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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

Quarter ended Q2 2023 · Filed April 27, 2023 · Accession 0001754960-23-000132

Total Value
$378.9M
Positions
334
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (334)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD SPECIALIZED FUNDS921908844104,852$15.9M4.21%
2VANGUARD INDEX FDS92290876976,033$15.3M4.04%
3APPLE INCAAPL85,664$13.9M3.67%
4MICROSOFT CORPMSFT35,197$10.0M2.64%
5AMAZON COM INCAMZN94,121$9.6M2.53%
6VANGUARD INDEX FDS92290873635,152$8.6M2.27%
7TESLA INCTSLA43,815$8.6M2.26%
8J P MORGAN EXCHANGE TRADED F46641Q332157,575$8.5M2.25%
9ISHARES TR46428720020,969$8.5M2.24%
10STRATEGY SHSSTRD383,729$7.7M2.02%
11SCORPIO TANKERS INCSTNG121,291$6.6M1.75%
12BERKSHIRE HATHAWAY INC DELBRK-A21,531$6.6M1.73%
13INVESCO EXCHANGE TRADED FD TIVZ36,700$5.2M1.38%
14EXXON MOBIL CORPXOM46,946$5.1M1.36%
15VANGUARD SCOTTSDALE FDS92206C40957,977$4.4M1.16%
16VANGUARD INDEX FDS92290875123,557$4.4M1.16%
17MERCK & CO INCMRK35,092$3.7M0.98%
18PROSHARES TR74347B425244,118$3.7M0.98%
19INTERNATIONAL FLAVORS&FRAGRA45950610138,401$3.5M0.92%
20VANGUARD WORLD FDS92204A50413,671$3.2M0.85%
21FIRST TR EXCHANGE-TRADED FD33739Q40853,630$3.2M0.85%
22PROCTER AND GAMBLE CO74271810921,569$3.2M0.84%
23VANGUARD INDEX FDS9229083638,445$3.1M0.83%
24VANGUARD BD INDEX FDS92193782738,154$2.9M0.77%
25GUGGENHEIM STRATEGIC OPPORTUGOF175,740$2.8M0.75%
26SPDR S&P 500 ETF TRSPY6,991$2.8M0.74%
27AMGEN INCAMGN11,385$2.7M0.73%
28PFIZER INCPFE67,805$2.7M0.72%
29ISHARES TR46434V62152,104$2.6M0.68%
30SPDR GOLD TRGLD13,858$2.6M0.67%
31GENERAL ELECTRIC CO36960430126,955$2.5M0.67%
32VANGUARD INDEX FDS92290874418,395$2.5M0.66%
33INVESCO EXCH TRADED FD TR IIIVZ116,354$2.4M0.64%
34NVIDIA CORPORATIONNVDA8,744$2.4M0.63%
35NEWMONT CORPNEMCL47,166$2.3M0.61%
36ALKERMES PLCALKS80,000$2.2M0.59%
37INVESCO QQQ TRIVZ7,018$2.2M0.58%
38FIRST TR EXCHANGE-TRADED FD33738D40854,659$2.2M0.57%
39ALPHABET INCGOOG21,181$2.1M0.56%
40BRISTOL-MYERS SQUIBB COCELG-RI31,225$2.1M0.56%
41ALPHABET INCGOOG20,814$2.1M0.56%
42JOHNSON & JOHNSONJNJ13,642$2.1M0.55%
43CHEVRON CORP NEWCVX12,677$2.1M0.54%
44LILLY ELI & COLLY5,897$2.0M0.53%
45LOCKHEED MARTIN CORPLMT4,222$2.0M0.53%
46ABBVIE INCABBV12,501$2.0M0.52%
47ISHARES TR46428716816,920$2.0M0.52%
48SELECT SECTOR SPDR TR81369Y85234,283$2.0M0.51%
49HONEYWELL INTL INC4385161069,796$1.9M0.49%
50MCDONALDS CORPMCD6,515$1.8M0.48%
51PEPSICO INCPEP9,772$1.8M0.47%
52INVESCO EXCHANGE TRADED FD TIVZ6,221$1.7M0.45%
53ABBOTT LABSABLZF17,040$1.7M0.45%
54JPMORGAN CHASE & COVYLD13,109$1.7M0.45%
