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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.9 Million 1.92% of portfolio
530,347
Q3 2025 Added 2.71%
$0
$16.4 Million 1.85% of portfolio
27,255
Q3 2025 Reduced 17.36%
$0
$10.2 Million 1.16% of portfolio
15,378
Q3 2025 Reduced 2.09%
$0
$9.41 Million 1.07% of portfolio
15,360
Q3 2025 Added 2.82%
$0
$9.02 Million 1.02% of portfolio
32,233
Q3 2025 Reduced 3.39%
$0
$8.11 Million 0.92% of portfolio
142,111
Q3 2025 Reduced 1.24%
$0
$6.48 Million 0.73% of portfolio
8,674
Q3 2025 Added 4.96%
$0
$6.23 Million 0.71% of portfolio
242,270
Q3 2025 Added 0.46%
$130B
$5.97 Million 0.68% of portfolio
16,799
Q3 2025 Added 9.13%
$0
$5.08 Million 0.58% of portfolio
15,486
Q3 2025 Reduced 5.43%
$0
$4.95 Million 0.56% of portfolio
55,689
Q3 2025 Added 13.14%
$0
$4.75 Million 0.54% of portfolio
163,119
Q3 2025 Reduced 4.33%
$0
$4.54 Million 0.51% of portfolio
106,240
Q3 2025 Added 16.87%
$0
$3.75 Million 0.43% of portfolio
65,217
Q3 2025 Reduced 0.6%
$0
$3.69 Million 0.42% of portfolio
100,634
Q3 2025 Reduced 3.93%
$0
$3.7 Million 0.42% of portfolio
7,900
Q3 2025 Reduced 0.83%
$0
$3.22 Million 0.36% of portfolio
13,704
Q3 2025 Reduced 9.29%
$0
$3.2 Million 0.36% of portfolio
17,156
Q3 2025 Added 4.1%
$0
$3.07 Million 0.35% of portfolio
16,875
Q3 2025 Reduced 2.46%
$0
$3.03 Million 0.34% of portfolio
111,112
Q3 2025 Reduced 1.53%
$0
$2.93 Million 0.33% of portfolio
10,402
Q3 2025 Reduced 4.08%
$0
$2.93 Million 0.33% of portfolio
46,716
Q3 2025 Reduced 5.82%
$0
$2.93 Million 0.33% of portfolio
9,991
Q3 2025 Added 12.35%
$0
$2.61 Million 0.3% of portfolio
93,446
Q3 2025 Reduced 4.01%
$0
$2.61 Million 0.3% of portfolio
53,904
Q3 2025 Added 0.09%
$0
$2.68 Million 0.3% of portfolio
90,535
Q3 2025 Added 0.31%
$0
$2.49 Million 0.28% of portfolio
41,545
Q3 2025 Reduced 16.32%
$0
$2.37 Million 0.27% of portfolio
3,540
Q3 2025 Added 0.6%
$0
$2.4 Million 0.27% of portfolio
27,529
Q3 2025 Reduced 13.28%
$0
$2.35 Million 0.27% of portfolio
7,204
Q3 2025 Added 8.99%
$0
$2.35 Million 0.27% of portfolio
50,551
Q3 2025 Added 9.13%
$11.9B
$2.19 Million 0.25% of portfolio
28,613
Q3 2025 Reduced 8.34%
$0
$2.17 Million 0.25% of portfolio
28,516
Q3 2025 Reduced 4.38%
$0
$2.24 Million 0.25% of portfolio
4,680
Q3 2025 Added 3.17%
$0
$2 Million 0.23% of portfolio
6,501
Q3 2025 Reduced 10.02%
$0
$2.05 Million 0.23% of portfolio
10,459
Q3 2025 Added 6.27%
$0
$1.96 Million 0.22% of portfolio
7,694
Q3 2025 Added 5.72%
$0
$1.64 Million 0.19% of portfolio
62,328
Q3 2025 Reduced 3.2%
$0
$1.53 Million 0.17% of portfolio
15,217
Q3 2025 Added 18.49%
$0
$1.48 Million 0.17% of portfolio
55,062
Q3 2025 Reduced 4.74%
$0
$1.47 Million 0.17% of portfolio
13,202
Q3 2025 Reduced 1.18%
$0
$1.44 Million 0.16% of portfolio
6,486
Q3 2025 Added 6.94%
$0
$1.42 Million 0.16% of portfolio
10,559
Q3 2025 Reduced 0.38%
$0
$1.36 Million 0.15% of portfolio
18,837
Q3 2025 Reduced 17.77%
$0
$1.36 Million 0.15% of portfolio
25,215
Q3 2025 Reduced 4.5%
$0
$1.29 Million 0.15% of portfolio
12,510
Q3 2025 Reduced 9.94%
$0
$1.36 Million 0.15% of portfolio
6,504
Q3 2025 Reduced 2.49%
$0
$1.22 Million 0.14% of portfolio
51,780
Q3 2025 Reduced 21.97%
$0
$1.22 Million 0.14% of portfolio
32,062
Q3 2025 New

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
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