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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
SKYYFirst Tr Exchange Traded Fd
Recent Activity
Increased 2.16%
0.13%
$1.236M
10,374 shares@ $119.13 avg price
GBTCGrayscale Bitcoin Trust Etf
Recent Activity
Increased 287.87%
0.13%
$1.209M
16,337 shares@ $74.03 avg price
KNGFirst Tr Exchange-traded Fd
Recent Activity
Increased 10.55%
0.13%
$1.196M
23,822 shares@ $50.22 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
Increased 2.6%
0.13%
$1.161M
2,728 shares@ $425.49 avg price
DEDeere & Co
Recent Activity
Increased 3.98%
0.13%
$1.143M
2,697 shares@ $423.78 avg price
APOApollo Global Mgmt Inc
Recent Activity
Increased 1.66%
0.12%
$1.106M
6,694 shares@ $165.16 avg price
EVXVaneck Etf Trust
Recent Activity
Increased 0.02%
0.12%
$1.073M
6,257 shares@ $171.43 avg price
PNQIInvesco Exchange Traded Fd T
Recent Activity
Increased 8.22%
0.12%
$1.07M
22,918 shares@ $46.69 avg price
FTECFidelity Covington Trust
Recent Activity
Increased 7.63%
0.12%
$1.048M
5,671 shares@ $184.89 avg price
SBUXStarbucks Corp
Recent Activity
Increased 0.45%
0.11%
$1.036M
11,355 shares@ $91.26 avg price