Baystate Wealth Management LLC Incresed Positions in Q4 2023

Baystate Wealth Management LLC

  • $1.36 Billion
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
IFRA
Ishares Tr

ETFs
2.89K
+ 14.26%
$34.58 - $40.63 $99.9K - $117K
23.1K $932K
SHW
Sherwin Williams CO

Basic Materials
7
+ 0.22%
$234.98 - $313.27 $1.64K - $2.19K
3.17K $988K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
1.58K
+ 1.24%
$27.05 - $28.64 $42.8K - $45.4K
129K $3.68M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
1.05K
+ 3.67%
$30.96 - $38.59 $32.4K - $40.4K
29.6K $1.13M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.26K
+ 4.59%
$29.26 - $32.06 $66.1K - $72.4K
51.5K $1.65M
NSC
Norfolk Southern Corp

Industrials
358
+ 23.22%
$184.53 - $236.53 $66.1K - $84.7K
1.9K $449K
MPC
Marathon Petroleum Corp

Energy
953
+ 504.23%
$141.58 - $155.77 $135K - $148K
1.14K $169K
AVGO
Broadcom Inc.

Technology
36
+ 10.26%
$814.83 - $1147.0 $29.3K - $41.3K
387 $431K
DAL
Delta Air Lines, Inc.

Industrials
1.54K
+ 6.44%
$30.65 - $42.44 $47.1K - $65.2K
25.4K $1.02M
IOO
Ishares Tr Global 100 ETF

ETFs
97
+ 0.54%
$70.98 - $80.68 $6.89K - $7.83K
17.9K $1.44M
MBB
Ishares Tr

ETFs
537
+ 3.66%
$85.82 - $94.55 $46.1K - $50.8K
15.2K $1.43M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.27K
+ 9.46%
$74.64 - $77.03 $94.5K - $97.5K
14.7K $1.13M
DFUS
Dimensional ETF Tr U S Equity

ETFs
100
+ 0.46%
$44.51 - $52.0 $4.45K - $5.2K
21.9K $1.13M
RTX
Raytheon Technologies Corp

Industrials
59
+ 0.64%
$69.38 - $84.17 $4.09K - $4.97K
9.3K $782K
MRK
Merck & Co., Inc.

Healthcare
772
+ 15.22%
$100.18 - $109.02 $77.3K - $84.2K
5.84K $637K
CAT
Caterpillar Inc

Industrials
322
+ 36.67%
$226.05 - $298.12 $72.8K - $96K
1.2K $354K
INTC
Intel Corp

Technology
189
+ 2.69%
$32.52 - $50.76 $6.15K - $9.59K
7.21K $362K
CRWD
Crowd Strike Holdings, Inc.

Technology
212
+ 32.92%
$162.03 - $260.08 $34.4K - $55.1K
856 $218K
AXP
American Express CO

Financial Services
20
+ 0.78%
$141.31 - $187.8 $2.83K - $3.76K
2.57K $481K
VTI
Vanguard Total Stock Market Et

ETFs
198
+ 10.11%
$203.12 - $238.25 $40.2K - $47.2K
2.16K $511K
DFAT
Dimensional ETF Tr U S Target

ETFs
757
+ 9.18%
$42.71 - $53.09 $32.3K - $40.2K
9K $471K
VEU
Vanguard Ftse All World Ex Us

ETFs
467
+ 2.95%
$49.57 - $56.14 $23.1K - $26.2K
16.3K $914K
MAR
Marriott International Inc

Consumer Cyclical
377
+ 146.12%
$185.27 - $225.51 $69.8K - $85K
635 $143K
MCD
Mcdonalds Corp

Consumer Cyclical
8
+ 0.31%
$246.19 - $296.51 $1.97K - $2.37K
2.57K $761K
IWD
Ishares Russell 1000 Val ETF

ETFs
28
+ 0.46%
$143.69 - $165.7 $4.02K - $4.64K
6.12K $1.01M
BNDX
Vanguard Total International B

ETFs
1.37K
+ 12.32%
$47.38 - $50.85 $65.1K - $69.8K
12.5K $618K
TLT
Ishares Barclays 20+ Year Trea

ETFs
475
+ 13.16%
$82.77 - $100.51 $39.3K - $47.7K
4.09K $403K
V
Visa Inc.

Financial Services
82
+ 4.25%
$228.81 - $262.38 $18.8K - $21.5K
2.01K $523K
HON
Honeywell International Inc

Industrials
193
+ 12.12%
$176.06 - $209.71 $34K - $40.5K
1.79K $374K
PSX
Phillips 66

Energy
546
+ 96.81%
$109.19 - $135.72 $59.6K - $74.1K
1.11K $147K
IWN
Ishares Russell2000 Val ETF

ETFs
22
+ 0.57%
$125.51 - $158.2 $2.76K - $3.48K
3.88K $601K
VEA
Vanguard Ftse Developed Market

ETFs
1.43K
+ 54.19%
$41.58 - $47.99 $59.5K - $68.6K
4.07K $194K
ABT
Abbott Laboratories

Healthcare
21
+ 0.37%
$90.19 - $110.4 $1.89K - $2.32K
5.66K $623K
VZ
Verizon Communications Inc

Communication Services
185
+ 1.39%
$30.67 - $38.65 $5.67K - $7.15K
13.5K $507K
NVO
Novo Nordisk A S

Healthcare
665
+ 114.46%
$87.78 - $105.45 $58.4K - $70.1K
1.25K $128K
XLP
Consumer Staples Sector Spdr

ETFs
376
+ 2.66%
$66.22 - $72.3 $24.9K - $27.2K
14.5K $1.04M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
161
+ 64.92%
$324.19 - $377.03 $52.2K - $60.7K
409 $154K
ROK
Rockwell Automation, Inc

Industrials
100
+ 6.36%
$257.02 - $311.22 $25.7K - $31.1K
1.67K $519K
LQD
Ishares Iboxx $ Investment Gra

ETFs
580
+ 83.21%
$98.28 - $111.36 $57K - $64.6K
1.28K $141K
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
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
VTWO
Vanguard Russell 2000 ETF

ETFs
169
+ 3.37%
$65.62 - $82.7 $11.1K - $14K
5.18K $420K
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
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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