Sara Bay Financial has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $270 Billion distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Helios Technologies, Inc. with a value of $54.1B, Nvidia Corp with a value of $48.6B, Centrus Energy Corp with a value of $22B, Meta Platforms, Inc. with a value of $16.7B, and Jpmorgan Chase & CO with a value of $15B.

Examining the 13F form we can see an decrease of $6.37B in the current position value, from $276B to 270B.

Below you can find more details about Sara Bay Financial portfolio as well as his latest detailed transactions.

Portfolio value $270 Billion
Technology: $108 Billion
Industrials: $62.4 Billion
Energy: $23 Billion
Financial Services: $21.6 Billion
Communication Services: $17.6 Billion
Consumer Cyclical: $12.1 Billion
Healthcare: $11.1 Billion
ETFs: $6.63 Billion
Other: $6.18 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $270 Billion
  • Prior Value $276 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 15, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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