Sea Crest Wealth Management, LLC New Holdings in Q3 2025

Sea Crest Wealth Management, LLC

  • $882 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
32.1K
New
$36.71 - $38.11 $1.18M - $1.22M
32.1K $1.22M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
46.2K
New
$15.38 - $20.2 $710K - $933K
46.2K $932K
MP
Mp Materials Corp.

Basic Materials
12.4K
New
$30.03 - $77.13 $372K - $954K
12.4K $829K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
16.1K
New
$46.97 - $48.89 $754K - $785K
16.1K $784K
SITM
Sitime Corp

Technology
2.47K
New
$190.16 - $318.05 $470K - $786K
2.47K $744K
IEF
Ishares Barclays

ETFs
7.68K
New
$93.91 - $97.26 $721K - $747K
7.68K $740K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
14.4K
New
$50.47 - $50.74 $726K - $730K
14.4K $729K
AVAV
Aero Vironment Inc

Industrials
2.26K
New
$226.08 - $314.89 $511K - $712K
2.26K $711K
SOFI
So Fi Technologies, Inc.

Financial Services
22.2K
New
$17.64 - $29.81 $391K - $661K
22.2K $585K
ACM
Aecom

Industrials
4K
New
$111.08 - $132.99 $445K - $532K
4K $522K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
14.1K
New
$28.95 - $29.73 $408K - $419K
14.1K $418K
IBTM
Ishares Tr Ibonds Dec 2032 Ter
16.7K
New
$22.63 - $23.3 $377K - $389K
16.7K $385K
JCPB
J P Morgan Exchange Traded Fd

ETFs
7.84K
New
$46.37 - $47.77 $364K - $375K
7.84K $372K
USCI
United States Commodity Index Funds Trust

ETFs
4.68K
New
$72.95 - $78.86 $341K - $369K
4.68K $364K
ETR
Entergy Corp

Utilities
3.33K
New
$80.93 - $93.55 $269K - $311K
3.33K $310K
LEN
Lennar Corp

Consumer Cyclical
2.43K
New
$107.73 - $142.4 $262K - $346K
2.43K $306K
UI
Ubiquiti Inc.

Technology
449
New
$388.83 - $660.58 $175K - $297K
449 $296K
FANG
Diamondback Energy, Inc.

Energy
2.08K
New
$134.53 - $152.5 $279K - $316K
2.08K $296K
FCAL
First Tr Iii Calif Mun High In

ETFs
5.92K
New
$47.44 - $48.99 $281K - $290K
5.92K $288K
DASH
Door Dash, Inc.

Communication Services
1K
New
$234.5 - $272.5 $235K - $273K
1K $272K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
3.82K
New
$65.91 - $70.63 $252K - $270K
3.82K $267K
EME
Emcor Group, Inc.

Industrials
407
New
$530.88 - $655.83 $216K - $267K
407 $264K
SOXX
Ishares Semiconductor ETF

ETFs
934
New
$236.93 - $271.12 $221K - $253K
934 $253K
CNQ
Canadian Natural Resources LTD

Energy
7.78K
New
$29.31 - $32.93 $228K - $256K
7.78K $248K
DELL
Dell Technologies Inc.

Technology
1.66K
New
$120.96 - $141.77 $201K - $235K
1.66K $235K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
11.1K
New
$20.84 - $21.03 $231K - $233K
11.1K $232K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
8.02K
New
$24.13 - $29.07 $194K - $233K
8.02K $229K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
7.43K
New
$24.38 - $30.89 $181K - $229K
7.43K $227K
LPG
Dorian Lpg Ltd.

Energy
7.64K
New
$24.6 - $32.7 $188K - $250K
7.64K $227K
FNDX
Schwab Fundamental U S Large C

ETFs
8.5K
New
$24.38 - $26.34 $207K - $224K
8.5K $223K
IDXX
Idexx Laboratories Inc

Healthcare
340
New
$514.61 - $682.78 $175K - $232K
340 $217K
APH
Amphenol Corp

Technology
1.76K
New
$97.39 - $125.4 $171K - $220K
1.76K $217K
MRVL
Marvell Technology, Inc.

Technology
2.58K
New
$62.31 - $84.07 $161K - $217K
2.58K $216K
ATO
Atmos Energy Corp

Utilities
1.26K
New
$151.51 - $170.75 $192K - $216K
1.26K $215K
STRL
Sterling Construction CO Inc

Industrials
625
New
$222.54 - $371.84 $139K - $232K
625 $212K
BAR
Granite Shares Gold Trust

ETFs
5.55K
New
$32.23 - $38.06 $179K - $211K
5.55K $211K
BHP
Bhp Group LTD

Basic Materials
3.73K
New
$48.67 - $56.22 $182K - $210K
3.73K $208K
XYL
Xylem Inc.

Industrials
1.4K
New
$129.67 - $147.5 $182K - $207K
1.4K $207K
IIF
Morgan Stanley India Investment Fund, Inc.

Financial Services
7.8K
New
$26.25 - $28.3 $205K - $221K
7.8K $206K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
3.13K
New
$61.83 - $67.07 $194K - $210K
3.13K $206K
TQQQ
Proshares Ultrapro Qqq

ETFs
1.97K
New
$80.89 - $104.72 $159K - $206K
1.97K $203K
FNDF
Schwab Fundamental Intl Large

ETFs
4.63K
New
$39.84 - $43.15 $185K - $200K
4.63K $198K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
617
New
$284.45 - $324.95 $176K - $200K
617 $197K
BLOK
Amplify ETF Tr Trnsformational

ETFs
2.92K
New
$56.05 - $67.13 $164K - $196K
2.92K $195K
QS
Quantum Scape Corp

Consumer Cyclical
10.4K
New
$6.36 - $14.64 $65.9K - $152K
10.4K $127K
SVM
Silvercorp Metals Inc

Basic Materials
10.7K
New
$4.3 - $6.32 $45.9K - $67.4K
10.7K $67K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
12.8K
New
$4.23 - $4.4 $54.1K - $56.3K
12.8K $55K
Astera Labs Inc
2.98K
New
N/A
2.98K $0
Southstate Bk Corp
6.67K
New
N/A
6.67K $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
Track This Portfolio

Track Sea Crest Wealth Management, LLC Portfolio

Follow Sea Crest Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sea Crest Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sea Crest Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email