Sea Crest Wealth Management, LLC has filed its 13F form on April 18, 2024 for Q1 2024 where it was disclosed a total value porftolio of $801 Million distributed in 603 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $61.7M, Nvidia Corp with a value of $34.7M, Microsoft Corp with a value of $31.1M, Alphabet Inc. with a value of $27.6M, and Alphabet Inc. with a value of $19M.
Examining the 13F form we can see an decrease of $11.9M in the current position value, from $813M to 801M.
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
$801 Million
Technology: $208 Million
ETFs: $202 Million
Financial Services: $79.7 Million
Communication Services: $66.3 Million
Healthcare: $59.1 Million
Industrials: $46.5 Million
Consumer Cyclical: $42.7 Million
Consumer Defensive: $35.1 Million
Other: $59.9 Million
Stock Holdings Table Market Cap. of $200 Billions or more