Seaside Wealth Management, Inc. Portfolio Holdings by Sector
Seaside Wealth Management, Inc.
- $241 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VEA DFEM DFSV VCIT VGIT DISV MUB VCSH 41 stocks |
$142,985
61.35% of portfolio
|
  21  
|
  14  
|
  2  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$83,151
35.68% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
CVBF 1 stocks |
$1,394
0.6% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,122
0.48% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$762
0.33% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$588
0.25% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$580
0.25% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$438
0.19% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$438
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
PSN 1 stocks |
$386
0.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$341
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
BR 1 stocks |
$225
0.1% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Distribution | Healthcare
MCK 1 stocks |
$220
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
HON 1 stocks |
$210
0.09% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$208
0.09% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|