Sea Crest Wealth Management, LLC New Holdings in Q4 2025

Sea Crest Wealth Management, LLC

  • $913 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
25.8K
New
$82.69 - $83.12 $2.14M - $2.15M
25.8K $2.14M
VGSH
Vanguard

ETFs
19.6K
New
$58.64 - $58.96 $1.15M - $1.16M
19.6K $1.15M
DX
Dynex Capital Inc

Real Estate
73.8K
New
$12.48 - $13.73 $921K - $1.01M
73.8K $1M
MTB
M&T Bank Corp

Financial Services
3.63K
New
$178.63 - $195.63 $648K - $710K
3.63K $678K
DOCN
Digital Ocean Holdings, Inc.

Technology
8.98K
New
$35.87 - $51.67 $322K - $464K
8.98K $411K
STX
Seagate Technology Holdings PLC

Technology
1.08K
New
$211.63 - $293.99 $228K - $317K
1.08K $278K
DFIS
Dimensional ETF Tr Dimensional

ETFs
8.76K
New
$30.89 - $32.15 $271K - $282K
8.76K $275K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.65K
New
$99.87 - $101.27 $265K - $269K
2.65K $265K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
1.37K
New
$165.48 - $188.67 $227K - $259K
1.37K $242K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.78K
New
$46.57 - $47.16 $223K - $225K
4.78K $222K
EW
Edwards Lifesciences Corp

Healthcare
2.53K
New
$72.65 - $86.3 $184K - $218K
2.53K $218K
GNRC
Generac Holdings Inc.

Industrials
1.43K
New
$151.21 - $195.77 $216K - $280K
1.43K $216K
XLG
Invesco Exchange Traded Fd Tr

ETFs
3.68K
New
$56.5 - $60.52 $208K - $223K
3.68K $215K
YUM
Yum Brands Inc

Consumer Cyclical
1.43K
New
$138.21 - $153.19 $198K - $219K
1.43K $213K
DHR
Danaher Corp

Healthcare
922
New
$202.46 - $223.01 $187K - $206K
922 $203K
COMM
Comm Scope Holding Company, Inc.

Technology
12.2K
New
$14.95 - $17.75 $182K - $216K
12.2K $203K
URA
Global X Uranium ETF

ETFs
4.55K
New
$44.75 - $58.11 $204K - $265K
4.55K $203K
ROL
Rollins Inc

Consumer Cyclical
3.44K
New
$53.87 - $59.67 $185K - $205K
3.44K $200K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
4.96K
New
$38.05 - $43.23 $189K - $215K
4.96K $200K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
459
New
$402.9 - $437.15 $185K - $201K
459 $199K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.18K
New
$88.45 - $91.41 $193K - $199K
2.18K $197K
DOV
Dover Corp

Industrials
1.07K
New
$161.16 - $183.97 $172K - $197K
1.07K $195K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
4.38K
New
$42.19 - $45.31 $185K - $199K
4.38K $195K
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.8K
New
$66.04 - $69.67 $185K - $195K
2.8K $188K
BEN
Franklin Resources Inc

Financial Services
8.16K
New
$22.1 - $23.8 $180K - $194K
8.16K $180K
ADI
Analog Devices Inc

Technology
712
New
$225.32 - $246.37 $160K - $175K
712 $163K
WBD
Warner Bros. Discovery, Inc.

Communication Services
7.07K
New
$17.1 - $23.05 $121K - $163K
7.07K $162K
BGNE
Bei Gene, Ltd.

Healthcare
620
New
N/A
620 $140K
BGB
Blackstone Strategic Credit Fund

Financial Services
11.3K
New
$11.66 - $12.16 $132K - $138K
11.3K $134K
AAOI
Applied Optoelectronics, Inc.

Technology
5.43K
New
$20.91 - $37.22 $113K - $202K
5.43K $116K
EHI
Western Asset Global High Income Fund Inc.

Financial Services
11.5K
New
$6.33 - $6.57 $72.8K - $75.6K
11.5K $73K
American Healthcare Reit Inc
15.7K
New
N/A
15.7K $0
ADPV
Series Portfolios Tr Adaptiv S
6.5K
New
N/A
6.5K $0
Sprott Fds Tr
10.7K
New
N/A
10.7K $0
Tidal Trust Ii
26.3K
New
N/A
26.3K $0
Trust For Professional Manag
7.69K
New
N/A
7.69K $0
Unilever PLC
3.86K
New
N/A
3.86K $0
Vanguard Wellington Fd
2.15K
New
N/A
2.15K $0
AMZU
Direxion Shs ETF Tr Daily Amzn
8.74K
New
N/A
8.74K $0
Schwab Strategic Tr
30.6K
New
N/A
30.6K $0
GGLL
Direxion Shs ETF Tr Daily Goog
3.91K
New
N/A
3.91K $0
Blackrock ETF Trust
15.7K
New
N/A
15.7K $0
Gt Biopharma Inc
50K
New
N/A
50K $0
SFLR
Innovator Etfs Tr Equity Manag
36.6K
New
N/A
36.6K $0
Innovator Etfs Trust
13.3K
New
N/A
13.3K $0
Bluerock Pvt Real Estate Fd
17.9K
New
N/A
17.9K $0
Pimco ETF Tr
21.1K
New
N/A
21.1K $0
Profesionally Managed Portfo
5.2K
New
N/A
5.2K $0
Putnam ETF Trust
34.5K
New
N/A
34.5K $0
Activity Summary
Buys All Purchases 286 New Holdings 53 Increased Positions 233 Sells All Sells 291 Reductions 291 Sold out 0 Options Calls 0 Puts 0
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