Sea Crest Wealth Management, LLC Sells in Q4 2024

Sea Crest Wealth Management, LLC

  • $916 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EQNR
Equinor Asa

Energy
-2.15K
- 11.5%
$21.88 - $27.12 $47.1K - $58.4K
16.6K $392K
MPW
Medical Properties Trust Inc

Real Estate
-9.8K
- 42.58%
$3.72 - $5.77 $36.5K - $56.5K
13.2K $52K
PLD
Prologis, Inc.

Real Estate
-235
- 8.42%
$101.4 - $126.96 $23.8K - $29.8K
2.56K $270K
AWK
American Water Works Company, Inc.

Utilities
-157
- 5.51%
$123.83 - $146.07 $19.4K - $22.9K
2.69K $335K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-100
- 1.13%
$75.1 - $82.99 $7.51K - $8.3K
8.71K $658K
PEG
Public Service Enterprise Group Inc

Utilities
-542
- 7.57%
$81.87 - $94.51 $44.4K - $51.2K
6.62K $559K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-972
- 14.64%
$105.85 - $112.84 $103K - $110K
5.67K $625K
VDE
Vanguard Energy ETF

ETFs
-540
- 5.46%
$116.67 - $136.78 $63K - $73.9K
9.36K $1.13M
XYL
Xylem Inc.

Industrials
-267
- 11.52%
$116.02 - $137.45 $31K - $36.7K
2.05K $237K
XLF
Financial Sector Spdr

ETFs
-3.36K
- 11.23%
$44.89 - $51.34 $151K - $172K
26.5K $1.28M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-195
- 2.76%
$75.65 - $83.47 $14.8K - $16.3K
6.87K $523K
AME
Ametek Inc

Industrials
-628
- 12.26%
$165.89 - $197.38 $104K - $124K
4.49K $809K
DHR
Danaher Corp

Healthcare
-38
- 3.28%
$226.16 - $274.52 $8.59K - $10.4K
1.12K $257K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-990
- 8.16%
$50.62 - $52.07 $50.1K - $51.5K
11.1K $568K
HES
Hess Corp

Energy
-394
- 10.88%
$127.66 - $148.65 $50.3K - $58.6K
3.23K $429K
VV
Vanguard Large Cap ETF

ETFs
-363
- 6.37%
$260.27 - $280.65 $94.5K - $102K
5.34K $1.44M
SLV
I Shares Silver Trust

ETFs
-245
- 0.93%
$26.33 - $31.74 $6.45K - $7.78K
26K $684K
PPG
Ppg Industries Inc

Basic Materials
-120
- 3.41%
$119.09 - $131.37 $14.3K - $15.8K
3.4K $405K
TT
Trane Technologies PLC

Industrials
-80
- 5.74%
$369.35 - $419.14 $29.5K - $33.5K
1.31K $485K
RVT
Royce Value Trust, Inc.

Financial Services
-3.88K
- 6.26%
$15.15 - $16.9 $58.7K - $65.5K
58.1K $917K
HUBB
Hubbell Inc

Industrials
-75
- 3.27%
$418.89 - $472.12 $31.4K - $35.4K
2.22K $929K
ZTR
Virtus Total Return Fund Inc.

Financial
-5.4K
- 9.09%
$5.8 - $6.24 $31.3K - $33.7K
54K $316K
UL
Unilever PLC

Consumer Defensive
-82
- 1.42%
$56.7 - $64.64 $4.65K - $5.3K
5.7K $323K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-7
- 0.14%
$131.66 - $144.0 $922 - $1.01K
5.05K $667K
PEO
Adams Natural Resources Fund, Inc.

Financial Services
-1.17K
- 8.5%
$21.07 - $24.76 $24.7K - $29K
12.6K $273K
FXR
First Trust Industrials/Produc

ETFs
-554
- 12.22%
$74.81 - $83.27 $41.4K - $46.1K
3.98K $297K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-684
- 7.79%
$370.24 - $418.94 $253K - $287K
8.09K $3.25M
NKE
Nike, Inc.

Consumer Cyclical
-121
- 4.37%
$73.36 - $89.13 $8.88K - $10.8K
2.65K $200K
JOF
Japan Smaller Capitalization Fund Inc

Financial Services
-41
- 0.06%
$7.5 - $8.25 $308 - $338
72.9K $559K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-56
- 0.64%
$238.25 - $261.28 $13.3K - $14.6K
8.63K $2.09M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-524
- 4.75%
$84.34 - $95.14 $44.2K - $49.9K
10.5K $916K
ADI
Analog Devices Inc

Technology
-55
- 3.46%
$206.35 - $236.48 $11.3K - $13K
1.53K $325K
D
Dominion Energy, Inc

Utilities
-105
- 1.27%
$52.63 - $60.92 $5.53K - $6.4K
8.13K $437K
IDV
Ishares Tr

ETFs
-303
- 2.9%
$27.03 - $29.92 $8.19K - $9.07K
10.1K $277K
TAP
Molson Coors Beverage CO

Consumer Defensive
-618
- 4.78%
$53.97 - $63.88 $33.4K - $39.5K
12.3K $704K
ITA
Ishares Tr

ETFs
-57
- 0.81%
$144.31 - $157.31 $8.23K - $8.97K
6.96K $1.01M
PSCH
Invesco S&P Smallcap Health Ca

ETFs
-599
- 10.38%
$43.36 - $48.87 $26K - $29.3K
5.17K $229K
PARA
Paramount Global

Communication Services
-3.14K
- 13.0%
$10.27 - $11.57 $32.2K - $36.3K
21K $219K
TIP
Ishares Tr Tips Bd ETF

ETFs
-95
- 1.45%
$106.33 - $110.69 $10.1K - $10.5K
6.46K $688K
TJX
Tjx Companies Inc

Consumer Cyclical
-645
- 5.02%
$112.15 - $127.2 $72.3K - $82K
12.2K $1.47M
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
-1.93K
- 7.69%
$12.32 - $13.02 $23.8K - $25.1K
23.1K $285K
BWX
Spdr Bloomberg International T

ETFs
-393
- 2.98%
$21.39 - $23.3 $8.41K - $9.16K
12.8K $273K
CB
Chubb LTD

Financial Services
-4
- 0.14%
$271.57 - $301.89 $1.09K - $1.21K
2.78K $769K
HAL
Halliburton CO

Energy
-280
- 2.54%
$25.77 - $31.99 $7.22K - $8.96K
10.7K $291K
APD
Air Products & Chemicals, Inc.

Basic Materials
-16
- 0.54%
$285.5 - $335.62 $4.57K - $5.37K
2.94K $853K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-1.04K
- 6.04%
$153.8 - $176.52 $159K - $183K
16.1K $2.67M
YUM
Yum Brands Inc

Consumer Cyclical
-73
- 3.21%
$130.36 - $139.54 $9.52K - $10.2K
2.2K $295K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-398
- 3.02%
$35.45 - $40.33 $14.1K - $16.1K
12.8K $458K
X
United States Steel Corp

Basic Materials
-325
- 4.63%
$30.14 - $42.31 $9.8K - $13.8K
6.7K $227K
Activity Summary
Buys All Purchases 361 New Holdings 62 Increased Positions 299 Sells All Sells 241 Reductions 241 Sold out 0 Options Calls 0 Puts 0
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