Sea Crest Wealth Management, LLC Portfolio Holdings
Sea Crest Wealth Management, LLC
- $858 Million
- Q2 2024
Sea Crest Wealth Management, LLC has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $858 Million distributed in 613 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $74.8M, Nvidia Corp with a value of $50.3M, Microsoft Corp with a value of $34.2M, Alphabet Inc. with a value of $33.5M, and Alphabet Inc. with a value of $22.8M.
Examining the 13F form we can see an increase of $57M in the current position value, from $801M to 858M.
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.
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 613
- Current Value $858 Million
- Prior Value $801 Million
- Filing
- Period Q2 2024
- Filing Date July 19, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 40 stocks
- Additional Purchases 302 stocks
- Sold out of 0 stocks
- Reduced holdings in 225 stocks