SeaCrest Wealth Management, LLC
CIK
1728121
City
PURCHASE
State / Country
NY
Top Portfolio Positions
387 positions ·
$612,277,383 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
293,952 | $74,602,078 | 12.18% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
174,476 | $50,172,318 | 8.19% | |
| NVDA |
Nvidia Corp
Technology
|
189,533 | $33,054,555 | 5.40% | |
| MSFT |
Microsoft Corp
Technology
|
52,624 | $19,479,826 | 3.18% | |
| AVGO |
Broadcom Inc.
Technology
|
55,851 | $17,286,443 | 2.82% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
82,721 | $17,228,302 | 2.81% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
27,155 | $15,673,322 | 2.56% | |
| LLY |
ELI LILLY & Co
Healthcare
|
13,787 | $12,680,868 | 2.07% | |
| META |
Meta Platforms, Inc.
Communication Services
|
20,638 | $11,807,618 | 1.93% | |
| SPY |
Spdr S&P 500 ETF Trust
|
14,822 | $9,639,339 | 1.57% |
Portfolio Trend
Holdings in DMO
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $336,260 | 31,280 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $358,034 | 32,372 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $397,308 | 33,900 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $403,524 | 33,796 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $414,326 | 35,053 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $389,671 | 33,023 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $325,153 | 27,164 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $267,923 | 22,458 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $248,825 | 21,249 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $219,188 | 19,623 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $208,523 | 19,470 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $219,111 | 20,710 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $207,401 | 19,847 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $194,581 | 18,067 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $180,993 | 16,291 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $194,658 | 16,666 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $234,309 | 17,525 | Shares | Sole | 2022-05-16 | |
| No 13F history on record for this holder in this stock. | ||||||