SEC 13F Intelligence

Managers / Q1 2019 · view latest →

SeaCrest Wealth Management, LLC

CIK 0001728121 · 3000 WESTCHESTER AVENUE, SUITE 206, PURCHASE, NY, 10577 · (914) 502-1900

Reported Value
$583M
Q1 2019
Positions
2,222
Filings on Record
31
2019–present window
Filed
May 10, 2019
original filing

Summary

Seacrest Wealth Management, Llc reported $583M in U.S.-listed holdings across 2,222 positions for Q1 2019.

Its largest position, AAPL, represents 4.8% of the portfolio.

Compared with Q4 2018, the fund opened 100 new positions and exited 125.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $485MQ4 ’18Q1 ’19: $583MQ2 ’19: $491MQ3 ’19: $534MQ4 ’19: $597MQ4 ’19Q1 ’20: $465MQ2 ’20: $579MQ3 ’20: $624MQ4 ’20: $711MQ4 ’20Q1 ’21: $755MQ2 ’21: $829MQ3 ’21: $829MQ4 ’21: $912MQ4 ’21Q1 ’22: $871MQ2 ’22: $794MQ3 ’22: $659MQ4 ’22: $697.2BQ4 ’22Q1 ’23: $738MQ2 ’23: $792MQ3 ’23: $770MQ4 ’23: $810MQ4 ’23Q1 ’24: $818MQ2 ’24: $879MQ3 ’24: $929MQ4 ’24: $951MQ4 ’24Q1 ’25: $883MQ2 ’25: $921MQ3 ’25: $948MQ4 ’25: $988MQ4 ’25Q1 ’26: $935MQ2 ’26: $903Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2019

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2026$903M550Jul 9, 202613F-HRchanges · EDGAR ↗
Q1 2026$935M635Apr 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$988M632Jan 12, 202613F-HRchanges · EDGAR ↗
Q3 2025$948M628Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$921M617Jul 11, 202513F-HRchanges · EDGAR ↗
Q1 2025$883M657Apr 11, 202513F-HRchanges · EDGAR ↗
Q4 2024$951M655Jan 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$929M651Oct 16, 202413F-HRchanges · EDGAR ↗
Q2 2024$879M613Jul 22, 202413F-HRchanges · EDGAR ↗
Q1 2024$818M603Apr 18, 202413F-HRchanges · EDGAR ↗
Q4 2023$810M620Jan 18, 202413F-HRchanges · EDGAR ↗
Q3 2023$770M621Oct 12, 202313F-HRchanges · EDGAR ↗
Q2 2023$792M629Jul 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$738M630May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$697.2B634Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$659M621Nov 15, 202213F-HRchanges · EDGAR ↗
Q2 2022$794M1,625Aug 9, 202213F-HRchanges · EDGAR ↗
Q1 2022$871M708May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$912M705Feb 11, 202213F-HRchanges · EDGAR ↗
Q3 2021$829M675Nov 16, 202113F-HRchanges · EDGAR ↗
Q2 2021$829M691Aug 12, 202113F-HRchanges · EDGAR ↗
Q1 2021$755M659May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$711M621Feb 9, 202113F-HRchanges · EDGAR ↗
Q3 2020$624M581Nov 12, 202013F-HRchanges · EDGAR ↗
Q2 2020$579M551Jul 27, 202013F-HRchanges · EDGAR ↗
Q1 2020$465M510May 13, 202013F-HRchanges · EDGAR ↗
Q4 2019$597M555Jan 22, 202013F-HRchanges · EDGAR ↗
Q3 2019$534M544Oct 15, 201913F-HRchanges · EDGAR ↗
Q2 2019$491M516Jul 19, 201913F-HRchanges · EDGAR ↗
Q1 2019$583M2,222May 10, 201913F-HRchanges · EDGAR ↗
Q4 2018$485M2,252Feb 13, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.