Bay Colony Advisory Group, Inc D has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $786 Million distributed in 514 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Divid Value ETF with a value of $43.1M, Vanguard Total Stock Market Et with a value of $37.3M, Apple Inc. with a value of $23.6M, Nvidia Corp with a value of $21.8M, and Amazon Com Inc with a value of $21M.

Examining the 13F form we can see an increase of $105M in the current position value, from $682M to 786M.

Below you can find more details about Bay Colony Advisory Group, Inc D portfolio as well as his latest detailed transactions.

Portfolio value $786 Million
ETFs: $433 Million
Technology: $110 Million
Financial Services: $71.7 Million
Consumer Cyclical: $37.3 Million
Industrials: $30.8 Million
Healthcare: $26.3 Million
Communication Services: $16.3 Million
Consumer Defensive: $15.1 Million
Other: $36.1 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 514
  • Current Value $786 Million
  • Prior Value $682 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 88 stocks
  • Additional Purchases 282 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 135 stocks
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