55RAYTHEON TECHNOLOGIES CORPRTX16,799$1.6M0.43%
56SCHWAB STRATEGIC TR80852477130,033$1.6M0.43%
57UNITEDHEALTH GROUP INCUNH3,392$1.6M0.42%
58HOME DEPOT INCHD5,566$1.6M0.42%
59FIRST TR EXCHANGE-TRADED FD33738R50635,770$1.6M0.42%
60PIMCO DYNAMIC INCOME FD72201Y10186,109$1.6M0.41%
61SELECT SECTOR SPDR TR81369Y80310,322$1.5M0.41%
62VANECK ETF TRUST92189F6765,870$1.5M0.40%
63VERIZON COMMUNICATIONS INCVZ39,103$1.5M0.40%
64SALESFORCE INCCRM7,558$1.5M0.39%
65DNP SELECT INCOME FD INC23325P104134,161$1.5M0.39%
66VANGUARD INDEX FDS9229086297,047$1.5M0.39%
67ISHARES TR46432F84221,907$1.5M0.38%
68VISA INCV6,450$1.4M0.38%
69COCA COLA COKO23,068$1.4M0.38%
70FIRST TR EXCHANGE-TRADED FD33733E3029,790$1.4M0.37%
71COSTCO WHSL CORP NEW22160K1052,849$1.4M0.37%
72DANAHER CORPORATION2358511025,353$1.3M0.35%
73CAPITAL GROUP DIVIDEND VALUE14020W10654,087$1.3M0.35%
74ISHARES TR4642874088,813$1.3M0.35%
75CAMECO CORPCCJ49,980$1.3M0.35%
76CISCO SYS INCCSCO25,474$1.3M0.35%
77MASTERCARD INCORPORATEDMA3,572$1.3M0.34%
78GENERAL MLS INC37033410414,922$1.3M0.33%
79VANGUARD SCOTTSDALE FDS92206C87015,836$1.3M0.33%
80ISHARES TR46429B69716,757$1.2M0.32%
81SOUTHERN COSOMN17,287$1.2M0.32%
82DISNEY WALT CO25468710612,122$1.2M0.31%
83SELECT SECTOR SPDR TR81369Y60536,338$1.2M0.31%
84PHILIP MORRIS INTL INC71817210911,855$1.1M0.30%
85DEERE & CODE2,819$1.1M0.30%
86ISHARES TR46432F3968,142$1.1M0.30%
87AIR PRODS & CHEMS INCAIIR3,983$1.1M0.29%
88AT&T INCT-PC57,460$1.1M0.29%
89SCHWAB STRATEGIC TR80852479715,109$1.1M0.29%
90REGENERON PHARMACEUTICALSREGN1,304$1.1M0.28%
91BLACKSTONE INCBX12,242$1.0M0.28%
92ASML HOLDING N VASMLF1,549$1.0M0.28%
93KRANESHARES TR50076773645,964$1.0M0.27%
94VANGUARD INDEX FDS9229086116,491$1.0M0.27%
95WALMART INCWMT6,832$995,2160.26%
96FIDELITY COVINGTON TRUST31609261821,329$994,1210.26%
97VANGUARD INTL EQUITY INDEX F92204285824,206$980,8310.26%
98ISHARES TR46428715010,796$962,9980.25%
99LINDE PLCLIN2,707$951,6080.25%
100BLACKROCK ENERGY & RES TRBLK78,964$948,3580.25%
101INTERNATIONAL BUSINESS MACHSINTR7,202$930,6870.25%
102FIRST TR EXCHNG TRADED FD VI33740F80520,382$914,7440.24%
103DUKE ENERGY CORP NEWDUKB9,481$911,6690.24%
104FIDELITY COVINGTON TRUST3160928087,710$864,3900.23%
105VANGUARD INTL EQUITY INDEX F9220427429,485$864,3670.23%
106SELECT SECTOR SPDR TR81369Y50610,459$860,3400.23%
107ISHARES TR46428881015,927$846,3690.22%
108NEXTERA ENERGY INCNEE-PW10,968$840,0120.22%
109STARBUCKS CORPSBUX8,143$824,9980.22%
110SELECT SECTOR SPDR TR81369Y2096,388$818,2800.22%
111AMERICAN ELEC PWR CO INC0255371018,671$784,0830.21%
