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Colony Group LLC

SEC CIK
0001080628
Latest filing
Nov 14, 2023

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
831
+62 vs. Q3 2022
Portfolio value
$7.11B
+$1.44B (+25.5%) vs. Q3 2022
Filed
Feb 14, 2023
SEC
Holdings of Colony Group LLC in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core MSCI Total International Stock ETF46432F834ETF4,123,037$238.6M3.4%+286,149+7.5%Added–
BRK.ABerkshire Hathaway IncCL A505$236.7M3.3%+100+24.7%AddedHistory
Vanguard S&P 500 ETF922908363ETF648,672$227.9M3.2%+29,637+4.8%Added–
MSFTMicrosoft CorpStock712,226$170.8M2.4%+47,795+7.2%AddedHistory
AAPLApple Inc.Stock1,251,931$162.7M2.3%+104,766+9.1%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF1,069,231$162.4M2.3%−10,404−1.0%Reduced–
Vanguard High Dividend Yield Index ETF921946406ETF1,279,466$138.5M1.9%+30,576+2.4%Added–
SPDR Series Trust78468R812ST STR MSCI USAQ1,165,425$128.6M1.8%+51,283+4.6%Added–
iShares Tr464287622RUS 1000 ETF559,194$117.7M1.7%+8,404+1.5%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF500,676$95.7M1.3%+326+0.1%Added–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF457,902$91.8M1.3%+348,150+317.2%Added–
iShares Tr46436E874IBONDS 24 TRM TS3,610,272$86.1M1.2%+3,091,694+596.2%Added–
PEPPepsiCo IncStock469,360$84.8M1.2%+13,035+2.9%AddedHistory
JPMJPMorgan Chase & CoStock619,619$83.1M1.2%+110,478+21.7%AddedHistory
Vanguard Morningstar Mid-Cap Value ETF922908512ETF602,747$81.5M1.1%+306,025+103.1%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF1,920,564$74.9M1.1%+1,295,438+207.2%Added–
iShares Tr46435U697IBONDS DEC2,900,363$74.7M1.1%+2,869,051+9,162.8%Added–
BRK.BBerkshire Hathaway IncStock236,896$73.2M1.0%+21,258+9.9%AddedHistory
UNHUnitedHealth Group IncStock137,229$72.8M1.0%+6,476+5.0%AddedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF692,052$67.1M0.9%−43,432−5.9%Reduced–
CVXChevron CorpStock359,124$64.5M0.9%+7,556+2.1%AddedHistory
Vanguard Morningstar Large-Cap ETF922908637ETF355,750$62.0M0.9%+26,293+8.0%Added–
MRKMerck & Co., Inc.Stock552,559$61.3M0.9%+149,396+37.1%AddedHistory
Advisors Inner Circle FD III00774Q197RAYLIANT QUANTAM3,526,623$60.3M0.8%−234,961−6.2%Reduced–
GOOGLAlphabet Inc.Stock653,056$57.6M0.8%+24,164+3.8%AddedHistory
PGProcter & Gamble CoStock365,011$55.3M0.8%+8,012+2.2%AddedHistory
iShares Tr464288414NATIONAL MUN ETF464,946$49.1M0.7%+149,965+47.6%Added–
MAMastercard IncStock140,683$48.9M0.7%+3,736+2.7%AddedHistory
SPYSPDR S&P 500 ETF TrustETF127,454$48.7M0.7%+21,161+19.9%AddedHistory
Vanguard Morningstar Value ETF922908744ETF347,176$48.7M0.7%+2,146+0.6%Added–
iShares Core S&P Small Cap ETF464287804ETF512,324$48.5M0.7%+43,680+9.3%Added–
iShares Tr464287689RUSSELL 3000 ETF209,744$46.3M0.7%+3,112+1.5%Added–
Vanguard Ftse Developed Markets ETF921943858ETF1,088,166$45.7M0.6%+7,105+0.7%Added–
Vanguard Index FDS922908652EXTEND MKT ETF342,350$45.5M0.6%+9,680+2.9%Added–
LOWLowes Companies IncStock224,575$44.7M0.6%+11,285+5.3%AddedHistory
