Baystate Wealth Management LLC has filed its 13F form on January 29, 2024 for Q4 2023 where it was disclosed a total value porftolio of $1.36 Billion distributed in 1327 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 200 Growth with a value of $118M, Spdr Ser Tr Fds Spdr Portfolio with a value of $102M, Invesco Exchange Traded Fd Tr with a value of $95.4M, Ishares Core S&P 500 ETF with a value of $87.7M, and Ishares Core U.S. Aggregate Bo with a value of $81.1M.

Examining the 13F form we can see an increase of $149M in the current position value, from $1.21B to 1.36B.

Below you can find more details about Baystate Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.36 Billion
ETFs: $1.22 Billion
Healthcare: $41.8 Million
Technology: $35.3 Million
Financial Services: $14.7 Million
Industrials: $10 Million
Consumer Defensive: $9.69 Million
Consumer Cyclical: $8.55 Million
Communication Services: $7.14 Million
Other: $13 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 1,327
  • Current Value $1.36 Billion
  • Prior Value $1.21 Billion
  • Filing
  • Period Q4 2023
  • Filing Date January 29, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 338 stocks
  • Additional Purchases 505 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 161 stocks
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