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
$36.5B
$403,000 0.05% of portfolio
3,113
Q2 2025 Reduced 20.55%
$0
$469,000 0.05% of portfolio
41,847
Q2 2025 Reduced 0.22%
$18.2B
$395,000 0.05% of portfolio
2,435
Q2 2025 Reduced 15.51%
$38B
$467,000 0.05% of portfolio
6,822
Q2 2025 Reduced 35.5%
$60.6B
$427,000 0.05% of portfolio
3,583
Q2 2025 Reduced 6.47%
$0
$455,000 0.05% of portfolio
77,220
Q2 2025 Added 4.09%
$4.42B
$449,000 0.05% of portfolio
2,726
Q1 2025 Reduced 1.8%
$79.2B
$394,000 0.05% of portfolio
2,116
Q2 2025 Reduced 3.86%
$0
$457,000 0.05% of portfolio
51,674
Q2 2025 Added 5.56%
$38B
$471,000 0.05% of portfolio
4,388
Q2 2025 Reduced 1.94%
$31.7B
$420,000 0.05% of portfolio
215
Q2 2025 Added 0.47%
$78.2B
$416,000 0.05% of portfolio
1,686
Q2 2025 Added 1.32%
$119B
$404,000 0.05% of portfolio
12,025
Q2 2025 Reduced 0.07%
$3.51B
$414,000 0.05% of portfolio
24,856
Q2 2025 Added 48.29%
$79.3B
$396,000 0.05% of portfolio
793
Q2 2025 Reduced 31.58%
$225B
$434,000 0.05% of portfolio
75
Q2 2025 New
$7.52B
$414,000 0.05% of portfolio
16,234
Q2 2025 Reduced 5.67%
$29.7B
$420,000 0.05% of portfolio
7,967
Q2 2025 Reduced 28.16%
$15.6B
$421,000 0.05% of portfolio
3,512
Q2 2025 Added 9.61%
$0
$395,000 0.05% of portfolio
35,188
Q2 2025 Added 1.54%
$120B
$452,000 0.05% of portfolio
9,372
Q2 2025 New
$0
$451,000 0.05% of portfolio
36,400
Q2 2025 New
$979M
$465,000 0.05% of portfolio
30,940
Q2 2025 Added 90.4%
$88.4B
$398,000 0.05% of portfolio
1,160
Q2 2025 Added 0.35%
$6.94B
$475,000 0.05% of portfolio
9,445
Q2 2025 Reduced 1.36%
$0
$466,000 0.05% of portfolio
22,493
Q2 2025 Reduced 1.62%
$35.5B
$435,000 0.05% of portfolio
6,052
Q2 2025 Reduced 21.23%
$26.9B
$379,000 0.04% of portfolio
3,333
Q2 2025 Reduced 0.33%
$0
$382,000 0.04% of portfolio
26,800
Q2 2025 Added 9.14%
$151B
$321,000 0.04% of portfolio
5,263
Q2 2025 Reduced 0.19%
$68B
$370,000 0.04% of portfolio
8,190
Q2 2025 Reduced 30.45%
$52.1B
$325,000 0.04% of portfolio
1,619
Q2 2025 Reduced 4.09%
$47B
$323,000 0.04% of portfolio
1,349
Q2 2025 Added 0.15%
$59.9B
$336,000 0.04% of portfolio
1,538
Q2 2025 Reduced 17.67%
$0
$307,000 0.04% of portfolio
25,008
Q2 2025 Added 3.1%
$0
$376,000 0.04% of portfolio
56,991
Q2 2025 Added 11.41%
$1.64B
$349,000 0.04% of portfolio
24,100
Q2 2025 Added 16.57%
$33.3B
$386,000 0.04% of portfolio
5,207
Q2 2025 New
$82.9B
$324,000 0.04% of portfolio
1,524
Q2 2025 New
$98.8B
$378,000 0.04% of portfolio
1,375
Q2 2025 Reduced 0.29%
$0
$363,000 0.04% of portfolio
46,364
Q2 2025 Reduced 0.59%
$63.5B
$346,000 0.04% of portfolio
4,731
Q2 2025 Reduced 16.19%
$19.3B
$377,000 0.04% of portfolio
739
Q2 2025 Added 15.65%
$6.01B
$389,000 0.04% of portfolio
10,562
Q2 2025 Reduced 0.67%
$2.97B
$328,000 0.04% of portfolio
13,365
Q2 2025 New
$34.8B
$306,000 0.04% of portfolio
5,313
Q2 2025 Reduced 9.15%
$46.8B
$328,000 0.04% of portfolio
3,334
Q2 2025 Reduced 17.76%
$39.2B
$390,000 0.04% of portfolio
1,514
Q2 2024 Added 7.38%
$39.9B
$370,000 0.04% of portfolio
4,897
Q2 2025 Reduced 0.29%

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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