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
UPWK
Upwork, Inc

Industrials
-800
- 7.41%
$11.75 - $20.07 $9.4K - $16.1K
10K $185K
GLW
Corning Inc

Technology
-4.04K
- 31.93%
$51.6 - $82.03 $208K - $331K
8.61K $705K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-476
- 24.41%
$103.83 - $179.9 $49.4K - $85.6K
1.47K $263K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.73K
- 1.53%
$26.38 - $27.95 $45.5K - $48.2K
111K $3.03M
MCK
Mckesson Corp

Healthcare
-61
- 2.69%
$659.01 - $772.54 $40.2K - $47.1K
2.21K $1.7M
AES
Aes Corp

Utilities
-1.61K
- 6.64%
$10.77 - $13.94 $17.4K - $22.5K
22.6K $298K
IWM
Ishares Russell 2000 ETF

ETFs
-136
- 4.57%
$214.92 - $244.84 $29.2K - $33.3K
2.84K $687K
GM
General Motors CO

Consumer Cyclical
-104
- 2.39%
$48.89 - $61.24 $5.08K - $6.37K
4.24K $258K
GE
General Electric CO

Industrials
-1.94K
- 13.39%
$244.75 - $305.63 $474K - $592K
12.5K $3.77M
PEP
Pepsico Inc

Consumer Defensive
-1.11K
- 4.57%
$133.81 - $152.16 $148K - $168K
23.1K $3.24M
NSC
Norfolk Southern Corp

Industrials
-190
- 7.82%
$259.49 - $300.41 $49.3K - $57.1K
2.24K $672K
IDA
Idacorp Inc

Utilities
-1.09K
- 9.32%
$115.16 - $132.15 $126K - $144K
10.6K $1.4M
BAC
Bank Of America Corp

Financial Services
-1.25K
- 4.56%
$44.92 - $52.42 $56.1K - $65.4K
26.1K $1.35M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-427
- 1.66%
$42.28 - $45.71 $18.1K - $19.5K
25.3K $1.15M
GD
General Dynamics Corp

Industrials
-690
- 11.56%
$293.92 - $341.0 $203K - $235K
5.28K $1.8M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-156
- 2.25%
$138.08 - $151.2 $21.5K - $23.6K
6.78K $1.02M
ILCB
Ishares Morningstar U.S. Equit

ETFs
-60
- 0.59%
$85.66 - $92.67 $5.14K - $5.56K
10K $926K
BX
Blackstone Inc.

Financial Services
-701
- 8.07%
$152.77 - $188.68 $107K - $132K
7.98K $1.36M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.06K
- 3.2%
$24.46 - $26.5 $50.4K - $54.6K
62.3K $1.64M
PH
Parker Hannifin Corp

Industrials
-61
- 3.19%
$697.13 - $769.67 $42.5K - $46.9K
1.85K $1.4M
PSTG
Pure Storage, Inc.

Technology
-640
- 13.65%
$54.47 - $88.29 $34.9K - $56.5K
4.05K $339K
NEE
Nextera Energy Inc

Utilities
-39
- 0.32%
$69.77 - $77.54 $2.72K - $3.02K
12.2K $918K
KLAC
Kla Corp

Technology
-301
- 13.76%
$843.9 - $1078.6 $254K - $325K
1.89K $2.03M
BK
Bank Of New York Mellon Corp

Financial Services
-303
- 4.88%
$90.65 - $109.75 $27.5K - $33.3K
5.9K $642K
EVRG
Evergy, Inc.

Utilities
-280
- 1.94%
$67.73 - $76.02 $19K - $21.3K
14.2K $1.08M
FBNC
First Bancorp

Financial Services
-262
- 2.22%
$45.56 - $55.55 $11.9K - $14.6K
11.5K $610K
JPM
Jpmorgan Chase & CO

Financial Services
-1.68K
- 6.89%
$282.78 - $316.06 $474K - $529K
22.6K $7.14M
MO
Altria Group, Inc.

Consumer Defensive
-834
- 3.98%
$57.75 - $67.68 $48.2K - $56.4K
20.1K $1.33M
ITA
Ishares Tr

ETFs
-166
- 2.49%
$184.73 - $209.26 $30.7K - $34.7K
6.5K $1.36M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-498
- 1.33%
$30.13 - $33.37 $15K - $16.6K
37K $1.24M
VTI
Vanguard Total Stock Market Et

ETFs
-889
- 5.43%
$303.93 - $329.86 $270K - $293K
15.5K $5.08M
PHYS
Sprott Physical Gold Trust

Financial Services
-2.87K
- 6.05%
$25.02 - $29.62 $71.7K - $84.9K
44.5K $1.32M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.64K
- 1.7%
$21.69 - $23.34 $57.2K - $61.5K
152K $3.54M
SKYY
First Trust Cloud Computing Et

ETFs
-40
- 0.38%
$118.24 - $138.53 $4.73K - $5.54K
10.6K $1.42M
FAST
Fastenal CO

Industrials
-156
- 0.76%
$42.47 - $50.39 $6.63K - $7.86K
20.5K $1M
QBTS
D Wave Quantum Inc.

Technology
-991
- 6.0%
$14.81 - $27.72 $14.7K - $27.5K
15.5K $383K
GLDM
World Gold Trust

ETFs
-2.6K
- 8.34%
$64.73 - $76.45 $168K - $199K
28.6K $2.19M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-3.9K
- 4.01%
$25.29 - $28.33 $98.7K - $111K
93.4K $2.61M
ABBV
Abb Vie Inc.

Healthcare
-2.7K
- 15.92%
$184.85 - $231.54 $498K - $624K
14.2K $3.3M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-396
- 0.6%
$53.81 - $57.52 $21.3K - $22.8K
65.2K $3.75M
XLK
Technology Sector Spdr

ETFs
-443
- 4.08%
$250.97 - $282.66 $111K - $125K
10.4K $2.93M
HD
Home Depot, Inc.

Consumer Cyclical
-524
- 4.31%
$357.4 - $423.42 $187K - $222K
11.6K $4.71M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-176
- 1.06%
$89.32 - $107.82 $15.7K - $19K
16.4K $1.77M
VLO
Valero Energy Corp

Energy
-642
- 5.93%
$131.77 - $175.63 $84.6K - $113K
10.2K $1.74M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-66
- 0.83%
$420.11 - $472.68 $27.7K - $31.2K
7.9K $3.7M
CAT
Caterpillar Inc

Industrials
-969
- 10.44%
$390.92 - $477.15 $379K - $462K
8.31K $3.97M
ORCL
Oracle Corp

Technology
-1.14K
- 8.81%
$218.96 - $328.33 $250K - $376K
11.8K $3.33M
SPY
Spdr S&P 500 ETF Trust

ETFs
-328
- 2.09%
$617.65 - $666.84 $203K - $219K
15.4K $10.2M
JNJ
Johnson & Johnson

Healthcare
-1.11K
- 4.68%
$155.17 - $185.42 $172K - $206K
22.6K $4.2M
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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