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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, MSFT, and represent 22.55% of SeaCrest Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VDE, AAOI, AZN, DOCN, EWY, WDC, RSP, GLW, PICK, MU.
Started 51 new stock positions in ZROZ, AGX, THRO, BIL, AWP, CIEN, PICK, HELO, FIX, QLC.
Reduced shares in these 10 stocks: AVGO, GE, NVDA, AstraZeneca, SHY, PSLV, GOOGL, LRCX, MSFT, VHT.
Sold out of its positions in Alpine Global Premier Pptys Fd Com Sbi cef, AFRM, ALAB, AstraZeneca, ONC, OWL, BKNG, BR, AI, COIN.
SeaCrest Wealth Management was a net seller of stock by $-9.5M.
SeaCrest Wealth Management has $935M in assets under management (AUM), dropping by -5.38%.
Central Index Key (CIK): 0001728121

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Portfolio Holdings for SeaCrest Wealth Management

SeaCrest Wealth Management holds 635 positions in its portfolio as reported in the March 2026 quarterly 13F filing

SeaCrest Wealth Management has 635 total positions. Only the first 250 positions are shown.

Sign up to view all of the SeaCrest Wealth Management March 31, 2026 positions
Download the SeaCrest Wealth Management March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	8.0	$75M		294k	253.79	View chart
Alphabet Cap Stk Cl A (GOOGL)	5.4	$50M	-2%	175k	287.56	View chart
Alphabet Cap Stk Cl C (GOOG)	3.6	$34M		117k	286.86	View chart
NVIDIA Corporation (NVDA)	3.5	$33M	-4%	190k	174.40	View chart
Microsoft Corporation (MSFT)	2.1	$20M	-5%	53k	370.17	View chart
Broadcom (AVGO)	1.8	$17M	-13%	56k	309.51	View chart
Amazon (AMZN)	1.8	$17M		83k	208.27	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.7	$16M		27k	577.17	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.7	$16M		537k	29.13	View chart
Eli Lilly & Co. (LLY)	1.4	$13M		14k	919.78	View chart
Meta Platforms Cl A (META)	1.3	$12M	-2%	21k	572.13	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$11M		23k	479.20	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$10M	+5%	17k	597.56	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.0	$9.6M	-3%	15k	650.33	View chart
Costco Wholesale Corporation (COST)	1.0	$9.2M		9.2k	996.47	View chart
Spdr Gold Tr Gold Shs (GLD)	0.9	$8.0M	+2%	19k	430.29	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.8	$7.8M		137k	56.68	View chart
Visa Com Cl A (V)	0.8	$7.7M	-5%	25k	302.24	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.8	$7.4M		32k	234.03	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.7	$6.5M	-5%	19k	337.95	View chart
JPMorgan Chase & Co. (JPM)	0.7	$6.1M	-5%	21k	294.17	View chart
Ge Vernova (GEV)	0.6	$6.0M	-7%	6.9k	872.90	View chart
Vanguard World Inf Tech Etf (VGT)	0.6	$5.9M	-2%	8.4k	697.74	View chart
Tesla Motors (TSLA)	0.6	$5.8M		16k	371.75	View chart
Chevron Corporation (CVX)	0.6	$5.8M	+6%	28k	206.90	View chart
Johnson & Johnson (JNJ)	0.6	$5.6M		23k	244.44	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$5.5M		17k	320.81	View chart
Sprott Asset Management Physical Silver (PSLV)	0.6	$5.3M	-18%	218k	24.39	View chart
Caterpillar (CAT)	0.6	$5.3M	-5%	7.5k	708.42	View chart
Exxon Mobil Corporation (XOM)	0.6	$5.2M	-3%	31k	169.66	View chart
Amgen (AMGN)	0.5	$5.1M		15k	351.85	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.5	$5.1M		202k	25.10	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.5	$5.0M		109k	46.40	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.5	$4.9M	-2%	56k	87.84	View chart
Netflix (NFLX)	0.5	$4.4M	+4%	46k	96.15	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.5	$4.4M	-10%	144k	30.50	View chart
Merck & Co (MRK)	0.4	$4.2M	-3%	35k	120.29	View chart
