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
$69.1B
$287,000 0.03% of portfolio
2,406
Q2 2025 Added 14.41%
$11.9B
$281,000 0.03% of portfolio
1,423
Q2 2025 Added 2.52%
$9.97B
$274,000 0.03% of portfolio
7,385
Q2 2025 Reduced 6.68%
$20.9B
$272,000 0.03% of portfolio
10,306
Q2 2025 Reduced 17.36%
$101B
$244,000 0.03% of portfolio
2,327
Q2 2025 Reduced 3.84%
$11.4B
$279,000 0.03% of portfolio
7,272
Q4 2024 Reduced 2.27%
$16.7B
$270,000 0.03% of portfolio
4,690
Q2 2025 Reduced 3.1%
$5.78B
$245,000 0.03% of portfolio
6,185
Q2 2025 Reduced 7.3%
$251B
$245,000 0.03% of portfolio
2,027
Q2 2025 Reduced 9.23%
$0
$236,000 0.03% of portfolio
19,313
Q2 2025 Added 0.32%
$1.94B
$241,000 0.03% of portfolio
16,529
Q2 2025 New
$74.1B
$244,000 0.03% of portfolio
7,508
Q2 2025 Reduced 29.59%
$52.1B
$251,000 0.03% of portfolio
1,726
Q2 2025 Reduced 26.05%
$44.2B
$227,000 0.03% of portfolio
5,250
Q2 2025 Reduced 9.0%
$87.9B
$242,000 0.03% of portfolio
3,260
Q2 2025 Reduced 53.87%
$7.31B
$230,000 0.03% of portfolio
1,378
Q2 2024 Reduced 10.87%
$59.8B
$229,000 0.03% of portfolio
404
Q2 2025 Added 0.5%
$70.3B
$264,000 0.03% of portfolio
630
Q2 2025 Reduced 7.62%
$0
$257,000 0.03% of portfolio
13,684
Q2 2025 New
$0
$194,000 0.02% of portfolio
21,911
Q2 2025 Added 1.35%
$69.5B
$213,000 0.02% of portfolio
4,343
Q2 2025 Reduced 17.12%
$121B
$211,000 0.02% of portfolio
474
Q2 2025 Reduced 37.88%
$19.8B
$207,000 0.02% of portfolio
4,023
Q2 2025 Added 3.71%
$871M
$181,000 0.02% of portfolio
19,700
Q2 2025 Added 11.93%
$0
$204,000 0.02% of portfolio
34,027
Q2 2025 Reduced 2.11%
$0
$197,000 0.02% of portfolio
15,712
Q2 2025 Reduced 0.17%
$7.98B
$217,000 0.02% of portfolio
16,850
Q2 2025 Reduced 13.34%
$1.03B
$162,000 0.02% of portfolio
16,101
Q2 2025 Reduced 80.08%
$663M
$179,000 0.02% of portfolio
13,750
Q2 2025 Reduced 2.14%
$1.8B
$145,000 0.02% of portfolio
10,800
Q2 2025 Added 8.0%
$47.2B
$213,000 0.02% of portfolio
2,731
Q2 2025 Reduced 31.4%
$0
$202,000 0.02% of portfolio
16,278
Q2 2025 New
$2.16B
$200,000 0.02% of portfolio
77,568
Q2 2025 Reduced 28.72%
$121B
$213,000 0.02% of portfolio
895
Q2 2025 Reduced 36.52%
$3.77B
$204,000 0.02% of portfolio
3,647
Q2 2025 Added 0.36%
$0
$217,000 0.02% of portfolio
11,446
Q1 2025 Reduced 5.61%
$20.4B
$186,000 0.02% of portfolio
37,000
Q2 2025 Added 42.31%
$1.04B
$141,000 0.02% of portfolio
15,438
Q2 2025 Reduced 20.48%
$0
$165,000 0.02% of portfolio
10,961
Q2 2025 New
$19.4B
$216,000 0.02% of portfolio
10,633
Q2 2025 Reduced 1.25%
$0
$201,000 0.02% of portfolio
19,131
Q2 2025 Reduced 2.42%
$1.88B
$178,000 0.02% of portfolio
11,090
Q2 2025 Added 0.67%
$95B
$204,000 0.02% of portfolio
2,878
Q2 2025 New
$147B
$215,000 0.02% of portfolio
1,866
Q2 2025 Reduced 61.29%
$0
$142,000 0.02% of portfolio
13,845
Q2 2025 Added 7.23%
$0
$159,000 0.02% of portfolio
20,976
Q2 2025 Added 1.63%
$0
$135,000 0.02% of portfolio
12,365
Q2 2025 Added 1.54%
$12.2B
$210,000 0.02% of portfolio
8,822
Q2 2025 New
$5.83B
$154,000 0.02% of portfolio
20,315
Q2 2025 Reduced 51.53%

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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