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Home > Institutional Investor > Bay Colony Advisory Group, Inc D/b/a Bay Colony Advisors > Profile

Instuitional Investor - Bay Colony Advisory Group, Inc D/b/a Bay Colony Advisors

Fund Profile
Filing Period:
Fund Name: Bay Colony Advisory Group, Inc D/b/a Bay Colony Advisors
Portfolio Value $509,442,337
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 84,537 $20,053,977 3.93%
2.
Apple Inc.
 AAPL 99,723 $19,199,711 3.76%
3.
Capital Group Dividend Value
 465,302 $13,884,600 2.72%
4.
Amazon Com Inc
 AMZN 88,280 $13,413,290 2.63%
5.
Vanguard Specialized Funds
 78,669 $13,405,218 2.63%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)