Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Q3 2025 13F Holdings
- Locationconcord, MA
- Num holdings
514
- Value ($000)
$845,383
- Date Filed10/23/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $43.13 M | 5 % | 1,026,262 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $37.28 M | 4 % | 113,609 | ||
AAPL APPLE INC | COM | 037833100 | $23.61 M | 3 % | 92,721 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $21.77 M | 3 % | 116,678 | ||
AMZN AMAZON COM INC | COM | 023135106 | $21.03 M | 3 % | 95,756 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $21.02 M | 3 % | 40,589 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $19.63 M | 2 % | 29,322 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $17.19 M | 2 % | 35,849 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $15.60 M | 2 % | 25,477 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $15.10 M | 2 % | 22,667 |
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