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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
IYWIshares Tr
Recent Activity
Increased 16.77%
0.16%
$1.428M
8,950 shares@ $159.53 avg price
SOSouthern Co
Recent Activity
Increased 3.82%
0.15%
$1.407M
17,086 shares@ $82.33 avg price
EMREmerson Elec Co
Recent Activity
Increased 6.24%
0.15%
$1.374M
11,086 shares@ $123.94 avg price
BMYBristol-myers Squibb Co
Recent Activity
Increased 13.83%
0.15%
$1.363M
24,101 shares@ $56.56 avg price
MINTPimco Etf Tr
Recent Activity
Increased 25.21%
0.15%
$1.344M
13,393 shares@ $100.35 avg price
CRDOCredo Technology Group Holdi
Recent Activity
Increased 63%
0.15%
$1.343M
19,985 shares@ $67.22 avg price
ORLYOreilly Automotive Inc
Recent Activity
Increased 1.18%
0.14%
$1.323M
1,116 shares@ $1185.81 avg price
MCDMcdonalds Corp
Recent Activity
Increased 1.07%
0.14%
$1.318M
4,546 shares@ $289.87 avg price
CFGCitizens Finl Group Inc
Recent Activity
Increased 0.87%
0.14%
$1.257M
28,726 shares@ $43.77 avg price
GSGoldman Sachs Group Inc
Recent Activity
Increased 14.05%
0.14%
$1.237M
2,160 shares@ $572.62 avg price