Seaside-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "CVBF",
  null,
  null,
  "AVEM",
  null,
  null,
  null,
  "HON",
  null,
  "MUB",
  null,
  null,
  "MSFT",
  null,
  "VGIT",
  "IVV",
  null,
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "SCHX",
  "SPDW",
  null,
  null,
  null,
  null,
  "VWO",
  null,
  null,
  "VCIT",
  "VIG",
  "AMZN",
  "SCHB",
  null,
  null,
  "VGT",
  "VEA",
  null,
  "VOO",
  "WMT",
  null,
  null,
  "SCHF",
  null,
  "MCK",
  "SPYV",
  "ADP",
  "BRK-B",
  "BR",
  "CL",
  "COST",
  null,
  null,
  "DFAC",
  null,
  "XOM",
  "LLY",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 59
Total Value: 280346425
Accession Number: 0001085146-25-002569
Form Type: 13F-HR
CIK: seaside-wealth-management
Manager Name: Seaside-Wealth-Management

Data Enrichment

56% identified

33 identified26 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

59 positions • $280.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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808524201

SCHX|808524201

Shares:15.9K

Value:$350.0K

% of Portfolio:0.1% ($350.0K/$280.3M)

25434V807

Shares:8.7K

Value:$341.7K

% of Portfolio:0.1% ($341.7K/$280.3M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:3.5K

Value:$330.8K

% of Portfolio:0.1% ($330.8K/$280.3M)

922908363

VOO|922908363

Shares:607

Value:$311.9K

% of Portfolio:0.1% ($311.9K/$280.3M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:556

Value:$296.1K

% of Portfolio:0.1% ($296.1K/$280.3M)

808524888

Shares:8.1K

Value:$291.1K

% of Portfolio:0.1% ($291.1K/$280.3M)

25434V864

Shares:6.1K

Value:$287.6K

% of Portfolio:0.1% ($287.6K/$280.3M)

464288638

Shares:5.4K

Value:$285.9K

% of Portfolio:0.1% ($285.9K/$280.3M)

46431W598

Shares:5.3K

Value:$277.4K

% of Portfolio:0.1% ($277.4K/$280.3M)

78464A672

Shares:9.7K

Value:$275.9K

% of Portfolio:0.1% ($275.9K/$280.3M)

46429B655

Shares:5.1K

Value:$261.9K

% of Portfolio:0.1% ($261.9K/$280.3M)

464288521

Shares:4.5K

Value:$261.6K

% of Portfolio:0.1% ($261.6K/$280.3M)

72201R866

Shares:5.1K

Value:$261.0K

% of Portfolio:0.1% ($261.0K/$280.3M)

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

Shares:1.1K

Value:$260.4K

% of Portfolio:0.1% ($260.4K/$280.3M)

MCKESSON CORP

MCK|58155Q103

Shares:380

Value:$256.0K

% of Portfolio:0.1% ($256.0K/$280.3M)

25434V849

Shares:5.2K

Value:$249.2K

% of Portfolio:0.1% ($249.2K/$280.3M)

NVIDIA CORP

NVDA|67066G104

Shares:2.2K

Value:$236.8K

% of Portfolio:0.1% ($236.8K/$280.3M)

92204A702

VGT|92204A702

Shares:422

Value:$228.9K

% of Portfolio:0.1% ($228.9K/$280.3M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:1.0K

