Bay Colony Advisory Group, Inc D Portfolio Holdings
Bay Colony Advisory Group, Inc D
- $631 Million
- Q1 2025
Bay Colony Advisory Group, Inc D has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $631 Million distributed in 443 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 $34.3M, Vanguard Total Stock Market Et with a value of $30.7M, Apple Inc. with a value of $20.3M, Amazon Com Inc with a value of $17.5M, and Ishares Core S&P 500 ETF with a value of $15.6M.
Examining the 13F form we can see an decrease of $12M in the current position value, from $643M to 631M.
Below you can find more details about Bay Colony Advisory Group, Inc D portfolio as well as his latest detailed transactions.
Portfolio value
$631 Million
ETFs: $342 Million
Technology: $72.7 Million
Financial Services: $65.5 Million
Consumer Cyclical: $29.5 Million
Healthcare: $28.9 Million
Industrials: $24.1 Million
Energy: $16.7 Million
Consumer Defensive: $16 Million
Other: $32.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 443
- Current Value $631 Million
- Prior Value $643 Million
- Filing
- Period Q1 2025
- Filing Date April 21, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 43 stocks
- Additional Purchases 184 stocks
- Sold out of 0 stocks
- Reduced holdings in 194 stocks