Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
CIK
1748861
City
CONCORD
State / Country
MA
Top Portfolio Positions
223 positions ·
$367,859,126 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
88,656 | $22,500,006 | 6.12% | |
| 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 | 4.14% | |
| 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 | 3.45% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
26,227 | $12,567,978 | 3.42% | |
| 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 | 2.36% |
Portfolio Trend
25 quarters · across all stocks
Holdings in WIW
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $179,512 | 21,219 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $179,677 | 20,917 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $184,556 | 20,760 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $187,910 | 21,451 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $95,811 | 10,900 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $90,143 | 10,900 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $96,356 | 10,900 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $92,759 | 10,900 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $94,067 | 10,900 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $94,503 | 10,900 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $88,884 | 10,800 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $104,548 | 11,800 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $107,970 | 11,800 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $107,734 | 11,800 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $112,468 | 12,400 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $141,102 | 13,400 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $194,562 | 16,200 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $657,910 | 48,447 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $776,760 | 58,447 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $766,240 | 58,447 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $832,315 | 68,447 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $592,540 | 47,747 | Shares | Sole | 2021-02-02 | |
| No 13F history on record for this holder in this stock. | ||||||