Oceanside Advisors LLC Portfolio Holdings

Oceanside Advisors LLC

  • $134 Billion
  • Q3 2024

Oceanside Advisors LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $134 Billion distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Dimensional with a value of $17.8B, American Centy ETF Tr Avantis with a value of $15.1B, Dimensional ETF Tr Dimensional with a value of $11.1B, Dimensional ETF Tr Short Durat with a value of $11B, and Dimensional ETF Tr U S Core Eq with a value of $10.7B.

Examining the 13F form we can see an increase of $10.4B in the current position value, from $124B to 134B.

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 $134 Billion
ETFs: $113 Billion
Financial Services: $1.6 Billion
Technology: $1.24 Billion
Consumer Defensive: $440 Million
Communication Services: $214 Million
Consumer Cyclical: $211 Million
Industrials: $202 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$20.9B
$315 Million 0.24% of portfolio
3,503
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $134 Billion
  • Prior Value $124 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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