Baer Investment Advisory LLC
Q4 2024 13F Holdings
- Locationcorte madera, CA
- Num holdings
24
- Value ($000)
$92,759
- Date Filed02/20/2025
- Form type13F-HR
- CIK0002057153
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $11.94M | 13 % | 19,211 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $7.66M | 8 % | 4,192 | ||
AMZN AMAZON COM INC | COM | 023135106 | $6.57M | 7 % | 25,480 | ||
TSM TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | $5.09M | 6 % | 861 | ||
AAPL APPLE INC | COM | 037833100 | $4.52M | 5 % | 11,897 | ||
CSGP COSTAR GROUP INC | COM | 22160N109 | $4.52M | 5 % | 52,470 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $4.47M | 5 % | 4,091 | ||
APD AIR PRODS & CHEMS INC | COM | 009158106 | $4.19M | 5 % | 11,360 | ||
SHOP SHOPIFY INC | CL A | 82509L107 | $4.06M | 4 % | 31,604 | ||
VEEV VEEVA SYS INC | CL A COM | 922475108 | $3.75M | 4 % | 14,836 |
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