Seacrest Wealth Management, LLC
CIK Number: 0001728121
883.37M
Market Value
602
# of Holdings
16 months
Avg. Holding Period
37.25%
Win Rate
17.29%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 196.25 | -1.48% | 352.77K | +0.19% | 88.34M | 47.66 | 9.29% |
| 2 | NVDA | NVIDIA Corporat... | 141.91 | -2.13% | 389K | -4.91% | 52.24M | 18.79 | 5.49% |
| 3 | GOOGL | Alphabet Inc. | 174.62 | -0.61% | 185.24K | +1.07% | 35.07M | 67.36 | 3.69% |
| 4 | MSFT | Microsoft Corpo... | 474.94 | -0.82% | 73.55K | -2.54% | 31M | 125.3 | 3.26% |
| 5 | GOOG | Alphabet Inc. | 175.82 | -0.65% | 120.84K | -2.53% | 23.01M | 68.2 | 2.42% |
| 6 | AMZN | Amazon.com, Inc... | 212.00 | -0.58% | 100.2K | -0.1% | 21.98M | 90.77 | 2.31% |
| 7 | AVGO | Broadcom Inc. | 248.65 | -2.9% | 82.87K | -1.83% | 19.21M | 54.83 | 2.02% |
| 8 | QQQ | Invesco QQQ Tru... | 526.82 | -1.28% | 28.94K | +3.42% | 14.79M | 312.9 | 1.56% |
| 9 | SCHG | Schwab U.S. Lar... | 27.88 | -1.4% | 510.14K | +308.09% | 14.22M | 14.04 | 1.49% |
| 10 | META | Meta Platforms,... | 682.74 | -1.53% | 22.63K | +8.54% | 13.25M | 304.5 | 1.39% |
| 11 | BRK-B | Berkshire Hatha... | 487.18 | -0.64% | 28.71K | +0.95% | 13.01M | 340.94 | 1.37% |
| 12 | LLY | Eli Lilly and C... | 819.67 | +0.94% | 16.56K | -0.68% | 12.79M | 179.47 | 1.34% |
| 13 | FDN | First Trust Dow... | 254.05 | -1.56% | 43.39K | -17.34% | 10.55M | 154.95 | 1.11% |
| 14 | V | Visa Inc. | 352.88 | -4.99% | 31.46K | -1.41% | 9.94M | 212.82 | 1.05% |
| 15 | SPY | SPDR S&P 500 ET... | 596.88 | -1.14% | 16.85K | +0.64% | 9.88M | 335.88 | 1.04% |
| 16 | COST | Costco Wholesal... | 990.08 | -1.26% | 10.32K | +0.52% | 9.46M | 347.62 | 0.99% |
| 17 | TSLA | Tesla, Inc. | 325.34 | +1.95% | 21.45K | +16.85% | 8.66M | 212.71 | 0.91% |
| 18 | VOO | Vanguard 500 In... | 548.74 | -1.12% | 13.86K | +5.26% | 7.47M | 387.32 | 0.79% |
| 19 | JEPI | JPMorgan Equity... | 56.01 | -0.76% | 125.12K | +18.08% | 7.2M | 55.83 | 0.76% |
| 20 | JPM | JPMorgan Chase ... | 264.99 | -1.21% | 27.69K | -1.7% | 6.64M | 120.16 | 0.70% |
| 21 | WMT | Walmart Inc. | 94.42 | -0.43% | 66.07K | +19.47% | 5.97M | 52.55 | 0.63% |
| 22 | CVX | Chevron Corpora... | 145.87 | +0.62% | 39.21K | -0.26% | 5.68M | 124.67 | 0.60% |
| 23 | SCHB | Schwab U.S. Bro... | 23.00 | -1.22% | 249.34K | +200.87% | 5.66M | 11.9 | 0.59% |
| 24 | HD | The Home Depot,... | 354.54 | -2.37% | 14.07K | +8.81% | 5.47M | 218.18 | 0.58% |
