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Colony Group LLC

SEC CIK
0001080628
Latest filing
Nov 14, 2023

Holdings in Q1 2023

Holdings as of Mar 31, 2023, filed May 16, 2023. Long positions only; changes compare share counts with Q4 2022.

Institution overview
Positions
782
−49 vs. Q4 2022
Portfolio value
$6.75B
−$357.1M (−5.0%) vs. Q4 2022
Filed
May 16, 2023
SEC
Holdings of Colony Group LLC in Q1 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core MSCI Total International Stock ETF46432F834ETF4,674,232$289.6M4.3%+551,195+13.4%Added–
Vanguard S&P 500 ETF922908363ETF696,824$262.1M3.9%+48,152+7.4%Added–
MSFTMicrosoft CorpStock663,518$191.3M2.8%−48,708−6.8%ReducedHistory
BRK.ABerkshire Hathaway IncCL A407$189.5M2.8%−98−19.4%ReducedHistory
AAPLApple Inc.Stock1,105,445$182.3M2.7%−146,486−11.7%ReducedHistory
Vanguard Dividend Appreciation ETF921908844ETF980,399$151.0M2.2%−88,832−8.3%Reduced–
Vanguard High Dividend Yield Index ETF921946406ETF1,352,477$142.7M2.1%+73,011+5.7%Added–
SPDR Series Trust78468R812ST STR MSCI USAQ1,228,208$142.4M2.1%+62,783+5.4%Added–
iShares Tr464287622RUS 1000 ETF546,643$123.1M1.8%−12,551−2.2%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF502,125$102.5M1.5%+1,449+0.3%Added–
iShares Tr46436E874IBONDS 24 TRM TS3,702,906$88.9M1.3%+92,634+2.6%Added–
PEPPepsiCo IncStock457,475$83.4M1.2%−11,885−2.5%ReducedHistory
iShares Tr46435U697IBONDS DEC3,213,076$83.1M1.2%+312,713+10.8%Added–
JPMJPMorgan Chase & CoStock567,980$74.0M1.1%−51,639−8.3%ReducedHistory
GOOGLAlphabet Inc.Stock657,126$68.2M1.0%+4,070+0.6%AddedHistory
Advisors Inner Circle FD III00774Q197RAYLIANT QUANTAM3,934,992$67.9M1.0%+408,369+11.6%Added–
Vanguard Morningstar Large-Cap ETF922908637ETF360,285$67.3M1.0%+4,535+1.3%Added–
BRK.BBerkshire Hathaway IncStock216,118$66.7M1.0%−20,778−8.8%ReducedHistory
UNHUnitedHealth Group IncStock127,281$60.2M0.9%−9,948−7.2%ReducedHistory
CVXChevron CorpStock349,338$57.0M0.8%−9,786−2.7%ReducedHistory
MRKMerck & Co., Inc.Stock531,710$56.6M0.8%−20,849−3.8%ReducedHistory
iShares Tr464287689RUSSELL 3000 ETF238,268$56.1M0.8%+28,524+13.6%Added–
PGProcter & Gamble CoStock356,137$53.0M0.8%−8,874−2.4%ReducedHistory
MAMastercard IncStock140,132$50.9M0.8%−551−0.4%ReducedHistory
Vanguard Index FDS922908652EXTEND MKT ETF361,758$50.7M0.8%+19,408+5.7%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF482,230$48.0M0.7%−209,822−30.3%Reduced–
AMZNAmazon Com IncStock458,377$47.3M0.7%−57,376−11.1%ReducedHistory
iShares Core S&P Small Cap ETF464287804ETF487,261$47.1M0.7%−25,063−4.9%Reduced–
Vanguard Ftse Emerging Markets ETF922042858ETF1,146,602$46.3M0.7%−773,962−40.3%Reduced–