Lam Research Corp Com New (LRCX)	0.4	$4.2M	-21%	19k	213.66	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.4	$4.0M	+4%	54k	73.94	View chart
Palantir Technologies Cl A (PLTR)	0.4	$3.9M	-8%	27k	146.28	View chart
Home Depot (HD)	0.4	$3.9M		12k	328.88	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$3.9M	+20%	126k	30.68	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.4	$3.9M	+3%	70k	55.52	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$3.8M	+3%	18k	215.07	View chart
Pepsi (PEP)	0.4	$3.7M		24k	155.29	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$3.7M		148k	24.75	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$3.6M	+8%	13k	287.18	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN)	0.4	$3.6M		97k	37.24	View chart
Waste Management (WM)	0.4	$3.4M	-3%	15k	229.80	View chart
Wal-Mart Stores (WMT)	0.3	$3.2M		26k	124.28	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$3.2M	+2%	24k	132.90	View chart
Micron Technology (MU)	0.3	$3.2M	+35%	9.4k	337.83	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$3.2M	-7%	7.4k	426.39	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$3.1M	-3%	16k	196.20	View chart
Spdr Series Trust State Street Spd (XAR)	0.3	$3.1M	-12%	12k	253.99	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$3.1M	+3%	8.0k	383.42	View chart
Innovator Etfs Trust Growth 100 Power (NMAY)	0.3	$3.0M	-2%	108k	28.04	View chart
Valero Energy Corporation (VLO)	0.3	$3.0M	+11%	12k	247.07	View chart
Etf Ser Solutions Aam Transformers (TRFM)	0.3	$3.0M	+12%	64k	46.45	View chart
Uber Technologies (UBER)	0.3	$3.0M	+14%	41k	71.93	View chart
Abbvie (ABBV)	0.3	$2.9M	-5%	13k	217.49	View chart
Kla Corp Com New (KLAC)	0.3	$2.7M	-9%	1.8k	1472.73	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$2.6M	+6%	41k	64.08	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.3	$2.6M		53k	49.40	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$2.6M	+4%	4.0k	653.13	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$2.6M	-2%	89k	29.08	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$2.6M	-6%	83k	30.96	View chart
Philip Morris International (PM)	0.3	$2.5M	-3%	15k	165.34	View chart
Coca-Cola Company (KO)	0.3	$2.4M	-4%	32k	76.05	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.3	$2.4M	-18%	52k	45.89	View chart
Rocket Lab Corp (RKLB)	0.2	$2.3M		36k	64.22	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$2.3M	+5%	31k	73.64	View chart
Vanguard World Energy Etf (VDE)	0.2	$2.2M	NEW	13k	173.04	View chart
International Business Machines (IBM)	0.2	$2.2M	-4%	9.1k	242.38	View chart
Shell Spon Ads (SHEL)	0.2	$2.2M	-11%	24k	93.00	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$2.2M	+7%	8.2k	261.91	View chart
Procter & Gamble Company (PG)	0.2	$2.1M	-7%	15k	144.44	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$2.1M		23k	92.69	View chart
Applied Materials (AMAT)	0.2	$2.1M		6.2k	341.81	View chart
Corning Incorporated (GLW)	0.2	$2.1M	+89%	15k	135.97	View chart
Annaly Capital Management In Com New (NLY)	0.2	$2.1M		97k	21.15	View chart
Advanced Micro Devices (AMD)	0.2	$2.1M	-13%	10k	203.43	View chart
Pfizer (PFE)	0.2	$2.0M	+5%	72k	28.08	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$2.0M		11k	181.41	View chart
McKesson Corporation (MCK)	0.2	$2.0M		2.3k	865.46	View chart
Digitalocean Hldgs (DOCN)	0.2	$2.0M	+158%	23k	85.78	View chart
Truist Financial Corp equities (TFC)	0.2	$1.9M	-7%	42k	45.97	View chart
Lowe's Companies (LOW)	0.2	$1.9M		8.1k	236.27	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$1.9M	-3%	1.4k	1320.83	View chart
Applied Optoelectronics (AAOI)	0.2	$1.9M	+308%	22k	84.59	View chart
Innovator Etfs Trust Us Small Cap Pow (KMAY)	0.2	$1.9M		65k	28.73	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$1.8M	+25%	69k	26.61	View chart