112VANECK ETF TRUST92189F10624,006$780,6870.21%
113VANGUARD TAX-MANAGED FDS92194385817,171$771,9870.20%
114WISDOMTREE TRWT12,477$767,8350.20%
115EMERSON ELEC COEMR8,902$761,9230.20%
116L3HARRIS TECHNOLOGIES INCLHX3,907$760,7270.20%
117NORTHROP GRUMMAN CORPNOC1,613$743,5180.20%
118SELECT SECTOR SPDR TR81369Y7047,371$736,0580.19%
119THERMO FISHER SCIENTIFIC INCTMO1,296$729,8510.19%
120CAPITAL GROUP FIXED INCOME E14020Y10232,053$729,5260.19%
121ISHARES TR4642875072,958$727,2270.19%
122DIMENSIONAL ETF TRUST25434V60916,119$705,1920.19%
123ISHARES TR4642875231,574$695,7950.18%
124BLACKROCK INCBLK1,051$695,0520.18%
125IRON MTN INC DEL46284V10113,371$692,4980.18%
126VANGUARD WHITEHALL FDS9219464066,385$666,4290.18%
127GE HEALTHCARE TECHNOLOGIES IGEHC8,085$664,1020.18%
128ISHARES TR46428723416,685$659,2180.17%
129META PLATFORMS INCMETA3,148$654,2800.17%
130SPDR SER TR78464A8137,889$650,2900.17%
131ISHARES TR46434V38112,354$640,0610.17%
132SPDR S&P MIDCAP 400 ETF TRMDY1,412$635,9520.17%
133SPDR SER TR78468R6636,870$630,9840.17%
134VANGUARD INDEX FDS9229085124,763$629,2580.17%
135SELECT SECTOR SPDR TR81369Y8869,201$618,3110.16%
136VANGUARD WORLD FDS92204A7021,609$610,2890.16%
137AUTOMATIC DATA PROCESSING INADP2,768$607,4400.16%
138CADENCE DESIGN SYSTEM INCCDNS2,919$604,2620.16%
139ISHARES TR46428868719,175$593,2680.16%
140SCHWAB STRATEGIC TR8085245088,858$590,4980.16%
141BOEING COBA-PA2,695$568,7740.15%
142WASTE MGMT INC DEL94106L1093,479$561,9630.15%
143ORACLE CORPORCL-PD6,168$558,2740.15%
144ADVANCED MICRO DEVICES INCAMD5,597$547,8340.14%
145ISHARES TR4642876553,095$542,1450.14%
146PARKER-HANNIFIN CORPPH1,608$541,2050.14%
147MGM RESORTS INTERNATIONALMGM12,435$538,8230.14%
148MONDELEZ INTL INC6092071057,670$533,6700.14%
149ISHARES TR4642876222,390$530,3410.14%
150BANK AMERICA CORP06050510418,619$526,9120.14%
151WELLS FARGO CO NEW94974610113,909$519,9300.14%
152CATERPILLAR INCCAT2,301$516,7490.14%
153QUALCOMM INCQCOM4,040$514,7420.14%
154JEFFERIES FINL GROUP INC47233W10916,499$511,1370.13%
155SPDR SER TR78464A7634,176$509,4170.13%
156VANGUARD BD INDEX FDS9219378356,893$506,3130.13%
157DOUBLELINE INCOME SOLUTIONSDSL44,797$505,3080.13%
158PTC INCPTC3,975$499,5780.13%
159ADOBE SYSTEMS INCORPORATEDADBE1,277$487,6860.13%
160FIRST TR EXCHANGE TRADED FD33734X1687,560$486,5850.13%
161EQUINOR ASASTOHF16,986$483,0710.13%
162HERSHEY COHSY1,884$477,2540.13%
163ALTRIA GROUP INCMO10,681$475,3050.13%
164TC ENERGY CORPTRPRF12,175$473,6150.13%
165FIRST TR DOW JONES SELECT MI33718M1058,910$470,9890.12%
166CONSOLIDATED EDISON INCED4,940$467,8900.12%
1673M COMMM4,552$467,8550.12%
