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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
AAPLApple Inc
Recent Activity
Increased 0.19%
9.29%
$88.34M
352,766 shares@ $250.43 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 1.07%
3.69%
$35.067M
185,244 shares@ $189.3 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 3.43%
1.56%
$14.794M
28,939 shares@ $511.23 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 308.09%
1.5%
$14.218M
510,143 shares@ $27.87 avg price
METAMeta Platforms Inc
Recent Activity
Increased 8.55%
1.4%
$13.249M
22,628 shares@ $585.52 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 0.95%
1.37%
$13.014M
28,710 shares@ $453.29 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.64%
1.04%
$9.878M
16,854 shares@ $586.08 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 0.52%
1%
$9.459M
10,323 shares@ $916.31 avg price
TSLATesla Inc
Recent Activity
Increased 16.85%
0.92%
$8.663M
21,451 shares@ $403.85 avg price
VOOVanguard Index Fds
Recent Activity
Increased 5.27%
0.79%
$7.467M
13,859 shares@ $538.82 avg price