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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors13F | |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Ad | |
| Last update 2025-04-22 | 443 Stocks (43 new) |
| Value $656.00 Mil | Turnover 6 % |
Bay Colony Advisory Group, Inc... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGDV | Capital Group Dividend Value ETF | 963,486 | 34,174.8 | +1.80% | 5.210 | +0.09% | 0.220 | +19.97% | +15.93% | 18,964.7 | ||
VTI | Vanguard Total Stock Market ETF | 111,789 | 30,566.4 | +0.70% | 4.660 | +0.03% | 0.010 | +17.65% | +6.63% | 471,718.0 | ||
AAPL | Apple Inc | 91,468 | 19,930.9 | -1.91% | 3.040 | -0.07% | 0.000 | +6.71% | -15.47% | 3,153,849.0 | Hardware | |
AMZN | Amazon.com Inc | 91,795 | 17,690.7 | +0.04% | 2.700 | 0% | 0.000 | +21.72% | +2.57% | 2,388,891.6 | Retail - Cyclical | |
IVV | iShares Core S&P 500 ETF | 27,739 | 15,481.5 | -0.74% | 2.360 | -0.02% | 0.000 | +17.02% | +7.08% | 622,054.4 | ||
BRK.B | Berkshire Hathaway Inc | 27,933 | 14,701.4 | +2.45% | 2.240 | +0.05% | 0.000 | -9.21% | +4.98% | 1,026,074.7 | Insurance | |
MSFT | Microsoft Corp | 37,076 | 14,044.3 | +0.27% | 2.140 | +0.01% | 0.000 | +29.81% | +19.87% | 3,740,948.0 | Software | |
VUG | Vanguard Growth ETF | 35,851 | 13,280.4 | -1.19% | 2.020 | -0.03% | 0.010 | +22.75% | +7.86% | 164,480.8 | ||
NVDA | NVIDIA Corp | 113,596 | 12,458.0 | +3.75% | 1.900 | +0.07% | 0.000 | +48.68% | +22.83% | 4,021,995.9 | Semiconductors | |
DNP | DNP Select Income Fund Inc | 1,230,048 | 12,202.1 | +1.53% | 1.860 | +0.03% | 0.330 | +6.88% | +14.39% | 3,585.6 | Asset Management |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors's Historical Top Holdings Breakdowns
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
FLOT | iShares Floating Rate Bond ETF | 2025-03-31 | Reduce Reduce | -0.53% | 50.87 ($50.99) 51.09 | $50.95 | -0.09% | Reduce -77.41% | 20,313 | -69,621 | |
TLT | iShares 20+ Year Treasury Bond ETF | 2025-03-31 | Add Add | +0.52% | 85.29 ($89.02) 92.57 | $85.79 | -3.63% | Add 1023.19% | 41,502 | 37,807 | |
PHYS | Sprott Physical Gold Trust | 2025-03-31 | Add Add | +0.36% | 20.27 ($22.17) 24.06 | $25.70 | 15.92% | Add 667.28% | 113,634 | 98,824 | |
GLD | SPDR Gold Shares ETF | 2025-03-31 | Add Add | +0.35% | 243.19 ($264.45) 288.14 | $309.14 | 16.90% | Add 30.74% | 34,058 | 8,008 | |
CGCV |
Capital Group Conservative Equity ETF
Capital Group Conservative Equity ETF
| 2025-03-31 | Sold Out Sold Out | -0.21% | 26.29 ($27.4) 28.25 | $28.95 | 5.66% | Sold Out | 0 | -54,124 | |
EWZ | iShares MSCI Brazil ETF | 2025-03-31 | New Buy New Buy | +0.19% | 22.45 ($24.91) 26.94 | $27.53 | 10.52% | New holding | 48,030 | 48,030 | |
PSLV | Sprott Physical Silver Trust | 2025-03-31 | New Buy New Buy | +0.19% | 9.86 ($10.8) 11.68 | $12.95 | 19.91% | New holding | 107,743 | 107,743 | |
GRID |
First Trust NASDAQ Clean Edge Smart Grid Infrastru
First Trust NASDAQ Clean Edge Smart Grid Infrastru
| 2025-03-31 | New Buy New Buy | +0.18% | 113.13 ($119.72) 127.79 | $138.26 | 15.49% | New holding | 10,409 | 10,409 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +0.17% | 507.05 ($540.58) 563.67 | $573.22 | 6.04% | Add 10.63% | 23,252 | 2,235 | |
NFTY | FIRST TR EXCH ALPH | 2025-03-31 | Sold Out Sold Out | -0.16% | 51.68 ($54.44) 57.15 | $59.25 | 8.84% | Sold Out | 0 | -18,960 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors Total Holding History ($B)
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors's Asset Allocation
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors's Hypothetical Growth since 2025-03-31
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors's Holdings Heat Map
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors's Holdings Bubble Chart
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