Bay Colony Advisory Group, Inc D Portfolio Holdings
Bay Colony Advisory Group, Inc D
- $580 Million
- Q2 2024
Bay Colony Advisory Group, Inc D has filed its 13F form on July 24, 2024 for Q2 2024 where it was disclosed a total value porftolio of $580 Million distributed in 424 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 $27.6M, Vanguard Total Stock Market Et with a value of $25M, Apple Inc. with a value of $20.3M, Amazon Com Inc with a value of $16.5M, and Microsoft Corp with a value of $16.1M.
Examining the 13F form we can see an increase of $26.2M in the current position value, from $554M to 580M.
Below you can find more details about Bay Colony Advisory Group, Inc D portfolio as well as his latest detailed transactions.
Portfolio value
$580 Million
ETFs: $306 Million
Technology: $74.7 Million
Financial Services: $51 Million
Healthcare: $37.4 Million
Consumer Cyclical: $28.1 Million
Industrials: $20.2 Million
Energy: $15.6 Million
Consumer Defensive: $15.3 Million
Other: $30.2 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 424
- Current Value $580 Million
- Prior Value $554 Million
- Filing
- Period Q2 2024
- Filing Date July 24, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 41 stocks
- Additional Purchases 191 stocks
- Sold out of 0 stocks
- Reduced holdings in 170 stocks