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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
79
17
29
3
11
4
68
38
27
COLONY GROUP LLC

Time Period2018-06-30

Total Holdings501

Total Value ($x1000)1,916,666
Activities
New53

Increased158

Unchanged45

Decreased245

Sold Out47

Top 10 Stock Holdingstotal 22.03%
IXUS4.67

VEA2.63

MSFT2.54

BRK.B2.09

VXF2.06

 
IWB1.91

AGG1.61

UNH1.56

GOOGL1.51

JPM1.45

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IXUS
4.67%
CORE MSCITOTAL
VEA
2.63%
FTSE DEV MKT ETF
MSFT
2.54%
COM
BRK.B
2.09%
CL B NEW
VXF
2.06%
EXTEND MKT ETF
IWB
1.91%
RUS 1000 ETF
AGG
1.61%
CORE TOTUSBD ETF
UNH
1.56%
COM
GOOGL
1.51%
CAP STK CL A
JPM
1.45%
COM
ROST
1.38%
COM
MA
1.36%
CL A
PEP
1.35%
COM
BA
1.35%
COM
LRGF
1.32%
FCTSLC MSCI US
INTU
1.2%
COM
AMGN
1.19%
COM
USMV
1.14%
USA MIN VOL ETF
CSCO
1.13%
COM
AAPL
1.13%
COM
IVV
1.1%
CORE S&P500 ETF
SU
1.04%
COM
DWDP
1%
COM
LOW
0.99%
COM
BK
0.89%
COM
IWF
0.86%
RUS 1000 GRW ETF
AXP
0.85%
COM
PNC
0.8%
COM
ACN
0.75%
SHS CLASS A
ORCL
0.74%
COM
IWR
0.74%
RUS MID-CAP ETF
ITB
0.73%
US HOME CONS ETF
FISV
0.73%
COM
NOC
0.73%
COM
VRSN
0.71%
COM
USFD
0.69%
COM
RHT
0.67%
COM
C
0.64%
COM NEW
CCI
0.63%
COM
AIG
0.63%
COM NEW
MDT
0.63%
SHS
CNC
0.62%
COM
MKC
0.62%
COM NON VTG
JEC
0.61%
COM
SPY
0.6%
TR UNIT
GLD
0.6%
GOLD SHS
COF
0.6%
COM
FB
0.57%
CL A
MKC/V
0.56%
COM VTG
BAX
0.55%
COM
LVS
0.55%
COM
CAT
0.53%
COM
XOM
0.52%
COM
EWJ
0.49%
MSCI JPN ETF NEW
CXO
0.48%
COM
MINT
0.48%
ENHAN SHRT MAT
PHILLIPS...
0.48%
COMMON
MCO
0.48%
COM
BR
0.45%
COM
IWM
0.45%
RUSSELL 2000 ETF
SCHX
0.45%
US LRG CAP ETF
VNQ
0.43%
REIT ETF
GOOG
0.42%
CAP STK CL C
AGN
0.42%
SHS
EFAV
0.42%
EAFE MIN VOL ETF
HAWX
0.42%
MSCI ACWI EXUS
INTF
0.42%
FCTSL MSCI INT
DBEF
0.41%
XTRAK MSCI EAFE
IVW
0.41%
S&P 500 GRWT ETF
MTB
0.4%
COM
EW
0.39%
COM
DIS
0.38%
COM DISNEY
IEFA
0.37%
CORE MSCI EAFE
VONG
0.37%
VNG RUS1000GRW
AMZN
0.36%
COM
WH
0.35%
COM
GLW
0.35%
COM
VR
0.35%
COM SHS
DHR
0.35%
COM
SLB
0.35%
COM
CERN
0.34%
COM
JNK
0.34%
BRC HGH YLD BD
VONV
0.33%
VNG RUS1000VAL
T
0.33%
COM
EFG
0.33%
EAFE GRWTH ETF
SJM
0.32%
COM NEW
ABT
0.31%
COM
KAR
0.31%
COM
DFS
0.3%
COM
LYV
0.3%
COM
KLAC
