Seaside Wealth Management, Inc. Portfolio Holdings

Seaside Wealth Management, Inc.

  • $273 Million
  • Q4 2024

Seaside Wealth Management, Inc. has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $273 Million distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $97M, Vanguard Ftse Developed Market with a value of $38.5M, Dimensional ETF Tr Dimensional with a value of $23.6M, Dimensional ETF Tr Emerging Mk with a value of $22.6M, and Vanguard Intermediate Term Cor with a value of $10.5M.

Examining the 13F form we can see an increase of $8.7M in the current position value, from $264M to 273M.

Seaside Wealth Management, Inc. is based out at Carlsbad, CA

Below you can find more details about Seaside Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $273 Million
ETFs: $256 Million
Technology: $2.33 Million
Financial Services: $1.97 Million
Consumer Defensive: $1.24 Million
Industrials: $767,000
Healthcare: $716,000
Energy: $544,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.75T
$1.36 Million 0.5% of portfolio
5,442
Q4 2024 Added 2.08%
$457B
$544,000 0.2% of portfolio
5,064
Q4 2024 Added 0.24%
$246B
$520,000 0.19% of portfolio
5,763
Q1 2024 Added 200.0%
$708B
$501,000 0.18% of portfolio
650
Q2 2024 New
$3.1T
$487,000 0.18% of portfolio
1,157
Q4 2024 Added 17.94%
$406B
$401,000 0.15% of portfolio
438
Q1 2024 Reduced 2.67%
$586B
$236,000 0.09% of portfolio
522
Q4 2024 Added 1.95%
$328B
$220,000 0.08% of portfolio
1,642
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $273 Million
  • Prior Value $264 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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