Fund HoldingsSeaCrest Wealth Management, LLC

Total Portfolio Value
$920.82M
Total Bought
$89.72M
Total Sold
$152.86M
Net Transaction
-$63.14M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
NVIDIA CORPORATION(NVDA)0327,978+327,978051,8175.63%+51,817
BROADCOM INC(AVGO)075,627+75,627020,8472.26%+20,847
MICROSOFT CORP(MSFT)065,455+65,455032,5583.54%+32,558
INVESCO QQQ TR032,980+32,980018,1931.98%+18,193
META PLATFORMS INC(META)022,948+22,948016,9381.84%+16,938
INNOVATOR ETFS TRUST
US EQT ULTRA BF
0104,756+104,75603,7310.41%+3,731
PALANTIR TECHNOLOGIES INC(PLTR)057,150+57,15007,7910.85%+7,791
ALPHABET INC(GOOG)0181,412+181,412031,9703.47%+31,970
INNOVATOR ETFS TRUST
GROW 100 PWR BUF
0119,985+119,98503,1620.34%+3,162
SCHWAB STRATEGIC TR0516,338+516,338015,0821.64%+15,082
NETFLIX INC(NFLX)4,0554,934+8793,7816,6070.72%+2,826
INVESCO EXCH TRADED FD TR II0186,670+186,67003,8140.41%+3,814
ROCKET LAB CORP(RKLB)070,489+70,48902,5210.27%+2,521
ALPHABET INC(GOOG)0117,229+117,229020,7952.26%+20,795
WISDOMTREE TR(WT)049,221+49,22104,1220.45%+4,122
ROBINHOOD MKTS INC(HOOD)18,72233,533+14,8117793,1400.34%+2,360
INNOVATOR ETFS TRUST
US SM CA PWR MAY
071,813+71,81301,8850.20%+1,885
ISHARES BITCOIN TRUST ETF(IBIT)054,673+54,67303,3470.36%+3,347
ISHARES INC028,331+28,33101,7160.19%+1,716
TAIWAN SEMICONDUCTOR MFG LTD(TSM)021,991+21,99104,9810.54%+4,981
GE VERNOVA INC(GEV)07,107+7,10703,7610.41%+3,761
INNOVATOR ETFS TRUST
INTL DE PW JUNE
051,955+51,95501,4410.16%+1,441
CENTRUS ENERGY CORP(LEU)011,866+11,86602,1740.24%+2,174
NEBIUS GROUP N.V.(NBIS)033,893+33,89301,8750.20%+1,875
IDACORP INC(IDA)011,719+11,71901,3530.15%+1,353
LAZARD ACTIVE ETF TR
NEXT GEN TEC ETF
037,281+37,28101,2820.14%+1,282
VANGUARD WORLD FD
INF TECH ETF
08,264+8,26405,4810.60%+5,481
VANGUARD INDEX FDS014,939+14,93908,4860.92%+8,486
WORLD GOLD TR(GLDM)031,216+31,21602,0450.22%+2,045
ORACLE CORP(ORCL)012,992+12,99202,8410.31%+2,841
AMAZON COM INC(AMZN)090,653+90,653019,8882.16%+19,888
ETF SER SOLUTIONS
AAM TRANS ETF
053,856+53,85602,3260.25%+2,326
UBER TECHNOLOGIES INC(UBER)47,33646,498-8383,4494,3380.47%+889
GE AEROSPACE(GE)14,21514,478+2632,8453,7270.40%+881
SERVICENOW INC(NOW)03,156+3,15603,2450.35%+3,245
COREWEAVE INC(CRWV)05,198+5,19808480.09%+848
SPDR S&P 500 ETF TR(SPY)015,706+15,70609,7041.05%+9,704
ADVANCED MICRO DEVICES INC(AMD)019,727+19,72702,7990.30%+2,799
INNOVATOR ETFS TRUST
US EQT PWR BUF
020,186+20,18607530.08%+753
PUTNAM ETF TRUST76,35590,903+14,5482,9083,6570.40%+749
SNOWFLAKE INC(SNOW)09,536+9,53602,1340.23%+2,134
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
065,613+65,61303,5690.39%+3,569
TESLA INC(TSLA)017,609+17,60905,5940.61%+5,594
SELECT SECTOR SPDR TR
ST STR TECHN ETF
010,845+10,84502,7460.30%+2,746
ARISTA NETWORKS INC(ANET)018,932+18,93201,9370.21%+1,937
LAM RESEARCH CORP(LRCX)033,450+33,45003,2560.35%+3,256
SPOTIFY TECHNOLOGY S A(SPOT)2,5522,652+1001,4042,0350.22%+631
GRAYSCALE BITCOIN TRUST ETF(GBTC)020,293+20,29301,7210.19%+1,721