0.3%
COM
AAXJ
0.3%
MSCI AC ASIA ETF
MCD
0.29%
COM
JNJ
0.29%
COM
NFLX
0.28%
COM
EFA
0.28%
MSCI EAFE ETF
IJH
0.27%
CORE S&P MCP ETF
VFC
0.27%
COM
WYN
0.27%
COM
DVN
0.26%
COM
FDX
0.26%
COM
HD
0.25%
COM
IVE
0.24%
S&P 500 VAL ETF
VOE
0.24%
MCAP VL IDXVIP
CROX
0.24%
COM
VCIT
0.23%
INT-TERM CORP
DNKN
0.23%
COM
LLL
0.23%
COM
IGF
0.23%
GLB INFRASTR ETF
CTLT
0.23%
COM
TOTL
0.22%
SPDR TR TACTIC
JKHY
0.22%
COM
CLB
0.22%
COM
VOO
0.22%
SHS
V
0.22%
COM CL A
BCO
0.22%
COM
ALL
0.2%
COM
EXPE
0.19%
COM NEW
NBL
0.19%
COM
ALSN
0.19%
COM
GE
0.18%
COM
IJT
0.18%
SP SMCP600GR ETF
VOT
0.18%
MCAP GR IDXVIP
NEE
0.18%
COM
VWO
0.18%
FTSE EMR MKT ETF
VIG
0.18%
DIV APP ETF
BDX
0.17%
COM
SPLV
0.17%
S&P500 LOW VOL
ITOT
0.16%
CORE S&P TTL STK
WP
0.16%
CL A
COST
0.16%
COM
WFC
0.16%
COM
ANSS
0.15%
COM
MTN
0.15%
COM
ATR
0.15%
COM
FTLS
0.15%
LNG/SHT EQUITY
SCZ
0.15%
EAFE SML CP ETF
AZPN
0.15%
COM
BLKB
0.15%
COM
AMT
0.15%
COM
TCB
0.14%
COM
SYY
0.14%
COM
HII
0.14%
COM
BAH
0.14%
CL A
CMCSA
0.14%
CL A
TDG
0.14%
COM
UNP
0.14%
COM
AFG
0.14%
COM
VTV
0.14%
VALUE ETF
SBGI
0.14%
CL A
LGND
0.14%
COM NEW
TRV
0.13%
COM
VBK
0.13%
SML CP GRW ETF
ICLR
0.13%
SHS
LECO
0.13%
COM
AVGO
0.13%
COM
MSI
0.13%
COM NEW
APH
0.13%
CL A
RSG
0.12%
COM
VO
0.12%
MID CAP ETF
IDCC
0.12%
COM
ON
0.12%
COM
SHW
0.12%
COM
VBR
0.12%
SM CP VAL ETF
WLL
0.12%
COM NEW
PLCE
0.12%
COM
FRC
0.12%
COM
CVLT
0.12%
COM
CIT
0.12%
COM NEW
ZTS
0.11%
CL A
EXR
0.11%
COM
NTB
0.11%
SHS NEW
DGRO
0.11%
CORE DIV GRWTH
FBND
0.11%
TOTAL BD ETF
ATVI
0.11%
COM
PFE
0.11%
COM
ACGL
0.11%
ORD
NDSN
0.11%
COM
UTX
0.11%
COM
WAFD
0.11%
COM
VB
0.11%
SMALL CP ETF
IHY
0.11%
INTL HIGH YIELD
STL
0.11%
COM
FLOT
0.11%
FLTG RATE BD ETF
BSV
0.11%
SHORT TRM BOND
JCOM
0.11%
COM
EA
0.11%
COM
CMBS
0.11%
CMBS ETF
AWK
0.11%
COM
VRP
0.11%
VAR RATE PFD
ITM
0.11%
AMT FREE INT ETF
RBC
0.1%
COM
XOVR
0.1%
SPDR BOFA CRSS
BABA
0.1%
SPONSORED ADS
PAYX
0.1%
COM
BLK
0.1%
COM
SCHC
0.1%
INTL SCEQT ETF
TMK
0.1%
COM
AGCO
0.1%
COM
CVX
0.1%
COM
ADBE
0.1%
COM
GS
0.1%
COM
HRS
0.1%
COM
LMT
0.09%
COM
PSX
0.09%
COM
GNRC
0.09%
COM
RPAI
0.09%
CL A
AGII
0.09%
COM
CHD
0.09%
COM
MKTX
0.09%
COM
EEMV
0.09%
EM MK MINVOL ETF
MSCI
0.09%
COM
APA
0.09%
COM
CL
