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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 26.98% of SeaCrest Wealth Management's stock portfolio.
Added to shares of these 10 stocks: XOM, FHEQ, XLV, SKHY, CLBK, MU, CMCSA, JEPQ, FWONK, SCHD.
Started 40 new stock positions in VGSH, MSTR, BTC, OKE, TJUL, GLDM, FHEQ, First Trust Flexible Income Etf, CMCSA, MTZ.
Reduced shares in these 10 stocks: NVDA (-$5.5M), , AAPL, META, BRK.B, LLY, JNJ, MSFT, WM, WBS.
Sold out of its positions in AAON, AGCO, ADBE, AEIS, APP, AGX, VXX, Cbre Clarion Global Real Estat re, CSX, CARR.
SeaCrest Wealth Management was a net seller of stock by $-26M.
SeaCrest Wealth Management has $883M in assets under management (AUM), dropping by -2.25%.
Central Index Key (CIK): 0001728121

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Portfolio Holdings for SeaCrest Wealth Management

SeaCrest Wealth Management holds 546 positions in its portfolio as reported in the September 2026 quarterly 13F filing

SeaCrest Wealth Management has 546 total positions. Only the first 250 positions are shown.

Sign up to view all of the SeaCrest Wealth Management Sept. 30, 2026 positions
Download the SeaCrest Wealth Management September 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	10.0	$89M	-3%	266k	333.02	View chart
Alphabet Cap Stk Cl A (GOOGL)	6.4	$57M	-3%	165k	344.08	View chart
Alphabet Cap Stk Cl C (GOOG)	4.2	$37M		109k	340.74	View chart
NVIDIA Corporation (NVDA)	4.0	$36M	-13%	155k	228.38	View chart
Microsoft Corporation (MSFT)	2.3	$21M	-10%	40k	512.90	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.0	$17M	+2%	24k	739.76	View chart
Broadcom (AVGO)	1.9	$17M		49k	351.19	View chart
Amazon (AMZN)	1.9	$17M	-5%	68k	249.15	View chart
Eli Lilly & Co. (LLY)	1.5	$13M	-17%	11k	1157.06	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$11M	+4%	15k	700.87	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.2	$10M		13k	762.61	View chart
Meta Platforms Cl A (META)	1.1	$9.7M	-23%	13k	725.20	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	1.0	$8.7M		30k	288.45	View chart
Vanguard World Inf Tech Etf (VGT)	1.0	$8.5M		68k	125.67	View chart
Micron Technology (MU)	1.0	$8.5M	+22%	7.9k	1065.14	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$7.4M	+3%	205k	35.93	View chart
Visa Com Cl A (V)	0.8	$7.2M	-3%	20k	359.34	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.8	$7.2M		16k	456.18	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.8	$7.0M	+8%	19k	374.24	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$6.8M	-28%	14k	497.95	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.8	$6.8M	+8%	11k	609.00	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$6.6M	+6%	17k	380.84	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.7	$6.6M	+6%	125k	52.62	View chart
Tesla Motors (TSLA)	0.7	$6.5M		18k	354.80	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.7	$6.3M	+2%	214k	29.31	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.7	$6.1M	-5%	109k	56.22	View chart
Costco Wholesale Corporation (COST)	0.7	$5.8M	-17%	6.4k	910.39	View chart
Advanced Micro Devices (AMD)	0.6	$5.7M		9.3k	611.76	View chart
Amgen (AMGN)	0.6	$5.7M	-2%	13k	421.50	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.6	$5.1M	+30%	84k	61.26	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.5	$4.8M		144k	33.31	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$4.8M	+21%	147k	32.53	View chart
Chevron Corporation (CVX)	0.5	$4.7M	-6%	23k	204.21	View chart
JPMorgan Chase & Co. (JPM)	0.5	$4.6M	-5%	14k	330.83	View chart
Caterpillar (CAT)	0.5	$4.5M	-3%	5.6k	810.78	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.5	$4.5M	-2%	23k	195.75	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$4.5M	+4%	164k	27.47	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.5	$4.3M	NEW	27k	162.75	View chart
