SeaCrest Wealth Management
Latest statistics and disclosures from SeaCrest Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, GOOGL, GOOG, NVDA, AVGO, and represent 25.80% of SeaCrest Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VGT (+$7.0M), KLAC, IWF, DRNZ, SNDK, VXX, SMH, VUG, IXUS, TSLA.
- Started 49 new stock positions in AFRM, AHRT, BEN, VXX, ARM, ZECP, SPCX, MPWR, SOXL, DRNZ.
- Reduced shares in these 10 stocks: SCHG (-$12M), LRCX (-$7.1M), AAPL (-$5.4M), MLPX, UJUN, MU, QQQ, DGRW, GOOG, NMAY.
- Sold out of its positions in GLTR, SGOL, AVAV, ALL, AMT, IDVO, BP, B, BGB, BEPC.
- SeaCrest Wealth Management was a net seller of stock by $-150M.
- SeaCrest Wealth Management has $903M in assets under management (AUM), dropping by -3.38%.
- Central Index Key (CIK): 0001728121
Tip: Access up to 7 years of quarterly data
Positions held by SeaCrest Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for SeaCrest Wealth Management
SeaCrest Wealth Management holds 550 positions in its portfolio as reported in the June 2026 quarterly 13F filing
SeaCrest Wealth Management has 550 total positions. Only the first 250 positions are shown.
- Sign up to view all of the SeaCrest Wealth Management June 30, 2026 positions
- Download the SeaCrest Wealth Management June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.8 | $80M | -6% | 275k | 289.36 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 6.7 | $61M | -2% | 170k | 357.37 |
|
| Alphabet Cap Stk Cl C (GOOG) | 4.2 | $38M | -7% | 108k | 353.33 |
|
| NVIDIA Corporation (NVDA) | 4.0 | $36M | -5% | 180k | 200.09 |
|
| Broadcom (AVGO) | 2.1 | $19M | -11% | 49k | 377.75 |
|
| Amazon (AMZN) | 1.9 | $17M | -13% | 72k | 238.34 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.9 | $17M | -15% | 23k | 736.41 |
|
| Microsoft Corporation (MSFT) | 1.8 | $17M | -14% | 45k | 373.02 |
|
| Eli Lilly & Co. (LLY) | 1.8 | $16M | 14k | 1199.42 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.1 | $10M | -11% | 15k | 686.80 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.1 | $9.9M | -10% | 13k | 746.78 |
|
| Meta Platforms Cl A (META) | 1.1 | $9.9M | -15% | 18k | 563.29 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $9.6M | -17% | 19k | 500.39 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.9 | $8.1M | +700% | 67k | 119.52 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.9 | $8.0M | -3% | 30k | 264.72 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.8 | $7.6M | -17% | 16k | 477.56 |
|
| Tesla Motors (TSLA) | 0.8 | $7.5M | +14% | 18k | 420.60 |
|
| Micron Technology (MU) | 0.8 | $7.5M | -31% | 6.5k | 1154.31 |
|
| Costco Wholesale Corporation (COST) | 0.8 | $7.2M | -15% | 7.7k | 935.44 |
|
| Visa Com Cl A (V) | 0.8 | $7.1M | -18% | 21k | 343.08 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.7 | $6.7M | +27% | 10k | 655.92 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.7 | $6.7M | -63% | 198k | 33.84 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.7 | $6.5M | -16% | 115k | 56.48 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $6.4M | 17k | 370.04 |
|
|
| Caterpillar (CAT) | 0.7 | $6.1M | -22% | 5.8k | 1064.83 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.7 | $6.0M | +2% | 208k | 28.96 |
|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.7 | $6.0M | +7% | 117k | 50.95 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.7 | $6.0M | -12% | 16k | 368.38 |
