Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Q1 2025 13F Holdings
- Locationconcord, MA
- Num holdings
443
- Value ($000)
$655,835
- Date Filed04/21/2025
- Form type13F-HR
- CIK0001748861
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $34.17M | 5 % | 963,486 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $30.57M | 5 % | 111,789 | ||
AAPL APPLE INC | COM | 037833100 | $19.93M | 3 % | 91,468 | ||
AMZN AMAZON COM INC | COM | 023135106 | $17.69M | 3 % | 91,795 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $15.48M | 2 % | 27,739 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $14.70M | 2 % | 27,933 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $14.04M | 2 % | 37,076 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $13.28M | 2 % | 35,851 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $12.46M | 2 % | 113,596 | ||
DNP DNP SELECT INCOME FD INC | COM | 23325P104 | $12.20M | 2 % | 1,230,048 |
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