Eagle Bay Advisors LLC Q1 2025 Filing

Filed May 5, 2025

Portfolio Value

$118.0M

Holdings

114

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (114 positions)

StockValue
VEAVanguard FTSE Developed Markets ETF (VEA)
$11.9M
AAPLApple Inc (AAPL)
$10.0M
VWOVanguard FTSE Emerging Markets ETF (VWO)
$6.3M
TSLATesla Inc (TSLA)
$6.0M
AQLTiShares Select Dividend ETF (DVY)
$5.2M
MSFTMicrosoft Corp (MSFT)
$4.4M
IVViShares Core S&P 500 ETF (IVV)
$4.0M
GBDCGolub Capital BDC, Inc (GBDC)
$3.9M
UBERUber Technologies Inc (UBER)
$3.5M
SCHPSchwab US TIPS ETF (SCHP)
$2.5M
XOMExxon Mobil Corp (XOM)
$2.4M
IWBiShares Russell 1000 ETF (IWB)
$2.1M
ARCCAres Capital Corporation (ARCC)
$2.0M
ABBVAbbVie Inc (ABBV)
$2.0M
SGOViShares 0-3 Month Treasury Bond ETF (SGOV)
$1.9M
AMZNAmazon Com Inc (AMZN)
$1.8M
VCSHVanguard Short-Term Corporate Bond Index Fund (VCSH)
$1.7M
FRELFidelity MSCI Real Estate ETF (FREL)
$1.6M
GOOGAlphabet Inc (GOOG)
$1.4M
KOThe Coca-Cola Company (KO)
$1.3M
JPMJPMorgan Chase & Co (JPM)
$1.3M
ADPAutomatic Data Processing Inc (ADP)
$1.3M
VOOVanguard S&P 500 ETF (VOO)
$1.2M
ABTAbbott Laboratories (ABT)
$1.2M
NVDANvidia Corporation (NVDA)
$1.2M
BRZEBraze Inc (BRZE)
$1.2M
BRK/BBerkshire Hathaway Inc (BRK-B)
$1.1M
GOOGLAlphabet Inc (GOOGL)
$1.0M
PNCPNC Financial Services Group (PNC)
$949K
VNQIVanguard Global ex-US Real Estate ETF (VNQI)
$820K
IBMInternational Business Machines Corporation (IBM)
$801K
BRK-BBerkshire Hathaway (BRK-A)
$798K
JNJJohnson & Johnson (JNJ)
$788K
ADBEAdobe Inc (ADBE)
$775K
WMTWalmart Inc (WMT)
$745K
CMCSAComcast Corp (CMCSA)
$663K
VSSVanguard FTSE All-World ex-US Small Capital Index Fund (VSS)
$661K
HDThe Home Depot Inc (HD)
$660K
VOVo
$632K
APHAmphenol Corp (APH)
$631K
APDAir Products & Chemicals Inc (APD)
$629K
MRKMerck & Co Inc (MRK)
$623K
MCDMcDonald's Corporation (MCD)
$608K
VVisa Inc (V)
$606K
LLYEli Lilly And Co (LLY)
$604K
VUGVanguard Growth ETF (VUG)
$602K
SONSonoco Products Co
$596K
PDPInvesco DWA Momentum ETF (PDP)
$576K
CNRCanadian National Railway (CNI)
$499K
METAMeta Platforms, Inc (META)
$496K
NOBLProShares S&P 500 Dividend Aristocrats ETF (NOBL)
$486K
UNHUnitedHealth Group Inc (UNH)
$465K
BRBroadridge Financial Solutions Inc (BR)
$464K
IWFiShares TR Russell 1000 (IWF)
$459K
VYMVanguard High Dividend Yield ETF (VYM)
$439K
VOEVanguard Mid-Cap Value ETF (VOE)
$402K
SPYSPDR S&P 500 ETF Trust (SPY)
$400K
COSTCostco Wholesale (COST)
$400K
PHParker-Hannifin Corp (PH)
$396K
BMYBristol-Myers Squibb Co (BMY)
$396K
AMGNAmgen Inc (AMGN)
$379K
ACLSAxcelis Technologies (ACLS)
$377K
AVGOBroadcom Inc (AVGO)
$377K
VTIPVanguard Short Term Inflation Protected Securities ETF (VTIP)
$376K
4I1Philip Morris (PM)
$373K
FLOTiShares Floating Rate Bond ETF (FLOT)
$367K
ORCLOracle Corp (ORCL)
$365K
IWOiShares Russell 2000 Growth ETF (IWO)
$355K
BACVerizon Communications Inc (VZ)
$340K
VBVanguard Small-Cap ETF (VB)
$337K
MTBM & T Bank Corp (MTB)
$334K
ACNAccenture Plc (ACN)
$326K
ULUnilever PLC (UL)
$320K
PWBInvesco Dynamic Large Cap Growth ETF (PWB)
$317K
CDLVictoryShares US Large Cap High Div Volatility Wtd ETF (CDL)
$315K
PGThe Procter & Gamble Company (PG)
$295K
GEGeneral Electric (GE)
$291K
WMBWilliams Companies Inc (WMB)
$290K
NFLXNetflix Inc (NFLX)
$289K
MMM3M Co (MMM)
$286K
IJTiShares S&P Small-Cap 600 Growth ETF (IJT)
$280K
PCARPACCAR Inc (PCAR)
$278K
SYKStryker Corporation (SYK)
$278K
AXPAmerican Express Co (AXP)
$268K
NEENextera Energy Inc (NEE)
$267K
TDYTeledyne (TDY)
$265K
QCOMQUALCOMM Incorporated (QCOM)
$265K
JKHYHenry Jack (JKHY)
$261K
GSGoldman Sachs Group (GS)
$258K
RTXRaytheon (RTX)
$249K
GDGeneral Dynamics (GD)
$244K
COFCapital One (COF)
$243K
A4SAmeriprise Financial (AMP)
$240K
CTVACorteva Inc (CTVA)
$239K
ICSHiShares Ultra Short-Term Bond ETF (ICSH)
$235K
IJKiShares S&P Mid-Cap 400 Growth ETF (IJK)
$235K
LOWLowes Companies Inc (LOW)
$233K
STIPiShares 0-5 Year TIPS Bond ETF (STIP)
$228K
IBITiShares Bitcoin Trust (IBIT)
$224K
SONYSony Group (SONY)
$219K
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