Baystate Wealth Management

Latest statistics and disclosures from Baystate Wealth Management's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Baystate Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Baystate Wealth Management

Baystate Wealth Management holds 1327 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Baystate Wealth Management has 1327 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Russell Top 200 Growth Etf Etf (IWY) 8.7 $118M 674k 175.22
 View chart
Spdr S&p World Ex-us Etf (SPDW) 7.5 $102M +3% 3.0M 34.01
 View chart
Invesco Ftse Rafi Us 1000 Etf Etf (PRF) 7.0 $95M +2% 2.7M 35.20
 View chart
Ishares S&p 500 Index Etf (IVV) 6.4 $88M 184k 477.63
 View chart
Ishares Aggregate Bond Etf Etf (AGG) 5.9 $81M +20% 817k 99.25
 View chart
Vanguard Value Etf Etf (VTV) 5.2 $71M +3% 477k 149.50
 View chart
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL) 4.6 $62M +3% 1.2M 51.41
 View chart
Blackrock Ultra Short-term Bond Etf Etf (ICSH) 4.3 $58M +2% 1.2M 50.36
 View chart
Ishares Core Msci Eafe Etf Etf (IEFA) 3.9 $53M 748k 70.35
 View chart
Ishares Tr Russell Midcap Index Etf (IWR) 3.7 $50M +3% 648k 77.73
 View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO) 3.2 $43M +5% 1.0M 41.10
 View chart
Vanguard S&p Small-cap 600 Etf Etf (VIOO) 2.7 $37M +3% 373k 99.19
 View chart
Spdr Barclays Capital Short Term Corp Bd Etf (SPSB) 2.5 $34M -13% 1.2M 29.78
 View chart
Vanguard Total Bond Market Etf Etf (BND) 2.5 $34M 462k 73.55
 View chart
Ishares Msci Usa Value Factor Etf Etf (VLUE) 1.9 $26M +3% 258k 101.16
 View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 1.8 $25M 169k 147.14
 View chart
Hartford Multifactor Developed Markets Etf (RODM) 1.8 $25M +3% 899k 27.42
 View chart
Stryker Corp Stock (SYK) 1.7 $23M 76k 299.46
 View chart
Ishares Msci Emerging Markets Etf Etf (EEM) 1.5 $21M 511k 40.21
 View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG) 1.3 $18M +10% 322k 55.90
 View chart
Spdr Index Shs Fds S&p Intl Small Cap Etf Etf (GWX) 1.0 $13M +3% 420k 31.76
 View chart
Apple Stock (AAPL) 1.0 $13M +2% 69k 192.53
 View chart
Ishares Amt-free Muni Bond Etf Etf (MUB) 0.7 $8.9M +8% 82k 108.41
 View chart
Vanguard Mid Cap Etf (VO) 0.6 $7.8M -2% 33k 232.65
 View chart
Vanguard Growth Etf Etf (VUG) 0.5 $7.1M +5% 23k 310.89
 View chart
Microsoft Stock (MSFT) 0.5 $6.9M +6% 19k 376.05
 View chart
Ishares Tr Kld 400 Social Index Etf (DSI) 0.4 $5.8M 64k 91.05
 View chart
Ishares 1-3 Yr Treasury Bond Etf Etf (SHY) 0.4 $5.8M 71k 82.04
 View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.4 $5.5M +3% 73k 75.54
 View chart
Ishares Msci Eafe Small Cap Etf Etf (SCZ) 0.4 $5.3M 85k 61.90
 View chart
Ufp Technologies Stock (UFPT) 0.4 $5.3M 31k 172.04
 View chart
Johnson & Johnson Stock (JNJ) 0.3 $4.5M 29k 156.74
 View chart
Ishares Russell 1000 Growth Etf Etf (IWF) 0.3 $4.3M -14% 14k 303.18
 View chart
Procter And Gamble Stock (PG) 0.3 $4.3M 29k 146.54
 View chart
Spdr Barclays Capital Long Term Treasuries Etf (SPTL) 0.3 $4.1M 140k 29.02
 View chart
Ishares Msci Eafe Value Etf Etf (EFV) 0.3 $3.8M -7% 72k 52.10