Ge Vernova (GEV)	0.5	$4.1M	-2%	4.3k	950.49	View chart
Valero Energy Corporation (VLO)	0.5	$4.0M		10k	387.61	View chart
Sprott Asset Management Physical Silver (PSLV)	0.4	$3.7M	-4%	192k	19.37	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$3.7M	+7%	16k	233.32	View chart
Applied Materials (AMAT)	0.4	$3.5M		6.9k	511.37	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$3.5M	+4%	28k	125.26	View chart
Kla Corp Com New (KLAC)	0.4	$3.5M		18k	194.93	View chart
Fidelity Greenwood Street Tr Hedged Eqty Etf (FHEQ)	0.4	$3.4M	NEW	102k	33.66	View chart
Etf Ser Solutions Aam Trans Etf (TRFM)	0.4	$3.3M		56k	59.10	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.4	$3.1M	+4%	57k	54.95	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.4	$3.1M		30k	103.09	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.4	$3.1M	+507%	18k	168.42	View chart
Intel Corporation (INTC)	0.3	$3.1M		25k	120.23	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$2.9M		90k	32.63	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.3	$2.9M	+6%	3.1k	922.42	View chart
Merck & Co (MRK)	0.3	$2.8M	-9%	20k	145.31	View chart
Snowflake Com Shs (SNOW)	0.3	$2.8M	-3%	8.3k	339.56	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$2.8M		83k	34.02	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$2.8M	-5%	11k	264.91	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.3	$2.7M	+2%	13k	216.09	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$2.7M	+17%	28k	97.24	View chart
Johnson & Johnson (JNJ)	0.3	$2.6M	-50%	10k	264.73	View chart
Palo Alto Networks (PANW)	0.3	$2.6M		6.6k	397.31	View chart
Philip Morris International (PM)	0.3	$2.6M	-8%	13k	190.82	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$2.5M	+22%	25k	100.55	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$2.4M	+7%	111k	22.10	View chart
Uber Technologies (UBER)	0.3	$2.4M	-2%	36k	68.51	View chart
Digitalocean Hldgs (DOCN)	0.3	$2.4M	-15%	18k	133.39	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.3	$2.4M		1.3k	1811.67	View chart
Home Depot (HD)	0.3	$2.3M		8.0k	284.50	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.3	$2.3M		57k	39.44	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$2.2M	+19%	87k	25.13	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.2	$2.2M		13k	163.99	View chart
Corning Incorporated (GLW)	0.2	$2.1M	-17%	14k	153.76	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.2	$2.1M	+5%	32k	67.83	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.2	$2.1M	+10%	9.2k	231.26	View chart
Palantir Technologies Cl A (PLTR)	0.2	$2.1M	-7%	11k	187.05	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.2	$2.1M	+6%	14k	146.75	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.2	$2.0M		31k	65.86	View chart
Abbvie (ABBV)	0.2	$2.0M	-11%	7.8k	261.60	View chart
Western Digital (WDC)	0.2	$2.0M	-13%	4.4k	454.46	View chart
Truist Financial Corp equities (TFC)	0.2	$2.0M	-2%	43k	46.30	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$2.0M		6.6k	300.06	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	0.2	$1.9M	+2%	5.4k	351.86	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.2	$1.9M		62k	30.61	View chart
Cisco Systems (CSCO)	0.2	$1.9M		18k	107.63	View chart
Netflix (NFLX)	0.2	$1.9M	-16%	27k	69.58	View chart
Rex Etf Tr Drone Etf (DRNZ)	0.2	$1.9M	-9%	95k	19.87	View chart
Annaly Capital Management In Com New (NLY)	0.2	$1.9M	-4%	99k	18.89	View chart
Agnc Invt Corp Com reit (AGNC)	0.2	$1.8M	+4%	202k	9.07	View chart
Shell Spon Ads (SHEL)	0.2	$1.8M		19k	95.05	View chart
International Business Machines (IBM)	0.2	$1.8M		8.2k	219.92	View chart