0.09%
COM
APD
0.09%
COM
OZRK
0.09%
COM
EBS
0.09%
COM
WCN
0.09%
COM
ACM
0.09%
COM
CRS
0.09%
COM
DGX
0.09%
COM
HRL
0.09%
COM
TXN
0.08%
COM
SBUX
0.08%
COM
OKE
0.08%
COM
SDY
0.08%
S&P DIVID ETF
AET
0.08%
COM
MRK
0.08%
COM
GNR
0.08%
GLB NAT RESRCE
EGBN
0.08%
COM
IWD
0.08%
RUS 1000 VAL ETF
IYR
0.08%
U.S. REAL ES ETF
ITGR
0.08%
COM
ETR
0.08%
COM
SCHV
0.08%
US LCAP VA ETF
AMP
0.08%
COM
INTC
0.07%
COM
POR
0.07%
COM NEW
PRGO
0.07%
SHS
KO
0.07%
COM
IBM
0.07%
COM
TDTT
0.07%
IBOXX 3R TARGT
PG
0.07%
COM
COG
0.07%
COM
MUB
0.07%
NAT AMT FREE BD
NLSN
0.07%
SHS EUR
JCI
0.07%
SHS
PFF
0.07%
U.S. PFD STK ETF
HALO
0.06%
COM
EFV
0.06%
EAFE VALUE ETF
QAI
0.06%
HEDGE MLTI ETF
HEFA
0.06%
HDG MSCI EAFE
IJJ
0.06%
S&P MC 400VL ETF
BP
0.06%
SPONSORED ADR
SHY
0.06%
1-3 YR TR BD ETF
HON
0.06%
COM
CASY
0.06%
COM
HNW
0.06%
COM
IJS
0.06%
SP SMCP600VL ETF
XLK
0.06%
TECHNOLOGY
BAC
0.06%
COM
QQQ
0.05%
UNIT SER 1
ECA
0.05%
COM
TMUS
0.05%
COM
MDY
0.05%
UTSER1 S&PDCRP
IVZ
0.05%
SHS
CVS
0.05%
COM
SCHG
0.05%
US LCAP GR ETF
TJX
0.05%
COM
TMO
0.05%
COM
ABBV
0.05%
COM
USB
0.05%
COM NEW
MMM
0.05%
COM
VTI
0.05%
TOTAL STK MKT
TLH
0.05%
10-20 YR TRS ETF
VUG
0.05%
GROWTH ETF
OXY
0.05%
COM
HTA
0.04%
CL A NEW
SYK
0.04%
COM
WRE
0.04%
SH BEN INT
CCJ
0.04%
COM
HCN
0.04%
COM
TSS
0.04%
COM
DVY
0.04%
SELECT DIVID ETF
NVDA
0.04%
COM
WY
0.04%
COM
DGRW
0.04%
US DIVD GRT FD
EMB
0.04%
JP MOR EM MK ETF
HIFS
0.04%
COM
ADP
0.04%
COM
MKL
0.04%
COM
MO
0.04%
COM
NKE
0.04%
CL B
LRCX
0.04%
COM
TROW
0.04%
COM
QCOM
0.04%
COM
IJR
0.04%
CORE S&P SCP ETF
VZ
0.04%
COM
UPS
0.04%
CL B
EDU
0.03%
SPON ADR
PYPL
0.03%
COM
ANTM
0.03%
COM
EEM
0.03%
MSCI EMG MKT ETF
WM
0.03%
COM
SCHB
0.03%
US BRD MKT ETF
CRM
0.03%
COM
PKG
0.03%
COM
ADNT
0.03%
ORD SHS
CTAS
0.03%
COM
LH
0.03%
COM NEW
XLV
0.03%
SBI HEALTHCARE
IEI
0.03%
3-7 YR TR BD ETF
CB
0.03%
COM
SHM
0.03%
NUVN BR SHT MUNI
BSCK
0.03%
BULSHS 2020 CB
MDLZ
0.03%
CL A
GVI
0.03%
INTRM GOV/CR ETF
BSCJ
0.03%
BULSHS 2019 CB
MAR
0.03%
CL A
BBT
0.03%
COM
D
0.03%
COM
IJK
0.03%
S&P MC 400GR ETF
SLYG
0.03%
S&P 600 SMCP GRW
RWO
0.03%
DJ GLB RL ES ETF
BKNG
0.03%
COM
STT
0.03%
COM
CHTR
0.03%
CL A
PX
0.03%
COM
UTHR
0.03%
COM
VXUS
0.03%
VG TL INTL STK F
BSCI
