Sea Crest Wealth Management, LLC Purchases in Q4 2024

Sea Crest Wealth Management, LLC

  • $916 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Reddit Inc
2.12K
New
N/A
2.12K $0
FIVG
ETF Ser Solutions Defiance Nex

ETFs
5
+ 0.07%
N/A
7.07K $287K
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
2.7K
+ 27.24%
N/A
12.6K $0
Linde PLC
5
+ 0.57%
N/A
875 $0
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4
+ 0.04%
$61.68 - $67.87 $247 - $271
10.6K $662K
RYF
Invesco S&P 500 Equal Weight F

ETFs
151
+ 2.09%
N/A
7.37K $0
Lam Research Corp
35.6K
New
N/A
35.6K $0
Ishares Bitcoin Trust ETF
4.91K
+ 14.74%
N/A
38.2K $0
Everus Constr Group
4.44K
New
N/A
4.44K $0
Morgan Stanley ETF Trust
2.31K
+ 37.2%
N/A
8.52K $0
First Tr Exch Traded Fd Iii
11.1K
New
N/A
11.1K $0
Invesco Exchange Traded Fd T
10.7K
New
N/A
10.7K $0
Nebius Group N.V.
17.9K
New
N/A
17.9K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
5
+ 0.03%
N/A
15.6K $0
Flutter Entmt PLC
1.51K
New
N/A
1.51K $0
Neos ETF Trust
850
+ 9.6%
N/A
9.7K $0
Knife River Corp
73
+ 2.29%
N/A
3.26K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
6
+ 0.05%
N/A
11.6K $0
Ftai Aviation LTD
2.85K
+ 77.07%
N/A
6.56K $0
PCF
High Income Securities Fund

Financial Services
1.8K
+ 4.35%
$6.35 - $6.87 $11.5K - $12.4K
43.3K $282K
GLQ
Clough Global Equity Fund

Financial Services
2.4K
+ 3.96%
$6.57 - $7.12 $15.8K - $17.1K
63.1K $420K
ABT
Abbott Laboratories

Healthcare
98
+ 0.7%
$111.93 - $119.39 $11K - $11.7K
14.1K $1.6M
CSX
Csx Corp

Industrials
665
+ 6.5%
$31.58 - $36.88 $21K - $24.5K
10.9K $351K
ROP
Roper Technologies Inc

Industrials
24
+ 5.87%
$519.85 - $575.95 $12.5K - $13.8K
433 $225K
GLO
Clough Global Opportunities Fund

Financial Services
3.15K
+ 5.54%
$5.1 - $5.5 $16.1K - $17.3K
60.1K $307K
TLRY
Tilray Brands, Inc.

Healthcare
3.2K
+ 18.88%
$1.16 - $1.77 $3.71K - $5.66K
20.2K $26K
FT
Franklin Universal Trust

Financial Services
325
+ 1.63%
$7.22 - $7.79 $2.35K - $2.53K
20.3K $148K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
74
+ 3.91%
$209.89 - $233.24 $15.5K - $17.3K
1.97K $417K
DPZ
Dominos Pizza Inc

Consumer Cyclical
15
+ 1.35%
$408.59 - $476.19 $6.13K - $7.14K
1.13K $473K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
10
+ 0.09%
$22.39 - $23.45 $224 - $235
11.1K $255K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
258
+ 1.22%
$8.1 - $9.04 $2.09K - $2.33K
21.3K $176K
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
25
+ 0.31%
$42.35 - $47.59 $1.06K - $1.19K
8.15K $345K
PM
Philip Morris International Inc.

Consumer Defensive
137
+ 0.61%
$118.38 - $133.06 $16.2K - $18.2K
22.6K $2.72M
VERU
Veru Inc.

Healthcare
11K
+ 9.32%
$0.58 - $0.93 $6.38K - $10.2K
129K $83K
IWD
Ishares Russell 1000 Val ETF

ETFs
53
+ 1.43%
$183.23 - $199.79 $9.71K - $10.6K
3.76K $696K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4
+ 0.06%
$77.86 - $79.27 $311 - $317
6.71K $523K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
20
+ 0.46%
$88.59 - $94.57 $1.77K - $1.89K
4.37K $388K
BKH
Black Hills Corp

Utilities
12
+ 0.33%
$57.6 - $64.66 $691 - $776
3.62K $211K
DVY
Ishares Tr

ETFs
31
+ 0.83%
$129.55 - $143.41 $4.02K - $4.45K
3.75K $491K
MUB
Ishares National Muni Bond ETF

ETFs
21
+ 0.31%
$105.78 - $108.7 $2.22K - $2.28K
6.85K $730K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
26
+ 0.23%
$21.41 - $23.64 $557 - $615
11.5K $253K
ITW
Illinois Tool Works Inc

Industrials
7
+ 0.4%
$253.56 - $278.5 $1.77K - $1.95K
1.78K $450K
UNP
Union Pacific Corp

Industrials
117
+ 5.34%
$223.15 - $249.32 $26.1K - $29.2K
2.31K $525K
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
1.61K
+ 7.15%
$11.48 - $12.95 $18.5K - $20.8K
24.1K $276K
VDC
Vanguard Consumer Staples ETF

ETFs
1
+ 0.05%
$210.96 - $223.62 $211 - $224
2.1K $444K
AFL
Aflac Inc

Financial Services
235
+ 4.9%
$100.37 - $115.27 $23.6K - $27.1K
5.03K $520K
FTCS
First Trust Capital Strength E

ETFs
2
+ 0.04%
$87.62 - $94.03 $175 - $188
5.51K $484K
ECL
Ecolab Inc.

Basic Materials
92
+ 4.97%
$234.32 - $261.43 $21.6K - $24.1K
1.94K $455K
WTRG
Essential Utilities, Inc.

Utilities
3
+ 0.04%
$36.18 - $40.55 $109 - $122
7.91K $287K
Activity Summary
Buys All Purchases 361 New Holdings 62 Increased Positions 299 Sells All Sells 241 Reductions 241 Sold out 0 Options Calls 0 Puts 0
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