Pfizer (PFE)	0.2	$1.8M	-24%	64k	28.52	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$1.8M	+36%	71k	25.39	View chart
Sk Hynix American Deposit (SKHY)	0.2	$1.8M	NEW	9.7k	184.15	View chart
Marvell Technology (MRVL)	0.2	$1.8M	-33%	6.7k	264.21	View chart
Eaton Corp SHS (ETN)	0.2	$1.8M		4.1k	429.71	View chart
Qualcomm (QCOM)	0.2	$1.7M		9.3k	184.03	View chart
Lithia Motors (LAD)	0.2	$1.7M	-7%	5.8k	291.83	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.7M	-6%	56k	30.00	View chart
Morgan Stanley Etf Trust Eato Vanc Bd Etf (EVTR)	0.2	$1.7M	+5%	35k	48.19	View chart
Arista Networks Com Shs (ANET)	0.2	$1.7M		8.2k	203.59	View chart
Procter & Gamble Company (PG)	0.2	$1.7M		12k	145.28	View chart
Columbia Finl Com Shs (CLBK)	0.2	$1.6M	NEW	145k	11.06	View chart
Applied Optoelectronics (AAOI)	0.2	$1.6M	-20%	16k	99.26	View chart
Lazard Active Etf Tr Next Gen Tec Etf (TEKY)	0.2	$1.6M		35k	46.32	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.6M	+2%	2.1k	765.92	View chart
Wal-Mart Stores (WMT)	0.2	$1.6M		15k	103.92	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.2	$1.6M	+15%	32k	50.19	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$1.6M		51k	31.27	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.2	$1.6M	+6%	18k	90.11	View chart
McKesson Corporation (MCK)	0.2	$1.5M		1.8k	854.00	View chart
Bank of America Corporation (BAC)	0.2	$1.5M		28k	54.43	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.5M	+6%	22k	70.61	View chart
salesforce (CRM)	0.2	$1.5M	-3%	6.7k	229.57	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$1.5M		42k	36.45	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$1.5M	+2%	6.8k	222.23	View chart
Parker-Hannifin Corporation (PH)	0.2	$1.5M	+6%	1.6k	955.32	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$1.5M	+52%	4.9k	304.62	View chart
Coca-Cola Company (KO)	0.2	$1.5M	-11%	17k	86.08	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.2	$1.5M		28k	53.40	View chart
Sandisk Corp (SNDK)	0.2	$1.5M	-14%	845.00	1739.89	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$1.4M	+3%	2.5k	568.74	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$1.4M	+20%	7.1k	193.75	View chart
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI)	0.2	$1.3M	+13%	27k	50.74	View chart
At&t (T)	0.2	$1.3M		55k	24.40	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.2	$1.3M		60k	22.04	View chart
Putnam Etf Trust Franklin Calif (FTCA)	0.2	$1.3M	+13%	193k	6.85	View chart
United Rentals (URI)	0.1	$1.3M	+2%	1.3k	1000.56	View chart
Centrus Energy Corp Cl A (LEU)	0.1	$1.3M	-2%	9.2k	139.49	View chart
Comcast Corp Cl A (CMCSA)	0.1	$1.2M	NEW	57k	21.76	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$1.2M		25k	49.74	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$1.2M		52k	23.86	View chart
Verizon Communications (VZ)	0.1	$1.2M	-13%	27k	45.87	View chart
Citizens Financial (CFG)	0.1	$1.2M		19k	63.76	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$1.2M	-10%	22k	54.10	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.1	$1.2M	+2%	6.7k	180.56	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.1	$1.2M	+2%	9.3k	129.04	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$1.2M	+5%	19k	61.50	View chart
Citigroup Com New (C)	0.1	$1.2M		9.1k	129.48	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$1.2M		7.1k	166.97	View chart
Ida (IDA)	0.1	$1.2M	-5%	9.0k	130.73	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$1.2M		22k	54.51	View chart
Dell Technologies CL C (DELL)	0.1	$1.2M		2.2k	537.95	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$1.1M		8.0k	142.26	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.1	$1.1M	+16%	13k	89.76	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.1M	-3%	6.0k	185.65	View chart
