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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
ADPAutomatic Data Processing In
Recent Activity
Increased 0.38%
0.2%
$542,093
1,852 shares@ $292.71 avg price
SLYVSpdr Ser Tr
Recent Activity
Decreased -1.17%
0.2%
$523,071
5,995 shares@ $87.26 avg price
WMTWalmart Inc
Recent Activity
0.2%
$520,687
5,763 shares@ $90.35 avg price
LLYEli Lilly & Co
Recent Activity
0.19%
$501,800
650 shares@ $772.0 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
COSTCostco Whsl Corp New
Recent Activity
0.15%
$401,366
438 shares@ $916.37 avg price
GWXSpdr Index Shs Fds
Recent Activity
Increased 1.27%
0.15%
$385,449
12,440 shares@ $30.99 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Decreased -16.31%
0.14%
$378,632
7,553 shares@ $50.14 avg price