Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
•CIK: 1748861•Filing: Q4 2025
**Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors** manages $834M across a diverse portfolio of 499 positions. The firm maintains significant exposure to mega-cap technology names, notably holding CGDV at $46.1M and AAPL at $24.0M. Core allocations are visible in broad market ETFs, with VTI ($38.1M) and IVV ($18.7M) representing substantial components. This positioning suggests a conviction in established growth leaders alongside diversified market index exposure.
Total AUM
$834.2M
QoQ Performance
-1.3%
Positions
302
Top 10 Concentration
33.2%
Latest Filing
Q4 2025
Top Holdings Allocation
CGDV
CGDV5.5%
VTI4.6%
AAPL2.9%
AMZN2.6%
NVDA2.5%
MSFT2.4%
IVV2.2%
VOO2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other61.5%
Technology14.7%
ETF6.5%
Consumer5.6%
Financial3.8%
Healthcare3.4%
Industrial2.1%
Energy1.0%
🚪 Exited Positionssold since Q3 2025
+311 more exited positions
Changes from Q3 2025
NEW2 new positions
↑100 increased
↓97 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023