Vanguard Ftse Developed Markets ETF921943858ETF1,013,124$45.8M0.7%−75,042−6.9%Reduced–
Vanguard Morningstar Value ETF922908744ETF318,441$44.0M0.7%−28,735−8.3%Reduced–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF438,827$43.6M0.6%+71,160+19.4%Added–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF316,562$42.4M0.6%−286,185−47.5%Reduced–
LOWLowes Companies IncStock205,206$41.0M0.6%−19,369−8.6%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF99,591$40.8M0.6%−27,863−21.9%ReducedHistory
iShares Core S&P 500 ETF464287200ETF97,522$40.1M0.6%−3,952−3.9%Reduced–
INTUIntuit Inc.Stock87,813$39.1M0.6%+8,203+10.3%AddedHistory
ACNAccenture plcStock135,514$38.7M0.6%+4,379+3.3%AddedHistory
Vanguard Morningstar Small-Cap Value ETF922908611ETF243,349$38.6M0.6%−16,477−6.3%Reduced–
HDHome Depot, Inc.Stock127,091$37.5M0.6%−10,925−7.9%ReducedHistory
GLDSPDR Gold TrustETF197,351$36.2M0.5%−999−0.5%ReducedHistory
VRTXVertex Pharmaceuticals IncStock112,446$35.4M0.5%+18,451+19.6%AddedHistory
GOOGAlphabet Inc.Stock333,861$34.7M0.5%−52,378−13.6%ReducedHistory
iShares Russell 1000 Growth ETF464287614ETF140,618$34.4M0.5%−2,083−1.5%Reduced–
TJXTJX Companies IncStock434,801$34.1M0.5%−7,246−1.6%ReducedHistory
NXPINXP Semiconductors N.V.COM172,946$32.3M0.5%−361−0.2%ReducedHistory
Schwab International Small-Cap Equity ETF808524888ETF947,067$31.9M0.5%−57,291−5.7%Reduced–
iShares Core S&P Mid-Cap ETF464287507ETF119,869$30.0M0.4%−18,237−13.2%Reduced–
JNJJohnson & JohnsonStock193,443$30.0M0.4%−43,375−18.3%ReducedHistory
Vanguard Morningstar Small-Cap Growth ETF922908595ETF137,435$29.7M0.4%−320,467−70.0%Reduced–
MCDMcDonalds CorpStock105,964$29.6M0.4%−7,533−6.6%ReducedHistory
NOCNorthrop Grumman CorpStock62,772$29.0M0.4%−2,330−3.6%ReducedHistory
iShares Core S&P US Value ETF464287663ETF389,242$28.7M0.4%+30,531+8.5%Added–
CVSCVS Health CorpStock384,663$28.6M0.4%−34,977−8.3%ReducedHistory
ICEIntercontinental Exchange, Inc.Stock273,202$28.5M0.4%+7,922+3.0%AddedHistory
JJacobs Solutions Inc.COM242,205$28.5M0.4%+19,231+8.6%AddedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT195,705$28.3M0.4%−866−0.4%Reduced–
CSCOCisco Systems, Inc.Stock530,606$27.7M0.4%−19,734−3.6%ReducedHistory
URIUnited Rentals, Inc.COM69,836$27.6M0.4%−3,937−5.3%ReducedHistory
iShares MSCI Eafe ETF464287465ETF377,616$27.0M0.4%−125,566−25.0%Reduced–
State Street Technology Select Sector SPDR ETF81369Y803ETF175,448$26.5M0.4%−23,281−11.7%Reduced–
CDWCDW CorpCOM134,128$26.1M0.4%−4,105−3.0%ReducedHistory
AZOAutoZone IncCOM10,602$26.1M0.4%−172−1.6%ReducedHistory
BJBJ's Wholesale Club Holdings, Inc.COM341,127$25.9M0.4%−7,031−2.0%ReducedHistory
SYYSysco CorpStock332,189$25.7M0.4%+134,806+68.3%AddedHistory
