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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
IAIIshares Tr
Recent Activity
New Position
0.04%
$329,989
2,290 shares@ $144.1 avg price
WBAWalgreens Boots Alliance Inc
Recent Activity
New Position
0.04%
$323,121
34,632 shares@ $9.34 avg price
ESGUIshares Tr
Recent Activity
New Position
0.04%
$316,768
2,459 shares@ $128.82 avg price
NLRVaneck Etf Trust
Recent Activity
New Position
0.04%
$316,169
3,887 shares@ $81.35 avg price
ECGEverus Constr Group
Recent Activity
New Position
0.04%
$292,193
4,444 shares@ $65.75 avg price
PSTGPure Storage Inc
Recent Activity
New Position
0.04%
$291,178
4,740 shares@ $61.43 avg price
VFHVanguard World Fd
Recent Activity
New Position
0.03%
$281,043
2,380 shares@ $118.09 avg price
BEPCBrookfield Renewable Corp
Recent Activity
New Position
0.03%
$276,960
10,013 shares@ $27.67 avg price
TOSTToast Inc
Recent Activity
New Position
0.03%
$268,418
7,364 shares@ $36.46 avg price
MRVLMarvell Technology Inc
Recent Activity
New Position
0.03%
$257,246
2,329 shares@ $110.46 avg price