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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 PRF, IWY, SPDW, IVV, VTV, and represent 34.46% of Baystate Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VIOO (+$20M), SPDW (+$12M), AGG (+$5.9M), VTV, PRF, QUAL, IWY, IWR, IVV, ICSH.
Started 120 new stock positions in HLN, SAP, EL, Enliven Therapeutics, HEXO, AA, ALC, TAN, FCPT, TEVA.
Reduced shares in these 10 stocks: GWX (-$13M), EEM, EEMV, IWD, SCZ, BND, BNDW, ESGU, SHYG, JPST.
Sold out of its positions in Altra Holdings, America Movil Sab De Cv spon adr l, AHT, AINC, OIL, BIO, LCTU, BTI, CNQ, CHWY.
Baystate Wealth Management was a net buyer of stock by $23M.
Baystate Wealth Management has $1.1B in assets under management (AUM), dropping by 5.19%.
Central Index Key (CIK): 0001546408

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Portfolio Holdings for Baystate Wealth Management

Baystate Wealth Management holds 1038 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Baystate Wealth Management has 1038 total positions. Only the first 250 positions are shown.

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Download the Baystate Wealth Management March 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)	8.3	$95M	+3%	606k	156.78	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	8.1	$93M	+2%	670k	138.93	View chart
Spdr S&p World Ex-us Etf (SPDW)	6.5	$75M	+19%	2.3M	32.12	View chart
Ishares S&p 500 Index Etf (IVV)	6.5	$74M	+3%	181k	411.08	View chart
Vanguard Value Etf Etf (VTV)	5.1	$59M	+7%	428k	138.11	View chart
Blackrock Ultra Short-term Bond Etf Etf (ICSH)	5.1	$59M	+3%	1.2M	50.25	View chart
Ishares Tr Russell Midcap Index Etf (IWR)	4.5	$51M	+4%	736k	69.92	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	4.3	$50M		741k	66.85	View chart
Ishares Aggregate Bond Etf Etf (AGG)	3.8	$44M	+15%	437k	99.64	View chart
Spdr Barclays Capital Short Term Corp Bd Etf (SPSB)	3.8	$43M	+3%	1.5M	29.63	View chart
Vanguard S&p Small-cap 600 Etf Etf (VIOO)	3.3	$38M	+110%	431k	88.79	View chart
Vanguard Total Bond Market Etf Etf (BND)	3.2	$37M	-4%	506k	73.83	View chart
Ishares Msci Usa Value Factor Etf Etf (VLUE)	3.1	$36M	+4%	389k	92.59	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	3.0	$34M	+6%	852k	40.40	View chart
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Stryker Corp Stock (SYK)	1.9	$22M		76k	285.47	View chart
Hartford Multifactor Developed Markets Ex-us Etf Etf (RODM)	1.9	$21M		808k	26.33	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	1.8	$21M	-10%	527k	39.46	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	1.7	$20M	+18%	162k	124.07	View chart
Spdr Index Shs Fds S&p Intl Small Cap Etf Etf (GWX)	1.0	$12M	-52%	375k	30.97	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	1.0	$12M	-2%	240k	48.15	View chart
Ishares Inc Msci Emuindex Etf (EZU)	0.9	$11M		241k	45.08	View chart
Apple Stock (AAPL)	0.9	$11M	-8%	64k	164.90	View chart
Vanguard Mid Cap Etf (VO)	0.7	$8.4M	-13%	40k	210.92	View chart
Ishares Amt-free Muni Bond Etf Etf (MUB)	0.7	$7.8M	-4%	72k	107.74	View chart
Ishares 1-3 Yr Treasury Bond Etf Etf (SHY)	0.7	$7.6M	+3%	92k	82.16	View chart
Ishares Msci Eafe Small Cap Etf Etf (SCZ)	0.5	$5.8M	-25%	97k	59.51	View chart