ABBVAbbVie Inc.Stock159,136$25.4M0.4%−10,172−6.0%ReducedHistory
SPDR Series Trust78464A763ST STR SP DIV200,903$24.9M0.4%+131,445+189.2%Added–
LRCXLam Research CorpCOM46,796$24.8M0.4%+1,320+2.9%AddedHistory
SUSuncor Energy IncStock787,266$24.4M0.4%−3,441−0.4%ReducedHistory
MCOMoodys CorpStock79,555$24.3M0.4%+238+0.3%AddedHistory
AMTAmerican Tower CorpREIT118,335$24.2M0.4%−4,984−4.0%ReducedHistory
iShares Tr464288646ISHS 1-5YR INVS466,657$23.6M0.3%+14,952+3.3%Added–
iShares Tr464288414NATIONAL MUN ETF216,660$23.3M0.3%−248,286−53.4%Reduced–
CATCaterpillar IncStock99,234$22.7M0.3%−14,407−12.7%ReducedHistory
iShares Tr46434V282U S EQUITY FACTR544,338$22.6M0.3%−18,969−3.4%Reduced–
John Hancock Exchange Traded47804J206MULTIFACTOR MI470,535$22.5M0.3%+10,641+2.3%Added–
Schwab US Dividend Equity ETF808524797ETF305,378$22.3M0.3%−16,924−5.3%Reduced–
ORCLOracle CorpStock232,753$21.6M0.3%−12,778−5.2%ReducedHistory
iShares S&P 500 Growth ETF464287309ETF331,612$21.2M0.3%−10,277−3.0%Reduced–
XOMExxonMobil Holdings CorpCOM192,551$21.1M0.3%−11,536−5.7%ReducedHistory
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL313,597$21.0M0.3%+637+0.2%Added–
AXPAmerican Express CoStock126,760$20.9M0.3%−2,000−1.6%ReducedHistory
DBX ETF Tr233051200XTRACK MSCI EAFE586,437$20.6M0.3%+2,257+0.4%Added–
State Street Health Care Select Sector SPDR ETF81369Y209ETF157,960$20.4M0.3%−14,664−8.5%Reduced–
ADPAutomatic Data Processing IncStock90,885$20.2M0.3%−2,248−2.4%ReducedHistory
iShares Core MSCI Eafe ETF46432F842ETF301,985$20.2M0.3%−60,815−16.8%Reduced–
iShares Tr464287150CORE S&P TTL STK222,314$20.1M0.3%+120,078+117.5%Added–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD262,296$20.0M0.3%+13,486+5.4%Added–
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW314,530$19.8M0.3%+20,297+6.9%Added–
Vanguard Star FDS921909768VG TL INTL STK F355,958$19.7M0.3%+2,260+0.6%Added–
iShares Tr464288885EAFE GRWTH ETF209,101$19.6M0.3%+640+0.3%Added–
APDAir Products & Chemicals, Inc.Stock67,562$19.4M0.3%−1,244−1.8%ReducedHistory
DISWalt Disney CoStock193,584$19.4M0.3%−9,815−4.8%ReducedHistory
VVisa Inc.Stock83,247$18.8M0.3%−15,741−15.9%ReducedHistory
Schwab U.S. Large-Cap ETF808524201ETF387,763$18.8M0.3%−13,579−3.4%Reduced–
iShares Tr464288273EAFE SML CP ETF312,976$18.6M0.3%+3,404+1.1%Added–
PFEPfizer IncStock446,040$18.2M0.3%+84,456+23.4%AddedHistory
GWWW.W. Grainger, Inc.Stock26,235$18.1M0.3%−100−0.4%ReducedHistory
PNCPNC Financial Services Group, Inc.Stock140,239$17.8M0.3%+814+0.6%AddedHistory
Vanguard Morningstar Growth ETF922908736ETF70,511$17.6M0.3%+10,727+17.9%Added–

Sold out since Q4 2022 (97)

Positions held at the end of Q4 2022 that are gone from this filing.

