Sea Crest Wealth Management, LLC Purchases in Q4 2025

Sea Crest Wealth Management, LLC

  • $913 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
12.8K
+ 411.79%
$835.79 - $946.29 $10.7M - $12.1M
15.9K $13.3M
GOOGL
Alphabet Inc.

Communication Services
537
+ 0.3%
$236.57 - $291.31 $127K - $156K
179K $49.4M
XLK
Technology Sector Spdr

ETFs
13K
+ 125.2%
$278.39 - $304.13 $3.63M - $3.96M
23.4K $6.75M
LLY
Eli Lilly & CO

Healthcare
54
+ 0.39%
$799.57 - $1025.28 $43.2K - $55.4K
14K $14.3M
XLU
Utilities Sector Spdr

ETFs
36.5K
+ 132.55%
$87.89 - $92.9 $3.21M - $3.39M
64K $5.68M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
25.8K
New
$82.69 - $83.12 $2.14M - $2.15M
25.8K $2.14M
MRK
Merck & Co., Inc.

Healthcare
11.5K
+ 46.69%
$82.49 - $92.93 $945K - $1.06M
36K $3.34M
VGSH
Vanguard

ETFs
19.6K
New
$58.64 - $58.96 $1.15M - $1.16M
19.6K $1.15M
AMD
Advanced Micro Devices Inc

Technology
1.23K
+ 11.73%
$164.01 - $264.33 $202K - $326K
11.7K $2.82M
DX
Dynex Capital Inc

Real Estate
73.8K
New
$12.48 - $13.73 $921K - $1.01M
73.8K $1M
VHT
Vanguard Health Care ETF

ETFs
3.06K
+ 143.72%
$264.7 - $283.93 $809K - $868K
5.18K $1.46M
GLD
Spdr Gold Trust

ETFs
1.21K
+ 7.2%
$354.79 - $403.15 $429K - $487K
18K $6.77M
BP
Bp PLC

Energy
20.9K
+ 276.69%
$32.78 - $37.35 $686K - $781K
28.5K $1.04M
KO
Coca Cola CO

Consumer Defensive
9.36K
+ 38.76%
$66.1 - $71.61 $619K - $670K
33.5K $2.37M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
15K
+ 93.26%
$48.5 - $49.38 $726K - $739K
31K $1.52M
NVO
Novo Nordisk A S

Healthcare
15.8K
+ 320.62%
$45.68 - $59.65 $721K - $941K
20.7K $1M
XLE
Energy Sector Spdr

ETFs
7.39K
+ 108.58%
$85.22 - $92.02 $630K - $680K
14.2K $1.31M
MU
Micron Technology Inc

Technology
784
+ 12.72%
$181.6 - $253.3 $142K - $199K
6.95K $1.72M
MTB
M&T Bank Corp

Financial Services
3.63K
New
$178.63 - $195.63 $648K - $710K
3.63K $678K
MRVL
Marvell Technology, Inc.

Technology
7.46K
+ 289.3%
$81.05 - $93.74 $605K - $699K
10K $867K
SCHG
Schwab Strategic Tr Us Large C

ETFs
13.9K
+ 2.61%
$31.41 - $33.69 $435K - $467K
544K $17.6M
JCPB
J P Morgan Exchange Traded Fd

ETFs
11.2K
+ 143.31%
$47.34 - $48.01 $532K - $540K
19.1K $904K
VTI
Vanguard Total Stock Market Et

ETFs
1.36K
+ 8.8%
$321.8 - $337.95 $438K - $460K
16.8K $5.56M
XLY
Select Sector Spdr Consumer Di

ETFs
2.06K
+ 112.27%
$228.75 - $242.18 $471K - $499K
3.89K $898K
JNJ
Johnson & Johnson

Healthcare
581
+ 2.57%
$185.98 - $199.58 $108K - $116K
23.2K $4.63M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
7.68K
+ 16.63%
$18.95 - $25.83 $146K - $198K
53.9K $1.37M
DOCN
Digital Ocean Holdings, Inc.

Technology
8.98K
New
$35.87 - $51.67 $322K - $464K
8.98K $411K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
525
+ 3.42%
$600.51 - $631.95 $315K - $332K
15.9K $9.81M
VO
Vanguard Mid Cap ETF

ETFs
1.61K
+ 16.07%
$286.27 - $296.23 $460K - $476K
11.6K $3.33M
USB
Us Bancorp \De\

Financial Services
8.86K
+ 108.33%
$45.28 - $48.26 $401K - $427K
17K $774K
SNOW
Snowflake Inc.

Technology
165
+ 1.74%
$230.55 - $277.14 $38K - $45.7K
9.62K $2.47M
SHEL
Shell PLC

Energy
2.81K
+ 11.83%
$71.37 - $77.01 $201K - $217K
26.6K $2.01M
ISRG
Intuitive Surgical Inc

Healthcare
200
+ 9.92%
$429.59 - $576.2 $85.9K - $115K
2.22K $1.21M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
503
+ 6.98%
$325.34 - $368.61 $164K - $185K
7.71K $2.66M
SOFI
So Fi Technologies, Inc.

Financial Services
9.08K
+ 40.93%
$25.24 - $32.21 $229K - $292K
31.3K $869K
STX
Seagate Technology Holdings PLC

Technology
1.08K
New
$211.63 - $293.99 $228K - $317K
1.08K $278K
MCK
Mckesson Corp

Healthcare
146
+ 6.62%
$738.06 - $859.37 $108K - $125K
2.35K $1.98M
USAC
Usa Compression Partners, LP

Energy
11.7K
+ 48.4%
$21.99 - $24.13 $258K - $283K
36K $857K
DFIS
Dimensional ETF Tr Dimensional

ETFs
8.76K
New
$30.89 - $32.15 $271K - $282K
8.76K $275K
FNDB
Schwab Fundamental U S Broad M

ETFs
10.2K
+ 23.53%
$25.06 - $26.31 $256K - $269K
53.7K $1.39M
PVAL
Putnam ETF Tr Putnam Focused L
3.78K
+ 3.56%
$41.58 - $44.36 $157K - $168K
110K $4.81M
KLAC
Kla Corp

Technology
143
+ 7.58%
$982.75 - $1235.28 $141K - $177K
2.03K $2.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.65K
New
$99.87 - $101.27 $265K - $269K
2.65K $265K
EPD
Enterprise Products Partners L.P.

Energy
7.32K
+ 31.9%
$30.19 - $32.26 $221K - $236K
30.3K $975K
AGNC
Agnc Investment Corp.

Real Estate
20.3K
+ 15.73%
$9.88 - $10.34 $200K - $210K
149K $1.51M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
968
+ 66.76%
$242.67 - $261.79 $235K - $253K
2.42K $606K
VLO
Valero Energy Corp

Energy
709
+ 6.96%
$156.39 - $181.76 $111K - $129K
10.9K $1.98M
ASML
Asml Holding Nv

Technology
173
+ 13.17%
$936.19 - $1075.45 $162K - $186K
1.49K $1.52M
EPOL
Ishares Tr Msci Poland ETF

ETFs
5.88K
+ 27.01%
$31.78 - $34.85 $187K - $205K
27.6K $944K
Activity Summary
Buys All Purchases 286 New Holdings 53 Increased Positions 233 Sells All Sells 291 Reductions 291 Sold out 0 Options Calls 0 Puts 0
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