Sea Crest Wealth Management, LLC Sells in Q4 2025

Sea Crest Wealth Management, LLC

  • $913 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
-1.22K
- 5.48%
$609.01 - $751.67 $745K - $919K
21.1K $12.8M
MSFT
Microsoft Corp

Technology
-1.99K
- 3.46%
$496.82 - $542.07 $991K - $1.08M
55.6K $28.2M
HOOD
Robinhood Markets, Inc.

Technology
-6.52K
- 19.43%
$121.53 - $152.46 $793K - $994K
27K $3.31M
ORCL
Oracle Corp

Technology
-3.02K
- 25.51%
$217.57 - $313.0 $657K - $946K
8.83K $1.94M
NVDA
Nvidia Corp

Technology
-6.98K
- 3.41%
$179.83 - $207.04 $1.26M - $1.45M
198K $36.9M
ARCC
Ares Capital Corp

Financial Services
-54.3K
- 69.89%
$18.9 - $20.61 $1.03M - $1.12M
23.4K $473K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-40.6K
- 16.76%
$25.2 - $26.46 $1.02M - $1.07M
202K $5.21M
TSLA
Tesla, Inc.

Consumer Cyclical
-290
- 1.83%
$401.99 - $468.37 $117K - $136K
15.5K $6.35M
APP
App Lovin Corp

Technology
-467
- 19.93%
$552.64 - $704.09 $258K - $329K
1.88K $1.05M
JPM
Jpmorgan Chase & CO

Financial Services
-881
- 3.89%
$294.11 - $320.41 $259K - $282K
21.8K $6.54M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.42K
- 5.7%
$475.68 - $513.11 $675K - $728K
23.5K $11.9M
V
Visa Inc.

Financial Services
-399
- 1.46%
$325.75 - $352.42 $130K - $141K
26.9K $8.76M
PM
Philip Morris International Inc.

Consumer Defensive
-2.27K
- 12.54%
$144.33 - $160.86 $328K - $365K
15.8K $2.42M
NRZ
New Residential Investment Corp.

Real Estate
-69.5K
- 59.63%
N/A
47.1K $341K
COST
Costco Wholesale Corp

Consumer Defensive
-390
- 4.09%
$910.94 - $954.99 $355K - $372K
9.15K $8.35M
FAST
Fastenal CO

Industrials
-7.33K
- 35.77%
$40.45 - $48.17 $296K - $353K
13.2K $532K
FDN
First Tr Fd Dow Jones

ETFs
-433
- 1.34%
$269.33 - $285.7 $117K - $124K
31.8K $8.56M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-1.25K
- 6.06%
$73.78 - $98.43 $92.1K - $123K
19.3K $1.43M
MSTR
Microstrategy Inc

Technology
-177
- 6.97%
$199.75 - $359.69 $35.4K - $63.7K
2.36K $471K
PG
Procter & Gamble CO

Consumer Defensive
-1.42K
- 8.14%
$145.5 - $153.18 $206K - $217K
16K $2.34M
LAD
Lithia Motors Inc

Consumer Cyclical
-600
- 8.73%
$290.43 - $331.6 $174K - $199K
6.27K $1.84M
BX
Blackstone Inc.

Financial Services
-424
- 5.31%
$138.42 - $168.45 $58.7K - $71.4K
7.56K $1.05M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-4.64K
- 3.26%
$56.0 - $57.6 $260K - $267K
137K $7.8M
KRE
Spdr S&P Regional Banking ETF

ETFs
-4.6K
- 56.08%
$58.14 - $64.09 $268K - $295K
3.6K $219K
GLDM
World Gold Trust

ETFs
-5.26K
- 18.39%
$76.32 - $86.69 $402K - $456K
23.4K $1.89M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-1.48K
- 9.02%
$91.7 - $105.68 $136K - $157K
14.9K $1.48M
LOW
Lowes Companies Inc

Consumer Cyclical
-319
- 3.78%
$225.0 - $247.99 $71.8K - $79.1K
8.11K $1.82M
PDI
Pimco Dynamic Income Fund

Financial Services
-12.8K
- 55.09%
$18.04 - $19.91 $230K - $254K
10.4K $187K
AXON
Axon Enterprise, Inc.

Industrials
-73
- 5.55%
$554.37 - $759.44 $40.5K - $55.4K
1.24K $688K
HON
Honeywell International Inc

Industrials
-574
- 6.74%
$194.07 - $220.67 $111K - $127K
7.94K $1.56M
UBER
Uber Technologies, Inc

Technology
-45
- 0.12%
$91.62 - $100.1 $4.12K - $4.5K
36K $3.3M
DD
Du Pont De Nemours, Inc.

Basic Materials
-135
- 2.26%
$34.69 - $82.16 $4.68K - $11.1K
5.84K $232K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-527
- 1.93%
$589.5 - $635.77 $311K - $335K
26.7K $16.1M
WM
Waste Management Inc

Industrials
-220
- 1.44%
$196.77 - $219.98 $43.3K - $48.4K
15.1K $3.16M
DE
Deere & CO

Industrials
-534
- 23.84%
$439.11 - $480.78 $234K - $257K
1.71K $812K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1.93K
- 12.68%
$100.33 - $100.69 $194K - $194K
13.3K $1.34M
AMT
American Tower Corp

Real Estate
-827
- 21.08%
$176.64 - $193.32 $146K - $160K
3.1K $558K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-4K
- 34.3%
$46.68 - $48.34 $187K - $193K
7.66K $364K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-5K
- 24.77%
$38.23 - $38.65 $191K - $193K
15.2K $585K
VST
Vistra Corp.

Utilities
-524
- 11.57%
$171.56 - $210.85 $89.9K - $110K
4.01K $699K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-6.52K
- 5.87%
$26.44 - $27.53 $172K - $179K
105K $2.85M
IWM
Ishares Russell 2000 ETF

ETFs
-713
- 25.1%
$236.79 - $250.33 $169K - $178K
2.13K $505K
BNDX
Vanguard Total International B

ETFs
-3.59K
- 26.72%
$49.3 - $49.91 $177K - $179K
9.84K $486K
DCOM
Dime Community Bancshares, Inc.

Financial Services
-3.9K
- 15.27%
$26.17 - $30.64 $102K - $119K
21.6K $587K
KMB
Kimberly Clark Corp

Consumer Defensive
-786
- 17.21%
$100.05 - $123.23 $78.6K - $96.9K
3.78K $393K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-6.88K
- 18.49%
$25.03 - $25.34 $172K - $174K
30.3K $762K
T
At&T Inc.

Communication Services
-149
- 0.25%
$24.44 - $27.55 $3.64K - $4.1K
58.3K $1.49M
CMCSA
Comcast Corp

Communication Services
-4.05K
- 33.26%
$26.98 - $31.09 $109K - $126K
8.13K $221K
EVX
Vaneck ETF Tr Environmental Se

ETFs
-2.87K
- 9.57%
$36.65 - $39.44 $105K - $113K
27.2K $1.01M
Activity Summary
Buys All Purchases 286 New Holdings 53 Increased Positions 233 Sells All Sells 291 Reductions 291 Sold out 0 Options Calls 0 Puts 0
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