168AMERICAN CENTY ETF TR02507252111,730$467,0110.12%
169DIMENSIONAL ETF TRUST25434V72414,105$466,8820.12%
170GILEAD SCIENCES INCGILD5,719$465,8470.12%
171METLIFE INCMET-PF8,095$461,8020.12%
172APPLIED MATLS INC0382221053,708$452,8130.12%
173GALLAGHER ARTHUR J & CO3635761092,353$446,2100.12%
174MARKEL CORPMKL350$441,9590.12%
175INVESCO EXCHANGE TRADED FD TIVZ3,599$441,4300.12%
176T-MOBILE US INCTMUSZ3,018$436,3120.12%
177RIVIAN AUTOMOTIVE INCRIVN30,283$436,0810.12%
178MODERNA INCMRNA2,953$435,3900.11%
179CVS HEALTH CORPCVS5,819$434,7130.11%
180ROCKWELL AUTOMATION INCROK1,509$433,8830.11%
181COMCAST CORP NEWCCZ11,659$433,1180.11%
182FIDELITY COVINGTON TRUST31609240219,145$426,9340.11%
183VANGUARD INTL EQUITY INDEX F9220427757,968$424,7690.11%
184SAN JUAN BASIN RTY TR79824110540,825$414,3740.11%
185AFLAC INCAFL6,414$412,3850.11%
186SSGA ACTIVE ETF TR78467V84810,094$411,9370.11%
187EATON CORP PLCETN2,432$411,1720.11%
188SNOWFLAKE INCSNOW2,831$402,3130.11%
189FIDELITY MERRIMACK STR TR3161883098,785$402,0110.11%
190WISDOMTREE TRWT6,005$397,7870.10%
191ISHARES TR46434V1008,142$393,4160.10%
192NATIONAL GRID PLCNMPWP5,831$393,0680.10%
193TARGET CORPTGT2,435$390,2570.10%
194ISHARES TR4642887603,385$387,1300.10%
195FIRST TR EXCHANGE-TRADED FD33733E1045,334$385,1390.10%
196PIMCO ETF TR72201R8333,855$382,3470.10%
197ISHARES TR46432F3393,090$377,7640.10%
198TRAVELERS COMPANIES INCTRV2,204$376,4230.10%
199BLACKROCK ENHANCED EQUITY DIBLK43,671$373,3840.10%
200BARRICK GOLD CORP06790110820,000$372,0000.10%
201ILLUMINA INCILMN1,640$369,4260.10%
202STRYKER CORPORATIONSYK1,309$367,4490.10%
203INTEL CORPINTC11,439$367,0930.10%
204KIMBERLY-CLARK CORPKMB2,681$356,6080.09%
205DIMENSIONAL ETF TRUST25434V8647,633$355,0050.09%
206ISHARES TR46429B6556,982$351,8930.09%
207CROWDSTRIKE HLDGS INCCRWD2,671$351,8240.09%
208ALAMOS GOLD INC NEWAGI28,399$348,7430.09%
209JANUS DETROIT STR TR47103U8867,243$345,4740.09%
210FIDELITY COVINGTON TRUST3160925017,642$340,6040.09%
211FIDELITY COVINGTON TRUST3160928408,895$335,5970.09%
212REALTY INCOME CORPO5,348$334,8130.09%
213INVESCO EXCHANGE TRADED FD TIVZ4,453$332,5650.09%
214MORGAN STANLEYMS-PQ3,853$331,7900.09%
215ISHARES TR4642875562,602$331,0320.09%
216PROGRESSIVE CORP7433151032,302$330,9470.09%
217ETF MANAGERS TR26924G10229,483$330,2060.09%
218CONOCOPHILLIPSCOP3,320$329,4990.09%
219ISHARES TR4642876634,421$321,7130.08%
220ABB LTDABLZF9,513$320,1180.08%
221PUBLIC SVC ENTERPRISE GRP IN7445731065,087$314,7110.08%
222ISHARES INC46434G1036,432$314,2720.08%
223PACIFIC BIOSCIENCES CALIF IN69404D10832,051$312,8180.08%
