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
$4.3T
$75.8 Million 8.59% of portfolio
297,569
Q3 2025 Reduced 6.51%
$1.65T
$43.3 Million 4.91% of portfolio
178,156
Q3 2025 Reduced 1.79%
$465B
$38.2 Million 4.33% of portfolio
204,678
Q3 2025 Reduced 37.59%
$3.78T
$29.8 Million 3.38% of portfolio
57,592
Q3 2025 Reduced 12.01%
$1.74T
$28.7 Million 3.25% of portfolio
117,703
Q3 2025 Added 0.4%
$139B
$22.1 Million 2.5% of portfolio
66,955
Q3 2025 Reduced 11.47%
$2.39T
$18.2 Million 2.07% of portfolio
83,014
Q3 2025 Reduced 8.43%
$0
$16.9 Million 1.92% of portfolio
530,347
Q3 2025 Added 2.71%
$1.37T
$16.4 Million 1.86% of portfolio
22,298
Q3 2025 Reduced 2.83%
$0
$16.4 Million 1.85% of portfolio
27,255
Q3 2025 Reduced 17.36%
$662B
$12.5 Million 1.42% of portfolio
24,876
Q3 2025 Reduced 8.29%
$971B
$10.6 Million 1.2% of portfolio
13,896
Q3 2025 Reduced 1.5%
$0
$10.2 Million 1.16% of portfolio
15,378
Q3 2025 Reduced 2.09%
$0
$9.41 Million 1.07% of portfolio
15,360
Q3 2025 Added 2.82%
$533B
$9.32 Million 1.06% of portfolio
27,306
Q3 2025 Reduced 5.11%
$0
$9.02 Million 1.02% of portfolio
32,233
Q3 2025 Reduced 3.39%
$0
$8.11 Million 0.92% of portfolio
142,111
Q3 2025 Reduced 1.24%
$881B
$7.14 Million 0.81% of portfolio
22,648
Q3 2025 Reduced 6.89%
$1.29T
$7.04 Million 0.8% of portfolio
15,830
Q3 2025 Reduced 10.1%
$0
$6.48 Million 0.73% of portfolio
8,674
Q3 2025 Added 4.96%
$0
$6.23 Million 0.71% of portfolio
242,270
Q3 2025 Added 0.46%
$130B
$5.97 Million 0.68% of portfolio
16,799
Q3 2025 Added 9.13%
$1.46T
$5.75 Million 0.65% of portfolio
20,605
Q3 2025 Reduced 6.3%
$49.1B
$5.67 Million 0.64% of portfolio
4,726
Q3 2025 Reduced 4.22%
$342B
$5.25 Million 0.59% of portfolio
28,758
Q3 2025 Reduced 49.68%
$0
$5.08 Million 0.58% of portfolio
15,486
Q3 2025 Reduced 5.43%
$0
$4.95 Million 0.56% of portfolio
55,689
Q3 2025 Added 13.14%
$102B
$4.81 Million 0.54% of portfolio
33,564
Q3 2025 Added 0.09%
$0
$4.75 Million 0.54% of portfolio
163,119
Q3 2025 Reduced 4.33%
$367B
$4.71 Million 0.53% of portfolio
11,629
Q3 2025 Reduced 4.31%
$0
$4.54 Million 0.51% of portfolio
106,240
Q3 2025 Added 16.87%
$0
$4.35 Million 0.49% of portfolio
276,931
Q3 2025 Added 153.52%
$522B
$4.2 Million 0.48% of portfolio
22,637
Q3 2025 Reduced 4.68%
$183B
$4.12 Million 0.47% of portfolio
14,584
Q3 2025 Reduced 4.14%
$303B
$4.15 Million 0.47% of portfolio
26,734
Q3 2025 Added 7.02%
$291B
$3.97 Million 0.45% of portfolio
8,314
Q3 2025 Reduced 10.44%
$328B
$3.77 Million 0.43% of portfolio
12,540
Q3 2025 Reduced 13.39%
$0
$3.75 Million 0.43% of portfolio
65,217
Q3 2025 Reduced 0.6%
$0
$3.69 Million 0.42% of portfolio
100,634
Q3 2025 Reduced 3.93%
$0
$3.7 Million 0.42% of portfolio
7,900
Q3 2025 Reduced 0.83%
$490B
$3.63 Million 0.41% of portfolio
32,215
Q3 2025 Reduced 10.07%
$0
$3.54 Million 0.4% of portfolio
152,157
Q3 2025 Reduced 1.7%
$181B
$3.53 Million 0.4% of portfolio
36,060
Q3 2025 Reduced 22.45%
$593B
$3.33 Million 0.38% of portfolio
11,848
Q3 2025 Reduced 8.81%
$85.9B
$3.38 Million 0.38% of portfolio
15,312
Q3 2025 Reduced 0.86%
$414B
$3.3 Million 0.37% of portfolio
14,240
Q3 2025 Reduced 15.92%
$204B
$3.24 Million 0.37% of portfolio
23,082
Q3 2025 Reduced 4.57%
$0
$3.22 Million 0.36% of portfolio
13,704
Q3 2025 Reduced 9.29%
$0
$3.2 Million 0.36% of portfolio
17,156
Q3 2025 Added 4.1%

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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