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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
SCHXSchwab Strategic Tr
Recent Activity
Increased 200%
0.14%
$367,449
15,852 shares@ $23.18 avg price
CLColgate Palmolive Co
Recent Activity
0.12%
$319,549
3,515 shares@ $90.92 avg price
DFIVDimensional Etf Trust
Recent Activity
Increased 0.95%
0.12%
$306,960
8,651 shares@ $35.49 avg price
SCHCSchwab Strategic Tr
Recent Activity
Decreased -4.15%
0.11%
$292,733
8,527 shares@ $34.34 avg price
VOOVanguard Index Fds
Recent Activity
Increased 1.54%
0.11%
$285,030
529 shares@ $538.81 avg price
DFSDDimensional Etf Trust
Recent Activity
Increased 1.95%
0.11%
$282,274
6,022 shares@ $46.88 avg price
IGIBIshares Tr
Recent Activity
0.11%
$280,420
5,444 shares@ $51.51 avg price
VGTVanguard World Fd
Recent Activity
New Position
0.1%
$262,399
422 shares@ $621.8 avg price
MUNIPimco Etf Tr
Recent Activity
0.1%
$261,909
5,063 shares@ $51.74 avg price
BRBroadridge Finl Solutions In
Recent Activity
Increased 0.44%
0.1%
$261,036
1,155 shares@ $226.01 avg price