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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
UMCUnited Microelectronics Corp
Recent Activity
Exited
0%
$515,009
61,165 shares@ $8.42 avg price
TMToyota Motor Corp
Recent Activity
Exited
0%
$506,782
2,838 shares@ $178.58 avg price
ECEcopetrol S A
Recent Activity
Exited
0%
$491,820
55,075 shares@ $8.94 avg price
FANGDiamondback Energy Inc
Recent Activity
Exited
0%
$470,997
2,732 shares@ $172.41 avg price
SMCISuper Micro Computer Inc
Recent Activity
Exited
0%
$469,283
1,127 shares@ $416.41 avg price
QQQJInvesco Exch Traded Fd Tr Ii
Recent Activity
Exited
0%
$450,448
14,832 shares@ $30.38 avg price
IIPRInnovative Indl Pptys Inc
Recent Activity
Exited
0%
$413,390
3,071 shares@ $134.62 avg price
BHPBhp Group Ltd
Recent Activity
Exited
0%
$364,985
5,876 shares@ $62.12 avg price
ZSZscaler Inc
Recent Activity
Exited
0%
$363,248
2,125 shares@ $170.95 avg price
SMIGEtf Ser Solutions
Recent Activity
Exited
0%
$316,330
10,811 shares@ $29.27 avg price