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Bay Harbor Wealth Management

Latest statistics and disclosures from Bay Harbor Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, IUSB, DFAU, VUG, VEA, and represent 36.91% of Bay Harbor Wealth Management's stock portfolio.
Added to shares of these 10 stocks: MTUM, DFAU, EFV, DFSD, DFCF, EFG, IVV, QUAL, IAU, DYNF.
Started 30 new stock positions in CSCO, CL, OGN, LHX, GE, AVXL, Grayscale Bitcoin Mini Trust Etf, GTBIF, STNE, GEV.
Reduced shares in these 10 stocks: IUSB, IGEB, VUG, Icapital Kkr Private Mkts Fd Shs Ben Int I, VTV, VEA, BNDX, BSV, VWO, VB.
Sold out of its positions in AFL, ADI, BDX, HII, IQV, IWM, IGEB, KLDO, LOW, MU. QCOM, NBRVF, CB.
Bay Harbor Wealth Management was a net buyer of stock by $7.2M.
Bay Harbor Wealth Management has $308M in assets under management (AUM), dropping by 0.64%.
Central Index Key (CIK): 0001767989

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Portfolio Holdings for Bay Harbor Wealth Management

Bay Harbor Wealth Management holds 181 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)	8.4	$26M	+2%	44k	588.67	View chart
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)	8.0	$25M	-7%	548k	45.20	View chart
Dimensional Us Core Equity Market Etf Exchange Traded Fund (DFAU)	7.6	$24M	+10%	581k	40.49	View chart
Vanguard Growth Etf Exchange Traded Fund (VUG)	6.8	$21M	-4%	51k	410.44	View chart
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)	6.0	$19M		386k	47.82	View chart
Vanguard Value Etf Exchange Traded Fund (VTV)	5.2	$16M	-3%	95k	169.30	View chart
Vanguard Total International Bond Etf Exchange Traded Fund (BNDX)	4.4	$14M		278k	49.05	View chart
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)	4.2	$13M		166k	77.27	View chart
Ishares S&p 500 Growth Etf Exchange Traded Fund (IVW)	3.9	$12M		118k	101.53	View chart
Ishares U.s. Equity Factor Rotation Active Etf Exchange Traded Fund (DYNF)	3.6	$11M	+4%	214k	51.25	View chart
Ishares Msci Usa Quality Factor Etf Exchange Traded Fund (QUAL)	3.4	$10M	+5%	58k	178.08	View chart
Ishares Msci Eafe Growth Etf Exchange Traded Fund (EFG)	2.7	$8.3M	+8%	86k	96.83	View chart
Ishares Msci Eafe Value Etf Exchange Traded Fund (EFV)	2.7	$8.2M	+18%	157k	52.47	View chart
Dimensional Short-duration Fixed Income Etf Exchange Traded Fund (DFSD)	2.6	$8.0M	+13%	170k	46.88	View chart
Vanguard Mortgage-backed Securities Etf Exchange Traded Fund (VMBS)	2.1	$6.6M		146k	45.34	View chart
Vanguard Ftse Emerging Markets Etf Exchange Traded Fund (VWO)	2.1	$6.6M	-3%	149k	44.04	View chart
Ishares Mbs Etf Exchange Traded Fund (MBB)	2.1	$6.5M	+4%	71k	91.68	View chart
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)	2.0	$6.1M		81k	74.73	View chart
Vanguard Long-term Bond Etf Exchange Traded Fund (BLV)	2.0	$6.0M		88k	68.43	View chart
