$337 Million is the total value of Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors's 320 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 24.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $14,880,000 | -14.1% | 82,909 | -1.3% | 4.42% | +0.1% |
| AAPL | Sell | APPLE INC | $12,714,000 | -19.0% | 91,994 | -4.8% | 3.77% | -5.6% |
| AMZN | Sell | AMAZON COM INC | $10,749,000 | -16.4% | 95,120 | -0.1% | 3.19% | -2.5% |
| MSFT | Sell | MICROSOFT CORP | $8,734,000 | -17.9% | 37,502 | -1.0% | 2.59% | -4.3% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $5,743,000 | -5.2% | 77,319 | -1.3% | 1.70% | +10.5% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $4,414,000 | -13.5% | 34,682 | -0.9% | 1.31% | +0.8% |
| IFF | Sell | INTERNATIONAL FLAVORS&FRAGRA | $3,552,000 | -27.1% | 39,101 | -0.5% | 1.05% | -15.1% |
| JNJ | Sell | JOHNSON & JOHNSON | $3,399,000 | -13.1% | 20,806 | -7.1% | 1.01% | +1.3% |
| PFE | Sell | PFIZER INC | $3,207,000 | -17.5% | 73,288 | -4.8% | 0.95% | -3.8% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $3,142,000 | -17.3% | 8,798 | -4.6% | 0.93% | -3.6% |
| PG | Sell | PROCTER AND GAMBLE CO | $3,057,000 | -10.5% | 24,210 | -1.5% | 0.91% | +4.5% |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $2,990,000 | -10.0% | 13,365 | -1.5% | 0.89% | +5.0% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $2,547,000 | -3.9% | 35,825 | -0.3% | 0.76% | +12.0% |
| BKLN | Sell | INVESCO EXCH TRADED FD TR IIsr ln etf | $2,396,000 | -4.4% | 118,655 | -0.8% | 0.71% | +11.4% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $2,144,000 | -21.2% | 22,298 | -4.5% | 0.64% | -8.2% |
| GLD | Sell | SPDR GOLD TR | $2,124,000 | -25.3% | 13,733 | -20.8% | 0.63% | -12.8% |
| Sell | GENERAL ELECTRIC CO | $1,846,000 | -16.5% | 29,817 | -0.4% | 0.55% | -2.7% | |
| ABBV | Sell | ABBVIE INC | $1,846,000 | -10.1% | 13,755 | -3.8% | 0.55% | +4.8% |
| HD | Sell | HOME DEPOT INC | $1,844,000 | -32.0% | 6,683 | -25.8% | 0.55% | -20.7% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $1,827,000 | -40.8% | 48,108 | -28.0% | 0.54% | -31.0% |
| DVY | Sell | ISHARES TRselect divid etf | $1,823,000 | -12.4% | 17,000 | -0.1% | 0.54% | +2.1% |
| TIP | Sell | ISHARES TRtips bd etf | $1,816,000 | -12.1% | 17,312 | -0.9% | 0.54% | +2.5% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $1,759,000 | -20.2% | 18,388 | -3.0% | 0.52% | -7.0% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $1,721,000 | -7.2% | 3,407 | -0.4% | 0.51% | +8.3% |
| HON | Sell | HONEYWELL INTL INC | $1,698,000 | -14.1% | 10,167 | -1.0% | 0.50% | 0.0% |
| NVDA | Sell | NVIDIA CORPORATION | $1,534,000 | -34.5% | 12,640 | -2.0% | 0.46% | -23.7% |
| REGN | Sell | REGENERON PHARMACEUTICALS | $1,534,000 | +17.9% | 2,227 | -0.4% | 0.46% | +37.5% |
| LMT | Sell | LOCKHEED MARTIN CORP | $1,466,000 | -7.1% | 3,796 | -0.4% | 0.44% | +8.2% |
| RDVY | Sell | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $1,440,000 | -24.8% | 37,046 | -14.1% | 0.43% | -12.5% |
| GIS | Sell | GENERAL MLS INC | $1,372,000 | +2.2% | 17,909 | -0.3% | 0.41% | +19.0% |
| COST | Sell | COSTCO WHSL CORP NEW | $1,369,000 | -14.6% | 2,899 | -2.1% | 0.41% | -0.5% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $1,347,000 | -17.3% | 10,484 | -6.3% | 0.40% | -3.6% |
