Sea Crest Wealth Management, LLC Portfolio Holdings
Sea Crest Wealth Management, LLC
- $801 Million
- Q1 2024
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.
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 603
- Current Value $801 Million
- Prior Value $813 Million
- Filing
- Period Q1 2024
- Filing Date April 18, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 46 stocks
- Additional Purchases 196 stocks
- Sold out of 0 stocks
- Reduced holdings in 324 stocks