Ishares S&p 500 Value Etf Exchange Traded Fund (IVE)	1.9	$5.9M	+5%	31k	190.88	View chart
Dimensional International Core Equity Market Etf Exchange Traded Fund (DFAI)	1.8	$5.7M	+8%	195k	29.20	View chart
Dimensional Core Fixed Income Etf Exchange Traded Fund (DFCF)	1.7	$5.4M	+15%	130k	41.27	View chart
Vanguard Small-cap Etf Exchange Traded Fund (VB)	1.6	$4.8M	-3%	20k	240.28	View chart
Ishares U.s. Technology Etf Exchange Traded Fund (IYW)	1.5	$4.5M		28k	159.52	View chart
Ishares Msci Emerging Markets Ex China Etf Exchange Traded Fund (EMXC)	1.3	$4.1M	+11%	75k	55.45	View chart
Ishares Flexible Income Active Etf Exchange Traded Fund (BINC)	1.3	$4.1M	+3%	78k	52.02	View chart
Ishares Msci Usa Momentum Factor Etf Exchange Traded Fund (MTUM)	1.0	$3.0M	NEW	14k	206.92	View chart
Ishares 20 Year Treasury Bond Etf Exchange Traded Fund (TLT)	0.9	$2.9M	+2%	33k	87.33	View chart
Dimensional Emerging Core Equity Market Etf Exchange Traded Fund (DFAE)	0.8	$2.6M	+17%	103k	25.37	View chart
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)	0.7	$2.3M		43k	52.22	View chart
Vanguard Information Technology Etf Exchange Traded Fund (VGT)	0.5	$1.6M		2.5k	621.80	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Exchange Traded Fund (EMB)	0.4	$1.3M		14k	89.29	View chart
Ishares U.s. Infrastructure Etf Exchange Traded Fund (IFRA)	0.4	$1.2M	+4%	26k	46.29	View chart
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)	0.3	$925k	+3%	40k	22.98	View chart
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)	0.3	$798k	+58%	9.4k	84.97	View chart
Dimensional Global Real Estate Etf Exchange Traded Fund (DFGR)	0.2	$637k	+16%	25k	25.54	View chart
Ishares Gold Trust Exchange Traded Fund (IAU)	0.2	$537k	NEW	11k	49.51	View chart
Ishares U.s. Tech Independence Focused Etf Exchange Traded Fund (IETC)	0.2	$499k		5.8k	85.32	View chart
Ishares Semiconductor Etf Exchange Traded Fund (SOXX)	0.2	$485k		2.3k	215.49	View chart
Tesla Common Stock (TSLA)	0.1	$394k		975.00	403.84	View chart
Apple Common Stock (AAPL)	0.1	$356k		1.4k	250.41	View chart
Ishares Core Moderate Allocation Etf Exchange Traded Fund (AOM)	0.1	$348k		8.0k	43.44	View chart
Nvidia Corporation Common Stock (NVDA)	0.1	$308k	-15%	2.3k	134.31	View chart
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)	0.1	$259k	NEW	5.5k	47.01	View chart
Vanguard Dividend Appreciation Etf Exchange Traded Fund (VIG)	0.1	$259k	-14%	1.3k	195.83	View chart
Spdr S&p 500 Etf Trust Exchange Traded Fund (SPY)	0.1	$252k		430.00	586.19	View chart
Alphabet Inc Cap Stk Cl A Common Stock (GOOGL)	0.1	$250k		1.3k	189.30	View chart
Microsoft Corp Common Stock (MSFT)	0.1	$236k		559.00	421.50	View chart
Broadcom Common Stock (AVGO)	0.1	$229k	+15%	987.00	231.84	View chart
Ishares Core Aggressive Allocation Etf Exchange Traded Fund (AOA)	0.1	$221k		2.9k	76.61	View chart
Amazon Common Stock (AMZN)	0.1	$218k	+4%	992.00	219.39	View chart