Ishares Tr Kld 400 Social Index Etf (DSI)	0.4	$5.2M	-5%	66k	77.99	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.4	$5.1M	-2%	71k	71.84	View chart
Microsoft Stock (MSFT)	0.4	$4.6M	-8%	16k	288.31	View chart
Johnson & Johnson Stock (JNJ)	0.4	$4.3M		28k	155.00	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.4	$4.1M	+12%	17k	244.34	View chart
Vanguard Growth Etf Etf (VUG)	0.3	$4.0M	+29%	16k	249.45	View chart
Ufp Technologies Stock (UFPT)	0.3	$4.0M		31k	129.84	View chart
Vanguard Total World Bond Etf Etf (BNDW)	0.3	$3.4M	-35%	50k	68.98	View chart
Spdr Barclays Capital Long Term Treasuries Etf (SPTL)	0.3	$3.3M	+138%	107k	30.88	View chart
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX)	0.3	$3.2M	-6%	58k	54.92	View chart
Ishares Msci Acwi Ex Us Etf (ACWX)	0.3	$3.2M	-15%	65k	48.77	View chart
Ishares Msci Eafe Growth Index Etf Etf (EFG)	0.3	$3.1M	+100%	34k	93.68	View chart
Nuveen Esg Large-cap Value Etf Etf (NULV)	0.3	$3.0M		88k	34.07	View chart
Wisdomtree Tr Intl Largecap Divid Etf (DOL)	0.3	$3.0M	+12%	64k	46.70	View chart
Endava Plc Ads Adr (DAVA)	0.2	$2.7M		40k	67.18	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.2	$2.6M	-6%	51k	50.79	View chart
Vanguard Large Cap Etf (VV)	0.2	$2.5M	-31%	14k	186.82	View chart
Spdr Ser Tr Lehman Inter Term Treas Etf Etf (SPTI)	0.2	$2.5M	+35%	87k	28.94	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$2.5M	-3%	23k	109.66	View chart
Ishares Dj Us Technology Etf (IYW)	0.2	$2.4M	+39%	26k	92.81	View chart
Spdr S&p 500 Etf Etf (SPY)	0.2	$2.4M	+9%	5.8k	409.42	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.2	$2.3M	-17%	48k	48.53	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$2.2M	+7%	15k	154.01	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.2	$2.2M	-24%	11k	204.51	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.2	$2.2M	+7%	30k	73.16	View chart
Spdr Ser Tr S&p Divid Etf Etf (SDY)	0.2	$2.1M		17k	123.72	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$2.0M	-12%	6.6k	308.77	View chart
Fmc Corp Stock (FMC)	0.2	$2.0M		17k	122.14	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	0.2	$1.9M		20k	96.70	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.2	$1.9M		12k	158.77	View chart
Salesforce Stock (CRM)	0.2	$1.9M	+28%	9.3k	199.79	View chart
Walmart Stock (WMT)	0.2	$1.8M		12k	147.46	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.2	$1.7M	-48%	19k	90.45	View chart
Powershares Qqq Tr Etf (QQQ)	0.1	$1.7M	+3%	5.3k	320.94	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$1.6M	+64%	22k	72.74	View chart
American Tower Corp Reit (AMT)	0.1	$1.6M	-3%	7.9k	204.34	View chart
Procter And Gamble Stock (PG)	0.1	$1.6M		11k	148.70	View chart
Union Pac Corp Stock (UNP)	0.1	$1.6M	-6%	7.8k	201.27	View chart
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)	0.1	$1.6M		38k	40.98	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.1	$1.5M	-3%	49k	31.48	View chart
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)	0.1	$1.5M	-2%	32k	48.06	View chart
Pfizer Stock (PFE)	0.1	$1.5M	+2%	37k	40.80	View chart
Oracle Corporation Stock (ORCL)	0.1	$1.5M	+19%	16k	92.92	View chart
Jpmorgan U.s. Value Factor Etf Etf (JVAL)	0.1	$1.5M	-34%	43k	34.06	View chart
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)	0.1	$1.4M	-4%	40k	33.99	View chart
