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
DXCM
Dexcom Inc

Healthcare
-149
- 3.17%
$59.83 - $87.57 $8.91K - $13K
4.55K $396K
XLI
Industrial Sector Spdr

ETFs
-261
- 3.95%
$116.42 - $147.52 $30.4K - $38.5K
6.34K $935K
FDN
First Tr Fd Dow Jones

ETFs
-6.48K
- 16.27%
$200.29 - $269.33 $1.3M - $1.75M
33.4K $8.99M
RACE
Ferrari N.V.

Consumer Cyclical
-231
- 7.17%
$397.86 - $499.02 $91.9K - $115K
2.99K $1.47M
TDG
Trans Digm Group Inc

Industrials
-1
- 0.15%
$1231.75 - $1520.64 $1.23K - $1.52K
659 $1M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-1.95K
- 7.02%
$32.41 - $42.59 $63.1K - $82.9K
25.8K $1.1M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.91K
- 4.32%
$19.6 - $24.44 $56.9K - $71K
64.4K $1.57M
GD
General Dynamics Corp

Industrials
-51
- 0.85%
$247.68 - $291.66 $12.6K - $14.9K
5.97K $1.74M
JCI
Johnson Controls International PLC

Industrials
-250
- 4.94%
$71.14 - $105.62 $17.8K - $26.4K
4.81K $508K
C
Citigroup Inc

Financial Services
-874
- 6.96%
$58.13 - $85.12 $50.8K - $74.4K
11.7K $994K
MCK
Mckesson Corp

Healthcare
-31
- 1.35%
$652.83 - $732.78 $20.2K - $22.7K
2.27K $1.66M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2.54K
- 2.54%
$20.42 - $25.3 $51.9K - $64.3K
97.3K $2.46M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-383
- 5.23%
$101.69 - $139.02 $38.9K - $53.2K
6.94K $964K
TT
Trane Technologies PLC

Industrials
-55
- 3.22%
$315.21 - $437.41 $17.3K - $24.1K
1.65K $723K
AMAT
Applied Materials Inc

Technology
-827
- 10.21%
$126.95 - $183.52 $105K - $152K
7.27K $1.33M
IVV
Ishares Core S&P 500 ETF

ETFs
-109
- 3.0%
$498.8 - $620.9 $54.4K - $67.7K
3.52K $2.18M
HUBB
Hubbell Inc

Industrials
-19
- 0.82%
$315.94 - $408.41 $6K - $7.76K
2.29K $936K
MU
Micron Technology Inc

Technology
-277
- 4.38%
$64.72 - $127.91 $17.9K - $35.4K
6.05K $746K
ITA
Ishares Tr

ETFs
-233
- 3.38%
$135.31 - $188.64 $31.5K - $44K
6.67K $1.26M
WMT
Walmart Inc.

Consumer Defensive
-3.04K
- 5.98%
$81.79 - $99.98 $248K - $304K
47.7K $4.67M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-130
- 0.08%
$23.55 - $27.67 $3.06K - $3.6K
170K $4.72M
VUG
Vanguard Growth ETF

ETFs
-113
- 2.43%
$329.49 - $438.4 $37.2K - $49.5K
4.54K $1.99M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-1.54K
- 4.9%
$57.46 - $75.58 $88.4K - $116K
29.8K $2.25M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-818
- 11.01%
$179.95 - $278.88 $147K - $228K
6.61K $1.84M
LAD
Lithia Motors Inc

Consumer Cyclical
-1
- 0.01%
$271.94 - $339.35 $272 - $339
6.87K $2.32M
AXON
Axon Enterprise, Inc.

Industrials
-126
- 7.88%
$497.13 - $827.94 $62.6K - $104K
1.47K $1.22M
CAT
Caterpillar Inc

Industrials
-472
- 4.84%
$273.94 - $388.21 $129K - $183K
9.28K $3.6M
IBM
International Business Machines Corp

Technology
-445
- 3.73%
$221.03 - $294.78 $98.4K - $131K
11.5K $3.39M
KLAC
Kla Corp

Technology
-64
- 2.84%
$576.53 - $902.94 $36.9K - $57.8K
2.19K $1.96M
VTI
Vanguard Total Stock Market Et

ETFs
-248
- 1.49%
$243.75 - $303.93 $60.5K - $75.4K
16.4K $4.98M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-63
- 0.78%
$320.42 - $424.58 $20.2K - $26.7K
7.97K $3.36M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-1.13K
- 6.94%
$144.94 - $210.94 $163K - $238K
15.1K $3.19M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.3K
- 6.88%
$221.86 - $362.89 $289K - $472K
17.6K $5.59M
SNOW
Snowflake Inc.

Technology
-110
- 1.14%
$130.53 - $223.77 $14.4K - $24.6K
9.54K $2.13M
SPY
Spdr S&P 500 ETF Trust

ETFs
-188
- 1.18%
$496.48 - $617.85 $93.3K - $116K
15.7K $9.7M
UBER
Uber Technologies, Inc

Technology
-838
- 1.77%
$64.62 - $93.3 $54.2K - $78.2K
46.5K $4.34M
AMZN
Amazon Com Inc

Consumer Cyclical
-8.64K
- 8.7%
$167.32 - $223.3 $1.45M - $1.93M
90.7K $19.9M
ORCL
Oracle Corp

Technology
-179
- 1.36%
$122.82 - $218.63 $22K - $39.1K
13K $2.84M
LEU
Centrus Energy Corp

Energy
-202
- 1.67%
$54.43 - $208.81 $11K - $42.2K
11.9K $2.17M
GOOG
Alphabet Inc.

Communication Services
-154
- 0.13%
$146.58 - $180.01 $22.6K - $27.7K
117K $20.8M
GOOGL
Alphabet Inc.

Communication Services
-3.74K
- 2.02%
$144.7 - $178.6 $540K - $667K
181K $32M
MSFT
Microsoft Corp

Technology
-7.12K
- 9.81%
$354.56 - $497.45 $2.52M - $3.54M
65.5K $32.6M
AVGO
Broadcom Inc.

Technology
-3.2K
- 4.06%
$146.29 - $275.65 $469K - $883K
75.6K $20.8M
NVDA
Nvidia Corp

Technology
-30.8K
- 8.59%
$94.31 - $157.99 $2.91M - $4.87M
328K $51.8M
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