Sea Crest Wealth Management, LLC Portfolio Holdings
Sea Crest Wealth Management, LLC
- $913 Million
- Q4 2025
Sea Crest Wealth Management, LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $913 Million distributed in 632 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $79.2M, Alphabet Inc. with a value of $49.4M, Nvidia Corp with a value of $36.9M, Alphabet Inc. with a value of $33.4M, and Microsoft Corp with a value of $28.2M.
Examining the 13F form we can see an increase of $30.4M in the current position value, from $882M to 913M.
Sea Crest Wealth Management, LLC is based out at Purchase, NY
Below you can find more details about Sea Crest Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 632
- Current Value $913 Million
- Prior Value $882 Million
- Filing
- Period Q4 2025
- Filing Date January 12, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 53 stocks
- Additional Purchases 233 stocks
- Sold out of 0 stocks
- Reduced holdings in 291 stocks