Vanguard Consumer Discretionary Etf Exchange Traded Fund (VCR)	0.1	$205k	-24%	546.00	375.38	View chart
Dell Technologies Inc Cl C Common Stock (DELL)	0.1	$181k	+5%	1.6k	115.24	View chart
Spdr Portfolio Aggregate Bond Etf Exchange Traded Fund (SPAB)	0.1	$172k		6.9k	24.99	View chart
Visa Inc Com Cl A Common Stock (V)	0.1	$161k	+49%	509.00	316.04	View chart
Interactive Brokers Group Inc Com Cl A Common Stock (IBKR)	0.1	$157k	+2%	886.00	176.67	View chart
Meta Platforms Inc Cl A Common Stock (META)	0.1	$156k		267.00	585.75	View chart
Parker-hannifin Corp Common Stock (PH)	0.0	$137k	+4%	216.00	636.03	View chart
Oracle Corp Common Stock (ORCL)	0.0	$125k	+14%	747.00	166.64	View chart
Bank New York Mellon Corp Common Stock (BK)	0.0	$121k	+2%	1.6k	76.83	View chart
American Express Common Stock (AXP)	0.0	$120k	+2%	404.00	296.79	View chart
Ishares Core Conservative Allocation Etf Exchange Traded Fund (AOK)	0.0	$117k		3.1k	37.30	View chart
Mckesson Corp Common Stock (MCK)	0.0	$111k	+2%	194.00	570.59	View chart
Wells Fargo Common Stock (WFC)	0.0	$110k	+3%	1.6k	70.24	View chart
Ishares Core S&p Total U.s. Stock Market Etf Exchange Traded Fund (ITOT)	0.0	$110k	-5%	853.00	128.62	View chart
Salesforce Common Stock (CRM)	0.0	$105k		314.00	334.33	View chart
Vanguard Total Stock Market Etf Exchange Traded Fund (VTI)	0.0	$105k	+5%	361.00	289.86	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.0	$104k	-11%	434.00	239.85	View chart
Delta Air Lines Inc Del Common Stock (DAL)	0.0	$101k	+2%	1.7k	60.50	View chart
Servicenow Common Stock (NOW)	0.0	$101k		95.00	1060.12	View chart
Pulte Group Common Stock (PHM)	0.0	$100k	+5%	917.00	109.11	View chart
Boston Scientific Corp Common Stock (BSX)	0.0	$100k		1.1k	89.32	View chart
Marriott Intl Inc New Cl A Common Stock (MAR)	0.0	$97k	+2%	348.00	278.94	View chart
Abbvie Common Stock (ABBV)	0.0	$96k	+7%	538.00	177.70	View chart
Caterpillar Common Stock (CAT)	0.0	$94k	+3%	260.00	362.76	View chart
Eli Lilly & Co Common Stock (LLY)	0.0	$94k	+32%	122.00	772.00	View chart
Iron Mtn Inc Del Real Estate Investment Trust (IRM)	0.0	$93k	+4%	881.00	105.80	View chart
T-mobile Us Common Stock (TMUS)	0.0	$90k	+3%	408.00	220.73	View chart
Crowdstrike Hldgs Inc Cl A Common Stock (CRWD)	0.0	$84k		245.00	342.16	View chart
Unitedhealth Group Common Stock (UNH)	0.0	$82k	+5%	162.00	505.86	View chart
Kroger Common Stock (KR)	0.0	$82k		1.3k	61.15	View chart
Reinsurance Grp Of America Common Stock (RGA)	0.0	$78k	+4%	363.00	213.63	View chart
Uber Technologies Common Stock (UBER)	0.0	$73k	+5%	1.2k	60.32	View chart
Sysco Corp Common Stock (SYY)	0.0	$73k		953.00	76.46	View chart
Adobe Common Stock (ADBE)	0.0	$73k	+4%	163.00	444.67	View chart
Workday Inc Cl A Common Stock (WDAY)	0.0	$72k	+2%	280.00	258.03	View chart
Kimberly-clark Corp Common Stock (KMB)	0.0	$72k	+3%	542.00	132.22	View chart