Value:$214.3K

% of Portfolio:0.1% ($214.3K/$280.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SCHXcusip808524201)	15.9K	QoQ 0.00% (-0) YoY +200.00% (+10.6K)	All Managers (Combined)	$350.0K	0.1% ($350.0K/$280.3M)	QoQ -4.74% (-$17.4K) YoY +6.73% (+$22.1K)
(cusip25434V807)✕	8.7K	QoQ +0.34% (+30) YoY +3.81% (+319)	All Managers (Combined)	$341.7K	0.1% ($341.7K/$280.3M)	QoQ +11.30% (+$34.7K) YoY +11.17% (+$34.4K)
COLGATE PALMOLIVE CO(CLcusip194162103)	3.5K	QoQ +0.42% (+15) YoY +0.42% (+15)	All Managers (Combined)	$330.8K	0.1% ($330.8K/$280.3M)	QoQ +3.50% (+$11.2K) YoY +4.49% (+$14.2K)
(VOOcusip922908363)	607	QoQ +14.74% (+78) YoY +11.17% (+61)	All Managers (Combined)	$311.9K	0.1% ($311.9K/$280.3M)	QoQ +9.44% (+$26.9K) YoY +18.85% (+$49.5K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	556	QoQ +6.51% (+34) YoY +6.71% (+35)	All Managers (Combined)	$296.1K	0.1% ($296.1K/$280.3M)	QoQ +25.14% (+$59.5K) YoY +35.15% (+$77.0K)
(cusip808524888)✕	8.1K	QoQ -4.84% (-413) YoY -17.33% (-1.7K)	All Managers (Combined)	$291.1K	0.1% ($291.1K/$280.3M)	QoQ -0.54% (-$1.6K) YoY -17.15% (-$60.3K)
(cusip25434V864)✕	6.1K	QoQ +0.48% (+29) YoY +9.16% (+508)	All Managers (Combined)	$287.6K	0.1% ($287.6K/$280.3M)	QoQ +1.88% (+$5.3K) YoY +10.30% (+$26.9K)
(cusip464288638)✕	5.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$285.9K	0.1% ($285.9K/$280.3M)	QoQ +1.96% (+$5.5K) YoY +1.78% (+$5.0K)
(cusip46431W598)✕	5.3K	QoQ 0.00% (+0) YoY +4.31% (+221)	All Managers (Combined)	$277.4K	0.1% ($277.4K/$280.3M)	QoQ +9.06% (+$23.1K) YoY +12.88% (+$31.7K)
(cusip78464A672)✕	9.7K	QoQ +11.09% (+964) YoY NEW(+9.7K)	All Managers (Combined)	$275.9K	0.1% ($275.9K/$280.3M)	QoQ +13.88% (+$33.6K) YoY NEW(+$275.9K)
(cusip46429B655)✕	5.1K	QoQ +0.74% (+38) YoY +5.72% (+278)	All Managers (Combined)	$261.9K	0.1% ($261.9K/$280.3M)	QoQ +1.11% (+$2.9K) YoY +5.72% (+$14.2K)
(cusip464288521)✕	4.5K	QoQ +2.11% (+94) YoY +1.54% (+69)	All Managers (Combined)	$261.6K	0.1% ($261.6K/$280.3M)	QoQ +2.62% (+$6.7K) YoY +8.71% (+$21.0K)
(cusip72201R866)✕	5.1K	QoQ 0.00% (-0) YoY +32.74% (+1.2K)	All Managers (Combined)	$261.0K	0.1% ($261.0K/$280.3M)	QoQ -0.34% (-$911) YoY +30.42% (+$60.9K)
BROADRIDGE FINANCIAL SOLUTIONS, INC.(BRcusip11133T103)	1.1K	QoQ -7.01% (-81) YoY -5.87% (-67)	All Managers (Combined)	$260.4K	0.1% ($260.4K/$280.3M)	QoQ -0.23% (-$623) YoY +11.43% (-$26.7K)
MCKESSON CORP(MCKcusip58155Q103)	380	QoQ +0.52% (+2) YoY +0.79% (+3)	All Managers (Combined)	$256.0K	0.1% ($256.0K/$280.3M)	QoQ +18.85% (+$40.6K) YoY +26.64% (+$53.9K)
(cusip25434V849)✕	5.2K	QoQ +0.57% (+30) YoY +2.84% (+145)	All Managers (Combined)	$249.2K	0.1% ($249.2K/$280.3M)	QoQ +0.14% (+$371) YoY +1.75% (+$4.3K)
NVIDIA CORP(NVDAcusip67066G104)	2.2K	QoQ +33.06% (+543) YoY NEW(+2.2K)	All Managers (Combined)	$236.8K	0.1% ($236.8K/$280.3M)	QoQ +7.39% (+$16.3K) YoY NEW(+$236.8K)
(VGTcusip92204A702)	422	QoQ 0.00% (-0) YoY NEW(+422)	All Managers (Combined)	$228.9K	0.1% ($228.9K/$280.3M)	QoQ -12.77% (-$33.5K) YoY NEW(+$228.9K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	1.0K	QoQ +1.50% (-15) YoY +3.05% (+30)	All Managers (Combined)	$214.3K	0.1% ($214.3K/$280.3M)	QoQ -4.81% (-$10.8K) YoY +6.39% (+$12.9K)