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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
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 18.09%
0.76%
$7.198M
125,121 shares@ $57.54 avg price
WMTWalmart Inc
Recent Activity
Increased 19.48%
0.63%
$5.969M
66,068 shares@ $90.36 avg price
SCHBSchwab Strategic Tr
Recent Activity
Increased 200.88%
0.6%
$5.66M
249,340 shares@ $22.71 avg price
HDHome Depot Inc
Recent Activity
Increased 8.81%
0.58%
$5.475M
14,074 shares@ $389.0 avg price
PLTRPalantir Technologies Inc
Recent Activity
Increased 99.37%
0.51%
$4.801M
63,484 shares@ $75.64 avg price
VTIVanguard Index Fds
Recent Activity
Increased 10.31%
0.49%
$4.659M
16,077 shares@ $289.82 avg price
VGTVanguard World Fd
Recent Activity
Increased 4.04%
0.49%
$4.635M
7,454 shares@ $621.81 avg price
SCHVSchwab Strategic Tr
Recent Activity
Increased 188.9%
0.48%
$4.536M
174,010 shares@ $26.07 avg price
PGProcter And Gamble Co
Recent Activity
Increased 4.36%
0.46%
$4.319M
25,759 shares@ $167.66 avg price
CRMSalesforce Inc
Recent Activity
Increased 2.41%
0.42%
$3.985M
11,918 shares@ $334.35 avg price