Bay Harbor Wealth Management, LLC Incresed Positions in Q4 2024

Bay Harbor Wealth Management, LLC

  • $303 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KHC
Kraft Heinz CO

Consumer Defensive
1
+ 1.52%
$30.1 - $36.02 $30.1 - $36
67 $2K
Dimensional Global Real Estate ETF
3.49K
+ 16.27%
N/A
24.9K $0
Ishares Flexible Income Active ETF
2.69K
+ 3.56%
N/A
78.1K $0
WFRD
Weatherford International PLC

Energy
4
+ 25.0%
$67.1 - $94.33 $268 - $377
20 $1K
PANW
Palo Alto Networks Inc

Technology
18
+ 100.0%
$181.96 - $405.9 $3.28K - $7.31K
36 $6K
SYY
Sysco Corp

Consumer Defensive
6
+ 0.63%
$73.63 - $81.77 $442 - $491
953 $72K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
26
+ 3.23%
$46.46 - $51.66 $1.21K - $1.34K
832 $40K
ZTS
Zoetis Inc.

Healthcare
2
+ 12.5%
$162.24 - $194.42 $324 - $389
18 $2K
KMB
Kimberly Clark Corp

Consumer Defensive
16
+ 3.04%
$130.37 - $146.09 $2.09K - $2.34K
542 $71K
AOK
Ishares Tr Core Conservative A

ETFs
24
+ 0.77%
$37.3 - $38.64 $895 - $927
3.15K $117K
CAT
Caterpillar Inc

Industrials
9
+ 3.59%
$360.37 - $416.88 $3.24K - $3.75K
260 $94K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
31
+ 3.26%
$64.91 - $73.47 $2.01K - $2.28K
982 $64K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
45
+ 1.97%
$26.79 - $30.35 $1.21K - $1.37K
2.33K $63K
AOA
Ishares Tr Core Aggressive All

ETFs
10
+ 0.35%
$76.61 - $79.88 $766 - $799
2.88K $220K
MPC
Marathon Petroleum Corp

Energy
18
+ 4.83%
$131.65 - $174.84 $2.37K - $3.15K
391 $54K
AOM
Ishares Tr Core Moderate Alloc

ETFs
157
+ 2.0%
$43.44 - $45.05 $6.82K - $7.07K
8.02K $348K
IRM
Iron Mountain Inc

Real Estate
34
+ 4.01%
$101.62 - $128.14 $3.46K - $4.36K
881 $92K
ADBE
Adobe Inc.

Technology
7
+ 4.49%
$437.39 - $552.96 $3.06K - $3.87K
163 $72K
UNH
Unitedhealth Group Inc

Healthcare
8
+ 5.19%
$485.52 - $625.25 $3.88K - $5K
162 $81K
MRK
Merck & Co., Inc.

Healthcare
13
+ 1.87%
$96.31 - $114.76 $1.25K - $1.49K
710 $70K
NEE
Nextera Energy Inc

Utilities
22
+ 2.48%
$69.77 - $85.43 $1.53K - $1.88K
910 $65K
MDLZ
Mondelez International, Inc.

Consumer Defensive
27
+ 2.98%
$59.25 - $72.99 $1.6K - $1.97K
932 $55K
DFAI
Dimensional ETF Tr

ETFs
15.5K
+ 8.61%
$29.0 - $31.6 $448K - $488K
195K $5.69M
UBER
Uber Technologies, Inc

Technology
60
+ 5.22%
$59.93 - $86.34 $3.6K - $5.18K
1.21K $72K
PHM
Pultegroup Inc

Consumer Cyclical
44
+ 5.04%
$108.86 - $149.04 $4.79K - $6.56K
917 $99K
EMB
Ishares Tr

ETFs
146
+ 1.03%
$88.94 - $93.46 $13K - $13.6K
14.4K $1.28M
EFG
Msci Eafe Growth ETF

ETFs
7.04K
+ 8.9%
$96.83 - $106.88 $681K - $752K
86.1K $8.34M
TLT
Ishares Barclays 20+ Year Trea

ETFs
941
+ 2.93%
$87.1 - $98.49 $82K - $92.7K
33.1K $2.89M
Activity Summary
Buys All Purchases 109 New Holdings 30 Increased Positions 79 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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