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
$38.2B
$307,000 0.04% of portfolio
1,467
Q2 2025 Added 0.34%
$48.6B
$327,000 0.04% of portfolio
1,001
Q2 2025 Reduced 6.36%
$0
$351,000 0.04% of portfolio
43,607
Q2 2025 Reduced 4.83%
$24.7B
$329,000 0.04% of portfolio
4,351
Q2 2025 Added 11.99%
$4.07B
$312,000 0.04% of portfolio
2,030
Q1 2025 New
$28.7B
$319,000 0.04% of portfolio
3,112
Q2 2025 Reduced 5.15%
$104B
$374,000 0.04% of portfolio
1,713
Q2 2025 Reduced 1.38%
$47.5B
$317,000 0.04% of portfolio
5,448
Q2 2025 Reduced 2.4%
$20.7B
$325,000 0.04% of portfolio
20,840
Q2 2025 Reduced 22.35%
$51.6B
$349,000 0.04% of portfolio
4,868
Q2 2025 Reduced 10.74%
$46.1B
$371,000 0.04% of portfolio
2,678
Q2 2025 Reduced 4.8%
$60.9B
$340,000 0.04% of portfolio
11,593
Q2 2025 Reduced 36.64%
$50.3B
$353,000 0.04% of portfolio
1,408
Q2 2025 Added 1.15%
$40.8B
$372,000 0.04% of portfolio
5,294
Q2 2025 Added 19.37%
$60.9B
$326,000 0.04% of portfolio
4,056
Q2 2025 Reduced 7.06%
$71.9B
$350,000 0.04% of portfolio
441
Q2 2025 Reduced 0.68%
$29.2B
$294,000 0.03% of portfolio
5,677
Q2 2025 Added 7.6%
$23.7B
$220,000 0.03% of portfolio
1,479
Q2 2025 Reduced 1.07%
$84.3B
$234,000 0.03% of portfolio
2,221
Q2 2025 Reduced 41.77%
$0
$231,000 0.03% of portfolio
42,702
Q2 2025 Added 5.19%
$0
$293,000 0.03% of portfolio
41,251
Q2 2025 Added 0.75%
$35.8B
$260,000 0.03% of portfolio
1,620
Q2 2025 New
$572M
$278,000 0.03% of portfolio
29,102
Q2 2025 Added 13.96%
$0
$224,000 0.03% of portfolio
42,345
Q2 2025 Added 7.77%
$5.44B
$268,000 0.03% of portfolio
2,324
Q2 2025 Reduced 6.85%
$102B
$278,000 0.03% of portfolio
862
Q2 2025 Reduced 24.45%
$98.8B
$224,000 0.03% of portfolio
7,516
Q2 2025 Reduced 23.73%
$57B
$262,000 0.03% of portfolio
491
Q2 2025 Reduced 19.64%
$26B
$304,000 0.03% of portfolio
2,190
Q2 2025 Reduced 18.68%
$0
$233,000 0.03% of portfolio
61,482
Q2 2025 Reduced 18.87%
$31.5B
$227,000 0.03% of portfolio
6,980
Q1 2025 Reduced 31.68%
$318B
$221,000 0.03% of portfolio
1,950
Q2 2025 Reduced 5.98%
$26B
$272,000 0.03% of portfolio
1,640
Q2 2025 Reduced 2.03%
$9.14B
$255,000 0.03% of portfolio
24,258
Q2 2025 Added 14.2%
$528M
$269,000 0.03% of portfolio
12,600
Q4 2024 Reduced 8.5%
$8.85B
$292,000 0.03% of portfolio
15,239
Q2 2025 New
$5.28B
$258,000 0.03% of portfolio
8,402
Q2 2025 Reduced 8.19%
$0
$241,000 0.03% of portfolio
9,380
Q2 2025 Added 0.03%
$89.9B
$276,000 0.03% of portfolio
835
Q2 2025 Added 2.71%
$15.3B
$240,000 0.03% of portfolio
5,440
Q2 2025 Reduced 26.88%
$0
$235,000 0.03% of portfolio
22,285
Q2 2025 Reduced 9.2%
$50B
$282,000 0.03% of portfolio
1,638
Q2 2025 Reduced 0.49%
$0
$228,000 0.03% of portfolio
15,423
Q2 2025 Reduced 1.28%
$15.6B
$291,000 0.03% of portfolio
2,123
Q2 2025 Reduced 0.42%
$0
$281,000 0.03% of portfolio
37,150
Q2 2025 Added 3.39%
$0
$224,000 0.03% of portfolio
25,878
Q2 2025 Reduced 0.29%
$90.3B
$230,000 0.03% of portfolio
5,086
Q2 2025 Reduced 22.68%
$0
$260,000 0.03% of portfolio
7,195
Q2 2025 Added 10.78%
$41B
$253,000 0.03% of portfolio
2,558
Q2 2025 Reduced 0.78%

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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