Bay Capital Advisors, LLC Purchases in Q1 2025

Bay Capital Advisors, LLC

  • $120 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
15.3K
+ 16.04%
$33.84 - $37.77 $519K - $579K
111K $4.04B
LVHI
Franklin International Low Vol

ETFs
13.3K
New
$30.53 - $32.85 $406K - $437K
13.3K $431M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.61K
+ 6.16%
$126.11 - $135.06 $329K - $352K
44.9K $5.79B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8.64K
+ 22.21%
$57.21 - $65.8 $494K - $568K
47.5K $2.77B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
17.8K
+ 11.98%
$20.7 - $21.15 $368K - $376K
166K $3.44B
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.6K
+ 20.56%
$105.1 - $109.61 $273K - $285K
15.2K $1.66B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
4.94K
+ 16.62%
$44.41 - $45.98 $219K - $227K
34.7K $1.58B
RTX
Raytheon Technologies Corp

Industrials
1.69K
New
$114.1 - $135.66 $193K - $230K
1.69K $224M
DFAI
Dimensional ETF Tr

ETFs
6.69K
New
$28.88 - $32.4 $193K - $217K
6.69K $209M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.92K
+ 7.16%
$56.17 - $59.71 $220K - $234K
58.6K $3.35B
ABBV
Abb Vie Inc.

Healthcare
8
+ 0.26%
$169.2 - $216.66 $1.35K - $1.73K
3.14K $657M
LLY
Eli Lilly & CO

Healthcare
4
+ 0.26%
$725.72 - $929.72 $2.9K - $3.72K
1.53K $1.26B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
938
+ 26.85%
$73.78 - $76.59 $69.2K - $71.8K
4.43K $339M
NEM
Newmont Corp

Basic Materials
8
+ 0.13%
$37.79 - $48.39 $302 - $387
6.06K $292M
VEU
Vanguard Ftse All World Ex Us

ETFs
12
+ 0.1%
$56.51 - $62.98 $678 - $756
11.6K $705M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.32K
+ 4.13%
$53.6 - $58.97 $125K - $137K
58.6K $3.21B
VDC
Vanguard Consumer Staples ETF

ETFs
1
+ 0.03%
$206.54 - $226.16 $207 - $226
3.6K $787M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
129
+ 2.03%
$40.79 - $42.32 $5.26K - $5.46K
6.47K $272M
HUM
Humana Inc

Healthcare
2
+ 0.25%
$249.11 - $303.11 $498 - $606
802 $212M
ZTS
Zoetis Inc.

Healthcare
1
+ 0.05%
$156.48 - $175.67 $156 - $176
1.99K $328M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
458
+ 2.81%
$32.42 - $36.13 $14.8K - $16.5K
16.8K $553M
WMT
Walmart Inc.

Consumer Defensive
3
+ 0.05%
$84.5 - $105.05 $254 - $315
5.54K $486M
TMO
Thermo Fisher Scientific Inc.

Healthcare
2
+ 0.3%
$497.6 - $606.74 $995 - $1.21K
668 $332M
CDW
Cdw Corp

Technology
2
+ 0.13%
$160.26 - $206.13 $321 - $412
1.5K $241M
BAC
Bank Of America Corp

Financial Services
122
+ 1.06%
$39.61 - $47.74 $4.83K - $5.82K
11.6K $486M
MGC
Vanguard Mega Cap ETF

ETFs
29
+ 1.1%
$199.2 - $222.69 $5.78K - $6.46K
2.65K $535M
VV
Vanguard Large Cap ETF

ETFs
2
+ 0.08%
$253.32 - $282.66 $507 - $565
2.48K $638M
Fidelity Covington Trust
866
+ 5.38%
N/A
17K $535M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
8.29K
+ 4.35%
$64.88 - $72.1 $538K - $598K
199K $13.1B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
26
+ 0.06%
$16.57 - $18.85 $431 - $490
41K $681M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2K
+ 4.21%
$102.49 - $119.96 $205K - $240K
49.5K $5.17B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.32K
+ 5.75%
$468.34 - $539.52 $618K - $712K
24.3K $11.4B
XLK
Technology Sector Spdr

ETFs
63
+ 0.45%
$206.38 - $242.18 $13K - $15.3K
14.2K $2.93B
IWF
Ishares Russell 1000 Gr ETF

ETFs
292
+ 1.81%
$360.07 - $417.26 $105K - $122K
16.5K $5.95B
Activity Summary
Buys All Purchases 35 New Holdings 3 Increased Positions 32 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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