 View chart
Spdr Ser Tr Lehman Inter Term Treas Etf Etf (SPTI) 0.3 $3.7M 129k 28.56
 View chart
Nuveen Esg Large-cap Value Etf Etf (NULV) 0.3 $3.5M +6% 96k 35.91
 View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.3 $3.5M 33k 104.92
 View chart
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX) 0.3 $3.4M -5% 55k 61.94
 View chart
Ishares Msci Acwi Ex Us Etf (ACWX) 0.2 $3.2M +15% 62k 51.04
 View chart
Vanguard Large Cap Etf (VV) 0.2 $3.2M -5% 15k 218.16
 View chart
Vanguard Total World Bond Etf Etf (BNDW) 0.2 $3.1M -27% 45k 69.21
 View chart
Wisdomtree Tr Intl Largecap Divid Etf (DOL) 0.2 $3.0M -4% 61k 49.26
 View chart
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG) 0.2 $2.9M +109% 62k 47.74
 View chart
Salesforce Stock (CRM) 0.2 $2.8M 11k 263.15
 View chart
Spdr S&p 500 Etf Etf (SPY) 0.2 $2.7M +6% 5.7k 475.35
 View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.2 $2.6M 7.3k 356.70
 View chart
Ishares Dj Us Technology Etf (IYW) 0.2 $2.6M +28% 21k 122.75
 View chart
Endava Plc Ads Adr (DAVA) 0.2 $2.4M 31k 77.85
 View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) 0.2 $2.4M 47k 50.74
 View chart
Vanguard Mega Cap Growth Etf Etf (MGK) 0.2 $2.3M -6% 9.1k 259.53
 View chart
Schwab Us Dividend Equity Etf Etf (SCHD) 0.2 $2.3M 30k 76.13
 View chart
Amazon.com Stock (AMZN) 0.2 $2.2M +4% 15k 151.95
 View chart
Vanguard Dividend Appreciation Etf Etf (VIG) 0.2 $2.2M -5% 13k 170.41
 View chart
Exxon Mobil Corp Stock (XOM) 0.2 $2.2M -6% 22k 99.98
 View chart
Google Stock (GOOGL) 0.2 $2.0M +36% 15k 139.69
 View chart
Ishares Msci Eafe Growth Index Etf Etf (EFG) 0.1 $2.0M -37% 21k 96.85
 View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.1 $2.0M +33% 14k 140.93
 View chart
Walmart Stock (WMT) 0.1 $2.0M 13k 157.65
 View chart
Ishares Tr S&p 100 Index Fund Etf (OEF) 0.1 $1.9M +404% 8.5k 223.40
 View chart
Spdr Ser Tr S&p Divid Etf Etf (SDY) 0.1 $1.9M -13% 15k 124.97
 View chart
Union Pac Corp Stock (UNP) 0.1 $1.9M 7.6k 245.63
 View chart
Ishares Msci Eafe Etf Etf (EFA) 0.1 $1.8M +26% 24k 75.35
 View chart
Vanguard Small Cap Value Etf Etf (VBR) 0.1 $1.8M -2% 10k 179.98
 View chart
Ishares S&p Smallcap 600 Etf Etf (IJR) 0.1 $1.8M +26% 16k 108.26
 View chart
Ishares Russell Midcap Growth Etf Etf (IWP) 0.1 $1.7M +6% 17k 104.46
 View chart
Oracle Corporation Stock (ORCL) 0.1 $1.7M 16k 105.44
 View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE) 0.1 $1.7M +4% 52k 32.06
 View chart
Jpmorgan Chase & Co Stock (JPM) 0.1 $1.6M -13% 9.6k 170.11
 View chart
Ishares S&p 500 Growth Etf Etf (IVW) 0.1 $1.6M +9% 22k 75.10
 View chart
Home Depot Stock (HD) 0.1 $1.6M 4.6k 346.59
 View chart
Powershares Qqq Tr Etf (QQQ) 0.1 $1.5M 3.6k 409.61
 View chart
American Tower Corp Reit (AMT) 0.1 $1.5M -16% 6.8k 215.88
 View chart
Jpmorgan U.s. Value Factor Etf Etf (JVAL) 0.1 $1.4M -8% 38k 38.58
 View chart
Ishares Tr S&p Global 100 Index Etf (IOO) 0.1 $1.4M 18k 80.52
 View chart
Ishares Mbs Bond Etf Etf (MBB) 0.1 $1.4M +3% 15k 94.08
 View chart
