SeaCrest Wealth Management
Latest statistics and disclosures from SeaCrest Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, GOOGL, MSFT, AMZN, and represent 21.65% of SeaCrest Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IEZ, VHT, SMCI, VEA, EVX, XMAG, PDBC, RKLB, FTLS, QQQ.
- Started 48 new stock positions in VPU, GNK, NUKZ, XMAG, HALO, RR, CION, BCSF, OXY, FCAL.
- Reduced shares in these 10 stocks: NVDA, VXF, WMT, VRT, VBR, AMD, , PLTR, CAVA, FDN.
- Sold out of its positions in FAX, ARES, ALAB, BBY, BTAI, TCPC, BCC, BKNG, BN, AI.
- SeaCrest Wealth Management was a net seller of stock by $-16M.
- SeaCrest Wealth Management has $883M in assets under management (AUM), dropping by -7.13%.
- Central Index Key (CIK): 0001728121
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Portfolio Holdings for SeaCrest Wealth Management
SeaCrest Wealth Management holds 657 positions in its portfolio as reported in the March 2025 quarterly 13F filing
SeaCrest Wealth Management has 657 total positions. Only the first 250 positions are shown.
- Sign up to view all of the SeaCrest Wealth Management March 31, 2025 positions
- Download the SeaCrest Wealth Management March 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.8 | $78M | 349k | 222.13 |
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| NVIDIA Corporation (NVDA) | 4.4 | $39M | -7% | 359k | 108.38 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $29M | 185k | 154.64 |
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| Microsoft Corporation (MSFT) | 3.1 | $27M | 73k | 375.39 |
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| Amazon (AMZN) | 2.1 | $19M | 99k | 190.26 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.1 | $18M | -2% | 117k | 156.23 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $15M | 29k | 532.58 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.6 | $14M | +4% | 30k | 468.92 |
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| Eli Lilly & Co. (LLY) | 1.5 | $13M | -3% | 16k | 825.93 |
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| Broadcom (AVGO) | 1.5 | $13M | -4% | 79k | 167.43 |
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| Meta Platforms Cl A (META) | 1.5 | $13M | 23k | 576.35 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.4 | $12M | -4% | 486k | 25.04 |
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| Visa Com Cl A (V) | 1.2 | $11M | 31k | 350.46 |
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| Costco Wholesale Corporation (COST) | 1.1 | $9.9M | 11k | 945.75 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $8.9M | -5% | 16k | 559.39 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 1.0 | $8.9M | -8% | 40k | 222.15 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.9 | $7.6M | +5% | 133k | 57.14 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $7.4M | +3% | 14k | 513.90 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $7.1M | +5% | 29k | 245.30 |
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| Chevron Corporation (CVX) | 0.7 | $6.4M | -2% | 38k | 167.29 |
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| Home Depot (HD) | 0.6 | $5.2M | 14k | 366.49 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.6 | $5.1M | -4% | 239k | 21.53 |
|
| Amgen (AMGN) | 0.6 | $4.9M | -2% | 16k | 311.55 |
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| Tesla Motors (TSLA) | 0.6 | $4.9M | -11% | 19k | 259.17 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $4.6M | +7% | 16k | 288.14 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $4.6M | +3% | 17k | 274.84 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.5 | $4.5M | 171k | 26.58 |
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| Wal-Mart Stores (WMT) | 0.5 | $4.5M | -23% | 51k | 87.79 |
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| Palantir Technologies Cl A (PLTR) | 0.5 | $4.4M | -17% | 52k | 84.40 |
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| Procter & Gamble Company (PG) | 0.5 | $4.4M | 26k | 170.42 |
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| Vanguard World Inf Tech Etf (VGT) | 0.5 | $4.3M | +6% | 7.9k | 542.35 |
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| Abbvie (ABBV) | 0.5 | $4.3M | 20k | 209.52 |
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| Johnson & Johnson (JNJ) | 0.5 | $4.2M | 25k | 165.84 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $4.0M | -2% | 34k | 118.93 |
