Seacrest Wealth Management, LLC Top Holdings and 13F Report (2025)

About Seacrest Wealth Management, LLC

Investment Activity

Seacrest Wealth Management, LLC has $951.24 million in total holdings as of December 31, 2024.
Seacrest Wealth Management, LLC owns shares of 655 different stocks, but just 198 companies or ETFs make up 80% of its holdings.
Approximately 8.99% of the portfolio was purchased this quarter.
About 5.99% of the portfolio was sold this quarter.
This quarter, Seacrest Wealth Management, LLC has purchased 651 new stocks and bought additional shares in 299 stocks.
Seacrest Wealth Management, LLC sold shares of 241 stocks and completely divested from 58 stocks this quarter.

Largest Holdings

Apple: $88,339,721
NVIDIA: $52,239,408
Alphabet: $35,066,628
Microsoft: $30,999,371
Alphabet: $23,013,081

Largest New Holdings this Quarter

LAM RESEARCH CORP: $2,574,566 Holding
ARISTA NETWORKS INC: $1,905,869 Holding
Principal U.S. Mega-Cap ETF: $1,471,695 Holding
BLACKROCK INC: $975,905 Holding
CELESTICA INC: $945,706 Holding

Largest Purchases this Quarter

Schwab U.S. Large-Cap Growth ETF: 385,135 shares (about $10.73M)
Schwab US Broad Market ETF: 166,467 shares (about $3.78M)
Schwab U.S. Large-Cap Value ETF: 113,778 shares (about $2.97M)
LAM RESEARCH CORP: 35,644 shares (about $2.57M)
PALANTIR TECHNOLOGIES INC: 31,641 shares (about $2.39M)

