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 983 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Baystate Wealth Management has 983 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Ftse Rafi Us 1000 Etf Etf (PRF) 8.3 $91M 584k 155.15
Ishares Russell Top 200 Growth Etf Etf (IWY) 7.2 $78M 651k 120.53
Ishares S&p 500 Index Etf (IVV) 6.2 $68M -2% 176k 384.21
Spdr S&p World Ex-us Etf (SPDW) 5.3 $58M -37% 1.9M 29.69
Blackrock Ultra Short-term Bond Etf Etf (ICSH) 5.2 $57M -19% 1.1M 50.04
Vanguard Value Etf Etf (VTV) 5.1 $56M +20% 399k 140.37
Ishares Tr Russell Midcap Index Etf (IWR) 4.3 $47M +2% 701k 67.45
Ishares Core Msci Eafe Etf Etf (IEFA) 4.2 $46M +627% 745k 61.64
Spdr Barclays Capital Short Term Corp Bd Etf (SPSB) 3.8 $41M -2% 1.4M 29.38
Vanguard Total Bond Market Etf Etf (BND) 3.5 $38M +62% 531k 71.84
Ishares Aggregate Bond Etf Etf (AGG) 3.4 $37M +13% 378k 96.99
Vanguard S&p Small-cap 600 Etf Etf (VIOO) 3.3 $36M NEW 205k 173.31
Ishares Msci Usa Value Factor Etf Etf (VLUE) 3.1 $34M 372k 91.14
Vanguard Ftse Emerging Markets Etf Etf (VWO) 2.9 $31M -32% 803k 38.98

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Spdr Index Shs Fds S&p Intl Small Cap Etf Etf (GWX) 2.1 $23M -17% 789k 29.41
Ishares Msci Emerging Markets Etf Etf (EEM) 2.0 $22M +556% 586k 37.90
Hartford Multifactor Developed Markets Ex-us Etf Etf (RODM) 1.8 $20M 800k 24.79
Stryker Corp Stock (SYK) 1.7 $19M 76k 244.49
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 1.4 $16M +6% 136k 113.96
Spdr Portfolio S&p 500 Etf Etf (SPLG) 1.0 $11M +66% 245k 44.98
Ishares Inc Msci Emuindex Etf (EZU) 0.9 $9.5M 240k 39.48
Vanguard Mid Cap Etf (VO) 0.9 $9.4M -7% 46k 203.81
Apple Stock (AAPL) 0.8 $9.0M -12% 70k 129.94
Ishares Amt-free Muni Bond Etf Etf (MUB) 0.7 $8.0M +64425% 76k 105.52
Ishares Msci Eafe Small Cap Etf Etf (SCZ) 0.7 $7.3M +659% 130k 56.48
Ishares 1-3 Yr Treasury Bond Etf Etf (SHY) 0.7 $7.3M +10% 89k 81.17
Vanguard Total World Bond Etf Etf (BNDW) 0.5 $5.1M +830% 76k 67.04
Ishares Tr Kld 400 Social Index Etf (DSI) 0.5 $5.0M +12% 70k 71.79
Johnson & Johnson Stock (JNJ) 0.5 $5.0M -3% 28k 176.67
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.4 $4.8M +12% 72k 65.74
Microsoft Stock (MSFT) 0.4 $4.2M 17k 239.80
Ufp Technologies Stock (UFPT) 0.3 $3.6M 31k 117.89
Ishares Msci Acwi Ex Us Etf (ACWX) 0.3 $3.5M +11% 77k 45.50
Vanguard Large Cap Etf (VV) 0.3 $3.5M +161% 20k 174.20
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX) 0.3 $3.3M +21% 62k 53.44
Ishares Russell 1000 Growth Etf Etf (IWF) 0.3 $3.2M +26% 15k 214.25
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.3 $3.2M -3% 38k 84.76
