Bay Colony Advisory Group, Inc D New Holdings in Q2 2025

Bay Colony Advisory Group, Inc D

  • $682 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVLV
American Centy ETF Tr Avantis
51K
New
$56.85 - $68.21 $2.9M - $3.48M
51K $3.48M
SCHO
Schwab Short Term Us Treasury

ETFs
51.7K
New
$24.19 - $24.45 $1.25M - $1.26M
51.7K $1.26M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
24.6K
New
$50.29 - $50.56 $1.24M - $1.25M
24.6K $1.25M
JPIE
J P Morgan Exchange Traded Fd
20K
New
$45.12 - $46.32 $902K - $926K
20K $925K
IVW
Ishares S&P 500 Growth ETF

ETFs
6.67K
New
$82.96 - $110.1 $554K - $735K
6.67K $734K
IEX
Idex Corp

Industrials
3.35K
New
$160.66 - $191.29 $538K - $640K
3.35K $587K
AVUV
American Centy ETF Tr Avantis

ETFs
5.88K
New
$75.17 - $91.21 $442K - $537K
5.88K $536K
CSL
Carlisle Companies Inc

Industrials
1.42K
New
$317.1 - $408.5 $449K - $578K
1.42K $528K
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
27.4K
New
$14.62 - $16.23 $401K - $445K
27.4K $445K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
7.68K
New
$45.88 - $54.4 $352K - $418K
7.68K $417K
SIL
Global X Silver Miners ETF

ETFs
7.15K
New
$33.97 - $49.02 $243K - $350K
7.15K $344K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
843
New
$299.15 - $396.54 $252K - $334K
843 $334K
XLB
Select Sector Spdr Fd Material

ETFs
3.62K
New
$74.27 - $88.92 $269K - $322K
3.62K $318K
ES
Eversource Energy

Utilities
4.89K
New
$54.25 - $65.89 $265K - $322K
4.89K $311K
KMI
Kinder Morgan, Inc.

Energy
10.2K
New
$25.21 - $29.4 $257K - $299K
10.2K $299K
ARKW
Ark Next Generation Internet E

ETFs
2K
New
$82.77 - $147.9 $166K - $296K
2K $295K
ECL
Ecolab Inc.

Basic Materials
1.09K
New
$225.65 - $270.95 $245K - $294K
1.09K $292K
EMB
Ishares Tr

ETFs
3.14K
New
$86.54 - $92.62 $272K - $291K
3.14K $290K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
9.62K
New
$23.66 - $29.99 $228K - $288K
9.62K $288K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3.89K
New
$68.13 - $74.77 $265K - $291K
3.89K $283K
FHN
First Horizon Corp

Financial Services
13.2K
New
$16.21 - $21.2 $214K - $280K
13.2K $280K
SNOW
Snowflake Inc.

Technology
1.25K
New
$130.53 - $223.77 $163K - $279K
1.25K $278K
MUB
Ishares National Muni Bond ETF

ETFs
2.62K
New
$102.31 - $105.8 $268K - $277K
2.62K $273K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
3.12K
New
$73.0 - $85.5 $227K - $266K
3.12K $261K
VRT
Vertiv Holdings CO

Industrials
2.97K
New
N/A
2.97K $257K
SLV
I Shares Silver Trust

ETFs
7.77K
New
$27.08 - $33.74 $211K - $262K
7.77K $255K
CL
Colgate Palmolive CO

Consumer Defensive
2.74K
New
$87.57 - $96.0 $240K - $263K
2.74K $248K
ITRI
Itron, Inc.

Technology
1.78K
New
$92.04 - $132.78 $163K - $236K
1.78K $233K
LMND
Lemonade, Inc.

Financial Services
5.2K
New
$25.12 - $45.79 $131K - $238K
5.2K $227K
CARR
Carrier Global Corp

Industrials
3.11K
New
$55.55 - $75.83 $173K - $236K
3.11K $227K
CHWY
Chewy, Inc.

Consumer Cyclical
5.28K
New
$31.21 - $48.21 $165K - $255K
5.28K $225K
AMAT
Applied Materials Inc

Technology
1.21K
New
$126.95 - $183.52 $154K - $223K
1.21K $222K
XLY
Select Sector Spdr Consumer Di

ETFs
998
New
$176.34 - $218.59 $176K - $218K
998 $216K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
9.81K
New
$17.11 - $21.71 $168K - $213K
9.81K $212K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
8.86K
New
$19.51 - $23.9 $173K - $212K
8.86K $211K
OKTA
Okta, Inc.

Technology
2.1K
New
$91.24 - $127.3 $192K - $267K
2.1K $209K
LVHI
Franklin International Low Vol

ETFs
6.45K
New
$28.91 - $33.28 $186K - $215K
6.45K $209K
GXG
Global X Msci Colombia

ETFs
7.21K
New
$24.56 - $30.01 $177K - $216K
7.21K $207K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
15.3K
New
$12.24 - $13.88 $187K - $212K
15.3K $206K
SNPS
Synopsys Inc

Technology
400
New
$380.9 - $517.66 $152K - $207K
400 $205K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.43K
New
$60.61 - $87.72 $147K - $213K
2.43K $205K
ZS
Zscaler, Inc.

Technology
650
New
$174.67 - $315.32 $114K - $205K
650 $204K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
4.18K
New
$35.12 - $48.24 $147K - $201K
4.18K $201K
INDA
Ishares Msci India Index Fund

ETFs
3.6K
New
$49.13 - $55.86 $177K - $201K
3.6K $200K
DOV
Dover Corp

Industrials
1.1K
New
$151.14 - $186.7 $165K - $204K
1.1K $200K
HDMV
First Tr ETF Iii Horizon Manag

ETFs
5.72K
New
$30.04 - $35.71 $172K - $204K
5.72K $200K
NMFC
New Mountain Finance Corp

Financial Services
11.9K
New
$9.11 - $11.09 $109K - $132K
11.9K $125K
NMT
Nuveen Massachusetts Quality Municipal Income Fund

Financial Services
10.2K
New
$11.08 - $12.17 $113K - $124K
10.2K $119K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
13.1K
New
$7.19 - $8.75 $94.4K - $115K
13.1K $114K
Activity Summary
Buys All Purchases 269 New Holdings 72 Increased Positions 197 Sells All Sells 180 Reductions 180 Sold out 0 Options Calls 0 Puts 0
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