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| Pepsi (PEP) | 0.4 | $3.9M | 26k | 149.94 |
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| Netflix (NFLX) | 0.4 | $3.8M | +6% | 4.1k | 932.53 |
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| Waste Management (WM) | 0.4 | $3.7M | +3% | 16k | 231.50 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $3.5M | 176k | 19.78 |
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| Philip Morris International (PM) | 0.4 | $3.5M | -3% | 22k | 158.73 |
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| Uber Technologies (UBER) | 0.4 | $3.4M | 47k | 72.86 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $3.4M | +3% | 18k | 193.99 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $3.4M | -4% | 20k | 166.00 |
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| At&t (T) | 0.4 | $3.3M | 115k | 28.28 |
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| Caterpillar (CAT) | 0.4 | $3.2M | 9.8k | 329.80 |
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| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.4 | $3.2M | -7% | 50k | 63.81 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $3.1M | -6% | 112k | 27.96 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $3.0M | +42% | 59k | 50.83 |
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| International Business Machines (IBM) | 0.3 | $3.0M | 12k | 248.66 |
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| salesforce (CRM) | 0.3 | $3.0M | -7% | 11k | 268.36 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $2.9M | 17k | 172.74 |
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| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.3 | $2.9M | +22% | 76k | 38.08 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $2.9M | 8.0k | 361.09 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.3 | $2.9M | 55k | 51.78 |
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| Ge Aerospace Com New (GE) | 0.3 | $2.8M | 14k | 200.15 |
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| Merck & Co (MRK) | 0.3 | $2.7M | -11% | 30k | 89.76 |
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| Spdr Ser Tr Aerospace Def (XAR) | 0.3 | $2.6M | 16k | 160.69 |
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| Lam Research Corp Com New (LRCX) | 0.3 | $2.6M | 36k | 72.70 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.3 | $2.6M | 33k | 78.85 |
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| Qualcomm (QCOM) | 0.3 | $2.5M | -3% | 16k | 153.61 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $2.5M | +4% | 96k | 26.20 |
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| Altria (MO) | 0.3 | $2.5M | -17% | 42k | 60.02 |
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| Servicenow (NOW) | 0.3 | $2.4M | +3% | 3.0k | 796.14 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $2.3M | -2% | 100k | 23.43 |
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| Palo Alto Networks (PANW) | 0.3 | $2.3M | 13k | 170.64 |
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| Honeywell International (HON) | 0.2 | $2.2M | -2% | 10k | 211.75 |
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| Ge Vernova (GEV) | 0.2 | $2.2M | +3% | 7.2k | 305.28 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $2.2M | 28k | 78.89 |
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| Shell Spon Ads (SHEL) | 0.2 | $2.2M | +7% | 30k | 73.28 |
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| Verizon Communications (VZ) | 0.2 | $2.2M | -8% | 48k | 45.36 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $2.2M | +2% | 8.4k | 258.63 |
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| Eaton Corp SHS (ETN) | 0.2 | $2.1M | 7.9k | 271.83 |
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| Fs Kkr Capital Corp (FSK) | 0.2 | $2.1M | -4% | 101k | 20.95 |
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| Select Sector Spdr Tr Technology (XLK) | 0.2 | $2.1M | 10k | 206.49 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $2.0M | +2% | 3.6k | 561.82 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $2.0M | +4% | 15k | 132.46 |
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| Lithia Motors (LAD) | 0.2 | $2.0M | 6.9k | 293.54 |
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| Advanced Micro Devices (AMD) | 0.2 | $2.0M | -33% | 20k | 102.74 |
