Baystate Wealth Management

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

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

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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.

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

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

View all past filings