BC

BayBridge Capital Group, LLC

13F
BayBridge Capital Group, LLC
Last update 2025-04-17 87 Stocks (25 new)
Value $139.00 Mil Turnover 23 %
Countries:
Top Holdings: AGG(17.34%)VTI(5.28%)SHY(5.03%)SPDW(4.74%)IJH(4.26%)
Summary Stock Picks Current Portfolio
BayBridge Capital Group, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AGG 		iShares Core U.S. Aggregate Bond ETF
243,726
24,109.4
+7.69%
17.340
+1.24%
0.020
+1.87%
+2.40%
122,574.4
 
VTI 		Vanguard Total Stock Market ETF
26,724
7,344.8
+22.19%
5.280
+0.96%
0.000
-6.30%
-3.46%
481,721.4
 
SHY 		iShares 1-3 Year Treasury Bond ETF
84,499
6,990.6
+5.52%
5.030
+0.26%
0.030
+1.59%
+1.98%
24,207.1
 
SPDW 		SPDR Portfolio Developed World ex-US ETF
180,877
6,585.7
-21.28%
4.740
-1.21%
0.030
+7.77%
+12.51%
25,136.6
 
IJH 		iShares Core S&P Mid-Cap ETF
101,471
5,920.8
+1.75%
4.260
+0.07%
0.010
-9.06%
-5.65%
89,366.2
 
IWM 		iShares Russell 2000 ETF
26,309
5,248.4
+18.29%
3.770
+0.58%
0.010
-11.28%
-9.07%
61,405.9
 
SJNK 		SPDR Bloomberg Short Term High Yield Bond ETF
150,375
3,783.4
+4.51%
2.720
+0.12%
0.100
-0.05%
+1.18%
4,018.7
 
QQQ 		INVESCO QQQ Trust
7,995
3,748.8
+72.60%
2.700
+1.14%
0.000
-6.27%
-4.24%
307,645.2
 
JPST 		JPMorgan Ultra-Short Income ETF
62,609
3,169.9
+56.87%
2.280
+0.83%
0.010
+1.23%
+1.69%
30,339.1
 
SPEM 		SPDR Portfolio Emerging Markets ETF
66,674
2,624.9
+7.02%
1.890
+0.12%
0.030
+4.54%
+5.53%
10,831.1
 

BayBridge Capital Group, LLC's Historical Top Holdings Breakdowns

BayBridge Capital Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AGG 		iShares Core U.S. Aggregate Bond ETF2025-03-31Add
+1.24%
●
95.85 ($97.76) 99.25
$97.95
0.19%
Add 7.69%
243,726
17,399
SPDW 		SPDR Portfolio Developed World ex-US ETF2025-03-31Reduce
-1.21%
●
33.84 ($36.14) 37.77
$38.40
6.25%
Reduce -21.28%
180,877
-48,886
QQQ 		INVESCO QQQ Trust2025-03-31Add
+1.14%
●
468.34 ($508.07) 539.52
$488.83
-3.79%
Add 72.6%
7,995
3,363
NFLX 		Netflix Inc2025-03-31Reduce
-1.10%
●
828.4 ($951.01) 1058.6
$1,156.49
21.61%
Reduce -87.89%
234
-1,698
HPQ 		HP Inc2025-03-31New Buy
+1.08%
●
27.69 ($31.64) 34.72
$25.95
-17.98%
New holding
54,367
54,367
MDT 		Medtronic PLC2025-03-31New Buy
+1.08%
●
79.84 ($89.48) 94.5
$84.85
-5.17%
New holding
16,751
16,751
VZ 		Verizon Communications Inc2025-03-31New Buy
+1.08%
●
37.81 ($41.63) 46.49
$43.74
5.07%
New holding
33,120
33,120
TSM 		Taiwan Semiconductor Manufacturing Co Ltd2025-03-31New Buy
+1.07%
●
165.25 ($194.34) 224.62
$179.28
-7.75%
New holding
8,980
8,980
GS 		The Goldman Sachs Group Inc2025-03-31New Buy
+1.05%
●
524.81 ($601.74) 672.19
$566.10
-5.92%
New holding
2,673
2,673
AXP 		American Express Co2025-03-31Reduce
-1.04%
●
255.39 ($295.58) 325.87
$276.85
-6.34%
Reduce -84.41%
889
-4,813

BayBridge Capital Group, LLC Total Holding History ($B)

To

BayBridge Capital Group, LLC's Asset Allocation

To

BayBridge Capital Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

BayBridge Capital Group, LLC's Hypothetical Growth since 2025-03-31

BayBridge Capital Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

BayBridge Capital Group, LLC's Holdings Heat Map

Size field:

BayBridge Capital Group, LLC's Holdings Bubble Chart

BayBridge Capital Group, LLC News

  • 1

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