Sea Crest Wealth Management, LLC New Holdings in Q4 2024

Sea Crest Wealth Management, LLC

  • $916 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USMC
Principal ETF U S Mega Cap

ETFs
24.5K
New
$56.37 - $61.98 $1.38M - $1.52M
24.5K $1.47M
SOUN
Soundhound Ai, Inc.

Technology
47.6K
New
$4.51 - $24.23 $215K - $1.15M
47.6K $944K
APP
App Lovin Corp

Technology
2.69K
New
$130.67 - $401.5 $352K - $1.08M
2.69K $872K
RKLB
Rocket Lab Usa, Inc.

Industrials
29.6K
New
$9.23 - $28.44 $273K - $842K
29.6K $753K
BWFG
Bankwell Financial Group, Inc.

Financial Services
20K
New
$27.92 - $34.54 $560K - $692K
20K $624K
PWR
Quanta Services, Inc.

Industrials
1.89K
New
$296.05 - $346.6 $560K - $655K
1.89K $597K
APLD
Applied Blockchain, Inc.

Financial Services
76.7K
New
$5.97 - $10.68 $458K - $820K
76.7K $577K
SMMT
Summit Therapeutics Inc.

Healthcare
24.9K
New
$17.52 - $23.46 $436K - $584K
24.9K $444K
AFRM
Affirm Holdings, Inc.

Technology
6.35K
New
$38.48 - $72.86 $244K - $463K
6.35K $386K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6.29K
New
$58.88 - $64.8 $370K - $408K
6.29K $370K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
34.6K
New
$8.24 - $11.07 $285K - $383K
34.6K $323K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
3.89K
New
$81.34 - $96.75 $316K - $376K
3.89K $316K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.46K
New
$124.61 - $133.96 $306K - $329K
2.46K $316K
PSTG
Pure Storage, Inc.

Technology
4.74K
New
$48.19 - $66.6 $228K - $316K
4.74K $291K
VFH
Vanguard Financial ETF

ETFs
2.38K
New
$108.87 - $126.2 $259K - $300K
2.38K $281K
TOST
Toast, Inc.

Technology
7.36K
New
$27.43 - $43.54 $202K - $321K
7.36K $268K
MRVL
Marvell Technology, Inc.

Technology
2.33K
New
$70.31 - $124.78 $164K - $291K
2.33K $257K
HOOD
Robinhood Markets, Inc.

Technology
6.81K
New
$22.33 - $43.2 $152K - $294K
6.81K $253K
IGV
Ishares Expanded Tech Software

ETFs
2.53K
New
$87.5 - $110.17 $222K - $279K
2.53K $253K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
3.25K
New
$73.49 - $86.09 $239K - $280K
3.25K $250K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.94K
New
$49.79 - $51.14 $246K - $253K
4.94K $247K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
5.07K
New
$48.48 - $49.47 $246K - $251K
5.07K $246K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
11.9K
New
$18.92 - $22.13 $225K - $264K
11.9K $246K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.97K
New
$119.61 - $136.3 $236K - $269K
1.97K $243K
BR
Broadridge Financial Solutions, Inc.

Technology
1.03K
New
$209.64 - $236.44 $217K - $244K
1.03K $233K
ALB
Albemarle Corp

Basic Materials
2.65K
New
$86.08 - $111.3 $228K - $294K
2.65K $227K
EOG
Eog Resources Inc

Energy
1.84K
New
$118.22 - $136.54 $218K - $251K
1.84K $225K
NVS
Novartis Ag

Healthcare
2.27K
New
$96.78 - $117.18 $220K - $266K
2.27K $220K
NEP
Nextera Energy Partners, LP

Utilities
12.3K
New
$15.87 - $26.96 $196K - $332K
12.3K $219K
GOLD
Barrick Gold Corp

Basic Materials
14K
New
$15.23 - $21.19 $214K - $297K
14K $217K
PSC
Principal ETF U.S. Small Cap M

ETFs
4.12K
New
$50.76 - $56.6 $209K - $233K
4.12K $211K
BXSL
Blackstone Secured Lending Fund

Financial Services
6.5K
New
$29.25 - $33.27 $190K - $216K
6.5K $210K
DRI
Darden Restaurants Inc

Consumer Cyclical
1.1K
New
$155.96 - $188.66 $172K - $208K
1.1K $205K
RJF
Raymond James Financial Inc

Financial Services
1.32K
New
$123.0 - $170.1 $162K - $224K
1.32K $204K
FITB
Fifth Third Bancorp

Financial Services
4.83K
New
$41.76 - $48.44 $202K - $234K
4.83K $204K
HIFS
Hingham Instn For Svgs (Mass)

Financial Services
801
New
$228.53 - $298.77 $183K - $239K
801 $203K
KGC
Kinross Gold Corp

Basic Materials
21.8K
New
$9.03 - $10.75 $197K - $235K
21.8K $202K
ICF
Ishares Tr

ETFs
3.34K
New
$58.8 - $66.61 $197K - $223K
3.34K $201K
AVXL
Anavex Life Sciences Corp.

Healthcare
15.3K
New
$5.11 - $12.56 $78.2K - $192K
15.3K $164K
DSL
Double Line Income Solutions Fund

Financial Services
11.5K
New
$12.32 - $13.0 $142K - $150K
11.5K $144K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
13.3K
New
$8.36 - $9.06 $111K - $120K
13.3K $111K
BIGZ
Black Rock Innovation & Growth Trust
14.8K
New
$7.43 - $8.08 $110K - $119K
14.8K $110K
HLN
Haleon PLC

Healthcare
10.7K
New
$9.23 - $10.71 $98.7K - $115K
10.7K $102K
IGR
Cbre Global Real Estate Income Fund

Financial Services
11.3K
New
$4.81 - $6.44 $54.1K - $72.5K
11.3K $54K
Barclays Bank PLC
14.6K
New
N/A
14.6K $0
Everus Constr Group
4.44K
New
N/A
4.44K $0
Astera Labs Inc
5.21K
New
N/A
5.21K $0
Blackrock Inc
952
New
N/A
952 $0
Flutter Entmt PLC
1.51K
New
N/A
1.51K $0
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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