Bay Colony Advisory Group, Inc D Incresed Positions in Q3 2025

Bay Colony Advisory Group, Inc D

  • $786 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FVAL
Fidelity Covington Tr Value Fa

ETFs
442
+ 10.62%
$63.74 - $69.18 $28.2K - $30.6K
4.6K $317K
EXC
Exelon Corp

Utilities
807
+ 8.13%
$42.73 - $45.54 $34.5K - $36.8K
10.7K $483K
CDNS
Cadence Design Systems Inc

Technology
4
+ 0.34%
$309.46 - $373.37 $1.24K - $1.49K
1.16K $408K
UTG
Reaves Utility Income Fund

Financial Services
494
+ 5.61%
$35.81 - $39.62 $17.7K - $19.6K
9.3K $368K
IEF
Ishares Barclays

ETFs
481
+ 12.0%
$93.91 - $97.26 $45.2K - $46.8K
4.49K $433K
IJK
Ishares S&P Midcap 400 Growth

ETFs
345
+ 9.91%
$91.28 - $97.59 $31.5K - $33.7K
3.83K $366K
EMB
Ishares Tr

ETFs
421
+ 13.4%
$91.52 - $95.59 $38.5K - $40.2K
3.56K $339K
ES
Eversource Energy

Utilities
162
+ 3.31%
$62.86 - $71.14 $10.2K - $11.5K
5.05K $359K
SCHW
Schwab Charles Corp

Financial Services
361
+ 10.89%
$91.03 - $98.69 $32.9K - $35.6K
3.68K $350K
VDE
Vanguard Energy ETF

ETFs
223
+ 7.37%
$118.37 - $129.65 $26.4K - $28.9K
3.25K $408K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
18
+ 0.03%
$26.38 - $27.95 $475 - $503
56.4K $1.54M
NPCT
Nuveen Core Plus Impact Fund
4.36K
+ 31.84%
$10.73 - $11.28 $46.8K - $49.2K
18.1K $198K
CBOE
Cboe Global Markets, Inc.

Financial Services
125
+ 9.91%
$231.35 - $253.24 $28.9K - $31.7K
1.39K $339K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
371
+ 15.3%
$82.96 - $95.7 $30.8K - $35.5K
2.8K $250K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
196
+ 5.13%
$107.27 - $113.94 $21K - $22.3K
4.01K $456K
CGCP
Capital Group Core Plus Income

ETFs
1.48K
+ 3.04%
$22.27 - $22.95 $32.9K - $33.9K
50K $1.14M
AFL
Aflac Inc

Financial Services
42
+ 0.67%
$98.09 - $111.7 $4.12K - $4.69K
6.28K $701K
BST
Black Rock Science & Technology Trust

Financial Services
337
+ 4.1%
$38.01 - $41.55 $12.8K - $14K
8.56K $353K
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
1.33K
+ 6.09%
$14.33 - $15.38 $19K - $20.4K
23.1K $355K
IDE
Voya Infrastructure, Industrials & Materials Fund

Financial Services
1.89K
+ 6.29%
$11.57 - $12.52 $21.9K - $23.7K
31.9K $389K
CGUS
Capital Group Core Equity ETF
116
+ 0.94%
$36.89 - $39.72 $4.28K - $4.61K
12.5K $492K
FDHY
Fidelity Covington Trust High

ETFs
630
+ 6.16%
$48.66 - $49.64 $30.7K - $31.3K
10.9K $535K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.09%
$284.45 - $324.95 $284 - $325
1.06K $337K
PPA
Invesco Exchange Traded Fd Tr

ETFs
61
+ 3.16%
$139.82 - $155.45 $8.53K - $9.48K
1.99K $309K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
151
+ 1.47%
$35.42 - $38.65 $5.35K - $5.84K
10.4K $396K
AMAT
Applied Materials Inc

Technology
41
+ 3.38%
$156.25 - $204.95 $6.41K - $8.4K
1.25K $256K
IFRA
Ishares Tr

ETFs
260
+ 5.05%
$49.77 - $52.82 $12.9K - $13.7K
5.41K $285K
FTSL
First Trust Senior Ln Fund

ETFs
684
+ 8.84%
$45.81 - $46.18 $31.3K - $31.6K
8.42K $386K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
697
+ 5.87%
$21.69 - $23.34 $15.1K - $16.3K
12.6K $292K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
97
+ 1.0%
$72.91 - $77.23 $7.07K - $7.49K
9.79K $747K
MUB
Ishares National Muni Bond ETF

ETFs
212
+ 8.09%
$103.24 - $106.68 $21.9K - $22.6K
2.83K $301K
BOND
Pimco Active Bond Exchange Tra

ETFs
252
+ 9.76%
$90.83 - $93.81 $22.9K - $23.6K
2.83K $264K
MKL
Markel Corp

Financial Services
37
+ 7.33%
$1898.34 - $2031.8 $70.2K - $75.2K
542 $1.04M
MA
Mastercard Inc

Financial Services
16
+ 0.66%
$550.18 - $598.96 $8.8K - $9.58K
2.45K $1.39M
CSX
Csx Corp

Industrials
1
+ 0.01%
$32.05 - $36.52 $32.1 - $36.5
8.93K $317K
COP
Conocophillips

Energy
130
+ 4.48%
$91.0 - $98.99 $11.8K - $12.9K
3.03K $286K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
481
+ 3.43%
$39.58 - $40.74 $19K - $19.6K
14.5K $588K
SCHX
Schwab Strategic Tr Us Large C

ETFs
76
+ 0.62%
$24.46 - $26.5 $1.86K - $2.01K
12.4K $325K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
84
+ 0.63%
$92.18 - $95.14 $7.74K - $7.99K
13.5K $1.28M
TMUS
T Mobile Us, Inc.

Communication Services
94
+ 4.77%
$226.02 - $259.01 $21.2K - $24.3K
2.07K $494K
AXP
American Express CO

Financial Services
45
+ 5.56%
$294.27 - $342.31 $13.2K - $15.4K
855 $283K
TTAC
Fcf Us Quality ETF

ETFs
384
+ 11.0%
$69.96 - $71.12 $26.9K - $27.3K
3.88K $271K
VOT
Vanguard Mid Cap Growth Index

ETFs
34
+ 2.49%
$282.75 - $294.19 $9.61K - $10K
1.4K $411K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
154
+ 4.74%
$101.12 - $106.18 $15.6K - $16.4K
3.41K $350K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
55
+ 1.69%
$94.17 - $99.95 $5.18K - $5.5K
3.32K $331K
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
1.24K
+ 12.72%
$23.75 - $25.0 $29.4K - $31K
11K $263K
CGGO
Capital Group Global Growth Eq

ETFs
73
+ 0.96%
$31.71 - $34.17 $2.31K - $2.49K
7.67K $261K
FENY
Fidelity Covington Tr Msci Ene

ETFs
1
+ 0.01%
$23.27 - $25.46 $23.3 - $25.5
14.7K $362K
WTRG
Essential Utilities, Inc.

Utilities
24
+ 0.43%
$36.73 - $39.9 $882 - $958
5.56K $221K
Activity Summary
Buys All Purchases 370 New Holdings 88 Increased Positions 282 Sells All Sells 135 Reductions 135 Sold out 0 Options Calls 0 Puts 0
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