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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.2 Million 2.08% of portfolio
32,980
Q2 2025 Added 9.15%
$0
$15.1 Million 1.73% of portfolio
516,338
Q2 2025 Added 6.23%
$0
$9.7 Million 1.11% of portfolio
15,706
Q2 2025 Reduced 1.18%
$0
$8.99 Million 1.03% of portfolio
33,363
Q2 2025 Reduced 16.27%
$0
$8.49 Million 0.97% of portfolio
14,939
Q2 2025 Added 4.4%
$0
$8.18 Million 0.94% of portfolio
143,891
Q2 2025 Added 8.6%
$0
$5.75 Million 0.66% of portfolio
241,166
Q2 2025 Added 0.97%
$0
$5.48 Million 0.63% of portfolio
8,264
Q2 2025 Added 4.42%
$0
$4.98 Million 0.57% of portfolio
16,375
Q2 2025 Reduced 1.49%
$106B
$4.69 Million 0.54% of portfolio
15,394
Q2 2025 Reduced 4.44%
$0
$4.72 Million 0.54% of portfolio
170,499
Q2 2025 Reduced 0.08%
$0
$4.12 Million 0.47% of portfolio
49,221
Q2 2025 Added 126.29%
$0
$3.81 Million 0.44% of portfolio
186,670
Q2 2025 Added 254.47%
$0
$3.73 Million 0.43% of portfolio
104,756
Q2 2025 New
$0
$3.66 Million 0.42% of portfolio
90,903
Q2 2025 Added 19.05%
$0
$3.57 Million 0.41% of portfolio
65,613
Q2 2025 Added 19.09%
$0
$3.36 Million 0.38% of portfolio
7,966
Q2 2025 Reduced 0.78%
$0
$3.15 Million 0.36% of portfolio
17,301
Q2 2025 Reduced 1.79%
$0
$3.11 Million 0.36% of portfolio
49,605
Q2 2025 Reduced 1.08%
$0
$3.19 Million 0.36% of portfolio
15,107
Q2 2025 Reduced 6.94%
$0
$2.99 Million 0.34% of portfolio
112,837
Q2 2025 Added 0.5%
$0
$2.91 Million 0.33% of portfolio
16,480
Q2 2025 Reduced 2.7%
$0
$2.83 Million 0.32% of portfolio
49,650
Q2 2025 Reduced 15.06%
$0
$2.75 Million 0.31% of portfolio
10,845
Q2 2025 Added 8.67%
$0
$2.59 Million 0.3% of portfolio
31,745
Q2 2025 Reduced 3.02%
$0
$2.53 Million 0.29% of portfolio
90,254
Q2 2025 Reduced 6.0%
$0
$2.49 Million 0.28% of portfolio
8,893
Q2 2025 Added 6.13%
$0
$2.46 Million 0.28% of portfolio
97,347
Q2 2025 Reduced 2.54%
$0
$2.3 Million 0.26% of portfolio
53,856
Q2 2025 Added 37.13%
$0
$2.25 Million 0.26% of portfolio
29,821
Q2 2025 Reduced 4.9%
$0
$2.18 Million 0.25% of portfolio
3,519
Q2 2025 Reduced 3.0%
$0
$2.06 Million 0.24% of portfolio
7,225
Q2 2025 Added 22.58%
$0
$2.03 Million 0.23% of portfolio
46,321
Q2 2025 Added 15.23%
$0
$1.99 Million 0.23% of portfolio
4,536
Q2 2025 Reduced 2.43%
$9.7B
$2.05 Million 0.23% of portfolio
31,216
Q2 2025 Added 108.61%
$0
$1.84 Million 0.21% of portfolio
6,610
Q2 2025 Reduced 11.01%
$0
$1.71 Million 0.2% of portfolio
9,842
Q2 2025 Added 7.16%
$0
$1.72 Million 0.2% of portfolio
7,278
Q2 2025 Added 6.43%
$0
$1.61 Million 0.18% of portfolio
28,331
Q2 2025 New
$0
$1.6 Million 0.18% of portfolio
22,908
Q2 2025 Reduced 3.43%
$0
$1.54 Million 0.18% of portfolio
57,800
Q2 2025 Reduced 0.97%
$0
$1.54 Million 0.18% of portfolio
66,355
Q2 2025 Reduced 14.25%
$0
$1.57 Million 0.18% of portfolio
64,390
Q2 2025 Reduced 4.32%
$0
$1.46 Million 0.17% of portfolio
13,360
Q2 2025 Reduced 0.1%
$0
$1.4 Million 0.16% of portfolio
13,890
Q2 2025 Reduced 3.68%
$0
$1.38 Million 0.16% of portfolio
26,404
Q2 2025 Reduced 1.42%
$0
$1.29 Million 0.15% of portfolio
10,599
Q2 2025 Added 9.88%
$0
$1.29 Million 0.15% of portfolio
12,842
Q2 2025 Added 0.94%
$0
$1.27 Million 0.15% of portfolio
11,620
Q2 2025 Reduced 1.1%

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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