|
| Advanced Micro Devices (AMD) | 0.6 | $5.4M | -8% | 9.2k | 580.91 |
|
| Kla Corp Com New (KLAC) | 0.6 | $5.3M | +856% | 18k | 301.71 |
|
| Ge Vernova (GEV) | 0.6 | $5.2M | -36% | 4.4k | 1174.86 |
|
| Johnson & Johnson (JNJ) | 0.6 | $5.1M | -12% | 20k | 253.97 |
|
| Amgen (AMGN) | 0.5 | $5.0M | -5% | 14k | 362.13 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.5 | $4.9M | 142k | 34.81 |
|
|
| Applied Materials (AMAT) | 0.5 | $4.9M | +10% | 6.8k | 722.95 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $4.8M | -29% | 15k | 327.32 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.5 | $4.5M | 24k | 190.52 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.5 | $4.3M | +5% | 156k | 27.70 |
|
| Corning Incorporated (GLW) | 0.5 | $4.3M | +10% | 17k | 255.42 |
|
| Chevron Corporation (CVX) | 0.4 | $4.0M | -12% | 24k | 165.76 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.4 | $4.0M | -7% | 65k | 61.46 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $3.8M | -4% | 121k | 31.71 |
|
| Sprott Asset Management Physical Silver (PSLV) | 0.4 | $3.8M | -7% | 202k | 18.87 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $3.8M | -9% | 28k | 136.72 |
|
| Intel Corporation (INTC) | 0.4 | $3.6M | -16% | 26k | 139.63 |
|
| Etf Ser Solutions Aam Trans Etf (TRFM) | 0.4 | $3.6M | -11% | 57k | 63.17 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $3.5M | -15% | 15k | 236.62 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $3.3M | +261% | 27k | 124.17 |
|
| Digitalocean Hldgs (DOCN) | 0.4 | $3.3M | -9% | 21k | 157.03 |
|
| Western Digital (WDC) | 0.4 | $3.2M | +21% | 5.1k | 638.72 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.4 | $3.2M | 89k | 36.13 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $3.0M | 83k | 36.87 |
|
|
| Marvell Technology (MRVL) | 0.3 | $3.0M | +4% | 10k | 297.88 |
|
| Applied Optoelectronics (AAOI) | 0.3 | $3.0M | -8% | 20k | 148.16 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.3 | $3.0M | +2% | 54k | 54.63 |
|
| Home Depot (HD) | 0.3 | $2.9M | -31% | 8.1k | 352.66 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.3 | $2.8M | +28% | 2.9k | 965.03 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $2.8M | 11k | 252.22 |
|
|
| Merck & Co (MRK) | 0.3 | $2.8M | -37% | 22k | 128.50 |
|
| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.3 | $2.8M | +13% | 31k | 89.85 |
|
| Valero Energy Corporation (VLO) | 0.3 | $2.7M | -14% | 10k | 260.43 |
|
| Philip Morris International (PM) | 0.3 | $2.7M | -3% | 15k | 180.91 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $2.7M | -22% | 12k | 217.92 |
|
| Waste Management (WM) | 0.3 | $2.6M | -19% | 12k | 222.88 |
|
| Uber Technologies (UBER) | 0.3 | $2.6M | -11% | 36k | 72.16 |
|
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.3 | $2.6M | +10% | 58k | 45.34 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.3 | $2.6M | -9% | 1.3k | 1989.44 |
|
| Texas Instruments Incorporated (TXN) | 0.3 | $2.4M | -8% | 8.0k | 298.07 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.3 | $2.4M | +60% | 103k | 23.13 |
|
| Spdr Series Trust St Str Sp Aero (XAR) | 0.3 | $2.4M | -31% | 8.3k | 283.80 |
|
| Rex Etf Tr Drone Etf (DRNZ) | 0.3 | $2.4M | NEW | 105k | 22.52 |
|
| International Business Machines (IBM) | 0.3 | $2.4M | -7% | 8.4k | 281.20 |
|
| Annaly Capital Management In Com New (NLY) | 0.3 | $2.3M | +6% | 104k | 22.36 |
|