Endava Plc Ads Adr (DAVA) 0.3 $3.1M -11% 40k 76.50
Nuveen Esg Large-cap Value Etf Etf (NULV) 0.3 $3.0M +18% 88k 34.24
Ishares Russell 1000 Value Etf Etf (IWD) 0.3 $2.9M +87% 19k 151.66
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) 0.3 $2.8M NEW 55k 50.53
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV) 0.3 $2.7M -92% 18k 157.06
Ishares Msci Eafe Value Etf Etf (EFV) 0.2 $2.7M +37% 59k 45.88
Vanguard Growth Etf Etf (VUG) 0.2 $2.6M +26% 12k 213.08
Exxon Mobil Corp Stock (XOM) 0.2 $2.6M -8% 24k 110.29
Wisdomtree Tr Intl Largecap Divid Etf (DOL) 0.2 $2.5M -24% 57k 44.02
Vanguard Mega Cap Growth Etf Etf (MGK) 0.2 $2.4M +222% 14k 172.09
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.2 $2.3M 7.6k 308.86
Jpmorgan U.s. Value Factor Etf Etf (JVAL) 0.2 $2.2M +111% 66k 33.13
Spdr Ser Tr S&p Divid Etf Etf (SDY) 0.2 $2.1M -2% 17k 125.14
Schwab Us Dividend Equity Etf Etf (SCHD) 0.2 $2.1M +2% 28k 75.54
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV) 0.2 $2.1M +67% 40k 53.04
Vanguard Dividend Appreciation Etf Etf (VIG) 0.2 $2.1M -35% 14k 151.86
Fmc Corp Stock (FMC) 0.2 $2.0M 16k 124.80
Spdr S&p 500 Etf Etf (SPY) 0.2 $2.0M +4% 5.3k 382.46
Ishares Russell Top 200 Value Etf Etf (IWX) 0.2 $1.9M +63% 30k 64.98
Ishares S&p Smallcap 600 Etf Etf (IJR) 0.2 $1.9M +108% 20k 94.62
Vanguard Small Cap Value Etf Etf (VBR) 0.2 $1.9M -89% 12k 158.78
Pfizer Stock (PFE) 0.2 $1.8M 36k 51.24
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.2 $1.8M +812% 36k 50.14
Spdr Ser Tr Lehman Inter Term Treas Etf Etf (SPTI) 0.2 $1.8M +1490% 64k 28.25
Amazon.com Stock (AMZN) 0.2 $1.8M +6% 21k 83.98
Union Pac Corp Stock (UNP) 0.2 $1.7M 8.4k 207.10
American Tower Corp Reit (AMT) 0.2 $1.7M +22% 8.2k 211.87
Walmart Stock (WMT) 0.2 $1.7M 12k 141.78
Iq Hedge Multi-strategy Tracker Etf Etf (QAI) 0.2 $1.7M +57% 59k 28.46
Procter And Gamble Stock (PG) 0.1 $1.6M -13% 11k 151.58
Wisdomtree U.s. Midcap Dividend Fund Etf (DON) 0.1 $1.6M -43% 38k 41.13
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG) 0.1 $1.5M +26% 33k 46.74
Ishares Esg Aware Msci Em Etf Etf (ESGE) 0.1 $1.5M +23% 50k 30.07
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG) 0.1 $1.5M +23905% 37k 40.90
Ishares Msci Eafe Etf Etf (EFA) 0.1 $1.5M -14% 23k 65.64
Home Depot Stock (HD) 0.1 $1.4M -5% 4.5k 315.95
Ishares Msci Eafe Growth Index Etf Etf (EFG) 0.1 $1.4M +80% 17k 83.79
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) 0.1 $1.4M +11% 42k 32.89
Ishares Dj Us Technology Etf (IYW) 0.1 $1.4M +651% 19k 74.47
Powershares Qqq Tr Etf (QQQ) 0.1 $1.4M -3% 5.1k 266.22
