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
$627,000 0.07% of portfolio
6,633
Q1 2025 Reduced 0.9%
$0
$655,000 0.07% of portfolio
7,936
Q2 2025 Reduced 9.74%
$0
$617,000 0.07% of portfolio
7,499
Q2 2025 Added 2.03%
$153B
$635,000 0.07% of portfolio
2,125
Q2 2025 Reduced 21.09%
$51.2B
$581,000 0.07% of portfolio
3,460
Q2 2025 Added 7.89%
$51.6B
$635,000 0.07% of portfolio
2,610
Q1 2025 Added 0.77%
$63.9B
$641,000 0.07% of portfolio
7,055
Q2 2025 Reduced 4.89%
$95.3B
$598,000 0.07% of portfolio
5,070
Q2 2025 Reduced 18.29%
$73.7B
$593,000 0.07% of portfolio
2,204
Q2 2025 Added 2.99%
$0
$582,000 0.07% of portfolio
11,920
Q2 2025 Added 14.4%
$50.5B
$644,000 0.07% of portfolio
59,417
Q2 2025 Added 4.31%
$0
$483,000 0.06% of portfolio
3,585
Q2 2025 Reduced 2.58%
$56.3B
$497,000 0.06% of portfolio
11,469
Q2 2025 Reduced 32.91%
$40.8B
$552,000 0.06% of portfolio
6,558
Q2 2025 Reduced 0.83%
$0
$510,000 0.06% of portfolio
8,595
Q2 2025 Added 10.66%
$52.9B
$493,000 0.06% of portfolio
1,542
Q2 2025 Added 2.25%
$3.53B
$483,000 0.06% of portfolio
22,717
Q2 2025 Reduced 8.84%
$65B
$489,000 0.06% of portfolio
1,829
Q2 2025 Reduced 2.51%
$0
$547,000 0.06% of portfolio
1,611
Q2 2025 Reduced 4.28%
$136B
$525,000 0.06% of portfolio
2,286
Q2 2025 Reduced 12.41%
$68B
$554,000 0.06% of portfolio
5,489
Q2 2025 Reduced 4.0%
$0
$497,000 0.06% of portfolio
16,231
Q2 2025 Reduced 52.73%
$0
$520,000 0.06% of portfolio
21,349
Q2 2025 Reduced 3.57%
$76.5B
$508,000 0.06% of portfolio
4,810
Q2 2025 Reduced 4.94%
$0
$522,000 0.06% of portfolio
12,474
Q1 2025 Reduced 0.8%
$51.1B
$555,000 0.06% of portfolio
30,665
Q2 2025 Reduced 0.11%
$76B
$493,000 0.06% of portfolio
1,268
Q2 2025 Reduced 48.75%
$14.4B
$483,000 0.06% of portfolio
1,073
Q1 2025 Reduced 4.88%
$1.77B
$520,000 0.06% of portfolio
11,806
Q2 2025 Reduced 1.01%
$49.4B
$483,000 0.06% of portfolio
8,558
Q2 2025 Added 6.07%
$469M
$496,000 0.06% of portfolio
25,900
Q2 2025 Added 0.81%
$0
$523,000 0.06% of portfolio
61,270
Q2 2025 Reduced 0.72%
$3.72B
$545,000 0.06% of portfolio
33,684
Q2 2025 Reduced 11.02%
$41.5B
$507,000 0.06% of portfolio
1,527
Q2 2025 Added 11.38%
$103B
$489,000 0.06% of portfolio
7,100
Q2 2025 Reduced 12.73%
$121B
$549,000 0.06% of portfolio
15,387
Q2 2025 Reduced 4.77%
$43.6B
$549,000 0.06% of portfolio
1,568
Q2 2025 New
$34B
$501,000 0.06% of portfolio
3,893
Q2 2025 Reduced 0.15%
$87.3B
$565,000 0.06% of portfolio
6,204
Q2 2025 Added 3.28%
$0
$543,000 0.06% of portfolio
4,093
Q2 2025 Added 10.86%
$62.9B
$562,000 0.06% of portfolio
9,026
Q2 2025 Added 4.49%
$82.1B
$565,000 0.06% of portfolio
3,084
Q2 2025 Reduced 0.96%
$152B
$517,000 0.06% of portfolio
23,103
Q2 2025 Added 3.71%
$186B
$485,000 0.06% of portfolio
617
Q2 2025 Reduced 14.31%
$0
$554,000 0.06% of portfolio
2,233
Q2 2025 Reduced 64.32%
$32.7B
$483,000 0.06% of portfolio
5,581
Q2 2025 Reduced 3.76%
$71.2B
$482,000 0.06% of portfolio
1,352
Q1 2025 Reduced 3.01%
$0
$508,000 0.06% of portfolio
5,701
Q2 2025 Reduced 15.8%
$68.8B
$499,000 0.06% of portfolio
4,741
Q2 2025 Reduced 0.84%

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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