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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
VXXBarclays Bank Plc
Recent Activity
New Position
0.08%
$668,680
14,600 shares@ $45.8 avg price
BWFGBankwell Finl Group Inc
Recent Activity
New Position
0.07%
$624,277
20,041 shares@ $31.15 avg price
PWRQuanta Svcs Inc
Recent Activity
New Position
0.07%
$597,651
1,891 shares@ $316.06 avg price
APLDApplied Digital Corp
Recent Activity
New Position
0.07%
$586,294
76,740 shares@ $7.65 avg price
NBISNebius Group N.v.
Recent Activity
New Position
0.06%
$494,445
17,850 shares@ $27.7 avg price
SMMTSummit Therapeutics Inc
Recent Activity
New Position
0.05%
$443,966
24,879 shares@ $17.85 avg price
FLUTFlutter Entmt Plc
Recent Activity
New Position
0.05%
$390,260
1,510 shares@ $258.46 avg price
AFRMAffirm Hldgs Inc
Recent Activity
New Position
0.05%
$386,593
6,348 shares@ $60.9 avg price
VXUSVanguard Star Fds
Recent Activity
New Position
0.04%
$370,664
6,290 shares@ $58.93 avg price
RDDTReddit Inc
Recent Activity
New Position
0.04%
$346,656
2,121 shares@ $163.44 avg price