Positions of Colony Group LLC sold out since Q4 2022
SecurityClassShares in Q4 2022Value in Q4 2022% of portfolio in Q4 2022History
Invesco Exch TRD SLF Idx FD46138J841BULSHS 2024 CB222,607$4.56M0.1%–
Kraneshares Tr500767736QUADRTC INT RT192,955$4.36M0.1%–
Invesco Exch TRD SLF Idx FD46138J866BULSHS 2023 CB159,805$3.35M<0.1%–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF30,941$3.26M<0.1%–
LYBLyondellBasell Industries N.V.SHS - A -33,598$2.79M<0.1%History
First Rep BK San Francisco C33616C100COM21,971$2.68M<0.1%–
CPCanadian Pacific Kansas City LtdCOM26,172$1.95M<0.1%History
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF65,037$1.91M<0.1%–
Schwab Fundamental International Small Equity ETF808524748ETF59,917$1.87M<0.1%–
AAPAdvance Auto Parts IncCOM12,244$1.80M<0.1%History
SPDR Series Trust78468R622ST BLOO HIGH ETF18,918$1.70M<0.1%–
State Street SPDR S&P Homebuilders ETF78464A888ETF24,952$1.50M<0.1%–
XUnited States Steel CorpCOM57,885$1.45M<0.1%History
Vanguard Total International Bond ETF92203J407ETF28,548$1.35M<0.1%–
Alps ETF Tr00162Q452ALERIAN MLP30,635$1.17M<0.1%–
CTLTCatalent, Inc.COM25,132$1.13M<0.1%History
FLICFirst of Long Island CorpCOM56,270$1.01M<0.1%History
EOGEOG Resources IncStock7,479$969.0K<0.1%History
ENPHEnphase Energy, Inc.Stock3,497$927.0K<0.1%History
FASTFastenal CoStock19,301$913.0K<0.1%History
OXYOccidental Petroleum CorpStock13,771$867.0K<0.1%History
LUVSouthwest Airlines CoCOM25,624$863.0K<0.1%History
FNDFloor & Decor Holdings, Inc.CL A11,363$791.0K<0.1%History
CRLCharles River Laboratories International, Inc.COM3,600$784.0K<0.1%History
VSTOVista Outdoor Inc.COM30,494$743.0K<0.1%History
CFCF Industries Holdings, Inc.COM8,692$741.0K<0.1%History
ProShares Tr74347B110ULTRAPRO SHORT S42,500$717.0K<0.1%–
Columbia ETF Tr I19761L607MULTI SEC MUNI34,066$687.0K<0.1%–
UBERUber Technologies, IncStock24,405$604.0K<0.1%History
iShares Inc46434G772MSCI TAIWAN ETF14,672$589.0K<0.1%–
MLMMartin Marietta Materials IncCOM1,731$585.0K<0.1%History
Nushares ETF Tr67092P607NUVEEN ESG SMLCP16,426$561.0K<0.1%–
WMBWilliams Companies, Inc.COM16,590$546.0K<0.1%History
DBIDesigner Brands Inc.CL A54,452$533.0K<0.1%History
PCARPaccar IncCOM5,212$516.0K<0.1%History
FMCFMC CorpCOM NEW4,044$505.0K<0.1%History
FCXFreeport-McMoran IncStock13,231$503.0K<0.1%History
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF11,938$488.0K<0.1%–
ADSKAutodesk, Inc.COM2,548$476.0K<0.1%History
Managed Portfolio Series56167N753ECOFIN GBL WATER12,913$475.0K<0.1%–
TTETotalEnergies SESPONSORED ADS7,636$474.0K<0.1%History
Dimensional ETF Trust25434V781INTL SMALL CAP V20,600$458.0K<0.1%–
UUPInvesco DB US Dollar Index Bullish FundBULLISH FD16,433$457.0K<0.1%History
MBCMasterBrand, Inc.COMMON STOCK57,291$433.0K<0.1%History
Invesco Exchange Traded FD T46137V431S&P 500 GARP ETF5,140$425.0K<0.1%–
