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
$1.27 Million 0.15% of portfolio
59,960
Q2 2025 Reduced 3.18%
$0
$1.24 Million 0.14% of portfolio
2,809
Q2 2025 Added 7.58%
$0
$1.2 Million 0.14% of portfolio
6,065
Q2 2025 Added 4.42%
$0
$1.26 Million 0.14% of portfolio
6,670
Q2 2025 Reduced 3.38%
$0
$1.13 Million 0.13% of portfolio
37,369
Q1 2025 Reduced 10.75%
$0
$1.16 Million 0.13% of portfolio
12,987
Q2 2025 Reduced 1.05%
$0
$1.11 Million 0.13% of portfolio
12,422
Q2 2025 Added 41.87%
$0
$1.15 Million 0.13% of portfolio
30,036
Q2 2025 Added 2.56%
$0
$1.1 Million 0.13% of portfolio
44,080
Q2 2025 Reduced 9.94%
$0
$1.13 Million 0.13% of portfolio
37,541
Q2 2025 Reduced 3.18%
$0
$1.11 Million 0.13% of portfolio
21,234
Q2 2025 Added 2.82%
$0
$1.1 Million 0.13% of portfolio
25,774
Q2 2025 Reduced 7.02%
$0
$1.07 Million 0.12% of portfolio
5,832
Q2 2025 Added 3.99%
$0
$1.04 Million 0.12% of portfolio
17,358
Q2 2025 Reduced 5.43%
$0
$1.02 Million 0.12% of portfolio
42,741
Q2 2025 Added 0.14%
$0
$964,000 0.11% of portfolio
6,935
Q2 2025 Reduced 5.23%
$0
$948,000 0.11% of portfolio
18,464
Q2 2025 Added 26.26%
$0
$865,000 0.1% of portfolio
10,090
Q2 2025 Reduced 9.4%
$0
$865,000 0.1% of portfolio
10,728
Q2 2025 Reduced 61.26%
$0
$773,000 0.09% of portfolio
5,145
Q2 2025 Added 0.76%
$0
$752,000 0.09% of portfolio
20,186
Q2 2025 New
$0
$750,000 0.09% of portfolio
16,261
Q2 2025 Added 0.07%
$0
$809,000 0.09% of portfolio
9,170
Q2 2025 Added 44.43%
$0
$804,000 0.09% of portfolio
9,633
Q2 2025 Added 0.64%
$0
$771,000 0.09% of portfolio
5,994
Q2 2025 Added 132.42%
$0
$791,000 0.09% of portfolio
15,862
Q2 2025 Added 2.48%
$0
$750,000 0.09% of portfolio
10,722
Q2 2025 Reduced 2.56%
$18.2B
$795,000 0.09% of portfolio
24,242
Q2 2025 Reduced 2.08%
$0
$822,000 0.09% of portfolio
9,695
Q2 2025 Reduced 8.49%
$0
$684,000 0.08% of portfolio
8,586
Q2 2025 Reduced 14.74%
$0
$656,000 0.08% of portfolio
6,676
Q2 2025 Reduced 0.83%
$0
$697,000 0.08% of portfolio
6,674
Q2 2025 Reduced 2.63%
$0
$701,000 0.08% of portfolio
6,370
Q2 2025 Reduced 18.01%
$0
$668,000 0.08% of portfolio
10,785
Q2 2025 Reduced 0.07%
$0
$731,000 0.08% of portfolio
3,766
Q2 2025 Reduced 0.03%
$0
$671,000 0.08% of portfolio
13,570
Q2 2025 Added 9.42%
$0
$597,000 0.07% of portfolio
5,435
Q2 2025 Added 0.09%
$0
$589,000 0.07% of portfolio
5,159
Q2 2025 Added 0.12%
$0
$633,000 0.07% of portfolio
48,584
Q2 2025 Added 0.6%
$0
$647,000 0.07% of portfolio
5,888
Q2 2025 Reduced 0.78%
$0
$577,000 0.07% of portfolio
8,585
Q2 2025 Added 2.52%
$0
$642,000 0.07% of portfolio
2,977
Q2 2025 Reduced 6.41%
$0
$579,000 0.07% of portfolio
2,038
Q2 2025 Added 9.81%
$0
$613,000 0.07% of portfolio
4,605
Q2 2025 Reduced 2.33%
$0
$578,000 0.07% of portfolio
10,501
Q2 2025 Reduced 36.47%
$0
$627,000 0.07% of portfolio
6,633
Q1 2025 Reduced 0.9%
$0
$655,000 0.07% of portfolio
7,936
Q2 2025 Reduced 9.74%
$0
$617,000 0.07% of portfolio
7,499
Q2 2025 Added 2.03%
$0
$582,000 0.07% of portfolio
11,920
Q2 2025 Added 14.4%

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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