224CRISPR THERAPEUTICS AGCRSP7,070$312,2110.08%
225TAIWAN SEMICONDUCTOR MFG LTD8740391003,353$310,0520.08%
226BROADCOM INCAVGO486$308,0440.08%
227AGNICO EAGLE MINES LTDAEM5,976$307,0950.08%
228SCHLUMBERGER LTDSLB6,150$299,7510.08%
229IMPINJ INCPI2,250$299,5200.08%
230PACER FDS TR69374H8816,407$296,9430.08%
231ISHARES TR4642885133,956$295,7030.08%
232DIMENSIONAL ETF TRUST25434V5005,683$294,7060.08%
233DIAGEO PLCDGEAF1,617$292,0790.08%
234NOVO-NORDISK A SNONOF1,847$292,0710.08%
235GSK PLCGLAXF8,216$289,7710.08%
236CSX CORPCSX9,800$289,1000.08%
237EA SERIES TRUST02072L6569,885$288,9020.08%
238PACER FDS TR69374H7098,541$286,9780.08%
239ATMOS ENERGY CORPATO2,558$286,3790.08%
240TEKLA WORLD HEALTHCARE FDTHW21,208$285,6780.08%
241VANGUARD CHARLOTTE FDS92203J4075,833$284,6100.08%
242LAZARD LTDLAZ8,835$284,4870.08%
243NEOGEN CORPNEOG16,098$280,9100.07%
244VITESSE ENERGY INCVTS14,697$280,4190.07%
245ISHARES U S ETF TR46431W85310,428$279,0500.07%
246ISHARES TR4642872262,771$274,7890.07%
247ISHARES GOLD TRIAU7,304$274,4110.07%
248INTUITINTU622$273,8280.07%
249PNC FINL SVCS GROUP INC6934751052,155$273,7170.07%
250ISHARES TR4642876063,889$273,6680.07%
251PIMCO MUN INCOME FD II72200W10629,384$271,2140.07%
252BANK MONTREAL QUE0636711013,035$268,0510.07%
253PIONEER NAT RES CO7237871071,320$266,6870.07%
254TJX COS INC NEW8725401093,467$266,6470.07%
255VENTAS INCVTR5,983$266,0040.07%
256VANGUARD INDEX FDS9229085533,268$265,7270.07%
257MARRIOTT INTL INC NEW5719032021,625$264,4100.07%
258DIMENSIONAL ETF TRUST25434V4016,016$263,4230.07%
259UGI CORP NEW9026811057,750$263,1920.07%
260AIRBNB INCABNB2,135$261,0680.07%
261HALLIBURTON COHAL8,400$260,9040.07%
262ISHARES TR4642884142,415$259,8090.07%
263BLACKROCK RES & COMMODITIESBLK26,839$255,5070.07%
264GAMCO GLOBAL GOLD NAT RES &36465A10969,924$254,5240.07%
265COLGATE PALMOLIVE COCL3,371$253,7010.07%
266ZEBRA TECHNOLOGIES CORPORATIZBRA820$253,4700.07%
267NORTHWEST NAT HLDG CO66765N1055,196$246,6070.07%
268ISHARES INC4642868224,071$242,4210.06%
269FIRST TR MORNINGSTAR DIVID L3369171096,850$240,7710.06%
270MCCORMICK & CO INCMKC-V2,960$239,7900.06%
271ESSENTIAL UTILS INC29670G1025,535$238,2260.06%
272CORNERSTONE STRATEGIC VALUECLM30,732$238,1750.06%
273VANGUARD BD INDEX FDS9219378193,076$234,7650.06%
274REGIONS FINANCIAL CORP NEWRF-PF12,705$232,8830.06%
275VERTEX PHARMACEUTICALS INCVRTX742$231,6230.06%
276FREEPORT-MCMORAN INCFCX5,691$228,7780.06%
277ENTERPRISE PRODS PARTNERS L2937921078,763$225,6450.06%
278US BANCORP DELUSB-PS6,340$224,7570.06%
279INTUITIVE SURGICAL INCISRG893$224,4110.06%