Impact Shs FDS I Tr45259A100YWCA WOMENS ETF15,729$417.0K<0.1%–
KHCKraft Heinz CoStock9,856$401.0K<0.1%History
JPMorgan Ultra-Short Income ETF46641Q837ETF7,550$378.0K<0.1%–
Fidelity Covington Trust316092857MSCI RL EST ETF15,057$374.0K<0.1%–
GSKGSK plcADR10,588$372.0K<0.1%History
ProShares Tr74348A467S&P 500 DV ARIST4,111$370.0K<0.1%–
IRIngersoll Rand Inc.COM6,990$365.0K<0.1%History
IQVIQVIA Holdings Inc.Stock1,667$342.0K<0.1%History
OLEDUniversal Display CorpCOM3,146$340.0K<0.1%History
AMCRAmcor plcORD27,608$329.0K<0.1%History
iShares Tr464287770U.S. FIN SVC ETF2,077$327.0K<0.1%–
Barrick Gold Corp067901108COM18,324$315.0K<0.1%–
GDDYGoDaddy Inc.CL A4,203$314.0K<0.1%History
ETF Ser Solutions26922A289DEFIANCE CONNECT10,266$307.0K<0.1%–
EEni SpASPONSORED ADR10,503$301.0K<0.1%History
iShares Inc464286525MSCI GBL MIN VOL3,119$296.0K<0.1%–
BXPBXP, Inc.COM4,289$290.0K<0.1%History
Invesco Exch Traded FD Tr II46138G508SR LN ETF13,284$273.0K<0.1%–
DVNDevon Energy CorpStock4,401$271.0K<0.1%History
VMRKVivmark ResidentialSH BEN INT4,452$263.0K<0.1%History
IPARInterparfums IncCOM2,689$260.0K<0.1%History
LPROOpen Lending CorpCOM38,142$257.0K<0.1%History
CORCencora, Inc.Stock1,519$252.0K<0.1%History
Invesco Exch Traded FD Tr II46138E628KBW BK ETF4,812$248.0K<0.1%–
HLNHaleon plcADR30,725$246.0K<0.1%History
RPMRPM International IncCOM2,484$242.0K<0.1%History
ETF Ser Solutions26922A826LONCAR CANCER17,598$242.0K<0.1%–
iShares U.S. Healthcare Providers ETF464288828ETF902$241.0K<0.1%–
VFCV F CorpStock8,489$234.0K<0.1%History
SNOWSnowflake Inc.Stock1,621$233.0K<0.1%History
RGAReinsurance Group of America IncCOM NEW1,623$231.0K<0.1%History
Invesco Exchange Traded FD T46137V647SEMICONDUCTORS2,261$226.0K<0.1%–
MLPBUBS AGETRACS ALER MLP11,875$223.0K<0.1%History
ELSEquity Lifestyle Properties IncCOM3,418$221.0K<0.1%History
CABOCable One, Inc.COM310$221.0K<0.1%History
REXRRexford Industrial Realty, Inc.COM3,897$213.0K<0.1%History
STAGSTAG Industrial, Inc.COM6,550$212.0K<0.1%History
Invesco Exch TRD SLF Idx FD46138J494BULSHS 2027 MUNI8,864$208.0K<0.1%–
Global X FDS37954Y145CANNABIS ETF NEW16,990$189.0K<0.1%–
VATEINNOVATE Corp.COM100,000$187.0K<0.1%History
AMXAmerica Movil SAB de CVSPON ADR L SHS10,189$185.0K<0.1%History
Healthpeak Properties, Inc.71943U104COM11,603$168.0K<0.1%–
Invesco Exchange Traded FD T46137V589GBL LISTED PVT17,500$165.0K<0.1%–
DKNGDraftKings Inc.Stock10,853$124.0K<0.1%History
ECEcopetrol S.A.SPONSORED ADS10,849$114.0K<0.1%History
MQMarqeta, Inc.CLASS A COM17,958$110.0K<0.1%History
RNXTRenovoRx, Inc.COM NEW15,741$37.0K<0.1%History
LVTXLAVA Therapeutics NVSHS10,000$35.0K<0.1%History
BBDBank BradescoSP ADR PFD NEW11,006$32.0K<0.1%History
SANBanco Santander, S.A.ADR10,606$31.0K<0.1%History
NTPIFNam Tai Property Inc.SHS19,400$26.0K<0.1%History
SPROSpero Therapeutics, Inc.COM10,000$17.0K<0.1%History