Sea Crest Wealth Management, LLC Reduced Holdings in Q3 2025

Sea Crest Wealth Management, LLC

  • $882 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HON
Honeywell International Inc

Industrials
-222
- 2.54%
$207.7 - $240.4 $46.1K - $53.4K
8.51K $1.79M
PHO
Invesco Exchange Traded Fd Tr

ETFs
-4.07K
- 17.77%
$69.62 - $73.99 $283K - $301K
18.8K $1.36M
MS
Morgan Stanley

Financial Services
-2.22K
- 32.81%
$139.09 - $161.16 $308K - $357K
4.54K $721K
XOM
Exxon Mobil Corp

Energy
-3.61K
- 10.07%
$105.83 - $117.22 $382K - $423K
32.2K $3.63M
ISRG
Intuitive Surgical Inc

Healthcare
-63
- 3.03%
$433.66 - $544.47 $27.3K - $34.3K
2.02K $902K
CRWD
Crowd Strike Holdings, Inc.

Technology
-395
- 23.03%
$412.46 - $514.1 $163K - $203K
1.32K $647K
KO
Coca Cola CO

Consumer Defensive
-1.68K
- 6.5%
$65.67 - $71.67 $110K - $120K
24.1K $1.6M
MCD
Mcdonalds Corp

Consumer Cyclical
-900
- 21.7%
$291.67 - $316.99 $263K - $285K
3.25K $986K
XLE
Energy Sector Spdr

ETFs
-2.89K
- 29.81%
$84.25 - $91.99 $243K - $266K
6.81K $607K
CSCO
Cisco Systems, Inc.

Technology
-2.75K
- 10.85%
$66.2 - $71.79 $182K - $197K
22.6K $1.55M
UNP
Union Pacific Corp

Industrials
-904
- 39.55%
$214.91 - $237.16 $194K - $214K
1.38K $326K
NVO
Novo Nordisk A S

Healthcare
-1.86K
- 27.43%
$45.38 - $71.7 $84.4K - $133K
4.92K $273K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-4.6K
- 28.29%
$45.22 - $48.34 $208K - $222K
11.7K $556K
ROK
Rockwell Automation, Inc

Industrials
-629
- 41.19%
$328.67 - $358.52 $207K - $226K
898 $313K
AMT
American Tower Corp

Real Estate
-360
- 8.41%
$192.32 - $232.35 $69.2K - $83.6K
3.92K $754K
RACE
Ferrari N.V.

Consumer Cyclical
-362
- 12.09%
$436.24 - $517.65 $158K - $187K
2.63K $1.28M
XLU
Utilities Sector Spdr

ETFs
-4.22K
- 13.28%
$81.14 - $87.32 $342K - $368K
27.5K $2.4M
MLPX
Global X Mlp & Energy Infrastr

ETFs
-2.89K
- 5.82%
$59.5 - $62.99 $172K - $182K
46.7K $2.93M
IGV
Ishares Expanded Tech Software

ETFs
-1.7K
- 40.89%
$105.96 - $117.79 $180K - $200K
2.45K $281K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-6.85K
- 15.54%
$24.69 - $25.26 $169K - $173K
37.2K $935K
CMCSA
Comcast Corp

Communication Services
-3.2K
- 20.8%
$31.41 - $36.33 $101K - $116K
12.2K $382K
RIG
Transocean Ltd.

Energy
-66.5K
- 85.7%
$2.55 - $3.64 $170K - $242K
11.1K $34K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-2K
- 30.15%
$94.17 - $99.95 $188K - $200K
4.63K $463K
ARCC
Ares Capital Corp

Financial Services
-1.78K
- 2.24%
$20.41 - $23.25 $36.3K - $41.3K
77.7K $1.59M
SNY
Sanofi

Healthcare
-3.05K
- 32.54%
$45.07 - $51.35 $137K - $157K
6.32K $298K
WM
Waste Management Inc

Industrials
-133
- 0.86%
$213.88 - $237.1 $28.4K - $31.5K
15.3K $3.38M
KR
Kroger CO

Consumer Defensive
-1.9K
- 39.09%
$64.52 - $74.35 $123K - $141K
2.97K $199K
DIS
Walt Disney CO

Communication Services
-852
- 16.02%
$112.25 - $124.0 $95.6K - $106K
4.47K $511K
TTD
Trade Desk, Inc.

Technology
-146
- 2.41%
$43.93 - $89.76 $6.41K - $13.1K
5.91K $289K
AI
C3.Ai, Inc.

Technology
-2.52K
- 18.89%
$15.46 - $29.16 $39K - $73.6K
10.8K $187K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
-9.33K
- 26.51%
$10.17 - $11.97 $94.9K - $112K
25.9K $262K
MRK
Merck & Co., Inc.

Healthcare
-3.17K
- 11.44%
$77.6 - $87.37 $246K - $277K
24.5K $2.06M
AMGN
Amgen Inc

Healthcare
-630
- 4.14%
$271.18 - $309.22 $171K - $195K
14.6K $4.12M
KMI
Kinder Morgan, Inc.

Energy
-4.23K
- 36.45%
$26.23 - $28.5 $111K - $120K
7.37K $208K
ADBE
Adobe Inc.

Technology
-148
- 6.3%
$333.65 - $392.1 $49.4K - $58K
2.2K $776K
EMR
Emerson Electric CO

Industrials
-844
- 10.44%
$128.6 - $149.63 $109K - $126K
7.24K $949K
PRU
Prudential Financial Inc

Financial Services
-1.04K
- 23.75%
$100.68 - $109.89 $105K - $115K
3.35K $347K
FDX
Fedex Corp

Industrials
-671
- 16.47%
$217.1 - $243.2 $146K - $163K
3.4K $802K
COIN
Coinbase Global, Inc.

Technology
-301
- 19.2%
$297.99 - $419.78 $89.7K - $126K
1.27K $427K
MMM
3 M CO

Industrials
-929
- 12.81%
$144.41 - $160.2 $134K - $149K
6.32K $981K
BMY
Bristol Myers Squibb CO

Healthcare
-2.15K
- 10.61%
$43.31 - $48.98 $93K - $105K
18.1K $816K
VXF
Vanguard Extended Market ETF

ETFs
-708
- 40.74%
$193.58 - $213.07 $137K - $151K
1.03K $215K
APO
Apollo Global Management, Inc.

Financial Services
-500
- 8.95%
$131.55 - $156.05 $65.8K - $78K
5.09K $677K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-1.38K
- 9.94%
$101.12 - $106.18 $140K - $147K
12.5K $1.29M
UPS
United Parcel Service Inc

Industrials
-120
- 2.19%
$82.58 - $105.54 $9.91K - $12.7K
5.37K $448K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-9.14K
- 18.81%
$12.9 - $13.59 $118K - $124K
39.4K $529K
XLV
Select Sector Spdr Fund Health

ETFs
-859
- 23.96%
$129.01 - $139.72 $111K - $120K
2.73K $379K
CL
Colgate Palmolive CO

Consumer Defensive
-311
- 4.41%
$79.36 - $93.33 $24.7K - $29K
6.74K $539K
TGT
Target Corp

Consumer Defensive
-713
- 21.39%
$86.56 - $107.43 $61.7K - $76.6K
2.62K $235K
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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