Ishares Russell Top 200 Value Etf Etf (IWX) 0.1 $1.4M -3% 20k 70.17
 View chart
Nvidia Corporation Stock (NVDA) 0.1 $1.4M +4% 2.8k 495.32
 View chart
Wisdomtree U.s. Midcap Dividend Fund Etf (DON) 0.1 $1.4M -19% 30k 45.69
 View chart
Ishares 1-3 Yr Credit Bond Etf Etf (IGSB) 0.1 $1.3M +83% 25k 51.28
 View chart
Dimensional U.s. Equity Etf Etf (DFUS) 0.1 $1.1M 22k 51.83
 View chart
Vanguard Short Term Bond Etf (BSV) 0.1 $1.1M +9% 15k 77.02
 View chart
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) 0.1 $1.1M +3% 30k 38.01
 View chart
First Trust Value Line Dividend Index Fund Etf (FVD) 0.1 $1.1M -5% 27k 40.56
 View chart
Eli Lilly & Co Stock (LLY) 0.1 $1.1M +99% 1.9k 582.97
 View chart
Pepsico Stock (PEP) 0.1 $1.1M 6.5k 169.86
 View chart
Ishares Esg Screened S&p Mid-cap Etf Etf (XJH) 0.1 $1.1M NEW 29k 37.73
 View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.1 $1.1M -6% 11k 95.20
 View chart
Pfizer Stock (PFE) 0.1 $1.0M 36k 28.79
 View chart
Ishares S&p Global Energy Etf (IXC) 0.1 $1.0M NEW 27k 39.11
 View chart
Consumer Staples Select Sector Spdr Etf (XLP) 0.1 $1.0M +2% 15k 72.03
 View chart
Delta Air Lines Inc Del Cmn Stock (DAL) 0.1 $1.0M +6% 25k 40.23
 View chart
Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $1.0M 6.1k 165.25
 View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.1 $1.0M +473% 18k 55.41
 View chart
Sherwin Williams Stock (SHW) 0.1 $988k 3.2k 311.90
 View chart
Analog Devices Stock (ADI) 0.1 $984k -12% 5.0k 198.60
 View chart
Ishares U.s. Infrastructure Etf Etf (IFRA) 0.1 $932k +14% 23k 40.27
 View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO) 0.1 $931k +328% 18k 50.47
 View chart
Vanguard Ftse All-world Ex-us Etf (VEU) 0.1 $915k +2% 16k 56.14
 View chart
Metlife Stock (MET) 0.1 $913k 14k 66.13
 View chart
Magna Intl Inc Cl A Stock (MGA) 0.1 $851k -21% 14k 59.08
 View chart
Jpmorgan U.s. Quality Factor Etf Etf (JQUA) 0.1 $843k -3% 18k 47.86
 View chart
Intl Business Machines Stock (IBM) 0.1 $841k -2% 5.1k 163.58
 View chart
Comcast Corp New Cl A Stock (CMCSA) 0.1 $839k -18% 19k 43.85
 View chart
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES) 0.1 $798k -4% 25k 32.17
 View chart
Rtx Corporation Stock (RTX) 0.1 $783k 9.3k 84.15
 View chart
Eastern Bankshares Stock (EBC) 0.1 $777k +283% 55k 14.20
 View chart
Abbvie Stock (ABBV) 0.1 $777k +16% 5.0k 154.98
 View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.1 $764k -50% 9.8k 78.04
 View chart
Mcdonalds Corp Stock (MCD) 0.1 $762k 2.6k 296.61
 View chart
Vanguard Small Cap Etf Etf (VB) 0.1 $761k -18% 3.6k 213.37
 View chart
Lowes Cos Stock (LOW) 0.1 $757k 3.4k 222.60
 View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.1 $749k 16k 46.07
 View chart
Cisco Sys Stock (CSCO) 0.1 $746k -10% 15k 50.52
 View chart
Chevron Corp Stock (CVX) 0.1 $738k +24% 4.9k 149.18
 View chart
Ishares Core S&p Mid Cap Etf Etf (IJH) 0.1 $726k -56% 2.6k 277.21
 View chart
Unitedhealth Group Stock (UNH) 0.1 $715k 1.4k 526.82
 View chart
Immunogen Stock 0.1 $715k NEW 24k 29.65
 View chart
Bank America Corp Stock (BAC) 0.1 $699k 21k 33.67
 View chart
