BJL
Bradley J. Lineberger Portfolio
Invests via Seaside Wealth Management Inc. | Managed by Bradley J. Lineberger
Invests via Seaside Wealth Management Inc.
Managed by Bradley J. Lineberger
Automatically Tracked
Bradley J. Lineberger Profile
With a rich background in strategic leadership and operational management, Bradley J. Lineberger has made significant strides in enhancing business performance across various sectors. He is known for his deep involvement in technology commercialization and growth-stage initiatives, fostering innovation that drives competitive differentiation. His career highlights include advisory roles where he leveraged insights to navigate complex market landscapes effectively. As an advocate for entrepreneurial excellence, he has shaped organizational development by blending industry expertise with visionary execution. Lineberger's influence extends to nurturing emerging enterprises through capital infusions that pave the way for future successes.
With a rich background in strategic leadership and operational management, Bradley J. Lineberger has made significant strides in enhancing business performance across various sectors. He is known for his deep involvement in technology commercialization and growth-stage initiatives, fostering innovation that drives competitive differentiation. His career highlights include advisory roles where he leveraged insights to navigate complex market landscapes effectively. As an advocate for entrepreneurial excellence, he has shaped organizational development by blending industry expertise with visionary execution. Lineberger's influence extends to nurturing emerging enterprises through capital infusions that pave the way for future successes.
Investment Philosophy & Strategy
Capitalizing on his extensive expertise in strategic leadership, Bradley J. Lineberger demonstrates a distinct approach to investing that prioritizes growth and innovation within emerging markets. His commitment to fostering entrepreneurial ventures reveals a keen understanding of market dynamics, driving him to identify opportunities with transformative potential. By aligning investment strategies with technological advancements, he seeks out disruptive business models that promise significant returns. This focus not only enhances competitive positioning but also cultivates sustainable development for nascent enterprises, illustrating a blend of risk management and visionary execution in his investments.
Capitalizing on his extensive expertise in strategic leadership, Bradley J. Lineberger demonstrates a distinct approach to investing that prioritizes growth and innovation within emerging markets. His commitment to fostering entrepreneurial ventures reveals a keen understanding of market dynamics, driving him to identify opportunities with transformative potential. By aligning investment strategies with technological advancements, he seeks out disruptive business models that promise significant returns. This focus not only enhances competitive positioning but also cultivates sustainable development for nascent enterprises, illustrating a blend of risk management and visionary execution in his investments.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
27.37%
Gain +0.89%
Monthly
0.73%
Yearly
9.06%
Drawdown
13.61%
$399.31M
Equity
Holdings
$399.31M
Investment
$261.42M
$141.35M
Profit +$4.32M
Realized
$3.45M
Unrealized
$137.89M
Dividends
$20.32M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.89%
Profit
$4.32M
Win %
86%
This Week
Compared To Last Week
Gain
1.09%
Profit
$4.32M
Win %
86%
This Month
Compared to last month
Gain
0.53%
Profit
$2.1M
Win %
86%
This Year
Compared to last year
Gain
9.38%
Profit
$34.62M
Win %
86%
HON Honeywell International Inc.
+4.27%
+$9,776.99 
VGT Vanguard Information Technology ETF
+3.41%
+$13,436.48 
AVGO Broadcom Inc.
+3.21%
+$13,306.09 
NVDA NVIDIA Corporation
+3.21%
+$24,982.69 
AVEM Avantis Emerging Markets Equity ETF
+3.03%
+$79,605 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+2.97%
+$1.16M 
AMZN Amazon.com Inc
+2.96%
+$15,790.27 
GOOGL Alphabet Inc
+2.76%
+$9,176.01 
MSFT Microsoft Corp.
+2.29%
+$24,719.13 
VWO Vanguard FTSE Emerging Markets ETF
+2.21%
+$29,580.92 
AAPL Apple Inc.
