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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SCHBSchwab Strategic Tr
Recent Activity
Increased 197.81%
1.23%
$3.347M
147,465 shares@ $22.7 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 164.25%
1.03%
$2.791M
150,843 shares@ $18.51 avg price
DFACDimensional Etf Trust
Recent Activity
Decreased -0.14%
0.85%
$2.297M
66,410 shares@ $34.6 avg price
SPYVSpdr Ser Tr
Recent Activity
Decreased -5.37%
0.8%
$2.176M
42,543 shares@ $51.15 avg price
CVBFCvb Finl Corp
Recent Activity
0.64%
$1.732M
80,892 shares@ $21.41 avg price
SPTMSpdr Ser Tr
Recent Activity
Decreased -0.77%
0.61%
$1.659M
23,223 shares@ $71.44 avg price
SUBIshares Tr
Recent Activity
Increased 14.34%
0.54%
$1.455M
13,790 shares@ $105.48 avg price
AVEMAmerican Centy Etf Tr
Recent Activity
Increased 18.61%
0.53%
$1.424M
24,227 shares@ $58.8 avg price
AAPLApple Inc
Recent Activity
Increased 2.09%
0.5%
$1.363M
5,442 shares@ $250.46 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -0.2%
0.39%
$1.047M
23,777 shares@ $44.04 avg price