Universe · entity

SeaCrest Wealth Management, LLC

Institutional manager (13F) · CIK 1728121
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $517M
#IssuerValueShares
1APPLE INC$75M293,952
2ALPHABET INC$50M174,476
3ALPHABET INC$34M116,995
4NVIDIA CORPORATION$33M189,533
5MICROSOFT CORP$19M52,624
6BROADCOM INC$17M55,851
7AMAZON COM INC$17M82,721
8INVESCO QQQ TR$16M27,155
9SCHWAB STRATEGIC TR$16M537,292
10ELI LILLY & CO$13M13,787
11META PLATFORMS INC$12M20,638
12BERKSHIRE HATHAWAY INC DEL$11M23,327
13VANGUARD INDEX FDS$10M16,686
14STATE STR SPDR S&P 500 ETF T$10M14,822
15COSTCO WHOLESALE CORPORATION$9M9,196
16SPDR GOLD TR$8M18,518
17J P MORGAN EXCHANGE TRADED F$8M137,320
18VISA INC$8M25,388
19FIRST TR EXCHANGE-TRADED FD$7M31,565
20TAIWAN SEMICONDUCTOR MANUFAC$6M19,156
21JPMORGAN CHASE & CO$6M20,677
22GE VERNOVA INC$6M6,882
23VANGUARD WORLD FD$6M8,418
24TESLA INC$6M15,564
25CHEVRON CORPORATION$6M27,875
26JOHNSON & JOHNSON$6M22,889
27VANGUARD INDEX FDS$5M17,120
28SPROTT ASSET MANAGEMENT LP$5M217,563
29CATERPILLAR INC$5M7,481
30EXXON MOBIL CORP$5M30,876
31AMGEN INC$5M14,480
32SCHWAB STRATEGIC TR$5M202,262
33PUTNAM ETF TRUST$5M108,681
34WISDOMTREE TR$5M55,880
35NETFLIX INC.$4M46,070
36SCHWAB STRATEGIC TR$4M144,246
37MERCK & CO INC$4M34,568
38LAM RESEARCH CORP$4M19,446
39GLOBAL X FDS$4M54,316
40PALANTIR TECHNOLOGIES INC$4M26,832
41HOME DEPOT INC$4M11,874
42SCHWAB STRATEGIC TR$4M126,410
43J P MORGAN EXCHANGE TRADED F$4M69,635
44VANGUARD SPECIALIZED FUNDS$4M17,668
45PEPSICO INC$4M23,603
46SCHWAB STRATEGIC TR$4M147,759
47VANGUARD INDEX FDS$4M12,635
48INNOVATOR ETFS TRUST$4M96,537
49WASTE MGMT INC DEL$3M14,615
50WALMART INC$3M26,148
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.