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
$0
$1.13 Million 0.13% of portfolio
37,541
Q2 2025 Reduced 3.18%
$100B
$1.1 Million 0.13% of portfolio
12,012
Q2 2025 Reduced 29.08%
$0
$1.11 Million 0.13% of portfolio
21,234
Q2 2025 Added 2.82%
$0
$1.1 Million 0.13% of portfolio
25,774
Q2 2025 Reduced 7.02%
$162B
$1.08 Million 0.12% of portfolio
8,744
Q2 2025 Reduced 24.58%
$79.9B
$1.08 Million 0.12% of portfolio
8,084
Q2 2025 Reduced 26.7%
$3.1B
$1.02 Million 0.12% of portfolio
2,519
Q2 2025 Added 1.9%
$0
$1.07 Million 0.12% of portfolio
5,832
Q2 2025 Added 3.99%
$309B
$1.02 Million 0.12% of portfolio
12,767
Q2 2025 Reduced 43.19%
$247B
$1.09 Million 0.12% of portfolio
15,546
Q2 2025 Reduced 3.1%
$0
$1.04 Million 0.12% of portfolio
17,358
Q2 2025 Reduced 5.43%
$0
$1.02 Million 0.12% of portfolio
42,741
Q2 2025 Added 0.14%
$90.8B
$946,000 0.11% of portfolio
4,283
Q2 2025 Added 7.61%
$0
$964,000 0.11% of portfolio
6,935
Q2 2025 Reduced 5.23%
$16.6B
$995,000 0.11% of portfolio
14,438
Q2 2025 Added 2.33%
$265B
$951,000 0.11% of portfolio
6,757
Q2 2025 Reduced 55.38%
$69B
$1 Million 0.11% of portfolio
659
Q2 2025 Reduced 0.15%
$59.7B
$925,000 0.11% of portfolio
4,073
Q2 2025 Reduced 1.71%
$23.5B
$936,000 0.11% of portfolio
2,294
Q2 2025 Reduced 0.82%
$98.2B
$937,000 0.11% of portfolio
20,242
Q2 2025 Reduced 25.74%
$0
$935,000 0.11% of portfolio
6,339
Q2 2025 Reduced 3.95%
$87.3B
$964,000 0.11% of portfolio
4,974
Q2 2025 Added 4.45%
$0
$948,000 0.11% of portfolio
18,464
Q2 2025 Added 26.26%
$141B
$847,000 0.1% of portfolio
12,204
Q2 2025 Reduced 16.68%
$354M
$905,000 0.1% of portfolio
25,118
Q1 2025 Added 25.33%
$65B
$866,000 0.1% of portfolio
1,150
Q2 2025 Added 49.54%
$93.7B
$873,000 0.1% of portfolio
1,715
Q2 2025 Reduced 59.9%
$5.61B
$895,000 0.1% of portfolio
97,470
Q2 2025 Added 20.48%
$0
$883,000 0.1% of portfolio
35,600
Q2 2025 Added 78.89%
$27.2B
$866,000 0.1% of portfolio
20,641
Q2 2025 Added 101.87%
$0
$865,000 0.1% of portfolio
10,090
Q2 2025 Reduced 9.4%
$32.6B
$862,000 0.1% of portfolio
10,561
Q2 2025 Added 27.13%
$170B
$874,000 0.1% of portfolio
2,499
Q2 2025 Added 27.57%
$0
$865,000 0.1% of portfolio
10,728
Q2 2025 Reduced 61.26%
$0
$906,000 0.1% of portfolio
49,407
Q2 2025 Reduced 14.97%
$170B
$831,000 0.1% of portfolio
9,108
Q2 2025 Reduced 20.47%
$25.7B
$864,000 0.1% of portfolio
19,315
Q2 2025 Reduced 33.2%
$162B
$908,000 0.1% of portfolio
2,348
Q2 2025 Reduced 14.31%
$0
$875,000 0.1% of portfolio
58,168
Q2 2025 Added 0.66%
$0
$773,000 0.09% of portfolio
5,145
Q2 2025 Added 0.76%
$0
$752,000 0.09% of portfolio
20,186
Q2 2025 New
$82.8B
$792,000 0.09% of portfolio
5,585
Q1 2025 Reduced 16.57%
$0
$750,000 0.09% of portfolio
16,261
Q2 2025 Added 0.07%
$3.11B
$810,000 0.09% of portfolio
16,960
Q2 2025 Added 222.07%
$56.2B
$745,000 0.09% of portfolio
7,185
Q2 2025 Reduced 29.75%
$0
$809,000 0.09% of portfolio
9,170
Q2 2025 Added 44.43%
$0
$804,000 0.09% of portfolio
9,633
Q2 2025 Added 0.64%
$71.7B
$749,000 0.09% of portfolio
11,925
Q2 2025 Added 20.27%
$0
$771,000 0.09% of portfolio
5,994
Q2 2025 Added 132.42%

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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