Bay Capital Advisors, LLC New Holdings in Q4 2024

Bay Capital Advisors, LLC

  • $124 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ISRG
Intuitive Surgical Inc

Healthcare
1.09K
New
$471.27 - $550.62 $513K - $600K
1.09K $568M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
16.3K
New
$33.92 - $36.6 $553K - $596K
16.3K $564M
GOLD
Barrick Gold Corp

Basic Materials
36.1K
New
$15.23 - $21.19 $550K - $765K
36.1K $560M
MGC
Vanguard Mega Cap ETF

ETFs
2.63K
New
$204.21 - $220.18 $536K - $578K
2.63K $558M
ABBV
Abb Vie Inc.

Healthcare
3.13K
New
$164.99 - $203.87 $516K - $638K
3.13K $556M
MS
Morgan Stanley

Financial Services
4.41K
New
$104.42 - $134.99 $461K - $596K
4.41K $555M
GS
Goldman Sachs Group Inc

Financial Services
921
New
$486.1 - $608.57 $448K - $560K
921 $528M
DGRO
Ishares Core Dividend Growth E

ETFs
8.39K
New
$60.73 - $64.94 $509K - $545K
8.39K $515M
BAC
Bank Of America Corp

Financial Services
11.5K
New
$39.22 - $47.77 $452K - $550K
11.5K $506M
WMT
Walmart Inc.

Consumer Defensive
5.54K
New
$79.1 - $95.7 $438K - $530K
5.54K $500M
URI
United Rentals, Inc.

Industrials
701
New
$704.44 - $880.32 $494K - $617K
701 $494M
VO
Vanguard Mid Cap ETF

ETFs
1.77K
New
$261.5 - $284.63 $462K - $503K
1.77K $467M
CAT
Caterpillar Inc

Industrials
1.28K
New
$360.37 - $416.88 $462K - $534K
1.28K $465M
PG
Procter & Gamble CO

Consumer Defensive
2.77K
New
$161.05 - $179.7 $445K - $497K
2.77K $464M
VGT
Vanguard Information Technolog

ETFs
734
New
$571.78 - $647.97 $420K - $476K
734 $456M
IWM
Ishares Russell 2000 ETF

ETFs
2.05K
New
$216.13 - $242.4 $443K - $497K
2.05K $453M
NSC
Norfolk Southern Corp

Industrials
1.92K
New
$230.6 - $277.0 $443K - $532K
1.92K $450M
CSQ
Calamos Strategic Total Return Fund

Financial Services
25.2K
New
$17.14 - $18.44 $431K - $464K
25.2K $445M
VZ
Verizon Communications Inc

Communication Services
11K
New
$39.6 - $45.21 $436K - $498K
11K $440M
MGV
Vanguard Mega Cap Value

ETFs
3.5K
New
$124.06 - $133.48 $434K - $467K
3.5K $437M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
9.41K
New
$43.84 - $48.76 $412K - $459K
9.41K $414M
VXF
Vanguard Extended Market ETF

ETFs
1.98K
New
$179.17 - $207.15 $355K - $410K
1.98K $376M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
825
New
$442.29 - $483.08 $365K - $399K
825 $374M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.99K
New
$183.23 - $199.79 $364K - $397K
1.99K $368M
NOC
Northrop Grumman Corp

Industrials
774
New
$466.52 - $543.88 $361K - $421K
774 $363M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
674
New
$521.84 - $558.82 $352K - $377K
674 $363M
IJK
Ishares S&P Midcap 400 Growth

ETFs
3.82K
New
$90.66 - $99.46 $347K - $380K
3.82K $348M
TMO
Thermo Fisher Scientific Inc.

Healthcare
666
New
$501.29 - $612.85 $334K - $408K
666 $346M
STLD
Steel Dynamics Inc

Basic Materials
3K
New
N/A
3K $342M
DRI
Darden Restaurants Inc

Consumer Cyclical
1.8K
New
$155.96 - $188.66 $281K - $340K
1.8K $336M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.59K
New
N/A
3.59K $333M
C
Citigroup Inc

Financial Services
4.69K
New
$61.31 - $72.5 $287K - $340K
4.69K $330M
ZTS
Zoetis Inc.

Healthcare
1.99K
New
$162.24 - $194.42 $323K - $387K
1.99K $325M
HD
Home Depot, Inc.

Consumer Cyclical
798
New
$385.02 - $431.37 $307K - $344K
798 $310M
CVX
Chevron Corp

Energy
2.12K
New
$141.15 - $162.53 $299K - $345K
2.12K $307M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
4.4K
New
$67.38 - $75.88 $296K - $334K
4.4K $298M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
3.8K
New
$74.71 - $79.24 $284K - $301K
3.8K $292M
R
Ryder System Inc

Industrials
1.79K
New
$138.78 - $170.03 $249K - $305K
1.79K $281M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
9.95K
New
$24.76 - $27.53 $246K - $274K
9.95K $269M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
6.34K
New
$41.17 - $43.34 $261K - $275K
6.34K $262M
CDW
Cdw Corp

Technology
1.5K
New
$171.49 - $225.64 $257K - $338K
1.5K $261M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.49K
New
$74.5 - $78.37 $260K - $274K
3.49K $261M
OKE
Oneok Inc

Energy
2.48K
New
$92.28 - $117.05 $229K - $290K
2.48K $249M
DOW
Dow Inc.

Basic Materials
6.14K
New
$39.1 - $55.34 $240K - $340K
6.14K $246M
SPSB
Spdr Portfolio Short Term Corp

ETFs
8.03K
New
$29.77 - $30.19 $239K - $242K
8.03K $240M
CSCO
Cisco Systems, Inc.

Technology
3.98K
New
$52.45 - $60.02 $209K - $239K
3.98K $235M
VBR
Vanguard Small Cap Value ETF

ETFs
1.18K
New
$197.36 - $217.3 $233K - $256K
1.18K $234M
QCOM
Qualcomm Inc

Technology
1.52K
New
$150.4 - $178.04 $228K - $270K
1.52K $233M
LDOS
Leidos Holdings, Inc.

Technology
1.61K
New
$143.17 - $201.39 $230K - $324K
1.61K $232M
Activity Summary
Buys All Purchases 113 New Holdings 113 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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