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
WFC
Wells Fargo & Company

Financial Services
853
+ 3.95%
$66.78 - $81.42 $57K - $69.5K
22.5K $1.61M
VNQI
Vanguard Global Ex U.S. Real

ETFs
1.96K
+ 13.75%
$38.22 - $41.19 $75.1K - $80.9K
16.3K $660K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
9.14K
+ 59.38%
$10.43 - $10.86 $95.4K - $99.3K
24.5K $258K
INTC
Intel Corp

Technology
1.65K
+ 8.0%
$19.1 - $27.39 $31.5K - $45.2K
22.3K $505K
UNP
Union Pacific Corp

Industrials
304
+ 13.18%
$225.21 - $254.42 $68.5K - $77.3K
2.61K $616K
BXSL
Blackstone Secured Lending Fund

Financial Services
2.65K
+ 40.74%
$31.3 - $34.5 $82.9K - $91.4K
9.15K $301K
TT
Trane Technologies PLC

Industrials
394
+ 29.98%
$332.0 - $400.86 $131K - $158K
1.71K $575K
DBB
Invesco Db Base Metals Fund

ETFs
3.95K
+ 14.6%
$18.55 - $19.95 $73.2K - $78.7K
31K $597K
ECL
Ecolab Inc.

Basic Materials
196
+ 10.08%
$229.72 - $269.82 $45K - $52.9K
2.14K $542K
XLE
Energy Sector Spdr

ETFs
133
+ 1.27%
$85.7 - $93.96 $11.4K - $12.5K
10.6K $979K
EPD
Enterprise Products Partners L.P.

Energy
157
+ 0.64%
$31.75 - $34.14 $4.98K - $5.36K
24.5K $836K
VALE
Vale S.A.

Basic Materials
3.9K
+ 12.99%
$8.5 - $10.19 $33.2K - $39.7K
33.9K $338K
ADP
Automatic Data Processing Inc

Industrials
127
+ 5.04%
$286.85 - $318.64 $36.4K - $40.5K
2.65K $808K
FAST
Fastenal CO

Industrials
172
+ 1.71%
$71.11 - $79.98 $12.2K - $13.8K
10.2K $792K
RACE
Ferrari N.V.

Consumer Cyclical
141
+ 4.57%
$413.73 - $508.15 $58.3K - $71.6K
3.22K $1.38M
NOC
Northrop Grumman Corp

Industrials
44
+ 3.95%
$433.45 - $513.82 $19.1K - $22.6K
1.16K $593K
O
Realty Income Corp

Real Estate
802
+ 15.89%
$51.67 - $58.49 $41.4K - $46.9K
5.85K $339K
SCHP
Schwab Strategic Us Tips ETF

ETFs
423
+ 0.73%
$25.69 - $26.78 $10.9K - $11.3K
58.4K $1.56M
VV
Vanguard Large Cap ETF

ETFs
558
+ 10.46%
$253.32 - $282.66 $141K - $158K
5.89K $1.51M
X
United States Steel Corp

Basic Materials
100
+ 1.49%
$30.47 - $43.0 $3.05K - $4.3K
6.8K $292K
EFA
Ishares Tr Msci Eafe ETF

ETFs
42
+ 0.48%
$74.85 - $84.89 $3.14K - $3.57K
8.76K $722K
AWK
American Water Works Company, Inc.

Utilities
1
+ 0.04%
$121.01 - $149.31 $121 - $149
2.69K $397K
SMMT
Summit Therapeutics Inc.

Healthcare
41
+ 0.16%
$16.65 - $23.76 $683 - $974
24.9K $506K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
715
+ 18.66%
$73.78 - $76.59 $52.8K - $54.8K
4.55K $347K
TEI
Templeton Emerging Markets Income Fund

Financial Services
10K
+ 40.62%
$5.15 - $5.57 $51.7K - $55.9K
34.8K $187K
BP
Bp PLC

Energy
582
+ 6.28%
$29.93 - $35.31 $17.4K - $20.6K
9.85K $332K
SLB
Schlumberger Limited

Energy
299
+ 2.35%
$38.4 - $43.74 $11.5K - $13.1K
13K $544K
MU
Micron Technology Inc

Technology
454
+ 7.73%
$86.89 - $109.38 $39.4K - $49.7K
6.33K $550K
DGX
Quest Diagnostics Inc

Healthcare
405
+ 23.45%
N/A
2.13K $292K
CME
Cme Group Inc.

Financial Services
40
+ 2.99%
$225.82 - $266.54 $9.03K - $10.7K
1.38K $365K
VFH
Vanguard Financial ETF

ETFs
450
+ 18.91%
$114.07 - $127.34 $51.3K - $57.3K
2.83K $334K
EXC
Exelon Corp

Utilities
95
+ 1.67%
$37.3 - $46.08 $3.54K - $4.38K
5.77K $265K
DSL
Double Line Income Solutions Fund

Financial Services
4.17K
+ 36.22%
$12.53 - $12.88 $52.2K - $53.7K
15.7K $196K
MSTR
Microstrategy Inc

Technology
175
+ 7.62%
$239.27 - $396.5 $41.9K - $69.4K
2.47K $715K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
607
+ 30.78%
$110.9 - $132.93 $67.3K - $80.7K
2.58K $291K
LNG
Cheniere Energy, Inc.

Energy
20
+ 0.77%
$209.32 - $253.66 $4.19K - $5.07K
2.61K $603K
EOG
Eog Resources Inc

Energy
263
+ 14.29%
$120.54 - $138.05 $31.7K - $36.3K
2.1K $269K
IDV
Ishares Tr

ETFs
122
+ 1.2%
$27.0 - $31.7 $3.29K - $3.87K
10.3K $319K
VTV
Vanguard Value ETF

ETFs
97
+ 0.58%
$167.73 - $179.21 $16.3K - $17.4K
16.9K $2.89M
PSX
Phillips 66

Energy
32
+ 0.84%
$113.93 - $131.55 $3.65K - $4.21K
3.83K $473K
VCIT
Vanguard Intermediate Term Cor

ETFs
422
+ 11.03%
$79.17 - $82.04 $33.4K - $34.6K
4.25K $346K
IAI
Ishares Tr Us Broker Dealers &

ETFs
336
+ 14.67%
$134.68 - $159.3 $45.3K - $53.5K
2.63K $366K
XLF
Financial Sector Spdr

ETFs
256
+ 0.97%
$47.32 - $52.19 $12.1K - $13.4K
26.8K $1.32M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.49K
+ 13.4%
$22.25 - $23.0 $33.2K - $34.3K
12.6K $289K
VEU
Vanguard Ftse All World Ex Us

ETFs
62
+ 0.75%
$56.51 - $62.98 $3.5K - $3.9K
8.37K $510K
IQLT
Ishares Msci Intl Quality Fact

ETFs
214
+ 2.7%
$36.91 - $41.03 $7.9K - $8.78K
8.13K $325K
ALL
Allstate Corp

Financial Services
43
+ 2.61%
$180.99 - $210.18 $7.78K - $9.04K
1.69K $349K
RSP
Invesco S&P 500 Equal Weight E

ETFs
275
+ 6.05%
$169.43 - $182.84 $46.6K - $50.3K
4.82K $827K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
468
+ 9.75%
$61.9 - $66.89 $29K - $31.3K
5.27K $331K
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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