Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Q2 2025 13F Holdings
- Locationconcord, MA
- Num holdings
467
- Value ($000)
$723,981
- Date Filed08/04/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $38.83M | 5 % | 983,194 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $33.72M | 5 % | 110,943 | ||
AMZN AMAZON COM INC | COM | 023135106 | $20.36M | 3 % | 92,821 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $19.08M | 3 % | 33,581 | ||
AAPL APPLE INC | COM | 037833100 | $18.90M | 3 % | 92,131 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $18.85M | 3 % | 37,905 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $18.41M | 3 % | 116,503 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $17.83M | 3 % | 28,713 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $15.31M | 2 % | 34,921 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $13.82M | 2 % | 28,454 |
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