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV) 0.0 $680k -6% 7.7k 88.50
 View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.0 $651k 12k 54.98
 View chart
Merck & Co Stock (MRK) 0.0 $637k +15% 5.8k 109.02
 View chart
Meta Platforms Inc Cl A Stock (META) 0.0 $636k +21% 1.8k 354.07
 View chart
Mastercard Stock (MA) 0.0 $631k +3% 1.5k 426.68
 View chart
Vanguard S&p 500 Etf Etf (VOO) 0.0 $630k 1.4k 436.99
 View chart
Abbott Labs Stock (ABT) 0.0 $623k 5.7k 110.09
 View chart
Vanguard Total International Bond Etf Etf (BNDX) 0.0 $618k +12% 13k 49.37
 View chart
Nextera Energy Stock (NEE) 0.0 $612k -3% 10k 60.74
 View chart
Ishares Russell 2000 Value Etf (IWN) 0.0 $602k 3.9k 155.35
 View chart
Iq Hedge Multi-strategy Tracker Etf Etf (QAI) 0.0 $588k 20k 30.10
 View chart
Amgen Stock (AMGN) 0.0 $571k 2.0k 288.11
 View chart
S & P Mid Cap 400 Dep Rcpts Mid Cap Etf (MDY) 0.0 $555k 1.1k 507.77
 View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.0 $543k 1.00 542625.00
 View chart
Travelers Companies Stock (TRV) 0.0 $533k +424% 2.8k 190.51
 View chart
Lockheed Martin Corp Stock (LMT) 0.0 $530k -31% 1.2k 453.46
 View chart
Dimensional Us Marketwide Value Etf Etf (DFUV) 0.0 $527k 14k 37.22
 View chart
Visa Stock (V) 0.0 $524k +4% 2.0k 260.42
 View chart
Rockwell Automation Stock (ROK) 0.0 $520k +6% 1.7k 310.55
 View chart
Disney Walt Stock (DIS) 0.0 $512k -5% 5.7k 90.29
 View chart
Vanguard Total Stock Market Etf Etf (VTI) 0.0 $512k +10% 2.2k 237.29
 View chart
Verizon Communications Stock (VZ) 0.0 $508k 14k 37.70
 View chart
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.0 $501k -19% 20k 24.48
 View chart
Ishares Russell 2000 Etf Etf (IWM) 0.0 $496k +2% 2.5k 200.74
 View chart
Fmc Corp Stock (FMC) 0.0 $490k 7.8k 63.05
 View chart
American Express Stock (AXP) 0.0 $482k 2.6k 187.40
 View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT) 0.0 $471k +9% 9.0k 52.33
 View chart
Dell Technologies Inc Cl C Stock (DELL) 0.0 $471k +265% 6.2k 76.51
 View chart
Ishares Morningstar Large Growth Etf Etf (ILCG) 0.0 $460k +16% 6.8k 67.83
 View chart
Financial Select Sector Spdr Etf (XLF) 0.0 $457k 12k 37.60
 View chart
Automatic Data Processing Stock (ADP) 0.0 $450k +5% 1.9k 233.04
 View chart
Norfolk Southern Crp Stock (NSC) 0.0 $449k +23% 1.9k 236.43
 View chart
Dimensional U.s. Small Cap Etf Etf (DFAS) 0.0 $439k 7.4k 59.63
 View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB) 0.0 $438k +5% 4.9k 89.06
 View chart
Avago Technologies Stock (AVGO) 0.0 $433k +10% 387.00 1118.92
 View chart
Vanguard Russell2000 Index Fd Etf Etf (VTWO) 0.0 $421k +3% 5.2k 81.11
 View chart
Tesla Motors Stock (TSLA) 0.0 $412k -4% 1.7k 248.59
 View chart
Ishares 20 Yr Treasury Etf Etf (TLT) 0.0 $404k +13% 4.1k 98.89
 View chart
Public Svc Enterprise Grp Stock (PEG) 0.0 $396k 6.5k 61.15
 View chart
Honeywell Intl Stock (HON) 0.0 $375k +12% 1.8k 209.77
 View chart
Eversource Energy Stock (ES) 0.0 $374k 6.1k 61.72
 View chart
Intel Corp Stock (INTC) 0.0 $362k +2% 7.2k 50.26
 View chart
Cvs Health Corp Stock (CVS) 0.0 $360k -33% 4.6k 78.97
