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
BCAT
Black Rock Capital Allocation Trust

ETFs
-893
- 4.96%
$14.23 - $14.95 $12.7K - $13.4K
17.1K $243K
WDAY
Workday, Inc.

Technology
-55
- 5.48%
$223.49 - $245.67 $12.3K - $13.5K
949 $219K
MET
Metlife Inc

Financial Services
-115
- 3.44%
$75.97 - $82.89 $8.74K - $9.53K
3.22K $253K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-60
- 4.37%
$211.58 - $234.2 $12.7K - $14.1K
1.31K $284K
AON
Aon PLC

Financial Services
-38
- 3.37%
$326.07 - $366.93 $12.4K - $13.9K
1.09K $380K
AES
Aes Corp

Utilities
-2.47K
- 10.91%
$13.44 - $15.37 $33.2K - $38K
20.2K $278K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
-224
- 0.95%
$21.16 - $23.02 $4.74K - $5.16K
23.3K $503K
CNQ
Canadian Natural Resources LTD

Energy
-949
- 12.2%
$29.91 - $33.57 $28.4K - $31.9K
6.83K $229K
NIO
Nio Inc.

Consumer Cyclical
-300
- 2.81%
$6.16 - $7.89 $1.85K - $2.37K
10.4K $63K
AFRM
Affirm Holdings, Inc.

Technology
-40
- 0.66%
$65.96 - $78.95 $2.64K - $3.16K
6.02K $424K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-125
- 0.49%
$44.43 - $46.12 $5.55K - $5.77K
25.2K $1.14M
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
-85
- 0.28%
$15.89 - $16.63 $1.35K - $1.41K
30.6K $485K
WFC
Wells Fargo & Company

Financial Services
-125
- 1.0%
$77.62 - $87.3 $9.7K - $10.9K
12.4K $1.03M
IGR
Cbre Global Real Estate Income Fund

Financial Services
-52
- 0.11%
$4.79 - $5.16 $249 - $268
46.1K $221K
PEG
Public Service Enterprise Group Inc

Utilities
-146
- 2.28%
$79.86 - $84.83 $11.7K - $12.4K
6.25K $517K
SBUX
Starbucks Corp

Consumer Cyclical
-201
- 2.05%
$78.46 - $87.26 $15.8K - $17.5K
9.62K $815K
VGI
Virtus Global Multi Sector Income Fund

Financial Services
-1.13K
- 2.32%
$7.78 - $7.99 $8.78K - $9.02K
47.6K $371K
CSCO
Cisco Systems, Inc.

Technology
-2.91K
- 12.87%
$67.46 - $78.0 $196K - $227K
19.7K $1.53M
ELV
Elevance Health, Inc.

Healthcare
-55
- 3.95%
$303.78 - $362.34 $16.7K - $19.9K
1.34K $435K
VRT
Vertiv Holdings CO

Industrials
-175
- 9.61%
N/A
1.65K $142K
CSX
Csx Corp

Industrials
-289
- 4.54%
$34.88 - $36.67 $10.1K - $10.6K
6.08K $212K
ADM
Archer Daniels Midland CO

Consumer Defensive
-73
- 1.0%
$56.0 - $63.38 $4.09K - $4.63K
7.22K $422K
GNK
Genco Shipping & Trading LTD

Industrials
-600
- 5.41%
$15.57 - $17.83 $9.34K - $10.7K
10.5K $184K
NEM
Newmont Corp

Basic Materials
-245
- 8.34%
$78.63 - $98.27 $19.3K - $24.1K
2.69K $234K
MCD
Mcdonalds Corp

Consumer Cyclical
-54
- 1.66%
$293.81 - $310.11 $15.9K - $16.7K
3.19K $973K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
-154
- 0.63%
$10.15 - $10.65 $1.56K - $1.64K
24.4K $248K
FTF
Franklin LTD Duration Income Trust

Financial Services
-436
- 1.28%
$6.11 - $6.4 $2.66K - $2.79K
33.7K $206K
DMO
Western Asset Mortgage Opportunity Fund Inc.

Financial Services
-1.53K
- 4.51%
$11.75 - $12.06 $18K - $18.4K
32.4K $387K
WDI
Western Asset Diversified Income Fund

ETFs
-310
- 1.87%
$14.2 - $14.97 $4.4K - $4.64K
16.3K $233K
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
-127
- 0.58%
$11.43 - $12.01 $1.45K - $1.53K
21.9K $252K
CTVA
Corteva, Inc.

Basic Materials
-22
- 0.38%
$61.0 - $66.48 $1.34K - $1.46K
5.71K $376K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-129
- 2.43%
$78.65 - $79.19 $10.1K - $10.2K
5.18K $407K
VOE
Vanguard Mid Cap Value Index F

ETFs
-45
- 2.01%
$169.53 - $176.53 $7.63K - $7.94K
2.19K $380K
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
-187
- 0.98%
$9.52 - $9.93 $1.78K - $1.86K
18.9K $180K
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
-827
- 3.16%
N/A
25.3K $311K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
-568
- 1.86%
$8.11 - $8.48 $4.61K - $4.82K
29.9K $243K
NHS
Neuberger Berman High Yield Strategies Fund Inc.

Financial Services
-60
- 0.14%
$7.18 - $7.61 $431 - $457
42.3K $309K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-170
- 0.45%
$30.13 - $30.32 $5.12K - $5.15K
37.2K $1.12M
FCNCA
First Citizens Bancshares Inc

Financial Services
-5
- 2.6%
$1638.68 - $1845.3 $8.19K - $9.23K
187 $334K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-8
- 2.1%
$577.77 - $604.78 $4.62K - $4.84K
373 $218K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-15
- 0.4%
$136.06 - $140.64 $2.04K - $2.11K
3.77K $521K
TT
Trane Technologies PLC

Industrials
-3
- 0.18%
$408.5 - $448.65 $1.23K - $1.35K
1.63K $682K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-69
- 1.7%
$61.42 - $63.67 $4.24K - $4.39K
3.99K $247K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-25
- 2.06%
$185.12 - $192.11 $4.63K - $4.8K
1.19K $222K
EXC
Exelon Corp

Utilities
-274
- 5.02%
$44.97 - $48.24 $12.3K - $13.2K
5.18K $238K
EQIX
Equinix Inc

Real Estate
-10
- 2.46%
$772.6 - $846.01 $7.73K - $8.46K
397 $311K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-47
- 1.5%
$63.24 - $66.46 $2.97K - $3.12K
3.09K $199K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-202
- 0.84%
$52.21 - $52.72 $10.5K - $10.6K
24K $1.26M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-48
- 4.22%
$191.03 - $210.0 $9.17K - $10.1K
1.09K $222K
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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