Sea Crest Wealth Management, LLC Sells in Q1 2025

Sea Crest Wealth Management, LLC

  • $852 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-30.2K
- 7.76%
$106.98 - $149.43 $3.23M - $4.51M
359K $38.9M
AAPL
Apple Inc.

Technology
-3.37K
- 0.95%
$209.68 - $247.1 $706K - $832K
349K $77.6M
GOOGL
Alphabet Inc.

Communication Services
-97
- 0.05%
$154.33 - $206.19 $15K - $20K
185K $28.6M
AVGO
Broadcom Inc.

Technology
-4.04K
- 4.88%
$167.43 - $244.7 $677K - $989K
78.8K $13.2M
GOOG
Alphabet Inc.

Communication Services
-3.46K
- 2.86%
$156.06 - $207.71 $540K - $718K
117K $18.3M
TSLA
Tesla, Inc.

Consumer Cyclical
-2.54K
- 11.84%
$222.15 - $428.22 $564K - $1.09M
18.9K $4.9M
MSFT
Microsoft Corp

Technology
-974
- 1.32%
$375.39 - $447.2 $366K - $436K
72.6K $27.2M
AMZN
Amazon Com Inc

Consumer Cyclical
-902
- 0.9%
$190.26 - $242.06 $172K - $218K
99.3K $18.9M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-24.1K
- 4.72%
$24.91 - $29.02 $600K - $699K
486K $12.2M
VXF
Vanguard Extended Market ETF

ETFs
-9.6K
- 86.73%
$170.36 - $201.04 $1.63M - $1.93M
1.47K $253K
AMD
Advanced Micro Devices Inc

Technology
-9.86K
- 33.49%
$96.63 - $129.55 $953K - $1.28M
19.6K $2.01M
WMT
Walmart Inc.

Consumer Defensive
-15.3K
- 23.17%
$84.5 - $105.05 $1.29M - $1.61M
50.8K $4.46M
VRT
Vertiv Holdings CO

Industrials
-16.1K
- 73.47%
N/A
5.8K $502K
VBR
Vanguard Small Cap Value ETF

ETFs
-6K
- 51.46%
$183.02 - $207.75 $1.1M - $1.25M
5.66K $1.05M
CRM
Salesforce, Inc.

Technology
-918
- 7.7%
$268.36 - $359.95 $246K - $330K
11K $2.95M
SPY
Spdr S&P 500 ETF Trust

ETFs
-960
- 5.7%
$551.42 - $612.93 $529K - $588K
15.9K $8.89M
CRDO
Credo Technology Group Holding LTD

Technology
-7.17K
- 35.9%
$39.45 - $85.5 $283K - $613K
12.8K $518K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-940
- 4.42%
$165.25 - $224.62 $155K - $211K
20.3K $3.37M
SOUN
Soundhound Ai, Inc.

Technology
-30.2K
- 63.38%
$8.12 - $20.62 $245K - $622K
17.4K $148K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-5.81K
- 44.27%
$113.13 - $127.79 $658K - $743K
7.32K $835K
MRK
Merck & Co., Inc.

Healthcare
-3.99K
- 11.7%
$83.01 - $101.02 $331K - $403K
30.1K $2.7M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-10.5K
- 4.21%
$21.23 - $23.75 $223K - $249K
239K $5.12M
ORCL
Oracle Corp

Technology
-1.09K
- 7.66%
$139.81 - $186.47 $153K - $204K
13.2K $1.84M
ASML
Asml Holding Nv

Technology
-636
- 19.67%
$662.63 - $776.99 $421K - $494K
2.6K $1.72M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-1.2K
- 13.92%
$211.47 - $267.17 $254K - $321K
7.43K $1.58M
VOT
Vanguard Mid Cap Growth Index

ETFs
-1.87K
- 50.23%
$237.72 - $276.98 $445K - $519K
1.86K $453K
LAD
Lithia Motors Inc

Consumer Cyclical
-70
- 1.01%
$285.59 - $385.71 $20K - $27K
6.87K $2.02M
BX
Blackstone Inc.

Financial Services
-759
- 7.35%
$136.53 - $186.74 $104K - $142K
9.57K $1.34M
SFST
Southern First Bancshares Inc

Financial Services
-1.14K
- 1.93%
$31.88 - $38.5 $36.2K - $43.7K
57.7K $1.92M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-5.77K
- 51.33%
$68.32 - $75.06 $394K - $433K
5.48K $403K
PLTR
Palantir Technologies Inc.

Technology
-11.1K
- 17.46%
$64.98 - $124.62 $720K - $1.38M
52.4K $4.42M
VOE
Vanguard Mid Cap Value Index F

ETFs
-2.27K
- 47.43%
$156.61 - $168.02 $355K - $381K
2.51K $399K
VUG
Vanguard Growth ETF

ETFs
-440
- 8.65%
$369.1 - $427.61 $162K - $188K
4.65K $1.72M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-65
- 0.8%
$360.07 - $417.26 $23.4K - $27.1K
8.03K $2.89M
APP
App Lovin Corp

Technology
-735
- 27.28%
$238.08 - $510.13 $175K - $375K
1.96K $519K
TRFM
ETF Ser Solutions Aam Transfor
-5.91K
- 13.09%
$34.51 - $41.76 $204K - $247K
39.3K $1.37M
APO
Apollo Global Management, Inc.

Financial Services
-1.11K
- 16.57%
$126.01 - $172.06 $140K - $191K
5.59K $764K
UNH
Unitedhealth Group Inc

Healthcare
-753
- 23.36%
$461.52 - $548.18 $348K - $413K
2.47K $1.29M
AMAT
Applied Materials Inc

Technology
-1.16K
- 12.48%
$145.06 - $195.51 $168K - $226K
8.1K $1.18M
IRM
Iron Mountain Inc

Real Estate
-2.51K
- 43.33%
$82.79 - $111.31 $208K - $279K
3.28K $282K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
-33.8K
- 64.12%
$7.39 - $9.09 $250K - $307K
18.9K $139K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-2.01K
- 10.31%
$47.79 - $59.89 $96.2K - $121K
17.5K $879K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2.08K
- 2.04%
$23.16 - $27.04 $48.1K - $56.1K
99.9K $2.35M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-641
- 1.15%
$51.45 - $58.51 $33K - $37.5K
55.1K $2.85M
XLK
Technology Sector Spdr

ETFs
-93
- 0.92%
$206.38 - $242.18 $19.2K - $22.5K
9.98K $2.06M
MBLY
Mobileye Global Inc.
-26
- 0.04%
$14.24 - $21.85 $370 - $568
58.1K $877K
MS
Morgan Stanley

Financial Services
-1.04K
- 6.43%
$111.68 - $141.08 $116K - $147K
15.1K $1.77M
SKYY
First Trust Cloud Computing Et

ETFs
-728
- 7.02%
$102.23 - $131.18 $74.4K - $95.5K
9.65K $998K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.55K
- 16.64%
$92.45 - $106.69 $143K - $165K
7.77K $719K
Activity Summary
Buys All Purchases 298 New Holdings 48 Increased Positions 250 Sells All Sells 305 Reductions 305 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sea Crest Wealth Management, LLC Portfolio

Follow Sea Crest Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sea Crest Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sea Crest Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email