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
HYG
Ishares Tr

ETFs
289
+ 1.05%
$78.51 - $80.11 $22.7K - $23.2K
27.7K $2.18M
IYF
Ishares Tr

ETFs
217
+ 9.95%
$107.69 - $119.37 $23.4K - $25.9K
2.4K $267K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
571
+ 4.06%
$51.26 - $52.53 $29.3K - $30K
14.6K $752K
WTRG
Essential Utilities, Inc.

Utilities
3
+ 0.04%
$33.49 - $40.57 $100 - $122
7.91K $312K
TLT
Ishares Barclays 20+ Year Trea

ETFs
75
+ 1.2%
$85.29 - $92.57 $6.4K - $6.94K
6.35K $572K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
587
+ 3.94%
$47.6 - $51.91 $27.9K - $30.5K
15.5K $742K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
40
+ 0.64%
$58.01 - $64.46 $2.32K - $2.58K
6.33K $395K
NUE
Nucor Corp

Basic Materials
83
+ 2.16%
$114.48 - $142.52 $9.5K - $11.8K
3.92K $471K
DMO
Western Asset Mortgage Opportunity Fund Inc.

Financial Services
2.03K
+ 6.15%
$11.41 - $12.06 $23.2K - $24.5K
35.1K $413K
SPGI
S&P Global Inc.

Financial Services
23
+ 2.07%
$478.26 - $543.77 $11K - $12.5K
1.13K $575K
CL
Colgate Palmolive CO

Consumer Defensive
3
+ 0.04%
$85.68 - $97.5 $257 - $293
7.42K $695K
XLP
Consumer Staples Sector Spdr

ETFs
256
+ 6.7%
N/A
4.08K $310K
CARR
Carrier Global Corp

Industrials
682
+ 13.74%
$62.07 - $70.55 $42.3K - $48.1K
5.65K $357K
LEU
Centrus Energy Corp

Energy
353
+ 3.01%
$62.21 - $119.74 $22K - $42.3K
12.1K $799K
KHC
Kraft Heinz CO

Consumer Defensive
676
+ 9.16%
$28.51 - $32.22 $19.3K - $21.8K
8.06K $245K
ZTS
Zoetis Inc.

Healthcare
62
+ 1.58%
$156.48 - $175.67 $9.7K - $10.9K
3.97K $654K
JCI
Johnson Controls International PLC

Industrials
135
+ 2.74%
$76.12 - $90.6 $10.3K - $12.2K
5.06K $405K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
196
+ 0.37%
$19.7 - $20.61 $3.86K - $4.04K
52.7K $1.06M
AES
Aes Corp

Utilities
1.82K
+ 9.36%
$9.93 - $13.23 $18.1K - $24.1K
21.2K $263K
JPIE
J P Morgan Exchange Traded Fd
235
+ 4.07%
$45.46 - $46.18 $10.7K - $10.9K
6.02K $276K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
12
+ 0.24%
$128.74 - $138.67 $1.54K - $1.66K
5.06K $679K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
635
+ 3.01%
$78.0 - $84.37 $49.5K - $53.6K
21.8K $1.72M
NRZ
New Residential Investment Corp.

Real Estate
1.61K
+ 1.7%
N/A
96.2K $697K
AXON
Axon Enterprise, Inc.

Industrials
204
+ 14.62%
$496.65 - $710.01 $101K - $145K
1.6K $840K
GEVO
Gevo, Inc.

Basic Materials
10K
New
$1.14 - $2.85 $11.4K - $28.5K
10K $11K
MASI
Masimo Corp

Healthcare
50
+ 2.79%
$163.55 - $190.63 $8.18K - $9.53K
1.84K $306K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
276
+ 1.29%
$8.29 - $8.97 $2.29K - $2.48K
21.6K $186K
PWV
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.09%
$56.58 - $60.89 $226 - $244
4.36K $256K
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
1.13K
+ 6.58%
$10.14 - $10.47 $11.4K - $11.8K
18.3K $185K
BDX
Becton Dickinson & CO

Healthcare
11
+ 0.67%
$222.79 - $249.08 $2.45K - $2.74K
1.65K $377K
BKH
Black Hills Corp

Utilities
13
+ 0.36%
$55.74 - $61.86 $725 - $804
3.63K $218K
FT
Franklin Universal Trust

Financial Services
326
+ 1.6%
$7.25 - $7.66 $2.36K - $2.5K
20.6K $154K
BWX
Spdr Bloomberg International T

ETFs
15
+ 0.12%
$20.94 - $22.04 $314 - $331
12.8K $279K
IWD
Ishares Russell 1000 Val ETF

ETFs
3
+ 0.08%
$182.82 - $196.21 $548 - $589
3.77K $701K
IGV
Ishares Expanded Tech Software

ETFs
340
+ 13.42%
$88.3 - $107.83 $30K - $36.7K
2.87K $258K
ALB
Albemarle Corp

Basic Materials
580
+ 21.92%
$69.95 - $97.49 $40.6K - $56.5K
3.23K $232K
SHOP
Shopify Inc.

Technology
488
+ 11.27%
$90.59 - $129.31 $44.2K - $63.1K
4.82K $465K
MCHP
Microchip Technology Inc

Technology
788
+ 21.61%
$48.41 - $64.3 $38.1K - $50.7K
4.44K $214K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
667
+ 4.2%
$53.6 - $58.97 $35.8K - $39.3K
16.5K $898K
AIQ
Global X Funds Global X Artifi

ETFs
406
+ 6.74%
$36.38 - $42.77 $14.8K - $17.4K
6.43K $234K
GS
Goldman Sachs Group Inc

Financial Services
107
+ 4.95%
$524.81 - $672.19 $56.2K - $71.9K
2.27K $1.24M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
10
+ 0.33%
$100.34 - $100.68 $1K - $1.01K
3.03K $304K
Exchange Traded Concepts Tru
6.87K
New
N/A
6.87K $0
FIVG
ETF Ser Solutions Defiance Nex

ETFs
4
+ 0.06%
N/A
7.08K $287K
FNDX
Schwab Fundamental U S Large C

ETFs
198
+ 1.48%
$23.03 - $25.01 $4.56K - $4.95K
13.5K $316K
Annaly Capital Management In
4.94K
+ 10.49%
N/A
52K $0
Blackrock Inc
64
+ 6.72%
N/A
1.02K $0
Trust For Professional Manag
9.97K
+ 27.97%
N/A
45.6K $0
Tidal Tr Ii
35.4K
New
N/A
35.4K $0
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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