Bay Colony Advisory Group, Inc D Incresed Positions in Q1 2025

Bay Colony Advisory Group, Inc D

  • $631 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
8.01K
+ 30.74%
$243.19 - $288.14 $1.95M - $2.31M
34.1K $9.81M
TLT
Ishares Barclays 20+ Year Trea

ETFs
37.8K
+ 1023.19%
$85.29 - $92.57 $3.22M - $3.5M
41.5K $3.78M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
667
+ 2.45%
$442.66 - $534.52 $295K - $357K
27.9K $14.9M
PHYS
Sprott Physical Gold Trust

Financial Services
98.8K
+ 667.28%
$20.25 - $24.06 $2M - $2.38M
114K $2.73M
DNP
Dnp Select Income Fund Inc

Financial Services
18.5K
+ 1.53%
$8.93 - $9.92 $165K - $184K
1.23M $12.2M
CGDV
Capital Group Divid Value ETF

ETFs
17.1K
+ 1.8%
$34.95 - $37.36 $597K - $638K
963K $34.3M
DFSD
Dimensional ETF Tr Short Durat

ETFs
12.9K
+ 35.06%
$46.74 - $47.55 $602K - $612K
49.6K $2.36M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.24K
+ 10.63%
$507.05 - $563.67 $1.13M - $1.26M
23.3K $11.9M
JEPI
J P Morgan Exchange Traded Fd

ETFs
11.1K
+ 5.67%
$56.17 - $59.71 $621K - $660K
206K $11.8M
IAU
Ishares Gold Trust

ETFs
739
+ 1.47%
$49.74 - $58.96 $36.8K - $43.6K
51.2K $3.02M
PDI
Pimco Dynamic Income Fund

Financial Services
6.81K
+ 4.28%
$18.51 - $20.05 $126K - $137K
166K $3.29M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
6.83K
+ 99.27%
$50.03 - $50.27 $341K - $343K
13.7K $686K
BDX
Becton Dickinson & CO

Healthcare
1.46K
+ 70.42%
$222.79 - $249.08 $325K - $363K
3.53K $808K
AEP
American Electric Power CO Inc

Utilities
494
+ 3.2%
$90.32 - $109.27 $44.6K - $54K
15.9K $1.74M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
6.88K
+ 32.69%
$47.03 - $47.8 $324K - $329K
27.9K $1.31M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.33K
+ 7.09%
$77.7 - $78.94 $259K - $263K
50.2K $3.97M
DUK
Duke Energy Corp

Utilities
526
+ 3.34%
$105.87 - $121.97 $55.7K - $64.2K
16.3K $1.98M
SO
Southern CO

Utilities
129
+ 0.45%
$80.96 - $92.96 $10.4K - $12K
28.7K $2.64M
V
Visa Inc.

Financial Services
12
+ 0.16%
$306.92 - $362.71 $3.68K - $4.35K
7.48K $2.62M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.79K
+ 5.48%
$169.43 - $182.84 $304K - $328K
34.5K $5.98M
XLF
Financial Sector Spdr

ETFs
3.27K
+ 6.07%
$47.32 - $52.19 $155K - $171K
57.1K $2.84M
JBBB
Janus Detroit Str Tr Henderson

ETFs
4.87K
+ 95.51%
$48.34 - $49.66 $235K - $242K
9.96K $484K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
5.6K
+ 121.93%
$47.25 - $67.02 $265K - $375K
10.2K $484K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
275
+ 26.14%
$402.49 - $513.76 $111K - $141K
1.33K $643K
MCD
Mcdonalds Corp

Consumer Cyclical
60
+ 0.72%
$279.74 - $321.29 $16.8K - $19.3K
8.39K $2.62M
AZN
Astrazeneca PLC

Healthcare
668
+ 3.43%
$65.37 - $77.96 $43.7K - $52.1K
20.1K $1.48M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.07K
+ 28.91%
$91.45 - $91.75 $189K - $190K
9.23K $846K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
1.74K
+ 41.77%
$99.16 - $99.52 $172K - $173K
5.89K $586K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.26K
+ 19.28%
$114.57 - $118.14 $144K - $149K
7.78K $919K
JHMM
John Hancock Multifactor Mid C

ETFs
3.37K
+ 28.83%
$55.69 - $63.12 $188K - $213K
15K $862K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
2.77K
+ 3.51%
$49.22 - $51.73 $136K - $143K
81.7K $4.13M
PBA
Pembina Pipeline Corp

Energy
1.95K
+ 7.15%
$35.13 - $40.12 $68.6K - $78.4K
29.3K $1.17M
XLV
Select Sector Spdr Fund Health

ETFs
651
+ 8.13%
$137.61 - $149.68 $89.6K - $97.4K
8.66K $1.26M
COST
Costco Wholesale Corp

Consumer Defensive
51
+ 1.36%
$890.62 - $1076.86 $45.4K - $54.9K
3.81K $3.61M
JPM
Jpmorgan Chase & CO

Financial Services
267
+ 1.63%
$225.19 - $279.95 $60.1K - $74.7K
16.6K $4.07M
EXC
Exelon Corp

Utilities
2.11K
+ 32.28%
$37.3 - $46.08 $78.6K - $97K
8.63K $397K
VEU
Vanguard Ftse All World Ex Us

ETFs
1.5K
+ 8.0%
$56.51 - $62.98 $84.5K - $94.2K
20.2K $1.22M
EPD
Enterprise Products Partners L.P.

Energy
2.82K
+ 14.1%
$31.75 - $34.14 $89.5K - $96.3K
22.8K $778K
IEFA
Ishares Tr

ETFs
144
+ 0.56%
$69.57 - $78.65 $10K - $11.3K
25.7K $1.94M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
392
+ 30.53%
$634.14 - $744.83 $249K - $292K
1.68K $1.06M
CGUS
Capital Group Core Equity ETF
4.57K
+ 59.13%
$33.08 - $36.62 $151K - $167K
12.3K $411K
HGLB
Highland Global Allocation Fund

N/A
13.5K
+ 82.32%
$7.06 - $8.36 $95.6K - $113K
30K $249K
CSCO
Cisco Systems, Inc.

Technology
1.05K
+ 3.65%
$58.74 - $64.87 $61.4K - $67.8K
29.7K $1.83M
MKL
Markel Corp

Financial Services
33
+ 7.01%
$1660.14 - $2059.83 $54.8K - $68K
504 $942K
ED
Consolidated Edison Inc

Utilities
34
+ 0.59%
$88.0 - $110.59 $2.99K - $3.76K
5.81K $642K
ICE
Intercontinental Exchange, Inc.

Financial Services
485
+ 26.97%
$142.8 - $176.36 $69.3K - $85.5K
2.28K $393K
CVS
Cvs Health Corp

Healthcare
134
+ 2.75%
$44.22 - $68.64 $5.93K - $9.2K
5K $338K
WM
Waste Management Inc

Industrials
42
+ 1.15%
$200.54 - $233.78 $8.42K - $9.82K
3.69K $854K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
1.57K
+ 16.64%
$66.3 - $74.17 $104K - $116K
11K $763K
Activity Summary
Buys All Purchases 227 New Holdings 43 Increased Positions 184 Sells All Sells 194 Reductions 194 Sold out 0 Options Calls 0 Puts 0
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