SW

SeaCrest Wealth Management, LLC

13F
SeaCrest Wealth Management, LLC
Last update 2025-07-11 617 Stocks (52 new)
Value $921.00 Mil Turnover 6 %
Countries:
Top Holdings: AAPL(7.09%)NVDA(5.63%)MSFT(3.54%)GOOGL(3.47%)AVGO(2.26%)
Summary Stock Picks Current Portfolio
SeaCrest Wealth Management, LL... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
318,283
65,302.2
-8.91%
7.090
-0.78%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
NVDA
NVIDIA Corp
327,978
51,817.2
-8.59%
5.630
-0.38%
0.000
+69.89%
+28.41%
4,204,658.7
Semiconductors
MSFT
Microsoft Corp
65,455
32,558.2
-9.81%
3.540
-0.30%
0.000
+38.94%
+21.47%
3,790,969.0
Software
GOOGL
Alphabet Inc
181,412
31,970.2
-2.02%
3.470
-0.07%
0.000
+22.57%
-2.01%
2,250,461.0
Interactive Media
AVGO
Broadcom Inc
75,627
20,846.7
-4.06%
2.260
-0.06%
0.000
+66.10%
+22.87%
1,332,681.5
Semiconductors
GOOG
Alphabet Inc
117,229
20,795.3
-0.13%
2.260
0%
0.000
+21.39%
-2.13%
2,250,461.0
Interactive Media
AMZN
Amazon.com Inc
90,653
19,888.5
-8.70%
2.160
-0.19%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
QQQ
INVESCO QQQ Trust
32,980
18,193.0
+9.15%
1.980
+0.17%
0.010
+26.52%
+10.07%
357,775.2
 
META
Meta Platforms Inc
22,948
16,937.9
+1.25%
1.840
+0.02%
0.000
+40.55%
+20.48%
1,770,790.4
Interactive Media
SCHG
Schwab U.S. Large-Cap Growth ETF
516,338
15,082.2
+6.23%
1.640
+0.10%
0.030
+25.66%
+6.92%
45,305.9
 

SeaCrest Wealth Management, LLC's Historical Top Holdings Breakdowns

SeaCrest Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAPL
Apple Inc
2025-06-30
Reduce
Reduce
-0.78%
●
172.42 ($202.27) 223.89
$211.18
4.41%
Reduce -8.91%
318,283
-31,115
UJUN
Innovator U.S. Equity Ultra Buffer ETF - June
Innovator U.S. Equity Ultra Buffer ETF - June
2025-06-30
New Buy
New Buy
+0.41%
●
30.77 ($33.78) 35.62
$35.79
5.95%
New holding
104,756
104,756
NVDA
NVIDIA Corp
2025-06-30
Reduce
Reduce
-0.38%
●
94.31 ($125.57) 157.99
$172.41
37.30%
Reduce -8.59%
327,978
-30,827
NMAY
Innovator Growth-100 Power Buffer ETF - May
Innovator Growth-100 Power Buffer ETF - May
2025-06-30
New Buy
New Buy
+0.34%
●
24.71 ($25.63) 26.36
$26.55
3.61%
New holding
119,985
119,985
MSFT
Microsoft Corp
2025-06-30
Reduce
Reduce
-0.30%
●
354.56 ($433.34) 497.45
$510.05
17.70%
Reduce -9.81%
65,455
-7,116
PCY
Invesco Emerging Markets Sovereign Debt ETF
Invesco Emerging Markets Sovereign Debt ETF
2025-06-30
Add
Add
+0.29%
●
18.96 ($19.79) 20.43
$20.34
2.78%
Add 254.47%
186,670
134,008
CVX
Chevron Corp
2025-06-30
Reduce
Reduce
-0.25%
●
133.73 ($141.39) 168.51
$150.04
6.12%
Reduce -34.62%
24,980
-13,229
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
2025-06-30
Add
Add
+0.25%
●
71.28 ($79.35) 83.74
$84.89
6.98%
Add 126.29%
49,221
27,470
KMAY
Innovator U.S. Small Cap Power Buffer ETF - May
Innovator U.S. Small Cap Power Buffer ETF - May
2025-06-30
New Buy
New Buy
+0.20%
●
24.85 ($25.65) 26.25
$26.48
3.25%
New holding
71,813
71,813
AMZN
Amazon.com Inc
2025-06-30
Reduce
Reduce
-0.19%
●
167.32 ($197.77) 223.3
$226.13
14.34%
Reduce -8.7%
90,653
-8,642

SeaCrest Wealth Management, LLC Total Holding History ($B)

To

SeaCrest Wealth Management, LLC's Asset Allocation

To

SeaCrest Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SeaCrest Wealth Management, LLC's Hypothetical Growth since 2025-06-30

SeaCrest Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

SeaCrest Wealth Management, LLC's Holdings Heat Map

Size field:

SeaCrest Wealth Management, LLC's Holdings Bubble Chart

SeaCrest Wealth Management, LLC News

  • 1

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