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| Coca-Cola Company (KO) | 0.2 | $2.0M | -3% | 28k | 71.62 |
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| Truist Financial Corp equities (TFC) | 0.2 | $2.0M | +2% | 48k | 41.15 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.2 | $2.0M | -2% | 31k | 63.00 |
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| Southern First Bancshares (SFST) | 0.2 | $1.9M | 58k | 32.92 |
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| Cisco Systems (CSCO) | 0.2 | $1.9M | -3% | 31k | 61.71 |
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| Abbott Laboratories (ABT) | 0.2 | $1.9M | 14k | 132.65 |
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| Oracle Corporation (ORCL) | 0.2 | $1.8M | -7% | 13k | 139.81 |
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| ConocoPhillips (COP) | 0.2 | $1.8M | 17k | 105.02 |
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| Owl Rock Capital Corporation (OBDC) | 0.2 | $1.8M | +12% | 124k | 14.66 |
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| Ares Capital Corporation (ARCC) | 0.2 | $1.8M | -2% | 81k | 22.16 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.2 | $1.8M | +4% | 77k | 23.16 |
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| Morgan Stanley Com New (MS) | 0.2 | $1.8M | -6% | 15k | 116.67 |
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| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.2 | $1.7M | +10% | 40k | 43.30 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.2 | $1.7M | +3% | 22k | 79.86 |
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| Pfizer (PFE) | 0.2 | $1.7M | +4% | 68k | 25.34 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $1.7M | -8% | 4.6k | 370.85 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $1.7M | -19% | 2.6k | 662.63 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $1.7M | -4% | 9.4k | 179.70 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.2 | $1.7M | -3% | 49k | 34.20 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $1.7M | -2% | 3.7k | 446.71 |
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| Bristol Myers Squibb (BMY) | 0.2 | $1.7M | +13% | 27k | 60.99 |
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| Vanguard World Health Car Etf (VHT) | 0.2 | $1.7M | +237% | 6.3k | 264.74 |
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| General Dynamics Corporation (GD) | 0.2 | $1.6M | -2% | 6.0k | 272.60 |
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| Wells Fargo & Company (WFC) | 0.2 | $1.6M | +3% | 23k | 71.79 |
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| Lowe's Companies (LOW) | 0.2 | $1.6M | 6.9k | 233.23 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $1.6M | -10% | 34k | 46.81 |
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| Ishares Tr Us Oil Eq&sv Etf (IEZ) | 0.2 | $1.6M | +384% | 82k | 19.50 |
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| Bank of America Corporation (BAC) | 0.2 | $1.6M | -4% | 38k | 41.73 |
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| O'reilly Automotive (ORLY) | 0.2 | $1.6M | 1.1k | 1432.58 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $1.6M | -13% | 7.4k | 211.48 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.2 | $1.6M | 58k | 26.89 |
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| Southern Company (SO) | 0.2 | $1.6M | 17k | 91.95 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.6M | 2.8k | 548.12 |
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| McKesson Corporation (MCK) | 0.2 | $1.5M | -5% | 2.3k | 673.00 |
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| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.2 | $1.5M | 24k | 64.52 |
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| Kla Corp Com New (KLAC) | 0.2 | $1.5M | +5% | 2.3k | 679.89 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $1.5M | 6.8k | 221.76 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $1.5M | +10% | 5.9k | 257.01 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $1.5M | -4% | 4.3k | 352.58 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $1.5M | -4% | 67k | 22.08 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $1.5M | -11% | 14k | 102.18 |
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| Valero Energy Corporation (VLO) | 0.2 | $1.5M | +3% | 11k | 132.07 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $1.5M | -12% | 13k | 108.69 |
