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
EIX
Edison International

Utilities
63
+ 1.88%
$77.93 - $88.36 $4.91K - $5.57K
3.42K $273K
KIO
Kkr Income Opportunities Fund

Financial Services
765
+ 3.25%
$13.03 - $15.04 $9.97K - $11.5K
24.3K $325K
PDI
Pimco Dynamic Income Fund

Financial Services
57
+ 0.47%
$18.33 - $20.85 $1.04K - $1.19K
12.1K $222K
PGZ
Principal Real Estate Income Fund

Financial Services
694
+ 2.98%
$9.74 - $11.19 $6.76K - $7.77K
23.9K $236K
SCHO
Schwab Short Term Us Treasury

ETFs
14K
+ 96.73%
$24.06 - $48.88 $338K - $687K
28.6K $687K
KHC
Kraft Heinz CO

Consumer Defensive
183
+ 2.54%
$30.1 - $36.02 $5.51K - $6.59K
7.38K $226K
FNDB
Schwab Fundamental U S Broad M

ETFs
28.2K
+ 194.59%
$23.07 - $70.32 $649K - $1.98M
42.6K $991K
FNDA
Schwab Fundamental U S Small C

ETFs
5.35K
+ 85.87%
$29.26 - $59.11 $157K - $316K
11.6K $343K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
109
+ 1.25%
$44.04 - $49.49 $4.8K - $5.39K
8.86K $390K
DUK
Duke Energy Corp

Utilities
136
+ 2.33%
$105.76 - $120.76 $14.4K - $16.4K
5.98K $643K
VTV
Vanguard Value ETF

ETFs
325
+ 1.97%
$168.32 - $181.87 $54.7K - $59.1K
16.8K $2.85M
NHS
Neuberger Berman High Yield Strategies Fund Inc.

Financial Services
2.25K
+ 5.35%
$7.47 - $8.54 $16.8K - $19.2K
44.3K $331K
UPS
United Parcel Service Inc

Industrials
150
+ 2.86%
$122.65 - $138.35 $18.4K - $20.8K
5.39K $680K
IQLT
Ishares Msci Intl Quality Fact

ETFs
11
+ 0.14%
$37.12 - $41.23 $408 - $454
7.92K $293K
SCHA
Schwab Strategic Tr Us Small C

ETFs
50K
+ 96.32%
$25.33 - $51.16 $1.27M - $2.56M
102K $2.64M
VICI
Vici Properties Inc.

Real Estate
73
+ 0.72%
$28.27 - $33.19 $2.06K - $2.42K
10.2K $298K
SHW
Sherwin Williams CO

Basic Materials
23
+ 1.94%
$338.75 - $399.71 $7.79K - $9.19K
1.21K $411K
KMB
Kimberly Clark Corp

Consumer Defensive
11
+ 0.28%
$130.37 - $146.09 $1.43K - $1.61K
3.98K $522K
O
Realty Income Corp

Real Estate
116
+ 2.35%
$51.76 - $64.71 $6K - $7.51K
5.05K $269K
VEU
Vanguard Ftse All World Ex Us

ETFs
32
+ 0.39%
$57.29 - $63.1 $1.83K - $2.02K
8.31K $477K
BBY
Best Buy CO Inc

Consumer Cyclical
19
+ 0.71%
$85.2 - $101.35 $1.62K - $1.93K
2.69K $231K
GIS
General Mills Inc

Consumer Defensive
84
+ 1.66%
$62.78 - $74.62 $5.27K - $6.27K
5.16K $328K
MCD
Mcdonalds Corp

Consumer Cyclical
48
+ 1.07%
$288.47 - $316.54 $13.8K - $15.2K
4.55K $1.32M
AWP
Aberdeen Global Premier Properties Fund

Financial Services
76
+ 0.1%
$3.8 - $4.57 $289 - $347
72.9K $281K
MDT
Medtronic PLC

Healthcare
251
+ 3.25%
$79.61 - $92.24 $20K - $23.2K
7.97K $636K
DD
Du Pont De Nemours, Inc.

Basic Materials
842
+ 8.85%
$75.95 - $88.05 $63.9K - $74.1K
10.4K $789K
NOC
Northrop Grumman Corp

Industrials
9
+ 0.81%
$466.52 - $543.88 $4.2K - $4.89K
1.12K $523K
EVX
Vaneck ETF Tr Environmental Se

ETFs
1
+ 0.02%
$170.76 - $191.9 $171 - $192
6.26K $1.07M
URI
United Rentals, Inc.

Industrials
24
+ 3.24%
$704.44 - $880.32 $16.9K - $21.1K
764 $538K
SBUX
Starbucks Corp

Consumer Cyclical
50
+ 0.44%
$87.44 - $102.5 $4.37K - $5.13K
11.4K $1.03M
CMCSA
Comcast Corp

Communication Services
1
+ 0.01%
$37.39 - $45.14 $37.4 - $45.1
16.2K $606K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
358
+ 2.46%
$47.92 - $55.17 $17.2K - $19.8K
14.9K $717K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
270
+ 0.95%
$442.29 - $483.08 $119K - $130K
28.7K $13M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
80.3K
+ 202.27%
$26.93 - $84.95 $2.16M - $6.82M
120K $3.28M
AGNC
Agnc Investment Corp.

Real Estate
557
+ 0.84%
$9.21 - $10.59 $5.13K - $5.9K
66.8K $615K
AEP
American Electric Power CO Inc

Utilities
282
+ 2.84%
$90.91 - $102.21 $25.6K - $28.8K
10.2K $942K
SO
Southern CO

Utilities
628
+ 3.82%
$81.5 - $94.15 $51.2K - $59.1K
17.1K $1.41M
CL
Colgate Palmolive CO

Consumer Defensive
154
+ 2.12%
$90.22 - $102.31 $13.9K - $15.8K
7.42K $674K
WM
Waste Management Inc

Industrials
30
+ 0.2%
$201.79 - $228.46 $6.05K - $6.85K
15.3K $3.1M
SCHP
Schwab Strategic Us Tips ETF

ETFs
28.4K
+ 96.36%
$25.74 - $53.78 $732K - $1.53M
57.9K $1.5M
COP
Conocophillips

Energy
115
+ 0.68%
$95.12 - $114.72 $10.9K - $13.2K
17.1K $1.69M
VNQI
Vanguard Global Ex U.S. Real

ETFs
256
+ 1.82%
$39.22 - $47.52 $10K - $12.2K
14.3K $565K
SCHC
Schwab Strategic Tr Intl Small

ETFs
524
+ 1.92%
$33.93 - $38.37 $17.8K - $20.1K
27.9K $957K
ADM
Archer Daniels Midland CO

Consumer Defensive
105
+ 0.92%
$49.38 - $59.52 $5.18K - $6.25K
11.6K $584K
NUE
Nucor Corp

Basic Materials
76
+ 2.02%
$115.78 - $167.74 $8.8K - $12.7K
3.84K $447K
DOW
Dow Inc.

Basic Materials
273
+ 2.36%
$39.1 - $55.34 $10.7K - $15.1K
11.9K $476K
LOW
Lowes Companies Inc

Consumer Cyclical
28
+ 0.4%
$244.52 - $284.07 $6.85K - $7.95K
7.01K $1.73M
MDU
Mdu Resources Group Inc

Industrials
8
+ 0.05%
$15.1 - $30.28 $121 - $242
17.4K $314K
SCHX
Schwab Strategic Tr Us Large C

ETFs
43.9K
+ 164.37%
$22.4 - $68.28 $983K - $3M
70.6K $1.64M
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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