Consumer Staples Select Sector Spdr Etf (XLP) 0.1 $1.3M -42% 17k 74.57
Spdr Barclays Capital Long Term Treasuries Etf (SPTL) 0.1 $1.3M -20% 45k 29.04
Jpmorgan Chase & Co Stock (JPM) 0.1 $1.3M +4% 9.7k 134.08
Vanguard Small Cap Etf Etf (VB) 0.1 $1.3M +5% 6.9k 183.54
First Trust Value Line Dividend Index Fund Etf (FVD) 0.1 $1.2M 29k 39.91
Community Bk Sys Stock (CBU) 0.1 $1.2M 18k 62.93
Jpmorgan U.s. Quality Factor Etf Etf (JQUA) 0.1 $1.2M +318% 30k 38.76
Nuveen Esg Mid-cap Value Etf Etf (NUMV) 0.1 $1.1M +14% 38k 29.74
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.1 $1.1M -34% 13k 89.99
Ishares Mbs Bond Etf Etf (MBB) 0.1 $1.1M +2097% 12k 92.74
Ishares Tr S&p Global 100 Index Etf (IOO) 0.1 $1.1M 18k 64.03
Oracle Corporation Stock (ORCL) 0.1 $1.1M -10% 13k 81.73
Vanguard European Etf (VGK) 0.1 $1.1M +232% 20k 55.42
Vanguard Ftse All-world Ex-us Etf (VEU) 0.1 $1.1M +156% 22k 50.16
Ishares S&p Smallcap 600 Value Etf Etf (IJS) 0.1 $1.1M +63% 12k 91.28
S & P Mid Cap 400 Dep Rcpts Mid Cap Etf (MDY) 0.1 $1.0M 2.4k 442.75
Ishares Trs&p Short Term Natl Municipal Bd Etf (SUB) 0.1 $1.0M +608% 10k 104.24
Magna Intl Inc Cl A Stock (MGA) 0.1 $1.0M 18k 56.20
Ishares U.s. Etf Trust Ishares Gsci Commodity Dynamic Roll Strategy Etf Etf (COMT) 0.1 $1.0M +30% 36k 28.19
Pepsico Stock (PEP) 0.1 $1.0M 5.6k 180.61
Ishares Russell Midcap Growth Etf Etf (IWP) 0.1 $996k -2% 12k 83.64
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.1 $990k NEW 20k 49.51
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.1 $983k +62% 14k 72.09
Metlife Stock (MET) 0.1 $963k 13k 72.38
Salesforce Stock (CRM) 0.1 $958k -20% 7.2k 132.52
Google Stock (GOOGL) 0.1 $956k +1894% 11k 88.27
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.1 $943k +2696% 6.5k 145.95
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.1 $915k +1982% 10k 88.77
Raytheon Technologies Corp Stock (RTX) 0.1 $912k +45% 9.0k 100.97
Nuveen Esg Mid-cap Growth Etf Etf (NUMG) 0.1 $897k 26k 35.22
Nextera Energy Stock (NEE) 0.1 $859k -6% 10k 83.65
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.1 $824k -10% 35k 23.78
Nvidia Corporation Stock (NVDA) 0.1 $810k +4% 5.5k 146.10
Intl Business Machines Stock (IBM) 0.1 $809k +2% 5.7k 140.82
Vanguard Total International Bond Etf Etf (BNDX) 0.1 $809k +193% 17k 47.46
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES) 0.1 $798k NEW 28k 28.45
Lockheed Martin Corp Stock (LMT) 0.1 $791k +27% 1.6k 486.47
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.1 $748k -41% 17k 44.91
Sherwin Williams Stock (SHW) 0.1 $746k 3.1k 237.28
Bank America Corp Stock (BAC) 0.1 $726k +21% 22k 33.10
