Sea Crest Wealth Management, LLC Portfolio Holdings

Sea Crest Wealth Management, LLC

  • $882 Million
  • Q3 2025

Sea Crest Wealth Management, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $882 Million distributed in 628 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $75.8M, Alphabet Inc. with a value of $43.3M, Nvidia Corp with a value of $38.2M, Microsoft Corp with a value of $29.8M, and Alphabet Inc. with a value of $28.7M.

Examining the 13F form we can see an increase of $8.13M in the current position value, from $874M to 882M.

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 $882 Million
ETFs: $264 Million
Technology: $227 Million
Communication Services: $100 Million
Financial Services: $78.8 Million
Consumer Cyclical: $44.3 Million
Industrials: $41.9 Million
Healthcare: $40.9 Million
Consumer Defensive: $28.1 Million
Other: $48.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$143B
$1.07 Million 0.12% of portfolio
31,799
Q3 2025 Added 37.64%
$24.1B
$1.03 Million 0.12% of portfolio
24,245
Q3 2025 Added 0.01%
$0
$1.08 Million 0.12% of portfolio
18,988
Q3 2025 Reduced 32.98%
$144B
$1.02 Million 0.12% of portfolio
2,240
Q3 2025 Reduced 13.61%
$268B
$1.03 Million 0.12% of portfolio
6,165
Q3 2025 Added 1.83%
$0
$1.04 Million 0.12% of portfolio
11,124
Q3 2025 Reduced 10.45%
$0
$1 Million 0.11% of portfolio
5,165
Q3 2025 Reduced 11.44%
$39.4B
$943,000 0.11% of portfolio
1,315
Q3 2025 Reduced 10.73%
$74.3B
$979,000 0.11% of portfolio
15,461
Q3 2025 Added 29.65%
$23.2B
$1 Million 0.11% of portfolio
20,485
Q3 2025 Reduced 0.76%
$170B
$1.01 Million 0.11% of portfolio
7,022
Q3 2025 Reduced 19.69%
$123B
$930,000 0.11% of portfolio
1,863
Q3 2025 Reduced 40.95%
$0
$935,000 0.11% of portfolio
37,230
Q3 2025 Reduced 15.54%
$28.2B
$932,000 0.11% of portfolio
46,185
Q3 2025 New
$23.2B
$994,000 0.11% of portfolio
2,310
Q3 2025 Added 0.7%
$75.4B
$949,000 0.11% of portfolio
7,240
Q3 2025 Reduced 10.44%
$224B
$986,000 0.11% of portfolio
3,247
Q3 2025 Reduced 21.7%
$91.4B
$981,000 0.11% of portfolio
6,322
Q3 2025 Reduced 12.81%
$5.08B
$845,000 0.1% of portfolio
116,619
Q3 2025 Added 5.22%
$0
$907,000 0.1% of portfolio
60,757
Q3 2025 Reduced 3.37%
$0
$926,000 0.1% of portfolio
10,030
Q3 2025 Reduced 0.59%
$113B
$843,000 0.1% of portfolio
8,917
Q3 2025 Reduced 47.21%
$167B
$918,000 0.1% of portfolio
9,618
Q3 2025 Added 5.6%
$72.7B
$887,000 0.1% of portfolio
673
Q3 2025 Added 2.12%
$81.8B
$850,000 0.1% of portfolio
7,736
Q3 2025 Added 60.83%
$0
$881,000 0.1% of portfolio
5,358
Q3 2025 Added 4.14%
$0
$839,000 0.1% of portfolio
16,021
Q3 2025 Added 1.0%
$46.8B
$842,000 0.1% of portfolio
884
Q3 2025 Reduced 17.07%
$0
$868,000 0.1% of portfolio
1,872
Q3 2025 Reduced 33.36%
$193B
$902,000 0.1% of portfolio
2,017
Q3 2025 Reduced 3.03%
$168B
$918,000 0.1% of portfolio
12,165
Q3 2025 Reduced 0.32%
$0
$842,000 0.1% of portfolio
9,308
Q3 2025 Added 17.29%
$0
$882,000 0.1% of portfolio
10,865
Q3 2025 Added 1.28%
$72.7B
$887,000 0.1% of portfolio
4,529
Q3 2025 Reduced 8.95%
$0
$767,000 0.09% of portfolio
3,768
Q3 2025 Added 0.05%
$0
$774,000 0.09% of portfolio
20,186
Q2 2025 New
$1.87B
$818,000 0.09% of portfolio
2,539
Q3 2025 Added 0.79%
$0
$819,000 0.09% of portfolio
9,381
Q3 2025 Reduced 2.62%
$0
$784,000 0.09% of portfolio
16,055
Q3 2025 New
$103B
$829,000 0.09% of portfolio
355
Q3 2025 Reduced 19.68%
$10.4B
$829,000 0.09% of portfolio
12,371
Q3 2025 New
$0
$825,000 0.09% of portfolio
7,199
Q3 2025 Added 32.46%
$0
$833,000 0.09% of portfolio
9,331
Q3 2025 Added 1.76%
$0
$824,000 0.09% of portfolio
10,767
Q3 2025 Added 0.42%
$97.3B
$830,000 0.09% of portfolio
9,818
Q3 2025 Reduced 17.73%
$1.05B
$761,000 0.09% of portfolio
25,543
Q3 2025 Reduced 3.4%
$99.5B
$816,000 0.09% of portfolio
18,094
Q3 2025 Reduced 10.61%
$0
$768,000 0.09% of portfolio
6,003
Q3 2025 Added 16.36%
$84B
$754,000 0.09% of portfolio
3,923
Q3 2025 Reduced 8.41%

Summary

  • Portfolio
  • No. of Stocks 628
  • Current Value $882 Million
  • Prior Value $874 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 68 stocks
  • Additional Purchases 174 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 357 stocks
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