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BCA

Bay Capital Advisors Portfolio holdings

AUM $187M
1-Year Est. Return 25.62%
This Fund
S&P 500
This Quarter Est. Return
+1.23%
1 Year Est. Return
+25.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
Cap. Flow
+$126M
Cap. Flow %
101.12%
Top 10 Hldgs %
46.87%
Holding
113
New
113
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 6.84%
2 Financials 5.28%
3 Healthcare 2.73%
4 Communication Services 1.88%
5 Industrials 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPYM
1
State Street SPDR Portfolio S&P 500 ETF
SPYM
$158B
$13.1M 10.58%
+190,730
New +$13.2M
QQQ icon
2
Invesco QQQ Trust
QQQ
$455B
$11.7M 9.44%
+22,951
New +$11.6M
IWF icon
3
iShares Russell 1000 Growth ETF
IWF
$122B
$6.5M 5.23%
+64,700
New +$6.36M
IJR icon
4
iShares Core S&P Small-Cap ETF
IJR
$109B
$5.47M 4.4%
+47,479
New +$5.67M
VYM icon
5
Vanguard High Dividend Yield ETF
VYM
$81.1B
$5.4M 4.34%
+42,319
New +$5.52M
XLK icon
6
State Street Technology Select Sector SPDR ETF
XLK
$115B
$3.28M 2.64%
+28,234
New +$3.28M
SPDW icon
7
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.7B
$3.26M 2.62%
+95,554
New +$3.42M
COWZ icon
8
Pacer US Cash Cows 100 ETF
COWZ
$18.2B
$3.18M 2.56%
+56,251
New +$3.3M
AAPL icon
9
Apple
AAPL
$4.89T
$3.15M 2.53%
+12,580
New +$2.96M
JEPI icon
10
JPMorgan Equity Premium Income ETF
JEPI
$45.3B
$3.15M 2.53%
+54,723
New +$3.25M
BKLN icon
11
Invesco Senior Loan ETF
BKLN
$7.1B
$3.12M 2.51%
+148,289
New +$3.13M
IJH icon
12
iShares Core S&P Mid-Cap ETF
IJH
$123B
$2.42M 1.95%
+38,889
New +$2.49M
JPM icon
13
JPMorgan Chase
JPM
$939B
$2.03M 1.63%
+8,457
New +$1.97M
SRLN icon
14
State Street Blackstone Senior Loan ETF
SRLN
$5.31B
$2M 1.61%
+48,037
New +$2.01M
VTV icon
15
Vanguard Value ETF
VTV
$189B
$1.93M 1.55%
+11,405
New +$2M
MSFT icon
16
Microsoft
MSFT
$2.84T
$1.66M 1.34%
+3,946
New +$1.68M
NVDA icon
17
NVIDIA
NVDA
$5.01T
$1.62M 1.3%
+12,060
New +$1.66M
IVV icon
18
iShares Core S&P 500 ETF
IVV
$876B
$1.61M 1.3%
+2,741
New +$1.62M
GOOGL icon
19
Alphabet (Google) Class A
GOOGL
$3.91T
$1.4M 1.13%
+7,400
New +$1.29M
LQD icon
20
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.7B
$1.35M 1.09%
+12,643
New +$1.38M
FBND icon
21
Fidelity Total Bond ETF
FBND
$26.9B
$1.33M 1.07%
+29,730
New +$1.36M
VBK icon
22
Vanguard Small-Cap Growth ETF
VBK
$23.2B
$1.33M 1.07%
+4,759
New +$1.35M
LLY icon
23
Eli Lilly
LLY
$1.07T
$1.18M 0.95%
+1,527
New +$1.26M
VUG icon
24
Vanguard Growth ETF
VUG
$216B
$1.17M 0.94%
+17,160
New +$1.15M
SPYG icon
25
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$50.7B
$1.12M 0.9%
+12,715
New +$1.1M

Similar funds

Bay Capital Advisors's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Bay Capital Advisors, which disclosed 113 positions worth $124M. Its ten largest holdings account for 47% of the portfolio.

Its largest position is State Street SPDR Portfolio S&P 500 ETF: 190,730 shares worth $13.1M.

By sector, the portfolio is most concentrated in Technology at 6.8% of assets, followed by Financials and Healthcare.

  • Bay Capital Advisors's largest Q4 2024 buy was State Street SPDR Portfolio S&P 500 ETF: 190,730 shares worth $13.1M.
  • Bay Capital Advisors's ten largest holdings make up 47% of its $124M portfolio in Q4 2024.
  • Bay Capital Advisors disclosed 113 positions in Q4 2024, its first 13F filing on record.

Based on Bay Capital Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.