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
ORI
Old Republic International Corp

Financial Services
-1.62K
- 20.6%
$38.4 - $44.35 $62.2K - $71.9K
6.25K $277K
NSC
Norfolk Southern Corp

Industrials
-67
- 2.99%
$279.53 - $300.15 $18.7K - $20.1K
2.17K $616K
VB
Vanguard Small Cap ETF

ETFs
-84
- 1.09%
$248.1 - $260.08 $20.8K - $21.8K
7.61K $1.9M
DGX
Quest Diagnostics Inc

Healthcare
-403
- 18.77%
N/A
1.74K $239K
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
-810
- 2.36%
$22.98 - $24.72 $18.6K - $20K
33.6K $770K
CB
Chubb LTD

Financial Services
-305
- 11.34%
$268.2 - $296.22 $81.8K - $90.3K
2.38K $704K
TFC
Truist Financial Corp

Financial Services
-283
- 0.61%
$41.09 - $45.64 $11.6K - $12.9K
46.1K $2.07M
QCOM
Qualcomm Inc

Technology
-346
- 3.09%
$153.59 - $187.68 $53.1K - $64.9K
10.9K $1.81M
REZ
Ishares Tr Residential And Mul

ETFs
-551
- 7.27%
$81.26 - $85.37 $44.8K - $47K
7.03K $592K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-378
- 1.83%
$280.66 - $305.09 $106K - $115K
20.2K $5.7M
BK
Bank Of New York Mellon Corp

Financial Services
-515
- 8.73%
$104.54 - $112.64 $53.8K - $58K
5.39K $595K
MDT
Medtronic PLC

Healthcare
-556
- 7.77%
$90.06 - $98.43 $50.1K - $54.7K
6.6K $635K
AI
C3.Ai, Inc.

Technology
-725
- 6.69%
$14.07 - $19.66 $10.2K - $14.3K
10.1K $142K
NUE
Nucor Corp

Basic Materials
-550
- 18.71%
$131.78 - $154.43 $72.5K - $84.9K
2.39K $353K
GLW
Corning Inc

Technology
-561
- 6.52%
$82.06 - $90.29 $46K - $50.7K
8.04K $660K
DIS
Walt Disney CO

Communication Services
-42
- 0.94%
$105.69 - $116.65 $4.44K - $4.9K
4.42K $467K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-394
- 3.15%
$100.8 - $103.83 $39.7K - $40.9K
12.1K $1.25M
EIX
Edison International

Utilities
-1.01K
- 21.09%
$52.12 - $59.08 $52.8K - $59.9K
3.79K $222K
VOT
Vanguard Mid Cap Growth Index

ETFs
-65
- 3.59%
$279.76 - $298.12 $18.2K - $19.4K
1.75K $489K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.05K
- 3.29%
$25.85 - $27.19 $53K - $55.8K
60.3K $1.6M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-179
- 8.2%
$132.29 - $144.78 $23.7K - $25.9K
2.01K $265K
EMR
Emerson Electric CO

Industrials
-118
- 1.63%
$126.01 - $140.03 $14.9K - $16.5K
7.12K $908K
NPCT
Nuveen Core Plus Impact Fund
-2.09K
- 4.7%
$10.6 - $10.97 $22.1K - $22.9K
42.3K $448K
NXPI
Nxp Semiconductors N.V.

Technology
-3
- 0.25%
$197.1 - $231.42 $591 - $694
1.21K $238K
TIP
Ishares Tr Tips Bd ETF

ETFs
-316
- 5.47%
$110.58 - $112.2 $34.9K - $35.5K
5.46K $605K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-4K
- 16.42%
$9.01 - $9.36 $36K - $37.4K
20.4K $184K
NOC
Northrop Grumman Corp

Industrials
-10
- 1.56%
$558.0 - $637.95 $5.58K - $6.38K
633 $356K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-462
- 8.1%
$91.84 - $96.06 $42.4K - $44.4K
5.24K $496K
SHOP
Shopify Inc.

Technology
-191
- 10.22%
$146.04 - $179.01 $27.9K - $34.2K
1.68K $244K
ECL
Ecolab Inc.

Basic Materials
-4
- 0.19%
$253.06 - $281.35 $1.01K - $1.13K
2.1K $542K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-668
- 8.32%
$52.54 - $55.77 $35.1K - $37.3K
7.36K $403K
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
-505
- 9.01%
$40.95 - $43.41 $20.7K - $21.9K
5.1K $210K
COF
Capital One Financial Corp

Financial Services
-77
- 5.95%
$201.01 - $225.01 $15.5K - $17.3K
1.22K $244K
ABBV
Abb Vie Inc.

Healthcare
-279
- 1.96%
$211.96 - $244.38 $59.1K - $68.2K
14K $3.27M
ITW
Illinois Tool Works Inc

Industrials
-13
- 0.77%
$242.03 - $260.73 $3.15K - $3.39K
1.67K $408K
BAC
Bank Of America Corp

Financial Services
-528
- 2.02%
$48.65 - $54.11 $25.7K - $28.6K
25.6K $1.32M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-269
- 2.41%
$63.25 - $66.24 $17K - $17.8K
10.9K $698K
BR
Broadridge Financial Solutions, Inc.

Technology
-75
- 7.58%
$217.49 - $236.9 $16.3K - $17.8K
915 $206K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-180
- 4.5%
$114.27 - $121.15 $20.6K - $21.8K
3.82K $446K
FBNC
First Bancorp

Financial Services
-109
- 0.94%
$46.32 - $52.76 $5.05K - $5.75K
11.4K $582K
PPG
Ppg Industries Inc

Basic Materials
-9
- 0.27%
$94.92 - $105.45 $854 - $949
3.33K $322K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-182
- 3.4%
$161.21 - $171.97 $29.3K - $31.3K
5.18K $854K
UPWK
Upwork, Inc

Industrials
-353
- 3.53%
$15.63 - $18.16 $5.52K - $6.41K
9.65K $158K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
-1.41K
- 5.46%
$9.54 - $10.13 $13.5K - $14.3K
24.4K $236K
SFST
Southern First Bancshares Inc

Financial Services
-1.3K
- 13.88%
$41.15 - $48.63 $53.3K - $63K
8.04K $385K
TRV
Travelers Companies, Inc.

Financial Services
-139
- 7.67%
$261.57 - $287.42 $36.4K - $40K
1.67K $480K
BDX
Becton Dickinson & CO

Healthcare
-165
- 10.4%
$176.39 - $193.93 $29.1K - $32K
1.42K $271K
XLP
Consumer Staples Sector Spdr

ETFs
-319
- 9.24%
N/A
3.13K $238K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-238
- 3.27%
$84.91 - $90.88 $20.2K - $21.6K
7.03K $621K
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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