Sara Bay Financial Reduced Holdings in Q3 2024

Sara Bay Financial

  • $276 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PSTG
Pure Storage, Inc.

Technology
-11.1K
- 4.87%
$45.73 - $67.71 $506K - $749K
216K $10.8B
NVDA
Nvidia Corp

Technology
-3.55K
- 0.98%
$98.91 - $134.91 $351K - $479K
358K $43.4B
INTU
Intuit Inc

Technology
-547
- 2.82%
$602.97 - $670.49 $330K - $367K
18.9K $11.7B
USFR
Wisdomtree Floating Rate Treas

ETFs
-19.2K
- 19.49%
$50.2 - $50.48 $964K - $969K
79.3K $3.98B
SMCI
Super Micro Computer, Inc.

Technology
-400
- 27.3%
$386.46 - $909.96 $155K - $364K
1.07K $443M
HD
Home Depot, Inc.

Consumer Cyclical
-2.2K
- 37.83%
$333.64 - $405.2 $734K - $892K
3.62K $1.47B
IVV
Ishares Core S&P 500 ETF

ETFs
-638
- 24.41%
$520.18 - $576.82 $332K - $368K
1.98K $1.14B
EW
Edwards Lifesciences Corp

Healthcare
-1.16K
- 19.32%
$59.7 - $93.78 $69.4K - $109K
4.85K $320M
VZ
Verizon Communications Inc

Communication Services
-6.79K
- 32.53%
$38.89 - $45.0 $264K - $306K
14.1K $632M
XOM
Exxon Mobil Corp

Energy
-1.81K
- 50.76%
$109.72 - $119.0 $198K - $215K
1.75K $205M
NEE
Nextera Energy Inc

Utilities
-3.78K
- 38.54%
$69.9 - $84.97 $264K - $321K
6.02K $509M
MPC
Marathon Petroleum Corp

Energy
-597
- 13.76%
$158.61 - $180.75 $94.7K - $108K
3.74K $610M
BAC
Bank Of America Corp

Financial Services
-3.35K
- 23.17%
$36.65 - $44.13 $123K - $148K
11.1K $440M
CVX
Chevron Corp

Energy
-703
- 23.17%
$137.88 - $161.97 $96.9K - $114K
2.33K $343M
VNQ
Vanguard Specialized Funds Van

ETFs
-2.59K
- 23.26%
$82.97 - $98.97 $215K - $256K
8.55K $833M
HLIO
Helios Technologies, Inc.

Industrials
-1.07K
- 0.11%
$40.13 - $47.64 $42.9K - $50.9K
970K $46.3B
IXUS
Ishares Tr

ETFs
-1.81K
- 20.35%
$64.9 - $73.35 $118K - $133K
7.09K $515M
PFE
Pfizer Inc

Healthcare
-2.96K
- 21.67%
$27.7 - $31.39 $81.9K - $92.8K
10.7K $309M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.11K
- 13.24%
$117.9 - $128.2 $131K - $142K
7.27K $931M
VO
Vanguard Mid Cap ETF

ETFs
-386
- 18.23%
$237.84 - $263.83 $91.8K - $102K
1.73K $457M
VB
Vanguard Small Cap ETF

ETFs
-370
- 16.39%
$214.77 - $237.72 $79.5K - $88K
1.89K $448M
VEEV
Veeva Systems Inc

Healthcare
-387
- 24.26%
$180.43 - $223.9 $69.8K - $86.6K
1.21K $254M
VTI
Vanguard Total Stock Market Et

ETFs
-267
- 9.74%
$255.18 - $283.2 $68.1K - $75.6K
2.47K $700M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-1.06K
- 9.72%
$66.31 - $74.08 $70.1K - $78.3K
9.81K $720M
BNS
Bank Of Nova Scotia

Financial Services
-924
- 16.04%
$44.71 - $54.78 $41.3K - $50.6K
4.84K $263M
PANW
Palo Alto Networks Inc

Technology
-9
- 0.33%
$294.18 - $368.01 $2.65K - $3.31K
2.68K $917M
STX
Seagate Technology Holdings PLC

Technology
-552
- 4.53%
$92.1 - $110.76 $50.8K - $61.1K
11.6K $1.27B
DE
Deere & CO

Industrials
-114
- 7.43%
$344.84 - $418.0 $39.3K - $47.7K
1.42K $593M
CSCO
Cisco Systems, Inc.

Technology
-1.12K
- 6.82%
$44.74 - $53.22 $50.3K - $59.8K
15.4K $818M
WELL
Welltower Inc.

Real Estate
-655
- 10.9%
$104.0 - $129.74 $68.1K - $85K
5.35K $685M
MET
Metlife Inc

Financial Services
-370
- 4.62%
$67.96 - $82.48 $25.1K - $30.5K
7.64K $630M
FAST
Fastenal CO

Industrials
-359
- 3.02%
$62.09 - $71.83 $22.3K - $25.8K
11.5K $822M
ABT
Abbott Laboratories

Healthcare
-5
- 0.07%
$100.07 - $118.13 $500 - $591
7.64K $871M
CCI
Crown Castle International Corp

Real Estate
-720
- 7.86%
$95.29 - $120.24 $68.6K - $86.6K
8.44K $1B
PSA
Public Storage

Real Estate
-37
- 2.09%
$283.13 - $365.01 $10.5K - $13.5K
1.73K $630M
AAPL
Apple Inc.

Technology
-1.32K
- 6.06%
$207.23 - $234.82 $273K - $309K
20.4K $4.76B
LOW
Lowes Companies Inc

Consumer Cyclical
-21
- 0.56%
$213.3 - $270.78 $4.48K - $5.69K
3.73K $1.01B
ABBV
Abb Vie Inc.

Healthcare
-408
- 2.96%
$163.84 - $199.33 $66.8K - $81.3K
13.4K $2.64B
GLOB
Globant S.A.

Technology
-949
- 2.18%
$176.29 - $207.07 $167K - $197K
42.6K $8.45B
U
Unity Software Inc.

Technology
-4.11K
- 2.7%
$13.93 - $23.19 $57.3K - $95.4K
148K $3.36B
META
Meta Platforms, Inc.

Communication Services
-1.7K
- 5.73%
$453.41 - $572.44 $771K - $973K
28K $16B
LEU
Centrus Energy Corp

Energy
-10.2K
- 3.03%
$35.36 - $57.72 $362K - $591K
327K $17.9B
Thomson Reuters Corp F
-208
- 6.16%
N/A
3.17K $5.41B
PEG
Public Service Enterprise Group Inc

Utilities
-1.52K
- 8.81%
$73.58 - $89.21 $112K - $136K
15.7K $14B
EPAM
Epam Systems, Inc.

Technology
-5.1K
- 35.69%
$185.58 - $185.58 $946K - $946K
9.19K $18.3B
Activity Summary
Buys All Purchases 25 New Holdings 9 Increased Positions 16 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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