Bay Colony Advisory Group, Inc D Portfolio Holdings
Bay Colony Advisory Group, Inc D
- $634 Million
- Q3 2024
Bay Colony Advisory Group, Inc D has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $634 Million distributed in 431 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 $32.5M, Vanguard Total Stock Market Et with a value of $30.6M, Apple Inc. with a value of $22.5M, Amazon Com Inc with a value of $16.5M, and Microsoft Corp with a value of $15.8M.
Examining the 13F form we can see an increase of $54.1M in the current position value, from $580M to 634M.
Below you can find more details about Bay Colony Advisory Group, Inc D portfolio as well as his latest detailed transactions.
Portfolio value
$634 Million
ETFs: $339 Million
Technology: $79 Million
Financial Services: $58.5 Million
Healthcare: $37.4 Million
Consumer Cyclical: $30.5 Million
Industrials: $23.6 Million
Consumer Defensive: $16.1 Million
Energy: $14.8 Million
Other: $34 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 431
- Current Value $634 Million
- Prior Value $580 Million
- Filing
- Period Q3 2024
- Filing Date October 24, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 42 stocks
- Additional Purchases 237 stocks
- Sold out of 0 stocks
- Reduced holdings in 130 stocks