Fund Holdings — Eagle Bay Advisors LLC

Total Portfolio Value
$158.62M
Total Bought
$84.97M
Total Sold
$19.12M
Net Transaction
+$65.85M
Filing Period:
Securities
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SharesValue ($K)
Q4 2023
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Q1 2024
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Change
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Q4 2023
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Q1 2024
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Weight (%)
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Change
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Apple Inc (AAPL)(AAPL)160,649+60,648010,4006.56%+10,400
Vanguard FTSE Developed Markets ETF (VEA)1,532188,739+187,207739,4695.97%+9,396
iShares Core S&P 500 ETF (IVV)31211,787+11,4751496,1973.91%+6,048
Microsoft Corp (MSFT)(MSFT)114,197+14,19605,9733.77%+5,973
iShares Select Dividend ETF (DVY)038,710+38,71004,7683.01%+4,768
Vanguard Short Term Inflation Protected Securities ETF (VTIP)54885,068+84,520264,0742.57%+4,048
SPDR Bloomberg 3-12 Month T-Bill ETF (BILS)
ST STR BL 12 ETF
10237,846+37,744103,7632.37%+3,753
Vanguard FTSE Emerging Markets ETF (VWO)64388,847+88,204263,7112.34%+3,685
Schwab US TIPS ETF (SCHP)1,12836,327+35,199591,8951.19%+1,836
Fidelity MSCI Real Estate ETF (FREL)36870,514+70,146101,8401.16%+1,830
Nvidia Corporation (NVDA)(NVDA)11,715+1,71411,5500.98%+1,549
The Coca-Cola Company (KO)(KO)121,943+21,94201,3530.85%+1,353
Vanguard Global ex-US Real Estate ETF (VNQI)16129,525+29,36471,2440.78%+1,237
JPMorgan Chase & Co (JPM)(JPM)36,062+6,05911,2140.77%+1,214
Golub Capital BDC, Inc (GBDC)(GBDC)26672,449+72,18341,2050.76%+1,201
Comcast Corp (CMCSA)(CCZ)326,781+26,77801,1610.73%+1,161
Vanguard S&P 500 ETF (VOO)632,375+2,312281,1420.72%+1,114
The Home Depot Inc (HD)(HD)12,176+2,17508350.53%+834
Berkshire Hathaway Inc (BRK-B)1,7403,405+1,6656211,4320.90%+811
Merck & Co Inc (MRK)(MRK)16,025+6,02408000.50%+800
Sonoco Products Co(SON)012,480+12,48007220.46%+722
Eli Lilly And Co (LLY)(LLY)1924+92307180.45%+718
Invesco DWA Developed Markets Momentum ETF (PIZ)1,70715,421+13,714176760.43%+659
Visa Inc (V)(V)12,251+2,25006280.40%+628
Vo92,445+2,43626110.39%+609
iShares Floating Rate Bond ETF (FLOT)
FLTG RATE NT ETF
9010,654+10,56455440.34%+539
McDonald's Corporation (MCD)(MCD)11,795+1,79405060.32%+506
iShares Core S&P Small Cap ETF (IJR)1744,351+4,177194810.30%+462
American Express Co (AXP)(AXP)11,983+1,98204510.28%+451
Automatic Data Processing Inc (ADP)3,1354,673+1,5387301,1740.74%+443
Bristol-Myers Squibb Co (BMY)(BMY)18,170+8,16904430.28%+443
Cisco Systems (CSCO)(CSCO)58,812+8,80704400.28%+440
Uber Technologies Inc (UBER)(UBER)59,26052,975-6,2853,6494,0792.57%+430
iShares TR Russell 1000 (IWF)01,270+1,27004280.27%+428
Costco Wholesale (COST)(COST)1560+55904100.26%+410
Amazon Com Inc (AMZN)(AMZN)20,35719,359-9983,0933,4922.20%+399
Intuitive Surgical (ISRG)1,707934-773173730.23%+356
Exxon Mobil Corp (XOM)19,19119,552+3611,9192,2731.43%+354
Goldman Sachs Group (GS)(GS)1804+80303360.21%+335
Oracle Corp (ORCL)(ORCL)22,618+2,61603290.21%+329
Alliant Energy Corp (LNT)(LNT)16,365+6,36403210.20%+321
Vanguard Small-Cap ETF (VB)2441,584+1,340523620.23%+310
