Bailard, Inc. Incresed Positions in Q1 2025

Bailard, Inc.

  • $3.8 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
914K
+ 208.7%
$74.85 - $84.89 $68.4M - $77.5M
1.35M $110M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
360K
+ 48.89%
$49.69 - $50.76 $17.9M - $18.3M
1.1M $54.8M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
453K
+ 48.58%
$22.25 - $23.0 $10.1M - $10.4M
1.38M $31.8M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
179K
+ 20.82%
$50.72 - $50.92 $9.06M - $9.1M
1.04M $52.7M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
158K
+ 917.54%
$50.82 - $52.7 $8.05M - $8.35M
176K $9.22M
INTU
Intuit Inc

Technology
13.5K
+ 71.29%
$555.63 - $630.23 $7.52M - $8.53M
32.5K $20M
V
Visa Inc.

Financial Services
3.62K
+ 2.25%
$306.92 - $362.71 $1.11M - $1.31M
164K $57.5M
UBER
Uber Technologies, Inc

Technology
5.55K
+ 1.9%
$63.17 - $81.49 $350K - $452K
298K $21.7M
CMF
Ishares California Muni Bond E

ETFs
89.1K
+ 8.38%
$55.93 - $57.47 $4.98M - $5.12M
1.15M $64.8M
JNJ
Johnson & Johnson

Healthcare
6.09K
+ 4.5%
$142.06 - $167.7 $865K - $1.02M
141K $23.4M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
532
+ 1.42%
$402.49 - $513.76 $214K - $273K
37.9K $18.4M
ABT
Abbott Laboratories

Healthcare
11.6K
+ 15.21%
$111.1 - $140.22 $1.29M - $1.63M
88.1K $11.7M
WM
Waste Management Inc

Industrials
617
+ 0.72%
$200.54 - $233.78 $124K - $144K
85.9K $19.9M
AMGN
Amgen Inc

Healthcare
1.01K
+ 2.21%
$258.59 - $327.36 $261K - $330K
46.5K $14.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
617
+ 2.2%
$442.66 - $534.52 $273K - $330K
28.7K $15.3M
BSX
Boston Scientific Corp

Healthcare
1.24K
+ 0.61%
$89.38 - $106.18 $111K - $131K
205K $20.7M
CVX
Chevron Corp

Energy
3.08K
+ 3.65%
$146.71 - $167.97 $451K - $517K
87.3K $14.6M
COST
Costco Wholesale Corp

Consumer Defensive
1.28K
+ 3.29%
$890.62 - $1076.86 $1.14M - $1.38M
40.2K $38M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
79.9K
+ 224.17%
$27.64 - $28.58 $2.21M - $2.28M
116K $3.3M
JPM
Jpmorgan Chase & CO

Financial Services
5.92K
+ 4.09%
$225.19 - $279.95 $1.33M - $1.66M
151K $37M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8.07K
+ 8.99%
$507.05 - $563.67 $4.09M - $4.55M
97.8K $50.3M
SUB
Ishares Short Term National Mu

ETFs
16.9K
+ 62.38%
$105.3 - $106.24 $1.78M - $1.8M
44K $4.65M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
70.2K
+ 23.26%
$18.36 - $20.51 $1.29M - $1.44M
372K $7.35M
CB
Chubb LTD

Financial Services
594
+ 0.96%
$257.71 - $301.99 $153K - $179K
62.5K $18.9M
UNH
Unitedhealth Group Inc

Healthcare
581
+ 0.77%
$461.52 - $548.18 $268K - $318K
75.9K $39.7M
IBM
International Business Machines Corp

Technology
5.54K
+ 63.13%
$217.4 - $264.74 $1.21M - $1.47M
14.3K $3.56M
COP
Conocophillips

Energy
5.26K
+ 2.86%
$88.6 - $105.85 $466K - $557K
189K $19.9M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
16.9K
+ 103.06%
$91.45 - $91.75 $1.55M - $1.55M
33.3K $3.05M
SPTL
Spdr Portfolio Long Term Treas

ETFs
52.8K
+ 62.14%
$25.54 - $27.64 $1.35M - $1.46M
138K $3.76M
KO
Coca Cola CO

Consumer Defensive
1.97K
+ 1.52%
$60.81 - $72.32 $120K - $142K
131K $9.39M
AZN
Astrazeneca PLC

Healthcare
712
+ 0.48%
$65.37 - $77.96 $46.5K - $55.5K
150K $11M
SYK
Stryker Corp

Healthcare
2.19K
+ 8.56%
$355.18 - $399.9 $776K - $874K
27.7K $10.3M
TJX
Tjx Companies Inc

Consumer Cyclical
7.34K
+ 3.39%
$112.81 - $126.16 $828K - $926K
224K $27.3M
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
14.3K
+ 10.45%
$39.43 - $44.62 $562K - $636K
151K $6.47M
NFLX
Netflix Inc

Communication Services
36
+ 0.15%
$828.4 - $1058.6 $29.8K - $38.1K
23.9K $22.3M
VEA
Vanguard Ftse Developed Market

ETFs
2.59K
+ 0.94%
$47.4 - $52.99 $123K - $137K
278K $14.1M
PLD
Prologis, Inc.

Real Estate
2.68K
+ 2.69%
$103.59 - $124.04 $278K - $333K
102K $11.4M
RSP
Invesco S&P 500 Equal Weight E

ETFs
5.45K
+ 11.33%
$169.43 - $182.84 $923K - $996K
53.5K $9.27M
PGR
Progressive Corp

Financial Services
525
+ 3.53%
$235.61 - $291.22 $124K - $153K
15.4K $4.36M
TTD
Trade Desk, Inc.

Technology
30.5K
+ 211.02%
$53.59 - $126.58 $1.64M - $3.86M
45K $2.46M
SNY
Sanofi

Healthcare
11.4K
+ 69.55%
$48.15 - $59.42 $548K - $676K
27.7K $1.54M
LLY
Eli Lilly & CO

Healthcare
22
+ 0.17%
$725.72 - $929.72 $16K - $20.5K
13.1K $10.8M
EEM
Ishares Msci Emerging Markets

ETFs
6.04K
+ 2.52%
$40.81 - $45.34 $247K - $274K
246K $10.7M
BK
Bank Of New York Mellon Corp

Financial Services
6.46K
+ 28.23%
$75.42 - $88.95 $487K - $575K
29.3K $2.46M
SPIB
Spdr Portfolio Intermediate Te

ETFs
18.5K
+ 27.09%
$32.5 - $33.3 $600K - $615K
86.6K $2.88M
PG
Procter & Gamble CO

Consumer Defensive
1.3K
+ 0.89%
$158.56 - $176.26 $206K - $229K
148K $25.2M
MBB
Ishares Tr

ETFs
4.83K
+ 6.78%
$90.37 - $94.08 $437K - $455K
76.2K $7.14M
VLO
Valero Energy Corp

Energy
663
+ 1.24%
$121.76 - $142.99 $80.7K - $94.8K
54.3K $7.18M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
33.4K
+ 250.3%
$15.88 - $17.78 $530K - $594K
46.7K $816K
Activity Summary
Buys All Purchases 427 New Holdings 134 Increased Positions 293 Sells All Sells 204 Reductions 204 Sold out 0 Options Calls 0 Puts 0
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