DDDuPont de Nemours, Inc.COM3,031,455$44.2M0.6%+2,991,556+7,497.8%AddedHistory
HDHome Depot, Inc.Stock138,016$43.6M0.6%+5,409+4.1%AddedHistory
AMZNAmazon Com IncStock515,753$43.3M0.6%+39,243+8.2%AddedHistory
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF385,786$42.4M0.6%+383,211+14,882.0%Added–
JNJJohnson & JohnsonStock236,818$41.8M0.6%+15,962+7.2%AddedHistory
Vanguard Morningstar Small-Cap Value ETF922908611ETF259,826$41.3M0.6%+20,790+8.7%Added–
CVSCVS Health CorpStock419,640$39.1M0.6%+21,212+5.3%AddedHistory
iShares Core S&P 500 ETF464287200ETF101,474$39.0M0.5%+6,843+7.2%Added–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF367,667$36.3M0.5%+18,125+5.2%Added–
NOCNorthrop Grumman CorpStock65,102$35.5M0.5%+2,136+3.4%AddedHistory
TJXTJX Companies IncStock442,047$35.2M0.5%+40,449+10.1%AddedHistory
ACNAccenture plcStock131,135$35.0M0.5%+7,593+6.1%AddedHistory
GOOGAlphabet Inc.Stock386,239$34.3M0.5%+43,744+12.8%AddedHistory
NVDANVIDIA CorpStock230,272$33.7M0.5%+41,817+22.2%AddedHistory
GLDSPDR Gold TrustETF198,350$33.6M0.5%−21,136−9.6%ReducedHistory
Ssga Active ETF Tr78467V103ST STR REAL ETF1,213,729$33.4M0.5%+1,038,579+593.0%Added–
iShares Core S&P Mid-Cap ETF464287507ETF138,106$33.4M0.5%+14,147+11.4%Added–
iShares MSCI Eafe ETF464287465ETF503,182$33.0M0.5%+183,074+57.2%Added–
Schwab International Small-Cap Equity ETF808524888ETF1,004,358$31.6M0.4%−5,781−0.6%Reduced–
INTUIntuit Inc.Stock79,610$31.0M0.4%+10,735+15.6%AddedHistory
iShares Russell 1000 Growth ETF464287614ETF142,701$30.6M0.4%+18,242+14.7%Added–
MCDMcDonalds CorpStock113,497$29.9M0.4%+4,292+3.9%AddedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT196,571$27.8M0.4%+3,697+1.9%Added–
NXPINXP Semiconductors N.V.COM173,307$27.4M0.4%+1,676+1.0%AddedHistory
ABBVAbbVie Inc.Stock169,308$27.4M0.4%+2,752+1.7%AddedHistory
CATCaterpillar IncStock113,641$27.2M0.4%+13,002+12.9%AddedHistory
ICEIntercontinental Exchange, Inc.Stock265,280$27.2M0.4%−6,335−2.3%ReducedHistory
VRTXVertex Pharmaceuticals IncStock93,995$27.1M0.4%+7,769+9.0%AddedHistory
JJacobs Solutions Inc.COM222,974$26.8M0.4%+1,601+0.7%AddedHistory
AZOAutoZone IncCOM10,774$26.6M0.4%+128+1.2%AddedHistory
URIUnited Rentals, Inc.COM73,773$26.2M0.4%+2,899+4.1%AddedHistory
CSCOCisco Systems, Inc.Stock550,340$26.2M0.4%+9,948+1.8%AddedHistory
AMTAmerican Tower CorpREIT123,319$26.1M0.4%+7,676+6.6%AddedHistory
iShares Core S&P US Value ETF464287663ETF358,711$25.3M0.4%+8,190+2.3%Added–
SUSuncor Energy IncStock790,707$25.1M0.4%+10,837+1.4%AddedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF198,729$24.7M0.3%+14,273+7.7%Added–
CDWCDW CorpCOM138,233$24.7M0.3%+1,622+1.2%AddedHistory
TPLTexas Pacific Land CorpStock10,489$24.6M0.3%+863+9.0%AddedHistory
Schwab US Dividend Equity ETF808524797ETF322,302$24.3M0.3%−3,018−0.9%Reduced–
State Street Health Care Select Sector SPDR ETF81369Y209ETF172,624$23.5M0.3%+73,164+73.6%Added–
BJBJ's Wholesale Club Holdings, Inc.COM348,158$23.0M0.3%−2,007−0.6%ReducedHistory