| IAU | Sell | ISHARES GOLD TRishares new | $1,339,000 | -27.4% | 42,482 | -22.9% | 0.40% | -15.3% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $1,279,000 | -13.1% | 6,804 | -0.2% | 0.38% | +1.3% |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $1,247,000 | -27.9% | 9,877 | -19.0% | 0.37% | -16.1% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $1,244,000 | -17.7% | 10,472 | -0.0% | 0.37% | -4.2% |
| WMT | Sell | WALMART INC | $1,135,000 | -7.0% | 8,748 | -5.4% | 0.34% | +8.4% |
| DHR | Sell | DANAHER CORPORATION | $1,112,000 | -12.1% | 4,307 | -0.8% | 0.33% | +2.5% |
| AMLP | Sell | ALPS ETF TRalerian mlp | $1,105,000 | -7.2% | 30,212 | -1.5% | 0.33% | +8.3% |
| IEFA | Sell | ISHARES TRcore msci eafe | $1,100,000 | -20.4% | 20,876 | -6.3% | 0.33% | -7.1% |
| USMV | Sell | ISHARES TRmsci usa min vol | $1,095,000 | -11.1% | 16,571 | -0.7% | 0.32% | +3.5% |
| IVOL | Sell | KRANESHARES TRquadrtc int rt | $1,066,000 | -16.0% | 48,121 | -3.0% | 0.32% | -2.2% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $1,047,000 | -14.4% | 8,809 | -5.8% | 0.31% | 0.0% |
| GDX | Sell | VANECK ETF TRUSTgold miners etf | $1,040,000 | -31.8% | 43,135 | -25.7% | 0.31% | -20.4% |
| CRM | Sell | SALESFORCE INC | $1,030,000 | -24.3% | 7,160 | -3.2% | 0.31% | -11.8% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $988,000 | -11.9% | 14,871 | -1.3% | 0.29% | +2.4% |
| FDHY | Sell | FIDELITY COVINGTON TRUSThigh yild etf | $979,000 | -7.9% | 22,151 | -0.2% | 0.29% | +7.4% |
| IWB | Sell | ISHARES TRrus 1000 etf | $977,000 | -32.4% | 4,950 | -22.2% | 0.29% | -21.2% |
| T | Sell | AT&T INC | $936,000 | -35.0% | 61,048 | -20.4% | 0.28% | -24.3% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $931,000 | -15.7% | 11,705 | -3.0% | 0.28% | -1.8% |
| SO | Sell | SOUTHERN CO | $905,000 | -35.0% | 13,307 | -26.6% | 0.27% | -24.2% |
| D | Sell | DOMINION ENERGY INC | $894,000 | -38.2% | 12,935 | -26.7% | 0.26% | -28.2% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $814,000 | -16.5% | 8,575 | -6.4% | 0.24% | -2.4% |
| BIL | Sell | SPDR SER TRbloomberg 1-3 mo | $813,000 | -54.9% | 8,875 | -55.0% | 0.24% | -47.5% |
| SQ | Sell | BLOCK INCcl a | $776,000 | -27.9% | 14,110 | -0.3% | 0.23% | -16.1% |
| QCOM | Sell | QUALCOMM INC | $746,000 | -23.2% | 6,602 | -1.3% | 0.22% | -10.5% |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $733,000 | -14.1% | 9,291 | -0.5% | 0.22% | +0.5% |
| PFF | Sell | ISHARES TRpfd and incm sec | $734,000 | -11.8% | 23,180 | -3.1% | 0.22% | +2.8% |
| FTEC | Sell | FIDELITY COVINGTON TRUSTmsci info tech i | $691,000 | -18.9% | 7,596 | -2.4% | 0.20% | -5.5% |
| EMR | Sell | EMERSON ELEC CO | $669,000 | -45.7% | 9,131 | -33.2% | 0.20% | -36.6% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $662,000 | -3.2% | 1,407 | -1.5% | 0.20% | +13.2% |
| NEE | Sell | NEXTERA ENERGY INC | $651,000 | -34.4% | 8,306 | -29.3% | 0.19% | -23.7% |
| DUK | Sell | DUKE ENERGY CORP NEW | $648,000 | -41.8% | 6,964 | -31.2% | 0.19% | -32.2% |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $638,000 | -27.8% | 7,382 | -17.7% | 0.19% | -16.0% |
