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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
AMGNAmgen Inc
Recent Activity
Decreased -15.91%
0.45%
$4.248M
16,298 shares@ $260.65 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Decreased -2.35%
0.45%
$4.2M
21,266 shares@ $197.49 avg price
PEPPepsico Inc
Recent Activity
Decreased -0.46%
0.42%
$3.993M
26,259 shares@ $152.07 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -9.1%
0.39%
$3.683M
34,239 shares@ $107.57 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -8.48%
0.39%
$3.622M
20,384 shares@ $177.7 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Decreased -11.42%
0.38%
$3.558M
29,456 shares@ $120.79 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -9.31%
0.36%
$3.394M
34,120 shares@ $99.48 avg price
MLPXGlobal X Fds
Recent Activity
Decreased -0.38%
0.35%
$3.294M
54,393 shares@ $60.56 avg price
IWFIshares Tr
Recent Activity
Decreased -7.79%
0.35%
$3.25M
8,094 shares@ $401.58 avg price
NOWServicenow Inc
Recent Activity
Decreased -7.82%
0.32%
$3.033M
2,861 shares@ $1060.12 avg price