XOMExxonMobil Holdings CorpCOM204,087$22.5M0.3%+21,357+11.7%AddedHistory
iShares Tr464288646ISHS 1-5YR INVS451,705$22.5M0.3%+451,705New–
iShares Core MSCI Eafe ETF46432F842ETF362,800$22.4M0.3%+221,674+157.1%Added–
ADPAutomatic Data Processing IncStock93,133$22.2M0.3%+253+0.3%AddedHistory
MCOMoodys CorpStock79,317$22.1M0.3%+1,906+2.5%AddedHistory
BKNGBooking Holdings Inc.Stock10,957$22.1M0.3%+331+3.1%AddedHistory
PNCPNC Financial Services Group, Inc.Stock139,425$22.0M0.3%+7,519+5.7%AddedHistory
iShares Tr46434V282U S EQUITY FACTR563,307$22.0M0.3%−96,138−14.6%Reduced–
John Hancock Exchange Traded47804J206MULTIFACTOR MI459,894$21.4M0.3%+12,554+2.8%Added–
ARMKAramarkCOM514,988$21.3M0.3%+14,846+3.0%AddedHistory
APDAir Products & Chemicals, Inc.Stock68,806$21.2M0.3%−587−0.8%ReducedHistory
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL312,960$20.8M0.3%−5,370−1.7%Reduced–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF268,208$20.8M0.3%−27,581−9.3%Reduced–
VVisa Inc.Stock98,988$20.6M0.3%+38,491+63.6%AddedHistory
ORCLOracle CorpStock245,531$20.1M0.3%−14,719−5.7%ReducedHistory
iShares S&P 500 Growth ETF464287309ETF341,889$20.0M0.3%+13,024+4.0%Added–
ABTAbbott LaboratoriesStock177,547$19.5M0.3%+10,902+6.5%AddedHistory
RTXRTX CorpStock192,723$19.4M0.3%+18,460+10.6%AddedHistory
HONHoneywell International IncCOM90,561$19.4M0.3%+6,839+8.2%AddedHistory
New York Life Investments Et45409B107HEDGE MULTI STRA681,527$19.4M0.3%+506,747+289.9%Added–
LRCXLam Research CorpCOM45,476$19.1M0.3%−1,029−2.2%ReducedHistory
AXPAmerican Express CoStock128,760$19.0M0.3%−520.0%ReducedHistory
DBX ETF Tr233051200XTRACK MSCI EAFE584,180$18.8M0.3%+30,374+5.5%Added–
DHRDanaher CorpStock70,894$18.8M0.3%+9,033+14.6%AddedHistory

Sold out since Q3 2022 (73)

Positions held at the end of Q3 2022 that are gone from this filing.

Positions of Colony Group LLC sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
BAMBrookfield Asset Management Ltd.CL A LTD VT SH152,736$6.25M0.1%History
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG62,132$6.20M0.1%–
Invesco Exch Traded FD Tr II46138E727RAFI EMRGNG MRKT348,962$5.65M0.1%–
TTWOTake Two Interactive Software IncCOM30,464$3.32M0.1%History
JKHYJack Henry & Associates IncStock15,683$2.86M0.1%History
WisdomTree Tr97717X784WSDM EMKTBD FD46,247$2.72M<0.1%–
iShares Tr46435G250HIGH YLD SYSTM B43,509$1.85M<0.1%–
Invesco Exch TRD SLF Idx FD46138J882BULSHS 2022 CB79,862$1.69M<0.1%–
SPDR Series Trust78464A656ST STR TIPS ETF65,493$1.66M<0.1%–
TRUTransUnionCOM27,272$1.62M<0.1%History
NOMDNomad Foods LtdUSD ORD SHS99,636$1.42M<0.1%History
iShares Inc464286251JP MRG EM CRP BD32,711$1.35M<0.1%–
HIIHuntington Ingalls Industries, Inc.COM5,651$1.25M<0.1%History
FANGDiamondback Energy, Inc.Stock9,387$1.13M<0.1%History
QRVOQorvo, Inc.Stock13,764$1.09M<0.1%History
JBTMJBT Marel CorpCOM11,172$961.0K<0.1%History
WisdomTree Tr97717W760INTL SMCAP DIV18,405$947.0K<0.1%–
LENLennar CorpCL A11,577$863.0K<0.1%History
