Bay Harbor Wealth Management, LLC Purchases in Q1 2025

Bay Harbor Wealth Management, LLC

  • $311 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BSX
Boston Scientific Corp

Healthcare
12
+ 1.08%
$89.38 - $106.18 $1.07K - $1.27K
1.13K $113K
LLY
Eli Lilly & CO

Healthcare
9
+ 7.38%
$725.72 - $929.72 $6.53K - $8.37K
131 $108K
XOM
Exxon Mobil Corp

Energy
60
+ 9.8%
$105.44 - $118.93 $6.33K - $7.14K
672 $79K
AOA
Ishares Tr Core Aggressive All

ETFs
185
+ 6.41%
$75.7 - $80.01 $14K - $14.8K
3.07K $234K
KR
Kroger CO

Consumer Defensive
70
+ 5.26%
$58.36 - $67.72 $4.09K - $4.74K
1.4K $94K
BK
Bank Of New York Mellon Corp

Financial Services
8
+ 0.51%
$75.42 - $88.95 $603 - $712
1.58K $132K
UNH
Unitedhealth Group Inc

Healthcare
10
+ 6.17%
$461.52 - $548.18 $4.62K - $5.48K
172 $90K
CNP
Centerpoint Energy Inc

Utilities
5
+ 0.3%
$30.87 - $36.25 $154 - $181
1.68K $61K
PLTR
Palantir Technologies Inc.

Technology
24
+ 3.48%
$64.98 - $124.62 $1.56K - $2.99K
713 $60K
KMB
Kimberly Clark Corp

Consumer Defensive
9
+ 1.66%
$124.46 - $147.4 $1.12K - $1.33K
551 $78K
NFLX
Netflix Inc

Communication Services
7
New
$828.4 - $1058.6 $5.8K - $7.41K
7 $6K
WFC
Wells Fargo & Company

Financial Services
57
+ 3.63%
$66.78 - $81.42 $3.81K - $4.64K
1.63K $116K
BAC
Bank Of America Corp

Financial Services
131
+ 222.03%
$39.61 - $47.74 $5.19K - $6.25K
190 $7K
CVX
Chevron Corp

Energy
35
New
$146.71 - $167.97 $5.13K - $5.88K
35 $5K
T
At&T Inc.

Communication Services
142
New
$21.56 - $28.28 $3.06K - $4.02K
142 $4K
CSCO
Cisco Systems, Inc.

Technology
58
+ 118.37%
$58.74 - $64.87 $3.41K - $3.76K
107 $6K
COST
Costco Wholesale Corp

Consumer Defensive
5
New
$890.62 - $1076.86 $4.45K - $5.38K
5 $4K
HD
Home Depot, Inc.

Consumer Cyclical
12
+ 150.0%
$347.25 - $424.87 $4.17K - $5.1K
20 $7K
IBM
International Business Machines Corp

Technology
20
New
$217.4 - $264.74 $4.35K - $5.29K
20 $4K
MCD
Mcdonalds Corp

Consumer Cyclical
13
New
$279.74 - $321.29 $3.64K - $4.18K
13 $4K
PM
Philip Morris International Inc.

Consumer Defensive
28
New
$117.15 - $158.79 $3.28K - $4.45K
28 $4K
ABT
Abbott Laboratories

Healthcare
29
New
$111.1 - $140.22 $3.22K - $4.07K
29 $3K
AMGN
Amgen Inc

Healthcare
12
New
$258.59 - $327.36 $3.1K - $3.93K
12 $3K
COP
Conocophillips

Energy
29
New
$88.6 - $105.85 $2.57K - $3.07K
29 $3K
GS
Goldman Sachs Group Inc

Financial Services
6
+ 20.69%
$524.81 - $672.19 $3.15K - $4.03K
35 $19K
ITOT
Ishares Core S&P Total U.S. St

ETFs
67
+ 7.85%
$120.29 - $134.6 $8.06K - $9.02K
920 $112K
QCOM
Qualcomm Inc

Technology
21
New
$151.94 - $175.86 $3.19K - $3.69K
21 $3K
RTX
Raytheon Technologies Corp

Industrials
24
New
$114.1 - $135.66 $2.74K - $3.26K
24 $3K
TXN
Texas Instruments Inc

Technology
17
New
N/A
17 $3K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
20
+ 3.66%
$126.11 - $135.06 $2.52K - $2.7K
566 $72K
VTC
Vanguard Scottsdale Fds Total

ETFs
37
+ 9.23%
$74.74 - $77.39 $2.77K - $2.86K
438 $33K
ACN
Accenture PLC

Technology
7
New
$300.91 - $398.25 $2.11K - $2.79K
7 $2K
APP
App Lovin Corp

Technology
8
New
$238.08 - $510.13 $1.9K - $4.08K
8 $2K
CB
Chubb LTD

Financial Services
7
New
$257.71 - $301.99 $1.8K - $2.11K
7 $2K
DE
Deere & CO

Industrials
6
New
$408.57 - $509.27 $2.45K - $3.06K
6 $2K
AJG
Arthur J. Gallagher & Co.

Financial Services
6
New
$275.89 - $345.24 $1.66K - $2.07K
6 $2K
GPC
Genuine Parts CO

Consumer Cyclical
22
New
$115.91 - $129.02 $2.55K - $2.84K
22 $2K
HON
Honeywell International Inc

Industrials
12
New
$202.75 - $226.52 $2.43K - $2.72K
12 $2K
AOK
Ishares Tr Core Conservative A

ETFs
23
+ 0.73%
$36.86 - $38.15 $848 - $877
3.17K $119K
IXN
Ishares Global Information Tec

ETFs
83
+ 16.67%
$75.73 - $88.4 $6.29K - $7.34K
581 $44K
KLAC
Kla Corp

Technology
3
New
$636.62 - $777.63 $1.91K - $2.33K
3 $2K
LMT
Lockheed Martin Corp

Industrials
5
New
$423.19 - $506.29 $2.12K - $2.53K
5 $2K
LOW
Lowes Companies Inc

Consumer Cyclical
10
New
$222.66 - $268.42 $2.23K - $2.68K
10 $2K
MDT
Medtronic PLC

Healthcare
23
New
$79.84 - $94.5 $1.84K - $2.17K
23 $2K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2
New
$1187.71 - $1432.58 $2.38K - $2.87K
2 $2K
PFE
Pfizer Inc

Healthcare
105
New
$25.01 - $27.13 $2.63K - $2.85K
105 $2K
PGR
Progressive Corp

Financial Services
9
New
$235.61 - $291.22 $2.12K - $2.62K
9 $2K
RMD
Resmed Inc

Healthcare
6
+ 46.15%
$219.7 - $257.65 $1.32K - $1.55K
19 $4K
SPGI
S&P Global Inc.

Financial Services
5
New
$478.26 - $543.77 $2.39K - $2.72K
5 $2K
Activity Summary
Buys All Purchases 1074 New Holdings 981 Increased Positions 93 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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