| 25 | PLTR | Palantir Techno... | 137.34 | +1.59% | 63.48K | +99.37% | 4.8M | 48.33 | 0.50% |
| 26 | VTI | Vanguard Total ... | 293.55 | -1.19% | 16.08K | +10.31% | 4.66M | 182.17 | 0.49% |
| 27 | VGT | Vanguard Inform... | 623.31 | -1.65% | 7.45K | +4.03% | 4.63M | 387.23 | 0.49% |
| 28 | SCHV | Schwab U.S. Lar... | 27.09 | -0.84% | 174.01K | +188.90% | 4.54M | 18.25 | 0.48% |
| 29 | PG | The Procter & G... | 160.25 | -1.79% | 25.76K | +4.36% | 4.32M | 100.16 | 0.45% |
| 30 | AMGN | Amgen Inc. | 295.15 | -0.72% | 16.3K | -15.92% | 4.25M | 209.67 | 0.45% |
| 31 | TSM | Taiwan Semicond... | 211.10 | -2.01% | 21.27K | -2.35% | 4.2M | 123.28 | 0.44% |
| 32 | PEP | PepsiCo, Inc. | 130.80 | -1.13% | 26.26K | -0.47% | 3.99M | 144.15 | 0.42% |
| 33 | CRM | Salesforce, Inc... | 258.38 | -3.2% | 11.92K | +2.41% | 3.98M | 171 | 0.42% |
| 34 | XOM | Exxon Mobil Cor... | 112.12 | +2.18% | 34.24K | -9.11% | 3.68M | 84.19 | 0.39% |
| 35 | JNJ | Johnson & Johns... | 157.04 | +0.24% | 25.09K | +1.51% | 3.63M | 144.34 | 0.38% |
| 36 | ABBV | AbbVie Inc. | 190.93 | -0.77% | 20.38K | -8.49% | 3.62M | 102.73 | 0.38% |
| 37 | GLD | SPDR Gold Share... | 316.28 | +1.31% | 14.93K | +11.32% | 3.61M | 177.17 | 0.38% |
| 38 | AMD | Advanced Micro ... | 116.17 | -1.96% | 29.46K | -11.43% | 3.56M | 49.89 | 0.37% |
| 39 | CAT | Caterpillar Inc... | 356.91 | -1.12% | 9.63K | +0.31% | 3.49M | 194.33 | 0.37% |
| 40 | NFLX | Netflix, Inc. | 1212.27 | -0.23% | 3.83K | +0.50% | 3.41M | 393.33 | 0.36% |
| 41 | MRK | Merck & Co., In... | 81.72 | -0.12% | 34.12K | -9.32% | 3.39M | 68.5 | 0.36% |
| 42 | VIG | Vanguard Divide... | 200.24 | -1.18% | 16.95K | +0.21% | 3.32M | 134.2 | 0.35% |
| 43 | MLPX | Global X MLP & ... | 62.57 | +0.55% | 54.39K | -0.38% | 3.29M | 34.55 | 0.35% |
| 44 | SCHF | Schwab Internat... | 21.80 | -1.2% | 177.42K | +91.22% | 3.28M | 16.81 | 0.34% |
| 45 | SCHD | Schwab U.S. Div... | 26.90 | -0.43% | 119.96K | +202.27% | 3.28M | 20.68 | 0.34% |
| 46 | IWF | iShares Russell... | 405.56 | -1.27% | 8.09K | -7.79% | 3.25M | 261.49 | 0.34% |
| 47 | JEPQ | JPMorgan Nasdaq... | 52.58 | -0.88% | 55.74K | +20.20% | 3.14M | 54.35 | 0.33% |
| 48 | WM | Waste Managemen... | 236.43 | -0.3% | 15.35K | +0.20% | 3.1M | 140.31 | 0.33% |
| 49 | NOW | ServiceNow, Inc... | 987.99 | -1.92% | 2.86K | -7.83% | 3.03M | 504.62 | 0.32% |
