test

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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 7.41%
0.36%
$968,880
1,653 shares@ $586.14 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Increased 1.06%
0.34%
$928,820
27,214 shares@ $34.14 avg price
DFUVDimensional Etf Trust
Recent Activity
Increased 0.18%
0.34%
$928,803
22,699 shares@ $40.92 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
Increased 11.18%
0.33%
$894,736
9,269 shares@ $96.53 avg price
SPSMSpdr Ser Tr
Recent Activity
Decreased -0.72%
0.33%
$894,699
19,918 shares@ $44.92 avg price
IVVIshares Tr
Recent Activity
Increased 3.14%
0.32%
$852,821
1,449 shares@ $588.56 avg price
DFUSDimensional Etf Trust
Recent Activity
0.28%
$738,671
11,587 shares@ $63.75 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 0.87%
0.27%
$731,448
3,735 shares@ $195.84 avg price
DFGRDimensional Etf Trust
Recent Activity
Increased 11.27%
0.22%
$591,967
23,178 shares@ $25.55 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 0.24%
0.2%
$544,775
5,064 shares@ $107.58 avg price