $296K
GILD
Gilead Sciences, Inc.

Healthcare
-54
- 0.82%
$96.91 - $113.0 $5.23K - $6.1K
6.53K $723K
FISV
Fiserv Inc

Technology
-112
- 6.42%
N/A
1.63K $204K
HSY
Hershey CO

Consumer Defensive
-34
- 2.03%
$151.29 - $173.13 $5.14K - $5.89K
1.64K $272K
OTIS
Otis Worldwide Corp

Industrials
-20
- 0.78%
$90.88 - $104.3 $1.82K - $2.09K
2.56K $253K
EQIX
Equinix Inc

Real Estate
-3
- 0.68%
$740.07 - $914.43 $2.22K - $2.74K
441 $350K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-956
- 3.78%
$16.93 - $17.81 $16.2K - $17K
24.4K $433K
CARR
Carrier Global Corp

Industrials
-914
- 16.19%
$55.55 - $75.83 $50.8K - $69.3K
4.73K $346K
KGC
Kinross Gold Corp

Basic Materials
-6K
- 22.35%
$11.79 - $15.85 $70.7K - $95.1K
20.8K $325K
DMO
Western Asset Mortgage Opportunity Fund Inc.

Financial Services
-1.26K
- 3.59%
$10.85 - $11.98 $13.6K - $15.1K
33.8K $403K
TIP
Ishares Tr Tips Bd ETF

ETFs
-46
- 0.78%
$107.93 - $110.97 $4.96K - $5.1K
5.89K $647K
PCF
High Income Securities Fund

Financial Services
-206
- 0.7%
$5.91 - $6.62 $1.22K - $1.36K
29.1K $185K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-150
- 4.27%
$109.83 - $131.67 $16.5K - $19.8K
3.36K $426K
GNK
Genco Shipping & Trading LTD

Industrials
-300
- 2.14%
$11.36 - $14.56 $3.41K - $4.37K
13.8K $179K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-2.72K
- 9.9%
$7.19 - $8.75 $19.5K - $23.8K
24.7K $216K
CMI
Cummins Inc

Industrials
-68
- 6.36%
$267.12 - $336.65 $18.2K - $22.9K
1K $327K
VLO
Valero Energy Corp

Energy
-255
- 2.3%
$104.69 - $141.77 $26.7K - $36.2K
10.8K $1.46M
CWST
Casella Waste Systems Inc

Industrials
-171
- 6.85%
$103.78 - $120.37 $17.7K - $20.6K
2.32K $268K
PARA
Paramount Global

Communication Services
-2.59K
- 13.34%
$10.65 - $12.9 $27.6K - $33.4K
16.9K $217K
OPP
River North/Double Line Strategic Opportunity Fund, Inc.

Financial Services
-443
- 0.72%
$8.06 - $8.67 $3.57K - $3.84K
61.3K $523K
FNDA
Schwab Fundamental U S Small C

ETFs
-782
- 6.75%
$23.85 - $28.69 $18.7K - $22.4K
10.8K $309K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-1.66K
- 4.35%
$10.59 - $11.48 $17.6K - $19K
36.5K $418K
TRV
Travelers Companies, Inc.

Financial Services
-47
- 2.51%
$233.83 - $276.34 $11K - $13K
1.83K $489K
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
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