SeaCrest Wealth Management, LLC
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
25 quarters · across all stocks
Holdings in JRI
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $298,016 | 24,229 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $342,236 | 25,322 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $370,031 | 26,149 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $335,262 | 25,008 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $311,676 | 24,255 | Shares | Sole | 2025-04-11 | |
| No 13F history on record for this holder in this stock. | ||||||