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
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-110
- 2.33%
$114.78 - $133.31 $12.6K - $14.7K
4.61K $613K
CME
Cme Group Inc.

Financial Services
-4
- 0.29%
$252.37 - $290.71 $1.01K - $1.16K
1.38K $378K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-13
- 0.1%
$105.23 - $109.61 $1.37K - $1.42K
13.4K $1.46M
PPG
Ppg Industries Inc

Basic Materials
-11
- 0.33%
$91.66 - $115.04 $1.01K - $1.27K
3.33K $379K
SPGI
S&P Global Inc.

Financial Services
-14
- 1.24%
$438.31 - $527.29 $6.14K - $7.38K
1.12K $589K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-281
- 3.45%
$35.9 - $43.76 $10.1K - $12.3K
7.85K $339K
TTD
Trade Desk, Inc.

Technology
-1.63K
- 21.23%
$45.27 - $79.4 $73.8K - $130K
6.05K $435K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-94
- 2.94%
$58.41 - $72.69 $5.49K - $6.83K
3.1K $225K
SYK
Stryker Corp

Healthcare
-44
- 2.94%
$337.37 - $395.63 $14.8K - $17.4K
1.45K $574K
TEI
Templeton Emerging Markets Income Fund

Financial Services
-732
- 2.11%
$4.91 - $6.0 $3.59K - $4.39K
34K $204K
VTV
Vanguard Value ETF

ETFs
-457
- 2.7%
$153.67 - $176.74 $70.2K - $80.8K
16.5K $2.91M
TTAC
Fcf Us Quality ETF

ETFs
-126
- 1.84%
$68.45 - $70.76 $8.62K - $8.92K
6.74K $471K
NPCT
Nuveen Core Plus Impact Fund
-92
- 0.22%
$9.88 - $11.21 $909 - $1.03K
41.8K $469K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-50
- 2.37%
$108.06 - $135.3 $5.4K - $6.77K
2.06K $278K
GWW
W.W. Grainger, Inc.

Industrials
-32
- 2.91%
$919.93 - $1101.66 $29.4K - $35.3K
1.07K $1.11M
RTX
Raytheon Technologies Corp

Industrials
-1.25K
- 8.17%
$113.75 - $148.48 $142K - $186K
14K $2.05M
IBN
Icici Bank LTD

Financial Services
-8
- 0.07%
$30.16 - $34.39 $241 - $275
12K $404K
SLV
I Shares Silver Trust

ETFs
-515
- 2.08%
$27.08 - $33.74 $13.9K - $17.4K
24.2K $795K
ICE
Intercontinental Exchange, Inc.

Financial Services
-30
- 0.96%
$151.62 - $183.47 $4.55K - $5.5K
3.08K $565K
MBLY
Mobileye Global Inc.
-8.7K
- 14.97%
$11.77 - $18.44 $102K - $160K
49.4K $906K
IWD
Ishares Russell 1000 Val ETF

ETFs
-1
- 0.03%
$166.82 - $194.23 $167 - $194
3.77K $731K
BEP
Brookfield Renewable Partners L.P.

Utilities
-975
- 5.67%
$20.16 - $26.41 $19.7K - $25.7K
16.2K $414K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-72
- 4.28%
$272.36 - $339.57 $19.6K - $24.4K
1.61K $547K
AME
Ametek Inc

Industrials
-15
- 0.34%
$151.41 - $182.75 $2.27K - $2.74K
4.34K $785K
IRM
Iron Mountain Inc

Real Estate
-169
- 5.15%
$76.93 - $105.25 $13K - $17.8K
3.11K $319K
XLY
Select Sector Spdr Consumer Di

ETFs
-1
- 0.05%
$176.34 - $218.59 $176 - $219
1.97K $427K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-8
- 0.07%
$51.16 - $62.02 $409 - $496
10.8K $668K
FBNC
First Bancorp

Financial Services
-120
- 1.01%
$36.02 - $44.09 $4.32K - $5.29K
11.8K $520K
XLU
Utilities Sector Spdr

ETFs
-989
- 3.02%
$73.09 - $82.77 $72.3K - $81.9K
31.7K $2.59M
VNT
Vontier Corp

Technology
-71
- 0.67%
$28.04 - $37.3 $1.99K - $2.65K
10.6K $389K
INTU
Intuit Inc

Technology
-103
- 14.31%
$544.07 - $787.63 $56K - $81.1K
617 $485K
CEG
Constellation Energy Corp

Utilities
-279
- 24.45%
$170.96 - $322.76 $47.7K - $90.1K
862 $278K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-129
- 1.1%
$90.56 - $109.49 $11.7K - $14.1K
11.6K $1.27M
NEM
Newmont Corp

Basic Materials
-134
- 2.4%
$44.18 - $59.46 $5.92K - $7.97K
5.45K $317K
GLD
Spdr Gold Trust

ETFs
-716
- 4.44%
$273.71 - $316.29 $196K - $226K
15.4K $4.69M
CSM
Proshares Large Cap Core Plus

ETFs
-282
- 2.56%
$56.33 - $70.47 $15.9K - $19.9K
10.7K $750K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
-371
- 1.62%
$16.12 - $20.75 $5.98K - $7.7K
22.5K $466K
IAI
Ishares Tr Us Broker Dealers &

ETFs
-132
- 5.03%
$122.04 - $169.14 $16.1K - $22.3K
2.49K $421K
PSTG
Pure Storage, Inc.

Technology
-150
- 3.1%
$37.18 - $57.58 $5.58K - $8.64K
4.69K $270K
JOF
Japan Smaller Capitalization Fund Inc

Financial Services
-3.37K
- 4.63%
$7.65 - $9.71 $25.8K - $32.7K
69.3K $668K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.23K
- 3.18%
$24.38 - $30.18 $30.1K - $37.2K
37.5K $1.13M
DE
Deere & CO

Industrials
-79
- 2.96%
$412.99 - $531.48 $32.6K - $42K
2.59K $1.32M
XLF
Financial Sector Spdr

ETFs
-379
- 1.42%
$43.92 - $52.37 $16.6K - $19.8K
26.4K $1.38M
PSLV
Sprott Physical Silver Trust

Financial Services
-600
- 0.55%
$9.98 - $12.51 $5.99K - $7.51K
109K $1.34M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-56
- 0.83%
$76.98 - $98.31 $4.31K - $5.51K
6.68K $656K
CTVA
Corteva, Inc.

Basic Materials
-7
- 0.11%
$55.52 - $74.53 $389 - $522
6.18K $460K
MPC
Marathon Petroleum Corp

Energy
-88
- 2.06%
$118.55 - $170.08 $10.4K - $15K
4.18K $694K
PM
Philip Morris International Inc.

Consumer Defensive
-2.41K
- 11.01%
$149.23 - $184.95 $359K - $446K
19.5K $3.55M
PHO
Invesco Exchange Traded Fd Tr

ETFs
-813
- 3.43%
$58.13 - $69.92 $47.3K - $56.8K
22.9K $1.6M
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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