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
Thomson Reuters Corp
393
+ 25.32%
N/A
1.95K $0
Tempus Ai Inc
11.1K
New
N/A
11.1K $0
Super Micro Computer Inc
32.2K
New
N/A
32.2K $0
Unity Biotechnology Inc
27.8K
New
N/A
27.8K $0
Barclays Bank PLC
330
+ 2.26%
N/A
14.9K $0
Brookfield Renewable Corp
58
+ 0.58%
N/A
10.1K $0
DD
Du Pont De Nemours, Inc.

Basic Materials
222
+ 2.14%
$72.7 - $84.32 $16.1K - $18.7K
10.6K $789K
Richtech Robotics Inc
14.4K
New
N/A
14.4K $0
Invesco Exchange Traded Fd T
3.24K
+ 30.18%
N/A
14K $0
Ge Healthcare Technologies I
16
+ 0.1%
N/A
16.1K $0
FSCO
Fs Cr Opportunities Corp Com
14.2K
+ 29.02%
N/A
63K $0
Frontline PLC
5.7K
+ 11.71%
N/A
54.4K $0
Ge Vernova Inc
223
+ 3.22%
N/A
7.16K $0
Rb Global Inc
66
+ 2.53%
N/A
2.67K $0
Flagstar Financial Inc
379
+ 2.22%
N/A
17.5K $0
Nebius Group N.V.
3.6K
+ 20.17%
N/A
21.5K $0
Linde PLC
20
+ 2.29%
N/A
895 $0
Howard Hughes Holdings Inc
100
+ 2.0%
N/A
5.1K $0
Hafnia LTD
29.4K
New
N/A
29.4K $0
Reddit Inc
354
+ 16.69%
N/A
2.48K $0
Morgan Stanley ETF Trust
6.19K
+ 72.65%
N/A
14.7K $0
WDAY
Workday, Inc.

Technology
119
+ 9.69%
$233.53 - $277.82 $27.8K - $33.1K
1.35K $314K
FTSL
First Trust Senior Ln Fund

ETFs
22
+ 0.23%
$45.65 - $46.48 $1K - $1.02K
9.44K $431K
CMI
Cummins Inc

Industrials
95
+ 9.75%
$312.92 - $386.07 $29.7K - $36.7K
1.07K $335K
ONCY
Oncolytics Biotech Inc

Healthcare
6K
+ 23.08%
$0.55 - $0.93 $3.3K - $5.58K
32K $19K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
17
+ 0.07%
$49.22 - $51.73 $837 - $879
23.8K $1.19M
VO
Vanguard Mid Cap ETF

ETFs
201
+ 2.46%
$251.87 - $277.95 $50.6K - $55.9K
8.38K $2.15M
VVR
Invesco Senior Income Trust

Financial Services
3.17K
+ 4.37%
$3.55 - $4.15 $11.3K - $13.2K
75.8K $279K
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
3
+ 0.03%
$22.2 - $23.74 $66.6 - $71.2
9.38K $211K
OKE
Oneok Inc

Energy
15
+ 0.18%
$89.57 - $109.85 $1.34K - $1.65K
8.31K $824K
PFE
Pfizer Inc

Healthcare
2.74K
+ 4.18%
$25.01 - $27.13 $68.5K - $74.3K
68.3K $1.73M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
1
+ 0.02%
$120.5 - $145.97 $121 - $146
6.09K $796K
GLW
Corning Inc

Technology
234
+ 1.97%
$44.91 - $54.25 $10.5K - $12.7K
12.1K $554K
AVXL
Anavex Life Sciences Corp.

Healthcare
2.3K
+ 15.03%
$7.85 - $13.46 $18.1K - $31K
17.6K $153K
FXO
First Tr Exchange Traded Fd Fi

ETFs
19
+ 0.24%
$50.93 - $57.24 $968 - $1.09K
7.98K $419K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
234
+ 6.02%
$73.39 - $96.21 $17.2K - $22.5K
4.12K $305K
MTB
M&T Bank Corp

Financial Services
3
+ 0.21%
$170.47 - $201.98 $511 - $606
1.42K $254K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
2
+ 0.53%
$522.96 - $601.18 $1.05K - $1.2K
381 $203K
VERU
Veru Inc.

Healthcare
9K
+ 6.98%
$0.45 - $1.28 $4.05K - $11.5K
138K $70K
TLRY
Tilray Brands, Inc.

Healthcare
300
+ 1.49%
$0.59 - $1.46 $177 - $438
20.5K $13K
GIS
General Mills Inc

Consumer Defensive
119
+ 2.31%
$57.56 - $65.3 $6.85K - $7.77K
5.28K $315K
FNDB
Schwab Fundamental U S Broad M

ETFs
60
+ 0.14%
$22.52 - $24.48 $1.35K - $1.47K
42.7K $975K
ROK
Rockwell Automation, Inc

Industrials
70
+ 5.38%
$255.29 - $303.75 $17.9K - $21.3K
1.37K $354K
HAL
Halliburton CO

Energy
41
+ 0.38%
$24.15 - $29.9 $990 - $1.23K
10.8K $273K
BA
Boeing CO

Industrials
21
+ 0.59%
$148.15 - $186.25 $3.11K - $3.91K
3.58K $610K
KRE
Spdr S&P Regional Banking ETF

ETFs
189
+ 2.49%
$55.11 - $65.5 $10.4K - $12.4K
7.77K $438K
CHY
Calamos Convertible & High Income Fund

Financial Services
167
+ 1.39%
$10.1 - $12.0 $1.69K - $2K
12.2K $124K
TOST
Toast, Inc.

Technology
76
+ 1.03%
$32.61 - $41.98 $2.48K - $3.19K
7.44K $246K
FXR
First Trust Industrials/Produc

ETFs
2
+ 0.05%
$68.3 - $79.81 $137 - $160
3.98K $275K
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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