Oceanside Advisors LLC has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $124 Billion distributed in 47 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Dimensional with a value of $16.4B, American Centy ETF Tr Avantis with a value of $14.1B, Dimensional ETF Tr Short Durat with a value of $10.5B, Dimensional ETF Tr Dimensional with a value of $10.1B, and Dimensional ETF Tr U S Core Eq with a value of $9.81B.

Examining the 13F form we can see an increase of $2.93B in the current position value, from $121B to 124B.

Oceanside Advisors LLC is based out at Mount Pleasant, SC

Below you can find more details about Oceanside Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $124 Billion
ETFs: $103 Billion
Financial Services: $1.46 Billion
Technology: $1.21 Billion
Consumer Defensive: $648 Million
Communication Services: $258 Million
Industrials: $240 Million
Consumer Cyclical: $218 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $124 Billion
  • Prior Value $121 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 25, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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