| IRM | Sell | IRON MTN INC DEL | $618,000 | -10.4% | 14,065 | -1.1% | 0.18% | +4.0% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $615,000 | -13.9% | 7,427 | -0.6% | 0.18% | +0.5% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $607,000 | -13.7% | 17,415 | -1.0% | 0.18% | +0.6% |
| MMM | Sell | 3M CO | $608,000 | -27.9% | 5,501 | -6.5% | 0.18% | -16.3% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $602,000 | -16.6% | 1,187 | -1.7% | 0.18% | -2.7% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $588,000 | -23.2% | 9,711 | -12.2% | 0.18% | -10.3% |
| BLK | Sell | BLACKROCK INC | $569,000 | -19.6% | 1,034 | -2.3% | 0.17% | -6.1% |
| INTC | Sell | INTEL CORP | $566,000 | -29.7% | 21,981 | -0.8% | 0.17% | -18.0% |
| XT | Sell | ISHARES TRexponential tech | $562,000 | -25.4% | 12,604 | -13.0% | 0.17% | -13.0% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $544,000 | -31.7% | 7,556 | -25.6% | 0.16% | -20.7% |
| CAT | Sell | CATERPILLAR INC | $533,000 | -21.3% | 3,250 | -4.9% | 0.16% | -8.1% |
| PXD | Sell | PIONEER NAT RES CO | $526,000 | -87.0% | 2,430 | -85.8% | 0.16% | -84.9% |
| VNLA | Sell | JANUS DETROIT STR TRhendrsn shrt etf | $523,000 | -5.9% | 10,783 | -5.6% | 0.16% | +9.2% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $515,000 | -16.1% | 2,349 | -4.0% | 0.15% | -1.9% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $480,000 | -9.9% | 6,731 | -2.9% | 0.14% | +4.4% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $476,000 | -9.8% | 6,674 | -1.2% | 0.14% | +5.2% |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $463,000 | -22.4% | 2,809 | -13.5% | 0.14% | -9.9% |
| FDM | Sell | FIRST TR DOW JONES SELECT MI | $463,000 | -18.1% | 9,258 | -4.6% | 0.14% | -4.9% |
| SNOW | Sell | SNOWFLAKE INCcl a | $458,000 | -5.8% | 2,696 | -16.8% | 0.14% | +9.7% |
| SOXX | Sell | ISHARES TRishares semicdtr | $450,000 | -25.6% | 1,412 | -4.9% | 0.13% | -13.0% |
| ED | Sell | CONSOLIDATED EDISON INC | $426,000 | -13.6% | 4,962 | -0.1% | 0.13% | 0.0% |
| SJT | Sell | SAN JUAN BASIN RTY TRunit ben int | $387,000 | -28.9% | 41,150 | -4.7% | 0.12% | -17.3% |
| IBB | Sell | ISHARES TRishares biotech | $378,000 | -8.5% | 3,234 | -2.8% | 0.11% | +6.7% |
| ORCL | Sell | ORACLE CORP | $375,000 | -35.1% | 6,148 | -17.2% | 0.11% | -24.5% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $368,000 | -4.2% | 3,723 | -3.8% | 0.11% | +11.2% |
| TGT | Sell | TARGET CORP | $361,000 | -39.2% | 2,435 | -33.0% | 0.11% | -29.1% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $356,000 | -38.2% | 12,146 | -20.9% | 0.11% | -27.9% |
| IEF | Sell | ISHARES TR7-10 yr trsy bd | $356,000 | -11.2% | 3,708 | -2.7% | 0.11% | +3.9% |
| BBN | Sell | BLACKROCK TAX MUNICPAL BD TR | $334,000 | -17.9% | 20,346 | -1.5% | 0.10% | -4.8% |
| FNCL | Sell | FIDELITY COVINGTON TRUSTmsci finls idx | $332,000 | -10.8% | 7,712 | -0.5% | 0.10% | +4.2% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $325,000 | -36.9% | 1,182 | -5.9% | 0.10% | -26.7% |
| Sell | LUCID GROUP INC | $319,000 | -24.2% | 22,834 | -1.0% | 0.10% | -11.2% | |
| NFLX | Sell | NETFLIX INC | $318,000 | -0.9% | 1,351 | -5.3% | 0.09% | +14.6% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $313,000 | -17.4% | 5,707 | -3.6% | 0.09% | -4.1% |
