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Ronald Lenihan

@Seacrest Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$951.237MTotal holdings655
Assets growth rate2.45%Assets growth rate (2-Q avg)4.06%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Seacrest Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 655 positions.

Assets under management

The assets under management (AUM) of Seacrest Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 951.237M in assets, with a quarterly growth rate of 2.45% and a 2-quarter average growth rate of 4.06%. The portfolio is managed by Ronald Lenihan, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia Corporation
Recent Activity
Decreased -4.9%
5.5%
$52.239M
389,004 shares@ $134.3 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -2.54%
3.26%
$30.999M
73,545 shares@ $421.51 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -2.52%
2.42%
$23.013M
120,842 shares@ $190.44 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.09%
2.32%
$21.982M
100,197 shares@ $219.39 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -1.82%
2.02%
$19.213M
82,873 shares@ $231.85 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -0.67%
1.35%
$12.787M
16,564 shares@ $772.0 avg price
FDNFirst Tr Exchange-traded Fd
Recent Activity
Decreased -17.33%
1.11%
$10.55M
43,387 shares@ $243.18 avg price
VVisa Inc
Recent Activity
Decreased -1.41%
1.05%
$9.943M
31,462 shares@ $316.05 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -1.7%
0.7%
$6.638M
27,692 shares@ $239.71 avg price
CVXChevron Corp New
Recent Activity
Decreased -0.26%
0.6%
$5.679M
39,207 shares@ $144.84 avg price