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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
FLOTIshares Tr
Recent Activity
Increased 1.84%
0.1%
$259,068
5,092 shares@ $50.88 avg price
USRTIshares Tr
Recent Activity
Decreased -0.55%
0.1%
$254,915
4,448 shares@ $57.32 avg price
CMDYIshares U S Etf Tr
Recent Activity
Increased 4.32%
0.1%
$254,346
5,346 shares@ $47.58 avg price
DFNMDimensional Etf Trust
Recent Activity
Increased 0.94%
0.1%
$248,863
5,209 shares@ $47.78 avg price
SPTISpdr Ser Tr
Recent Activity
Decreased -0.5%
0.09%
$242,249
8,689 shares@ $27.88 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 1.96%
0.09%
$236,612
522 shares@ $453.28 avg price
HONHoneywell Intl Inc
Recent Activity
Increased 0.51%
0.09%
$225,173
997 shares@ $225.86 avg price
NVDANvidia Corporation
Recent Activity
New Position
0.09%
$220,504
1,642 shares@ $134.29 avg price
MCKMckesson Corp
Recent Activity
New Position
0.08%
$215,422
378 shares@ $569.9 avg price
BSVVanguard Bd Index Fds
Recent Activity
Increased 1.11%
0.08%
$212,623
2,752 shares@ $77.27 avg price