Raytheon (RTX)(RTX)13,091+3,09003010.19%+301
Verizon Communications Inc (VZ)(VZ)57,179+7,17403010.19%+301
Nextera Energy Inc (NEE)(NEE)14,466+4,46502850.18%+285
Chevron Corp (CVX)(CVX)11,802+1,80102840.18%+284
Intel Corporation (INTC)(INTC)16,292+6,29102780.18%+278
Berkshire Hathaway (BRK-A)3301,6281,9031.20%+275
Caterpillar (CAT)(CAT)1723+72202650.17%+265
Bank of America Corp (BAC)16,572+6,57102490.16%+249
3M Co (MMM)(MMM)12,327+2,32602470.16%+247
QUALCOMM Incorporated (QCOM)(QCOM)11,391+1,39002350.15%+235
iShares Russell 2000 Growth ETF (IWO)5751,388+8131453760.24%+231
Emerson Electric Co (EMR)(EMR)11,853+1,85202100.13%+210
General Dynamics (GD)(GD)1741+74002090.13%+209
Yum! Brands Inc (YUM)(YUM)11,508+1,50702090.13%+209
Union Pac Corp (UNP)(UNP)1825+82402030.13%+203
iShares Russell 1000 ETF (IWB)7,8117,81102,0492,2501.42%+201
Salesforce Inc (CRM)(CRM)4321,021+5891143080.19%+194
The Cooper Companies (COO)(COO)01,831+1,83101860.12%+186
Wells Fargo & Co (WFC)(WFC)12,960+2,95901720.11%+172
AbbVie Inc (ABBV)(ABBV)9,8709,336-5341,5301,7001.07%+171
Unilever PLC (UL)(UL)2,5295,730+3,2011232880.18%+165
Schlumberger Limited (SLB)(SLB)12,964+2,96301630.10%+163
Honeywell International Inc (HON)(HON)1782+78101610.10%+160
Vanguard Mid-Cap Value ETF (VOE)1,6092,503+8942333900.25%+157
Deere & Co (DE)(DE)1380+37901570.10%+156
Raymond James Finl (RJF)(RJF)11,194+1,19301540.10%+154
Rollins Inc (ROL)(ROL)12,966+2,96501370.09%+137
eBay Inc (EBAY)(EBAY)12,489+2,48801310.08%+131
Lam Research Corp (LRCX)(LRCX)17146+129131420.09%+129
Alphabet Inc (GOOG)(GOOG)10,28310,314+311,4491,5700.99%+121
PACCAR Inc (PCAR)(PCAR)4,5384,53804435620.35%+119
Meta Platforms, Inc (META)(META)1,6041,403-2015686810.43%+114
Alphabet Inc (GOOGL)(GOOG)13,12512,843-2821,8331,9381.22%+105
Pepsico Inc (PEP)(PEP)2,2652,765+5003854880.31%+103
The Boeing Company (BA)(BA)1534+53301030.06%+103
Primerica Inc (PRI)(PRI)1407+40601030.06%+103
Gilead Sciences Inc (GILD)(GILD)11,394+1,39301020.06%+102
Flutter Entertainment plc (FLUT)0506+50601010.06%+101
Vanguard Growth ETF (VUG)1,4991,647+1484665670.36%+101
Graco Inc (GGG)(GGG)11,077+1,07601010.06%+101
United Parcel (UPS)(UPS)1663+6620990.06%+98
Franklin FTSE UK ETF (FLGB)
FTSE UNTD KGDM
03,719+3,7190970.06%+97
Otis Worldwide Corp (OTIS)(OTIS)1971+9700960.06%+96
Amphenol Corp (APH)4,6924,854+1624655610.35%+96
Vulcan Materials Co (VMC)(VMC)46372+326101020.06%+91
ASML Holding NV (ASML)
N Y REGISTRY SHS
597+924940.06%+90
Synchrony Financial (SYF)(SYF)12,077+2,0760900.06%+90
iShares MSCI Acwi
LOW CA OP MS ETF
0480+4800860.05%+86
iShares MSCI EAFE Small-Cap ETF (SCZ)701,426+1,3564900.06%+86
Vanguard High Dividend Yield ETF (VYM)2,9563,407+4513304120.26%+82
iShares MSCI EAFE Min Vol Factor ETF (EFAV)
MSCI EAFE MIN VL
601,210+1,1504860.05%+82
Exelon Corp Com (EXC)(EXC)12,170+2,1690820.05%+81
Phillips 66 Com (PSX)(PSX)1491+4900800.05%+80
Packaging Corporation of America (PKG)(PKG)1406+4050780.05%+77
Invesco DWA Momentum ETF (PDP)
DORS WRI MOM ETF
5,7615,76104935690.36%+77
ProShares S&P 500 Dividend Aristocrats ETF (NOBL)
S&P 500 DV ARIST
4,3034,768+4654104840.30%+74
Oneok Inc Com (OKE)(OKE)24924+9002740.05%+72
Targa Resources Corp (TRGP)(TRGP)0644+6440720.05%+72
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