Bay Colony Advisory Group, Inc D Reduced Holdings in Q1 2025

Bay Colony Advisory Group, Inc D

  • $631 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-117
- 7.47%
$522.96 - $601.18 $61.2K - $70.3K
1.45K $773K
MGM
Mgm Resorts International

Consumer Cyclical
-625
- 3.16%
$29.64 - $40.37 $18.5K - $25.2K
19.1K $566K
UITB
Usaa ETF Tr Core Intermediate

ETFs
-2.44K
- 35.97%
$45.41 - $47.18 $111K - $115K
4.35K $204K
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
-788
- 4.1%
$20.63 - $25.57 $16.3K - $20.1K
18.4K $379K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-661
- 4.69%
$57.21 - $65.8 $37.8K - $43.5K
13.4K $784K
VIG
Vanguard Dividend Appreciation

ETFs
-479
- 1.05%
N/A
45.1K $8.22M
DVY
Ishares Tr

ETFs
-1.04K
- 5.81%
$128.58 - $138.1 $134K - $144K
16.9K $2.27M
IWY
Ishares Tr Russell 200 Growth

ETFs
-250
- 19.41%
$210.19 - $243.33 $52.5K - $60.8K
1.04K $218K
DFAI
Dimensional ETF Tr

ETFs
-5.04K
- 13.09%
$28.88 - $32.4 $146K - $163K
33.5K $1.05M
ABR
Arbor Realty Trust Inc

Real Estate
-2.27K
- 9.45%
$11.68 - $13.98 $26.5K - $31.8K
21.8K $255K
GIS
General Mills Inc

Consumer Defensive
-753
- 9.72%
$57.56 - $65.3 $43.3K - $49.2K
7K $418K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-294
- 0.7%
$25.58 - $29.24 $7.52K - $8.6K
41.9K $1.1M
PEP
Pepsico Inc

Consumer Defensive
-352
- 4.11%
$142.64 - $156.42 $50.2K - $55.1K
8.22K $1.23M
MAIN
Main Street Capital Corp

Financial Services
-637
- 3.9%
$54.71 - $63.1 $34.9K - $40.2K
15.7K $887K
MAR
Marriott International Inc

Consumer Cyclical
-3
- 0.18%
$237.01 - $304.45 $711 - $913
1.65K $392K
VRIG
Invesco Actively Managed ETF F

ETFs
-2.61K
- 11.24%
$25.06 - $25.19 $65.5K - $65.8K
20.6K $517K
VHT
Vanguard Health Care ETF

ETFs
-407
- 10.74%
$254.06 - $273.83 $103K - $111K
3.38K $895K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-546
- 15.54%
$68.07 - $78.99 $37.2K - $43.1K
2.97K $202K
NEOG
Neogen Corp

Healthcare
-1K
- 6.97%
$8.43 - $13.07 $8.43K - $13.1K
13.3K $115K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.06K
- 4.26%
$76.94 - $78.28 $81.8K - $83.2K
23.9K $1.87M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-2.03K
- 9.62%
$32.5 - $33.3 $65.9K - $67.5K
19K $633K
LOW
Lowes Companies Inc

Consumer Cyclical
-75
- 2.53%
$222.66 - $268.42 $16.7K - $20.1K
2.9K $675K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-36
- 2.24%
$497.6 - $606.74 $17.9K - $21.8K
1.57K $782K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
-733
- 5.56%
$21.0 - $24.67 $15.4K - $18.1K
12.4K $262K
CDNS
Cadence Design Systems Inc

Technology
-1
- 0.09%
$233.96 - $324.52 $234 - $325
1.16K $295K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-286
- 6.12%
$96.88 - $111.25 $27.7K - $31.8K
4.39K $438K
IWD
Ishares Russell 1000 Val ETF

ETFs
-377
- 5.7%
$182.82 - $196.21 $68.9K - $74K
6.24K $1.17M
IYW
Ishares Dj Us Tech ETF

ETFs
-97
- 5.16%
$140.44 - $166.79 $13.6K - $16.2K
1.78K $250K
QCON
American Centy ETF Tr Quality
-886
- 8.31%
$44.15 - $47.12 $39.1K - $41.7K
9.78K $436K
CMCSA
Comcast Corp

Communication Services
-1.09K
- 9.14%
$33.19 - $38.23 $36K - $41.5K
10.8K $398K
PFF
Ishares Trust Ishares Pfd And

ETFs
-860
- 3.9%
$30.73 - $32.26 $26.4K - $27.7K
21.2K $650K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-222
- 13.0%
$179.71 - $192.06 $39.9K - $42.6K
1.49K $273K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-8.02K
- 3.01%
$15.0 - $15.91 $120K - $128K
259K $4.03M
ROK
Rockwell Automation, Inc

Industrials
-18
- 1.31%
$255.29 - $303.75 $4.6K - $5.47K
1.35K $349K
BA
Boeing CO

Industrials
-125
- 4.32%
$148.15 - $186.25 $18.5K - $23.3K
2.77K $472K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
-239
- 1.23%
$54.79 - $60.63 $13.1K - $14.5K
19.1K $1.06M
XLI
Industrial Sector Spdr

ETFs
-253
- 3.08%
$128.78 - $141.67 $32.6K - $35.8K
7.97K $1.04M
CSX
Csx Corp

Industrials
-358
- 3.66%
$29.11 - $33.67 $10.4K - $12.1K
9.43K $277K
VOE
Vanguard Mid Cap Value Index F

ETFs
-201
- 3.93%
$156.61 - $168.02 $31.5K - $33.8K
4.91K $788K
IBB
Ishares Biotechnology ETF

ETFs
-214
- 9.27%
$127.9 - $140.56 $27.4K - $30.1K
2.1K $267K
PEG
Public Service Enterprise Group Inc

Utilities
-51
- 0.35%
$78.2 - $90.39 $3.99K - $4.61K
14.7K $1.21M
MS
Morgan Stanley

Financial Services
-6
- 0.15%
$111.68 - $141.08 $670 - $846
3.94K $460K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-165
- 5.61%
$89.18 - $104.04 $14.7K - $17.2K
2.78K $253K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-7
- 0.66%
$254.58 - $302.92 $1.78K - $2.12K
1.05K $269K
ESOA
Energy Services Of America Corp

Industrials
-15
- 0.14%
$9.07 - $14.66 $136 - $220
11.1K $104K
AXP
American Express CO

Financial Services
-41
- 4.78%
$255.39 - $325.87 $10.5K - $13.4K
816 $219K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-883
- 9.11%
$58.32 - $65.09 $51.5K - $57.5K
8.81K $530K
VDE
Vanguard Energy ETF

ETFs
-496
- 13.54%
$119.14 - $132.76 $59.1K - $65.8K
3.17K $410K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-256
- 2.09%
$78.0 - $84.37 $20K - $21.6K
12K $955K
Activity Summary
Buys All Purchases 227 New Holdings 43 Increased Positions 184 Sells All Sells 194 Reductions 194 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Bay Colony Advisory Group, Inc D Portfolio

Follow Bay Colony Advisory Group, Inc D and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bay Colony Advisory Group, Inc D, based on Form 13F filings with the SEC.

News

Stay updated on Bay Colony Advisory Group, Inc D with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email