American Centy ETF Tr025072802INTL SMCP VLU17,927$852.0K<0.1%–
LLoews CorpCOM16,480$821.0K<0.1%History
iShares Tr46434V449MSCI INTL MOMENT27,561$740.0K<0.1%–
Invesco Exchange Traded FD T46137V134WILDERHIL CLAN14,910$718.0K<0.1%–
Vanguard World FD921910873MEGA CAP INDEX4,880$609.0K<0.1%–
BF.BBrown Forman CorpStock8,352$556.0K<0.1%History
ETSYEtsy IncCOM5,264$527.0K<0.1%History
SPDR Index Shs FDS78463X400SP CHINA ETF6,689$474.0K<0.1%–
LBTYALiberty Global Ltd.SHS CL A29,897$466.0K<0.1%History
COINCoinbase Global, Inc.COM CL A6,930$447.0K<0.1%History
UFPIUfp Industries IncCOM5,996$433.0K<0.1%History
ATKRAtkore Inc.COM5,330$415.0K<0.1%History
PHParker-Hannifin CorpStock1,672$405.0K<0.1%History
PCHPotlatchdeltic CorpCOM9,712$399.0K<0.1%History
VIRTVirtu Financial, Inc.CL A19,003$395.0K<0.1%History
First Tr Exchange-Traded FD33736G106GBL WND ENRG ETF25,809$390.0K<0.1%–
WDAYWorkday, Inc.CL A2,538$386.0K<0.1%History
ZIONZions Bancorporation, National AssociationCOM7,279$370.0K<0.1%History
CMSCMS Energy CorpCOM6,282$366.0K<0.1%History
DVADavita Inc.COM4,376$362.0K<0.1%History
SNVSynovus Financial CorpCOM NEW9,561$359.0K<0.1%History
iShares Tr464288307MRGSTR MD CP GRW6,830$344.0K<0.1%–
Flexshares Tr33939L407MORNSTAR UPSTR9,013$339.0K<0.1%–
XELXcel Energy IncStock5,098$326.0K<0.1%History
DNPDNP Select Income Fund IncCOM26,772$277.0K<0.1%History
DREDuke Realty CorpCOM NEW5,725$276.0K<0.1%History
SASRSandy Spring Bancorp IncCOM7,762$274.0K<0.1%History
TEAMAtlassian CorpCL A1,292$272.0K<0.1%History
SLMSLM CorpCOM18,937$265.0K<0.1%History
DLRDigital Realty Trust, Inc.COM2,548$253.0K<0.1%History
UDRUDR, Inc.COM5,674$237.0K<0.1%History
Flexshares Tr33939L795STOXX GLOBR INF5,071$232.0K<0.1%–
Cambria ETF Tr132061706EMRG SHAREHLDR9,029$224.0K<0.1%–
AMGAffiliated Managers Group, Inc.Stock1,943$217.0K<0.1%History
NOGNorthern Oil & Gas, Inc.COM7,921$217.0K<0.1%History
WisdomTree Tr97717X560EQUITY PREMIUM7,279$217.0K<0.1%–
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF3,409$216.0K<0.1%–
iShares Tr46429B366CMBS ETF4,717$216.0K<0.1%–
Invesco Exch Traded FD Tr II46138E867DORSEY WRGT EMRG13,202$216.0K<0.1%–
CMAComerica IncCOM3,039$216.0K<0.1%History
TMToyota Motor CorpADS1,641$214.0K<0.1%History
VanEck ETF Trust92189F106GOLD MINERS ETF8,783$212.0K<0.1%–
OSKOshkosh CorpCOM2,999$211.0K<0.1%History
VRSNVerisign IncCOM1,206$209.0K<0.1%History
SNXTD Synnex CorpCOM2,564$208.0K<0.1%History
AQNAlgonquin Power & Utilities Corp.COM18,030$197.0K<0.1%History
VanEck Vectors ETF Tr92189F445INTL HIGH YIELD10,569$190.0K<0.1%–
SNAPSnap IncStock17,939$176.0K<0.1%History
Invesco Exchange Traded FD T46137V548INTL DIVI ACHI10,000$153.0K<0.1%–
BRKLBrookline Bancorp IncCOM12,742$148.0K<0.1%History
AGTCApplied Genetic Technologies CorpCOM442,619$120.0K<0.1%History
DXDynex Capital IncCOM10,000$117.0K<0.1%History
UMCUnited Microelectronics CorpSPON ADR NEW10,624$59.0K<0.1%History
JNCEJounce Therapeutics, Inc.COM20,000$47.0K<0.1%History
RNTXRein Therapeutics, Inc.COM90,318$19.0K<0.1%History