Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 25 | Q2 2024 | 4.7% |
MICROSOFT CORP | 25 | Q2 2024 | 3.4% |
VANGUARD SPECIALIZED FUNDS | 25 | Q2 2024 | 4.6% |
ISHARES TR | 25 | Q2 2024 | 4.2% |
AMAZON.COM INC | 25 | Q2 2024 | 3.6% |
VANGUARD TOTAL STK MKT | 25 | Q2 2024 | 4.7% |
ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD | 25 | Q2 2024 | 7.4% |
BERKSHIRE HATHAWAY INC DEL CL B NEW | 25 | Q2 2024 | 2.0% |
SPDR S&P 500 ETF TR | 25 | Q2 2024 | 1.4% |
INVESCO EXCHANGE TRADED FD T | 25 | Q2 2024 | 1.4% |
View Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-24 |
N-PX | 2024-07-24 |
13F-HR | 2024-04-30 |
13F-HR | 2024-01-30 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-14 |
13F-HR | 2023-04-27 |
13F-HR | 2023-02-01 |
13F-HR | 2022-10-27 |
13F-HR | 2022-08-08 |
View Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.