Largest Sales this Quarter

NVIDIA: 20,072 shares (about $2.70M)
KLA: 4,219 shares (about $2.66M)
First Trust Dow Jones Internet Index Fund: 9,101 shares (about $2.21M)
iShares Biotechnology ETF: 6,980 shares (about $922.95K)
MicroStrategy: 3,142 shares (about $909.99K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$88,339,721	$163,274 ▲	0.2%	352,766	9.3%	Computer and Technology
NVDA NVIDIA	$52,239,408	$2,695,472 ▼	-4.9%	389,004	5.5%	Computer and Technology
GOOGL Alphabet	$35,066,628	$369,702 ▲	1.1%	185,244	3.7%	Computer and Technology
MSFT Microsoft	$30,999,371	$809,284 ▼	-2.5%	73,545	3.3%	Computer and Technology
GOOG Alphabet	$23,013,081	$596,837 ▼	-2.5%	120,842	2.4%	Computer and Technology
AMZN Amazon.com	$21,982,165	$21,720 ▼	-0.1%	100,197	2.3%	Retail/Wholesale
AVGO Broadcom	$19,213,343	$357,499 ▼	-1.8%	82,873	2.0%	Computer and Technology
QQQ Invesco QQQ	$14,794,335	$489,753 ▲	3.4%	28,939	1.6%	Finance
SCHG Schwab U.S. Large-Cap Growth ETF	$14,217,675	$10,733,705 ▲	308.1%	510,143	1.5%	ETF
META Meta Platforms	$13,249,136	$1,042,810 ▲	8.5%	22,628	1.4%	Computer and Technology
BRK.B Berkshire Hathaway	$13,013,669	$122,386 ▲	0.9%	28,710	1.4%	Finance
LLY Eli Lilly and Company	$12,787,327	$87,235 ▼	-0.7%	16,564	1.3%	Medical
FDN First Trust Dow Jones Internet Index Fund	$10,550,417	$2,213,090 ▼	-17.3%	43,387	1.1%	ETF
V Visa	$9,943,334	$142,219 ▼	-1.4%	31,462	1.0%	Business Services
SPY SPDR S&P 500 ETF Trust	$9,877,696	$62,710 ▲	0.6%	16,854	1.0%	Finance
COST Costco Wholesale	$9,459,019	$48,564 ▲	0.5%	10,323	1.0%	Retail/Wholesale
TSLA Tesla	$8,662,772	$1,249,077 ▲	16.8%	21,451	0.9%	Auto/Tires/Trucks
VOO Vanguard S&P 500 ETF	$7,467,445	$373,399 ▲	5.3%	13,859	0.8%	ETF
JEPI JPMorgan Equity Premium Income ETF	$7,198,238	$1,102,279 ▲	18.1%	125,121	0.8%	ETF
JPM JPMorgan Chase & Co.	$6,637,954	$114,819 ▼	-1.7%	27,692	0.7%	Finance
WMT Walmart	$5,969,255	$972,981 ▲	19.5%	66,068	0.6%	Retail/Wholesale
CVX Chevron	$5,678,736	$15,063 ▼	-0.3%	39,207	0.6%	Oils/Energy
SCHB Schwab US Broad Market ETF	$5,660,026	$3,778,806 ▲	200.9%	249,340	0.6%	ETF
HD Home Depot	$5,474,766	$443,069 ▲	8.8%	14,074	0.6%	Retail/Wholesale
PALANTIR TECHNOLOGIES INC	$4,801,295	$2,393,009 ▲	99.4%	63,484	0.5%	CL A
VTI Vanguard Total Stock Market ETF	$4,659,281	$435,295 ▲	10.3%	16,077	0.5%	ETF
VGT Vanguard Information Technology ETF	$4,634,958	$179,703 ▲	4.0%	7,454	0.5%	ETF
SCHV Schwab U.S. Large-Cap Value ETF	$4,536,436	$2,966,189 ▲	188.9%	174,010	0.5%	ETF
PG Procter & Gamble	$4,318,504	$180,224 ▲	4.4%	25,759	0.5%	Consumer Staples
AMGN Amgen	$4,247,969	$804,085 ▼	-15.9%	16,298	0.4%	Medical
TSM Taiwan Semiconductor Manufacturing	$4,199,822	$101,115 ▼	-2.4%	21,266	0.4%	Computer and Technology
PEP PepsiCo	$3,993,001	$18,856 ▼	-0.5%	26,259	0.4%	Consumer Staples
CRM Salesforce	$3,984,680	$93,616 ▲	2.4%	11,918	0.4%	Computer and Technology
XOM Exxon Mobil	$3,683,055	$369,069 ▼	-9.1%	34,239	0.4%	Oils/Energy
JNJ Johnson & Johnson	$3,628,150	$54,089 ▲	1.5%	25,087	0.4%	Medical
ABBV AbbVie	$3,622,229	$335,852 ▼	-8.5%	20,384	0.4%	Medical
GLD SPDR Gold Shares	$3,614,759	$367,553 ▲	11.3%	14,929	0.4%	Finance
AMD Advanced Micro Devices	$3,557,990	$459,002 ▼	-11.4%	29,456	0.4%	Computer and Technology
CAT Caterpillar	$3,494,197	$10,883 ▲	0.3%	9,632	0.4%	Industrial Products
NFLX Netflix	$3,409,299	$16,935 ▲	0.5%	3,825	0.4%	Consumer Discretionary
MRK Merck & Co., Inc.	$3,394,217	$348,773 ▼	-9.3%	34,120	0.4%	Medical
VIG Vanguard Dividend Appreciation ETF	$3,319,551	$7,050 ▲	0.2%	16,951	0.3%	ETF
MLPX Global X MLP & Energy Infrastructure ETF	$3,294,040	$12,596 ▼	-0.4%	54,393	0.3%	ETF
SCHF Schwab International Equity ETF	$3,282,233	$1,565,803 ▲	91.2%	177,418	0.3%	ETF
SCHD Schwab US Dividend Equity ETF	$3,277,272	$2,193,053 ▲	202.3%	119,959	0.3%	ETF
IWF iShares Russell 1000 Growth ETF	$3,250,353	$274,678 ▼	-7.8%	8,094	0.3%	ETF
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$3,142,399	$528,112 ▲	20.2%	55,736	0.3%	ETF
WM Waste Management	$3,096,675	$6,054 ▲	0.2%	15,346	0.3%	Business Services
NOW ServiceNow	$3,033,003	$257,609 ▼	-7.8%	2,861	0.3%	Computer and Technology
VTV Vanguard Value ETF	$2,851,038	$55,023 ▲	2.0%	16,840	0.3%	ETF
