BRAY CAPITAL ADVISORS

Stock Holdings
Option Holdings
Activity
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Open
Closed
Added
Reduced
Ticker
Name
Shares Owned
Change
%
Historic
Avg Price (*)
% Change
P/L since open
Time since open
% Portfolio
% Outstanding
Value (at report date)
Report Date
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NVDA
NVIDIA
179,350-37,245-17.20%
Created with Highcharts 10.1.0
$5.816.52%0.00%24,084,9452024-12-31
VCSH
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
299,681-10,093-3.26%
Created with Highcharts 10.1.0
$80.016.33%0.07%23,378,1522024-12-31
AMZN
AMAZON
64,428-8,144-11.22%
Created with Highcharts 10.1.0
$50.193.82%0.00%14,134,8592024-12-31
GOOGL
ALPHABET
74,038-3,784-4.86%
Created with Highcharts 10.1.0
$41.333.79%0.00%14,015,3932024-12-31
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
246,354-150,121-37.86%
Created with Highcharts 10.1.0
$56.293.45%0.06%12,736,5022024-12-31
AAPL
APPLE
50,748-10,987-17.80%
Created with Highcharts 10.1.0
$30.343.44%0.00%12,708,3442024-12-31
MSFT
MICROSOFT
24,946-5,290-17.50%
Created with Highcharts 10.1.0
$117.342.85%0.00%10,514,9122024-12-31
JPM
JPMORGAN CHASE
43,327-6,449-12.96%
Created with Highcharts 10.1.0
$70.792.81%0.00%10,385,8682024-12-31
VUSB
VANGUARD ULTRA-SHORT BOND ETF
200,400-200-0.10%
Created with Highcharts 10.1.0
$49.272.69%0.22%9,943,8482024-12-31
VB
VANGUARD SMALL-CAP INDEX FUND
37,454-504-1.33%
Created with Highcharts 10.1.0
$153.262.44%0.01%8,999,4432024-12-31
IWM
ISHARES RUSSELL 2000 ETF
39,449-1,019-2.52%
Created with Highcharts 10.1.0
$131.642.36%0.01%8,716,6282024-12-31
COST
COSTCO WHOLESALE
7,753-1,655-17.59%
Created with Highcharts 10.1.0
$216.941.92%0.00%7,103,9732024-12-31
PANW
PALO ALTO NETWORKS
38,688+10,595+37.71%
Created with Highcharts 10.1.0
$106.201.90%0.01%7,039,6682024-12-31
V
VISA
19,480-4,115-17.44%
Created with Highcharts 10.1.0
$85.711.67%0.00%6,156,5912024-12-31
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND
72,827+2,726+3.89%
Created with Highcharts 10.1.0
$82.161.58%0.01%5,845,8442024-12-31
LLY
ELI LILLY
7,54500.00%
Created with Highcharts 10.1.0
$68.991.58%0.00%5,824,7402024-12-31
IVV
ISHARES CORE S&P 500 ETF
9,399-74-0.78%
Created with Highcharts 10.1.0
$270.531.50%0.00%5,532,7192024-12-31
CRM
SALESFORCE
15,596-2,500-13.82%
Created with Highcharts 10.1.0
$81.921.41%0.00%5,214,2222024-12-31
EFA
ISHARES MSCI EAFE ETF
67,469-800-1.17%
Created with Highcharts 10.1.0
$61.091.38%0.01%5,101,3682024-12-31
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
92,385+1,070+1.17%
Created with Highcharts 10.1.0
$50.401.29%0.03%4,758,7512024-12-31
VEA
VANGUARD TAX-MANAGED FUNDS
99,340-9,072-8.37%
Created with Highcharts 10.1.0
$39.001.29%0.00%4,750,4552024-12-31
PG
PROCTER & GAMBLE
25,02700.00%
Created with Highcharts 10.1.0
$143.821.14%0.00%4,195,7772024-12-31
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
78,931-1,725-2.14%
Created with Highcharts 10.1.0
$50.181.12%0.01%4,121,7842024-12-31
GBTC
GRAYSCALE BITCOIN TRUST (BTC)
