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
Brookfield Corp
-552
- 15.64%
N/A
2.98K $0
ENB
Enbridge Inc

Energy
-500
- 9.83%
$43.79 - $50.46 $21.9K - $25.2K
4.59K $231K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-13
- 0.31%
$78.96 - $80.04 $1.03K - $1.04K
4.14K $331K
FTCS
First Trust Capital Strength E

ETFs
-97
- 2.56%
$89.72 - $93.74 $8.7K - $9.09K
3.69K $345K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-241
- 15.86%
$404.94 - $499.99 $97.6K - $120K
1.28K $620K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-372
- 1.5%
$8.55 - $9.1 $3.18K - $3.39K
24.4K $221K
PLD
Prologis, Inc.

Real Estate
-140
- 6.02%
$104.08 - $115.35 $14.6K - $16.1K
2.19K $250K
VPU
Vanguard Utilities ETF

ETFs
-65
- 4.62%
$175.25 - $189.41 $11.4K - $12.3K
1.34K $254K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-158
- 1.18%
$107.66 - $112.36 $17K - $17.8K
13.2K $1.47M
CINF
Cincinnati Financial Corp

Financial Services
-36
- 2.43%
$145.8 - $158.1 $5.25K - $5.69K
1.44K $228K
RMD
Resmed Inc

Healthcare
-50
- 3.3%
$252.01 - $293.73 $12.6K - $14.7K
1.46K $400K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-86
- 4.33%
$236.25 - $257.69 $20.3K - $22.2K
1.9K $487K
MDT
Medtronic PLC

Healthcare
-544
- 7.06%
$87.67 - $95.74 $47.7K - $52.1K
7.16K $681K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-97
- 4.58%
$185.88 - $207.44 $18K - $20.1K
2.02K $405K
IBB
Ishares Biotechnology ETF

ETFs
-248
- 9.6%
$127.63 - $144.37 $31.7K - $35.8K
2.34K $337K
CLX
Clorox CO

Consumer Defensive
-7
- 0.2%
$117.67 - $131.43 $824 - $920
3.51K $432K
XLY
Select Sector Spdr Consumer Di

ETFs
-134
- 6.81%
$216.09 - $242.18 $29K - $32.5K
1.83K $439K
EBC
Eastern Bankshares, Inc.

Financial Services
-7.77K
- 14.46%
$15.03 - $18.34 $117K - $143K
46K $834K
HAL
Halliburton CO

Energy
-1.24K
- 11.7%
$20.5 - $25.11 $25.5K - $31.2K
9.39K $230K
BDX
Becton Dickinson & CO

Healthcare
-52
- 3.17%
$172.41 - $199.66 $8.97K - $10.4K
1.59K $296K
PJT
Pjt Partners Inc.

Financial Services
-110
- 4.04%
$165.08 - $188.27 $18.2K - $20.7K
2.62K $464K
ADM
Archer Daniels Midland CO

Consumer Defensive
-678
- 8.51%
$53.54 - $64.21 $36.3K - $43.5K
7.29K $435K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-92
- 1.49%
$64.75 - $69.05 $5.96K - $6.35K
6.08K $419K
IEFA
Ishares Tr

ETFs
-252
- 2.62%
$81.7 - $87.53 $20.6K - $22.1K
9.38K $819K
TFC
Truist Financial Corp

Financial Services
-2.58K
- 5.28%
$42.83 - $47.07 $111K - $122K
46.4K $2.12M
TRV
Travelers Companies, Inc.

Financial Services
-16
- 0.87%
$250.62 - $279.43 $4.01K - $4.47K
1.81K $506K
GNK
Genco Shipping & Trading LTD

Industrials
-2.65K
- 19.27%
$13.25 - $19.26 $35.1K - $51K
11.1K $197K
AZN
Astrazeneca PLC

Healthcare
-1.15K
- 7.4%
$68.72 - $82.11 $79.1K - $94.5K
14.4K $1.1M
MDU
Mdu Resources Group Inc

Industrials
-557
- 2.24%
$15.85 - $17.81 $8.83K - $9.92K
24.3K $432K
EEM
Ishares Msci Emerging Markets

ETFs
-99
- 2.12%
$48.07 - $53.4 $4.76K - $5.29K
4.57K $244K
DUK
Duke Energy Corp

Utilities
-75
- 1.48%
$116.31 - $125.93 $8.72K - $9.44K
5K $618K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-4
- 0.19%
$134.94 - $145.86 $540 - $583
2.06K $299K
MSI
Motorola Solutions, Inc.

Technology
-5
- 0.79%
$408.73 - $490.3 $2.04K - $2.45K
625 $285K
AFRM
Affirm Holdings, Inc.

Technology
-21
- 0.35%
$64.05 - $92.18 $1.35K - $1.94K
6.06K $442K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-49
- 3.44%
$201.83 - $230.93 $9.89K - $11.3K
1.37K $305K
USB
Us Bancorp \De\

Financial Services
-15
- 0.18%
$43.94 - $50.41 $659 - $756
8.18K $395K
NIO
Nio Inc.

Consumer Cyclical
-5.8K
- 35.23%
$3.41 - $7.62 $19.8K - $44.2K
10.7K $81K
WFC
Wells Fargo & Company

Financial Services
-262
- 2.05%
$77.05 - $85.16 $20.2K - $22.3K
12.5K $1.05M
FNDA
Schwab Fundamental U S Small C

ETFs
-23
- 0.21%
$28.75 - $31.93 $661 - $734
10.8K $336K
MAC
Macerich CO

Real Estate
-2.15K
- 6.39%
$16.01 - $18.75 $34.5K - $40.4K
31.5K $573K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-925
- 22.32%
$50.79 - $76.4 $47K - $70.7K
3.22K $245K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-7.38K
- 4.33%
$27.61 - $29.15 $204K - $215K
163K $4.75M
MPC
Marathon Petroleum Corp

Energy
-407
- 9.73%
$158.59 - $198.69 $64.5K - $80.9K
3.77K $727K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-1.4K
- 9.29%
$205.52 - $234.96 $288K - $330K
13.7K $3.22M
VONG
Vanguard Russell 1000 Growth E

ETFs
-31
- 0.95%
$108.08 - $121.73 $3.35K - $3.77K
3.22K $387K
IVW
Ishares S&P 500 Growth ETF

ETFs
-273
- 4.29%
$108.97 - $121.65 $29.7K - $33.2K
6.1K $736K
FDN
First Tr Fd Dow Jones

ETFs
-1.13K
- 3.39%
$264.06 - $287.34 $298K - $325K
32.2K $9.02M
VNT
Vontier Corp

Technology
-390
- 3.69%
$37.48 - $43.71 $14.6K - $17K
10.2K $426K
IAU
Ishares Gold Trust

ETFs
-762
- 8.44%
$61.62 - $72.77 $47K - $55.5K
8.26K $601K
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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