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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$386B
$3.14 Million 0.36% of portfolio
16,936
Q2 2025 Reduced 16.85%
$374B
$3.18 Million 0.36% of portfolio
19,942
Q2 2025 Reduced 22.71%
$0
$3.15 Million 0.36% of portfolio
17,301
Q2 2025 Reduced 1.79%
$0
$3.11 Million 0.36% of portfolio
49,605
Q2 2025 Reduced 1.08%
$0
$3.19 Million 0.36% of portfolio
15,107
Q2 2025 Reduced 6.94%
$0
$2.99 Million 0.34% of portfolio
112,837
Q2 2025 Added 0.5%
$0
$2.91 Million 0.33% of portfolio
16,480
Q2 2025 Reduced 2.7%
$243B
$2.84 Million 0.33% of portfolio
10,423
Q2 2025 Reduced 5.25%
$256B
$2.8 Million 0.32% of portfolio
19,727
Q2 2025 Added 0.69%
$788B
$2.84 Million 0.32% of portfolio
12,992
Q2 2025 Reduced 1.36%
$0
$2.83 Million 0.32% of portfolio
49,650
Q2 2025 Reduced 15.06%
$0
$2.75 Million 0.31% of portfolio
10,845
Q2 2025 Added 8.67%
$0
$2.59 Million 0.3% of portfolio
31,745
Q2 2025 Reduced 3.02%
$0
$2.53 Million 0.29% of portfolio
90,254
Q2 2025 Reduced 6.0%
$0
$2.49 Million 0.28% of portfolio
8,893
Q2 2025 Added 6.13%
$0
$2.46 Million 0.28% of portfolio
97,347
Q2 2025 Reduced 2.54%
$0
$2.3 Million 0.26% of portfolio
53,856
Q2 2025 Added 37.13%
$0
$2.25 Million 0.26% of portfolio
29,821
Q2 2025 Reduced 4.9%
$210B
$2.19 Million 0.25% of portfolio
27,702
Q2 2025 Reduced 8.05%
$0
$2.18 Million 0.25% of portfolio
3,519
Q2 2025 Reduced 3.0%
$3.06B
$2.17 Million 0.25% of portfolio
11,866
Q2 2025 Reduced 1.67%
$182B
$2.23 Million 0.25% of portfolio
13,985
Q2 2025 Reduced 14.81%
$185B
$2.07 Million 0.24% of portfolio
47,851
Q2 2025 Reduced 0.37%
$70.8B
$2.13 Million 0.24% of portfolio
9,536
Q2 2025 Reduced 1.14%
$134B
$2.1 Million 0.24% of portfolio
86,556
Q2 2025 Added 26.67%
$0
$2.06 Million 0.24% of portfolio
7,225
Q2 2025 Added 22.58%
$211B
$2.11 Million 0.24% of portfolio
72,819
Q2 2025 Reduced 36.9%
$60B
$2.1 Million 0.24% of portfolio
48,953
Q2 2025 Added 1.5%
$0
$2.03 Million 0.23% of portfolio
46,321
Q2 2025 Added 15.23%
$229B
$2.05 Million 0.23% of portfolio
14,049
Q2 2025 Reduced 8.17%
$256B
$2.04 Million 0.23% of portfolio
28,956
Q2 2025 Reduced 2.79%
$142B
$2.03 Million 0.23% of portfolio
8,735
Q2 2025 Reduced 16.17%
$0
$1.99 Million 0.23% of portfolio
4,536
Q2 2025 Reduced 2.43%
$134B
$2.03 Million 0.23% of portfolio
2,652
Q2 2025 Added 3.92%
$10.6B
$2.05 Million 0.23% of portfolio
31,216
Q2 2025 Added 108.61%
$137B
$1.96 Million 0.22% of portfolio
2,187
Q2 2025 Reduced 2.84%
$0
$1.84 Million 0.21% of portfolio
6,610
Q2 2025 Reduced 11.01%
$58.7B
$1.82 Million 0.21% of portfolio
8,908
Q2 2025 Reduced 33.69%
$177B
$1.84 Million 0.21% of portfolio
9,480
Q2 2025 Added 0.88%
$290B
$1.83 Million 0.21% of portfolio
25,824
Q2 2025 Reduced 7.16%
$0
$1.71 Million 0.2% of portfolio
9,842
Q2 2025 Added 7.16%
$89.5B
$1.74 Million 0.2% of portfolio
5,968
Q2 2025 Reduced 0.85%
$273B
$1.76 Million 0.2% of portfolio
25,337
Q2 2025 Reduced 17.32%
$63.5B
$1.72 Million 0.2% of portfolio
20,293
Q2 2025 Added 21.26%
$0
$1.75 Million 0.2% of portfolio
79,504
Q2 2025 Reduced 2.36%
$0
$1.72 Million 0.2% of portfolio
7,278
Q2 2025 Added 6.43%
$102B
$1.66 Million 0.19% of portfolio
2,267
Q2 2025 Reduced 1.35%
$234B
$1.63 Million 0.19% of portfolio
11,996
Q2 2025 Reduced 15.43%
$0
$1.61 Million 0.18% of portfolio
28,331
Q2 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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