280FORTINET INCFTNT3,395$223,4250.06%
281BECTON DICKINSON & COBDX910$223,1840.06%
282SHOPIFY INCSHOP4,773$221,9920.06%
283ENTEGRIS INCENTG2,712$221,4620.06%
284LOWES COS INC5486611071,149$221,4090.06%
285FIDELITY COVINGTON TRUST3160923867,109$221,2920.06%
286NIKE INCNKE1,824$219,0780.06%
287SOLARIS OILFIELD INFRASTRUCTSEI26,000$218,6600.06%
288NUCOR CORPNUE1,440$217,9580.06%
289NEW MTN FIN CORP64755110017,745$217,0170.06%
290CUMMINS INCCMI914$214,0070.06%
291PROSHARES TR74348A4672,382$213,9840.06%
292NETFLIX INCNFLX630$213,0990.06%
293PIMCO ETF TR72201R7752,302$212,7010.06%
294INTELLIA THERAPEUTICS INCNTLA5,900$212,5180.06%
295SELECT SECTOR SPDR TR81369Y1002,677$212,5020.06%
296UNION PAC CORPUNP1,064$211,0550.06%
297INVESCO EXCHANGE TRADED FD TIVZ1,314$210,2480.06%
298ACCENTURE PLC IRELANDACN743$210,0160.06%
299TORTOISE ENERGY INDEPENDENC89148K2007,481$209,3180.06%
300AMERICAN EXPRESS COAXP1,279$207,6760.05%
301ASTRAZENECA PLCAZN2,998$207,4280.05%
302CHART INDS INC16115Q3081,700$207,0940.05%
303ISHARES TR4642878042,165$205,5690.05%
304MILLER HOWARD HIGH INC EQTY60037910120,566$204,2200.05%
305GOLDMAN SACHS GROUP INCGSCE632$202,9050.05%
306ISHARES TR46429B6632,013$202,6760.05%
307MEDTRONIC PLCMDT2,558$202,5800.05%
308ROPER TECHNOLOGIES INCROP460$201,0200.05%
309QORVO INCQRVO1,990$200,7510.05%
310IQVIA HLDGS INCIQV1,027$200,2140.05%
311SPDR SER TR78464A3002,682$200,1470.05%
312VANECK ETF TRUST92189F41113,372$196,9650.05%
313KINDER MORGAN INC DELEP-PC11,317$195,7890.05%
314EATON VANCE ENHANCED EQUITYETN11,940$192,2340.05%
315GOLDMAN SACHS BDC INCGSBD12,115$165,2440.04%
316FORD MTR CO DEL34537086011,862$145,7840.04%
317GABELLI EQUITY TR INCGAB-PK23,529$132,7020.04%
318ARBOR REALTY TRUST INCABR-PF10,645$117,8420.03%
319ROYCE GLOBAL VALUE TR INCRGT12,908$114,4930.03%
320WESTERN AST INFL LKD OPP & I95766R10411,800$107,3800.03%
321HIGHLAND GLOBAL ALLOCATION FHGLB11,731$104,1730.03%
322INVITAE CORP46185L10384,607$104,0670.03%
323LIBERTY LATIN AMERICA LTDLILAB12,191$99,2350.03%
324FIRST TR SPECIALTY FIN & FIN33733G10931,687$97,5970.03%
325JAPAN SMALLER CAPITALIZATIONJOF11,000$75,4600.02%
326SACHEM CAP CORPSCCG19,685$71,0610.02%
327VOYA EMERGING MKTS HIGH DIVI92912P10812,000$64,3200.02%
328METALLA RTY & STREAMING LTD59124U60510,809$60,6380.02%
329WESTERN ASSET HIGH INCOM FD95766J10211,968$57,8060.02%
330WESTERN ASSET HIGH INCOME OPHIO12,604$47,6430.01%
331ABRDN GLOBAL PREMIER PPTYS F00302L10810,608$42,4310.01%
332VIRTUS CONVERTIBLE & INCOME92838X10210,708$35,6570.01%
333OMNIAB INCOABIW10,000$35,1000.01%
334ABRDN ASIA PACIFIC INCOME FUABAKF10,133$27,1560.01%