Seaside Wealth Management, Inc. Portfolio Holdings
Seaside Wealth Management, Inc.
- $264 Million
- Q3 2024
Seaside Wealth Management, Inc. has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $264 Million distributed in 59 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 $90.9M, Vanguard Ftse Developed Market with a value of $39.6M, Dimensional ETF Tr Emerging Mk with a value of $22.8M, Dimensional ETF Tr Dimensional with a value of $22.2M, and Vanguard Intermediate Term Cor with a value of $10.4M.
Examining the 13F form we can see an increase of $23.2M in the current position value, from $241M to 264M.
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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