Duolingo Cl A Com (DUOL)	0.1	$1.1M	-2%	7.8k	142.40	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$1.1M	+9%	11k	102.18	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.1	$1.1M		37k	29.59	View chart
Dynex Cap (DX)	0.1	$1.1M	+5%	98k	11.14	View chart
W.W. Grainger (GWW)	0.1	$1.1M		874.00	1245.76	View chart
Sitime Corp (SITM)	0.1	$1.1M	-28%	1.7k	652.03	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$1.1M		11k	94.99	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.1M		12k	89.63	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$1.0M		12k	89.31	View chart
Liberty Media Corp Del Com Ser C (FWONK)	0.1	$1.0M	NEW	11k	92.40	View chart
Deere & Company (DE)	0.1	$1.0M	-4%	1.5k	671.71	View chart
General Motors Company (GM)	0.1	$1.0M	-6%	13k	77.00	View chart
Altria (MO)	0.1	$1.0M	-13%	15k	67.34	View chart
Lam Research Corp Com New (LRCX)	0.1	$1.0M		3.1k	328.51	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$1.0M	+39%	6.7k	150.85	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.1	$1.0M		3.5k	284.51	View chart
Fidelity Covington Trust Msci Matls Index (FMAT)	0.1	$1.0M		18k	55.74	View chart
General Dynamics Corporation (GD)	0.1	$1.0M	-40%	3.0k	331.79	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$997k	+36%	12k	84.96	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$986k		13k	77.78	View chart
Eastern Bankshares (EBC)	0.1	$963k		46k	20.93	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$951k		21k	44.78	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$916k	+26%	10k	91.64	View chart
Emerson Electric (EMR)	0.1	$904k		5.8k	155.10	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$903k	+6%	12k	77.21	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$899k	+91%	14k	64.59	View chart
Gilead Sciences (GILD)	0.1	$895k	-4%	6.0k	149.06	View chart
ConocoPhillips (COP)	0.1	$879k	+2%	7.0k	125.15	View chart
Proshares Tr Large Cap Cre (CSM)	0.1	$866k	-2%	10k	86.78	View chart
Texas Instruments Incorporated (TXN)	0.1	$862k	-61%	3.1k	280.09	View chart
FedEx Corporation (FDX)	0.1	$861k		3.0k	285.09	View chart
Ge Aerospace Com New (GE)	0.1	$850k		2.7k	312.30	View chart
Mastercard Incorporated Cl A (MA)	0.1	$840k	+8%	1.5k	551.50	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$828k		12k	70.15	View chart
Lockheed Martin Corporation (LMT)	0.1	$825k	+2%	1.6k	509.15	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$824k	-29%	17k	49.69	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$823k	+33%	7.3k	112.50	View chart
Southern Company (SO)	0.1	$815k	-6%	9.8k	82.89	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$802k	-4%	9.9k	81.20	View chart
Ishares Tr Morningstr Us Eq	0.1	$799k		7.6k	105.66	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$788k	-5%	46k	17.05	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.1	$781k	-19%	14k	55.55	View chart
Flexshares Tr Northern Tr Us Q (QLC)	0.1	$776k	+29%	8.5k	90.97	View chart
Dime Cmnty Bancshares (DCOM)	0.1	$772k		20k	39.42	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$768k	+331%	2.9k	264.75	View chart
Bank of New York Mellon Corporation (BNY)	0.1	$767k		5.3k	144.63	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$764k		3.7k	207.19	View chart
Oracle Corporation (ORCL)	0.1	$762k		5.6k	137.29	View chart
Bristol Myers Squibb (BMY)	0.1	$754k	-11%	12k	62.40	View chart
Goldman Sachs (GS)	0.1	$754k	-6%	837.00	900.40	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$750k	-18%	1.5k	508.56	View chart
Wells Fargo & Company (WFC)	0.1	$745k		9.3k	80.05	View chart
Tidal Trust Ii Roundhill Gener (CHAT)	0.1	$739k	-41%	8.0k	91.98	View chart
Marathon Petroleum Corp (MPC)	0.1	$733k		1.9k	395.42	View chart
Banco Santander Sa Adr (SAN)	0.1	$722k	NEW	52k	13.83	View chart
