Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Q4 2024 13F Holdings
- Locationconcord, MA
- Num holdings
452
- Value ($000)
$675,022
- Date Filed02/06/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $33.37M | 5 % | 946,405 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $32.17M | 5 % | 111,012 | ||
AAPL APPLE INC | COM | 037833100 | $23.35M | 4 % | 93,252 | ||
AMZN AMAZON COM INC | COM | 023135106 | $20.13M | 3 % | 91,762 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $16.45M | 2 % | 27,947 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $15.59M | 2 % | 36,978 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $14.89M | 2 % | 36,282 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $14.70M | 2 % | 109,488 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $12.77M | 2 % | 226,177 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $12.36M | 2 % | 27,266 |
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