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| TJX Companies (TJX) | 0.2 | $1.4M | -4% | 12k | 121.80 |
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| Snowflake Cl A (SNOW) | 0.2 | $1.4M | 9.6k | 146.16 |
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| Spotify Technology S A SHS (SPOT) | 0.2 | $1.4M | +41% | 2.6k | 550.03 |
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| Devon Energy Corporation (DVN) | 0.2 | $1.4M | 37k | 37.40 |
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| Ferrari Nv Ord (RACE) | 0.2 | $1.4M | +4% | 3.2k | 427.88 |
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| McDonald's Corporation (MCD) | 0.2 | $1.4M | -3% | 4.4k | 312.36 |
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| Principal Exchange Traded Us Mega Cp Etf (USMC) | 0.2 | $1.4M | 24k | 56.78 |
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| Republic Services (RSG) | 0.2 | $1.4M | 5.6k | 242.18 |
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| Etf Ser Solutions Aam Transformers (TRFM) | 0.2 | $1.4M | -13% | 39k | 34.51 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.3M | -7% | 9.6k | 139.78 |
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| Select Sector Spdr Tr Financial (XLF) | 0.2 | $1.3M | 27k | 49.81 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.2 | $1.3M | 62k | 21.51 |
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| Webster Financial Corporation (WBS) | 0.2 | $1.3M | 26k | 51.55 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $1.3M | 16k | 80.71 |
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| UnitedHealth (UNH) | 0.1 | $1.3M | -23% | 2.5k | 523.85 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $1.3M | +2% | 9.2k | 140.44 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $1.3M | -5% | 13k | 100.62 |
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| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.1 | $1.3M | 110k | 11.60 |
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| Mid-America Apartment (MAA) | 0.1 | $1.3M | +12% | 7.6k | 167.58 |
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| 3M Company (MMM) | 0.1 | $1.3M | -2% | 8.7k | 146.86 |
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| Arista Networks Com Shs (ANET) | 0.1 | $1.3M | -5% | 16k | 77.48 |
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| Deere & Company (DE) | 0.1 | $1.3M | 2.7k | 469.36 |
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| Goldman Sachs (GS) | 0.1 | $1.2M | +4% | 2.3k | 546.24 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.2M | 12k | 104.57 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.1 | $1.2M | -17% | 49k | 24.86 |
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| Emerson Electric (EMR) | 0.1 | $1.2M | 11k | 109.64 |
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| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 0.1 | $1.2M | 24k | 50.52 |
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| Starbucks Corporation (SBUX) | 0.1 | $1.2M | +7% | 12k | 98.09 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $1.2M | -2% | 13k | 90.54 |
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| Citizens Financial (CFG) | 0.1 | $1.2M | 29k | 40.97 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $1.2M | -2% | 16k | 73.50 |
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| Applied Materials (AMAT) | 0.1 | $1.2M | -12% | 8.1k | 145.12 |
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| Rocket Lab Usa (RKLB) | 0.1 | $1.2M | +121% | 66k | 17.88 |
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| Sprott Physical Gold Tr Unit (PHYS) | 0.1 | $1.1M | +7% | 47k | 24.06 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $1.1M | -10% | 37k | 30.10 |
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| American Electric Power Company (AEP) | 0.1 | $1.1M | 10k | 109.27 |
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| Rithm Capital Corp Com New (RITM) | 0.1 | $1.1M | 96k | 11.45 |
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| Super Micro Computer Com New (SMCI) | 0.1 | $1.1M | NEW | 32k | 34.24 |
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| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $1.1M | -5% | 18k | 59.84 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $1.1M | -4% | 2.6k | 419.87 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $1.1M | +2% | 17k | 65.17 |