Arista Networks Com Shs (ANET)	0.2	$1.8M	-2%	15k	122.78	View chart
Honeywell International (HON)	0.2	$1.8M		7.8k	226.02	View chart
General Dynamics Corporation (GD)	0.2	$1.8M	-3%	5.1k	343.22	View chart
Parker-Hannifin Corporation (PH)	0.2	$1.7M	+2%	1.9k	895.46	View chart
Texas Instruments Incorporated (TXN)	0.2	$1.7M		8.8k	194.14	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.2	$1.7M	-6%	27k	62.68	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$1.7M	-21%	3.8k	436.84	View chart
Citigroup Com New (C)	0.2	$1.7M	-4%	15k	113.41	View chart
Webster Financial Corporation (WBS)	0.2	$1.7M	-6%	24k	69.42	View chart
Raytheon Technologies Corp (RTX)	0.2	$1.7M		8.6k	192.90	View chart
Teva Pharmaceutical Inds Sponsored Ads (TEVA)	0.2	$1.7M		55k	30.12	View chart
salesforce (CRM)	0.2	$1.6M	-6%	8.7k	186.67	View chart
Agnc Invt Corp Com reit (AGNC)	0.2	$1.6M	+8%	161k	10.03	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.2	$1.6M	+10%	59k	27.20	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.2	$1.6M	+20%	11k	145.02	View chart
Centrus Energy Corp Cl A (LEU)	0.2	$1.6M	-8%	9.1k	173.59	View chart
At&t (T)	0.2	$1.6M	-7%	54k	28.99	View chart
Lithia Motors (LAD)	0.2	$1.6M		6.3k	249.72	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$1.6M	-15%	5.2k	298.86	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.2	$1.6M		31k	49.41	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.5M		60k	25.64	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$1.5M	+15%	7.0k	218.74	View chart
Verizon Communications (VZ)	0.2	$1.5M	-4%	30k	50.20	View chart
Ida (IDA)	0.2	$1.5M	-2%	11k	142.97	View chart
Eaton Corp SHS (ETN)	0.2	$1.5M	+6%	4.2k	357.67	View chart
Cisco Systems (CSCO)	0.2	$1.5M	-2%	19k	77.59	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$1.5M	+18%	64k	23.22	View chart
Innovator Etfs Trust Innovator Intl D (IJUN)	0.2	$1.5M		50k	29.42	View chart
Ishares Msci Mexico Etf (EWW)	0.2	$1.4M	-3%	19k	75.23	View chart
Marathon Petroleum Corp (MPC)	0.2	$1.4M	+59%	5.8k	244.18	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$1.4M	-16%	40k	35.44	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	0.2	$1.4M	+2%	28k	50.75	View chart
Servicenow (NOW)	0.2	$1.4M	-15%	13k	104.55	View chart
Lazard Active Etf Tr Next Gen Technol (TEKY)	0.1	$1.4M		41k	33.73	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$1.4M	+7%	13k	106.01	View chart
Snowflake Com Shs (SNOW)	0.1	$1.4M	-4%	9.1k	150.82	View chart
Astrazeneca Ord (AZN)	0.1	$1.4M	NEW	7.0k	197.22	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$1.4M	+2%	14k	100.57	View chart
O'reilly Automotive (ORLY)	0.1	$1.4M		15k	92.31	View chart
Intel Corporation (INTC)	0.1	$1.4M		31k	44.13	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$1.4M	-4%	30k	45.26	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$1.3M	-4%	6.5k	208.06	View chart
Goldman Sachs (GS)	0.1	$1.3M	+20%	1.6k	846.06	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$1.3M		27k	49.37	View chart
Ge Aerospace Com New (GE)	0.1	$1.3M	-61%	4.7k	283.79	View chart
Qualcomm (QCOM)	0.1	$1.3M	-4%	10k	128.79	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.3M	+18%	6.9k	191.82	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$1.3M		61k	21.49	View chart
Palo Alto Networks (PANW)	0.1	$1.3M	-4%	8.1k	160.32	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.3M	+10%	2.1k	604.49	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.1	$1.3M	+3%	12k	109.36	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.1	$1.3M		36k	35.41	View chart
ConocoPhillips (COP)	0.1	$1.3M	+3%	9.5k	132.00	View chart
Altria (MO)	0.1	$1.2M	-7%	19k	65.99	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.2M	+444%	6.5k	191.93	View chart
