Sea Crest Wealth Management, LLC Asset Management

Sea Crest Wealth Management, LLC

  • $852 Million
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.11 Million 0.25% of portfolio
100,791
Q1 2025 Reduced 4.74%
$0
$1.8 Million 0.21% of portfolio
81,424
Q1 2025 Reduced 2.37%
$92.5B
$1.34 Million 0.16% of portfolio
9,565
Q1 2025 Reduced 7.35%
$0
$1.27 Million 0.15% of portfolio
109,834
Q1 2025 Added 0.11%
$0
$1.12 Million 0.13% of portfolio
47,088
Q1 2025 Added 7.22%
$0
$823,000 0.1% of portfolio
57,787
Q1 2025 Reduced 0.48%
$76.1B
$764,000 0.09% of portfolio
5,585
Q1 2025 Reduced 16.57%
$0
$609,000 0.07% of portfolio
72,719
Q1 2025 Reduced 0.31%
$0
$530,000 0.06% of portfolio
61,713
Q1 2025 Reduced 3.63%
$61.7B
$503,000 0.06% of portfolio
6,007
Q1 2025 Reduced 15.69%
$0
$436,000 0.05% of portfolio
74,183
Q1 2025 Reduced 11.87%
$0
$419,000 0.05% of portfolio
34,655
Q1 2025 Reduced 4.02%
$0
$413,000 0.05% of portfolio
35,053
Q1 2025 Added 6.15%
$0
$410,000 0.05% of portfolio
48,950
Q1 2025 Added 268.93%
$0
$360,000 0.04% of portfolio
46,641
Q1 2025 Reduced 3.27%
$0
$355,000 0.04% of portfolio
45,820
Q1 2025 Reduced 15.56%
$0
$298,000 0.03% of portfolio
24,255
Q1 2025 New
$49.6B
$295,000 0.03% of portfolio
611
Q4 2024 Added 2.35%
$498M
$285,000 0.03% of portfolio
12,600
Q4 2024 Reduced 8.5%
$0
$279,000 0.03% of portfolio
75,784
Q1 2025 Added 4.37%
$0
$275,000 0.03% of portfolio
35,932
Q1 2025 Reduced 18.85%
$966M
$271,000 0.03% of portfolio
16,250
Q1 2025 New
$538M
$266,000 0.03% of portfolio
25,538
Q1 2025 New
$0
$261,000 0.03% of portfolio
40,945
Q1 2025 Reduced 35.09%
$0
$258,000 0.03% of portfolio
24,543
Q1 2025 Added 59.38%
$0
$246,000 0.03% of portfolio
10,361
Q1 2025 Reduced 9.94%
$0
$228,000 0.03% of portfolio
19,251
Q1 2025 Reduced 20.07%
$0
$227,000 0.03% of portfolio
25,954
Q1 2025 Reduced 0.2%
$0
$225,000 0.03% of portfolio
11,446
Q1 2025 Reduced 5.61%
$0
$224,000 0.03% of portfolio
27,456
Q3 2024 Reduced 3.88%
$0
$221,000 0.03% of portfolio
34,365
Q1 2025 Reduced 28.21%
$0
$219,000 0.03% of portfolio
40,709
Q1 2025 Reduced 28.89%
$0
$211,000 0.02% of portfolio
9,377
Q1 2025 Added 0.03%
$0
$210,000 0.02% of portfolio
6,495
Q1 2025 Reduced 11.15%
$0
$205,000 0.02% of portfolio
19,606
Q1 2025 Reduced 18.12%
$0
$201,000 0.02% of portfolio
39,291
Q1 2025 Added 249.1%
$0
$199,000 0.02% of portfolio
40,595
Q1 2025 Reduced 32.49%
$0
$197,000 0.02% of portfolio
51,715
Q1 2025 Reduced 29.02%
$0
$196,000 0.02% of portfolio
15,679
Q1 2025 Added 36.22%
$0
$194,000 0.02% of portfolio
29,346
Q1 2025 Reduced 32.22%
$0
$193,000 0.02% of portfolio
15,739
Q1 2025 Reduced 35.22%
$0
$192,000 0.02% of portfolio
14,578
Q1 2025 Reduced 0.55%
$0
$187,000 0.02% of portfolio
34,759
Q1 2025 Added 40.62%
$0
$186,000 0.02% of portfolio
21,620
Q1 2025 Added 1.29%
$0
$185,000 0.02% of portfolio
18,280
Q1 2025 Added 6.58%
$0
$176,000 0.02% of portfolio
23,398
Q1 2025 New
$0
$154,000 0.02% of portfolio
20,639
Q1 2025 Added 1.6%
$0
$149,000 0.02% of portfolio
12,912
Q1 2025 New
$0
$139,000 0.02% of portfolio
18,907
Q1 2025 Reduced 64.12%
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