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| Eastern Bankshares (EBC) | 0.1 | $1.1M | -3% | 66k | 16.40 |
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| W.W. Grainger (GWW) | 0.1 | $1.1M | -2% | 1.1k | 987.83 |
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| Anthem (ELV) | 0.1 | $1.1M | +18% | 2.5k | 434.96 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $1.1M | -3% | 39k | 27.57 |
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| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.1 | $1.1M | 53k | 20.17 |
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| Annaly Capital Management In Com New (NLY) | 0.1 | $1.1M | +10% | 52k | 20.31 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $1.1M | 6.9k | 153.11 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $1.1M | -4% | 34k | 30.73 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $1.1M | -51% | 5.7k | 186.28 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $1.1M | -2% | 2.7k | 383.59 |
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| Nextera Energy (NEE) | 0.1 | $1.0M | 15k | 70.89 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $1.0M | -7% | 14k | 73.69 |
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| Vaneck Etf Trust Environmental Sr (EVX) | 0.1 | $1.0M | +368% | 29k | 35.44 |
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| FedEx Corporation (FDX) | 0.1 | $1.0M | -3% | 4.1k | 243.78 |
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| Walt Disney Company (DIS) | 0.1 | $1.0M | -3% | 10k | 98.70 |
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| Nordic American Tanker Shippin (NAT) | 0.1 | $1.0M | -3% | 409k | 2.46 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $1000k | 2.0k | 495.27 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.1 | $995k | 28k | 35.88 |
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| Block Cl A (XYZ) | 0.1 | $992k | +2% | 18k | 54.33 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $990k | 11k | 93.45 |
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| First Tr Exchange Traded Cloud Computing (SKYY) | 0.1 | $986k | -7% | 9.6k | 102.23 |
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| Trust For Professional Man Convergence Lng (CLSE) | 0.1 | $985k | +27% | 46k | 21.61 |
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| Schwab Strategic Tr Fundamental Us B (FNDB) | 0.1 | $982k | 43k | 23.01 |
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| Evergy (EVRG) | 0.1 | $973k | +3% | 14k | 68.95 |
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| Blackrock (BLK) | 0.1 | $962k | +6% | 1.0k | 946.48 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $958k | 5.6k | 170.89 |
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| Equinor Asa Sponsored Adr (EQNR) | 0.1 | $949k | +116% | 36k | 26.45 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $937k | +2% | 5.8k | 161.27 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $926k | -6% | 15k | 61.89 |
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| Vanguard World Energy Etf (VDE) | 0.1 | $918k | -24% | 7.1k | 129.71 |
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| TransDigm Group Incorporated (TDG) | 0.1 | $913k | 660.00 | 1383.29 |
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| Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) | 0.1 | $911k | -9% | 21k | 44.13 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $905k | +4% | 17k | 54.76 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $897k | -2% | 12k | 78.28 |
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| Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) | 0.1 | $896k | +30% | 14k | 64.07 |
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| Citigroup Com New (C) | 0.1 | $892k | 13k | 70.99 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $880k | -10% | 18k | 50.21 |
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| American Tower Reit (AMT) | 0.1 | $866k | 4.0k | 217.59 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $865k | 6.6k | 131.08 |
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| American Express Company (AXP) | 0.1 | $862k | -2% | 3.2k | 269.02 |
|
| Ishares Tr Morningstr Us Eq (ILCB) | 0.1 | $860k | -3% | 11k | 77.26 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $856k | 1.7k | 497.70 |
|
|