| Netflix (NFLX) | 0.3 | $2.3M | -29% | 32k | 71.40 |
|
| Sandisk Corp (SNDK) | 0.2 | $2.3M | NEW | 991.00 | 2273.73 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.2 | $2.2M | +19% | 13k | 170.14 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.2 | $2.2M | -58% | 23k | 95.62 |
|
| Palo Alto Networks (PANW) | 0.2 | $2.2M | -19% | 6.5k | 341.02 |
|
| Abbvie (ABBV) | 0.2 | $2.2M | -33% | 8.8k | 251.65 |
|
| Snowflake Com Shs (SNOW) | 0.2 | $2.2M | -5% | 8.7k | 254.50 |
|
| Truist Financial Corp equities (TFC) | 0.2 | $2.2M | +3% | 44k | 49.82 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.2 | $2.1M | +20% | 194k | 10.90 |
|
| Pepsi (PEP) | 0.2 | $2.1M | -35% | 15k | 135.40 |
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.2 | $2.1M | +81% | 30k | 69.08 |
|
| Cisco Systems (CSCO) | 0.2 | $2.1M | -9% | 18k | 117.46 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $2.0M | +49% | 20k | 100.81 |
|
| Pfizer (PFE) | 0.2 | $2.0M | +16% | 84k | 24.08 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.2 | $2.0M | +2% | 31k | 64.50 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.2 | $1.9M | +5% | 73k | 26.50 |
|
| Schwab Strategic Tr Fundamental Us B (FNDB) | 0.2 | $1.9M | +3% | 61k | 30.46 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.2 | $1.9M | 6.5k | 285.60 |
|
|
| Webster Financial Corporation (WBS) | 0.2 | $1.8M | 24k | 76.42 |
|
|
| Lithia Motors (LAD) | 0.2 | $1.8M | 6.3k | 290.49 |
|
|
| General Dynamics Corporation (GD) | 0.2 | $1.8M | 5.1k | 354.23 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $1.8M | 5.2k | 343.89 |
|
|
| First Tr Exchange-traded Cloud Computing (SKYY) | 0.2 | $1.8M | +11% | 13k | 134.56 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $1.8M | 60k | 29.43 |
|
|
| Eaton Corp SHS (ETN) | 0.2 | $1.7M | -2% | 4.1k | 426.12 |
|
| Wal-Mart Stores (WMT) | 0.2 | $1.7M | -41% | 15k | 113.26 |
|
| Sitime Corp (SITM) | 0.2 | $1.7M | -18% | 2.3k | 745.56 |
|
| Qualcomm (QCOM) | 0.2 | $1.7M | -9% | 9.3k | 184.79 |
|
| Procter & Gamble Company (PG) | 0.2 | $1.7M | -22% | 12k | 146.64 |
|
| Morgan Stanley Etf Trust Eato Vanc Bd Etf (EVTR) | 0.2 | $1.7M | +19% | 33k | 50.71 |
|
| Lazard Active Etf Tr Next Gen Tec Etf (TEKY) | 0.2 | $1.7M | -15% | 35k | 47.47 |
|
| Quanta Services (PWR) | 0.2 | $1.6M | 2.2k | 720.05 |
|
|
| Bank of America Corporation (BAC) | 0.2 | $1.6M | +14% | 28k | 56.98 |
|
| Centrus Energy Corp Cl A (LEU) | 0.2 | $1.6M | +3% | 9.5k | 167.87 |
|
| Coca-Cola Company (KO) | 0.2 | $1.6M | -39% | 19k | 81.27 |
|
| Barclays Bank Ipath S&p 500 Sh (VXX) | 0.2 | $1.5M | NEW | 70k | 22.09 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.5M | -48% | 2.0k | 748.83 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $1.5M | +19% | 42k | 36.26 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $1.5M | +49% | 2.4k | 640.87 |
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.2 | $1.5M | +24% | 50k | 30.17 |
|
| Shell Spon Ads (SHEL) | 0.2 | $1.5M | -18% | 19k | 77.54 |
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.2 | $1.5M | 28k | 53.61 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.5M | -50% | 21k | 71.25 |
|
| United Rentals (URI) | 0.2 | $1.5M | -2% | 1.3k | 1133.26 |
|
| Ida (IDA) | 0.2 | $1.5M | -9% | 9.6k | 151.30 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $1.5M | -4% | 6.6k | 219.44 |
|