Ishares Russell Midcap Growth Etf Etf (IWP)	0.1	$1.3M	+21%	14k	91.06	View chart
Ishares Mbs Bond Etf Etf (MBB)	0.1	$1.3M	+10%	13k	94.74	View chart
Consumer Staples Select Sector Spdr Etf (XLP)	0.1	$1.3M	-3%	17k	74.71	View chart
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV)	0.1	$1.2M	-11%	16k	80.76	View chart
Home Depot Stock (HD)	0.1	$1.2M	-6%	4.2k	295.17	View chart
Ishares Tr S&p Global 100 Index Etf (IOO)	0.1	$1.2M		18k	70.06	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.1	$1.2M		29k	40.16	View chart
Ishares Russell Top 200 Value Etf Etf (IWX)	0.1	$1.2M	-39%	18k	65.10	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.1	$1.2M		13k	91.24	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$1.1M	-9%	8.7k	130.31	View chart
Amazon.com Stock (AMZN)	0.1	$1.1M	-48%	11k	103.30	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$1.1M	-31%	15k	71.52	View chart
S & P Mid Cap 400 Dep Rcpts Mid Cap Etf (MDY)	0.1	$1.1M		2.4k	458.58	View chart
Nuveen Esg Mid-cap Value Etf Etf (NUMV)	0.1	$1.1M		38k	28.70	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$1.0M	-3%	9.9k	104.00	View chart
Pepsico Stock (PEP)	0.1	$1.0M		5.6k	182.33	View chart
Magna Intl Inc Cl A Stock (MGA)	0.1	$987k		18k	53.57	View chart
Community Bk Sys Stock (CBU)	0.1	$974k		19k	52.49	View chart
Nuveen Esg Mid-cap Growth Etf Etf (NUMG)	0.1	$963k		25k	38.23	View chart
Google Stock (GOOGL)	0.1	$868k	-22%	8.4k	103.73	View chart
Nvidia Corporation Stock (NVDA)	0.1	$866k	-43%	3.1k	277.77	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$863k	-70%	5.7k	152.28	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$849k	+8%	22k	37.91	View chart
Iq Hedge Multi-strategy Tracker Etf Etf (QAI)	0.1	$840k	-51%	29k	29.21	View chart
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB)	0.1	$830k		35k	24.06	View chart
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES)	0.1	$826k	+3%	29k	28.56	View chart
Vanguard Short Term Bond Etf (BSV)	0.1	$821k	+590%	11k	76.50	View chart
Raytheon Technologies Corp Stock (RTX)	0.1	$820k	-7%	8.4k	97.93	View chart
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)	0.1	$813k	-33%	20k	41.23	View chart
Vanguard Ftse All-world Ex-us Etf (VEU)	0.1	$802k	-30%	15k	53.47	View chart
Nextera Energy Stock (NEE)	0.1	$797k		10k	77.09	View chart
Vanguard European Etf (VGK)	0.1	$786k	-34%	13k	60.95	View chart
Metlife Stock (MET)	0.1	$777k		13k	57.94	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$752k	-2%	1.6k	472.74	View chart
Intl Business Machines Stock (IBM)	0.1	$752k		5.7k	131.09	View chart
Cisco Sys Stock (CSCO)	0.1	$731k		14k	52.28	View chart
Sherwin Williams Stock (SHW)	0.1	$718k		3.2k	224.83	View chart
Illumina Stock (ILMN)	0.1	$698k	+19%	3.0k	232.55	View chart
Abbvie Stock (ABBV)	0.1	$694k	+3%	4.4k	159.38	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.1	$693k	-9%	15k	46.15	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.1	$689k	-17%	14k	48.92	View chart
Ishares 1-3 Yr Credit Bond Etf Etf (IGSB)	0.1	$682k	-4%	14k	50.54	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$658k	+10%	3.2k	204.11	View chart
Unitedhealth Group Stock (UNH)	0.1	$638k	+4%	1.3k	472.66	View chart
Vanguard Small Cap Etf Etf (VB)	0.1	$637k	-51%	3.4k	189.60	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$636k	+2%	3.6k	178.41	View chart