Putnam Etf Trust Franklin Calif (FTCA)	0.1	$1.2M		170k	7.28	View chart
Quanta Services (PWR)	0.1	$1.2M		2.3k	549.02	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$1.2M	-5%	18k	68.14	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$1.2M		24k	52.19	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$1.2M	-35%	18k	69.30	View chart
Oracle Corporation (ORCL)	0.1	$1.2M	-7%	8.2k	147.10	View chart
Bank of America Corporation (BAC)	0.1	$1.2M	-4%	25k	48.75	View chart
Williams Companies (WMB)	0.1	$1.2M	+10%	16k	72.78	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.2M	+9%	12k	97.13	View chart
Republic Services (RSG)	0.1	$1.2M	-3%	5.3k	219.03	View chart
Ishares Msci Sth Kor Etf (EWY)	0.1	$1.2M	NEW	9.5k	123.01	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$1.2M		25k	46.74	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$1.2M	+7%	7.2k	161.74	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$1.2M	-4%	35k	32.95	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$1.2M	-9%	30k	38.42	View chart
Citizens Financial (CFG)	0.1	$1.2M		19k	59.97	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$1.2M		7.1k	163.58	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$1.1M		20k	58.54	View chart
Abbott Laboratories (ABT)	0.1	$1.1M		11k	102.67	View chart
TJX Companies (TJX)	0.1	$1.1M	+3%	7.1k	159.69	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$1.1M	-20%	11k	108.99	View chart
Western Digital (WDC)	0.1	$1.1M	NEW	4.2k	270.49	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$1.1M	+31%	12k	95.44	View chart
Spdr Series Trust State Street Spd (SPSB)	0.1	$1.1M		37k	30.07	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.1	$1.1M	-19%	17k	66.86	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$1.1M	+26%	18k	61.26	View chart
Enterprise Products Partners (EPD)	0.1	$1.1M	-4%	29k	37.84	View chart
Johnson Controls Internation SHS (JCI)	0.1	$1.1M	+15%	8.3k	130.95	View chart
Evergy (EVRG)	0.1	$1.1M		13k	81.92	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.1	$1.1M	+44%	23k	47.00	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.1M		12k	88.70	View chart
Vaneck Etf Trust Environmental Sr (EVX)	0.1	$1.0M		27k	38.72	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.0M	-5%	2.1k	499.68	View chart
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI)	0.1	$1.0M	-3%	23k	44.73	View chart
McDonald's Corporation (MCD)	0.1	$1.0M	+4%	3.3k	310.75	View chart
FedEx Corporation (FDX)	0.1	$1.0M	-12%	2.9k	356.18	View chart
Nextera Energy (NEE)	0.1	$1.0M	-8%	11k	92.88	View chart
Hubbell (HUBB)	0.1	$1.0M	+5%	2.1k	490.74	View chart
Ishares Tr Msci Poland Etf (EPOL)	0.1	$1.0M		28k	36.41	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	0.1	$1.0M	-13%	26k	38.30	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.1	$1.0M	+11%	8.7k	115.23	View chart
Sitime Corp (SITM)	0.1	$986k	-9%	2.9k	345.35	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.1	$984k		6.2k	158.58	View chart
Southern Company (SO)	0.1	$983k	-6%	10k	96.52	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$980k	+24%	8.7k	113.10	View chart
Usa Compression Partners Com Unit Ltdpar (USAC)	0.1	$977k		36k	27.12	View chart
Bristol Myers Squibb (BMY)	0.1	$972k	-12%	16k	60.65	View chart
Marvell Technology (MRVL)	0.1	$958k	-3%	9.7k	99.05	View chart
United Rentals (URI)	0.1	$957k	-9%	1.3k	728.60	View chart
Ishares Msci Gbl Etf New (PICK)	0.1	$952k	NEW	17k	56.59	View chart
Petroleo Brasileiro S A Sponsored Adr (PBR)	0.1	$951k	-30%	46k	20.75	View chart
Dynex Cap (DX)	0.1	$951k		75k	12.76	View chart
