Bay Colony Advisory Group, Inc D Portfolio Holdings
Bay Colony Advisory Group, Inc D
- $643 Million
- Q4 2024
Bay Colony Advisory Group, Inc D has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $643 Million distributed in 452 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 $33.4M, Vanguard Total Stock Market Et with a value of $32.2M, Apple Inc. with a value of $23.4M, Amazon Com Inc with a value of $20.1M, and Ishares Core S&P 500 ETF with a value of $16.5M.
Examining the 13F form we can see an increase of $8.56M in the current position value, from $634M to 643M.
Below you can find more details about Bay Colony Advisory Group, Inc D portfolio as well as his latest detailed transactions.
Portfolio value
$643 Million
ETFs: $344 Million
Technology: $84.3 Million
Financial Services: $57.9 Million
Consumer Cyclical: $35.9 Million
Healthcare: $29.3 Million
Industrials: $25.7 Million
Consumer Defensive: $15.8 Million
Energy: $15.3 Million
Other: $32.5 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 452
- Current Value $643 Million
- Prior Value $634 Million
- Filing
- Period Q4 2024
- Filing Date February 06, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 54 stocks
- Additional Purchases 222 stocks
- Sold out of 0 stocks
- Reduced holdings in 149 stocks