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  Name: Seaside Wealth Management Inc.
  City: CARLSBAD
  State: CA
  Zip: 92009
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $234,435,000
  Total Value Change : $15,813,000
  Securities Held Change : 5
   
All Securities Held : 56
  New Positions : 5
  Closed Positions : 0
  Increased Positions : 22
  Unchanged Positions : 11
  Decreased Positions : 18

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (PSN)1 Year Chart         PSN Parsons Corp 17 New $77.10 $1,240,000 14,943 0.53% 1,240,000 14,943 0.014    N/A
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 51 New $413.99 $219,000 521 0.09% 219,000 521 0    Property & Casualty I...
   (HD)1 Year Chart         HD Home Depot Inc 52 New $330.59 $207,000 539 0.09% 207,000 539 0    Home Improvement Stores
   (MCK)1 Year Chart         MCK McKesson Corp 53 New $531.10 $202,000 377 0.09% 202,000 377 0    Drugs Wholesale
   (MUNI)1 Year Chart         MUNI PIMCO Intermediate Municipa... 56 New $51.91 $200,000 3,814 0.09% 200,000 3,814 0.004    Closed - End Fund - Debt

      5 Records Found
  1    
Page 1 of 1
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