 View chart
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.0 $357k 7.1k 50.23
 View chart
Caterpillar Stock (CAT) 0.0 $355k +36% 1.2k 295.85
 View chart
Cigna Corp Stock (CI) 0.0 $354k -40% 1.2k 299.46
 View chart
Nike Inc Class B Stock (NKE) 0.0 $343k 3.2k 108.60
 View chart
Costco Wholesale Corp Stock (COST) 0.0 $342k 517.00 661.04
 View chart
Ishares Core Msci Emerging Mkts Etf (IEMG) 0.0 $341k 6.7k 50.58
 View chart
Vanguard Ftse All World Ex-us Etf Etf (VSS) 0.0 $339k +9% 2.9k 115.05
 View chart
General Dynamics Corp Stock (GD) 0.0 $324k -39% 1.2k 259.72
 View chart
Ishares Inc Msci Emuindex Etf (EZU) 0.0 $315k -11% 6.6k 47.44
 View chart
Blackstone Stock (BX) 0.0 $306k 2.3k 130.97
 View chart
At&t Stock (T) 0.0 $297k -22% 18k 16.78
 View chart
Waste Management Stock (WM) 0.0 $287k 1.6k 179.15
 View chart
Granite Real Estate Inc Com Npv Isin #ca3874311093 Sedol #b89vgb2 Stock (GRP.U) 0.0 $285k -22% 4.9k 57.71
 View chart
Qualcomm Stock (QCOM) 0.0 $271k 1.9k 144.68
 View chart
iShares Intermediate Government/Credit Bond ETF Etf (GVI) 0.0 $271k 2.6k 104.79
 View chart
Harborone Bancorp Stock (HONE) 0.0 $271k 23k 11.98
 View chart
Ishares Trs&p Short Term Natl Municipal Bd Etf (SUB) 0.0 $270k -31% 2.6k 105.47
 View chart
Ppg Inds Stock (PPG) 0.0 $269k -6% 1.8k 149.58
 View chart
Nuveen Esg Mid-cap Value Etf Etf (NUMV) 0.0 $269k -65% 8.5k 31.54
 View chart
Coca Cola Stock (KO) 0.0 $269k +6% 4.6k 58.93
 View chart
Conocophillips Stock (COP) 0.0 $265k +5% 2.3k 116.09
 View chart
Illinois Tool Wks Stock (ITW) 0.0 $264k 1.0k 262.13
 View chart
Nbt Bancorp Stock (NBTB) 0.0 $250k 6.0k 41.91
 View chart
Biogen Idec Stock (BIIB) 0.0 $250k -2% 964.00 258.99
 View chart
Ishares Msci Japan Etf Etf (EWJ) 0.0 $246k 3.8k 64.15
 View chart
Ishares S&p 500 Value Etf Etf (IVE) 0.0 $242k 1.4k 173.93
 View chart
General Mls Stock (GIS) 0.0 $234k 3.6k 65.15
 View chart
Starbucks Corp Stock (SBUX) 0.0 $229k -8% 2.4k 96.03
 View chart
Church & Dwight Stock (CHD) 0.0 $223k 2.4k 94.57
 View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.0 $219k +32% 856.00 255.38
 View chart
Ishares Gold Trust Etf Etf (IAU) 0.0 $218k 5.6k 39.04
 View chart
Morgan Stanley Stock (MS) 0.0 $217k 2.3k 93.26
 View chart
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) 0.0 $217k 2.8k 77.38
 View chart
Consolidated Edison Stock (ED) 0.0 $214k 2.4k 90.99
 View chart
Colgate Palmolive Stock (CL) 0.0 $213k 2.7k 79.72
 View chart
Texas Instrs Stock (TXN) 0.0 $211k 1.2k 170.46
 View chart
Aercap Holdings Nv Stock (AER) 0.0 $205k -57% 2.8k 74.32
 View chart
Super Micro Computer Stock (SMCI) 0.0 $202k -12% 710.00 284.26
 View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.0 $198k 2.2k 91.43
 View chart
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.0 $195k +54% 4.1k 47.91
 View chart
Southern Stock (SO) 0.0 $194k 2.8k 70.12
 View chart
Danaher Corp Stock (DHR) 0.0 $193k +14% 835.00 231.46
 View chart
Brookline Bancorp Inc Cmn Stock (BRKL) 0.0 $192k 18k 10.91
 View chart
United Parcel Service Stock (UPS) 0.0 $191k 1.2k 157.29
