Colony Group, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    boston, MA
  • CIK
    0001542153
  • Alternate names
    Focus Partners Wealth
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

1,880

$38.51B
AAPL, DFAC, MSFT, AMZN
13F-HR
Feb 14, 2025
000108514625001532

1,567

$31.39B
DFAC, AAPL, MSFT, VOO
13F-HR
Nov 14, 2024
000154215324000013

1,237

$29.71M
MSFT, VOO, AAPL, AMZN
13F-HR
Aug 15, 2024
000154215324000009

981

$12.32M
MSFT, VOO, IXUS, AAPL
13F-HR
May 16, 2024
000154215324000006

774

$7.63M
VOO, IXUS, MSFT, BRK.A
13F-HR
Feb 15, 2024
000154215324000004