Bay Capital Advisors, LLC Purchases in Q4 2025

Bay Capital Advisors, LLC

  • $164 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
BLV
Vanguard Bd Index Fd Inc Long

ETFs
47K
+ 790.17%
$70.19 - $72.57 $3.3M - $3.41M
52.9K $3.68B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
31.4K
+ 85.4%
$77.73 - $78.84 $2.44M - $2.48M
68.2K $5.31B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
8.36K
+ 3.82%
$76.84 - $80.86 $642K - $676K
227K $18.2B
SPYI
Shp ETF Tr Neos S&P 500 High I
15.3K
New
N/A
15.3K $803M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
11.4K
+ 7.07%
$42.26 - $44.28 $480K - $503K
172K $7.64B
QQQ
Invesco Qqq Trust, Series 1

ETFs
558
+ 2.17%
$589.5 - $635.77 $329K - $355K
26.2K $16.1B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.45K
+ 6.58%
$137.47 - $143.13 $474K - $494K
55.9K $8.02B
GOOGL
Alphabet Inc.

Communication Services
88
+ 1.31%
$236.57 - $291.31 $20.8K - $25.6K
6.79K $2.12B
LLY
Eli Lilly & CO

Healthcare
2
+ 0.14%
$799.57 - $1025.28 $1.6K - $2.05K
1.48K $1.59B
IWF
Ishares Russell 1000 Gr ETF

ETFs
627
+ 3.13%
$459.47 - $491.71 $288K - $308K
20.6K $9.77B
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
3.03K
+ 10.77%
$88.14 - $92.61 $267K - $281K
31.2K $2.91B
AAPL
Apple Inc.

Technology
419
+ 3.6%
$245.27 - $275.25 $103K - $115K
12.1K $3.28B
TOWN
Towne Bank (Va)

Financial Services
9.85K
+ 41.22%
$32.48 - $34.43 $320K - $339K
33.8K $1.13B
ICSH
Blackrock Ultra Short Term Bon

ETFs
6.44K
+ 3.2%
$50.56 - $50.76 $326K - $327K
208K $10.5B
AZN
Astrazeneca PLC

Healthcare
2.51K
New
$81.15 - $89.4 $204K - $225K
2.51K $231M
GILD
Gilead Sciences, Inc.

Healthcare
1.72K
New
$110.56 - $125.2 $190K - $215K
1.72K $211M
CAT
Caterpillar Inc

Industrials
146
+ 12.94%
$480.82 - $585.49 $70.2K - $85.5K
1.27K $730M
ISRG
Intuitive Surgical Inc

Healthcare
1
+ 0.1%
$429.59 - $576.2 $430 - $576
955 $541M
XLK
Technology Sector Spdr

ETFs
13.4K
+ 99.41%
$278.39 - $304.13 $3.72M - $4.07M
26.8K $3.86B
AMZN
Amazon Com Inc

Consumer Cyclical
156
+ 5.52%
$213.04 - $254.0 $33.2K - $39.6K
2.98K $689M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
122
+ 0.37%
$114.27 - $121.15 $13.9K - $14.8K
33.4K $4.01B
V
Visa Inc.

Financial Services
77
+ 2.5%
$325.75 - $352.42 $25.1K - $27.1K
3.15K $1.11B
IVV
Ishares Core S&P 500 ETF

ETFs
21
+ 0.82%
$656.2 - $690.71 $13.8K - $14.5K
2.6K $1.78B
VTI
Vanguard Total Stock Market Et

ETFs
93
+ 3.31%
$321.8 - $337.95 $29.9K - $31.4K
2.9K $972M
BAC
Bank Of America Corp

Financial Services
157
+ 1.41%
$48.65 - $54.11 $7.64K - $8.5K
11.3K $620M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
60
+ 12.32%
$600.51 - $631.95 $36K - $37.9K
547 $343M
VEA
Vanguard Ftse Developed Market

ETFs
13
+ 0.09%
$59.18 - $62.09 $769 - $807
14.9K $928M
VEU
Vanguard Ftse All World Ex Us

ETFs
47
+ 0.4%
$70.2 - $73.89 $3.3K - $3.47K
11.8K $867M
VHT
Vanguard Health Care ETF

ETFs
1
+ 0.13%
$264.7 - $283.93 $265 - $284
780 $224M
MGC
Vanguard Mega Cap ETF

ETFs
3
+ 0.1%
$239.57 - $253.74 $719 - $761
2.9K $727M
VUG
Vanguard Growth ETF

ETFs
12
+ 0.64%
$470.44 - $504.26 $5.65K - $6.05K
1.88K $915M
VV
Vanguard Large Cap ETF

ETFs
4
+ 0.16%
$301.9 - $317.98 $1.21K - $1.27K
2.57K $809M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
14
+ 0.08%
$37.61 - $39.41 $527 - $552
17.3K $685M
IWM
Ishares Russell 2000 ETF

ETFs
50
+ 3.76%
$236.79 - $250.33 $11.8K - $12.5K
1.38K $340M
DFAU
Dimensional ETF Tr

ETFs
5
+ 0.03%
$44.77 - $47.01 $224 - $235
14.9K $695M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
8
+ 0.26%
N/A
3.12K $323M
FSMO
Fidelity Covington Tr

ETFs
6
+ 0.06%
N/A
9.59K $294M
DFAI
Dimensional ETF Tr

ETFs
6
+ 0.09%
$35.82 - $37.52 $215 - $225
6.7K $255M
DGRO
Ishares Core Dividend Growth E

ETFs
8
+ 0.13%
$66.93 - $69.17 $535 - $553
6.31K $438M
CVX
Chevron Corp

Energy
37
+ 1.95%
$148.9 - $157.72 $5.51K - $5.84K
1.93K $294M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
20
+ 0.3%
$42.71 - $43.27 $854 - $865
6.68K $284M
XLE
Energy Sector Spdr

ETFs
6.79K
+ 96.79%
$85.22 - $92.02 $578K - $625K
13.8K $617M
PG
Procter & Gamble CO

Consumer Defensive
111
+ 4.02%
$145.5 - $153.18 $16.2K - $17K
2.87K $412M
MSFT
Microsoft Corp

Technology
62
+ 1.84%
$496.82 - $542.07 $30.8K - $33.6K
3.44K $1.66B
Activity Summary
Buys All Purchases 45 New Holdings 3 Increased Positions 42 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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