Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SEACREST WEALTH MANAGEMENT LLC | 04-18-2024 | 03-31-2024 | 603 | 817,994,767 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $61,654,709 | 359,545 | 0.01 | 0.01 | -42,977 | -10.68 | 03-31-2024 |
| NVIDIA CORPORATION | COM | 2 | $34,663,093 | 38,363 | 0.00 | 0.00 | -5,570 | -12.68 | 03-31-2024 |
| MICROSOFT CORP | COM | 3 | $31,055,304 | 73,815 | 0.00 | 0.00 | -16,048 | -17.86 | 03-31-2024 |
| ALPHABET INC | CAP STK CL A | 4 | $27,646,301 | 183,173 | 0.00 | 0.00 | -2,071 | -1.12 | 03-31-2024 |
