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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
VBRVanguard Index Fds
Recent Activity
Increased 4.26%
0.25%
$2.31M
11,655 shares@ $198.19 avg price
PVALPutnam Etf Trust
Recent Activity
Increased 101.61%
0.25%
$2.305M
62,105 shares@ $37.12 avg price
ASMLAsml Holding N V
Recent Activity
Increased 39%
0.24%
$2.241M
3,233 shares@ $693.09 avg price
VOVanguard Index Fds
Recent Activity
Increased 9.07%
0.23%
$2.16M
8,178 shares@ $264.14 avg price
VXFVanguard Index Fds
Recent Activity
Increased 1.85%
0.23%
$2.102M
11,065 shares@ $189.99 avg price
VUGVanguard Index Fds
Recent Activity
Increased 12.87%
0.22%
$2.089M
5,089 shares@ $410.47 avg price
MSMorgan Stanley
Recent Activity
Increased 0.92%
0.22%
$2.035M
16,186 shares@ $125.72 avg price
IBITIshares Bitcoin Trust Etf
Recent Activity
Increased 14.75%
0.22%
$2.028M
38,236 shares@ $53.06 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 0.29%
0.21%
$1.962M
41,022 shares@ $47.82 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 0.57%
0.2%
$1.879M
31,744 shares@ $59.2 avg price