Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BAY COLONY ADVISORY GROUP INC D/B/A BAY COLONY ADVISORS 02-01-2023 12-31-2022 349 379,096,930
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD SPECIALIZED FUNDS DIV APP ETF 1 $16,194,530 106,648 0.00 4.61 -8,187 -7.13 12-31-2022
VANGUARD INDEX FDS TOTAL STK MKT 2 $14,578,071 76,249 0.00 4.42 -6,660 -8.03 12-31-2022
APPLE INC COM 3 $11,278,240 86,802 0.00 3.77 -5,192 -5.64 12-31-2022
MICROSOFT CORP COM 4 $8,895,723 37,093 0.00 2.59 -409 -1.09 12-31-2022
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