Sea Crest Wealth Management, LLC Portfolio Holdings

Sea Crest Wealth Management, LLC

  • $882 Million
  • Q3 2025

Sea Crest Wealth Management, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $882 Million distributed in 628 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $75.8M, Alphabet Inc. with a value of $43.3M, Nvidia Corp with a value of $38.2M, Microsoft Corp with a value of $29.8M, and Alphabet Inc. with a value of $28.7M.

Examining the 13F form we can see an increase of $8.13M in the current position value, from $874M to 882M.

Sea Crest Wealth Management, LLC is based out at Purchase, NY

Below you can find more details about Sea Crest Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $882 Million
ETFs: $264 Million
Technology: $227 Million
Communication Services: $100 Million
Financial Services: $78.8 Million
Consumer Cyclical: $44.3 Million
Industrials: $41.9 Million
Healthcare: $40.9 Million
Consumer Defensive: $28.1 Million
Other: $48.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$75.8 Million 8.59% of portfolio
297,569
Q3 2025 Reduced 6.51%
$1.65T
$43.3 Million 4.91% of portfolio
178,156
Q3 2025 Reduced 1.79%
$465B
$38.2 Million 4.33% of portfolio
204,678
Q3 2025 Reduced 37.59%
$3.78T
$29.8 Million 3.38% of portfolio
57,592
Q3 2025 Reduced 12.01%
$1.74T
$28.7 Million 3.25% of portfolio
117,703
Q3 2025 Added 0.4%
$139B
$22.1 Million 2.5% of portfolio
66,955
Q3 2025 Reduced 11.47%
$2.39T
$18.2 Million 2.07% of portfolio
83,014
Q3 2025 Reduced 8.43%
$1.37T
$16.4 Million 1.86% of portfolio
22,298
Q3 2025 Reduced 2.83%
$662B
$12.5 Million 1.42% of portfolio
24,876
Q3 2025 Reduced 8.29%
$971B
$10.6 Million 1.2% of portfolio
13,896
Q3 2025 Reduced 1.5%
$533B
$9.32 Million 1.06% of portfolio
27,306
Q3 2025 Reduced 5.11%
$404B
$8.83 Million 1.0% of portfolio
9,540
Q3 2025 Reduced 2.05%
$881B
$7.14 Million 0.81% of portfolio
22,648
Q3 2025 Reduced 6.89%
$1.29T
$7.04 Million 0.8% of portfolio
15,830
Q3 2025 Reduced 10.1%
$1.46T
$5.75 Million 0.65% of portfolio
20,605
Q3 2025 Reduced 6.3%
$49.1B
$5.67 Million 0.64% of portfolio
4,726
Q3 2025 Reduced 4.22%
$102B
$4.81 Million 0.54% of portfolio
33,564
Q3 2025 Added 0.09%
$367B
$4.71 Million 0.53% of portfolio
11,629
Q3 2025 Reduced 4.31%
$0
$4.35 Million 0.49% of portfolio
276,931
Q3 2025 Added 153.52%
$522B
$4.2 Million 0.48% of portfolio
22,637
Q3 2025 Reduced 4.68%
$183B
$4.12 Million 0.47% of portfolio
14,584
Q3 2025 Reduced 4.14%
$303B
$4.15 Million 0.47% of portfolio
26,734
Q3 2025 Added 7.02%
$291B
$3.97 Million 0.45% of portfolio
8,314
Q3 2025 Reduced 10.44%
$328B
$3.77 Million 0.43% of portfolio
12,540
Q3 2025 Reduced 13.39%
$490B
$3.63 Million 0.41% of portfolio
32,215
Q3 2025 Reduced 10.07%
$181B
$3.53 Million 0.4% of portfolio
36,060
Q3 2025 Reduced 22.45%
$593B
$3.33 Million 0.38% of portfolio
11,848
Q3 2025 Reduced 8.81%
$85.9B
$3.38 Million 0.38% of portfolio
15,312
Q3 2025 Reduced 0.86%
$414B
$3.3 Million 0.37% of portfolio
14,240
Q3 2025 Reduced 15.92%
$204B
$3.24 Million 0.37% of portfolio
23,082
Q3 2025 Reduced 4.57%
$3.44B
$3 Million 0.34% of portfolio
9,673
Q3 2025 Reduced 18.48%
$237B
$2.94 Million 0.33% of portfolio
18,120
Q3 2025 Reduced 6.96%
$169B
$2.86 Million 0.32% of portfolio
3,112
Q3 2025 Reduced 1.39%
$266B
$2.68 Million 0.3% of portfolio
9,493
Q3 2025 Reduced 17.34%
$346B
$2.68 Million 0.3% of portfolio
17,438
Q3 2025 Reduced 12.56%
$279B
$2.46 Million 0.28% of portfolio
23,826
Q3 2025 Reduced 50.08%
$237B
$2.26 Million 0.26% of portfolio
9,552
Q3 2025 Reduced 8.36%
$8.04B
$2.17 Million 0.25% of portfolio
6,873
Q2 2025 Reduced 0.01%
$82.2B
$2.13 Million 0.24% of portfolio
9,457
Q3 2025 Reduced 0.83%
$59.5B
$2.12 Million 0.24% of portfolio
46,370
Q3 2025 Reduced 5.28%
$140B
$2.12 Million 0.24% of portfolio
8,429
Q3 2025 Added 20.71%
$161B
$2.03 Million 0.23% of portfolio
1,886
Q3 2025 Reduced 13.76%
$235B
$2.06 Million 0.23% of portfolio
24,534
Q3 2025 Reduced 11.44%
$123B
$1.93 Million 0.22% of portfolio
2,762
Q3 2025 Added 4.15%
$187B
$1.86 Million 0.21% of portfolio
11,209
Q3 2025 Reduced 19.85%
$51.1B
$1.85 Million 0.21% of portfolio
20,583
Q3 2025 Added 1.43%
$177B
$1.79 Million 0.2% of portfolio
9,206
Q3 2025 Reduced 2.89%
$132B
$1.79 Million 0.2% of portfolio
8,513
Q3 2025 Reduced 2.54%
$61.4B
$1.74 Million 0.2% of portfolio
8,555
Q3 2025 Reduced 3.96%

Summary

  • Portfolio
  • No. of Stocks 628
  • Current Value $882 Million
  • Prior Value $874 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 68 stocks
  • Additional Purchases 174 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 357 stocks
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