Fidelity Covington Trust Msci Matls Index (FMAT)	0.1	$950k		17k	57.64	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$937k	+4%	20k	47.08	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$936k	+12%	11k	86.69	View chart
W.W. Grainger (GWW)	0.1	$934k	-6%	856.00	1090.81	View chart
Intuitive Surgical Com New (ISRG)	0.1	$933k	-8%	2.0k	460.99	View chart
Innovator Etfs Trust Equity Dual Dirt (DDFL)	0.1	$931k		45k	20.54	View chart
Wells Fargo & Company (WFC)	0.1	$927k	-5%	12k	79.61	View chart
Emerson Electric (EMR)	0.1	$921k		7.0k	131.02	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$901k	+113%	2.3k	391.76	View chart
Eastern Bankshares (EBC)	0.1	$900k		46k	19.56	View chart
Gilead Sciences (GILD)	0.1	$898k		6.4k	139.38	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$889k	+2%	7.7k	114.99	View chart
American Express Company (AXP)	0.1	$885k	-5%	2.9k	302.46	View chart
Tidal Trust Ii Roundhill Gener (CHAT)	0.1	$876k	+12%	14k	61.85	View chart
Cheniere Energy Com New (LNG)	0.1	$873k		3.1k	283.76	View chart
Starbucks Corporation (SBUX)	0.1	$870k		9.7k	89.59	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$867k		1.9k	463.19	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$858k	-59%	10k	82.57	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$853k		48k	17.75	View chart
Deere & Company (DE)	0.1	$852k	-11%	1.5k	563.30	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$848k	-2%	11k	79.56	View chart
American Electric Power Company (AEP)	0.1	$829k		6.3k	131.07	View chart
Spdr Series Trust State Street Spd (CWB)	0.1	$823k		9.0k	91.52	View chart
Proshares Tr Large Cap Cre (CSM)	0.1	$798k		11k	74.82	View chart
Us Bancorp Com New (USB)	0.1	$798k	-9%	15k	52.01	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$791k	+3%	9.0k	88.16	View chart
3M Company (MMM)	0.1	$789k	-14%	5.4k	145.23	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.1	$787k		8.8k	89.86	View chart
Entergy Corporation (ETR)	0.1	$787k	+110%	7.0k	112.36	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$778k	-26%	8.6k	90.53	View chart
TransDigm Group Incorporated (TDG)	0.1	$775k		669.00	1158.96	View chart
Charles Schwab Corporation (SCHW)	0.1	$758k	-6%	8.1k	93.98	View chart
Constellation Energy (CEG)	0.1	$757k	+32%	2.7k	279.25	View chart
M&T Bank Corporation (MTB)	0.1	$744k		3.6k	206.72	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$742k		11k	67.53	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$728k		14k	50.61	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$724k	-4%	29k	24.91	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$722k	-10%	4.7k	155.11	View chart
Chubb (CB)	0.1	$714k	-8%	2.2k	325.93	View chart
Nebius Group Shs Class A (NBIS)	0.1	$714k		6.9k	103.76	View chart
Ishares Tr Emgr Mkt Inf Etf (EMIF)	0.1	$709k	+21%	25k	28.12	View chart
First Solar (FSLR)	0.1	$701k	+34%	3.6k	197.26	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$698k	+26%	27k	26.20	View chart
Air Products & Chemicals (APD)	0.1	$693k		2.4k	290.53	View chart
Mp Materials Corp Com Cl A (MP)	0.1	$692k	-2%	14k	48.26	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.1	$685k	-7%	14k	49.69	View chart
SLB Com Stk (SLB)	0.1	$682k	+14%	13k	51.39	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$681k	+6%	35k	19.30	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$681k	NEW	8.9k	76.54	View chart
Trane Technologies SHS (TT)	0.1	$681k		1.6k	416.74	View chart
Morgan Stanley Com New (MS)	0.1	$673k	-13%	4.1k	164.56	View chart

Past Filings by SeaCrest Wealth Management

SEC 13F filings are viewable for SeaCrest Wealth Management going back to 2017

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
SeaCrest Wealth Management 2022 Q2 filed Aug. 9, 2022

View all past filings

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