Seaside Wealth Management, Inc. Incresed Positions in Q4 2024

Seaside Wealth Management, Inc.

  • $273 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
13.5K
+ 4.21%
$280.04 - $302.45 $3.79M - $4.09M
335K $97M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
19.9K
+ 21.38%
$77.86 - $79.27 $1.55M - $1.58M
113K $8.82M
DFSV
Dimensional ETF Tr Dimensional

ETFs
45.3K
+ 6.28%
$30.18 - $33.87 $1.37M - $1.53M
766K $23.6M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
93.8K
+ 164.25%
$18.41 - $40.87 $1.73M - $3.83M
151K $2.79M
VGIT
Vanguard Intermediate Term Tre

ETFs
12.7K
+ 7.92%
$57.78 - $60.4 $735K - $769K
173K $10.1M
SUB
Ishares Short Term National Mu

ETFs
1.73K
+ 14.34%
$104.94 - $106.2 $181K - $184K
13.8K $1.45M
MUB
Ishares National Muni Bond ETF

ETFs
2.58K
+ 4.13%
$105.78 - $108.7 $273K - $280K
65.1K $6.93M
AVDV
American Centy ETF Tr Avantis

ETFs
2.39K
+ 61.04%
$63.85 - $70.4 $153K - $168K
6.3K $410K
AAPL
Apple Inc.

Technology
111
+ 2.08%
$221.69 - $259.02 $24.6K - $28.8K
5.44K $1.36M
AVEM
American Centy ETF Tr Avantis

ETFs
3.8K
+ 18.61%
$58.59 - $66.14 $223K - $251K
24.2K $1.42M
SPY
Spdr S&P 500 ETF Trust

ETFs
114
+ 7.41%
$567.81 - $607.81 $64.7K - $69.3K
1.65K $968K
MSFT
Microsoft Corp

Technology
176
+ 17.94%
$406.35 - $454.46 $71.5K - $80K
1.16K $487K
VCIT
Vanguard Intermediate Term Cor

ETFs
6.14K
+ 4.93%
$80.13 - $83.77 $492K - $515K
131K $10.5M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
97.9K
+ 197.8%
$22.01 - $66.82 $2.16M - $6.54M
147K $3.35M
IVV
Ishares Core S&P 500 ETF

ETFs
44
+ 3.13%
$570.51 - $610.59 $25.1K - $26.9K
1.45K $852K
ADP
Automatic Data Processing Inc

Industrials
7
+ 0.38%
$280.08 - $307.97 $1.96K - $2.16K
1.85K $542K
HON
Honeywell International Inc

Industrials
5
+ 0.5%
$202.84 - $236.0 $1.01K - $1.18K
997 $225K
BR
Broadridge Financial Solutions, Inc.

Technology
5
+ 0.43%
$209.64 - $236.44 $1.05K - $1.18K
1.16K $261K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8
+ 1.54%
$521.84 - $558.82 $4.17K - $4.47K
529 $285K
SCHX
Schwab Strategic Tr Us Large C

ETFs
10.6K
+ 200.0%
$22.4 - $68.28 $237K - $722K
15.9K $367K
VIG
Vanguard Dividend Appreciation

ETFs
32
+ 0.86%
N/A
3.74K $680K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
92
+ 1.84%
$50.73 - $51.08 $4.67K - $4.7K
5.09K $259K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10
+ 1.95%
$442.29 - $483.08 $4.42K - $4.83K
522 $236K
DFSD
Dimensional ETF Tr Short Durat

ETFs
115
+ 1.95%
$46.75 - $47.8 $5.38K - $5.5K
6.02K $282K
Dimensional ETF Trust
2.35K
+ 11.26%
N/A
23.2K $0
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
221
+ 4.31%
$46.31 - $51.02 $10.2K - $11.3K
5.35K $254K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
48
+ 0.93%
$47.65 - $48.6 $2.29K - $2.33K
5.21K $248K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
30
+ 1.1%
$77.02 - $78.58 $2.31K - $2.36K
2.75K $212K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
39
+ 0.17%
$40.38 - $44.35 $1.57K - $1.73K
22.7K $928K
DFIV
Dimensional ETF Tr

ETFs
81
+ 0.95%
$34.86 - $37.97 $2.82K - $3.08K
8.65K $306K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
156
+ 1.27%
$30.93 - $33.94 $4.83K - $5.29K
12.4K $385K
REET
Ishares Global Reit ETF

ETFs
91
+ 0.5%
$23.43 - $26.54 $2.13K - $2.42K
18.5K $442K
XOM
Exxon Mobil Corp

Energy
12
+ 0.24%
$105.51 - $125.37 $1.27K - $1.5K
5.06K $544K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
283
+ 1.05%
$34.13 - $37.35 $9.66K - $10.6K
27.2K $928K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
54.2K
+ 6.69%
$26.16 - $28.82 $1.42M - $1.56M
864K $22.6M
DISV
Dimensional ETF Tr Dimensional

ETFs
19.2K
+ 5.84%
$26.18 - $28.77 $502K - $552K
348K $9.24M
AVRE
American Centy ETF Tr Avantis
16.6K
+ 8.58%
$41.03 - $46.91 $679K - $776K
210K $8.78M
VEA
Vanguard Ftse Developed Market

ETFs
54.1K
+ 7.2%
$47.57 - $52.44 $2.57M - $2.83M
804K $38.5M
Activity Summary
Buys All Purchases 42 New Holdings 3 Increased Positions 39 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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