SeaCrest Wealth Management, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
Ava Hoppe | 23 July, 2023
SeaCrest Wealth Management, LLC, a renowned investment firm, recently released their Q1 2023 and Q2 2023 13F holdings comparison. This report showcased the changes in holdings for various funds during this period, providing valuable insights into the investment strategies of SeaCrest Wealth Management.
In this report, significant changes were observed in the holdings of various funds managed by SeaCrest. Let's take a closer look at some of the notable changes:
1. Apple Inc (AAPL):
- Q1 2023 (Shares): 418,062
- Q2 2023 (Shares): 419,602
- Q1 2023 Value ($000): $68,938
- Q2 2023 Value ($000): $81,390
- Change: 18.1%
2. Microsoft Corp (MSFT):
- Q1 2023 (Shares): 90,989
- Q2 2023 (Shares): 91,088
- Q1 2023 Value ($000): $26,232
- Q2 2023 Value ($000): $31,019
- Change: 18.2%
3. Alphabet Inc (GOOGL):
- Q1 2023 (Shares): 185,326
- Q2 2023 (Shares): 189,572
- Q1 2023 Value ($000): $19,223
- Q2 2023 Value ($000): $22,691
- Change: 18%
4. NVIDIA Corporation (NVDA):
- Q1 2023 (Shares): 44,242
- Q2 2023 (Shares): 40,596
- Q1 2023 Value ($000): $12,289
- Q2 2023 Value ($000): $17,172
- Change: 39.7%
5. Amazon.com Inc (AMZN):
- Q1 2023 (Shares): 103,716
- Q2 2023 (Shares): 112,434
- Q1 2023 Value ($000): $10,712
- Q2 2023 Value ($000): $14,656
- Change: 36.8%
These are just a few examples of the changes observed in the holdings of various funds managed by SeaCrest Wealth Management. The report provides a comprehensive overview of the changes in shares and their corresponding values for each issuer.
It is important to note that 13F filings are required by institutional investment managers who manage assets worth $100 million or more. These filings provide transparency and enable investors to gain insights into the investment decisions made by these managers.
The Q1 2023 vs. Q2 2023 13F holdings comparison by SeaCrest Wealth Management offers valuable information to investors and analysts alike. It allows them to understand the evolving investment strategies of this esteemed investment firm.
Please note that the numbers provided in this article are fictional and have been created for illustrative purposes only.
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