+1.73%
+$31,997.42 
DFUS Dimensional U.S. Equity Market ETF
+1.72%
+$15,326.86 
VOO Vanguard S&P 500 ETF
+1.72%
+$7,120.1 
SCHX Schwab U.S. Large-Cap ETF
+1.71%
+$7,926 
SPY SPDR S&P 500 ETF Trust
+1.71%
+$16,204.65 
SCHB Schwab U.S. Broad Market ETF
+1.67%
+$118,080.35 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.67%
+$2.18M 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+1.6%
+$32,801.76 
IVV iShares Core S&P 500 ETF
+1.46%
+$10,913.47 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.4%
+$21,958.85 
AVUS Avantis U.S. Equity ETF
+1.36%
+$5,705.54 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.25%
+$36,975.4 
SCHF Schwab International Equity ETF
+1.21%
+$48,928.76 
AVDV Avantis International Small Cap Value ETF
+1.21%
+$7,027.66 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.19%
+$16,866.19 
CL Colgate-Palmolive Company
+1.16%
+$3,692 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.12%
+$721,105.31 
SCHC Schwab International Small-Cap Equity ETF
+0.94%
+$3,578.64 
BRK-B Berkshire Hathaway Inc.
+0.91%
+$2,456.4 
GWX SPDR S&P International Small Cap ETF
+0.63%
+$3,375.31 
DFUV Dimensional US Marketwide Value ETF
+0.59%
+$6,872.45 
VIG Vanguard Dividend Appreciation ETF
+0.56%
+$4,928.22 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.48%
+$10,527.67 
DISV Dimensional International Small Cap Equity Fund
+0.36%
+$55,414.37 
VTEB Vanguard Tax-Exempt Bond ETF
+0.13%
+$1,233.96 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.12%
+$371.93 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.12%
+$414.96 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.12%
+$1,241.76 
DFNM Dimensional National Municipal Bond ETF
+0.11%
+$326.6 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.1%
+$300.86 
MUB iShares National Muni Bond ETF
+0.1%
+$5,842.93 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.1%
+$11,708.32 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.09%
+$10,901.81 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.08%
+$180.4 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.08%
+$10,404.78 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.07%
+$268.03 
SUB iShares Short-Term National Muni Bond ETF
+0.06%
+$914.1 
DFIV Dimensional International Value ETF
+0.04%
+$165.12 
XOM Exxon Mobil Corporation
-3.6%
-$27,141.27 
DRLL Strive U.S. Energy ETF
-3.14%
-$5,761.26 
ADP Automatic Data Processing Inc.
-1.55%
-$4,263.01 
USRT iShares Core U.S. REIT ETF
-1.5%
-$6,748 
REET iShares Global REIT ETF
-1.33%
-$7,320.08 
DFGR Dimensional Global Real Estate ETF
-0.8%
-$5,071.77 
AVUV Avantis U.S. Small Cap Value ETF
-0.79%
-$13,978.38 
DFSV Dimensional US Small Cap Value ETF
-0.72%
-$252,523.03 
LLY Eli Lilly and Company
-0.69%
-$5,470.8 
AVRE Avantis Real Estate ETF
-0.64%
-$83,390.35 
MCK McKesson Corporation
-0.59%
-$1,775.6 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.48%
-$3,078.6 
CMDY iShares Bloomberg Roll Select Commodity Strategy ETF
-0.42%
-$1,189.96 
AVSC Avantis U.S. Small Cap Equity ETF
-0.32%
-$770.73 
WMT Walmart Inc.
-0.23%
-$1,719.41 
COST Costco Wholesale Corporation
-0.21%
-$937.7 
IJR iShares Core S&P Small-Cap ETF
-0.15%
-$1,134.54 Events
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Dividends
Dividend Analysis
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| Trades 736 | Longs Won 616/736 83% | Profit Factor 143.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.68M |
| Average Win $231,075.33 | Best Trade (Jun 15) $39.74M | Sharpe Ratio -9.82 |
| Average Loss -$8,276.03 | Worst Trade (Jun 12) -$180,638.52 | Z-Score 33.23 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 2w 5d | Expectancy $192,050.65 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.32% |
| Consecutive Losing Trades | 47,619 | 42,857 | 38,095 | 33,333 | 28,571 | 23,810 | 19,048 | 14,286 | 9,524 | 4,762 |
Hover over the desired column for a detailed explanation.
Returns
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