| Parker-Hannifin Corporation (PH) | 0.2 | $1.4M | -23% | 1.5k | 978.19 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.2 | $1.4M | 60k | 23.68 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $1.4M | +328% | 16k | 86.14 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $1.4M | +93% | 25k | 56.16 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $1.4M | -54% | 12k | 116.67 |
|
| Arista Networks Com Shs (ANET) | 0.2 | $1.4M | -43% | 8.3k | 169.88 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.2 | $1.4M | +94% | 52k | 26.52 |
|
| McKesson Corporation (MCK) | 0.2 | $1.4M | -21% | 1.8k | 755.73 |
|
| Citizens Financial (CFG) | 0.1 | $1.4M | 19k | 70.07 |
|
|
| Rbb Fund Trust First Eagle Gbl (FEGE) | 0.1 | $1.4M | +20% | 28k | 48.92 |
|
| Tidal Trust Ii Roundhill Gener (CHAT) | 0.1 | $1.4M | -3% | 14k | 98.68 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $1.3M | -84% | 3.1k | 433.33 |
|
| Verizon Communications (VZ) | 0.1 | $1.3M | +2% | 31k | 42.34 |
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.1 | $1.3M | 7.1k | 185.23 |
|
|
| Citigroup Com New (C) | 0.1 | $1.3M | -37% | 9.2k | 139.97 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $1.3M | +205% | 53k | 24.14 |
|
| Putnam Etf Trust Franklin Calif (FTCA) | 0.1 | $1.3M | 170k | 7.42 |
|
|
| Altria (MO) | 0.1 | $1.2M | -8% | 17k | 71.95 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $1.2M | 24k | 52.60 |
|
|
| Dynex Cap (DX) | 0.1 | $1.2M | +24% | 93k | 13.11 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.1 | $1.2M | 25k | 48.12 |
|
|
| Servicenow (NOW) | 0.1 | $1.2M | -10% | 12k | 99.28 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $1.2M | -27% | 6.2k | 189.74 |
|
| W.W. Grainger (GWW) | 0.1 | $1.2M | 860.00 | 1360.40 |
|
|
| Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) | 0.1 | $1.2M | +4% | 9.0k | 129.02 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $1.2M | +19% | 22k | 53.47 |
|
| Republic Services (RSG) | 0.1 | $1.1M | 5.3k | 213.09 |
|
|
| At&t (T) | 0.1 | $1.1M | 55k | 20.70 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $1.1M | -3% | 12k | 96.43 |
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.1 | $1.1M | +4% | 6.5k | 173.53 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.1M | -6% | 8.1k | 137.53 |
|
| Spdr Series Trust St Shor Corp Etf (SPSB) | 0.1 | $1.1M | 37k | 30.01 |
|
|
| Vaneck Etf Trust Environmental Sr (EVX) | 0.1 | $1.1M | 27k | 41.21 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $1.1M | 12k | 94.57 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $1.1M | +26% | 5.9k | 188.09 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $1.1M | +17% | 13k | 86.42 |
|
| General Motors Company (GM) | 0.1 | $1.1M | +265% | 14k | 77.08 |
|
| salesforce (CRM) | 0.1 | $1.1M | -21% | 6.9k | 156.66 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.1M | -56% | 3.5k | 303.12 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $1.1M | -6% | 9.8k | 109.07 |
|
| Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) | 0.1 | $1.1M | 23k | 45.58 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $1.0M | NEW | 11k | 95.44 |
|
| Fidelity Covington Trust Msci Matls Index (FMAT) | 0.1 | $1.0M | +7% | 18k | 58.51 |
|
| Ge Aerospace Com New (GE) | 0.1 | $1.0M | -41% | 2.7k | 373.69 |
|
| Eastern Bankshares (EBC) | 0.1 | $1.0M | 46k | 22.24 |
|
|
| Deere & Company (DE) | 0.1 | $1.0M | +6% | 1.6k | 634.33 |
|
