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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
Exited
0%
$2.89M
3,541 shares@ $816.08 avg price
ANETArista Networks Inc
Recent Activity
Exited
0%
$2.324M
6,055 shares@ $383.82 avg price
COPPSprott Fds Tr
Recent Activity
Exited
0%
$740,794
28,514 shares@ $25.99 avg price
BLKBlackrock Inc
Recent Activity
Exited
0%
$719,729
758 shares@ $949.52 avg price
NTAPNetapp Inc
Recent Activity
Exited
0%
$717,840
5,812 shares@ $123.51 avg price
RIORio Tinto Plc
Recent Activity
Exited
0%
$714,632
10,041 shares@ $71.18 avg price
CELHCelsius Hldgs Inc
Recent Activity
Exited
0%
$676,561
21,574 shares@ $31.37 avg price
ZBHZimmer Biomet Holdings Inc
Recent Activity
Exited
0%
$602,016
5,577 shares@ $107.95 avg price
MMKTTexas Cap Tex Equity Index E
Recent Activity
Exited
0%
$567,168
567,168 shares@ $1.0 avg price
NENoble Corp Plc
Recent Activity
Exited
0%
$563,820
15,601 shares@ $36.14 avg price