Comcast Corp New Cl A Stock (CMCSA) 0.1 $723k +40% 21k 34.98
Ishares 1-3 Yr Credit Bond Etf Etf (IGSB) 0.1 $703k +6% 14k 49.85
Unitedhealth Group Stock (UNH) 0.1 $685k +3% 1.3k 530.19
Abbvie Stock (ABBV) 0.1 $682k 4.2k 161.65
Cisco Sys Stock (CSCO) 0.1 $660k -8% 14k 47.65
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.1 $640k 7.0k 91.53
Ishares Core S&p Mid Cap Etf Etf (IJH) 0.1 $640k -24% 2.6k 241.87
Delta Air Lines Inc Del Cmn Stock (DAL) 0.1 $639k +187% 20k 32.84
Lowes Cos Stock (LOW) 0.1 $608k 3.1k 199.21
Ishares Russell 2000 Etf Etf (IWM) 0.1 $604k -2% 3.5k 174.36
Cigna Corp Stock (CI) 0.1 $599k +22% 1.8k 331.31
Abbott Labs Stock (ABT) 0.1 $596k 5.4k 109.88
Ishares Tr Dow Jones U S Healthcare Etf (IYH) 0.1 $579k 2.0k 283.96
Merck & Co Stock (MRK) 0.1 $560k 5.0k 111.02
Vanguard Total Stock Market Etf Etf (VTI) 0.1 $557k -7% 2.9k 191.08
General Dynamics Corp Stock (GD) 0.1 $556k +48% 2.2k 248.33
Ishares Russell 2000 Value Etf (IWN) 0.1 $552k -2% 4.0k 138.59
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.1 $551k -32% 10k 54.46
Verizon Communications Stock (VZ) 0.1 $551k -12% 14k 39.42
Mcdonalds Corp Stock (MCD) 0.0 $536k 2.0k 263.52
Analog Devices Stock (ADI) 0.0 $531k +75% 3.2k 163.94
Financial Select Sector Spdr Etf (XLF) 0.0 $520k +3% 15k 34.22
Disney Walt Stock (DIS) 0.0 $519k +13% 6.0k 86.82
Ishares U.s. Infrastructure Etf Etf (IFRA) 0.0 $514k -9% 14k 36.24
Illumina Stock (ILMN) 0.0 $507k +1154% 2.5k 202.07
Cvs Health Corp Stock (CVS) 0.0 $506k +37% 5.4k 93.20
Amgen Stock (AMGN) 0.0 $492k 1.9k 262.82
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.0 $469k 1.00 469000.00
Chevron Corp Stock (CVX) 0.0 $458k +8% 2.5k 179.68
At&t Stock (T) 0.0 $452k +2% 25k 18.40
Eversource Energy Stock (ES) 0.0 $427k 5.1k 83.87
Rockwell Automation Stock (ROK) 0.0 $396k 1.5k 257.98
Eog Resources Stock (EOG) 0.0 $392k 3.0k 129.67
Nike Inc Class B Stock (NKE) 0.0 $378k 3.2k 116.88
United Parcel Service Stock (UPS) 0.0 $373k +3% 2.1k 173.97
Granite Real Estate Inc Com Npv Isin Ca3874311093 Sedol B89vgb2 Stock (GRP.U) 0.0 $369k 7.2k 51.03
Aercap Holdings Nv Stock (AER) 0.0 $356k +35% 6.1k 58.36
Ishares Convertible Bond Etf Etf (ICVT) 0.0 $353k -15% 5.1k 69.50
Vanguard Russell2000 Index Fd Etf Etf (VTWO) 0.0 $349k 5.0k 70.33
Automatic Data Processing Stock (ADP) 0.0 $346k 1.4k 238.95
Honeywell Intl Stock (HON) 0.0 $332k 1.5k 214.33
Mastercard Stock (MA) 0.0 $314k 902.00 348.12
Harborone Bancorp Stock (HONE) 0.0 $306k NEW 22k 13.91
Vanguard S&p 500 Etf Etf (VOO) 0.0 $297k -15% 844.00 351.90
iShares Intermediate Government/Credit Bond ETF Etf (GVI) 0.0 $294k -45% 2.9k 102.62
