Universe · entity
SeaCrest Wealth Management, LLC
Institutional manager (13F) · CIK 1728121
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $517M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $75M | 293,952 |
| 2 | ALPHABET INC | $50M | 174,476 |
| 3 | ALPHABET INC | $34M | 116,995 |
| 4 | NVIDIA CORPORATION | $33M | 189,533 |
| 5 | MICROSOFT CORP | $19M | 52,624 |
| 6 | BROADCOM INC | $17M | 55,851 |
| 7 | AMAZON COM INC | $17M | 82,721 |
| 8 | INVESCO QQQ TR | $16M | 27,155 |
| 9 | SCHWAB STRATEGIC TR | $16M | 537,292 |
| 10 | ELI LILLY & CO | $13M | 13,787 |
| 11 | META PLATFORMS INC | $12M | 20,638 |
| 12 | BERKSHIRE HATHAWAY INC DEL | $11M | 23,327 |
| 13 | VANGUARD INDEX FDS | $10M | 16,686 |
| 14 | STATE STR SPDR S&P 500 ETF T | $10M | 14,822 |
| 15 | COSTCO WHOLESALE CORPORATION | $9M | 9,196 |
| 16 | SPDR GOLD TR | $8M | 18,518 |
| 17 | J P MORGAN EXCHANGE TRADED F | $8M | 137,320 |
| 18 | VISA INC | $8M | 25,388 |
| 19 | FIRST TR EXCHANGE-TRADED FD | $7M | 31,565 |
| 20 | TAIWAN SEMICONDUCTOR MANUFAC | $6M | 19,156 |
| 21 | JPMORGAN CHASE & CO | $6M | 20,677 |
| 22 | GE VERNOVA INC | $6M | 6,882 |
| 23 | VANGUARD WORLD FD | $6M | 8,418 |
| 24 | TESLA INC | $6M | 15,564 |
| 25 | CHEVRON CORPORATION | $6M | 27,875 |
| 26 | JOHNSON & JOHNSON | $6M | 22,889 |
| 27 | VANGUARD INDEX FDS | $5M | 17,120 |
| 28 | SPROTT ASSET MANAGEMENT LP | $5M | 217,563 |
| 29 | CATERPILLAR INC | $5M | 7,481 |
| 30 | EXXON MOBIL CORP | $5M | 30,876 |
| 31 | AMGEN INC | $5M | 14,480 |
| 32 | SCHWAB STRATEGIC TR | $5M | 202,262 |
| 33 | PUTNAM ETF TRUST | $5M | 108,681 |
| 34 | WISDOMTREE TR | $5M | 55,880 |
| 35 | NETFLIX INC. | $4M | 46,070 |
| 36 | SCHWAB STRATEGIC TR | $4M | 144,246 |
| 37 | MERCK & CO INC | $4M | 34,568 |
| 38 | LAM RESEARCH CORP | $4M | 19,446 |
| 39 | GLOBAL X FDS | $4M | 54,316 |
| 40 | PALANTIR TECHNOLOGIES INC | $4M | 26,832 |
| 41 | HOME DEPOT INC | $4M | 11,874 |
| 42 | SCHWAB STRATEGIC TR | $4M | 126,410 |
| 43 | J P MORGAN EXCHANGE TRADED F | $4M | 69,635 |
| 44 | VANGUARD SPECIALIZED FUNDS | $4M | 17,668 |
| 45 | PEPSICO INC | $4M | 23,603 |
| 46 | SCHWAB STRATEGIC TR | $4M | 147,759 |
| 47 | VANGUARD INDEX FDS | $4M | 12,635 |
| 48 | INNOVATOR ETFS TRUST | $4M | 96,537 |
| 49 | WASTE MGMT INC DEL | $3M | 14,615 |
| 50 | WALMART INC | $3M | 26,148 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.