Lowes Cos Stock (LOW)	0.1	$619k		3.1k	200.01	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$606k	+9%	11k	54.60	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	0.1	$597k	+12%	16k	37.32	View chart
Bank America Corp Stock (BAC)	0.1	$588k	-6%	21k	28.60	View chart
Delta Air Lines Inc Del Cmn Stock (DAL)	0.1	$584k	-14%	17k	34.92	View chart
Merck & Co Stock (MRK)	0.1	$577k	+7%	5.4k	106.40	View chart
Mcdonalds Corp Stock (MCD)	0.0	$573k		2.0k	279.62	View chart
Analog Devices Stock (ADI)	0.0	$564k	-11%	2.9k	197.23	View chart
Abbott Labs Stock (ABT)	0.0	$552k		5.4k	101.28	View chart
Ishares Russell 2000 Value Etf (IWN)	0.0	$549k		4.0k	137.02	View chart
Verizon Communications Stock (VZ)	0.0	$547k		14k	38.89	View chart
Disney Walt Stock (DIS)	0.0	$526k	-12%	5.3k	100.14	View chart
Financial Select Sector Spdr Etf (XLF)	0.0	$494k		15k	32.15	View chart
At&t Stock (T)	0.0	$482k		25k	19.25	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$474k	+371%	5.2k	90.55	View chart
Cigna Corp Stock (CI)	0.0	$471k		1.8k	255.64	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.0	$466k		1.00	465600.00	View chart
Rockwell Automation Stock (ROK)	0.0	$462k	+2%	1.6k	293.62	View chart
Amgen Stock (AMGN)	0.0	$452k		1.9k	241.86	View chart
General Dynamics Corp Stock (GD)	0.0	$449k	-12%	2.0k	228.21	View chart
Granite Real Estate Inc Com Npv Isin Ca3874311093 Sedol B89vgb2 Stock (GRP.U)	0.0	$448k		7.2k	61.97	View chart
Chevron Corp Stock (CVX)	0.0	$445k	+7%	2.7k	163.17	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.0	$408k	-36%	4.4k	91.84	View chart
Eversource Energy Stock (ES)	0.0	$402k		5.1k	78.27	View chart
Nike Inc Class B Stock (NKE)	0.0	$398k		3.2k	122.67	View chart
Cvs Health Corp Stock (CVS)	0.0	$397k		5.3k	74.32	View chart
Ishares Core Msci Emerging Mkts Etf (IEMG)	0.0	$381k	+120%	7.8k	48.79	View chart
Ishares Trs&p Short Term Natl Municipal Bd Etf (SUB)	0.0	$374k	-64%	3.6k	104.69	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	0.0	$366k	-44%	1.5k	250.23	View chart
Aercap Holdings Nv Stock (AER)	0.0	$363k	+5%	6.5k	56.23	View chart
Vanguard Russell2000 Index Fd Etf Etf (VTWO)	0.0	$359k		5.0k	72.09	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.0	$351k	+1492%	4.1k	86.28	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.0	$344k	-81%	6.8k	50.32	View chart
Mastercard Stock (MA)	0.0	$330k		907.00	363.51	View chart
Automatic Data Processing Stock (ADP)	0.0	$317k		1.4k	222.73	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$317k		841.00	376.47	View chart
Ishares Morningstar Large Growth Etf Etf (ILCG)	0.0	$315k		5.7k	55.36	View chart
Blackstone Stock (BX)	0.0	$308k		3.5k	87.85	View chart
Eog Resources Stock (EOG)	0.0	$306k	-11%	2.7k	114.65	View chart
Livent Corp Stock (LTHM)	0.0	$304k		14k	21.72	View chart
General Mls Stock (GIS)	0.0	$301k	+4%	3.5k	85.47	View chart
Starbucks Corp Stock (SBUX)	0.0	$301k	+8%	2.9k	104.15	View chart
Intel Corp Stock (INTC)	0.0	$300k	+62%	9.2k	32.67	View chart
Vanguard Ftse All World Ex-us Etf Etf (VSS)	0.0	$286k		2.6k	109.25	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$278k	-2%	4.3k	65.18	View chart
Biogen Idec Stock (BIIB)	0.0	$274k		983.00	278.26	View chart
