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
DHR
Danaher Corp

Healthcare
108
+ 14.86%
$185.1 - $233.13 $20K - $25.2K
835 $193K
BCE
Bce Inc

Communication Services
330
+ 471.43%
$36.39 - $40.98 $12K - $13.5K
400 $15K
GPN
Global Payments Inc

Industrials
3
+ 0.27%
$102.78 - $129.26 $308 - $388
1.12K $142K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1
+ 0.17%
$118.9 - $144.37 $119 - $144
604 $86K
BAX
Baxter International Inc

Healthcare
295
+ 98.33%
$31.71 - $38.95 $9.35K - $11.5K
595 $23K
DVN
Devon Energy Corp

Energy
304
+ 36.28%
$42.85 - $50.08 $13K - $15.2K
1.14K $51K
PGR
Progressive Corp

Financial Services
33
+ 10.34%
$138.97 - $165.13 $4.59K - $5.45K
352 $56K
EQIX
Equinix Inc

Real Estate
10
+ 22.73%
$682.24 - $824.42 $6.82K - $8.24K
54 $43K
FAST
Fastenal CO

Industrials
13
+ 1.21%
$54.19 - $65.45 $704 - $851
1.09K $70K
HPQ
Hp Inc

Technology
392
+ 332.2%
$25.67 - $30.93 $10.1K - $12.1K
510 $15K
BHP
Bhp Group LTD

Basic Materials
13
+ 1.34%
$54.85 - $68.89 $713 - $896
984 $67K
GOLD
Barrick Gold Corp

Basic Materials
603
+ 381.65%
$14.19 - $18.47 $8.56K - $11.1K
761 $13K
ALL
Allstate Corp

Financial Services
5
+ 1.35%
$109.91 - $144.36 $550 - $722
375 $52K
XAR
Spdr S&P Aerospace & Defense E

ETFs
1
+ 0.23%
$109.6 - $136.33 $110 - $136
445 $60K
WBD
Warner Bros. Discovery, Inc.

Communication Services
805
+ 28.75%
$9.4 - $12.49 $7.57K - $10.1K
3.61K $41K
GVI
Ishares Tr

ETFs
26
+ 1.02%
$100.06 - $104.91 $2.6K - $2.73K
2.59K $270K
KEYS
Keysight Technologies, Inc.

Technology
66
+ 264.0%
$119.31 - $160.34 $7.87K - $10.6K
91 $14K
RGLD
Royal Gold Inc

Basic Materials
1
+ 0.13%
$102.87 - $124.3 $103 - $124
773 $93K
STWD
Starwood Property Trust, Inc.

Real Estate
500
+ 2083.33%
$17.25 - $22.14 $8.63K - $11.1K
524 $11K
ADP
Automatic Data Processing Inc

Industrials
108
+ 5.93%
$210.37 - $250.18 $22.7K - $27K
1.93K $449K
WMB
Williams Companies, Inc.

Energy
308
+ 265.52%
$32.93 - $37.28 $10.1K - $11.5K
424 $14K
NUE
Nucor Corp

Basic Materials
2
+ 0.35%
$140.49 - $178.25 $281 - $357
568 $98K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
370
+ 8.38%
$9.22 - $11.08 $3.41K - $4.1K
4.79K $52K
CDNS
Cadence Design Systems Inc

Technology
9
+ 5.03%
$228.69 - $276.57 $2.06K - $2.49K
188 $51K
BK
Bank Of New York Mellon Corp

Financial Services
11
+ 1.14%
$41.18 - $52.22 $453 - $574
980 $51K
NOC
Northrop Grumman Corp

Industrials
16
+ 16.67%
$420.07 - $490.76 $6.72K - $7.85K
112 $52K
CCI
Crown Castle International Corp

Real Estate
5
+ 1.25%
$85.89 - $118.57 $429 - $593
405 $46K
BSX
Boston Scientific Corp

Healthcare
69
+ 5.97%
$48.64 - $57.81 $3.36K - $3.99K
1.22K $70K
LBRDK
Liberty Broadband Corp

Communication Services
121
+ 1344.44%
$74.76 - $94.32 $9.05K - $11.4K
130 $10K
JBLU
Jetblue Airways Corp

Industrials
1.67K
+ 148.84%
$3.69 - $5.78 $6.15K - $9.64K
2.79K $15K
VTWV
Vanguard Russell 2000 Value Et

ETFs
4
+ 0.72%
$110.31 - $139.18 $441 - $557
558 $76K
SYY
Sysco Corp

Consumer Defensive
15
+ 1.17%
$62.69 - $75.34 $940 - $1.13K
1.3K $95K
VOE
Vanguard Mid Cap Value Index F

ETFs
5
+ 0.78%
$124.27 - $145.8 $621 - $729
650 $94K
PANW
Palo Alto Networks Inc

Technology
3
+ 2.13%
$231.71 - $313.86 $695 - $942
144 $42K
SPYG
Spdr Portfolio

ETFs
132
+ 212.9%
$57.02 - $65.3 $7.53K - $8.62K
194 $12K
CLX
Clorox CO

Consumer Defensive
4
+ 0.53%
$115.38 - $145.63 $462 - $583
755 $107K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
8
+ 0.65%
$55.18 - $64.86 $441 - $519
1.23K $79K
DE
Deere & CO

Industrials
2
+ 0.54%
$359.39 - $401.64 $719 - $803
369 $147K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
64
+ 21.33%
$76.22 - $98.51 $4.88K - $6.3K
364 $35K
CMPS
Compass Pathways PLC

Healthcare
1K
+ 1000.0%
N/A
1.1K $9K
UL
Unilever PLC

Consumer Defensive
218
+ 29.86%
$46.26 - $48.94 $10.1K - $10.7K
948 $45K
LRCX
Lam Research Corp

Technology
6
+ 35.29%
$583.34 - $795.71 $3.5K - $4.77K
23 $18K
AMD
Advanced Micro Devices Inc

Technology
24
+ 24.0%
$93.67 - $148.76 $2.25K - $3.57K
124 $18K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
341
+ 130.65%
$15.33 - $24.35 $5.23K - $8.3K
602 $14K
WFC
Wells Fargo & Company

Financial Services
28
+ 3.49%
$38.67 - $50.51 $1.08K - $1.41K
831 $40K
IGF
Ishares Global Infrastructure

ETFs
150
+ 98.68%
$41.18 - $48.0 $6.18K - $7.2K
302 $14K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
143
+ 78.57%
$39.63 - $46.73 $5.67K - $6.68K
325 $15K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1
+ 0.07%
$48.47 - $56.6 $48.5 - $56.6
1.34K $75K
KKR
Kkr & Co. Inc.

Financial Services
21
+ 6.91%
$54.1 - $84.69 $1.14K - $1.78K
325 $26K
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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