| Axon Enterprise (AXON) | 0.1 | $841k | +14% | 1.6k | 525.95 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $840k | +7% | 2.7k | 312.06 |
|
| Enterprise Products Partners (EPD) | 0.1 | $837k | 25k | 34.14 |
|
|
| Mobileye Global Common Class A (MBLY) | 0.1 | $836k | 58k | 14.39 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $835k | +6% | 4.8k | 173.22 |
|
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.1 | $834k | +3% | 58k | 14.34 |
|
| First Tr Exchange Traded Nasdq Cln Edge (GRID) | 0.1 | $828k | -44% | 7.3k | 113.13 |
|
| Oneok (OKE) | 0.1 | $824k | 8.3k | 99.23 |
|
|
| Royce Value Trust (RVT) | 0.1 | $823k | 58k | 14.24 |
|
|
| Air Products & Chemicals (APD) | 0.1 | $820k | -5% | 2.8k | 294.95 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $813k | -3% | 1.3k | 607.75 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $811k | 12k | 67.85 |
|
|
| Chubb (CB) | 0.1 | $809k | -3% | 2.7k | 301.99 |
|
| Automatic Data Processing (ADP) | 0.1 | $808k | +5% | 2.6k | 305.48 |
|
| Frontline (FRO) | 0.1 | $808k | +11% | 54k | 14.85 |
|
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.1 | $803k | 6.1k | 131.70 |
|
|
| Fastenal Company (FAST) | 0.1 | $793k | 10k | 77.55 |
|
|
| Dupont De Nemours (DD) | 0.1 | $790k | +2% | 11k | 74.68 |
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $790k | -4% | 10k | 78.40 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $780k | -2% | 11k | 69.44 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $779k | +174% | 19k | 41.62 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.1 | $775k | +21% | 81k | 9.58 |
|
| Barclays Bank Ipath S&p 500 Sh (VXX) | 0.1 | $768k | +2% | 15k | 51.47 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $767k | -4% | 25k | 30.99 |
|
| Hubbell (HUBB) | 0.1 | $765k | +4% | 2.3k | 330.91 |
|
| Apollo Global Mgmt (APO) | 0.1 | $765k | -16% | 5.6k | 136.94 |
|
| Bankwell Financial (BWFG) | 0.1 | $758k | +25% | 25k | 30.18 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $757k | +3% | 6.2k | 121.97 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $754k | +4% | 15k | 51.55 |
|
| Centrus Energy Corp Cl A (LEU) | 0.1 | $751k | +3% | 12k | 62.21 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP) | 0.1 | $750k | 17k | 44.55 |
|
|
| Ametek (AME) | 0.1 | $749k | -3% | 4.4k | 172.14 |
|
| Fidelity Covington Trust Msci Matls Index (FMAT) | 0.1 | $748k | +3% | 16k | 48.32 |
|
| Morgan Stanley Etf Trust Eaton Vance Tota (EVTR) | 0.1 | $745k | +72% | 15k | 50.63 |
|
| Dime Cmnty Bancshares (DCOM) | 0.1 | $741k | 27k | 27.88 |
|
|
| Medtronic SHS (MDT) | 0.1 | $739k | +3% | 8.2k | 89.86 |
|
| Gilead Sciences (GILD) | 0.1 | $737k | -4% | 6.6k | 112.04 |
|
| Consolidated Edison (ED) | 0.1 | $728k | 6.6k | 110.59 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $724k | -6% | 9.6k | 75.65 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $723k | 6.9k | 105.44 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT) | 0.1 | $721k | 17k | 41.50 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $721k | -16% | 7.8k | 92.83 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $716k | 8.8k | 81.73 |
|
|
| Microstrategy Cl A New (MSTR) | 0.1 | $713k | +7% | 2.5k | 288.27 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $709k | 3.8k | 188.14 |
|
|
| Proshares Tr Large Cap Cre (CSM) | 0.1 | $701k | -5% | 11k | 63.72 |
|
| Tidal Tr Ii Defiance Large (XMAG) | 0.1 | $698k | NEW | 35k | 19.70 |
|
Past Filings by SeaCrest Wealth Management
SEC 13F filings are viewable for SeaCrest Wealth Management going back to 2017
- SeaCrest Wealth Management 2025 Q1 filed April 11, 2025
- SeaCrest Wealth Management 2024 Q4 filed Jan. 14, 2025
- SeaCrest Wealth Management 2024 Q3 filed Oct. 16, 2024
- SeaCrest Wealth Management 2024 Q2 filed July 22, 2024
- SeaCrest Wealth Management 2024 Q1 filed April 18, 2024
- SeaCrest Wealth Management 2023 Q4 filed Jan. 18, 2024
- SeaCrest Wealth Management 2023 Q3 filed Oct. 12, 2023
- SeaCrest Wealth Management 2023 Q2 filed July 14, 2023
- SeaCrest Wealth Management 2023 Q1 filed May 12, 2023
- SeaCrest Wealth Management 2022 Q4 filed Feb. 14, 2023
- SeaCrest Wealth Management 2022 Q3 filed Nov. 15, 2022
- SeaCrest Wealth Management 2022 Q2 filed Aug. 9, 2022
- SeaCrest Wealth Management 2022 Q1 filed May 16, 2022
- SeaCrest Wealth Management 2021 Q4 filed Feb. 11, 2022
- SeaCrest Wealth Management 2021 Q3 filed Nov. 16, 2021
- SeaCrest Wealth Management 2021 Q2 filed Aug. 12, 2021