Ronald Lenihan

@Seacrest Wealth Management, Llc

Latest period2024 - Q4

Reported5d 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
LMTLockheed Martin Corp Recent Activity Increased 5.28%	0.2%	$1.864M 3,835 shares@ $486.0 avg price	Increased 5.28%
LOWLowes Cos Inc Recent Activity Increased 0.41%	0.19%	$1.729M 7,006 shares@ $246.79 avg price	Increased 0.41%
TRFMEtf Ser Solutions Recent Activity Increased 53.56%	0.19%	$1.715M 45,187 shares@ $37.96 avg price	Increased 53.56%
DGRWWisdomtree Tr Recent Activity Increased 5.4%	0.18%	$1.709M 21,116 shares@ $80.94 avg price	Increased 5.4%
RTXRtx Corporation Recent Activity Increased 16.65%	0.18%	$1.7M 14,693 shares@ $115.72 avg price	Increased 16.65%
COPConocophillips Recent Activity Increased 0.68%	0.18%	$1.694M 17,083 shares@ $99.18 avg price	Increased 0.68%
SCHZSchwab Strategic Tr Recent Activity Increased 88.93%	0.18%	$1.681M 74,050 shares@ $22.7 avg price	Increased 88.93%
VBVanguard Index Fds Recent Activity Increased 2.3%	0.18%	$1.671M 6,954 shares@ $240.29 avg price	Increased 2.3%
OBDCBlue Owl Capital Corporation Recent Activity Increased 18.85%	0.18%	$1.658M 109,684 shares@ $15.12 avg price	Increased 18.85%
SCHXSchwab Strategic Tr Recent Activity Increased 164.38%	0.18%	$1.636M 70,577 shares@ $23.18 avg price	Increased 164.38%