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
$1.82B
$610,000 0.07% of portfolio
11,544
Q3 2025 Reduced 2.22%
$57.5B
$655,000 0.07% of portfolio
2,404
Q3 2025 Reduced 0.17%
$0
$575,000 0.07% of portfolio
60,833
Q3 2025 Added 17.72%
$96.4B
$618,000 0.07% of portfolio
4,995
Q3 2025 Reduced 1.48%
$35.1B
$567,000 0.06% of portfolio
4,567
Q3 2025 Added 17.31%
$0
$556,000 0.06% of portfolio
11,661
Q3 2025 Reduced 28.29%
$0
$489,000 0.06% of portfolio
44,415
Q3 2025 Added 6.14%
$0
$502,000 0.06% of portfolio
30,647
Q3 2025 Added 18.78%
$159B
$519,000 0.06% of portfolio
1,067
Q3 2025 Reduced 4.56%
$111B
$493,000 0.06% of portfolio
1,501
Q3 2025 Added 74.13%
$65.7B
$539,000 0.06% of portfolio
6,744
Q3 2025 Reduced 4.41%
$0
$543,000 0.06% of portfolio
3,823
Q3 2025 Reduced 6.6%
$0
$516,000 0.06% of portfolio
1,414
Q3 2025 Reduced 12.23%
$53.8B
$519,000 0.06% of portfolio
3,307
Q3 2025 Reduced 4.42%
$0
$508,000 0.06% of portfolio
87,685
Q3 2025 Added 13.55%
$0
$526,000 0.06% of portfolio
43,900
Q3 2025 Added 20.6%
$0
$532,000 0.06% of portfolio
1,813
Q3 2025 Reduced 11.04%
$72.3B
$499,000 0.06% of portfolio
4,473
Q3 2025 Reduced 5.65%
$0
$530,000 0.06% of portfolio
5,701
Q2 2025 Reduced 15.8%
$0
$522,000 0.06% of portfolio
23,556
Q3 2025 Added 4.73%
$0
$546,000 0.06% of portfolio
12,474
Q1 2025 Reduced 0.8%
$0
$487,000 0.06% of portfolio
1,901
Q3 2025 Reduced 4.33%
$0
$530,000 0.06% of portfolio
3,789
Q3 2025 Added 0.32%
$182B
$509,000 0.06% of portfolio
746
Q3 2025 Added 20.91%
$136B
$505,000 0.06% of portfolio
1,368
Q3 2025 Reduced 5.85%
$103B
$489,000 0.06% of portfolio
6,497
Q3 2025 Reduced 8.49%
$84.9B
$511,000 0.06% of portfolio
3,038
Q3 2025 Reduced 1.49%
$3.7B
$573,000 0.06% of portfolio
31,531
Q3 2025 Reduced 6.39%
$193B
$511,000 0.06% of portfolio
4,465
Q3 2025 Reduced 16.02%
$41.3B
$533,000 0.06% of portfolio
6,396
Q3 2025 Reduced 2.47%
$0
$529,000 0.06% of portfolio
39,447
Q3 2025 Reduced 18.81%
$0
$519,000 0.06% of portfolio
8,204
Q3 2025 Reduced 4.55%
$0
$552,000 0.06% of portfolio
2,127
Q3 2025 Reduced 4.75%
$52.5B
$521,000 0.06% of portfolio
30,371
Q3 2025 Reduced 0.96%
$67.3B
$506,000 0.06% of portfolio
1,813
Q3 2025 Reduced 0.87%
$0
$435,000 0.05% of portfolio
8,030
Q3 2025 Added 4.08%
$4.19B
$432,000 0.05% of portfolio
24,299
Q3 2025 Reduced 2.24%
$16.2B
$442,000 0.05% of portfolio
6,057
Q3 2025 Reduced 0.35%
$0
$417,000 0.05% of portfolio
5,969
Q3 2025 Reduced 11.4%
$52.4B
$403,000 0.05% of portfolio
11,742
Q3 2025 Reduced 1.67%
$2.23B
$472,000 0.05% of portfolio
20,619
Q3 2025 Added 28.06%
$68.5B
$412,000 0.05% of portfolio
3,032
Q3 2025 Reduced 15.38%
$0
$398,000 0.05% of portfolio
33,900
Q3 2025 Added 0.31%
$114B
$465,000 0.05% of portfolio
2,156
Q3 2025 Reduced 43.11%
$0
$451,000 0.05% of portfolio
2,550
Q3 2025 Added 2.25%
$32.2B
$435,000 0.05% of portfolio
7,289
Q3 2025 Reduced 8.51%
$72.4B
$401,000 0.05% of portfolio
1,126
Q3 2025 Reduced 16.72%
$5.67B
$426,000 0.05% of portfolio
10,172
Q3 2025 Reduced 3.69%
$38B
$398,000 0.05% of portfolio
2,939
Q3 2025 Reduced 5.59%

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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