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Baystate Wealth Management

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

Top 5 stock holdings are IWY, SPDW, PRF, IVV, AGG, and represent 35.50% of Baystate Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AGG (+$14M), SPDW, VWO, VTV, PRF, OMFL, SPLG, ICSH, IWR, EAGG.
Started 330 new stock positions in WSM, NRO, IIM, HIG, FND, PBA, FMDE, NATL, BBN, USFD.
Reduced shares in these 10 stocks: SPSB (-$5.4M), EFG, BNDW, IWY, IJH, IEFA, USMV, IWF, NUMG, NUMV.
Sold out of its positions in Activision Blizzard, AGR, Canopy Gro, ECON, HJEN, DOCU, ETSY, EVBG, FRPH, FCOR.
Baystate Wealth Management was a net buyer of stock by $38M.
Baystate Wealth Management has $1.4B in assets under management (AUM), dropping by 12.30%.
Central Index Key (CIK): 0001546408

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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.

Sign up to view all of the Baystate Wealth Management Dec. 31, 2023 positions
Download the Baystate Wealth Management December 2023 csv data

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

Baystate Wealth Management 2023 Q4 filed Jan. 29, 2024
Baystate Wealth Management 2023 Q3 filed Oct. 26, 2023
Baystate Wealth Management 2023 Q2 restated filed Sept. 21, 2023
Baystate Wealth Management 2023 Q2 filed Aug. 2, 2023
Baystate Wealth Management 2023 Q1 filed April 25, 2023
Baystate Wealth Management 2022 Q4 filed Jan. 13, 2023
Baystate Wealth Management 2022 Q3 filed Nov. 14, 2022
Baystate Wealth Management 2022 Q2 filed Aug. 2, 2022
Baystate Wealth Management 2022 Q1 filed April 19, 2022
Baystate Wealth Management 2021 Q4 filed Jan. 21, 2022
Baystate Wealth Management 2021 Q3 filed Nov. 5, 2021
Baystate Wealth Management 2021 Q2 filed July 26, 2021
Baystate Wealth Management 2021 Q1 filed April 21, 2021
Baystate Wealth Management 2020 Q4 filed Jan. 15, 2021
Baystate Wealth Management 2020 Q3 filed Oct. 14, 2020
Baystate Wealth Management 2020 Q2 filed July 28, 2020

View all past filings

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