Sea Crest Wealth Management, LLC Purchases in Q1 2025

Sea Crest Wealth Management, LLC

  • $852 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEZ
Ishares Tr

ETFs
64.6K
+ 384.06%
$18.42 - $22.2 $1.19M - $1.43M
81.5K $1.58M
VHT
Vanguard Health Care ETF

ETFs
4.4K
+ 237.05%
$254.06 - $273.83 $1.12M - $1.21M
6.26K $1.65M
VEA
Vanguard Ftse Developed Market

ETFs
17.4K
+ 42.48%
$47.4 - $52.99 $826K - $924K
58.5K $2.99M
GLD
Spdr Gold Trust

ETFs
1.18K
+ 7.91%
$243.19 - $288.14 $287K - $340K
16.1K $4.64M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
48.3K
New
$13.05 - $13.97 $630K - $675K
48.3K $650K
UBER
Uber Technologies, Inc

Technology
787
+ 1.69%
$63.17 - $81.49 $49.7K - $64.1K
47.3K $3.45M
FTLS
First Tr Long/Short Equity ETF

ETFs
9.83K
New
$63.42 - $68.17 $623K - $670K
9.83K $623K
SPOT
Spotify Technology S.A.

Communication Services
746
+ 41.31%
$457.79 - $648.32 $342K - $484K
2.55K $1.4M
PVAL
Putnam ETF Tr Putnam Focused L
14.3K
+ 22.95%
$36.8 - $39.59 $524K - $564K
76.4K $2.87M
WM
Waste Management Inc

Industrials
470
+ 3.06%
$200.54 - $233.78 $94.3K - $110K
15.8K $3.66M
MELI
Mercadolibre Inc

Consumer Cyclical
284
New
$1739.0 - $2260.0 $494K - $642K
284 $554K
HOOD
Robinhood Markets, Inc.

Technology
11.9K
+ 174.92%
$35.63 - $65.28 $424K - $778K
18.7K $779K
GE
General Electric CO

Industrials
178
+ 1.27%
$168.59 - $212.13 $30K - $37.8K
14.2K $2.85M
JPM
Jpmorgan Chase & CO

Financial Services
1.39K
+ 5.01%
$225.19 - $279.95 $313K - $389K
29.1K $7.13M
RKLB
Rocket Lab Usa, Inc.

Industrials
36K
+ 121.69%
$17.12 - $31.57 $617K - $1.14M
65.6K $1.22M
ITRN
Ituran Location & Control Ltd.

Technology
12.3K
New
$31.47 - $43.91 $388K - $541K
12.3K $450K
COST
Costco Wholesale Corp

Consumer Defensive
131
+ 1.27%
$890.62 - $1076.86 $117K - $141K
10.5K $9.89M
SHEL
Shell PLC

Energy
2.06K
+ 7.43%
$62.84 - $73.29 $129K - $151K
29.8K $2.17M
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
23.7K
New
$15.77 - $17.14 $374K - $406K
23.7K $377K
NFLX
Netflix Inc

Communication Services
230
+ 6.01%
$828.4 - $1058.6 $191K - $243K
4.06K $3.78M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
763
New
$402.49 - $513.76 $307K - $392K
763 $369K
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
24.6K
New
$14.48 - $16.6 $356K - $408K
24.6K $366K
RTX
Raytheon Technologies Corp

Industrials
606
+ 4.12%
$114.1 - $135.66 $69.1K - $82.2K
15.3K $2.03M
TOLZ
Dj Brookfield Global

ETFs
6.22K
New
$48.2 - $52.75 $300K - $328K
6.22K $326K
EMIF
Ishares Emerging Markets Infra

ETFs
15K
New
$20.26 - $22.05 $304K - $331K
15K $318K
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.38K
+ 5.9%
$56.17 - $59.71 $414K - $440K
132K $7.51M
BMY
Bristol Myers Squibb CO

Healthcare
3.16K
+ 13.11%
$53.9 - $63.11 $170K - $199K
27.3K $1.66M
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
35.7K
+ 268.93%
$8.38 - $8.86 $299K - $316K
49K $410K
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
24.3K
New
N/A
24.3K $298K
ELV
Elevance Health, Inc.

Healthcare
378
+ 18.03%
$365.9 - $436.25 $138K - $165K
2.47K $1.07M
ABT
Abbott Laboratories

Healthcare
83
+ 0.59%
$111.1 - $140.22 $9.22K - $11.6K
14.2K $1.88M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.07K
New
$80.53 - $147.57 $167K - $306K
2.07K $274K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
16.3K
New
$16.48 - $19.07 $268K - $310K
16.3K $271K
NEM
Newmont Corp

Basic Materials
5.58K
New
$37.79 - $48.39 $211K - $270K
5.58K $269K
CION
Cion Investment Corp

Financial Services
25.5K
New
$10.35 - $12.55 $264K - $321K
25.5K $266K
USAC
Usa Compression Partners, LP

Energy
9.8K
New
$23.75 - $29.24 $233K - $287K
9.8K $264K
ITCI
Intra Cellular Therapies, Inc.

Healthcare
1.9K
New
$81.78 - $131.92 $155K - $251K
1.9K $250K
VIST
Vista Energy, S.A.B. De C.V.

Energy
5.27K
New
$42.58 - $59.5 $224K - $313K
5.27K $250K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
5.4K
New
$34.58 - $45.76 $187K - $247K
5.4K $246K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
3.75K
+ 10.29%
$41.61 - $44.72 $156K - $168K
40.2K $1.75M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.75K
New
$50.48 - $51.04 $240K - $242K
4.75K $240K
VPU
Vanguard Utilities ETF

ETFs
1.41K
New
$161.24 - $173.33 $228K - $245K
1.41K $238K
PHYS
Sprott Physical Gold Trust

Financial Services
3.17K
+ 7.22%
$20.25 - $24.06 $64.2K - $76.3K
47.1K $1.12M
CEG
Constellation Energy Corp

Utilities
1.14K
New
$201.63 - $347.44 $230K - $396K
1.14K $234K
NET
Cloudflare, Inc.

Technology
2.08K
New
$110.71 - $176.5 $231K - $368K
2.08K $234K
MAA
Mid America Apartment Communities Inc.

Real Estate
851
+ 12.61%
$146.9 - $170.92 $125K - $145K
7.6K $1.27M
BIGZ
Black Rock Innovation & Growth Trust
36.4K
+ 246.33%
$6.4 - $8.25 $233K - $300K
51.2K $338K
LYB
Lyondell Basell Industries N.V.

Basic Materials
3.22K
New
$69.82 - $78.67 $225K - $253K
3.22K $226K
SGOL
Abrdn Gold ETF Trust

ETFs
7.7K
New
$25.14 - $29.82 $194K - $230K
7.7K $226K
Activity Summary
Buys All Purchases 298 New Holdings 48 Increased Positions 250 Sells All Sells 305 Reductions 305 Sold out 0 Options Calls 0 Puts 0
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