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 Market Cap. of $10 Billions to $200 Billions