Harborone Bancorp Stock (HONE)	0.0	$270k		22k	12.20	View chart
iShares Intermediate Government/Credit Bond ETF Etf (GVI)	0.0	$265k	-11%	2.5k	104.52	View chart
Coca Cola Stock (KO)	0.0	$256k	+3%	4.1k	62.04	View chart
Visa Stock (V)	0.0	$256k	+2%	1.1k	225.52	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.0	$250k	+24%	11k	23.38	View chart
Costco Wholesale Corp Stock (COST)	0.0	$248k	+2%	499.00	497.27	View chart
Illinois Tool Wks Stock (ITW)	0.0	$248k	+3%	1.0k	243.57	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$245k	+2%	1.2k	212.03	View chart
Ppg Inds Stock (PPG)	0.0	$240k		1.8k	133.65	View chart
Honeywell Intl Stock (HON)	0.0	$235k	-20%	1.2k	191.21	View chart
Tesla Motors Stock (TSLA)	0.0	$234k		1.1k	207.46	View chart
Texas Instrs Stock (TXN)	0.0	$233k	+4%	1.3k	186.13	View chart
Crocs Stock (CROX)	0.0	$224k		1.8k	126.44	View chart
Southern Stock (SO)	0.0	$224k	+16%	3.2k	69.59	View chart
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)	0.0	$221k	+6%	2.9k	76.25	View chart
Cabot Corp Stock (CBT)	0.0	$220k		2.9k	76.65	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$219k	-24%	1.4k	151.83	View chart
Qualcomm Stock (QCOM)	0.0	$216k		1.7k	127.59	View chart
Conocophillips Stock (COP)	0.0	$216k	+4%	2.2k	99.24	View chart
Avago Technologies Stock (AVGO)	0.0	$209k		324.00	643.42	View chart
Ishares Msci Japan Etf Etf (EWJ)	0.0	$201k	-2%	3.4k	58.70	View chart
Kinder Morgan Stock (KMI)	0.0	$188k		11k	17.51	View chart
Vontier Corporation Stock (VNT)	0.0	$184k		6.7k	27.34	View chart
Ishares Gold Trust Etf Etf (IAU)	0.0	$183k		4.9k	37.37	View chart
Yum! Brands Stock (YUM)	0.0	$179k	+4%	1.4k	132.14	View chart
Independent Bank Corp Ma Stock (INDB)	0.0	$178k	-2%	2.7k	65.62	View chart
Eastern Bankshares Stock (EBC)	0.0	$177k		14k	12.62	View chart
Morgan Stanley Stock (MS)	0.0	$177k	+5%	2.0k	87.81	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.0	$172k	+31%	3.5k	49.34	View chart
Church & Dwight Stock (CHD)	0.0	$171k		1.9k	88.45	View chart
Energy Select Sector Spdr Etf (XLE)	0.0	$170k	-33%	2.1k	82.85	View chart
Wp Carey Reit (WPC)	0.0	$170k		2.2k	77.45	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.0	$169k	+259%	2.7k	61.96	View chart
Brookline Bancorp Inc Cmn Stock (BRKL)	0.0	$165k	-13%	16k	10.50	View chart
Sempra Energy Stock (SRE)	0.0	$165k	-5%	1.1k	151.29	View chart
Micron Technology Stock (MU)	0.0	$164k		2.7k	60.35	View chart
Lilly Eli & Co Stock (LLY)	0.0	$163k		474.00	343.43	View chart
Nrg Energy Stock (NRG)	0.0	$160k	+27%	4.7k	34.30	View chart
Paychex Stock (PAYX)	0.0	$159k		1.4k	114.65	View chart
Cardinal Health Stock (CAH)	0.0	$158k		2.1k	75.53	View chart
Cbs Corp Cl B Stock (PARA)	0.0	$158k		7.1k	22.31	View chart
Air Prods & Chems Stock (APD)	0.0	$157k	+2%	546.00	287.54	View chart
Deere & Co Stock (DE)	0.0	$151k	-3%	365.00	413.81	View chart
Diageo Adr (DEO)	0.0	$149k	+5%	824.00	181.23	View chart
Materials Select Sector Spdr Etf (XLB)	0.0	$148k		1.8k	80.70	View chart
Nuveen Esg International Developed Markets Equity Etf Etf (NUDM)	0.0	$146k		5.2k	28.12	View chart
Norfolk Southern Crp Stock (NSC)	0.0	$145k		683.00	212.22	View chart
Candel Therapeutics Stock (CADL)	0.0	$143k	NEW	106k	1.35	View chart
Vanguard Financials Etf Etf (VFH)	0.0	$138k		1.8k	77.92	View chart
