Bay Colony Advisory Group, Inc D Portfolio Holdings
Bay Colony Advisory Group, Inc D
- $682 Million
- Q2 2025
Bay Colony Advisory Group, Inc D has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $682 Million distributed in 467 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 $38.8M, Vanguard Total Stock Market Et with a value of $33.7M, Amazon Com Inc with a value of $20.4M, Vanguard Index Fds S&P 500 ETF with a value of $19.1M, and Apple Inc. with a value of $18.9M.
Examining the 13F form we can see an increase of $50.6M in the current position value, from $631M to 682M.
Below you can find more details about Bay Colony Advisory Group, Inc D portfolio as well as his latest detailed transactions.
Portfolio value
$682 Million
ETFs: $363 Million
Technology: $95.9 Million
Financial Services: $67.2 Million
Consumer Cyclical: $34.1 Million
Industrials: $27.9 Million
Healthcare: $26 Million
Consumer Defensive: $15.8 Million
Energy: $14.2 Million
Other: $30.3 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 467
- Current Value $682 Million
- Prior Value $631 Million
- Filing
- Period Q2 2025
- Filing Date August 04, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 72 stocks
- Additional Purchases 197 stocks
- Sold out of 0 stocks
- Reduced holdings in 180 stocks