Fund HoldingsBay Harbor Wealth Management, LLC

Total Portfolio Value
$278.49M
Total Bought
$43.01M
Total Sold
$29.50M
Net Transaction
+$13.51M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
BLACKROCK U.S. EQUITY FACTOR ROTATION ETF
ISHARES US EQUIT
0197,296+197,29608,7603.15%+8,760
ISHARES CORE TOTAL USD BOND MARKET ETF
CORE UNIVRSL USD
381,398521,472+140,07417,57123,7748.54%+6,203
ISHARES S&P 500 VALUE ETF028,168+28,16805,2621.89%+5,262
ISHARES S&P 500 GROWTH ETF28,47976,045+47,5662,1396,4212.31%+4,282
ISHARES CURRENCY HEDGED MSCI EAFE ETF
HDG MSCI EAFE
074,064+74,06402,5830.93%+2,583
BLACKROCK FLEXIBLE INCOME ETF047,634+47,63402,4990.90%+2,499
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
MSCI EMRG CHN
12,77048,376+35,6067082,7851.00%+2,077
DIMENSIONAL US CORE EQUITY MARKET ETF
US CORE EQT MKT
314,332341,675+27,34310,45212,4854.48%+2,033
VANGUARD FTSE DEVELOPED MARKETS ETF423,857429,085+5,22820,30321,5277.73%+1,224
ISHARES U.S. TECHNOLOGY ETF22,27827,681+5,4032,7353,7391.34%+1,004
ISHARES MSCI EAFE GROWTH ETF048,300+48,30005,0131.80%+5,013
VANGUARD FTSE EMERGING MARKETS ETF157,232170,056+12,8246,4627,1032.55%+641
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF
SHOR DUR FIX ETF
85,61098,667+13,0574,0254,6411.67%+617
ISHARES MSCI USA QUALITY FACTOR ETF
MSCI USA QLT FCT
55,59653,393-2,2038,1868,7753.15%+589
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF7,81314,238+6,4256961,2770.46%+581
VANGUARD TOTAL INTERNATIONAL BOND ETF
TOTAL INT BD ETF
0299,896+299,896014,7525.30%+14,752
VANGUARD LONG-TERM BOND ETF86,00195,330+9,3296,4146,8952.48%+481
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
INTL CORE EQT MK
106,587116,179+9,5923,0533,5111.26%+458
ISHARES CONVERTIBLE BOND ETF
CONV BD ETF
05,606+5,60604480.16%+448
VANGUARD SHORT-TERM BOND ETF0177,537+177,537013,6124.89%+13,612
ISHARES GLOBAL ENERGY ETF16,03624,193+8,1576271,0390.37%+412
DIMENSIONAL CORE FIXED INCOME ETF
CORE FIXE IN ETF
63,19672,830+9,6342,6803,0551.10%+376
VANGUARD VALUE ETF118,321110,725-7,59617,68918,0336.48%+344
VANGUARD SMALL-CAP ETF23,75423,356-3985,0685,3391.92%+272
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
EMGR CRE EQT MNG
48,89756,759+7,8621,1791,4030.50%+224
ISHARES U.S. INFRASTRUCTURE ETF
US INFRASTRUC
23,45124,794+1,3439441,0750.39%+131
VANGUARD MORTGAGE-BACKED SECURITIES ETF
MTG-BKD SECS ETF
148,974154,118+5,1446,9067,0292.52%+123
ISHARES MBS ETF63,47765,916+2,4395,9726,0922.19%+120
ISHARES U.S. TREASURY BOND ETF
US TREAS BD ETF
039,207+39,20708930.32%+893
NVIDIA CORPORATION COM(NVDA)192221+29952000.07%+105
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
2,4952,49501,2081,3080.47%+101
ISHARES SEMICONDUCTOR ETF6942,082+1,3884004700.17%+71
VANGUARD HIGH DIVIDEND YIELD INDEX ETF0546+5460660.02%+66
DELL TECHNOLOGIES INC CL C(DELL)1,5421,534-81181750.06%+57
DIAMONDBACK ENERGY INC COM(FANG)0277+2770550.02%+55
DIMENSIONAL GLOBAL REAL ESTATE ETF
GLOBAL REAL EST
11,33313,512+2,1792943450.12%+51
ISHARES U.S. TECH INDEPENDENCE FOCUSED ETF
U.S. TECH INDEPD
5,8475,84703654140.15%+49
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF0623+6230430.02%+43
