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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
UBERUber Technologies Inc
Recent Activity
Decreased -1.05%
0.3%
$2.808M
46,549 shares@ $60.33 avg price
XARSpdr Ser Tr
Recent Activity
Decreased -6.04%
0.29%
$2.669M
16,096 shares@ $165.83 avg price
IBMInternational Business Machs
Recent Activity
Decreased -24.41%
0.28%
$2.646M
12,037 shares@ $219.83 avg price
LADLithia Mtrs Inc
Recent Activity
Decreased -0.08%
0.27%
$2.482M
6,944 shares@ $357.44 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Decreased -6.68%
0.26%
$2.444M
32,293 shares@ $75.69 avg price
HONHoneywell Intl Inc
Recent Activity
Decreased -1.16%
0.26%
$2.411M
10,672 shares@ $225.9 avg price
ORCLOracle Corp
Recent Activity
Decreased -5.65%
0.25%
$2.377M
14,263 shares@ $166.64 avg price
GEGe Aerospace
Recent Activity
Decreased -9.9%
0.25%
$2.341M
14,037 shares@ $166.8 avg price
SFSTSouthern First Bancshares
Recent Activity
Decreased -17.47%
0.25%
$2.338M
58,806 shares@ $39.76 avg price
FSKFs Kkr Cap Corp
Recent Activity
Decreased -3.42%
0.25%
$2.298M
105,803 shares@ $21.72 avg price