SeaCrest Wealth Management, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

SeaCrest Wealth Management, LLC, a prominent investment management firm, recently released its Q3 2023 and Q4 2023 13F Holdings Comparison. The report provides valuable insights into the changes in the firm's holdings during this period, unveiling interesting trends and potential investment opportunities.

In Q3 2023, SeaCrest Wealth Management, LLC maintained a strong position in several top-tier companies. Apple Inc. (AAPL) was one of the significant holdings, with 414,425 shares in Q3. However, the firm slightly reduced its position, with 402,522 shares in Q4. Despite the small decrease, the value of SeaCrest's holdings in Apple increased from $70,953,000 to $72,928,000, reflecting a 2.8% gain.

Another noteworthy holding for SeaCrest was Microsoft Corp (MSFT). In Q3, the firm held 90,547 shares, which experienced a marginal decline to 89,863 shares in Q4. Interestingly, the value of SeaCrest's investment in Microsoft saw a significant boost from $28,590,000 to $33,047,000, representing a substantial 15.6% increase.

SeaCrest also demonstrated a continued interest in Alphabet Inc (GOOGL) and its affiliate company, Alphabet Inc (GOOG). In Q3, SeaCrest held 189,617 shares of GOOGL, which decreased slightly to 185,244 shares in Q4. However, the value of the firm's investment in GOOGL remained relatively stable, with a modest 1.3% rise from $24,813,000 to $25,143,000. Similarly, SeaCrest's holdings in GOOG amounted to 128,551 shares in Q3, slightly dropping to 127,588 shares in Q4. The value of the firm's investment also experienced a slight increase of 3.4%, reaching $16,949,000 in Q4.

SeaCrest Wealth Management, LLC demonstrated a keen interest in the technology sector, as evidenced by its holdings in Nvidia Corporation (NVDA), Amazon.com Inc (AMZN), and Advanced Micro Devices Inc (AMD). SeaCrest held 43,264 shares of NVDA in Q3, which increased to 43,933 shares in Q4. The value of the investment in NVDA rose by 14.6%, reaching $21,569,000 in Q4.

Similarly, SeaCrest increased its holdings in AMZN from 110,327 shares in Q3 to 111,848 shares in Q4, reflecting a 15.8% increase. The value of the investment also surged from $14,024,000 to $16,244,000.

SeaCrest's interest in AMD was also evident, with the firm holding 34,556 shares in Q3. In Q4, SeaCrest further increased its position to 35,253 shares, witnessing a significant 37.5% increase. The value of SeaCrest's investment in AMD also experienced a substantial rise, growing from $3,553,000 to $4,885,000.

Furthermore, SeaCrest Wealth Management, LLC exhibited a diverse portfolio by including companies outside the technology sector. One of these holdings was Eli Lilly & Co (LLY), a renowned pharmaceutical company. SeaCrest held 19,237 shares of LLY in Q3, which increased to 20,302 shares in Q4, representing a 21.5% gain. The value of the investment in LLY also surged from $10,332,000 to $12,557,000.

It is worth mentioning SeaCrest's position in Chevron Corp (CVX), a leading energy company. In Q3, SeaCrest held 62,866 shares, which slightly decreased to 62,413 shares in Q4. The value of the investment, however, experienced a notable decline from $10,600,000 to $9,386,000, reflecting an 11.4% decrease.

SeaCrest's Q3 and Q4 13F Holdings Comparison provides valuable insights into the firm's investment strategy and the changes in its holdings during this period. The firm's continued interest in technology stocks and its diversification into other sectors demonstrate its commitment to seeking profitable investment opportunities. Investors can use this information to gauge market trends and potentially identify investment opportunities aligned with SeaCrest Wealth Management, LLC's holdings.

Overall, SeaCrest Wealth Management, LLC's Q3 and Q4 13F Holdings Comparison portrays a dynamic and adaptive investment approach, positioning the firm for potential growth and success in the ever-changing market.