Bay Capital Advisors, LLC Reduced Holdings in Q3 2025

Bay Capital Advisors, LLC

  • $154 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-21.6K
- 70.64%
$55.15 - $58.11 $1.19M - $1.26M
8.99K $517M
SRLN
Ssga Active Trust

ETFs
-18.4K
- 64.12%
$41.28 - $41.65 $759K - $765K
10.3K $428M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-13.5K
- 69.05%
$45.26 - $46.63 $610K - $629K
6.05K $280M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.43K
- 19.57%
$62.09 - $66.51 $151K - $162K
9.99K $652M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-921
- 25.68%
$136.48 - $142.97 $126K - $132K
2.67K $373M
DRI
Darden Restaurants Inc

Consumer Cyclical
-301
- 20.84%
$184.73 - $220.27 $55.6K - $66.3K
1.14K $218M
ISRG
Intuitive Surgical Inc

Healthcare
-2
- 0.21%
$433.66 - $544.47 $867 - $1.09K
954 $427M
ZTS
Zoetis Inc.

Healthcare
-400
- 20.06%
$141.13 - $159.19 $56.5K - $63.7K
1.59K $233M
VDC
Vanguard Consumer Staples ETF

ETFs
-165
- 4.52%
$212.64 - $225.25 $35.1K - $37.2K
3.48K $744M
FSMO
Fidelity Covington Tr

ETFs
-2.27K
- 19.13%
N/A
9.59K $280M
VO
Vanguard Mid Cap ETF

ETFs
-160
- 13.0%
$279.83 - $293.74 $44.8K - $47K
1.07K $315M
LLY
Eli Lilly & CO

Healthcare
-3
- 0.2%
$625.65 - $812.69 $1.88K - $2.44K
1.48K $1.13B
IWM
Ishares Russell 2000 ETF

ETFs
-249
- 15.78%
$214.92 - $244.84 $53.5K - $61K
1.33K $322M
VHT
Vanguard Health Care ETF

ETFs
-100
- 11.38%
$239.12 - $259.95 $23.9K - $26K
779 $202M
NOC
Northrop Grumman Corp

Industrials
-125
- 20.56%
$498.9 - $609.32 $62.4K - $76.2K
483 $294M
MSFT
Microsoft Corp

Technology
-157
- 4.44%
$491.09 - $535.64 $77.1K - $84.1K
3.38K $1.75B
VXF
Vanguard Extended Market ETF

ETFs
-197
- 10.07%
$193.58 - $213.07 $38.1K - $42K
1.76K $368M
Amplify ETF Tr
-150
- 1.34%
N/A
11.1K $962M
JRS
Nuveen Real Estate Income Fund

Financial Services
-1K
- 8.33%
$7.59 - $8.35 $7.59K - $8.35K
11K $90M
XLE
Energy Sector Spdr

ETFs
-391
- 5.28%
$84.25 - $91.99 $32.9K - $36K
7.01K $626M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-400
- 1.29%
$16.46 - $17.1 $6.58K - $6.84K
30.6K $521M
VBK
Vanguard Small Cap Growth ETF

ETFs
-228
- 6.28%
$276.51 - $305.12 $63K - $69.6K
3.4K $1.01B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3
- 0.37%
$459.11 - $506.91 $1.38K - $1.52K
809 $407M
CSQ
Calamos Strategic Total Return Fund

Financial Services
-351
- 1.91%
$18.02 - $19.56 $6.33K - $6.87K
18K $348M
XOM
Exxon Mobil Corp

Energy
-124
- 2.01%
$105.83 - $117.22 $13.1K - $14.5K
6.05K $682M
DGRO
Ishares Core Dividend Growth E

ETFs
-139
- 2.16%
$64.12 - $68.08 $8.91K - $9.46K
6.31K $429M
HD
Home Depot, Inc.

Consumer Cyclical
-12
- 1.59%
$357.4 - $423.42 $4.29K - $5.08K
745 $302M
VEA
Vanguard Ftse Developed Market

ETFs
-277
- 1.83%
$56.02 - $60.3 $15.5K - $16.7K
14.8K $890M
BAC
Bank Of America Corp

Financial Services
-400
- 3.48%
$44.92 - $52.42 $18K - $21K
11.1K $573M
VIG
Vanguard Dividend Appreciation

ETFs
-40
- 1.08%
N/A
3.66K $790M
AVGO
Broadcom Inc.

Technology
-600
- 13.2%
$264.74 - $369.57 $159K - $222K
3.95K $1.3B
VTV
Vanguard Value ETF

ETFs
-108
- 1.14%
$175.51 - $186.57 $19K - $20.1K
9.4K $1.75B
SPYG
Spdr Portfolio

ETFs
-24
- 0.2%
$94.33 - $105.31 $2.26K - $2.53K
11.7K $1.22B
JPM
Jpmorgan Chase & CO

Financial Services
-13
- 0.15%
$282.78 - $316.06 $3.68K - $4.11K
8.45K $2.66B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-759
- 2.23%
$108.46 - $120.63 $82.3K - $91.6K
33.3K $3.95B
NVDA
Nvidia Corp

Technology
-137
- 1.29%
$153.3 - $186.58 $21K - $25.6K
10.5K $1.96B
XLK
Technology Sector Spdr

ETFs
-116
- 0.85%
$250.97 - $282.66 $29.1K - $32.8K
13.5K $3.79B
AAPL
Apple Inc.

Technology
-119
- 1.01%
$202.38 - $256.87 $24.1K - $30.6K
11.6K $2.96B
Activity Summary
Buys All Purchases 32 New Holdings 3 Increased Positions 29 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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