General Mls Stock (GIS) 0.0 $282k -5% 3.4k 83.93
Ishares S&p 500 Value Etf Etf (IVE) 0.0 $279k +46% 1.9k 145.31
Livent Corp Stock (LTHM) 0.0 $278k 14k 19.86
Ishares Morningstar Large Growth Etf Etf (ILCG) 0.0 $276k 5.7k 48.63
Biogen Idec Stock (BIIB) 0.0 $272k 983.00 276.70
Energy Select Sector Spdr Etf (XLE) 0.0 $271k +5% 3.1k 87.33
Vanguard Ftse All World Ex-us Etf Etf (VSS) 0.0 $269k -23% 2.6k 102.95
Starbucks Corp Stock (SBUX) 0.0 $263k 2.7k 99.10
Blackstone Stock (BX) 0.0 $259k -3% 3.5k 74.28
Brookline Bancorp Inc Cmn Stock (BRKL) 0.0 $257k +22% 18k 14.14
Coca Cola Stock (KO) 0.0 $253k 4.0k 63.54
Conocophillips Stock (COP) 0.0 $246k +2% 2.1k 117.82
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.0 $241k +1596% 4.3k 55.48
Eastern Bankshares Stock (EBC) 0.0 $240k 14k 17.22
Independent Bank Corp Ma Stock (INDB) 0.0 $234k 2.8k 84.60
Visa Stock (V) 0.0 $231k -30% 1.1k 207.92
Best Buy Stock (BBY) 0.0 $224k 2.8k 80.06
Costco Wholesale Corp Stock (COST) 0.0 $223k +5% 489.00 456.03
Blackrock Stock (BLK) 0.0 $222k 312.00 711.54
Ppg Inds Stock (PPG) 0.0 $222k 1.8k 125.78
Illinois Tool Wks Stock (ITW) 0.0 $217k 985.00 220.30
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) 0.0 $204k 2.7k 75.25
Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP) 0.0 $200k +1568% 1.4k 141.04
Texas Instrs Stock (TXN) 0.0 $199k -3% 1.2k 165.42
Southern Stock (SO) 0.0 $198k +27% 2.8k 71.48
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.0 $195k -59% 8.6k 22.77
Ishares Msci Japan Etf Etf (EWJ) 0.0 $192k -5% 3.5k 54.51
Crocs Stock (CROX) 0.0 $192k 1.8k 108.29
Cabot Corp Stock (CBT) 0.0 $191k 2.9k 66.78
Kinder Morgan Stock (KMI) 0.0 $191k +924% 11k 18.10
Qualcomm Stock (QCOM) 0.0 $186k 1.7k 110.25
Avago Technologies Stock (AVGO) 0.0 $179k -22% 320.00 559.38
Sempra Energy Stock (SRE) 0.0 $178k 1.1k 155.05
Ishares Gold Trust Etf Etf (IAU) 0.0 $172k 5.0k 34.63
Lilly Eli & Co Stock (LLY) 0.0 $171k 466.00 366.95
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC) 0.0 $170k -18% 12k 14.76
Wp Carey Reit (WPC) 0.0 $170k +220% 2.2k 77.98
Norfolk Southern Crp Stock (NSC) 0.0 $168k -2% 682.00 246.33
Yum! Brands Stock (YUM) 0.0 $167k 1.3k 128.26
Corecivic Reit (CXW) 0.0 $166k +26% 14k 11.59
Ishares Core Msci Emerging Mkts Etf (IEMG) 0.0 $165k -17% 3.5k 46.70
Ishares Dj Us Energy Etf (IYE) 0.0 $165k -75% 3.6k 46.36
Air Prods & Chems Stock (APD) 0.0 $164k 531.00 308.85
Ishares S&p 500 Growth Etf Etf (IVW) 0.0 $163k +167% 2.8k 58.63
Deere & Co Stock (DE) 0.0 $162k 378.00 428.57
Morgan Stanley Stock (MS) 0.0 $162k 1.9k 85.08
