Sea Crest Wealth Management, LLC Portfolio Holdings

Sea Crest Wealth Management, LLC

  • $874 Million
  • Q2 2025

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.27B
$668,000 0.08% of portfolio
11,904
Q2 2025 Reduced 32.06%
$360M
$725,000 0.08% of portfolio
19,071
Q2 2025 Reduced 66.93%
$1.09B
$712,000 0.08% of portfolio
26,443
Q2 2025 Reduced 0.45%
$1.76B
$520,000 0.06% of portfolio
11,806
Q2 2025 Reduced 1.01%
$581M
$496,000 0.06% of portfolio
25,900
Q2 2025 Added 0.81%
$992M
$465,000 0.05% of portfolio
30,940
Q2 2025 Added 90.4%
$1.58B
$349,000 0.04% of portfolio
24,100
Q2 2025 Added 16.57%
$578M
$278,000 0.03% of portfolio
29,102
Q2 2025 Added 13.96%
$542M
$269,000 0.03% of portfolio
12,600
Q4 2024 Reduced 8.5%
$1.94B
$241,000 0.03% of portfolio
16,529
Q2 2025 New
$993M
$181,000 0.02% of portfolio
19,700
Q2 2025 Added 11.93%
$1.03B
$162,000 0.02% of portfolio
16,101
Q2 2025 Reduced 80.08%
$684M
$179,000 0.02% of portfolio
13,750
Q2 2025 Reduced 2.14%
$1.74B
$145,000 0.02% of portfolio
10,800
Q2 2025 Added 8.0%
$1.05B
$141,000 0.02% of portfolio
15,438
Q2 2025 Reduced 20.48%
$1.98B
$178,000 0.02% of portfolio
11,090
Q2 2025 Added 0.67%
$1.36B
$89,000 0.01% of portfolio
10,026
Q2 2025 New
$1.18B
$114,000 0.01% of portfolio
41,100
Q1 2025 Reduced 4.64%
$985M
$98,000 0.01% of portfolio
14,500
Q2 2025 New
$868M
$70,000 0.01% of portfolio
11,600
Q2 2025 New
$353M
$13,000 0.0% of portfolio
10,000
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 617
  • Current Value $874 Million
  • Prior Value $852 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 54 stocks
  • Additional Purchases 177 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 345 stocks
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