| 50 | VTV | Vanguard Value ... | 173.34 | -0.81% | 16.84K | +1.97% | 2.85M | 147.84 | 0.30% |
| 51 | UBER | Uber Technologi... | 83.89 | -2.02% | 46.55K | -1.05% | 2.81M | 52.52 | 0.30% |
| 52 | PM | Philip Morris I... | 184.25 | +0.08% | 22.59K | +0.61% | 2.72M | 98.88 | 0.29% |
| 53 | T | AT&T Inc. | 28.17 | -0.34% | 117.42K | +4.14% | 2.67M | 26.11 | 0.28% |
| 54 | XAR | SPDR S&P Aerosp... | 197.60 | -0.42% | 16.1K | -6.04% | 2.67M | 118.65 | 0.28% |
| 55 | MO | Altria Group, I... | 59.80 | -0.19% | 50.69K | +13.58% | 2.65M | 59.98 | 0.28% |
| 56 | IBM | International B... | 277.18 | -1.37% | 12.04K | -24.41% | 2.65M | 139.4 | 0.28% |
| 57 | SCHA | Schwab U.S. Sma... | 24.49 | -1.76% | 101.96K | +96.32% | 2.64M | 17.56 | 0.28% |
| 58 | ETN | Eaton Corporati... | 323.58 | -2.05% | 7.88K | +39.28% | 2.61M | 179.48 | 0.27% |
| 59 | QCOM | QUALCOMM Incorp... | 154.78 | -2.47% | 16.98K | +0.84% | 2.61M | 83.4 | 0.27% |
| 60 | LRCX | Lam Research Co... | 89.55 | -2.3% | 35.64K | +100.00% | 2.57M | 72.23 | 0.27% |
| 61 | SCHM | Schwab U.S. Mid... | 27.14 | -1.49% | 92.17K | +204.19% | 2.55M | 19.26 | 0.27% |
| 62 | VRT | Vertiv Holdings... | 110.97 | -3.08% | 21.86K | +35.38% | 2.48M | 79.28 | 0.26% |
| 63 | LAD | Lithia Motors, ... | 323.62 | -1.65% | 6.94K | -0.09% | 2.48M | 193.84 | 0.26% |
| 64 | PANW | Palo Alto Netwo... | 196.25 | -0.72% | 13.62K | +103.19% | 2.48M | 108.91 | 0.26% |
| 65 | XLU | Utilities Selec... | 81.42 | -0.58% | 32.29K | -6.68% | 2.44M | 76.87 | 0.26% |
| 66 | HON | Honeywell Inter... | 224.31 | -0.77% | 10.67K | -1.17% | 2.41M | 168.81 | 0.25% |
| 67 | ORCL | Oracle Corporat... | 215.30 | +7.73% | 14.26K | -5.66% | 2.38M | 70.2 | 0.25% |
| 68 | XLK | Technology Sele... | 239.10 | -1.43% | 10.07K | +5.10% | 2.34M | 144.79 | 0.25% |
| 69 | GE | General Electri... | 236.50 | -1.45% | 14.04K | -9.91% | 2.34M | 54.68 | 0.25% |
| 70 | SFST | Southern First ... | 35.75 | -3.04% | 58.81K | -17.48% | 2.34M | 34.2 | 0.25% |
| 71 | VBR | Vanguard Small ... | 189.42 | -1.54% | 11.65K | +4.26% | 2.31M | 167.95 | 0.24% |
| 72 | PVAL | Putnam Focused ... | 39.07 | -0.76% | 62.1K | +101.61% | 2.31M | 37.53 | 0.24% |
| 73 | FSK | FS KKR Capital ... | 21.14 | -1.12% | 105.8K | -3.43% | 2.3M | 20.18 | 0.24% |
| 74 | GEV | GE Vernova Inc. | 478.05 | -1.97% | 6.93K | -24.13% | 2.28M | 167.52 | 0.24% |
