Universe · entity
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Institutional manager (13F) · CIK 1748861
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $479M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | CAPITAL GROUP DIVIDEND VALUE | $46M | 1,077,807 |
| 2 | VANGUARD INDEX FDS | $37M | 114,103 |
| 3 | APPLE INC | $22M | 88,656 |
| 4 | NVIDIA CORPORATION | $19M | 108,417 |
| 5 | VANGUARD INDEX FDS | $18M | 30,514 |
| 6 | AMAZON COM INC | $18M | 87,308 |
| 7 | ISHARES TR | $17M | 26,271 |
| 8 | FIDELITY MERRIMACK STR TR | $17M | 374,192 |
| 9 | SPDR GOLD TR | $15M | 35,375 |
| 10 | VANGUARD INDEX FDS | $15M | 33,367 |
| 11 | MICROSOFT CORP | $13M | 34,273 |
| 12 | DNP SELECT INCOME FD INC | $13M | 1,230,874 |
| 13 | BERKSHIRE HATHAWAY INC DEL | $13M | 26,227 |
| 14 | CAPITAL GROUP GROWTH ETF | $11M | 282,987 |
| 15 | VANGUARD SPECIALIZED FUNDS | $10M | 46,711 |
| 16 | EXXON MOBIL CORP | $10M | 59,025 |
| 17 | J P MORGAN EXCHANGE TRADED F | $10M | 174,695 |
| 18 | STATE STR SPDR S&P 500 ETF T | $10M | 15,170 |
| 19 | VANGUARD SCOTTSDALE FDS | $10M | 121,696 |
| 20 | ALPHABET INC | $9M | 30,148 |
| 21 | BROADCOM INC | $8M | 24,499 |
| 22 | INVESCO EXCHANGE TRADED FD T | $7M | 34,090 |
| 23 | VANECK ETF TRUST | $6M | 16,567 |
| 24 | PALANTIR TECHNOLOGIES INC | $6M | 42,997 |
| 25 | J P MORGAN EXCHANGE TRADED F | $6M | 126,668 |
| 26 | TESLA INC | $6M | 15,994 |
| 27 | AMERICAN CENTY ETF TR | $6M | 73,353 |
| 28 | GE AEROSPACE | $6M | 19,764 |
| 29 | INVESCO EXCH TRADED FD TR II | $6M | 273,428 |
| 30 | VANGUARD STAR FDS | $5M | 68,429 |
| 31 | ISHARES TR | $5M | 99,090 |
| 32 | JPMORGAN CHASE & CO | $5M | 16,878 |
| 33 | GE VERNOVA INC | $5M | 5,651 |
| 34 | INVESCO QQQ TR | $5M | 8,446 |
| 35 | VANECK ETF TRUST | $5M | 117,655 |
| 36 | SCHWAB STRATEGIC TR | $5M | 169,260 |
| 37 | ELI LILLY & CO | $5M | 5,000 |
| 38 | RTX CORPORATION | $5M | 23,830 |
| 39 | SPROTT ASSET MANAGEMENT LP | $5M | 128,035 |
| 40 | AMGEN INC | $5M | 12,799 |
| 41 | J P MORGAN EXCHANGE TRADED F | $4M | 38,326 |
| 42 | ISHARES GOLD TR | $4M | 50,493 |
| 43 | COSTCO WHOLESALE CORPORATION | $4M | 4,226 |
| 44 | MARVELL TECHNOLOGY INC | $4M | 39,709 |
| 45 | MERCK & CO INC | $4M | 31,072 |
| 46 | ALPHABET INC | $4M | 12,930 |
| 47 | DIMENSIONAL ETF TRUST | $4M | 58,290 |
| 48 | JOHNSON & JOHNSON | $4M | 14,821 |
| 49 | SELECT SECTOR SPDR TR | $4M | 26,734 |
| 50 | LOCKHEED MARTIN CORP | $3M | 5,678 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.