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
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
XLF
Financial Sector Spdr

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

ETFs
1.18K
+ 177.44%
$40.5 - $44.38 $47.8K - $52.4K
1.85K $81K
SHEL
Shell PLC

Energy
747
+ 61.48%
$62.04 - $68.55 $46.3K - $51.2K
1.96K $129K
MET
Metlife Inc

Financial Services
114
+ 0.83%
$58.29 - $66.9 $6.65K - $7.63K
13.8K $912K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.19%
$543.03 - $681.24 $543 - $681
517 $341K
INDB
Independent Bank Corp

Financial Services
32
+ 1.16%
$45.44 - $67.82 $1.45K - $2.17K
2.8K $183K
UAL
United Airlines Holdings, Inc.

Industrials
1.16K
+ 5820.0%
$33.9 - $43.59 $39.5K - $50.7K
1.18K $48K
VLO
Valero Energy Corp

Energy
408
+ 93.15%
$119.92 - $138.09 $48.9K - $56.3K
846 $109K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
55
+ 0.39%
$31.85 - $37.39 $1.75K - $2.06K
14.2K $526K
VDC
Vanguard Consumer Staples ETF

ETFs
237
+ 846.43%
$175.13 - $191.99 $41.5K - $45.5K
265 $50K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.1K
+ 78.44%
$32.37 - $37.01 $35.4K - $40.5K
2.49K $92K
WM
Waste Management Inc

Industrials
6
+ 0.38%
$151.21 - $179.1 $907 - $1.07K
1.6K $287K
IDXX
Idexx Laboratories Inc

Healthcare
14
+ 4.55%
$391.37 - $557.56 $5.48K - $7.81K
322 $178K
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
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
CWB
Spdr Bloomberg Convertible Sec

ETFs
503
+ 124.5%
$64.68 - $72.47 $32.5K - $36.5K
907 $65K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
609
+ 133.55%
$47.61 - $55.91 $29K - $34K
1.07K $59K
MTB
M&T Bank Corp

Financial Services
210
+ 25.21%
$108.94 - $145.06 $22.9K - $30.5K
1.04K $142K
UNH
Unitedhealth Group Inc

Healthcare
13
+ 0.97%
$509.47 - $552.97 $6.62K - $7.19K
1.36K $714K
BRKL
Brookline Bancorp Inc

Financial Services
249
+ 1.44%
$8.07 - $11.13 $2.01K - $2.77K
17.6K $191K
PNC
Pnc Financial Services Group, Inc.

Financial Services
44
+ 5.28%
$109.71 - $155.63 $4.83K - $6.85K
878 $135K
ITW
Illinois Tool Works Inc

Industrials
7
+ 0.7%
$222.45 - $263.73 $1.56K - $1.85K
1.01K $263K
FCX
Freeport Mcmoran Inc

Basic Materials
514
+ 27.27%
$33.24 - $43.2 $17.1K - $22.2K
2.4K $102K
DKNG
Draft Kings Inc.

Consumer Cyclical
463
+ 17.92%
$26.22 - $39.0 $12.1K - $18.1K
3.05K $107K
MS
Morgan Stanley

Financial Services
40
+ 1.75%
$70.4 - $93.66 $2.82K - $3.75K
2.33K $216K
CBU
Community Bank System, Inc.

Financial Services
30
+ 1.05%
$37.57 - $53.67 $1.13K - $1.61K
2.89K $150K
IVE
Ishares S&P 500 Value ETF

ETFs
14
+ 1.02%
$147.64 - $174.21 $2.07K - $2.44K
1.39K $241K
ADBE
Adobe Inc.

Technology
12
+ 4.78%
$507.03 - $633.66 $6.08K - $7.6K
263 $156K
NS
Nu Star Energy L.P.

Energy
1.52K
+ 233.95%
$16.55 - $19.18 $25.1K - $29.1K
2.16K $40K
WRK
West Rock CO

Consumer Cyclical
505
+ 42.26%
$33.77 - $43.28 $17.1K - $21.9K
1.7K $70K
PEG
Public Service Enterprise Group Inc

Utilities
8
+ 0.12%
$54.69 - $65.09 $438 - $521
6.48K $396K
URA
Global X Uranium ETF

ETFs
1K
+ 191.2%
$24.87 - $29.92 $24.9K - $29.9K
1.52K $42K
GILD
Gilead Sciences, Inc.

Healthcare
310
+ 53.63%
$73.27 - $83.09 $22.7K - $25.8K
888 $71K
KO
Coca Cola CO

Consumer Defensive
262
+ 6.1%
$52.38 - $59.93 $13.7K - $15.7K
4.56K $268K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
589
+ 15.94%
$40.49 - $44.3 $23.8K - $26.1K
4.28K $182K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
269
+ 0.57%
$50.29 - $50.88 $13.5K - $13.7K
47.4K $2.41M
F
Ford Motor CO

Consumer Cyclical
2.2K
+ 138.75%
$9.7 - $12.45 $21.4K - $27.4K
3.79K $46K
IBB
Ishares Biotechnology ETF

ETFs
145
+ 27.51%
$112.41 - $137.03 $16.3K - $19.9K
672 $91K
CMI
Cummins Inc

Industrials
96
+ 63.58%
$215.24 - $248.27 $20.7K - $23.8K
247 $59K
ES
Eversource Energy

Utilities
66
+ 1.1%
$52.46 - $63.53 $3.46K - $4.19K
6.05K $373K
IEV
Ishares Tr Europe ETF

ETFs
403
+ 53.17%
$45.53 - $53.1 $18.3K - $21.4K
1.16K $61K
IEMG
Ishares Inc

ETFs
103
+ 1.55%
$45.74 - $50.64 $4.71K - $5.22K
6.74K $340K
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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