Sea Crest Wealth Management, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $882 Million distributed in 628 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $75.8M, Alphabet Inc. with a value of $43.3M, Nvidia Corp with a value of $38.2M, Microsoft Corp with a value of $29.8M, and Alphabet Inc. with a value of $28.7M.
Examining the 13F form we can see an increase of $8.13M in the current position value, from $874M to 882M.
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
$882 Million
ETFs: $264 Million
Technology: $227 Million
Communication Services: $100 Million
Financial Services: $78.8 Million
Consumer Cyclical: $44.3 Million
Industrials: $41.9 Million
Healthcare: $40.9 Million
Consumer Defensive: $28.1 Million
Other: $48.3 Million
Stock Holdings Table Market Cap. of $200 Billions or more
