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Seacrest Wealth Management, Llc

Portfolio Manager
SeaCrest Wealth Management, LLC
Performance
-8.46% (2026 Q1)
AUM (13F)
$935.01M
# of Holdings
635
Performance Rank
Allocation (Top 20)
40.48%

Seacrest Wealth Management, Llc Holdings Map

Top 50 Seacrest Wealth Management, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
7.98%294.0K$74.6M
-0.76%(-2.25K)
2025-Q1: 349.4K shares2025-Q2: 318.3K shares2025-Q3: 297.6K shares2025-Q4: 296.2K shares2026-Q1: 294.0K shares
$45.38(+526.20%)
2026-03-31
GOOGL
ALPHABET INC
5.37%174.5K$50.2M
-2.36%(-4.22K)
2025-Q1: 185.1K shares2025-Q2: 181.4K shares2025-Q3: 178.2K shares2025-Q4: 178.7K shares2026-Q1: 174.5K shares
$65.23(+495.51%)
2026-03-31
GOOG
ALPHABET INC
3.59%117.0K$33.6M
-0.02%(-20)
2025-Q1: 117.4K shares2025-Q2: 117.2K shares2025-Q3: 117.7K shares2025-Q4: 117.0K shares2026-Q1: 117.0K shares
$67.21(+471.77%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.54%189.5K$33.1M
-4.13%(-8.16K)
2025-Q1: 358.8K shares2025-Q2: 328.0K shares2025-Q3: 204.7K shares2025-Q4: 197.7K shares2026-Q1: 189.5K shares
$17.50(+1022.78%)
2026-03-31
MSFT
MICROSOFT CORP
2.08%52.6K$19.5M
-5.35%(-2.97K)
2025-Q1: 72.6K shares2025-Q2: 65.5K shares2025-Q3: 57.6K shares2025-Q4: 55.6K shares2026-Q1: 52.6K shares
$120.13(+242.44%)
2026-03-31
AVGO
BROADCOM INC
1.85%55.9K$17.3M
-13.63%(-8.82K)
2025-Q1: 78.8K shares2025-Q2: 75.6K shares2025-Q3: 67.0K shares2025-Q4: 64.7K shares2026-Q1: 55.9K shares
$52.01(+721.61%)
2026-03-31
AMZN
AMAZON COM INC
1.84%82.7K$17.2M
-0.05%(-39)
2025-Q1: 99.3K shares2025-Q2: 90.7K shares2025-Q3: 83.0K shares2025-Q4: 82.8K shares2026-Q1: 82.7K shares
$88.18(+210.21%)
2026-03-31
QQQ
INVESCO QQQ TR
1.68%27.2K$15.7M
+1.60%(+427)
2025-Q1: 30.2K shares2025-Q2: 33.0K shares2025-Q3: 27.3K shares2025-Q4: 26.7K shares2026-Q1: 27.2K shares
$331.88(+105.38%)
2026-03-31
SCHG
SCHWAB STRATEGIC TR
1.67%537.3K$15.7M
-1.27%(-6.91K)
2025-Q1: 486.1K shares2025-Q2: 516.3K shares2025-Q3: 530.3K shares2025-Q4: 544.2K shares2026-Q1: 537.3K shares
$15.50(+114.31%)
2026-03-31
LLY
ELI LILLY & CO
1.36%13.8K$12.7M
-1.17%(-163)
2025-Q1: 16.0K shares2025-Q2: 14.1K shares2025-Q3: 13.9K shares2025-Q4: 13.9K shares2026-Q1: 13.8K shares
$174.10(+468.00%)
2026-03-31

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