Ronald Lenihan

@Seacrest Wealth Management, Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$951.237M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
PMPhilip Morris Intl Inc Recent Activity Increased 0.62%	0.29%	$2.718M 22,586 shares@ $120.35 avg price	Increased 0.62%
TAt&t Inc Recent Activity Increased 4.14%	0.29%	$2.674M 117,422 shares@ $22.77 avg price	Increased 4.14%
MOAltria Group Inc Recent Activity Increased 13.58%	0.28%	$2.651M 50,691 shares@ $52.3 avg price	Increased 13.58%
SCHASchwab Strategic Tr Recent Activity Increased 96.33%	0.28%	$2.637M 101,964 shares@ $25.86 avg price	Increased 96.33%
ETNEaton Corp Plc Recent Activity Increased 39.28%	0.28%	$2.615M 7,879 shares@ $331.88 avg price	Increased 39.28%
QCOMQualcomm Inc Recent Activity Increased 0.84%	0.28%	$2.608M 16,980 shares@ $153.62 avg price	Increased 0.84%
SCHMSchwab Strategic Tr Recent Activity Increased 204.2%	0.27%	$2.554M 92,171 shares@ $27.72 avg price	Increased 204.2%
VRTVertiv Holdings Co Recent Activity Increased 35.38%	0.27%	$2.483M 21,858 shares@ $113.62 avg price	Increased 35.38%
PANWPalo Alto Networks Inc Recent Activity Increased 103.2%	0.27%	$2.478M 13,616 shares@ $181.96 avg price	Increased 103.2%
XLKSelect Sector Spdr Tr Recent Activity Increased 5.11%	0.25%	$2.342M 10,073 shares@ $232.52 avg price	Increased 5.11%