| 75 | ASML | ASML Holding N.... | 761.38 | -3.16% | 3.23K | +38.99% | 2.24M | 883.11 | 0.24% |
| 76 | VO | Vanguard Mid Ca... | 271.09 | -1.17% | 8.18K | +9.07% | 2.16M | 221.04 | 0.23% |
| 77 | HYG | iShares iBoxx $... | 79.35 | -0.31% | 27.4K | -12.46% | 2.16M | 79.75 | 0.23% |
| 78 | VZ | Verizon Communi... | 43.01 | -0.35% | 52.76K | -5.74% | 2.11M | 50.56 | 0.22% |
| 79 | VXF | Vanguard Extend... | 185.35 | -1.64% | 11.06K | +1.84% | 2.1M | 160.07 | 0.22% |
| 80 | SMH | VanEck Semicond... | 256.93 | -2.36% | 8.63K | -0.64% | 2.09M | 199.09 | 0.22% |
| 81 | VUG | Vanguard Growth... | 418.25 | -1.39% | 5.09K | +12.86% | 2.09M | 280.29 | 0.22% |
| 82 | IVV | iShares Core S&... | 599.72 | -1.12% | 3.52K | -1.4% | 2.08M | 379.82 | 0.22% |
| 83 | TFC | Truist Financia... | 38.97 | -2.43% | 47.17K | -1.16% | 2.05M | 47.24 | 0.22% |
| 84 | CIBR | First Trust NAS... | 72.41 | -0.96% | 32.12K | -5.8% | 2.04M | 48.28 | 0.21% |
| 85 | MS | Morgan Stanley | 129.52 | -1.82% | 16.19K | +0.92% | 2.03M | 64.8 | 0.21% |
| 86 | IBIT | iShares Bitcoin... | 59.73 | -1.59% | 38.24K | +14.74% | 2.03M | 41.18 | 0.21% |
| 87 | VEA | Vanguard Develo... | 56.17 | -1.21% | 41.02K | +0.29% | 1.96M | 46.04 | 0.21% |
| 88 | ANET | Arista Networks... | 92.31 | -3.62% | 17.24K | +100.00% | 1.91M | 110.53 | 0.20% |
| 89 | RYT | Invesco S&P 500... | 282.01 | +0.36% | 50.77K | -0.13% | 1.9M | 43.75 | 0.20% |
| 90 | CSCO | Cisco Systems, ... | 64.10 | -1.54% | 31.74K | +0.56% | 1.88M | 43.58 | 0.20% |
| 91 | LMT | Lockheed Martin... | 486.25 | +3.62% | 3.83K | +5.27% | 1.86M | 344.35 | 0.20% |
| 92 | TXN | Texas Instrumen... | 195.06 | -2.31% | 9.79K | -0.61% | 1.84M | 125.92 | 0.19% |
| 93 | ARCC | Ares Capital Co... | 21.52 | -3.39% | 83.4K | -1.74% | 1.83M | 18.18 | 0.19% |
| 94 | KO | The Coca-Cola C... | 70.99 | -1.73% | 28.77K | -1.3% | 1.79M | 49.08 | 0.19% |
| 95 | BX | Blackstone Inc. | 136.37 | -3.14% | 10.32K | -8.27% | 1.78M | 69.66 | 0.19% |
| 96 | PFE | Pfizer Inc. | 24.52 | -1.29% | 65.59K | -9.27% | 1.74M | 38.27 | 0.18% |
| 97 | SHEL | Shell plc | 72.56 | +1.57% | 27.73K | -8.04% | 1.74M | 54.2 | 0.18% |
| 98 | BAC | Bank of America... | 44.08 | -1.21% | 39.49K | -29.88% | 1.74M | 29.31 | 0.18% |
| 99 | LOW | Lowe's Companie... | 217.24 | -2.8% | 7.01K | +0.40% | 1.73M | 115.38 | 0.18% |
| 100 | TRFM | AAM Transformer... | 40.32 | -1.83% | 45.19K | +53.56% | 1.71M | 33.51 | 0.18% |
