Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Annual return '25
+19.7%
SPY '25
+17.7%
Alpha
+2.0ptsvs SPY
Invested
$818.3M
Holdings
488
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CGDV
CAPITAL GROUP DIVIDEND VALUE
Q4 2025: Exited (was 1.03M shares)
5.6%
02
$VTI
VANGUARD INDEX FDS
Q4 2025: Exited (was 113.6k shares)
4.5%
03
$AAPL
APPLE INC
Q4 2025: Exited (was 92.7k shares)
2.7%
04
$NVDA
NVIDIA CORPORATION
Q4 2025: Exited (was 116.7k shares)
2.3%
05
$VOO
VANGUARD INDEX FDS
Q4 2025: Exited (was 25.5k shares)
2.2%
06
$AMZN
AMAZON COM INC
Q1 2026: Sold 3.3% (121.0k → 117.0k shares)
2.2%
07
$IVV
ISHARES TR
Q4 2025: Exited (was 29.3k shares)
2.1%
08
$FBND
FIDELITY MERRIMACK STR TR
Q4 2025: Exited (was 17.0k shares)
2.1%
09
$GQ9
SPDR GOLD TR
Q4 2025: Exited (was 36.5k shares)
1.9%
10
$VUG
VANGUARD INDEX FDS
Q4 2025: Exited (was 35.8k shares)
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:03 UTC.