Bradley J. Lineberger
@Seaside Wealth Management, Inc.
Latest period2024 - Q4ReportedManaged Assets$273.242MTotal holdings60
Assets growth rate3.28%Assets growth rate (2-Q avg)6.48%Continuous growth in asset value10 quarters
Portfolio positions
This chart displays the top 10 holdings in Seaside Wealth Management, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 60 positions.
Assets under management
The assets under management (AUM) of Seaside Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 273.242M in assets, with a quarterly growth rate of 3.28% and a 2-quarter average growth rate of 6.48%. The portfolio is managed by Bradley J. Lineberger, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
VGTVanguard World Fd
| 0.1% | $262,399 422 shares@ $621.8 avg price | New Position |
NVDANvidia Corporation
| 0.09% | $220,504 1,642 shares@ $134.29 avg price | New Position |
MCKMckesson Corp
| 0.08% | $215,422 378 shares@ $569.9 avg price | New Position |