| Southern Company (SO) | 0.1 | $1.0M | +2% | 11k | 95.71 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.1 | $996k | +6% | 21k | 46.94 |
|
| Neos Etf Trust Nasdaq 100 High (QQQI) | 0.1 | $986k | +25% | 17k | 56.79 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $979k | +32% | 3.2k | 302.94 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.1 | $970k | 18k | 53.11 |
|
|
| Dell Technologies CL C (DELL) | 0.1 | $948k | +8% | 2.2k | 431.46 |
|
| FedEx Corporation (FDX) | 0.1 | $947k | +4% | 3.0k | 313.13 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $947k | -3% | 1.8k | 522.39 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 0.1 | $943k | +20% | 11k | 87.88 |
|
| Modine Manufacturing (MOD) | 0.1 | $927k | NEW | 3.5k | 267.02 |
|
| Duolingo Cl A Com (DUOL) | 0.1 | $923k | NEW | 8.0k | 115.02 |
|
| Solaris Energy Infras Com Cl A (SEI) | 0.1 | $911k | NEW | 11k | 80.46 |
|
| Goldman Sachs (GS) | 0.1 | $907k | -43% | 897.00 | 1010.85 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $888k | -47% | 3.7k | 242.40 |
|
| Astera Labs (ALAB) | 0.1 | $876k | NEW | 1.8k | 483.02 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $875k | -61% | 12k | 73.41 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $874k | +2% | 11k | 79.97 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $871k | 49k | 17.88 |
|
|
| Proshares Tr Large Cap Cre (CSM) | 0.1 | $869k | -4% | 10k | 85.22 |
|
| Virtus Allianzgi Artificial (AIO) | 0.1 | $849k | 30k | 28.07 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $845k | 10k | 82.11 |
|
|
| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.1 | $830k | +30% | 16k | 53.09 |
|
| Emerson Electric (EMR) | 0.1 | $825k | -17% | 5.8k | 143.15 |
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.1 | $818k | NEW | 4.8k | 170.87 |
|
| Lowe's Companies (LOW) | 0.1 | $811k | -54% | 3.7k | 220.51 |
|
| Oracle Corporation (ORCL) | 0.1 | $810k | -32% | 5.5k | 146.54 |
|
| American Electric Power Company (AEP) | 0.1 | $803k | -7% | 5.9k | 136.82 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $803k | -25% | 1.6k | 509.62 |
|
| TJX Companies (TJX) | 0.1 | $799k | -26% | 5.3k | 151.51 |
|
| Dime Cmnty Bancshares (DCOM) | 0.1 | $797k | 20k | 40.65 |
|
|
| Ishares Tr Morningstr Us Eq (ILCB) | 0.1 | $794k | -12% | 7.7k | 103.65 |
|
| Gilead Sciences (GILD) | 0.1 | $794k | -2% | 6.3k | 126.33 |
|
| AGCO Corporation (AGCO) | 0.1 | $791k | NEW | 6.6k | 119.70 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $786k | -14% | 14k | 57.62 |
|
| Wells Fargo & Company (WFC) | 0.1 | $782k | -18% | 9.5k | 82.64 |
|
| Usa Compression Partners Com Unit Ltdpar (USAC) | 0.1 | $782k | -17% | 30k | 26.39 |
|
| Neos Etf Trust Russ 2000 Hi Etf (IWMI) | 0.1 | $776k | +31% | 15k | 53.52 |
|
| Morgan Stanley Com New (MS) | 0.1 | $773k | -9% | 3.7k | 209.02 |
|
| Bank of New York Mellon Corporation (BNY) | 0.1 | $773k | 5.3k | 144.61 |
|
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.1 | $772k | -19% | 2.8k | 271.95 |
|
| Silicon Motion Technology Sponsored Adr (SIMO) | 0.1 | $765k | NEW | 2.3k | 333.33 |
|
| Trane Technologies SHS (TT) | 0.1 | $761k | -5% | 1.5k | 491.16 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $737k | +3% | 8.6k | 85.49 |
|
| Invesco Exchange Traded Fd T Ai And Next Gen (IGPT) | 0.1 | $733k | +14% | 7.0k | 104.10 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $727k | +8% | 4.7k | 156.31 |
|
| Flexshares Tr Cre Slct Bd Fd (BNDC) | 0.1 | $726k | +11% | 33k | 22.09 |
