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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
JNJJohnson & Johnson
Recent Activity
Increased 1.52%
0.39%
$3.628M
25,087 shares@ $144.63 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 11.32%
0.39%
$3.615M
14,929 shares@ $242.14 avg price
CATCaterpillar Inc
Recent Activity
Increased 0.32%
0.37%
$3.494M
9,632 shares@ $362.77 avg price
NFLXNetflix Inc
Recent Activity
Increased 0.5%
0.36%
$3.409M
3,825 shares@ $891.32 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 0.22%
0.35%
$3.32M
16,951 shares@ $195.84 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 91.23%
0.35%
$3.282M
177,418 shares@ $18.5 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 202.28%
0.35%
$3.277M
119,959 shares@ $27.32 avg price
JEPQJ P Morgan Exchange Traded F
Recent Activity
Increased 20.21%
0.34%
$3.142M
55,736 shares@ $56.39 avg price
WMWaste Mgmt Inc Del
Recent Activity
Increased 0.2%
0.33%
$3.097M
15,346 shares@ $201.8 avg price
VTVVanguard Index Fds
Recent Activity
Increased 1.97%
0.3%
$2.851M
16,840 shares@ $169.31 avg price