| 101 | DGRW | WisdomTree U.S.... | 81.94 | -0.94% | 21.12K | +5.40% | 1.71M | 70.08 | 0.18% |
| 102 | RTX | RTX Corporation | 145.67 | +3.33% | 14.69K | +16.65% | 1.7M | 81.2 | 0.18% |
| 103 | COP | ConocoPhillips | 96.95 | +2.39% | 17.08K | +0.68% | 1.69M | 76.12 | 0.18% |
| 104 | SCHZ | Schwab U.S. Agg... | 22.93 | -0.39% | 74.05K | +88.92% | 1.68M | 26.27 | 0.18% |
| 105 | VB | Vanguard Small ... | 229.60 | -1.65% | 6.95K | +2.29% | 1.67M | 212.82 | 0.18% |
| 106 | OBDC | Blue Owl Capita... | 14.59 | -1.05% | 109.68K | +18.85% | 1.66M | 14.83 | 0.17% |
| 107 | LQD | iShares iBoxx $... | 107.79 | -0.6% | 15.32K | -5.86% | 1.64M | 126.54 | 0.17% |
| 108 | SCHX | Schwab U.S. Lar... | 23.61 | -1.21% | 70.58K | +164.37% | 1.64M | 11.01 | 0.17% |
| 109 | UNH | UnitedHealth Gr... | 313.40 | -1.6% | 3.22K | +2.25% | 1.63M | 336.7 | 0.17% |
| 110 | GD | General Dynamic... | 282.99 | +1.09% | 6.15K | -2.92% | 1.62M | 207.88 | 0.17% |
| 111 | NOBL | ProShares S&P 5... | 99.79 | -1.29% | 16.26K | -2.72% | 1.62M | 75.05 | 0.17% |
| 112 | ABT | Abbott Laborato... | 135.57 | -0.64% | 14.1K | +0.70% | 1.6M | 84.71 | 0.17% |
| 113 | PHO | Invesco Water R... | 68.37 | -1.5% | 23.83K | -5.13% | 1.57M | 51.65 | 0.16% |
| 114 | GRID | First Trust NAS... | 133.37 | -1.05% | 13.13K | +18.31% | 1.57M | 126.03 | 0.16% |
| 115 | CRWD | CrowdStrike Hol... | 480.68 | -0.22% | 4.5K | +13.84% | 1.54M | 244 | 0.16% |
| 116 | WFC | Wells Fargo & C... | 72.38 | -2.2% | 21.62K | +18.04% | 1.52M | 54.38 | 0.16% |
| 117 | DBEF | Xtrackers MSCI ... | 44.87 | -1.08% | 36.45K | +12.49% | 1.51M | 38.37 | 0.16% |
| 118 | AMAT | Applied Materia... | 170.59 | -2.52% | 9.26K | -27.44% | 1.51M | 118.55 | 0.16% |
| 119 | SCHP | Schwab U.S. TIP... | 26.34 | -0.13% | 57.95K | +96.36% | 1.5M | 27.39 | 0.16% |
| 120 | MA | Mastercard Inco... | 561.81 | -4.66% | 2.83K | -0.07% | 1.49M | 266.01 | 0.16% |
| 121 | SNOW | Snowflake Inc. | 208.25 | -1.43% | 9.59K | +7.23% | 1.48M | 232.55 | 0.16% |
| 122 | TJX | The TJX Compani... | 123.95 | -0.41% | 12.19K | -5.02% | 1.47M | 65.51 | 0.15% |
| 123 | USMC | Principal U.S. ... | 60.69 | -1.16% | 24.52K | +100.00% | 1.47M | 60.03 | 0.15% |
| 124 | VV | Vanguard Large ... | 275.41 | -1.11% | 5.34K | -6.37% | 1.44M | 184.34 | 0.15% |
| 125 | SCHR | Schwab Intermed... | 24.73 | -0.18% | 59.08K | +81.60% | 1.43M | 26.16 | 0.15% |
