Sea Crest Wealth Management, LLC Incresed Positions in Q3 2025

Sea Crest Wealth Management, LLC

  • $882 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JQUA
J P Morgan ETF Tr U S Quality

ETFs
240
+ 6.28%
$59.61 - $63.09 $14.3K - $15.1K
4.06K $255K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
2.25K
+ 10.11%
$10.48 - $10.64 $23.6K - $24K
24.5K $260K
BKH
Black Hills Corp

Utilities
64
+ 1.75%
$55.87 - $61.62 $3.58K - $3.94K
3.71K $228K
TEI
Templeton Emerging Markets Income Fund

Financial Services
2.81K
+ 8.27%
$5.85 - $6.44 $16.5K - $18.1K
36.8K $228K
INTU
Intuit Inc

Technology
129
+ 20.91%
$646.03 - $807.39 $83.3K - $104K
746 $509K
IYF
Ishares Tr

ETFs
90
+ 3.9%
$119.89 - $127.16 $10.8K - $11.4K
2.4K $303K
TLT
Ishares Barclays 20+ Year Trea

ETFs
161
+ 1.76%
$85.01 - $90.35 $13.7K - $14.5K
9.33K $833K
VGI
Virtus Global Multi Sector Income Fund

Financial Services
2.34K
+ 5.05%
$7.73 - $8.07 $18.1K - $18.9K
48.7K $386K
ITW
Illinois Tool Works Inc

Industrials
1
+ 0.06%
$252.31 - $269.41 $252 - $269
1.69K $439K
IQLT
Ishares Msci Intl Quality Fact

ETFs
333
+ 4.24%
$41.43 - $44.2 $13.8K - $14.7K
8.19K $361K
NPCT
Nuveen Core Plus Impact Fund
2.57K
+ 6.14%
$10.73 - $11.28 $27.6K - $29K
44.4K $489K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
1.43K
+ 9.96%
$13.1 - $13.58 $18.8K - $19.5K
15.8K $211K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
4.6K
+ 9.0%
$3.79 - $4.06 $17.4K - $18.7K
55.7K $221K
EXC
Exelon Corp

Utilities
205
+ 3.9%
$42.73 - $45.54 $8.76K - $9.34K
5.46K $245K
RPM
Rpm International Inc

Basic Materials
1
+ 0.04%
$110.07 - $128.23 $110 - $128
2.27K $267K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
12
+ 0.32%
$136.48 - $142.97 $1.64K - $1.72K
3.79K $530K
HYG
Ishares Tr

ETFs
137
+ 1.28%
$79.85 - $81.32 $10.9K - $11.1K
10.9K $882K
LNG
Cheniere Energy, Inc.

Energy
168
+ 6.44%
$222.68 - $244.28 $37.4K - $41K
2.78K $652K
WDI
Western Asset Diversified Income Fund

ETFs
1.17K
+ 7.59%
$14.7 - $15.25 $17.2K - $17.8K
16.6K $244K
NKE
Nike, Inc.

Consumer Cyclical
252
+ 8.76%
$69.24 - $79.24 $17.4K - $20K
3.13K $218K
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
8
+ 0.14%
$40.51 - $44.74 $324 - $358
5.6K $241K
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
1.14K
+ 4.56%
N/A
26.1K $321K
OWL
Blue Owl Capital Inc.

Financial Services
2.8K
+ 18.38%
$16.93 - $20.8 $47.4K - $58.3K
18K $305K
IGR
Cbre Global Real Estate Income Fund

Financial Services
3.85K
+ 9.09%
$4.81 - $5.36 $18.5K - $20.6K
46.2K $237K
DSL
Double Line Income Solutions Fund

Financial Services
1.05K
+ 6.77%
$11.99 - $12.67 $12.6K - $13.3K
16.6K $203K
PWV
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.07%
$61.22 - $65.41 $184 - $196
4.17K $271K
FT
Franklin Universal Trust

Financial Services
323
+ 1.54%
$7.61 - $8.04 $2.46K - $2.6K
21.3K $171K
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
202
+ 2.15%
$25.57 - $27.37 $5.17K - $5.53K
9.58K $250K
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.04%
$137.51 - $145.26 $138 - $145
2.36K $335K
PCF
High Income Securities Fund

Financial Services
1.52K
+ 5.2%
$6.31 - $6.49 $9.57K - $9.84K
30.7K $194K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
281
+ 1.28%
$8.7 - $9.11 $2.44K - $2.56K
22.2K $202K
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
12
+ 0.07%
$12.22 - $12.91 $147 - $155
16.3K $210K
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
1.03K
+ 5.68%
$9.91 - $10.26 $10.2K - $10.5K
19.1K $190K
CHY
Calamos Convertible & High Income Fund

Financial Services
181
+ 1.46%
$10.75 - $11.45 $1.95K - $2.07K
12.5K $140K
ICSH
Blackrock Ultra Short Term Bon

ETFs
92
+ 2.29%
$50.52 - $50.75 $4.65K - $4.67K
4.11K $208K
BRW
Saba Capital Income & Opportunities Fund

Financial Services
2.15K
+ 4.93%
$7.72 - $8.46 $16.6K - $18.2K
45.8K $355K
KIO
Kkr Income Opportunities Fund

Financial Services
259
+ 1.65%
$12.34 - $12.82 $3.2K - $3.32K
16K $201K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
35
+ 0.66%
$78.11 - $79.07 $2.73K - $2.77K
5.31K $418K
TEF
Telefonica S A

Communication Services
1K
+ 8.95%
$5.01 - $5.71 $5.01K - $5.71K
12.2K $61K
DGX
Quest Diagnostics Inc

Healthcare
24
+ 1.13%
N/A
2.15K $294K
PGZ
Principal Real Estate Income Fund

Financial Services
299
+ 1.56%
$10.29 - $10.57 $3.08K - $3.16K
19.4K $203K
AWK
American Water Works Company, Inc.

Utilities
2
+ 0.09%
$135.05 - $147.0 $270 - $294
2.19K $305K
FTF
Franklin LTD Duration Income Trust

Financial Services
440
+ 1.31%
$6.34 - $6.51 $2.79K - $2.86K
34.1K $217K
Annaly Capital Management In
18.3K
+ 25.49%
N/A
90.3K $0
Armour Residential Reit Inc
100
+ 0.54%
N/A
18.5K $0
Tidal Trust Ii
2.3K
+ 23.07%
N/A
12.2K $0
Tempus Ai Inc
229
+ 3.66%
N/A
6.49K $0
Te Connectivity PLC
16
+ 0.53%
N/A
3.04K $0
Lazard Active ETF Tr
1.86K
+ 5.0%
N/A
39.1K $0
Activity Summary
Buys All Purchases 242 New Holdings 68 Increased Positions 174 Sells All Sells 357 Reductions 357 Sold out 0 Options Calls 0 Puts 0
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