Sea Crest Wealth Management, LLC Portfolio Holdings

Sea Crest Wealth Management, LLC

  • $874 Million
  • Q2 2025

Sea Crest Wealth Management, LLC has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $874 Million distributed in 617 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $65.3M, Nvidia Corp with a value of $51.8M, Microsoft Corp with a value of $32.6M, Alphabet Inc. with a value of $32M, and Broadcom Inc. with a value of $20.8M.

Examining the 13F form we can see an increase of $22.1M in the current position value, from $852M to 874M.

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 $874 Million
ETFs: $254 Million
Technology: $234 Million
Communication Services: $84 Million
Financial Services: $81.6 Million
Consumer Cyclical: $45.3 Million
Industrials: $44.5 Million
Healthcare: $43.2 Million
Consumer Defensive: $32 Million
Other: $46.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$133B
$1.96 Million 0.22% of portfolio
2,187
Q2 2025 Reduced 2.84%
$59.8B
$1.82 Million 0.21% of portfolio
8,908
Q2 2025 Reduced 33.69%
$177B
$1.84 Million 0.21% of portfolio
9,480
Q2 2025 Added 0.88%
$303B
$1.83 Million 0.21% of portfolio
25,824
Q2 2025 Reduced 7.16%
$81.6B
$1.74 Million 0.2% of portfolio
5,968
Q2 2025 Reduced 0.85%
$281B
$1.76 Million 0.2% of portfolio
25,337
Q2 2025 Reduced 17.32%
$65.2B
$1.72 Million 0.2% of portfolio
20,293
Q2 2025 Added 21.26%
$0
$1.75 Million 0.2% of portfolio
79,504
Q2 2025 Reduced 2.36%
$102B
$1.66 Million 0.19% of portfolio
2,267
Q2 2025 Reduced 1.35%
$218B
$1.63 Million 0.19% of portfolio
11,996
Q2 2025 Reduced 15.43%
$286B
$1.6 Million 0.18% of portfolio
2,001
Q2 2025 Reduced 22.95%
$137B
$1.55 Million 0.18% of portfolio
6,983
Q2 2025 Added 1.54%
$149B
$1.54 Million 0.18% of portfolio
4,314
Q2 2025 Reduced 45.26%
$56.4B
$1.46 Million 0.17% of portfolio
10,835
Q2 2025 Reduced 2.3%
$5.91B
$1.5 Million 0.17% of portfolio
16,605
Q2 2025 Added 1,406.81%
$92.7B
$1.47 Million 0.17% of portfolio
2,993
Q2 2025 Reduced 7.17%
$116B
$1.52 Million 0.17% of portfolio
16,893
Q2 2025 Reduced 2.65%
$10.6B
$1.41 Million 0.16% of portfolio
25,736
Q4 2024 Reduced 0.41%
$529B
$1.36 Million 0.16% of portfolio
2,429
Q2 2025 Reduced 14.14%
$75.8B
$1.36 Million 0.16% of portfolio
5,524
Q2 2025 Reduced 1.71%
$91.4B
$1.34 Million 0.15% of portfolio
1,913
Q2 2025 Added 43.08%
$0
$1.3 Million 0.15% of portfolio
62,879
Q2 2025 Reduced 37.61%
$150B
$1.32 Million 0.15% of portfolio
2,593
Q2 2025 Reduced 2.96%
$6.13B
$1.35 Million 0.15% of portfolio
11,719
Q2 2025 New
$381B
$1.3 Million 0.15% of portfolio
27,395
Q2 2025 Reduced 27.61%
$166B
$1.33 Million 0.15% of portfolio
7,273
Q2 2025 Reduced 10.21%
$0
$1.34 Million 0.15% of portfolio
109,234
Q2 2025 Reduced 0.55%
$118B
$1.3 Million 0.15% of portfolio
8,682
Q2 2025 Reduced 9.23%
$106B
$1.23 Million 0.14% of portfolio
20,941
Q2 2025 Reduced 49.7%
$0
$1.2 Million 0.14% of portfolio
47,382
Q2 2025 Added 0.62%
$5.27B
$1.23 Million 0.14% of portfolio
91,815
Q2 2025 Reduced 25.79%
$53.4B
$1.22 Million 0.14% of portfolio
1,473
Q2 2025 Reduced 7.88%
$218B
$1.21 Million 0.14% of portfolio
4,147
Q2 2025 Reduced 5.86%
$51.7B
$1.11 Million 0.13% of portfolio
1,066
Q2 2025 Reduced 2.91%
$241B
$1.11 Million 0.13% of portfolio
1,570
Q2 2025 Reduced 30.75%
$120B
$1.16 Million 0.13% of portfolio
442
Q2 2025 Added 55.63%
$226B
$1.1 Million 0.13% of portfolio
3,451
Q2 2025 Added 7.71%
$111B
$1.09 Million 0.13% of portfolio
11,934
Q2 2025 Reduced 2.0%
$84.5B
$1.1 Million 0.13% of portfolio
7,251
Q2 2025 Reduced 16.29%
$182B
$1.13 Million 0.13% of portfolio
2,080
Q2 2025 Added 3.02%
$103B
$1.1 Million 0.13% of portfolio
12,012
Q2 2025 Reduced 29.08%
$145B
$1.08 Million 0.12% of portfolio
8,744
Q2 2025 Reduced 24.58%
$84.5B
$1.08 Million 0.12% of portfolio
8,084
Q2 2025 Reduced 26.7%
$3.98B
$1.02 Million 0.12% of portfolio
2,519
Q2 2025 Added 1.9%
$305B
$1.02 Million 0.12% of portfolio
12,767
Q2 2025 Reduced 43.19%
$213B
$1.09 Million 0.12% of portfolio
15,546
Q2 2025 Reduced 3.1%
$105B
$946,000 0.11% of portfolio
4,283
Q2 2025 Added 7.61%
$15.9B
$995,000 0.11% of portfolio
14,438
Q2 2025 Added 2.33%
$238B
$951,000 0.11% of portfolio
6,757
Q2 2025 Reduced 55.38%

Summary

  • Portfolio
  • No. of Stocks 617
  • Current Value $874 Million
  • Prior Value $852 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 54 stocks
  • Additional Purchases 177 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 345 stocks
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