Merck & Co Common Stock (MRK)	0.0	$71k		710.00	100.28	View chart
Vanguard High Dividend Yield Index Etf Exchange Traded Fund (VYM)	0.0	$70k		546.00	127.59	View chart
Tjx Cos Common Stock (TJX)	0.0	$70k		575.00	120.81	View chart
Exxon Mobil Corp Common Stock (XOM)	0.0	$66k	-3%	612.00	107.57	View chart
Nextera Energy Common Stock (NEE)	0.0	$65k	+2%	910.00	71.69	View chart
Restaurant Brands Intl Common Stock (QSR)	0.0	$65k	+3%	982.00	65.74	View chart
Graphic Packaging Hldg Common Stock (GPK)	0.0	$64k		2.3k	27.26	View chart
Ark Innovation Etf Exchange Traded Fund (ARKK)	0.0	$61k		1.1k	56.77	View chart
Ishares Core Growth Allocation Etf Exchange Traded Fund (AOR)	0.0	$61k		1.1k	57.32	View chart
Mondelez Intl Inc Cl A Common Stock (MDLZ)	0.0	$56k	+2%	932.00	60.20	View chart
Marathon Pete Corp Common Stock (MPC)	0.0	$55k	+4%	391.00	139.50	View chart
Linde Common Stock (LIN)	0.0	$54k	+3%	130.00	418.67	View chart
Centerpoint Energy Common Stock (CNP)	0.0	$53k		1.7k	31.73	View chart
Palantir Technologies Inc Cl A Common Stock (PLTR)	0.0	$52k		689.00	75.63	View chart
Diamondback Energy Common Stock (FANG)	0.0	$46k	+6%	281.00	163.83	View chart
Procter And Gamble Common Stock (PG)	0.0	$45k	+972%	268.00	167.65	View chart
Vanguard International High Dividend Yield Etf Exchange Traded Fund (VYMI)	0.0	$42k		623.00	67.88	View chart
Ishares Global Tech Etf Exchange Traded Fund (IXN)	0.0	$42k		498.00	84.75	View chart
Gaming & Leisure Pptys Real Estate Investment Trust (GLPI)	0.0	$40k	+3%	832.00	48.16	View chart
Walmart Common Stock (WMT)	0.0	$37k		412.00	90.56	View chart
Royal Caribbean Group Common Stock (RCL)	0.0	$36k	NEW	155.00	230.68	View chart
Disney Walt Common Stock (DIS)	0.0	$35k	NEW	314.00	111.35	View chart
Proshares Bitcoin Etf Exchange Traded Fund (BITO)	0.0	$34k	+152%	1.5k	22.78	View chart
Pepsico Common Stock (PEP)	0.0	$34k	NEW	221.00	152.06	View chart
Johnson & Johnson Common Stock (JNJ)	0.0	$32k	NEW	223.00	144.62	View chart
Cim Real Estate Fin Tr Real Estate Investment Trust	0.0	$32k	NEW	5.2k	6.13	View chart
Vanguard Total Corporate Bond Etf Exchange Traded Fund (VTC)	0.0	$30k		401.00	75.71	View chart
Icapital Kkr Private Mkts Fd Shs Ben Int I Closed End Fund	0.0	$25k	-97%	658.00	37.73	View chart
Grayscale Bitcoin Mini Trust Etf Exchange Traded Fund	0.0	$23k	NEW	558.00	41.87	View chart
L3harris Technologies Common Stock (LHX)	0.0	$23k	NEW	107.00	210.27	View chart
Coca Cola Common Stock (KO)	0.0	$17k	NEW	277.00	62.26	View chart
Goldman Sachs Group Common Stock (GS)	0.0	$16k	+3%	29.00	565.66	View chart
Shore Bancshares Common Stock (SHBI)	0.0	$16k		1.0k	15.85	View chart
Bristol-myers Squibb Common Stock (BMY)	0.0	$14k	NEW	248.00	56.56	View chart
Vanguard Total International Stock Etf Exchange Traded Fund (VXUS)	0.0	$14k		237.00	58.93	View chart
Colgate Palmolive Common Stock (CL)	0.0	$14k	NEW	153.00	90.91	View chart