|
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.1 | $722k | +181% | 7.9k | 91.64 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $720k | -32% | 1.4k | 513.63 |
|
| Spdr Series Trust ST STR SP600SM C (SLYV) | 0.1 | $718k | -5% | 6.6k | 109.11 |
|
| Starbucks Corporation (SBUX) | 0.1 | $715k | -27% | 7.0k | 102.19 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $712k | -43% | 6.9k | 103.88 |
|
| ConocoPhillips (COP) | 0.1 | $712k | -28% | 6.8k | 103.96 |
|
| Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE) | 0.1 | $712k | -5% | 5.8k | 122.01 |
|
| Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD) | 0.1 | $710k | +15% | 69k | 10.31 |
|
| First Ban (FBNC) | 0.1 | $706k | 11k | 63.93 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $698k | -4% | 14k | 50.57 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $697k | 4.4k | 158.03 |
|
|
| Clorox Company (CLX) | 0.1 | $697k | +85% | 7.3k | 95.44 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $694k | 2.0k | 342.83 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $693k | +2% | 9.2k | 75.51 |
|
| SLB Com Stk (SLB) | 0.1 | $693k | +12% | 15k | 46.49 |
|
| Macerich Company (MAC) | 0.1 | $692k | 28k | 25.19 |
|
|
| Ishares Tr Invt Grd Corp Bd (LQDW) | 0.1 | $685k | +3% | 29k | 24.02 |
|
| McDonald's Corporation (MCD) | 0.1 | $677k | -24% | 2.5k | 270.32 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $673k | -33% | 8.4k | 80.57 |
|
| UnitedHealth (UNH) | 0.1 | $673k | -22% | 1.6k | 415.72 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $671k | 8.0k | 83.75 |
|
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.1 | $668k | 9.8k | 68.01 |
|
|
| Southstate Bk Corp (SSB) | 0.1 | $666k | 6.7k | 99.90 |
|
|
| Astrazeneca Ord (AZN) | 0.1 | $664k | -49% | 3.5k | 189.62 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $658k | -20% | 6.8k | 96.58 |
|
| Cummins (CMI) | 0.1 | $655k | -7% | 918.00 | 713.24 |
|
| Morgan Stanley Etf Trust Eato Van Mun Etf (EVYM) | 0.1 | $648k | +38% | 13k | 50.95 |
|
| Cardinal Health (CAH) | 0.1 | $643k | -13% | 2.7k | 237.60 |
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.1 | $636k | +17% | 6.3k | 100.67 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $633k | +53% | 12k | 52.76 |
|
| Blackrock Esg Cap Allc Term Shs Ben Int (ECAT) | 0.1 | $629k | +34% | 40k | 15.72 |
|
| Celestica (CLS) | 0.1 | $617k | -21% | 1.7k | 364.80 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $615k | -2% | 6.7k | 91.68 |
|
| Vistra Energy (VST) | 0.1 | $609k | -4% | 3.8k | 158.61 |
|
| Johnson Controls Internation SHS (JCI) | 0.1 | $608k | -50% | 4.2k | 146.11 |
|
| First Tr Inter Duration Pfd & Income (FPF) | 0.1 | $599k | +29% | 33k | 18.17 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $596k | -2% | 5.8k | 103.45 |
|
| Cameco Corporation (CCJ) | 0.1 | $596k | -5% | 5.9k | 101.86 |
|
| Apollo Global Mgmt (APO) | 0.1 | $595k | 5.0k | 118.31 |
|
Past Filings by SeaCrest Wealth Management
SEC 13F filings are viewable for SeaCrest Wealth Management going back to 2017
- SeaCrest Wealth Management 2026 Q2 filed July 9, 2026
- SeaCrest Wealth Management 2026 Q1 filed April 15, 2026
- SeaCrest Wealth Management 2025 Q4 filed Jan. 12, 2026
- SeaCrest Wealth Management 2025 Q3 filed Nov. 13, 2025
- SeaCrest Wealth Management 2025 Q2 filed July 11, 2025
- 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