UBER Uber Technologies	$2,807,836	$29,798 ▼	-1.1%	46,549	0.3%	Computer and Technology
PM Philip Morris International	$2,718,201	$16,488 ▲	0.6%	22,586	0.3%	Consumer Staples
T AT&T	$2,673,698	$106,176 ▲	4.1%	117,422	0.3%	Computer and Technology
XAR SPDR S&P Aerospace & Defense ETF	$2,669,049	$171,624 ▼	-6.0%	16,096	0.3%	ETF
MO Altria Group	$2,650,654	$316,880 ▲	13.6%	50,691	0.3%	Consumer Staples
IBM International Business Machines	$2,646,073	$854,692 ▼	-24.4%	12,037	0.3%	Computer and Technology
SCHA Schwab US Small-Cap ETF	$2,636,781	$1,293,694 ▲	96.3%	101,964	0.3%	ETF
ETN Eaton	$2,614,804	$737,415 ▲	39.3%	7,879	0.3%	Industrial Products
QCOM QUALCOMM	$2,608,401	$21,660 ▲	0.8%	16,980	0.3%	Computer and Technology
LAM RESEARCH CORP	$2,574,566	$2,574,566 ▲	New Holding	35,644	0.3%	COM NEW
SCHM Schwab U.S. Mid-Cap ETF	$2,554,070	$1,714,453 ▲	204.2%	92,171	0.3%	ETF
VRT Vertiv	$2,483,310	$648,946 ▲	35.4%	21,858	0.3%	Computer and Technology
LAD Lithia Motors	$2,481,994	$2,145 ▼	-0.1%	6,944	0.3%	Retail/Wholesale
PANW Palo Alto Networks	$2,477,567	$1,258,253 ▲	103.2%	13,616	0.3%	Computer and Technology
XLU Utilities Select Sector SPDR Fund	$2,444,251	$174,995 ▼	-6.7%	32,293	0.3%	ETF
HON Honeywell International	$2,410,720	$28,462 ▼	-1.2%	10,672	0.3%	Multi-Sector Conglomerates
ORCL Oracle	$2,376,777	$142,477 ▼	-5.7%	14,263	0.2%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$2,342,082	$113,698 ▲	5.1%	10,073	0.2%	ETF
GE General Electric	$2,341,276	$257,529 ▼	-9.9%	14,037	0.2%	Transportation
SFST Southern First Bancshares	$2,337,539	$495,047 ▼	-17.5%	58,806	0.2%	Finance
VBR Vanguard Small-Cap Value ETF	$2,309,873	$94,337 ▲	4.3%	11,655	0.2%	ETF
PVAL Putnam Focused Large Cap Value ETF	$2,305,327	$1,161,851 ▲	101.6%	62,105	0.2%	ETF
FSK FS KKR Capital	$2,298,035	$81,537 ▼	-3.4%	105,803	0.2%	Finance
GE VERNOVA INC	$2,280,801	$725,291 ▼	-24.1%	6,934	0.2%	COM
ASML ASML	$2,240,728	$628,624 ▲	39.0%	3,233	0.2%	Computer and Technology
VO Vanguard Mid-Cap ETF	$2,160,085	$179,611 ▲	9.1%	8,178	0.2%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$2,155,326	$306,735 ▼	-12.5%	27,404	0.2%	ETF
VZ Verizon Communications	$2,109,800	$128,368 ▼	-5.7%	52,758	0.2%	Computer and Technology
VXF Vanguard Extended Market ETF	$2,102,129	$37,996 ▲	1.8%	11,065	0.2%	ETF
SMH VanEck Semiconductor ETF	$2,089,781	$13,562 ▼	-0.6%	8,629	0.2%	Manufacturing
VUG Vanguard Growth ETF	$2,088,861	$238,070 ▲	12.9%	5,089	0.2%	ETF
IVV iShares Core S&P 500 ETF	$2,075,294	$29,437 ▼	-1.4%	3,525	0.2%	ETF
TFC Truist Financial	$2,046,409	$23,989 ▼	-1.2%	47,174	0.2%	Finance
CIBR First Trust Nasdaq Cybersecurity ETF	$2,038,169	$125,442 ▼	-5.8%	32,122	0.2%	Manufacturing
MS Morgan Stanley	$2,034,878	$18,481 ▲	0.9%	16,186	0.2%	Finance
ISHARES BITCOIN TRUST ETF	$2,028,420	$260,635 ▲	14.7%	38,236	0.2%	SHS BEN INT
VEA Vanguard FTSE Developed Markets ETF	$1,961,662	$5,595 ▲	0.3%	41,022	0.2%	ETF
ARISTA NETWORKS INC	$1,905,869	$1,905,869 ▲	New Holding	17,243	0.2%	COM SHS
RSPT Invesco S&P 500 Equal Weight Technology ETF	$1,899,934	$2,432 ▼	-0.1%	50,773	0.2%	ETF
CSCO Cisco Systems	$1,879,229	$10,538 ▲	0.6%	31,744	0.2%	Computer and Technology
LMT Lockheed Martin	$1,863,810	$93,312 ▲	5.3%	3,835	0.2%	Aerospace
TXN Texas Instruments	$1,836,733	$11,251 ▼	-0.6%	9,795	0.2%	Computer and Technology
ARCC Ares Capital	$1,825,595	$32,419 ▼	-1.7%	83,399	0.2%	Finance
KO Coca-Cola	$1,791,030	$23,659 ▼	-1.3%	28,767	0.2%	Consumer Staples
BX Blackstone	$1,780,112	$160,527 ▼	-8.3%	10,324	0.2%	Finance
PFE Pfizer	$1,740,110	$177,884 ▼	-9.3%	65,590	0.2%	Medical
SHEL Shell	$1,737,239	$151,928 ▼	-8.0%	27,729	0.2%	Oils/Energy
BAC Bank of America	$1,735,758	$739,721 ▼	-29.9%	39,494	0.2%	Finance
LOW Lowe's Companies	$1,728,962	$6,910 ▲	0.4%	7,006	0.2%	Retail/Wholesale
TRFM AAM Transformers ETF	$1,714,996	$598,144 ▲	53.6%	45,187	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Seacrest Wealth Management, LLC Top Holdings and 13F Report (2025)

About Seacrest Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Seacrest Wealth Management, LLC Top Holdings and 13F Report (2025)

About Seacrest Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSeacrest Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools