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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
LRCXLam Research Corp
Recent Activity
New Position
0.28%
$2.575M
35,644 shares@ $72.23 avg price
ANETArista Networks Inc
Recent Activity
New Position
0.21%
$1.906M
17,243 shares@ $110.54 avg price
USMCPrincipal Exchange Traded Fd
Recent Activity
New Position
0.16%
$1.472M
24,516 shares@ $60.03 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.11%
$975,905
952 shares@ $1025.12 avg price
CLSCelestica Inc
Recent Activity
New Position
0.1%
$945,706
10,246 shares@ $92.31 avg price
SOUNSoundhound Ai Inc
Recent Activity
New Position
0.1%
$943,942
47,578 shares@ $19.84 avg price
APPApplovin Corp
Recent Activity
New Position
0.1%
$872,398
2,694 shares@ $323.83 avg price
RKLBRocket Lab Usa Inc
Recent Activity
New Position
0.08%
$753,836
29,597 shares@ $25.48 avg price
PSPInvesco Exchange Traded Fd T
Recent Activity
New Position
0.08%
$717,110
10,740 shares@ $66.78 avg price
ALABAstera Labs Inc
Recent Activity
New Position
0.08%
$690,197
5,211 shares@ $132.46 avg price