Duke Energy Corp Stock (DUK)	0.0	$138k	+25%	1.4k	96.51	View chart
Alps Trust Etf Alerian M Etf (AMLP)	0.0	$137k		3.5k	38.65	View chart
Fiserv Stock (FISV)	0.0	$133k		1.2k	113.03	View chart
Market Vectors Etf Tr Jr Gold Miners Etf Etf (GDXJ)	0.0	$132k		3.3k	39.51	View chart
Corecivic Reit (CXW)	0.0	$132k		14k	9.20	View chart
Ishares Inc Msci Global Silver Miners Etf (SLVP)	0.0	$131k		11k	11.46	View chart
Colgate Palmolive Stock (CL)	0.0	$130k		1.7k	75.17	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$129k		963.00	134.27	View chart
Target Corp Stock (TGT)	0.0	$128k	+3%	772.00	165.78	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$127k		1.8k	69.72	View chart
Danaher Corp Stock (DHR)	0.0	$127k	+6%	505.00	252.18	View chart
Idexx Labs Stock (IDXX)	0.0	$125k	+3%	250.00	500.08	View chart
On Hldg Ag Namen Akt A Stock (ONON)	0.0	$124k		4.0k	31.03	View chart
Emerson Elec Stock (EMR)	0.0	$123k		1.4k	87.16	View chart
Vanguard Mid Cap Growth Etf Etf (VOT)	0.0	$121k		622.00	194.98	View chart
Clorox Co Del Stock (CLX)	0.0	$118k		743.00	158.26	View chart
Global Payments Stock (GPN)	0.0	$117k		1.1k	105.30	View chart
Ishares Tr Msci Acwiindex Etf (ACWI)	0.0	$115k	+30%	1.3k	91.18	View chart
Waste Management Stock (WM)	0.0	$113k		695.00	163.21	View chart
Tjx Cos Stock (TJX)	0.0	$113k	-8%	1.4k	78.38	View chart
Technology Select Sector Spdr Etf (XLK)	0.0	$113k	+2%	746.00	151.11	View chart
Gen Digital Stock (GEN)	0.0	$113k		6.6k	17.16	View chart
Spdr Ser Tr Dj Wilshire Small Cap Value Etf Etf (SLYV)	0.0	$113k		1.5k	76.21	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.0	$112k	+260%	1.5k	73.81	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$112k	-18%	3.2k	34.80	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$111k	-37%	1.7k	63.91	View chart
Fastenal Stock (FAST)	0.0	$111k		2.1k	53.94	View chart
Goldman Sachs Group Stock (GS)	0.0	$110k	-3%	337.00	327.44	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$109k		857.00	127.24	View chart
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ)	0.0	$108k		4.4k	24.53	View chart
Linde Stock	0.0	$107k	NEW	299.00	356.27	View chart
Alnylam Pharmaceuticals Stock (ALNY)	0.0	$106k		527.00	200.32	View chart
Vanguard High Dividend Yield Etf (VYM)	0.0	$105k		995.00	105.52	View chart
Vmware Inc Cl A Class A Stock (VMW)	0.0	$103k		828.00	124.85	View chart
United Parcel Service Stock (UPS)	0.0	$103k	-75%	528.00	194.34	View chart
Manulife Finl Corp Stock (MFC)	0.0	$102k	+20%	5.6k	18.36	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$101k	-4%	12k	8.45	View chart
Royal Gold Stock (RGLD)	0.0	$100k		771.00	129.72	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 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
Baystate Wealth Management 2020 Q1 filed April 22, 2020
Baystate Wealth Management 2019 Q4 filed Jan. 21, 2020
Baystate Wealth Management 2019 Q3 filed Oct. 30, 2019
Baystate Wealth Management 2019 Q2 filed July 2, 2019

View all past filings

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Baystate Wealth Management

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Portfolio Holdings for Baystate Wealth Management

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Past Filings by Baystate Wealth Management