Seaside Wealth Management, Inc. Incresed Positions in Q2 2025

Seaside Wealth Management, Inc.

  • $313 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
6.3K
+ 1.85%
$243.75 - $303.93 $1.54M - $1.92M
347K $105M
VEA
Vanguard Ftse Developed Market

ETFs
18K
+ 2.14%
$45.65 - $57.01 $820K - $1.02M
858K $48.9M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
26.8K
+ 2.96%
$23.4 - $29.68 $627K - $795K
933K $27.7M
DFSV
Dimensional ETF Tr Dimensional

ETFs
45.2K
+ 5.74%
$24.21 - $29.47 $1.1M - $1.33M
833K $24.5M
DISV
Dimensional ETF Tr Dimensional

ETFs
6.71K
+ 1.84%
$25.93 - $32.91 $174K - $221K
371K $12.2M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
18K
+ 7.98%
$19.1 - $23.83 $343K - $429K
243K $5.8M
MSFT
Microsoft Corp

Technology
1.57K
+ 121.3%
$354.56 - $497.45 $557K - $782K
2.87K $1.43M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
8.9K
+ 7.0%
$77.94 - $79.5 $694K - $708K
136K $10.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
14.7K
+ 9.76%
$17.76 - $22.1 $261K - $325K
165K $3.65M
AVRE
American Centy ETF Tr Avantis
8.44K
+ 3.81%
$38.75 - $44.92 $327K - $379K
230K $10.1M
AVEM
American Centy ETF Tr Avantis

ETFs
2.94K
+ 12.13%
$53.08 - $68.54 $156K - $201K
27.2K $1.86M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.41K
+ 1.79%
$79.56 - $82.92 $191K - $200K
137K $11.4M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.25K
+ 1.91%
$29.12 - $35.84 $36.5K - $44.9K
67K $2.4M
NVDA
Nvidia Corp

Technology
655
+ 29.98%
$94.31 - $157.99 $61.8K - $103K
2.84K $448K
AVDV
American Centy ETF Tr Avantis

ETFs
919
+ 15.06%
$61.76 - $79.32 $56.8K - $72.9K
7.02K $556K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
345
+ 1.27%
$32.66 - $40.75 $11.3K - $14.1K
27.6K $1.12M
USRT
Ishares Core U.S. Reit ETF

ETFs
2.21K
+ 48.57%
$50.37 - $57.97 $111K - $128K
6.75K $381K
DFSD
Dimensional ETF Tr Short Durat

ETFs
2.2K
+ 36.39%
$47.09 - $48.01 $104K - $106K
8.25K $396K
AMZN
Amazon Com Inc

Consumer Cyclical
152
+ 8.06%
$167.32 - $223.3 $25.4K - $33.9K
2.04K $447K
WMT
Walmart Inc.

Consumer Defensive
136
+ 2.33%
$81.79 - $99.98 $11.1K - $13.6K
5.98K $584K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
166
+ 1.33%
$28.98 - $37.18 $4.81K - $6.17K
12.6K $468K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
1.01K
+ 19.34%
$46.77 - $47.89 $47.4K - $48.5K
6.25K $296K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
659
+ 13.02%
$50.34 - $51.86 $33.2K - $34.2K
5.72K $293K
REET
Ishares Global Reit ETF

ETFs
842
+ 4.55%
$21.59 - $25.16 $18.2K - $21.2K
19.3K $477K
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 1.57%
$908.13 - $1056.85 $6.36K - $7.4K
453 $448K
MCK
Mckesson Corp

Healthcare
5
+ 1.32%
$652.83 - $732.78 $3.26K - $3.66K
385 $282K
HON
Honeywell International Inc

Industrials
15
+ 1.48%
$182.86 - $232.88 $2.74K - $3.49K
1.03K $239K
ADP
Automatic Data Processing Inc

Industrials
15
+ 1.01%
$276.76 - $326.81 $4.15K - $4.9K
1.49K $460K
BR
Broadridge Financial Solutions, Inc.

Technology
24
+ 2.23%
$217.22 - $246.25 $5.21K - $5.91K
1.1K $266K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
28
+ 0.29%
$28.21 - $28.85 $790 - $808
9.68K $278K
AAPL
Apple Inc.

Technology
468
+ 8.18%
$172.42 - $223.89 $80.7K - $105K
6.19K $1.27M
CL
Colgate Palmolive CO

Consumer Defensive
15
+ 0.42%
$87.57 - $96.0 $1.31K - $1.44K
3.55K $322K
LLY
Eli Lilly & CO

Healthcare
26
+ 3.91%
$713.71 - $898.95 $18.6K - $23.4K
691 $538K
XOM
Exxon Mobil Corp

Energy
83
+ 1.61%
$99.93 - $119.04 $8.29K - $9.88K
5.24K $564K
Activity Summary
Buys All Purchases 40 New Holdings 5 Increased Positions 35 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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