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
UNHUnitedhealth Group Inc Recent Activity Increased 2.26%	0.18%	$1.63M 3,223 shares@ $505.85 avg price	Increased 2.26%
ABTAbbott Labs Recent Activity Increased 0.7%	0.17%	$1.595M 14,102 shares@ $113.11 avg price	Increased 0.7%
GRIDFirst Tr Exchange Traded Fd Recent Activity Increased 18.31%	0.17%	$1.567M 13,131 shares@ $119.34 avg price	Increased 18.31%
CRWDCrowdstrike Hldgs Inc Recent Activity Increased 13.85%	0.17%	$1.539M 4,499 shares@ $342.17 avg price	Increased 13.85%
SQBlock Inc Recent Activity Increased 14.53%	0.16%	$1.521M 17,893 shares@ $84.99 avg price	Increased 14.53%
WFCWells Fargo Co New Recent Activity Increased 18.05%	0.16%	$1.519M 21,621 shares@ $70.25 avg price	Increased 18.05%
DBEFDbx Etf Tr Recent Activity Increased 12.49%	0.16%	$1.509M 36,449 shares@ $41.4 avg price	Increased 12.49%
SCHPSchwab Strategic Tr Recent Activity Increased 96.37%	0.16%	$1.497M 57,946 shares@ $25.84 avg price	Increased 96.37%
SNOWSnowflake Inc Recent Activity Increased 7.23%	0.16%	$1.48M 9,587 shares@ $154.42 avg price	Increased 7.23%
SCHRSchwab Strategic Tr Recent Activity Increased 81.61%	0.16%	$1.435M 59,077 shares@ $24.3 avg price	Increased 81.61%