54,26100.00%
Created with Highcharts 10.1.0
$49.031.09%0.00%4,016,3992024-12-31
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
28,397-622-2.14%
Created with Highcharts 10.1.0
$97.101.06%0.01%3,906,5182024-12-31
UNH
UNITEDHEALTH GROUP
7,665-1,762-18.69%
Created with Highcharts 10.1.0
$122.161.05%0.00%3,877,5372024-12-31
IEFA
ISHARES CORE MSCI EAFE ETF
54,895-965-1.73%
Created with Highcharts 10.1.0
$64.431.04%0.00%3,858,0342024-12-31
SPY
SPDR S&P 500 ETF
6,318-41-0.64%
Created with Highcharts 10.1.0
$260.261.00%0.00%3,702,8662024-12-31
AMGN
AMGEN
13,581-2,340-14.70%
Created with Highcharts 10.1.0
$162.470.96%0.00%3,539,8422024-12-31
MRK
MERCK & CO
33,515-6,091-15.38%
Created with Highcharts 10.1.0
$58.470.90%0.00%3,334,0982024-12-31
KKR
KKR & CO
21,92000.00%
Created with Highcharts 10.1.0
$23.330.88%0.00%3,242,1872024-12-31
XLU
UTILITIES SELECT SECTOR SPDR FUND
41,371-6,629-13.81%
Created with Highcharts 10.1.0
$52.600.85%0.02%3,131,3342024-12-31
PAYX
PAYCHEX
22,183-230-1.03%
Created with Highcharts 10.1.0
$62.200.84%0.01%3,110,5452024-12-31
VGT
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
4,971+1+0.02%
Created with Highcharts 10.1.0
$119.820.84%0.00%3,090,7632024-12-31
VWO
VANGUARD EMERGING MARKETS STOCK INDEX FUND
69,500-5,449-7.27%
Created with Highcharts 10.1.0
$37.650.83%0.00%3,060,7652024-12-31
XLC
COMMUNICATION SERVICES SELECT SECTOR SPDR FUND
31,544-405-1.27%
Created with Highcharts 10.1.0
$53.320.83%0.02%3,053,7992024-12-31
ACN
ACCENTURE
8,609-1,410-14.07%
Created with Highcharts 10.1.0
$99.600.82%0.00%3,028,5602024-12-31
SBUX
STARBUCKS
31,576-4,236-11.83%
Created with Highcharts 10.1.0
$56.970.78%0.00%2,881,3452024-12-31
JNJ
JOHNSON & JOHNSON
19,796-5,368-21.33%
Created with Highcharts 10.1.0
$117.720.77%0.00%2,862,8602024-12-31
RTX
RAYTHEON TECHNOLOGIES
24,510-5,469-18.24%
Created with Highcharts 10.1.0
$84.080.77%0.00%2,836,2552024-12-31
VFH
VANGUARD FINANCIALS INDEX FUND
23,323-6,040-20.57%
Created with Highcharts 10.1.0
$59.330.75%0.03%2,753,7472024-12-31
XLF
FINANCIAL SELECT SECTOR SPDR FUND
56,919-2,599-4.37%
Created with Highcharts 10.1.0
$26.970.74%0.01%2,750,9072024-12-31
IYJ
ISHARES US INDUSTRIALS ETF
20,52400.00%
Created with Highcharts 10.1.0
$74.370.74%0.17%2,740,3642024-12-31
GOOG
ALPHABET
14,095-4,645-24.79%
Created with Highcharts 10.1.0
$35.660.73%0.00%2,684,2522024-12-31
XLE
ENERGY SELECT SECTOR SPDR FUND
31,259-9,564-23.43%
Created with Highcharts 10.1.0
$47.370.72%0.01%2,677,6222024-12-31
WDAY
WORKDAY
10,216-70-0.68%
Created with Highcharts 10.1.0
$168.380.71%0.00%2,636,0342024-12-31
MCD
MCDONALDS
8,875-1,993-18.34%
Created with Highcharts 10.1.0
$154.930.70%0.00%2,572,6572024-12-31
TSM
TAIWAN SEMICONDUCTOR
11,93600.00%
Created with Highcharts 10.1.0
$16.880.64%0.00%2,357,2412024-12-31
XLB
MATERIALS SELECT SECTOR SPDR FUND
27,323-1,040-3.67%
Created with Highcharts 10.1.0
$53.680.62%0.04%2,298,9772024-12-31
DE
DEERE &
5,211+11+0.21%
Created with Highcharts 10.1.0
$120.230.60%0.00%2,207,9262024-12-31