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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

Portfolio Manager
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Performance
-5.67% (2026 Q1)
AUM (13F)
$818.28M
# of Holdings
489
Performance Rank
Allocation (Top 20)
40.55%

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors Holdings Map

Top 50 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
CGDV
CAPITAL GROUP DIVIDEND VALUE
5.6%1.08M$45.8M
+1.93%(+20.36K)
2025-Q1: 963.5K shares2025-Q2: 983.2K shares2025-Q3: 1.03M shares2025-Q4: 1.06M shares2026-Q1: 1.08M shares
$31.16(+53.42%)
2026-03-31
VTI
VANGUARD INDEX FDS
4.47%114.1K$36.6M
+0.54%(+610)
2025-Q1: 111.8K shares2025-Q2: 110.9K shares2025-Q3: 113.6K shares2025-Q4: 113.5K shares2026-Q1: 114.1K shares
$241.30(+51.15%)
2026-03-31
AAPL
APPLE INC
2.75%88.7K$22.5M
+0.47%(+417)
2025-Q1: 91.5K shares2025-Q2: 92.1K shares2025-Q3: 92.7K shares2025-Q4: 88.2K shares2026-Q1: 88.7K shares
$117.18(+155.06%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.31%108.4K$18.9M
-3.31%(-3.71K)
2025-Q1: 113.6K shares2025-Q2: 116.5K shares2025-Q3: 116.7K shares2025-Q4: 112.1K shares2026-Q1: 108.4K shares
$31.67(+613.01%)
2026-03-31
VOO
VANGUARD INDEX FDS
2.23%30.5K$18.2M
+8.52%(+2.40K)
2025-Q1: 23.3K shares2025-Q2: 33.6K shares2025-Q3: 25.5K shares2025-Q4: 28.1K shares2026-Q1: 30.5K shares
$479.99(+42.17%)
2026-03-31
AMZN
AMAZON COM INC
2.22%87.3K$18.2M
-6.77%(-6.33K)
2025-Q1: 91.8K shares2025-Q2: 92.8K shares2025-Q3: 95.8K shares2025-Q4: 93.6K shares2026-Q1: 87.3K shares
$156.33(+72.79%)
2026-03-31
IVV
ISHARES TR
2.1%26.3K$17.2M
-4.01%(-1.10K)
2025-Q1: 27.7K shares2025-Q2: 28.7K shares2025-Q3: 29.3K shares2025-Q4: 27.4K shares2026-Q1: 26.3K shares
$496.32(+50.26%)
2026-03-31
FBND
FIDELITY MERRIMACK STR TR
2.09%374.2K$17.1M
+1965.76%(+356.08K)
2025-Q1: 16.2K shares2025-Q2: 17.6K shares2025-Q3: 17.0K shares2025-Q4: 18.1K shares2026-Q1: 374.2K shares
$45.83(-0.70%)
2026-03-31
GLD
SPDR GOLD TR
1.86%35.4K$15.2M
-8.84%(-3.43K)
2025-Q1: 34.1K shares2025-Q2: 30.5K shares2025-Q3: 36.5K shares2025-Q4: 38.8K shares2026-Q1: 35.4K shares
$225.92(+90.56%)
2026-03-31
VUG
VANGUARD INDEX FDS
1.78%33.4K$14.6M
+0.28%(+94)
2025-Q1: 35.9K shares2025-Q2: 34.9K shares2025-Q3: 35.8K shares2025-Q4: 33.3K shares2026-Q1: 33.4K shares
$39.30(+122.65%)
2026-03-31

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