0.03%
BULSHS2018 COR
IGHG
0.03%
INVT INT RT HG
OHI
0.03%
COM
VMW
0.03%
CL A COM
SPGI
0.03%
COM
PURETECH...
0.03%
COMMON
GD
0.03%
COM
WMT
0.03%
COM
ROP
0.03%
COM
FTV
0.03%
COM
DE
0.03%
COM
CORP
0.03%
INV GRD CRP BD
LQD
0.03%
IBOXX INV CP ETF
AMAT
0.03%
COM
KLD
0.03%
USA ESG SLCT ETF
TSM
0.02%
SPONSORED ADR
ALV
0.02%
COM
NFLT
0.02%
VIRTUS NEWFLEET
BSCM
0.02%
BULSHS 2022 CB
PPG
0.02%
COM
GDX
0.02%
GOLD MINERS ETF
NXPI
0.02%
COM
DVYA
0.02%
ASIA/PAC DIV ETF
LNG
0.02%
COM NEW
IPGP
0.02%
COM
VFH
0.02%
FINANCIALS ETF
XLF
0.02%
SBI INT-FINL
BSCL
0.02%
BULSHS 2021 CB
XLU
0.02%
SBI INT-UTILS
BNDX
0.02%
INTL BD IDX ETF
IYJ
0.02%
U.S. INDS ETF
ALGN
0.02%
COM
PM
0.02%
COM
BMY
0.02%
COM
VGSH
0.02%
SHTRM GVT BD ETF
SLYV
0.02%
S&P 600 SMCP VAL
XLP
0.02%
SBI CONS STPLS
MU
0.02%
COM
IDXX
0.02%
COM
PEG
0.02%
COM
PRI
0.02%
COM
FNDX
0.02%
SCHWAB FDT US LG
EMR
0.02%
COM
FNDF
0.02%
SCHWB FDT INT LG
VGK
0.02%
FTSE EUROPE ETF
MPC
0.02%
COM
SCHW
0.02%
COM
ROK
0.02%
COM
COP
0.02%
COM
GRPN
0.02%
COM CL A
CIU
0.02%
INTERM CR BD ETF
IBMI
0.02%
IBONDS SEP2020
WBA
0.02%
COM
MUAH
0.02%
19 AMT-FREE MN
WRK
0.02%
COM
MUAG
0.02%
18 AMT-FREE ETF
DIA
0.02%
UT SER 1
TOCA
0.02%
COM
L
0.02%
COM
PUTW
0.02%
CBOE S&P 500
DLN
0.02%
LARGECAP DIVID
MRCY
0.02%
COM
JARDINE ...
0.02%
COMMON
CTSH
0.02%
CL A
MAS
0.02%
COM
IBND
0.02%
BRCLY INTL CRP
FXI
0.02%
CHINA LG-CAP ETF
ILMN
0.02%
COM
PICB
0.02%
INTL CORP BD
PGR
0.02%
COM
ARE
0.02%
COM
ICE
0.02%
COM
AEM
0.02%
COM
IBMJ
0.02%
IBONDS DEC 21
EBAY
0.02%
COM
MLM
0.02%
COM
LUV
0.02%
COM
VTR
0.02%
COM
ESGU
0.02%
ETF MSCI USA
CTXS
0.02%
COM
DIM
0.02%
INTL MIDCAP DV
SCI
0.02%
COM
SCHF
0.02%
INTL EQTY ETF
STZ
0.01%
CL A
PTC
0.01%
COM
BERKSHIR...
0.01%
CLASS A
HUM
0.01%
COM
HPQ
0.01%
COM
XLI
0.01%
SBI INT-INDS
CATC
0.01%
COM
DPS
0.01%
COM
IWO
0.01%
RUS 2000 GRW ETF
MS
0.01%
COM NEW
ZION
0.01%
COM
NOVOZYME...
0.01%
COMMON
PZD
0.01%
CLEANTECH ETF
MGA
0.01%
COM
AON
0.01%
SHS CL A
SCHA
0.01%
US SML CAP ETF
MDYV
0.01%
S&P 400 MDCP VAL
IBMK
0.01%
IBONDS DEC 22
CELG
0.01%
COM
MCHP
0.01%
COM
HYG
0.01%
IBOXX HI YD ETF
PUK
0.01%
ADR
TIF
0.01%
COM
VEU
0.01%
ALLWRLD EX US
BIIB
0.01%
COM
RTN
0.01%
COM NEW
DSI
0.01%
