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
CL
Colgate Palmolive CO

Consumer Defensive
17
+ 0.64%
$68.87 - $79.71 $1.17K - $1.36K
2.68K $213K
ENB
Enbridge Inc

Energy
644
+ 836.36%
$31.38 - $36.32 $20.2K - $23.4K
721 $25K
NOW
Service Now, Inc.

Technology
22
+ 45.83%
$530.17 - $716.48 $11.7K - $15.8K
70 $49K
MFC
Manulife Financial Corp

Financial Services
60
+ 1.05%
$17.14 - $22.12 $1.03K - $1.33K
5.75K $127K
SHV
Ishares Tr

ETFs
198
+ 173.68%
$109.86 - $110.59 $21.8K - $21.9K
312 $34K
IXP
Ishares Global Comm Services E

ETFs
282
+ 134.93%
$65.71 - $74.88 $18.5K - $21.1K
491 $36K
A
Agilent Technologies, Inc.

Healthcare
133
+ 107.26%
$101.17 - $139.82 $13.5K - $18.6K
257 $35K
DUK
Duke Energy Corp

Utilities
67
+ 3.71%
$85.44 - $98.31 $5.72K - $6.59K
1.87K $181K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
337
+ 141.0%
$57.2 - $64.11 $19.3K - $21.6K
576 $36K
WPM
Wheaton Precious Metals Corp.

Basic Materials
424
+ 550.65%
$38.82 - $50.45 $16.5K - $21.4K
501 $24K
AMP
Ameriprise Financial Inc

Financial Services
1
+ 0.25%
$307.14 - $381.62 $307 - $382
403 $153K
OTIS
Otis Worldwide Corp

Industrials
138
+ 16.71%
$75.47 - $90.67 $10.4K - $12.5K
964 $86K
STT
State Street Corp

Financial Services
24
+ 1.43%
$62.93 - $78.55 $1.51K - $1.89K
1.71K $132K
WPC
W. P. Carey Inc.

Real Estate
14
+ 0.78%
$52.21 - $65.68 $731 - $920
1.8K $116K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
114
+ 28.79%
$85.41 - $104.7 $9.74K - $11.9K
510 $53K
BLK
Black Rock Inc.

Financial Services
1
+ 0.93%
$598.08 - $819.0 $598 - $819
109 $88K
HWM
Howmet Aerospace Inc.

Industrials
334
+ 1284.62%
$43.09 - $54.21 $14.4K - $18.1K
360 $19K
AMAT
Applied Materials Inc

Technology
41
+ 8.42%
$130.11 - $164.28 $5.33K - $6.74K
528 $85K
EPD
Enterprise Products Partners L.P.

Energy
655
+ 1455.56%
$25.89 - $27.68 $17K - $18.1K
700 $18K
ISRG
Intuitive Surgical Inc

Healthcare
45
+ 150.0%
$258.49 - $338.39 $11.6K - $15.2K
75 $25K
IXN
Ishares Global Information Tec

ETFs
3
+ 0.2%
$56.54 - $68.43 $170 - $205
1.51K $103K
EWJ
Ishares Msci Japan ETF

ETFs
27
+ 0.71%
$57.34 - $64.14 $1.55K - $1.73K
3.83K $245K
IWS
Ishares Russell Midcap Value E

ETFs
76
+ 11.31%
$97.63 - $117.08 $7.42K - $8.9K
748 $86K
TOST
Toast, Inc.

Technology
896
+ 58.22%
$13.81 - $18.92 $12.4K - $17K
2.44K $44K
NUDM
Nuveen Esg International Devel

ETFs
167
+ 3.22%
$25.86 - $29.64 $4.32K - $4.95K
5.35K $157K
VOT
Vanguard Mid Cap Growth Index

ETFs
1
+ 0.16%
$180.9 - $221.2 $181 - $221
629 $138K
IWB
Ishares Tr Russell 1000 ETF

ETFs
51
+ 70.83%
$225.16 - $263.17 $11.5K - $13.4K
123 $32K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
26
+ 0.99%
$30.83 - $39.44 $802 - $1.03K
2.64K $100K
PLD
Prologis, Inc.

Real Estate
55
+ 12.09%
$97.32 - $137.12 $5.35K - $7.54K
510 $67K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
12
+ 0.79%
$71.48 - $84.61 $858 - $1.02K
1.53K $129K
TXN
Texas Instruments Inc

Technology
13
+ 1.06%
$140.5 - $171.72 $1.83K - $2.23K
1.24K $211K
SCHW
Schwab Charles Corp

Financial Services
8
+ 0.73%
$49.33 - $70.98 $395 - $568
1.1K $75K
ZTS
Zoetis Inc.

Healthcare
24
+ 5.58%
$151.44 - $200.09 $3.63K - $4.8K
454 $89K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
216
+ 184.62%
$71.37 - $87.78 $15.4K - $19K
333 $25K
ED
Consolidated Edison Inc

Utilities
20
+ 0.86%
$81.62 - $94.01 $1.63K - $1.88K
2.35K $214K
XLB
Select Sector Spdr Fd Material

ETFs
12
+ 0.65%
$74.46 - $86.21 $894 - $1.03K
1.87K $159K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
77
+ 6.55%
$43.72 - $54.38 $3.37K - $4.19K
1.25K $67K
SPGI
S&P Global Inc.

Financial Services
21
+ 34.43%
$342.48 - $441.84 $7.19K - $9.28K
82 $36K
AB
Alliancebernstein Holding L.P.

Financial Services
461
+ 922.0%
$26.08 - $32.75 $12K - $15.1K
511 $15K
INTU
Intuit Inc

Technology
14
+ 33.33%
$479.45 - $629.12 $6.71K - $8.81K
56 $35K
ICE
Intercontinental Exchange, Inc.

Financial Services
44
+ 8.78%
$104.72 - $128.6 $4.61K - $5.66K
545 $69K
PWB
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.14%
$65.5 - $77.84 $131 - $156
1.4K $109K
CSX
Csx Corp

Industrials
157
+ 6.94%
$29.24 - $34.95 $4.59K - $5.49K
2.42K $83K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
278
+ 591.49%
$36.56 - $46.01 $10.2K - $12.8K
325 $14K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
25
+ 49.02%
$343.0 - $410.68 $8.58K - $10.3K
76 $30K
O
Realty Income Corp

Real Estate
190
+ 62.71%
$46.22 - $58.58 $8.78K - $11.1K
493 $28K
EBTC
Enterprise Bancorp Inc

Financial Services
21
+ 0.83%
$25.29 - $33.55 $531 - $705
2.56K $82K
SPG
Simon Property Group Inc

Real Estate
6
+ 1.72%
$103.37 - $146.58 $620 - $879
355 $50K
ACN
Accenture PLC

Technology
9
+ 4.15%
$290.04 - $354.45 $2.61K - $3.19K
226 $79K
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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