SeaCrest Wealth Management, LLC
Annual return '25
+21.8%
SPY '25
+17.7%
Alpha
+4.1ptsvs SPY
Invested
$935M
Holdings
639
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: Sold 14.2% (12.4k → 10.7k shares)
8.0%
02
$GOOGL
ALPHABET INC
Q1 2026: Sold 8.5% (7.8k → 7.1k shares)
5.4%
03
$GOOG
ALPHABET INC
Q1 2026: Sold 16.6% (8.3k → 6.9k shares)
3.6%
04
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 11.4% (13.5k → 12.0k shares)
3.5%
05
$MSFT
MICROSOFT CORP
Q1 2026: Sold 4.3% (7.5k → 7.2k shares)
2.1%
06
$AVGO
BROADCOM INC
Q1 2026: Sold 7.0% (1.7k → 1.6k shares)
1.8%
07
$AMZN
AMAZON COM INC
Q1 2026: Sold 10.7% (6.1k → 5.4k shares)
1.8%
08
$NDQ
INVESCO QQQ TR
Q4 2025: New position (10.7k shares)
1.7%
09
$SCHG
SCHWAB STRATEGIC TR
Held since at least Q1 2024
1.7%
10
$LLY
ELI LILLY & CO
Q4 2025: New position (238 shares)
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:15 UTC.