MSCI KLD400 SOC
MBB
0.01%
MBS ETF
GILD
0.01%
COM
PSP
0.01%
GBL LISTED PVT
GNMA
0.01%
GNMA BOND ETF
ESRX
0.01%
COM
NVS
0.01%
SPONSORED ADR
RYN
0.01%
COM
SCHH
0.01%
US REIT ETF
HYMB
0.01%
NUV HGHYLD MUN
SRPT
0.01%
COM
CNI
0.01%
COM
UBSH
0.01%
COM
GRMN
0.01%
SHS
MTD
0.01%
COM
WBT
0.01%
COM
KEY
0.01%
COM
ZBRA
0.01%
CL A
SNPS
0.01%
COM
CWB
0.01%
BRC CNV SECS ETF
DVMT
0.01%
COM CL V
SCHM
0.01%
US MID-CAP ETF
CBG
0.01%
CL A
EPD
0.01%
COM
SPHD
0.01%
S&P500 HDL VOL
XBI
0.01%
S&P BIOTECH
DEO
0.01%
SPON ADR NEW
GSK
0.01%
SPONSORED ADR
HYD
0.01%
HIGH YLD MUN ETF
BWZ
0.01%
SHRT INTL ETF
ECL
0.01%
COM
RDS/A
0.01%
SPONS ADR A
CHKP
0.01%
ORD
CEMB
0.01%
EM CRP BD ETF
WLK
0.01%
COM
NSRGY
0.01%
COM
EMGF
0.01%
FACTORSELECT MSC
KHC
0.01%
COM
IT
0.01%
COM
BAM
0.01%
CL A LTD VT SH
MMS
0.01%
COM
TXT
0.01%
COM
BGX
0.01%
COM SHS BN INT
ICLN
0.01%
GL CLEAN ENE ETF
DEUTSCHE...
0.01%
COMMON
NMRK
0.01%
CL A
SCPH
0.01%
COM
PRPL
< 0.01%
COM
SIRI
< 0.01%
COM
TURN
< 0.01%
COM
ITRONICS...
< 0.01%
COMMON
MARIMED ...
< 0.01%
COMMON
MVIS
< 0.01%
COM NEW
POKPHAND...
< 0.01%
COMMON
APRI
< 0.01%
COM NEW
RUBICON ...
< 0.01%
COMMON
ADVANCED...
< 0.01%
COMMON
ORGANIC ...
< 0.01%
COMMON
LAKE VIC...
< 0.01%
COMMON
DEBT RES...
< 0.01%
COMMON
FRESH PR...
< 0.01%
COMMON
PENN OCT...
< 0.01%
COMMON
TWX
0.63%
COM NEW
SPLV
0.17%
S&P500 LOW VOL
CXP
0.16%
COM NEW
VRP
0.13%
VAR RATE PFD POR
FR
0.12%
COM
RDN
0.12%
COM
XEC
0.11%
COM
SHO
0.11%
COM
OI
0.1%
COM NEW
UGI
0.1%
COM
IEMG
0.08%
CORE MSCI EMKT
EQR
0.07%
SH BEN INT
ALB
0.06%
COM
QQQ
0.06%
UNIT SER 1
HCP
0.05%
COM
BND
0.02%
TOTAL BND MRKT
PICB
0.02%
INTL CORP BOND
TLT
0.02%
20+ YR TR BD ETF
AXA ADS-...
0.02%
COMMON
MON
0.02%
COM
CI
0.02%
COM
PZD
0.02%
CLEANTECH PORT
A
0.02%
COM
BKLN
0.02%
SENIOR LN PORT
PSP
0.02%
GBL LSTD PVT EQT
WELLS FA...
0.01%
COMMON
MMC
0.01%
COM
HAL
0.01%
COM
DTE
0.01%
COM
SUB
0.01%
SHT NTLAMTFR ETF
CMS
0.01%
COM
AMG
0.01%
COM
PRU
0.01%
COM
PH
0.01%
COM
MCK
0.01%
COM
MGM
0.01%
COM
YUM
0.01%
COM
IBB
0.01%
NASDQ BIOTEC ETF
LLY
0.01%
COM
SPHD
0.01%
PWRSH S&P500HI
RINF
0.01%
30YR TIPS/TSY
PCY
0.01%
SOVEREIGN DEBT
PNW
0.01%
COM
STI
0.01%
COM
FAN
0.01%
COM SHS
QTNT
< 0.01%
SHS
NVCN
< 0.01%
COM