| 126 | IYW | iShares U.S. Te... | 163.30 | -1.47% | 8.95K | +16.76% | 1.43M | 106.51 | 0.15% |
| 127 | WBS | Webster Financi... | 51.95 | -2.54% | 25.74K | -0.41% | 1.42M | 56.09 | 0.15% |
| 128 | SO | The Southern Co... | 90.34 | -0.02% | 17.09K | +3.82% | 1.41M | 57.62 | 0.15% |
| 129 | MCK | McKesson Corpor... | 727.95 | -0.39% | 2.43K | -1.54% | 1.39M | 267.06 | 0.15% |
| 130 | EMR | Emerson Electri... | 125.47 | -0.98% | 11.09K | +6.24% | 1.37M | 73.74 | 0.14% |
| 131 | BMY | Bristol-Myers S... | 49.73 | -1.89% | 24.1K | +13.82% | 1.36M | 57.21 | 0.14% |
| 132 | KLAC | KLA Corporation | 867.60 | -0.85% | 2.14K | -66.39% | 1.35M | 460.12 | 0.14% |
| 133 | MINT | PIMCO Enhanced ... | 100.33 | +0.05% | 13.39K | +25.20% | 1.34M | 100.17 | 0.14% |
| 134 | CRDO | Credo Technolog... | 73.46 | -1.18% | 19.98K | +63.00% | 1.34M | 45.11 | 0.14% |
| 135 | IJR | iShares Core S&... | 106.31 | -1.93% | 11.53K | -7.71% | 1.33M | 110.72 | 0.14% |
| 136 | SCHH | Schwab U.S. REI... | 21.29 | -0.95% | 62.87K | -5.43% | 1.32M | 20.17 | 0.14% |
| 137 | ORLY | O'Reilly Automo... | 89.91 | -1.25% | 1.12K | +1.18% | 1.32M | 640.33 | 0.14% |
| 138 | MCD | McDonald's Corp... | 301.85 | -0.43% | 4.55K | +1.07% | 1.32M | 196.18 | 0.14% |
| 139 | VLO | Valero Energy C... | 134.14 | +0.48% | 10.73K | -5.57% | 1.32M | 95.24 | 0.14% |
| 140 | RACE | Ferrari N.V. | 463.01 | -2.04% | 3.08K | -6.94% | 1.31M | 281.63 | 0.14% |
| 141 | XLF | Financial Selec... | 49.96 | -2.04% | 26.53K | -11.23% | 1.28M | 33.67 | 0.13% |
| 142 | GEHC | GE HealthCare T... | 72.25 | -1.18% | 16.11K | -6.21% | 1.26M | 78.5 | 0.13% |
| 143 | CFG | Citizens Financ... | 40.31 | -2.09% | 28.73K | +0.86% | 1.26M | 35.7 | 0.13% |
| 144 | ADBE | Adobe Inc. | 391.76 | -5.3% | 2.81K | -3.33% | 1.25M | 283.11 | 0.13% |
| 145 | SPSB | SPDR Portfolio ... | 30.01 | -0.03% | 41.87K | -0.02% | 1.25M | 31.24 | 0.13% |
| 146 | GS | The Goldman Sac... | 613.30 | -1.89% | 2.16K | +14.04% | 1.24M | 324.28 | 0.13% |
| 147 | SKYY | First Trust Clo... | 115.55 | -1.75% | 10.37K | +2.16% | 1.24M | 84.76 | 0.13% |
| 148 | DVN | Devon Energy Co... | 35.09 | +2.21% | 37.17K | -1.92% | 1.22M | 50.73 | 0.13% |
| 149 | GBTC | Grayscale Bitco... | 82.86 | -1.58% | 16.34K | +287.87% | 1.21M | 70.97 | 0.13% |
| 150 | FDX | FedEx Corporati... | 224.41 | -0.26% | 4.28K | -4.25% | 1.2M | 222.81 | 0.13% |