Question 1

What stocks does BAER INVESTMENT ADVISORY LLC hold in its portfolio?

Accepted Answer

BAER INVESTMENT ADVISORY LLC's top stock holdings include QQQ, VEEV, AMZN and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are BAER INVESTMENT ADVISORY LLC's largest stock holdings?

Accepted Answer

BAER INVESTMENT ADVISORY LLC's largest stock holdings as of their last filing include QQQ (valued at approximately $0.3 million), VEEV (valued at approximately $6.7 million), AMZN (valued at approximately $6.2 million), CW (valued at approximately $6.0 million), DE (valued at approximately $5.3 million).

Question 3

When was BAER INVESTMENT ADVISORY LLC's last SEC filing?

Accepted Answer

BAER INVESTMENT ADVISORY LLC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has BAER INVESTMENT ADVISORY LLC recently bought or sold?

Accepted Answer

BAER INVESTMENT ADVISORY LLC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has BAER INVESTMENT ADVISORY LLC reported?

Accepted Answer

BAER INVESTMENT ADVISORY LLC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

Does BAER INVESTMENT ADVISORY LLC hold options positions?

Accepted Answer

Yes, BAER INVESTMENT ADVISORY LLC holds options positions in addition to equity holdings. You can view the details of these option positions in the Option Holdings section of this page.

Question 7

What types of securities does BAER INVESTMENT ADVISORY LLC invest in?

Accepted Answer

BAER INVESTMENT ADVISORY LLC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.