Sea Crest Wealth Management, LLC Reduced Holdings in Q4 2024

Sea Crest Wealth Management, LLC

  • $916 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
F
Ford Motor CO

Consumer Cyclical
-18K
- 28.77%
$9.69 - $11.4 $174K - $205K
44.6K $441K
MMM
3 M CO

Industrials
-1.1K
- 11.01%
$124.74 - $137.12 $137K - $151K
8.89K $1.15M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-3.61K
- 5.43%
$20.55 - $23.26 $74.1K - $83.9K
62.9K $1.32M
MAA
Mid America Apartment Communities Inc.

Real Estate
-1.15K
- 14.57%
$149.17 - $165.2 $172K - $190K
6.75K $1.04M
NEE
Nextera Energy Inc

Utilities
-250
- 1.66%
$69.77 - $85.43 $17.4K - $21.4K
14.8K $1.06M
MU
Micron Technology Inc

Technology
-886
- 13.1%
$84.16 - $113.41 $74.6K - $100K
5.88K $494K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-1.29K
- 5.13%
$65.79 - $72.14 $84.9K - $93.1K
23.8K $1.57M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-954
- 5.86%
$106.56 - $113.11 $102K - $108K
15.3K $1.64M
ORCL
Oracle Corp

Technology
-855
- 5.66%
$165.41 - $192.43 $141K - $165K
14.3K $2.38M
VKTX
Viking Therapeutics, Inc.

Healthcare
-790
- 10.99%
$38.28 - $78.03 $30.2K - $61.6K
6.4K $257K
VNQ
Vanguard Specialized Funds Van

ETFs
-725
- 5.1%
$87.85 - $98.6 $63.7K - $71.5K
13.5K $1.2M
PSLV
Sprott Physical Silver Trust

Financial Services
-8.68K
- 7.33%
$9.65 - $11.76 $83.7K - $102K
110K $1.06M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-153
- 1.26%
$59.25 - $72.99 $9.07K - $11.2K
12K $715K
PFF
Ishares Trust Ishares Pfd And

ETFs
-3.38K
- 8.63%
$31.23 - $33.51 $106K - $113K
35.8K $1.13M
VHT
Vanguard Health Care ETF

ETFs
-439
- 19.12%
$250.81 - $283.3 $110K - $124K
1.86K $471K
TGT
Target Corp

Consumer Defensive
-476
- 9.22%
$121.59 - $160.69 $57.9K - $76.5K
4.68K $633K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-455
- 2.72%
$99.2 - $108.47 $45.1K - $49.4K
16.3K $1.62M
VT
Vanguard Total World Stk Index

ETFs
-1.31K
- 42.78%
$117.09 - $123.07 $153K - $161K
1.75K $205K
MRNA
Moderna, Inc.

Healthcare
-213
- 3.56%
$36.85 - $63.93 $7.85K - $13.6K
5.78K $240K
IRM
Iron Mountain Inc

Real Estate
-596
- 9.33%
$101.62 - $128.14 $60.6K - $76.4K
5.79K $608K
OGN
Organon & Co.

Healthcare
-5.37K
- 33.09%
$14.44 - $18.83 $77.5K - $101K
10.9K $161K
CLF
Cleveland Cliffs Inc.

Basic Materials
-400
- 0.95%
$9.24 - $13.94 $3.7K - $5.58K
41.8K $393K
ZTS
Zoetis Inc.

Healthcare
-56
- 1.41%
$162.24 - $194.42 $9.09K - $10.9K
3.91K $637K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.02K
- 17.81%
$126.68 - $134.74 $130K - $138K
4.73K $603K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-963
- 7.71%
$113.92 - $127.38 $110K - $123K
11.5K $1.33M
EPD
Enterprise Products Partners L.P.

Energy
-6.46K
- 20.96%
$28.66 - $34.43 $185K - $222K
24.3K $763K
VALE
Vale S.A.

Basic Materials
-4K
- 11.75%
$8.74 - $11.78 $35K - $47.1K
30K $266K
SLB
Schlumberger Limited

Energy
-1.94K
- 13.23%
$36.83 - $45.59 $71.5K - $88.5K
12.7K $487K
PHYS
Sprott Physical Gold Trust

Financial Services
-5.71K
- 11.51%
$19.66 - $21.66 $112K - $124K
43.9K $884K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-775
- 14.82%
$103.53 - $112.72 $80.2K - $87.4K
4.45K $463K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-2.74K
- 25.96%
$33.43 - $36.52 $91.5K - $99.9K
7.8K $263K
BEP
Brookfield Renewable Partners L.P.

Utilities
-970
- 5.31%
$22.59 - $28.9 $21.9K - $28K
17.3K $393K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-528
- 1.3%
$26.63 - $30.23 $14.1K - $16K
40K $1.07M
DBEU
Xtrackers Msci Europe Hedged E

ETFs
-2.57K
- 28.48%
$40.72 - $42.75 $105K - $110K
6.46K $266K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-254
- 7.93%
$176.4 - $231.84 $44.8K - $58.9K
2.95K $520K
MCHP
Microchip Technology Inc

Technology
-381
- 9.46%
$55.51 - $79.05 $21.1K - $30.1K
3.65K $209K
CVX
Chevron Corp

Energy
-104
- 0.26%
$141.15 - $162.53 $14.7K - $16.9K
39.2K $5.68M
RIG
Transocean Ltd.

Energy
-12.8K
- 10.52%
$3.47 - $4.67 $44.5K - $59.9K
109K $408K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
-3.5K
- 8.84%
$12.1 - $13.76 $42.4K - $48.2K
36.1K $436K
ED
Consolidated Edison Inc

Utilities
-71
- 1.05%
$88.87 - $107.38 $6.31K - $7.62K
6.69K $596K
MPC
Marathon Petroleum Corp

Energy
-40
- 0.93%
$131.65 - $174.84 $5.27K - $6.99K
4.28K $596K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-229
- 1.49%
$67.29 - $73.38 $15.4K - $16.8K
15.2K $1.03M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-3.99K
- 22.91%
$19.47 - $20.95 $77.7K - $83.7K
13.4K $262K
EBS
Emergent Bio Solutions Inc.

Healthcare
-25K
- 21.06%
$7.72 - $11.97 $193K - $299K
93.7K $895K
IEMG
Ishares Inc

ETFs
-1.77K
- 24.2%
N/A
5.54K $297K
SFST
Southern First Bancshares Inc

Financial Services
-12.5K
- 17.48%
$33.26 - $44.86 $414K - $559K
58.8K $2.34M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-1.17K
- 5.71%
$26.05 - $29.17 $30.5K - $34.1K
19.3K $506K
INTC
Intel Corp

Technology
-790
- 3.69%
$19.07 - $26.23 $15.1K - $20.7K
20.6K $413K
IEFA
Ishares Tr

ETFs
-111
- 1.07%
$70.06 - $77.43 $7.78K - $8.59K
10.2K $718K
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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