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
132,497143,891+11,3947,5718,1800.89%+609
SCHWAB STRATEGIC TR0241,166+241,16605,7470.62%+5,747
MERCADOLIBRE INC(MELI)284442+1585541,1550.13%+601
SPDR SERIES TRUST
ST STR SP AERO
015,107+15,10703,1870.35%+3,187
VISTA ENERGY S.A.B. DE C.V.(VIST)5,26616,960+11,6942458110.09%+566
COINBASE GLOBAL INC(COIN)01,568+1,56805500.06%+550
VANGUARD INDEX FDS07,225+7,22502,0610.22%+2,061
PARKER-HANNIFIN CORP(PH)01,913+1,91301,3360.15%+1,336
ISHARES TR017,308+17,30805180.06%+518
GOLDMAN SACHS ETF TR
S&P 500 PREMIUM
010,367+10,36705160.06%+516
ISHARES TR07,966+7,96603,3820.37%+3,382
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
05,994+5,99407710.08%+771
ISHARES TR
MSCI POLAND ETF
014,762+14,76204760.05%+476
VIRTUS ARTIFICIAL INTELLIGEN(AIO)035,600+35,60008840.10%+884
NEOS ETF TRUST
NEOS S&P 500 HI
09,336+9,33604700.05%+470
SANOFI(SNY)09,372+9,37204530.05%+453
BLACKSTONE LONG SHORT CR INC036,400+36,40004520.05%+452
BOOKING HOLDINGS INC(BKNG)075+7504340.05%+434
KLA CORP(KLAC)2,2512,187-641,5301,9590.21%+429
INTERNATIONAL BUSINESS MACHS(IBM)11,92911,484-4452,9663,3850.37%+419
ISHARES TR09,842+9,84201,7050.19%+1,705
VANGUARD INDEX FDS016,375+16,37504,9770.54%+4,977
VISTRA CORP(VST)04,974+4,97409640.10%+964
ISHARES TR012,422+12,42201,1100.12%+1,110
CATERPILLAR INC(CAT)09,283+9,28303,6040.39%+3,604
CAMECO CORP(CCJ)05,207+5,20703870.04%+387
UNITED RENTALS INC(URI)01,150+1,15008660.09%+866
NEOS ETF TRUST
RUSS 2000 HI ETF
08,400+8,40003820.04%+382
AXON ENTERPRISE INC(AXON)01,473+1,47301,2200.13%+1,220
NEOS ETF TRUST
NASDAQ 100 HIGH
013,190+13,19006860.07%+686
PFIZER INC(PFE)086,556+86,55602,0980.23%+2,098
APPLOVIN CORP(APP)02,499+2,49908750.10%+875
INNOVATOR ETFS TRUST
EQUITY DEFND 1YR
013,523+13,52303530.04%+353
INNOVATOR ETFS TRUST
US SM CA PW JUNE
013,575+13,57503510.04%+351
USA COMPRESSION PARTNERS LP(USAC)9,80024,400+14,6002645930.06%+329
C3 AI INC(AI)013,365+13,36503280.04%+328
CAPITAL ONE FINL CORP(COF)01,524+1,52403240.04%+324
VANGUARD INDEX FDS08,893+8,89302,4890.27%+2,489
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
01,412+1,41203210.03%+321
MICROSTRATEGY INC(MSTR)02,519+2,51901,0180.11%+1,018
LITHIA MTRS INC(LAD)06,873+6,87302,3220.25%+2,322
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
010,599+10,59901,2890.14%+1,289
VERTIV HOLDINGS CO(VRT)05,581+5,58107170.08%+717
ANNALY CAPITAL MANAGEMENT IN52,04171,981+19,9401,0571,3550.15%+298
GRANITESHARES ETF TR
2X LONG NVDA ETF
04,169+4,16902940.03%+294
BLUE OWL CAPITAL INC(OBDC)015,239+15,23902930.03%+293
QUANTUM COMPUTING INC(QUBT)25,69225,900+2082064970.05%+291
DBX ETF TR40,19946,321+6,1221,7412,0270.22%+286
TEXAS INSTRS INC(TXN)09,480+9,48001,9680.21%+1,968
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
029,821+29,82102,2540.24%+2,254
VANECK ETF TRUST
SEMICONDUCTR ETF
06,610+6,61001,8440.20%+1,844
EPR PPTYS(EPR)010,600+10,60002660.03%+266
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