Comcast Corp New Cl A Common Stock (CMCSA)	0.0	$13k	-70%	342.00	37.53	View chart
Vanguard Total Bond Market Etf Exchange Traded Fund (BND)	0.0	$10k		142.00	71.91	View chart
Ge Aerospace Common Stock (GE)	0.0	$10k	NEW	61.00	166.79	View chart
Vanguard Health Care Etf Exchange Traded Fund (VHT)	0.0	$9.9k		39.00	253.67	View chart
Prudential Finl Common Stock (PRU)	0.0	$7.7k		65.00	118.52	View chart
Sentinelone Inc Cl A Common Stock (S)	0.0	$7.6k	NEW	341.00	22.20	View chart
Spdr Portfolio S&p 500 Etf Exchange Traded Fund (SPLG)	0.0	$6.8k		98.00	68.94	View chart
Palo Alto Networks Common Stock (PANW)	0.0	$6.5k	+100%	36.00	181.94	View chart
Ishares Msci Usa Min Vol Factor Etf Exchange Traded Fund (USMV)	0.0	$5.7k		64.00	88.78	View chart
Invesco S&p 500 Equal Weight Etf Exchange Traded Fund (RSP)	0.0	$5.1k		29.00	175.21	View chart
Ge Vernova Common Stock (GEV)	0.0	$4.9k	NEW	15.00	328.87	View chart
Tapestry Common Stock (TPR)	0.0	$4.4k		67.00	65.33	View chart
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)	0.0	$4.4k		8.00	544.12	View chart
Vanguard Russell 3000 Etf Exchange Traded Fund (VTHR)	0.0	$4.2k		16.00	259.69	View chart
Schwab Charles Corp Common Stock (SCHW)	0.0	$3.8k		51.00	74.57	View chart
Fiserv Common Stock (FI)	0.0	$3.5k		17.00	205.41	View chart
Vaneck Rare Earth And Strategic Metals Etf Exchange Traded Fund (REMX)	0.0	$3.4k		86.00	39.00	View chart
Coherent Corp Common Stock (COHR)	0.0	$3.3k	NEW	35.00	94.71	View chart
Johnson Ctls Intl Common Stock (JCI)	0.0	$3.2k		41.00	78.93	View chart
Howmet Aerospace Common Stock (HWM)	0.0	$3.2k		29.00	109.34	View chart
Home Depot Common Stock (HD)	0.0	$3.1k		8.00	388.88	View chart
Resmed Common Stock (RMD)	0.0	$3.0k		13.00	228.62	View chart
Elevance Health Common Stock (ELV)	0.0	$3.0k	+60%	8.00	368.88	View chart
Zoetis Inc Cl A Common Stock (ZTS)	0.0	$2.9k	+12%	18.00	162.89	View chart
Ishares Currency Hedged Msci Eafe Etf Exchange Traded Fund (HEFA)	0.0	$2.9k	-94%	84.00	34.75	View chart
Cisco Sys Common Stock (CSCO)	0.0	$2.9k	NEW	49.00	59.18	View chart
Gilead Sciences Common Stock (GILD)	0.0	$2.8k	NEW	30.00	92.37	View chart
The Cigna Group Common Stock (CI)	0.0	$2.8k	+25%	10.00	276.10	View chart
Bank America Corp Common Stock (BAC)	0.0	$2.6k		59.00	43.95	View chart
Clean Harbors Common Stock (CLH)	0.0	$2.5k		11.00	230.09	View chart
Advanced Micro Devices Common Stock (AMD)	0.0	$2.4k	NEW	20.00	120.75	View chart
Nvent Electric Common Stock (NVT)	0.0	$2.3k		34.00	68.15	View chart
Kraft Heinz Common Stock (KHC)	0.0	$2.1k		67.00	30.79	View chart
Autoliv Common Stock (ALV)	0.0	$2.0k		21.00	93.76	View chart
Target Corp Common Stock (TGT)	0.0	$1.9k	NEW	14.00	135.14	View chart
Ge Healthcare Technologies Common Stock (GEHC)	0.0	$1.6k	NEW	20.00	78.15	View chart
Ishares Self-driving Ev & Tech Etf Exchange Traded Fund (IDRV)	0.0	$1.5k		50.00	29.22	View chart
