Sea Crest Wealth Management, LLC Incresed Positions in Q4 2024

Sea Crest Wealth Management, LLC

  • $916 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JPIE
J P Morgan Exchange Traded Fd
1.39K
+ 31.66%
$45.59 - $46.25 $63.4K - $64.3K
5.78K $263K
DE
Deere & CO

Industrials
103
+ 3.97%
$389.45 - $466.0 $40.1K - $48K
2.7K $1.14M
VB
Vanguard Small Cap ETF

ETFs
156
+ 2.29%
$233.76 - $261.58 $36.5K - $40.8K
6.95K $1.67M
PNC
Pnc Financial Services Group, Inc.

Financial Services
225
+ 11.68%
$178.39 - $215.0 $40.1K - $48.4K
2.15K $414K
GM
General Motors CO

Consumer Cyclical
18
+ 0.27%
$44.82 - $60.2 $807 - $1.08K
6.57K $350K
BK
Bank Of New York Mellon Corp

Financial Services
295
+ 4.32%
$70.82 - $81.87 $20.9K - $24.2K
7.13K $547K
XLI
Industrial Sector Spdr

ETFs
599
+ 9.98%
$131.76 - $143.99 $78.9K - $86.3K
6.6K $870K
USB
Us Bancorp \De\

Financial Services
668
+ 5.8%
$43.98 - $53.66 $29.4K - $35.8K
12.2K $582K
TMO
Thermo Fisher Scientific Inc.

Healthcare
367
+ 26.67%
$501.29 - $612.85 $184K - $225K
1.74K $906K
ADP
Automatic Data Processing Inc

Industrials
52
+ 2.11%
$280.08 - $307.97 $14.6K - $16K
2.52K $737K
ENB
Enbridge Inc

Energy
1K
+ 17.93%
$40.4 - $43.92 $40.4K - $43.9K
6.58K $279K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
81
+ 4.81%
$193.7 - $235.05 $15.7K - $19K
1.77K $403K
DXCM
Dexcom Inc

Healthcare
20
+ 0.45%
$65.68 - $81.01 $1.31K - $1.62K
4.45K $345K
OTIS
Otis Worldwide Corp

Industrials
778
+ 38.86%
$92.57 - $106.01 $72K - $82.5K
2.78K $257K
OPP
River North/Double Line Strategic Opportunity Fund, Inc.

Financial Services
10.4K
+ 19.3%
$8.2 - $9.12 $85K - $94.5K
64K $534K
ARES
Ares Management Corp

Financial Services
113
+ 8.78%
$153.38 - $183.7 $17.3K - $20.8K
1.4K $247K
INTU
Intuit Inc

Technology
64
+ 9.32%
$602.01 - $706.25 $38.5K - $45.2K
751 $472K
PG
Procter & Gamble CO

Consumer Defensive
1.08K
+ 4.36%
$161.05 - $179.7 $173K - $193K
25.8K $4.32M
BRW
Saba Capital Income & Opportunities Fund

Financial Services
5.76K
+ 11.88%
$7.35 - $8.04 $42.4K - $46.3K
54.3K $413K
AMP
Ameriprise Financial Inc

Financial Services
14
+ 2.35%
$473.15 - $574.01 $6.62K - $8.04K
611 $325K
DOV
Dover Corp

Industrials
266
+ 19.15%
$184.72 - $206.51 $49.1K - $54.9K
1.66K $310K
NPCT
Nuveen Core Plus Impact Fund
6.94K
+ 32.29%
$10.48 - $11.85 $72.7K - $82.2K
28.4K $298K
CMI
Cummins Inc

Industrials
56
+ 6.1%
$324.93 - $383.42 $18.2K - $21.5K
974 $339K
AJG
Arthur J. Gallagher & Co.

Financial Services
142
+ 12.52%
$278.49 - $315.16 $39.5K - $44.8K
1.28K $362K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
29
+ 0.56%
$129.96 - $144.97 $3.77K - $4.2K
5.22K $727K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.08K
+ 5.4%
$80.93 - $85.66 $87.5K - $92.6K
21.1K $1.71M
PH
Parker Hannifin Corp

Industrials
55
+ 4.13%
$621.74 - $709.46 $34.2K - $39K
1.39K $882K
WDAY
Workday, Inc.

Technology
92
+ 8.1%
$233.85 - $279.91 $21.5K - $25.8K
1.23K $316K
ICE
Intercontinental Exchange, Inc.

Financial Services
475
+ 16.73%
$148.29 - $166.93 $70.4K - $79.3K
3.32K $493K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
61.9K
+ 204.19%
$27.54 - $83.04 $1.7M - $5.14M
92.2K $2.55M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
69
+ 2.59%
$417.69 - $450.94 $28.8K - $31.1K
2.73K $1.16M
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
3.6K
+ 30.5%
$10.64 - $11.1 $38.3K - $39.9K
15.4K $165K
XLP
Consumer Staples Sector Spdr

ETFs
401
+ 11.72%
N/A
3.82K $290K
CME
Cme Group Inc.

Financial Services
69
+ 5.43%
$221.17 - $246.02 $15.3K - $17K
1.34K $310K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
96
+ 9.07%
$198.04 - $221.51 $19K - $21.3K
1.15K $242K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
104
+ 5.56%
$201.32 - $217.44 $20.9K - $22.6K
1.98K $408K
CAH
Cardinal Health Inc

Healthcare
15
+ 0.43%
$107.89 - $125.33 $1.62K - $1.88K
3.48K $411K
NXPI
Nxp Semiconductors N.V.

Technology
375
+ 24.65%
$207.27 - $255.58 $77.7K - $95.8K
1.9K $394K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
12.4K
+ 17.34%
$5.83 - $6.64 $72.5K - $82.6K
84.2K $502K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
2.35K
+ 18.76%
$7.8 - $9.54 $18.3K - $22.4K
14.9K $129K
VCIT
Vanguard Intermediate Term Cor

ETFs
451
+ 13.36%
$80.13 - $83.77 $36.1K - $37.8K
3.83K $307K
VGI
Virtus Global Multi Sector Income Fund

Financial Services
5.82K
+ 13.73%
$7.59 - $8.19 $44.2K - $47.7K
48.2K $368K
SYK
Stryker Corp

Healthcare
71
+ 6.44%
$345.14 - $392.15 $24.5K - $27.8K
1.17K $422K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
2.27K
+ 10.55%
$50.06 - $55.0 $114K - $125K
23.8K $1.2M
AIQ
Global X Funds Global X Artifi

ETFs
342
+ 6.02%
$36.57 - $40.57 $12.5K - $13.9K
6.02K $232K
FTF
Franklin LTD Duration Income Trust

Financial Services
3.31K
+ 7.43%
$6.39 - $6.77 $21.2K - $22.4K
47.9K $317K
TRV
Travelers Companies, Inc.

Financial Services
19
+ 0.92%
$225.97 - $266.66 $4.29K - $5.07K
2.09K $504K
HSY
Hershey CO

Consumer Defensive
298
+ 21.21%
$168.67 - $193.65 $50.3K - $57.7K
1.7K $288K
MET
Metlife Inc

Financial Services
258
+ 5.74%
$78.15 - $88.25 $20.2K - $22.8K
4.75K $389K
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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