Baystate Wealth Management LLC Purchases in Q4 2023

Baystate Wealth Management LLC

  • $1.36 Billion
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
161
+ 64.92%
$324.19 - $377.03 $52.2K - $60.7K
409 $154K
LQD
Ishares Iboxx $ Investment Gra

ETFs
580
+ 83.21%
$98.28 - $111.36 $57K - $64.6K
1.28K $141K
ROK
Rockwell Automation, Inc

Industrials
100
+ 6.36%
$257.02 - $311.22 $25.7K - $31.1K
1.67K $519K
CVX
Chevron Corp

Energy
979
+ 24.68%
$141.77 - $169.1 $139K - $166K
4.95K $737K
IWM
Ishares Russell 2000 ETF

ETFs
51
+ 2.11%
$162.21 - $204.82 $8.27K - $10.4K
2.47K $495K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.01K
New
$59.33 - $66.5 $60.1K - $67.4K
1.01K $67K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
3.5K
New
$16.83 - $19.58 $58.9K - $68.5K
3.5K $67K
MA
Mastercard Inc

Financial Services
53
+ 3.72%
$364.08 - $426.51 $19.3K - $22.6K
1.48K $630K
PG
Procter & Gamble CO

Consumer Defensive
304
+ 1.05%
$143.0 - $153.52 $43.5K - $46.7K
29.2K $4.28M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
54
+ 0.75%
$331.71 - $362.68 $17.9K - $19.6K
7.29K $2.6M
DXCM
Dexcom Inc

Healthcare
507
New
$75.49 - $124.16 $38.3K - $62.9K
507 $62K
AJG
Arthur J. Gallagher & Co.

Financial Services
274
+ 234.19%
$220.11 - $252.92 $60.3K - $69.3K
391 $87K
BX
Blackstone Inc.

Financial Services
30
+ 1.3%
$89.61 - $133.13 $2.69K - $3.99K
2.34K $306K
GE
General Electric CO

Industrials
344
+ 37.27%
$106.08 - $128.32 $36.5K - $44.1K
1.27K $161K
LOW
Lowes Companies Inc

Consumer Cyclical
39
+ 1.16%
$183.62 - $225.59 $7.16K - $8.8K
3.4K $756K
DFAS
Dimensional ETF Tr U S Small C

ETFs
83
+ 1.14%
$48.83 - $60.51 $4.05K - $5.02K
7.37K $439K
HONE
Harbor One Bancorp, Inc.

Financial Services
168
+ 0.75%
$9.2 - $12.3 $1.55K - $2.07K
22.6K $270K
MKSI
Mks Instruments Inc

Technology
547
New
$65.32 - $105.03 $35.7K - $57.5K
547 $56K
XLF
Financial Sector Spdr

ETFs
49
+ 0.41%
$31.45 - $37.72 $1.54K - $1.85K
12.1K $456K
GNMA
Ishares Gnma Bond ETF

ETFs
1.18K
+ 177.44%
$40.5 - $44.38 $47.8K - $52.4K
1.85K $81K
EMB
Ishares Tr

ETFs
274
+ 5.9%
$79.71 - $89.68 $21.8K - $24.6K
4.92K $437K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
264
+ 9.84%
$99.44 - $115.1 $26.3K - $30.4K
2.95K $338K
UTG
Reaves Utility Income Fund

Financial Services
2.01K
New
$23.52 - $27.88 $47.2K - $56K
2.01K $53K
MET
Metlife Inc

Financial Services
114
+ 0.83%
$58.29 - $66.9 $6.65K - $7.63K
13.8K $912K
SHEL
Shell PLC

Energy
747
+ 61.48%
$62.04 - $68.55 $46.3K - $51.2K
1.96K $129K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.19%
$543.03 - $681.24 $543 - $681
517 $341K
OKE
Oneok Inc

Energy
613
+ 77.11%
$61.35 - $71.14 $37.6K - $43.6K
1.41K $98K
HGLB
Highland Global Allocation Fund

N/A
6.16K
New
$6.56 - $8.37 $40.4K - $51.6K
6.16K $48K
UAL
United Airlines Holdings, Inc.

Industrials
1.16K
+ 5820.0%
$33.9 - $43.59 $39.5K - $50.7K
1.18K $48K
INDB
Independent Bank Corp

Financial Services
32
+ 1.16%
$45.44 - $67.82 $1.45K - $2.17K
2.8K $183K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
55
+ 0.39%
$31.85 - $37.39 $1.75K - $2.06K
14.2K $526K
VLO
Valero Energy Corp

Energy
408
+ 93.15%
$119.92 - $138.09 $48.9K - $56.3K
846 $109K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.1K
+ 78.44%
$32.37 - $37.01 $35.4K - $40.5K
2.49K $92K
VDC
Vanguard Consumer Staples ETF

ETFs
237
+ 846.43%
$175.13 - $191.99 $41.5K - $45.5K
265 $50K
IDXX
Idexx Laboratories Inc

Healthcare
14
+ 4.55%
$391.37 - $557.56 $5.48K - $7.81K
322 $178K
WM
Waste Management Inc

Industrials
6
+ 0.38%
$151.21 - $179.1 $907 - $1.07K
1.6K $287K
TGT
Target Corp

Consumer Defensive
97
+ 10.48%
$105.01 - $142.54 $10.2K - $13.8K
1.02K $145K
THG
Hanover Insurance Group, Inc.

Financial Services
352
+ 4400.0%
$109.4 - $128.18 $38.5K - $45.1K
360 $43K
AMGN
Amgen Inc

Healthcare
15
+ 0.76%
$255.7 - $288.46 $3.84K - $4.33K
1.98K $570K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
1.5K
New
$24.42 - $27.08 $36.7K - $40.7K
1.5K $40K
GLD
Spdr Gold Trust

ETFs
163
+ 38.35%
$168.83 - $192.59 $27.5K - $31.4K
588 $112K
AAL
American Airlines Group Inc.

Industrials
2.86K
+ 267.07%
$10.92 - $14.59 $31.2K - $41.7K
3.92K $53K
NHI
National Health Investors Inc

Real Estate
700
New
$48.61 - $57.44 $34K - $40.2K
700 $39K
CWB
Spdr Bloomberg Convertible Sec

ETFs
503
+ 124.5%
$64.68 - $72.47 $32.5K - $36.5K
907 $65K
MTB
M&T Bank Corp

Financial Services
210
+ 25.21%
$108.94 - $145.06 $22.9K - $30.5K
1.04K $142K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
609
+ 133.55%
$47.61 - $55.91 $29K - $34K
1.07K $59K
DINO
Hf Sinclair Corp

Energy
661
New
$51.21 - $57.84 $33.8K - $38.2K
661 $36K
UNH
Unitedhealth Group Inc

Healthcare
13
+ 0.97%
$509.47 - $552.97 $6.62K - $7.19K
1.36K $714K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
4.47K
New
$7.39 - $8.98 $33K - $40.1K
4.47K $35K
Activity Summary
Buys All Purchases 843 New Holdings 338 Increased Positions 505 Sells All Sells 161 Reductions 161 Sold out 0 Options Calls 0 Puts 0
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