SeaCrest Wealth Management, LLC
Top Portfolio Positions
359 positions ·
$630,191,839 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
296,205 | $80,526,291 | 12.78% |
| GOOGL |
Alphabet Inc.
Communication Services
|
178,693 | $55,930,909 | 8.88% |
| NVDA |
Nvidia Corp
Technology
|
197,695 | $36,870,117 | 5.85% |
| MSFT |
Microsoft Corp
Technology
|
55,598 | $26,888,304 | 4.27% |
| AVGO |
Broadcom Inc.
Technology
|
64,667 | $22,381,248 | 3.55% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
82,760 | $19,102,663 | 3.03% |
| QQQ |
Invesco Qqq Trust, Series 1
|
26,728 | $16,419,277 | 2.61% |
| LLY |
ELI LILLY & Co
Healthcare
|
13,950 | $14,991,787 | 2.38% |
| META |
Meta Platforms, Inc.
Communication Services
|
21,075 | $13,911,396 | 2.21% |
| SPY |
Spdr S&P 500 Etf Trust
|
15,397 | $10,499,522 | 1.67% |
Portfolio Trend
Holdings in BMEZ
Export CSVShares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $434,207 | 28,851 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $411,647 | 28,547 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $382,168 | 26,800 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $365,869 | 24,555 | Shares | Sole | 2025-04-11 | |
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