Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors - Portfolio overview

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors has 576 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. CGDV - CAPITAL GROUP DIVIDEND VALUE, 5.31%
2. VTI - VANGUARD INDEX FDS, 4.24%
3. AAPL - APPLE INC, 2.60%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.