1y return+19.1%S&P 500 +20.9%
3y return+54.1%S&P 500 +68.5%
5y return+50.2%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2018: $197 against $275 in the S&P 500.2
Bay Colony Advisory Group, Inc d/b/a Bay Colony AdvisorsS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| CGDVCapital Group Dividend Value | $54.3M | 6.0% | +2.1% |
| VTIVanguard Index Fds | $42.5M | 4.7% | |
| AAPLApple Inc | $24.6M | 2.7% | −4.1% |
| FBNDFidelity Merrimack Str Tr | $23.2M | 2.6% | +36.0% |
| VOOVanguard Index Fds | $22.8M | 2.5% | +8.6% |
| NVDANvidia Corporation | $22.4M | 2.5% | +3.1% |
| AMZNAmazon Com Inc | $20.6M | 2.3% | −1.0% |
| IVVIshares Tr | $19.8M | 2.2% | |
| VUGVanguard Index Fds | $16.9M | 1.9% | −2.0% |
| BRK/BBerkshire Hathaway Inc Del | $13.6M | 1.5% | +3.4% |
| CGGRCapital Group Growth Etf | $13.5M | 1.5% | +1.2% |
| GLDSpdr Gold Tr | $12.8M | 1.4% | −2.1% |
| MSFTMicrosoft Corp | $12.6M | 1.4% | −1.4% |
| DNPDnp Select Income Fd Inc | $12.1M | 1.3% | −9.2% |
| MRVLMarvell Technology Inc | $12.0M | 1.3% | +1.7% |
| GOOGLAlphabet Inc | $11.6M | 1.3% | +7.3% |
| SPYState Str Spdr S&p 500 Etf T | $11.1M | 1.2% | −2.1% |
| SMHVaneck Etf Trust | $11.0M | 1.2% | +1.4% |
| VCSHVanguard Scottsdale Fds | $10.3M | 1.1% | +6.9% |
| VIGVanguard Specialized Funds | $10.2M | 1.1% | −7.5% |
| VXUSVanguard Star Fds | $9.4M | 1.0% | +61.4% |
| JEPIJ P Morgan Exchange Traded F | $8.8M | 1.0% | −10.4% |
| AVGOBroadcom Inc | $8.3M | 0.9% | −10.4% |
| FTCBFirst Tr Exchange-traded Fd | $8.2M | 0.9% | +307.0% |
| GRIDFirst Tr Exchange-traded Fd | $7.9M | 0.9% | +99.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $22.4M |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $7.8M |
| SMHVaneck Etf Trust | June 30, 2020 | +758.5% | $11.0M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $6.1M |
| GEVGe Vernova Inc | June 30, 2024 | +585.0% | $6.6M |
| AVGOBroadcom Inc | December 31, 2022 | +575.6% | $8.3M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $11.6M |
| XLKSelect Sector Spdr Tr | June 30, 2020 | +264.7% | $5.0M |
| GEGe Aerospace | September 30, 2021 | +262.7% | $7.4M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $5.5M |
Sold off last quarter
- Exxon Mobil CorpCUSIP 30231G102 was $10.0M
- JCPBJ P Morgan Exchange Traded F was $6.0M
- BBUSJ P Morgan Exchange Traded F was $4.5M
- FXFInvesco Currencyshares Swiss was $1.9M
- SDSProshares Tr was $1.9M
- JBNDJ P Morgan Exchange Traded F was $1.5M
- JAVAJ P Morgan Exchange Traded F was $1.4M
- JMSIJ P Morgan Exchange Traded F was $1.4M
- JIREJ P Morgan Exchange Traded F was $1.3M
- IAUMIshares Gold Tr was $1.2M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.2% | +14.8% |
| March 31, 2026 | −1.9% | −4.6% |
| December 31, 2025 | +2.4% | +2.4% |
| September 30, 2025 | +7.6% | +7.8% |
| June 30, 2025 | +8.1% | +10.5% |
| March 31, 2025 | −2.8% | −4.6% |
| December 31, 2024 | −0.0% | +2.1% |
| September 30, 2024 | +6.1% | +5.4% |
| June 30, 2024 | +2.1% | +4.0% |
| March 31, 2024 | +7.9% | +10.0% |
| December 31, 2023 | +8.8% | +11.2% |
| September 30, 2023 | −3.1% | −3.6% |
| June 30, 2023 | +5.5% | +8.3% |
| March 31, 2023 | +5.0% | +7.0% |
| December 31, 2022 | +5.8% | +7.1% |
| September 30, 2022 | −6.4% | −5.3% |
| June 30, 2022 | −13.8% | −16.5% |
| March 31, 2022 | −2.2% | −4.9% |
| December 31, 2021 | +6.7% | +10.7% |
| September 30, 2021 | −1.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1748861&type=13F-HR&dateb=&owner=include&count=40CIK 1748861
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1748861/000175496026000442/Filed July 9, 2026 · accession 0001754960-26-000442