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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
SWKStanley Black & Decker Inc
Recent Activity
Exited
0%
$311,583
2,829 shares@ $110.14 avg price
BEPCBrookfield Renewable Corp
Recent Activity
Exited
0%
$305,698
9,360 shares@ $32.67 avg price
EVHEvolent Health Inc
Recent Activity
Exited
0%
$288,767
10,211 shares@ $28.28 avg price
XNROXNeuberger Berman Real Estate
Recent Activity
Exited
0%
$270,730
65,871 shares@ $4.12 avg price
CEGConstellation Energy Corp
Recent Activity
Exited
0%
$267,561
1,029 shares@ $260.03 avg price
CTRACoterra Energy Inc
Recent Activity
Exited
0%
$263,043
10,983 shares@ $23.96 avg price
MOATVaneck Etf Trust
Recent Activity
Exited
0%
$259,729
2,679 shares@ $96.95 avg price
FSLRFirst Solar Inc
Recent Activity
Exited
0%
$259,168
1,039 shares@ $249.44 avg price
EEMIshares Tr
Recent Activity
Exited
0%
$254,828
5,557 shares@ $45.86 avg price
AOSSmith A O Corp
Recent Activity
Exited
0%
$250,536
2,789 shares@ $89.84 avg price