Seaside Wealth Management, Inc. Incresed Positions in Q3 2024

Seaside Wealth Management, Inc.

  • $264 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
10.3K
+ 3.33%
$255.18 - $283.2 $2.64M - $2.93M
321K $90.9M
VEA
Vanguard Ftse Developed Market

ETFs
34.1K
+ 4.76%
$47.6 - $53.31 $1.62M - $1.82M
750K $39.6M
DFSV
Dimensional ETF Tr Dimensional

ETFs
29.5K
+ 4.27%
$28.25 - $31.7 $833K - $935K
721K $22.2M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
35.6K
+ 4.6%
$25.21 - $28.46 $897K - $1.01M
809K $22.8M
AVRE
American Centy ETF Tr Avantis
7.32K
+ 3.94%
$40.95 - $48.28 $300K - $353K
193K $9.1M
DISV
Dimensional ETF Tr Dimensional

ETFs
12.2K
+ 3.85%
$26.06 - $29.18 $318K - $356K
329K $9.55M
VGIT
Vanguard Intermediate Term Tre

ETFs
9.63K
+ 6.37%
$57.8 - $60.8 $557K - $586K
161K $9.71M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
8.41K
+ 9.92%
$76.94 - $79.54 $647K - $669K
93.2K $7.4M
VCIT
Vanguard Intermediate Term Cor

ETFs
4.48K
+ 3.73%
$79.29 - $84.02 $355K - $377K
125K $10.4M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
715
+ 1.09%
$31.05 - $34.29 $22.2K - $24.5K
66.5K $2.28M
SUB
Ishares Short Term National Mu

ETFs
880
+ 7.87%
$104.3 - $106.3 $91.8K - $93.5K
12.1K $1.28M
ADP
Automatic Data Processing Inc

Industrials
9
+ 0.49%
$233.44 - $279.45 $2.1K - $2.52K
1.85K $510K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
26
+ 0.11%
$38.51 - $41.69 $1K - $1.08K
22.7K $944K
SPY
Spdr S&P 500 ETF Trust

ETFs
5
+ 0.33%
$517.38 - $573.86 $2.59K - $2.87K
1.54K $883K
BR
Broadridge Financial Solutions, Inc.

Technology
5
+ 0.44%
$196.56 - $218.55 $983 - $1.09K
1.15K $247K
DFIV
Dimensional ETF Tr

ETFs
50
+ 0.59%
$34.66 - $38.38 $1.73K - $1.92K
8.57K $326K
DFSD
Dimensional ETF Tr Short Durat

ETFs
308
+ 5.5%
$47.0 - $47.84 $14.5K - $14.7K
5.91K $282K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
192
+ 3.94%
$51.78 - $52.98 $9.94K - $10.2K
5.06K $268K
XOM
Exxon Mobil Corp

Energy
12
+ 0.24%
$109.72 - $119.0 $1.32K - $1.43K
5.05K $592K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
34
+ 0.66%
$47.7 - $48.54 $1.62K - $1.65K
5.16K $250K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
74
+ 1.5%
$50.63 - $51.11 $3.75K - $3.78K
5K $255K
VIG
Vanguard Dividend Appreciation

ETFs
18
+ 0.49%
$182.15 - $182.15 $3.28K - $3.28K
3.7K $674K
Dimensional ETF Trust
25
+ 0.12%
N/A
20.8K $0
HON
Honeywell International Inc

Industrials
5
+ 0.51%
$196.73 - $220.21 $984 - $1.1K
992 $205K
Activity Summary
Buys All Purchases 28 New Holdings 3 Increased Positions 25 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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