 View chart
Independent Bank Corp Ma Stock (INDB) 0.0 $184k 2.8k 65.83
 View chart
Alps Trust Etf Alerian M Etf (AMLP) 0.0 $182k +15% 4.3k 42.53
 View chart
Duke Energy Corp Stock (DUK) 0.0 $182k +3% 1.9k 97.05
 View chart
Idexx Labs Stock (IDXX) 0.0 $179k +4% 322.00 555.05
 View chart
Energy Select Sector Spdr Etf (XLE) 0.0 $172k +3% 2.1k 83.84
 View chart
Marathon Pete Corp Stock (MPC) 0.0 $170k +504% 1.1k 148.48
 View chart
Yum! Brands Stock (YUM) 0.0 $169k 1.3k 130.74
 View chart
Hubspot Stock (HUBS) 0.0 $168k NEW 289.00 580.54
 View chart
Paychex Stock (PAYX) 0.0 $167k 1.4k 119.14
 View chart
Crocs Stock (CROX) 0.0 $166k 1.8k 93.41
 View chart
Vanguard Financials Etf Etf (VFH) 0.0 $164k 1.8k 92.30
 View chart
American Elec Pwr Stock (AEP) 0.0 $163k -2% 2.0k 81.23
 View chart
Sempra Energy Stock (SRE) 0.0 $163k 2.2k 74.75
 View chart
International Flavors&fragranc Stock (IFF) 0.0 $162k NEW 2.0k 80.97
 View chart
General Electric Stock (GE) 0.0 $162k +37% 1.3k 127.72
 View chart
Materials Select Sector Spdr Etf (XLB) 0.0 $160k 1.9k 85.58
 View chart
Nuveen Esg International Developed Markets Equity Etf Etf (NUDM) 0.0 $157k +3% 5.3k 29.42
 View chart
Adobe Sys Stock (ADBE) 0.0 $157k +4% 263.00 597.17
 View chart
Fiserv Stock (FI) 0.0 $157k 1.2k 132.84
 View chart
Spdr Dow Jones Industrial Etf Etf (DIA) 0.0 $154k +64% 409.00 377.18
 View chart
Ameriprise Financial Stock (AMP) 0.0 $153k 403.00 380.68
 View chart
Thermo Fisher Scientific Stock (TMO) 0.0 $153k -4% 287.00 531.22
 View chart
Community Bk Sys Stock (CBU) 0.0 $151k 2.9k 52.13
 View chart
Gen Digital Stock (GEN) 0.0 $150k 6.6k 22.82
 View chart
Deere & Co Stock (DE) 0.0 $148k 369.00 400.72
 View chart
Phillips 66 Stock (PSX) 0.0 $148k +96% 1.1k 133.17
 View chart
Target Corp Stock (TGT) 0.0 $146k +10% 1.0k 142.52
 View chart
Paypal Hldgs Stock (PYPL) 0.0 $145k -29% 2.4k 61.41
 View chart
Diageo Adr (DEO) 0.0 $144k 988.00 145.67
 View chart
Goldman Sachs Group Stock (GS) 0.0 $144k 372.00 385.86
 View chart
Marriott Intl Stock (MAR) 0.0 $143k +146% 635.00 225.57
 View chart
M & T Bk Corp Stock (MTB) 0.0 $143k +25% 1.0k 137.10
 View chart
Global Payments Stock (GPN) 0.0 $143k 1.1k 127.02
 View chart
Technology Select Sector Spdr Etf (XLK) 0.0 $142k 735.00 192.63
 View chart
Ishares Iboxx Corporate Bond Etf Etf (LQD) 0.0 $141k +83% 1.3k 110.70
 View chart
Nuveen Esg Mid-cap Growth Etf Etf (NUMG) 0.0 $140k -79% 3.3k 42.34
 View chart
Vanguard Mid Cap Growth Etf Etf (VOT) 0.0 $138k 629.00 219.87
 View chart
Emerson Elec Stock (EMR) 0.0 $137k 1.4k 97.34
 View chart
Tjx Cos Stock (TJX) 0.0 $137k 1.5k 93.87
 View chart
Pnc Finl Svcs Group Stock (PNC) 0.0 $136k +5% 878.00 154.92
 View chart
State Str Corp Stock (STT) 0.0 $132k 1.7k 77.50
 View chart
Air Prods & Chems Stock (APD) 0.0 $131k 476.00 274.07
 View chart
Ishares Core S&p Us Value Etf Etf (IUSV) 0.0 $129k 1.5k 84.37
 View chart

Past Filings by Baystate Wealth Management

SEC 13F filings are viewable for Baystate Wealth Management going back to 2012

View all past filings