Sea Crest Wealth Management, LLC Portfolio Holdings

Sea Crest Wealth Management, LLC

  • $852 Million
  • Q1 2025

Sea Crest Wealth Management, LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $852 Million distributed in 657 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $77.6M, Nvidia Corp with a value of $38.9M, Alphabet Inc. with a value of $28.6M, Microsoft Corp with a value of $27.2M, and Amazon Com Inc with a value of $18.9M.

Examining the 13F form we can see an decrease of $64.4M in the current position value, from $916M to 852M.

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 $852 Million
ETFs: $238 Million
Technology: $211 Million
Financial Services: $89.1 Million
Communication Services: $72.5 Million
Healthcare: $52.2 Million
Industrials: $46.1 Million
Consumer Cyclical: $45.1 Million
Consumer Defensive: $36.6 Million
Other: $55 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$245M
$1.92 Million 0.23% of portfolio
57,671
Q1 2025 Reduced 1.93%
$220M
$756,000 0.09% of portfolio
25,118
Q1 2025 Added 25.33%
$230M
$497,000 0.06% of portfolio
106,700
Q1 2025 Added 13.87%
$237M
$217,000 0.03% of portfolio
25,692
Q1 2025 New
$275M
$13,000 0.0% of portfolio
20,452
Q1 2025 Added 1.49%
$273M
$11,000 0.0% of portfolio
10,000
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 657
  • Current Value $852 Million
  • Prior Value $916 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 48 stocks
  • Additional Purchases 250 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 305 stocks
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