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 |
|---|---|---|---|---|
| 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 PGZ
Shares Held
Position Value (USD)
13 of 13 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $178,323 | 18,556 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $193,162 | 19,297 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $203,237 | 19,430 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $201,258 | 19,131 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $206,451 | 19,606 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $236,576 | 23,945 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $259,713 | 23,251 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $219,075 | 21,457 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $217,642 | 21,069 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $164,581 | 17,416 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $127,106 | 14,076 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $123,982 | 13,106 | Shares | Sole | 2023-07-14 | |
| 2022-06-30 | $20,136 | 1,561 | Shares | Sole | 2022-08-09 | |
| No quarters match your search. | ||||||