Sea Crest Wealth Management, LLC Portfolio Holdings
Sea Crest Wealth Management, LLC
- $916 Million
- Q4 2024
Sea Crest Wealth Management, LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $916 Million distributed in 655 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $88.3M, Nvidia Corp with a value of $52.2M, Alphabet Inc. with a value of $35.1M, Microsoft Corp with a value of $31M, and Alphabet Inc. with a value of $23M.
Examining the 13F form we can see an increase of $14M in the current position value, from $902M to 916M.
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
$916 Million
Technology: $253 Million
ETFs: $249 Million
Financial Services: $88.8 Million
Communication Services: $82.5 Million
Consumer Cyclical: $53 Million
Healthcare: $49.2 Million
Industrials: $47.4 Million
Consumer Defensive: $37.2 Million
Other: $50.6 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 655
- Current Value $916 Million
- Prior Value $902 Million
- Filing
- Period Q4 2024
- Filing Date January 14, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 62 stocks
- Additional Purchases 299 stocks
- Sold out of 0 stocks
- Reduced holdings in 241 stocks