Portland Gen Elec Common Stock (POR)	0.0	$1.5k		33.00	44.09	View chart
Magnite Common Stock (MGNI)	0.0	$1.4k		91.00	15.91	View chart
Weatherford Intl Plc Ord Common Stock (WFRD)	0.0	$1.4k	+25%	20.00	71.60	View chart
Berkshire Hathaway Inc Del Cl B Common Stock (BRK.B)	0.0	$1.4k		3.00	453.00	View chart
Medifast Common Stock (MED)	0.0	$1.2k	NEW	70.00	17.61	View chart
Stag Indl Real Estate Investment Trust (STAG)	0.0	$1.1k		32.00	33.94	View chart
Ishares Msci China Etf Exchange Traded Fund (MCHI)	0.0	$937.000000		20.00	46.85	View chart
Labcorp Holdings Common Stock (LH)	0.0	$917.000000		4.00	229.25	View chart
Ishares China Large-cap Etf Exchange Traded Fund (FXI)	0.0	$912.999000		30.00	30.43	View chart
Ishares Msci China Multisector Tech Etf Exchange Traded Fund (TCHI)	0.0	$901.000000		50.00	18.02	View chart
Anavex Life Sciences Corp Common Stock (AVXL)	0.0	$751.002000	NEW	70.00	10.73	View chart
Green Thumb Inds Inc Sub Vtg Common Stock (GTBIF)	0.0	$448.998000	NEW	55.00	8.16	View chart
Wabtec Common Stock (WAB)	0.0	$379.000000	NEW	2.00	189.50	View chart
Peloton Interactive Inc Cl A Common Stock (PTON)	0.0	$303.999500	NEW	35.00	8.69	View chart
Stoneco Ltd Com Cl A Common Stock (STNE)	0.0	$190.999200	NEW	24.00	7.96	View chart
Advisorshares Pure Us Cannabis Etf Exchange Traded Fund (MSOS)	0.0	$190.000000		50.00	3.80	View chart
Amplify Alternative Harvest Etf Exchange Traded Fund (MJ)	0.0	$156.002000	NEW	70.00	2.23	View chart
Fortrea Hldgs Common Stock (FTRE)	0.0	$74.000000		4.00	18.50	View chart
Embecta Corp Common Stock (EMBC)	0.0	$41.000000		2.00	20.50	View chart
Organon & Co Common Stock (OGN)	0.0	$14.000000	NEW	1.00	14.00	View chart
First Rep Bk San Francisco Cal Common Stock (FRCB)	0.0	$0		65.00	0.00	View chart

Past Filings by Bay Harbor Wealth Management

SEC 13F filings are viewable for Bay Harbor Wealth Management going back to 2018

Bay Harbor Wealth Management 2024 Q4 filed Jan. 27, 2025
Bay Harbor Wealth Management 2024 Q3 filed Oct. 24, 2024
Bay Harbor Wealth Management 2024 Q2 filed July 24, 2024
Bay Harbor Wealth Management 2024 Q1 filed April 22, 2024
Bay Harbor Wealth Management 2023 Q4 filed Jan. 26, 2024
Bay Harbor Wealth Management 2023 Q3 filed Oct. 25, 2023
Bay Harbor Wealth Management 2023 Q2 filed July 19, 2023
Bay Harbor Wealth Management 2023 Q1 filed May 3, 2023
Bay Harbor Wealth Management 2022 Q4 filed Jan. 25, 2023
Bay Harbor Wealth Management 2022 Q3 filed Nov. 2, 2022
Bay Harbor Wealth Management 2022 Q2 filed Aug. 5, 2022
Bay Harbor Wealth Management 2022 Q1 filed April 19, 2022
Bay Harbor Wealth Management 2021 Q4 filed Feb. 10, 2022
Bay Harbor Wealth Management 2021 Q3 filed Nov. 24, 2021
Bay Harbor Wealth Management 2021 Q2 filed July 28, 2021
Bay Harbor Wealth Management 2021 Q1 filed May 5, 2021

View all past filings

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