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
DSL
Double Line Income Solutions Fund

Financial Services
-134
- 0.85%
$11.15 - $12.57 $1.49K - $1.68K
15.5K $190K
TOST
Toast, Inc.

Technology
-2K
- 26.88%
$30.03 - $45.23 $60.1K - $90.5K
5.44K $240K
IVE
Ishares S&P 500 Value ETF

ETFs
-70
- 5.8%
$168.34 - $195.42 $11.8K - $13.7K
1.14K $221K
FTF
Franklin LTD Duration Income Trust

Financial Services
-662
- 1.93%
$5.86 - $6.47 $3.88K - $4.28K
33.7K $216K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-817
- 9.58%
$39.89 - $49.46 $32.6K - $40.4K
7.72K $381K
PGZ
Principal Real Estate Income Fund

Financial Services
-475
- 2.42%
$9.7 - $10.58 $4.61K - $5.03K
19.1K $201K
BRW
Saba Capital Income & Opportunities Fund

Financial Services
-2.21K
- 4.83%
$7.0 - $8.06 $15.5K - $17.8K
43.6K $351K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-76
- 0.29%
$8.43 - $8.77 $641 - $667
25.9K $224K
NVS
Novartis Ag

Healthcare
-206
- 9.23%
$101.96 - $121.01 $21K - $24.9K
2.03K $245K
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
-220
- 1.2%
$9.08 - $10.16 $2K - $2.24K
18.1K $183K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
-211
- 0.52%
$4.83 - $5.39 $1.02K - $1.14K
40.5K $218K
Rb Global Inc
-8
- 0.3%
N/A
2.66K $0
Arm Holdings PLC
-1.16K
- 24.6%
N/A
3.54K $0
Ge Healthcare Technologies I
-2.34K
- 14.51%
N/A
13.8K $0
CINF
Cincinnati Financial Corp

Financial Services
-16
- 1.07%
$126.6 - $151.6 $2.03K - $2.43K
1.48K $220K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
-194
- 1.33%
$12.19 - $13.37 $2.36K - $2.59K
14.4K $192K
Brookfield Renewable Corp
-18
- 0.18%
N/A
10.1K $0
Celestica Inc
-2.93K
- 36.9%
N/A
5.01K $0
Blackrock Inc
-346
- 34.06%
N/A
670 $0
Thomson Reuters Corp
-60
- 3.08%
N/A
1.89K $0
Frontline PLC
-41.4K
- 76.18%
N/A
13K $0
Tempus Ai Inc
-4.84K
- 43.61%
N/A
6.26K $0
Te Connectivity PLC
-99
- 3.17%
N/A
3.03K $0
Flagstar Financial Inc
-1.62K
- 9.27%
N/A
15.9K $0
Exchange Traded Concepts Tru
-240
- 3.49%
N/A
6.63K $0
Ftai Aviation LTD
-1.04K
- 37.3%
N/A
1.74K $0
Reddit Inc
-1.12K
- 45.13%
N/A
1.36K $0
Ge Vernova Inc
-50
- 0.7%
N/A
7.11K $0
Lam Research Corp
-2.26K
- 6.33%
N/A
33.5K $0
PSJ
Invesco Exchange Traded Fd Tr

ETFs
-123
- 1.55%
N/A
7.8K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-15.8K
- 32.39%
N/A
33K $0
Howard Hughes Holdings Inc
-100
- 1.96%
N/A
5K $0
HLN
Haleon PLC

Healthcare
-63
- 0.61%
$9.27 - $11.41 $584 - $719
10.3K $107K
SGOL
Abrdn Gold ETF Trust

ETFs
-445
- 5.78%
$28.39 - $32.75 $12.6K - $14.6K
7.26K $228K
PWV
Invesco Exchange Traded Fd Tr

ETFs
-196
- 4.49%
$52.26 - $62.14 $10.2K - $12.2K
4.17K $258K
SYY
Sysco Corp

Consumer Defensive
-14
- 0.29%
$68.0 - $75.91 $952 - $1.06K
4.9K $370K
RSG
Republic Services, Inc.

Industrials
-96
- 1.71%
$227.2 - $258.07 $21.8K - $24.8K
5.52K $1.36M
WDI
Western Asset Diversified Income Fund

ETFs
-200
- 1.28%
$12.85 - $14.92 $2.57K - $2.98K
15.4K $228K
VGI
Virtus Global Multi Sector Income Fund

Financial Services
-277
- 0.59%
$7.12 - $7.84 $1.97K - $2.17K
46.4K $363K
KIO
Kkr Income Opportunities Fund

Financial Services
-27
- 0.17%
$10.99 - $12.56 $297 - $339
15.7K $197K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
-600
- 1.16%
$3.35 - $3.97 $2.01K - $2.38K
51.1K $202K
IWM
Ishares Russell 2000 ETF

ETFs
-204
- 6.41%
$174.82 - $215.79 $35.7K - $44K
2.98K $642K
ADP
Automatic Data Processing Inc

Industrials
-4
- 0.15%
$276.76 - $326.81 $1.11K - $1.31K
2.64K $814K
UL
Unilever PLC

Consumer Defensive
-10
- 0.19%
$57.9 - $65.43 $579 - $654
5.26K $321K
PEG
Public Service Enterprise Group Inc

Utilities
-55
- 0.83%
$77.13 - $84.18 $4.24K - $4.63K
6.56K $552K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-85
- 3.86%
$149.76 - $186.42 $12.7K - $15.8K
2.12K $394K
ILCB
Ishares Morningstar U.S. Equit

ETFs
-1.05K
- 9.4%
$68.63 - $85.78 $71.9K - $89.8K
10.1K $865K
VPU
Vanguard Utilities ETF

ETFs
-4
- 0.28%
$158.36 - $178.82 $633 - $715
1.41K $248K
IYF
Ishares Tr

ETFs
-89
- 3.71%
$99.23 - $120.99 $8.83K - $10.8K
2.31K $279K
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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