📊13F filing for Q4 2017
SEACREST WEALTH MANAGEMENT, LLC Top Holdings
HTTP://WWW.SEACRESTWM.COM
Seacrest Wealth Management is based out of Purchase. Seacrest Wealth Management is a large advisory firm with More than 100 clients and discretionary assets under management (AUM) of $598,626,856 (Form ADV from 2017-04-05). Their last reported 13F filing for Q4 2017 included $795,555,000 in managed 13F securities and a top 10 holdings concentration of 15.11%. Seacrest Wealth Management’s largest holding is Apple Inc with shares held of 122,906.
12/31/2017
Top Buys
Name% Change
AAPL Apple Inc 2.614%
SCHF Schwab Internationa… 1.745%
SCHP Schwab U.S. TIPS ETF 1.666%
MSFT Microsoft Corp. 1.642%
VZ Verizon Communications 1.48%
https://whalewisdom.com/filer/seacrest-wealth-management-llc
COLUMBUS MACRO, LLC Top Holdings
HTTP://WWW.COLUMBUSMACRO.COM
Columbus Macro is based out of Scottsdale. Columbus Macro is a large advisory firm with 1-10 clients and discretionary assets under management (AUM) of $559,550,103 (Form ADV from 2017-09-27). Their last reported 13F filing for Q4 2017 included $320,140,000 in managed 13F securities and a top 10 holdings concentration of 36.7%. Columbus Macro’s largest holding is SPDR S&P International Dividend ETF with shares held of 632,091.
12/31/2017
Top Buys
Name% Change
DWX SPDR S&P Internatio… 8.136%
VTI Vanguard Total Stoc… 4.044%
VFH Vanguard Financials… 3.598%
PGX PowerShares Preferr… 3.598%
CWB SPDR Barclays Capit… 3.308%