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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
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
ADPAutomatic Data Processing In
Recent Activity
Increased 0.38%
0.2%
$542,093
1,852 shares@ $292.71 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 17.95%
0.18%
$487,601
1,157 shares@ $421.44 avg price
REETIshares Tr
Recent Activity
Increased 0.5%
0.17%
$442,405
18,456 shares@ $23.98 avg price
AVDVAmerican Centy Etf Tr
Recent Activity
Increased 61.04%
0.16%
$410,201
6,303 shares@ $65.09 avg price
GWXSpdr Index Shs Fds
Recent Activity
Increased 1.27%
0.15%
$385,449
12,440 shares@ $30.99 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 200%
0.14%
$367,449
15,852 shares@ $23.18 avg price
DFIVDimensional Etf Trust
Recent Activity
Increased 0.95%
0.12%
$306,960
8,651 shares@ $35.49 avg price