Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
CIK
1748861
City
CONCORD
State / Country
MA
Top Portfolio Positions
223 positions ·
$368,207,567 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
88,656 | $22,500,006 | 6.11% | |
| NVDA |
Nvidia Corp
Technology
|
108,417 | $18,907,924 | 5.14% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
87,308 | $18,183,637 | 4.94% | |
| GLD |
Spdr Gold Trust
|
35,375 | $15,221,508 | 4.13% | |
| MSFT |
Microsoft Corp
Technology
|
34,273 | $12,686,836 | 3.45% | |
| DNP |
Dnp Select Income Fund Inc
Financial Services
|
1,230,874 | $12,678,002 | 3.44% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
26,227 | $12,567,978 | 3.41% | |
| XOM |
Exxon Mobil Corp
Energy
|
59,025 | $10,014,181 | 2.72% | |
| SPY |
Spdr S&P 500 ETF Trust
|
15,170 | $9,865,657 | 2.68% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
30,148 | $8,669,358 | 2.35% |
Portfolio Trend
25 quarters · across all stocks
Holdings in HIO
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $147,904 | 40,745 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $147,524 | 39,764 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $169,923 | 44,251 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $172,107 | 43,243 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $167,940 | 42,196 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $168,035 | 42,757 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $152,361 | 37,620 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $139,792 | 36,691 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $139,495 | 35,768 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $111,901 | 28,990 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $91,083 | 25,023 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $84,637 | 22,391 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $48,021 | 12,604 | Shares | Sole | 2023-04-27 | |
| No 13F history on record for this holder in this stock. | ||||||