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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
ISRGIntuitive Surgical Inc
Recent Activity
Increased 2.17%
0.11%
$1.035M
1,982 shares@ $521.97 avg price
RITMRithm Capital Corp
Recent Activity
Increased 1.02%
0.11%
$1.024M
94,566 shares@ $10.84 avg price
QUALIshares Tr
Recent Activity
Increased 15.48%
0.11%
$1.011M
5,678 shares@ $178.08 avg price
TQQQProshares Tr
Recent Activity
Increased 0.21%
0.11%
$1.01M
12,767 shares@ $79.13 avg price
FNDBSchwab Strategic Tr
Recent Activity
Increased 194.59%
0.11%
$991,359
42,621 shares@ $23.26 avg price
AXPAmerican Express Co
Recent Activity
Increased 0.13%
0.11%
$975,744
3,288 shares@ $296.76 avg price
SCHCSchwab Strategic Tr
Recent Activity
Increased 1.92%
0.11%
$957,261
27,884 shares@ $34.34 avg price
IVWIshares Tr
Recent Activity
Increased 3.62%
0.1%
$946,288
9,320 shares@ $101.54 avg price
FTAIFtai Aviation Ltd
Recent Activity
Increased 77.07%
0.1%
$944,182
6,555 shares@ $144.04 avg price
AEPAmerican Elec Pwr Co Inc
Recent Activity
Increased 2.84%
0.1%
$942,687
10,221 shares@ $92.24 avg price