SeaCrest Wealth Management, LLC
Top Portfolio Positions
388 positions ·
$623,066,540 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
293,952 | $74,602,078 | 11.97% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
174,476 | $50,172,318 | 8.05% | |
| NVDA |
Nvidia Corp
Technology
|
189,533 | $33,054,555 | 5.31% | |
| MSFT |
Microsoft Corp
Technology
|
52,624 | $19,479,826 | 3.13% | |
| AVGO |
Broadcom Inc.
Technology
|
55,851 | $17,286,443 | 2.77% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
82,721 | $17,228,302 | 2.77% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
27,155 | $15,673,322 | 2.52% | |
| LLY |
ELI LILLY & Co
Healthcare
|
13,787 | $12,680,868 | 2.04% | |
| META |
Meta Platforms, Inc.
Communication Services
|
20,638 | $11,807,618 | 1.90% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
23,327 | $11,178,298 | 1.79% |
Portfolio Trend
25 quarters · across all stocks
Holdings in KIO
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $168,377 | 15,307 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $189,821 | 16,378 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $201,234 | 15,971 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $197,342 | 15,712 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $193,432 | 15,739 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $325,093 | 24,297 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $347,332 | 23,532 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $307,674 | 22,458 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $302,334 | 22,329 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $273,648 | 21,770 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $289,719 | 24,224 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $277,153 | 23,872 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $318,343 | 28,993 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $134,806 | 12,244 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $136,307 | 11,915 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $83,679 | 7,189 | Shares | Sole | 2022-08-09 | |
| 2020-12-31 | $204,559 | 14,176 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $309,945 | 22,908 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $303,466 | 24,632 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $269,911 | 25,320 | Shares | Sole | 2020-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||