| ICSH | Sell | ISHARES TRblackrock ultra | $312,000 | -2.5% | 6,246 | -2.2% | 0.09% | +14.8% |
| O | Sell | REALTY INCOME CORP | $308,000 | -31.2% | 5,300 | -12.6% | 0.09% | -20.2% |
| CL | Sell | COLGATE PALMOLIVE CO | $296,000 | -14.0% | 4,207 | -3.6% | 0.09% | 0.0% |
| FDVV | Sell | FIDELITY COVINGTON TRUSThigh divid etf | $294,000 | -14.3% | 8,909 | -0.0% | 0.09% | 0.0% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $284,000 | -23.9% | 4,138 | -1.7% | 0.08% | -11.6% |
| CSX | Sell | CSX CORP | $265,000 | -48.7% | 9,953 | -37.7% | 0.08% | -40.2% |
| SLV | Sell | ISHARES SILVER TRishares | $266,000 | -6.7% | 15,217 | -0.1% | 0.08% | +8.2% |
| IEMG | Sell | ISHARES INCcore msci emkt | $262,000 | -14.7% | 6,103 | -2.5% | 0.08% | 0.0% |
| ENB | Sell | ENBRIDGE INC | $259,000 | -88.2% | 6,973 | -85.7% | 0.08% | -86.2% |
| SILJ | Sell | ETF MANAGERS TRprime junir slvr | $246,000 | -7.5% | 26,947 | -0.0% | 0.07% | +7.4% |
| INTU | Sell | INTUIT | $242,000 | -16.6% | 625 | -1.6% | 0.07% | -2.7% |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $230,000 | -42.8% | 1,640 | -35.2% | 0.07% | -33.3% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $227,000 | -22.8% | 1,839 | -13.4% | 0.07% | -10.7% |
| ZBRA | Sell | ZEBRA TECHNOLOGIES CORPORATIcl a | $223,000 | -31.8% | 850 | -7.1% | 0.07% | -20.5% |
| FCPI | Sell | FIDELITY COVINGTON TRUSTstock for infl | $213,000 | -13.4% | 7,569 | -2.4% | 0.06% | 0.0% |
| ITA | Sell | ISHARES TRus aer def etf | $205,000 | -16.0% | 2,249 | -4.2% | 0.06% | -1.6% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $202,000 | -12.6% | 6,499 | -2.7% | 0.06% | +1.7% |
| ABNB | Sell | AIRBNB INC | $201,000 | -14.8% | 1,917 | -9.9% | 0.06% | 0.0% |
| XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $202,000 | -14.4% | 2,969 | -1.6% | 0.06% | 0.0% |
| EOS | Sell | EATON VANCE ENHANCED EQUITY | $183,000 | -20.4% | 11,940 | -2.8% | 0.05% | -8.5% |
| BIZD | Sell | VANECK ETF TRUST | $162,000 | -16.1% | 11,950 | -1.2% | 0.05% | -2.0% |
| WIW | Sell | WESTERN AST INFL LKD OPP & I | $112,000 | -22.8% | 12,400 | -7.5% | 0.03% | -10.8% |
| FGB | Sell | FIRST TR SPECIALTY FIN & FIN | $80,000 | -24.5% | 28,135 | -6.4% | 0.02% | -11.1% |
| LILAK | Sell | LIBERTY LATIN AMERICA LTD | $75,000 | -18.5% | 12,191 | -3.2% | 0.02% | -4.3% |
| PMM | Sell | PUTNAM MANAGED MUN INCOME TR | $58,000 | -71.6% | 10,290 | -65.3% | 0.02% | -67.3% |
| HYT | Exit | BLACKROCK CORPOR HI YLD FD I | $0 | – | -10,485 | -100.0% | -0.03% | – |
| GTHX | Exit | G1 THERAPEUTICS INC | $0 | – | -14,195 | -100.0% | -0.03% | – |
| ROP | Exit | ROPER TECHNOLOGIES INC | $0 | – | -460 | -100.0% | -0.05% | – |
| TD | Exit | TORONTO DOMINION BK ONT | $0 | – | -3,083 | -100.0% | -0.05% | – |
| BNTX | Exit | BIONTECH SEsponsored ads | $0 | – | -1,218 | -100.0% | -0.05% | – |
| A | Exit | AGILENT TECHNOLOGIES INC | $0 | – | -1,512 | -100.0% | -0.05% | – |
| SLYV | Exit | SPDR SER TRs&p 600 smcp val | $0 | – | -2,607 | -100.0% | -0.05% | – |
| ACWV | Exit | ISHARES INCmsci gbl min vol | $0 | – | -2,114 | -100.0% | -0.05% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -1,369 | -100.0% | -0.05% | – |
| EFAV | Exit | ISHARES TRmsci eafe min vl | $0 | – | -3,235 | -100.0% | -0.05% | – |
| ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -695 | -100.0% | -0.05% | – |
| DIVO | Exit | AMPLIFY ETF TRcwp enhanced div | $0 | – | -6,004 | -100.0% | -0.05% | – |
| ISRG | Exit | INTUITIVE SURGICAL INC | $0 | – | -928 | -100.0% | -0.06% | – |
| AZN | Exit | ASTRAZENECA PLCsponsored adr | $0 | – | -3,245 | -100.0% | -0.06% | – |
| AVY | Exit | AVERY DENNISON CORP | $0 | – | -1,128 | -100.0% | -0.06% | – |
| FE | Exit | FIRSTENERGY CORP | $0 | – | -5,225 | -100.0% | -0.06% | – |
| HALO | Exit | HALOZYME THERAPEUTICS INC | $0 | – | -4,450 | -100.0% | -0.06% | – |
| PLD | Exit | PROLOGIS INC. | $0 | – | -1,701 | -100.0% | -0.06% | – |
| NOBL | Exit | PROSHARES TRs&p 500 dv arist | $0 | – | -2,490 | -100.0% | -0.06% | – |
| NSC | Exit | NORFOLK SOUTHN CORP | $0 | – | -899 | -100.0% | -0.06% | – |
| PI | Exit | IMPINJ INC | $0 | – | -2,700 | -100.0% | -0.06% | – |
| FTNT | Exit | FORTINET INC | $0 | – | -3,910 | -100.0% | -0.06% | – |
| EW | Exit | EDWARDS LIFESCIENCES CORP | $0 | – | -2,335 | -100.0% | -0.06% | – |
| FXU | Exit | FIRST TR EXCHANGE TRADED FDutilities alph | $0 | – | -6,850 | -100.0% | -0.06% | – |
| BST | Exit | BLACKROCK SCIENCE & TECHNOLO | $0 | – | -6,344 | -100.0% | -0.06% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -2,204 | -100.0% | -0.06% | – |
| UGI | Exit | UGI CORP NEW | $0 | – | -5,694 | -100.0% | -0.06% | – |
| RTM | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql mat | $0 | – | -1,497 | -100.0% | -0.06% | – |
| BA | Exit | BOEING CO | $0 | – | -1,634 | -100.0% | -0.07% | – |
| AVGO | Exit | BROADCOM INC | $0 | – | -483 | -100.0% | -0.07% | – |
| VTIP | Exit | VANGUARD MALVERN FDSstrm infproidx | $0 | – | -5,153 | -100.0% | -0.07% | – |
| Exit | COLLABORATIVE INVESTMNT SERtuttle cap short | $0 | – | -4,892 | -100.0% | -0.07% | – | |
| CABO | Exit | CABLE ONE INC | $0 | – | -200 | -100.0% | -0.07% | – |
| PDBC | Exit | INVESCO ACTVELY MNGD ETC FDoptimum yield | $0 | – | -15,843 | -100.0% | -0.07% | – |
| Exit | CONSTELLATION ENERGY CORP | $0 | – | -4,478 | -100.0% | -0.08% | – | |
| KBWB | Exit | INVESCO EXCH TRADED FD TR IIkbw bk etf | $0 | – | -5,620 | -100.0% | -0.08% | – |
| PNW | Exit | PINNACLE WEST CAP CORP | $0 | – | -5,503 | -100.0% | -0.10% | – |
| AEM | Exit | AGNICO EAGLE MINES LTD | $0 | – | -19,850 | -100.0% | -0.22% | – |
| PEG | Exit | PUBLIC SVC ENTERPRISE GRP IN | $0 | – | -16,435 | -100.0% | -0.28% | – |
| BP | Exit | BP PLCsponsored adr | $0 | – | -38,394 | -100.0% | -0.29% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 22 | Q3 2023 | 4.7% |
| MICROSOFT CORP | 22 | Q3 2023 | 3.4% |
| VANGUARD SPECIALIZED FUNDS | 22 | Q3 2023 | 4.6% |
| ISHARES TR | 22 | Q3 2023 | 4.2% |
| AMAZON.COM INC | 22 | Q3 2023 | 3.6% |
| ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD | 22 | Q3 2023 | 7.4% |
| VANGUARD TOTAL STK MKT | 22 | Q3 2023 | 4.7% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 22 | Q3 2023 | 2.0% |
| SPDR S&P 500 ETF TR | 22 | Q3 2023 | 1.4% |
| INVESCO EXCHANGE TRADED FD T | 22 | Q3 2023 | 1.4% |
View Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 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 |
| 13F-HR | 2022-04-28 |
| 13F-HR | 2022-01-28 |
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.