Paychex Stock (PAYX) 0.0 $160k 1.4k 115.69
Cardinal Health Stock (CAH) 0.0 $159k 2.1k 76.89
Church & Dwight Stock (CHD) 0.0 $155k 1.9k 80.44
Intel Corp Stock (INTC) 0.0 $149k -30% 5.6k 26.43
Vanguard Financials Etf Etf (VFH) 0.0 $147k -18% 1.8k 82.77
Materials Select Sector Spdr Etf (XLB) 0.0 $144k +2% 1.9k 77.63
Gen Digital Stock (GEN) 0.0 $142k +4% 6.6k 21.46
Tesla Motors Stock (TSLA) 0.0 $139k +71% 1.1k 123.34
Diageo Adr (DEO) 0.0 $139k 780.00 178.21
Meta Platforms Inc Cl A Stock (META) 0.0 $136k -29% 1.1k 120.14
Micron Technology Stock (MU) 0.0 $135k +416% 2.7k 49.85
Emerson Elec Stock (EMR) 0.0 $135k 1.4k 96.09
Colgate Palmolive Stock (CL) 0.0 $134k 1.7k 78.92
Nuveen Esg International Developed Markets Equity Etf Etf (NUDM) 0.0 $134k 5.2k 25.86
Pnc Finl Svcs Group Stock (PNC) 0.0 $133k 844.00 157.58
Alps Trust Etf Alerian M Etf (AMLP) 0.0 $132k -35% 3.5k 37.97
Kimberly-clark Corp Stock (KMB) 0.0 $130k 954.00 136.27
Vontier Corporation Stock (VNT) 0.0 $130k +49% 6.7k 19.35
Schwab International Equity Etf Etf (SCHF) 0.0 $127k +22% 4.0k 32.14
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.0 $126k 2.6k 47.64
Danaher Corp Stock (DHR) 0.0 $126k -12% 472.00 266.95
Tjx Cos Stock (TJX) 0.0 $126k +11% 1.6k 79.65
Alnylam Pharmaceuticals Stock (ALNY) 0.0 $125k 527.00 237.19
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $121k +4% 1.8k 66.81
Goldman Sachs Group Stock (GS) 0.0 $120k +7% 348.00 344.83
Ishares Inc Msci Global Silver Miners Etf (SLVP) 0.0 $120k 11k 10.52
Market Vectors Etf Tr Jr Gold Miners Etf Etf (GDXJ) 0.0 $119k 3.3k 35.65
Fiserv Stock (FISV) 0.0 $119k 1.2k 100.93
Cbs Corp Cl B Stock (PARA) 0.0 $118k +50% 7.0k 16.83
Duke Energy Corp Stock (DUK) 0.0 $118k 1.1k 103.24
Vanguard Short Term Bond Etf (BSV) 0.0 $117k NEW 1.6k 75.34
M & T Bk Corp Stock (MTB) 0.0 $117k 807.00 144.98
Nrg Energy Stock (NRG) 0.0 $116k +3245% 3.6k 31.81
Vanguard Mid Cap Growth Etf Etf (VOT) 0.0 $112k +39% 621.00 180.35
Target Corp Stock (TGT) 0.0 $111k +2% 743.00 149.39
Spdr Ser Tr Dj Wilshire Small Cap Value Etf Etf (SLYV) 0.0 $110k -3% 1.5k 74.12
Global Payments Stock (GPN) 0.0 $110k 1.1k 99.01
Ishares 10-20 Year Treasury Bond Etf Etf (TLH) 0.0 $110k +24% 1.0k 107.74
Waste Management Stock (WM) 0.0 $109k +5% 692.00 157.51
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ) 0.0 $107k NEW 4.4k 24.38
Vanguard High Dividend Yield Etf (VYM) 0.0 $107k -89% 991.00 107.97
Solarwinds Corp Stock (SWI) 0.0 $106k 11k 9.32

Past Filings by Baystate Wealth Management

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

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