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Bay Colony Advisory Group, Inc. D/b/a Bay Colony Advisors
Bay Colony Advisory Group, Inc. d/b/a Bay Colony Advisors is a registered investment adviser headquartered in Concord, Massachusetts. Founded in June 2000 and organized as a Delaware corporation, the firm became a registered investment adviser in 2010. It is led by CEO John Ohl and Executive Vice President James Catacchio. Bay Colony Advisors provides wealth advisory and investment services to individuals, families, businesses, and retirement plans, emphasizing fiduciary duty and client-centric advice. The firm focuses on personalized financial planning, investment management, and education for a wide range of clients. As of June 2024, the firm has approximately 20 employees and offers its services nationally.
Investment Strategy
Bay Colony Advisors employs a comprehensive, client-focused approach to wealth management and investment advisory. Their strategy includes personalized financial planning, active investment management, and education tailored to individual client needs and values. The firm provides both discretionary and non-discretionary portfolio management, integrating a wide range of permissible investments such as equities, fixed income, ETFs, mutual funds, and alternative investments based on client objectives and risk tolerance. As a fiduciary, they prioritize mitigating conflicts of interest and acting in the best interests of their clients, including individuals, families, and retirement plans. Their investment philosophy emphasizes forward-thinking, clarity, and ongoing monitoring to help clients achieve long-term financial security.
Latest 13F Filing Activity
Bay Colony Advisory Group, Inc. D/b/a Bay Colony Advisors filed their most recent 13F report on Jun 30, 2025 disclosing 464 equity positions with a total 13F market value of $724M. The fund increased holdings in Vanguard Index FDS, Nvidia Corporation, Microsoft Corp. among other positions. Bay Colony Advisory Group, Inc. D/b/a Bay Colony Advisors reduced exposure to Pacer FDS TR, First TR Exchange-traded FD, Ishares TR among others.
Top Holdings
Equity Positions (464)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CGDV | CAPITAL GROUP DIVIDEND VALUE | 5.36% | $38.8M | 983,194 | $31.35 | $39.49 | +$4.7M |
V VTI | VANGUARD INDEX FDS | 4.66% | $33.7M | 110,943 | $236.83 | $303.93 | +$3.2M |
A AMZN | AMAZON COM INC | 2.81% | $20.4M | 92,821 | $150.84 | $219.39 | +$2.7M |
V VOO | VANGUARD INDEX FDS | 2.63% | $19.1M | 33,581 | $468.07 | $568.03 | +$7.2M |
A AAPL | APPLE INC | 2.61% | $18.9M | 92,131 | $113.83 | $205.17 | -$1.0M |
Industry Allocation
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