META PLATFORMS INC CL A(META)270277+7961350.05%+39
T-MOBILE US INC COM(TMUS)209402+19334660.02%+32
ELI LILLY & CO COM(LLY)7596+2144750.03%+31
VANGUARD TOTAL CORPORATE BOND ETF
TOTAL CORP BND
0401+4010310.01%+31
VANGUARD TOTAL STOCK MARKET ETF261349+8862910.03%+29
AMAZON COM INC COM(AMZN)999992-71521790.06%+27
SYNOPSYS INC COM(SNPS)046+460260.01%+26
BROADCOM INC COM(AVGO)102104+21141380.05%+25
INTERACTIVE BROKERS GROUP INC COM CL A(IBKR)0898+89801000.04%+100
MICROSOFT CORP COM(MSFT)505501-41902110.08%+21
PARKER-HANNIFIN CORP COM(PH)2132130981180.04%+20
MARATHON PETE CORP COM(MPC)0387+3870780.03%+78
CROWDSTRIKE HLDGS INC CL A(CRWD)311310-179990.04%+20
CATERPILLAR INC COM(CAT)262262077960.03%+19
MERCK & CO INC COM(MRK)731727-480960.03%+16
AMERICAN EXPRESS CO COM(AXP)421416-579950.03%+16
ISHARES CORE MODERATE ALLOCATION ETF7,7337,861+1283213360.12%+15
ORACLE CORP COM(ORCL)769764-581960.03%+15
ISHARES CORE AGGRESSIVE ALLOCATION ETF2,7392,777+381892040.07%+15
ALPHABET INC CAP STK CL A(GOOG)1,4331,423-102002150.08%+15
VANGUARD TOTAL INTERNATIONAL STOCK ETF0237+2370140.01%+14
LINCOLN ELEC HLDGS INC COM(LECO)409403-6891030.04%+14
KROGER CO COM(KR)1,4121,374-3865780.03%+14
WELLS FARGO CO NEW COM(WFC)1,5591,550-977900.03%+13
ABBVIE INC COM(ABBV)501497-478910.03%+13
PULTE GROUP INC COM(PHM)975942-331011140.04%+13
SALESFORCE INC COM(CRM)324325+185980.04%+13
JPMORGAN CHASE & CO COM(JPM)430427-373860.03%+12
SHORE BANCSHARES INC COM01,000+1,0000120.00%+12
ISHARES RUSSELL 2000 ETF050+500110.00%+11
VANGUARD TOTAL BOND MARKET ETF0142+1420100.00%+10
GRAPHIC PACKAGING HLDG CO COM(GPK)2,3462,335-1158680.02%+10
MARRIOTT INTL INC NEW CL A(MAR)356355-180900.03%+9
IRON MTN INC DEL COM(IRM)1,0361,021-1573830.03%+9
PIONEER NAT RES CO COM0289+2890760.03%+76
BOSTON SCIENTIFIC CORP COM(BSX)905894-1152610.02%+9
REINSURANCE GRP OF AMERICA INC COM NEW(RGA)266266043510.02%+8
BANK NEW YORK MELLON CORP COM1,6081,593-1584920.03%+8
SERVICENOW INC COM(NOW)9699+368750.03%+8
SYSCO CORP COM(SYY)985977-872790.03%+7
IQVIA HLDGS INC COM(IQV)334334077840.03%+7
LINDE PLC SHS(LIN)132132054610.02%+7
PROSHARES BITCOIN STRATEGY ETF
BITCOIN ETF
594594012190.01%+7
BRISTOL-MYERS SQUIBB CO COM(BMY)866947+8144510.02%+7
HUNTINGTON INGALLS INDS INC COM(HII)201201052590.02%+6
VISA INC COM CL A(V)357354-393990.04%+6
NORFOLK SOUTHN CORP COM(NSC)268268063680.02%+5
PALANTIR TECHNOLOGIES INC CL A(PLTR)0689+6890160.01%+16
ISHARES CORE CONSERVATIVE ALLOCATION ETF03,317+3,31701220.04%+122
ISHARES CORE GROWTH ALLOCATION ETF1,0401,057+1755590.02%+4
ISHARES GLOBAL TECH ETF498498034370.01%+3
KIMBERLY-CLARK CORP COM(KMB)567563-470730.03%+3
JOHNSON CTLS INTL PLC SHS
SHS
041+41030.00%+3
HOWMET AEROSPACE INC COM(HWM)039+39030.00%+3
NEXTERA ENERGY INC COM(NEE)930924-656590.02%+3
NVENT ELECTRIC PLC SHS(NVT)034+34030.00%+3
AUTOLIV INC COM(ALV)021+21030.00%+3
MCKESSON CORP COM(MCK)225196-291041050.04%+1
GOLDMAN SACHS GROUP INC COM(GS)2728+111120.00%+1
PRUDENTIAL FINL INC COM(PFH)065+65080.00%+8
RESTAURANT BRANDS INTL INC COM(QSR)1,005998-779800.03%+1
VANGUARD HEALTH CARE ETF
HEALTH CAR ETF
039+390110.00%+11
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