Vanguard World Health Car Etf (VHT)	0.1	$718k	+16%	2.3k	316.09	View chart
Invesco Exchange Traded Fd T Ai And Next Gen (IGPT)	0.1	$716k		7.0k	101.69	View chart
Trane Technologies SHS (TT)	0.1	$700k		1.5k	451.98	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$700k		6.7k	103.89	View chart
Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD)	0.1	$695k		68k	10.16	View chart
Ishares Tr Invt Grd Corp Bd (LQDW)	0.1	$693k	+7%	31k	22.73	View chart
Flexshares Tr Northern Tr Core (BNDC)	0.1	$692k		33k	21.07	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$690k	-16%	13k	53.17	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$690k		4.4k	155.18	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$689k	+4%	7.1k	96.88	View chart
TJX Companies (TJX)	0.1	$689k		5.2k	132.31	View chart
Morgan Stanley Com New (MS)	0.1	$684k		3.6k	188.08	View chart
Lowe's Companies (LOW)	0.1	$679k		3.7k	184.27	View chart
First Ban (FBNC)	0.1	$674k		11k	61.11	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$673k		9.7k	69.26	View chart
Virtus Allianzgi Artificial (AIO)	0.1	$672k	-10%	27k	24.87	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.1	$671k	+2%	8.6k	78.42	View chart
Servicenow (NOW)	0.1	$670k	-58%	5.0k	134.01	View chart
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE)	0.1	$666k	-4%	5.5k	120.11	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$665k	-5%	4.4k	152.08	View chart
Automatic Data Processing (ADP)	0.1	$661k	+3%	2.6k	258.10	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$657k		12k	53.75	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$650k	-2%	7.8k	82.97	View chart
McDonald's Corporation (MCD)	0.1	$650k	+12%	2.8k	230.94	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$647k	-9%	8.3k	78.10	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$646k	+8%	8.1k	79.72	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$636k	+67%	8.3k	76.40	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.1	$633k	-5%	6.2k	102.15	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$625k	-2%	2.0k	317.39	View chart
Flexshares Tr NRTHRN TR MRNGST (TLTD)	0.1	$624k	+23%	6.2k	101.03	View chart
Solaris Energy Infras Com Cl A (SEI)	0.1	$621k	-23%	8.7k	71.18	View chart
Macerich Company (MAC)	0.1	$615k		28k	22.36	View chart
Neos Etf Trust Russ 2000 Hi Etf (IWMI)	0.1	$613k	-13%	13k	48.97	View chart
Vanguard Wellesley Income Wellington U S (VUSG)	0.1	$613k	+101%	9.2k	66.78	View chart
Principal Exchange Traded Prin U S Small (PSC)	0.1	$611k	+13%	9.2k	66.73	View chart
Usa Compression Partners Com Unit Ltdpar (USAC)	0.1	$608k	-17%	24k	24.87	View chart
American Electric Power Company (AEP)	0.1	$607k	-12%	5.1k	118.64	View chart
Morgan Stanley Etf Trust Eato Van Mun Etf (EVYM)	0.1	$605k		13k	46.85	View chart
Cardinal Health (CAH)	0.1	$605k		2.7k	222.48	View chart
Johnson Controls Internation SHS (JCI)	0.1	$601k	-2%	4.0k	148.65	View chart
Republic Services (RSG)	0.1	$598k	-46%	2.9k	209.87	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$595k	-6%	5.9k	100.68	View chart
Flexshares Tr Northern Tr Mor (TILT)	0.1	$594k	+31%	2.1k	277.27	View chart
Pepsi (PEP)	0.1	$585k	-69%	4.6k	126.72	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$584k	+9%	15k	39.31	View chart
Apollo Global Mgmt (APO)	0.1	$583k		5.0k	116.06	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$577k		7.6k	75.39	View chart
Colgate-Palmolive Company (CL)	0.1	$574k		6.7k	85.33	View chart
Norfolk Southern (NSC)	0.1	$574k		1.9k	308.98	View chart
Clorox Company (CLX)	0.1	$570k	-3%	7.0k	81.01	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 Q3 filed Oct. 21, 2026
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

View all past filings

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