Sea Crest Wealth Management, LLC Incresed Positions in Q1 2025

Sea Crest Wealth Management, LLC

  • $852 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEZ
Ishares Tr

ETFs
64.6K
+ 384.06%
$18.42 - $22.2 $1.19M - $1.43M
81.5K $1.58M
VHT
Vanguard Health Care ETF

ETFs
4.4K
+ 237.05%
$254.06 - $273.83 $1.12M - $1.21M
6.26K $1.65M
VEA
Vanguard Ftse Developed Market

ETFs
17.4K
+ 42.48%
$47.4 - $52.99 $826K - $924K
58.5K $2.99M
GLD
Spdr Gold Trust

ETFs
1.18K
+ 7.91%
$243.19 - $288.14 $287K - $340K
16.1K $4.64M
UBER
Uber Technologies, Inc

Technology
787
+ 1.69%
$63.17 - $81.49 $49.7K - $64.1K
47.3K $3.45M
SPOT
Spotify Technology S.A.

Communication Services
746
+ 41.31%
$457.79 - $648.32 $342K - $484K
2.55K $1.4M
PVAL
Putnam ETF Tr Putnam Focused L
14.3K
+ 22.95%
$36.8 - $39.59 $524K - $564K
76.4K $2.87M
WM
Waste Management Inc

Industrials
470
+ 3.06%
$200.54 - $233.78 $94.3K - $110K
15.8K $3.66M
EQNR
Equinor Asa

Energy
19.3K
+ 116.58%
$22.37 - $26.45 $432K - $511K
35.9K $949K
HOOD
Robinhood Markets, Inc.

Technology
11.9K
+ 174.92%
$35.63 - $65.28 $424K - $778K
18.7K $779K
JPM
Jpmorgan Chase & CO

Financial Services
1.39K
+ 5.01%
$225.19 - $279.95 $313K - $389K
29.1K $7.13M
RKLB
Rocket Lab Usa, Inc.

Industrials
36K
+ 121.69%
$17.12 - $31.57 $617K - $1.14M
65.6K $1.22M
COST
Costco Wholesale Corp

Consumer Defensive
131
+ 1.27%
$890.62 - $1076.86 $117K - $141K
10.5K $9.89M
SHEL
Shell PLC

Energy
2.06K
+ 7.43%
$62.84 - $73.29 $129K - $151K
29.8K $2.17M
NFLX
Netflix Inc

Communication Services
230
+ 6.01%
$828.4 - $1058.6 $191K - $243K
4.06K $3.78M
RTX
Raytheon Technologies Corp

Industrials
606
+ 4.12%
$114.1 - $135.66 $69.1K - $82.2K
15.3K $2.03M
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.38K
+ 5.9%
$56.17 - $59.71 $414K - $440K
132K $7.51M
BMY
Bristol Myers Squibb CO

Healthcare
3.16K
+ 13.11%
$53.9 - $63.11 $170K - $199K
27.3K $1.66M
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
35.7K
+ 268.93%
$8.38 - $8.86 $299K - $316K
49K $410K
ELV
Elevance Health, Inc.

Healthcare
378
+ 18.03%
$365.9 - $436.25 $138K - $165K
2.47K $1.07M
ABT
Abbott Laboratories

Healthcare
83
+ 0.59%
$111.1 - $140.22 $9.22K - $11.6K
14.2K $1.88M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
3.75K
+ 10.29%
$41.61 - $44.72 $156K - $168K
40.2K $1.75M
PHYS
Sprott Physical Gold Trust

Financial Services
3.17K
+ 7.22%
$20.25 - $24.06 $64.2K - $76.3K
47.1K $1.12M
MAA
Mid America Apartment Communities Inc.

Real Estate
851
+ 12.61%
$146.9 - $170.92 $125K - $145K
7.6K $1.27M
BIGZ
Black Rock Innovation & Growth Trust
36.4K
+ 246.33%
$6.4 - $8.25 $233K - $300K
51.2K $338K
PSLV
Sprott Physical Silver Trust

Financial Services
125
+ 0.11%
$9.86 - $11.68 $1.23K - $1.46K
110K $1.27M
CVS
Cvs Health Corp

Healthcare
344
+ 4.41%
$44.22 - $68.64 $15.2K - $23.6K
8.14K $551K
ORCC
Owl Rock Capital Corp

Financial Services
14K
+ 12.8%
N/A
124K $1.66M
KLAC
Kla Corp

Technology
115
+ 5.38%
$636.62 - $777.63 $73.2K - $89.4K
2.25K $1.53M
CRON
Cronos Group Inc.

Healthcare
125K
+ 65.98%
$1.79 - $2.07 $223K - $258K
314K $562K
DVN
Devon Energy Corp

Energy
121
+ 0.33%
$33.15 - $38.55 $4.01K - $4.66K
37.3K $1.39M
AEP
American Electric Power CO Inc

Utilities
7
+ 0.07%
$90.32 - $109.27 $632 - $765
10.2K $1.12M
BSTZ
Black Rock Science & Technology Trust Ii

N/A
11K
+ 91.97%
$17.74 - $22.07 $194K - $242K
22.9K $413K
AGNC
Agnc Investment Corp.

Real Estate
14.1K
+ 21.14%
$9.12 - $10.54 $129K - $149K
80.9K $775K
AJG
Arthur J. Gallagher & Co.

Financial Services
232
+ 18.18%
$275.89 - $345.24 $64K - $80.1K
1.51K $520K
SBUX
Starbucks Corp

Consumer Cyclical
823
+ 7.25%
$91.75 - $115.81 $75.5K - $95.3K
12.2K $1.19M
NPCT
Nuveen Core Plus Impact Fund
13.5K
+ 47.62%
$10.44 - $11.13 $141K - $151K
41.9K $449K
VLO
Valero Energy Corp

Energy
358
+ 3.34%
$121.76 - $142.99 $43.6K - $51.2K
11.1K $1.46M
IBB
Ishares Biotechnology ETF

ETFs
1.2K
+ 36.96%
$127.9 - $140.56 $153K - $168K
4.43K $576K
IGR
Cbre Global Real Estate Income Fund

Financial Services
28K
+ 249.1%
$4.79 - $5.34 $134K - $150K
39.3K $201K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.08K
+ 24.91%
$48.65 - $53.06 $101K - $110K
10.4K $541K
EVRG
Evergy, Inc.

Utilities
534
+ 3.93%
$59.9 - $69.52 $32K - $37.1K
14.1K $972K
SYK
Stryker Corp

Healthcare
324
+ 27.62%
$355.18 - $399.9 $115K - $130K
1.5K $557K
KGC
Kinross Gold Corp

Basic Materials
5K
+ 22.89%
$9.69 - $12.61 $48.5K - $63.1K
26.8K $335K
BWFG
Bankwell Financial Group, Inc.

Financial Services
5.08K
+ 25.33%
$27.97 - $32.7 $142K - $166K
25.1K $756K
F
Ford Motor CO

Consumer Cyclical
12.4K
+ 27.78%
$9.12 - $10.43 $113K - $129K
57K $571K
COP
Conocophillips

Energy
269
+ 1.57%
$88.6 - $105.85 $23.8K - $28.5K
17.4K $1.82M
VIG
Vanguard Dividend Appreciation

ETFs
666
+ 3.93%
N/A
17.6K $3.21M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
1.2K
+ 28.22%
$100.56 - $108.28 $120K - $129K
5.43K $554K
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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