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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
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