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
LVS
Las Vegas Sands Corp

Consumer Cyclical
86
+ 7.72%
$44.1 - $49.47 $3.79K - $4.25K
1.2K $59K
TJX
Tjx Companies Inc

Consumer Cyclical
6
+ 0.41%
$87.19 - $93.81 $523 - $563
1.46K $136K
EQR
Equity Residential

Real Estate
102
+ 217.02%
$53.19 - $62.5 $5.43K - $6.38K
149 $9K
SLV
I Shares Silver Trust

ETFs
270
+ 28.3%
$19.25 - $23.33 $5.2K - $6.3K
1.22K $26K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
4
+ 0.35%
$45.09 - $55.21 $180 - $221
1.14K $61K
COP
Conocophillips

Energy
127
+ 5.88%
$110.52 - $126.59 $14K - $16.1K
2.29K $265K
NEM
Newmont Corp

Basic Materials
3
+ 0.19%
$33.95 - $42.38 $102 - $127
1.61K $66K
MRVL
Marvell Technology, Inc.

Technology
102
+ 99.03%
$46.63 - $61.3 $4.76K - $6.25K
205 $12K
DGRO
Ishares Core Dividend Growth E

ETFs
19
+ 1.5%
$47.36 - $54.1 $900 - $1.03K
1.29K $69K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
2
+ 0.23%
$49.61 - $59.51 $99.2 - $119
867 $51K
AKAM
Akamai Technologies Inc

Technology
45
+ 45.0%
$101.85 - $120.18 $4.58K - $5.41K
145 $17K
KEY
Keycorp

Financial Services
320
+ 47.98%
$9.81 - $14.77 $3.14K - $4.73K
987 $14K
MWA
Mueller Water Products, Inc.

Industrials
17
+ 0.47%
$12.21 - $14.76 $208 - $251
3.63K $52K
CHD
Church & Dwight CO Inc

Consumer Defensive
7
+ 0.3%
$85.99 - $96.63 $602 - $676
2.36K $222K
FNDB
Schwab Fundamental U S Broad M

ETFs
4
+ 0.46%
$52.56 - $61.29 $210 - $245
871 $53K
WTRG
Essential Utilities, Inc.

Utilities
10
+ 0.55%
$32.59 - $37.64 $326 - $376
1.82K $67K
CNI
Canadian National Railway CO

Industrials
36
+ 43.9%
$104.53 - $125.83 $3.76K - $4.53K
118 $14K
FNF
Fidelity National Financial, Inc.

Financial Services
5
+ 0.84%
$37.37 - $51.37 $187 - $257
599 $30K
VMC
Vulcan Materials CO

Basic Materials
11
+ 8.46%
$193.69 - $227.01 $2.13K - $2.5K
141 $32K
OSK
Oshkosh Corp

Industrials
5
+ 1.04%
$86.33 - $109.22 $432 - $546
488 $52K
DFS
Discover Financial Services

Financial Services
9
+ 4.43%
$80.49 - $112.57 $724 - $1.01K
212 $23K
NTRA
Natera, Inc.

Healthcare
59
+ 53.64%
$37.55 - $62.64 $2.22K - $3.7K
169 $10K
UFPI
Ufp Industries Inc

Basic Materials
1
+ 0.41%
$92.72 - $127.4 $92.7 - $127
245 $30K
CE
Celanese Corp

Basic Materials
1
+ 0.52%
$112.94 - $158.5 $113 - $159
192 $29K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.5%
$204.07 - $257.57 $204 - $258
200 $50K
GOGL
Golden Ocean Group LTD

Industrials
505
+ 56.81%
$7.17 - $9.76 $3.62K - $4.93K
1.39K $13K
TFC
Truist Financial Corp

Financial Services
75
+ 17.36%
$27.03 - $37.64 $2.03K - $2.82K
507 $18K
TMUS
T Mobile Us, Inc.

Communication Services
2
+ 0.78%
$136.43 - $160.44 $273 - $321
258 $41K
PAYX
Paychex Inc

Industrials
5
+ 0.36%
$108.86 - $128.79 $544 - $644
1.4K $167K
ANDE
Andersons, Inc.

Consumer Defensive
3
+ 0.37%
$46.22 - $58.57 $139 - $176
817 $47K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
15
+ 1.42%
$51.06 - $57.96 $766 - $869
1.08K $62K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3
+ 0.11%
$74.49 - $77.37 $223 - $232
2.8K $216K
UGI
Ugi Corp

Utilities
250
+ 12500.0%
$20.26 - $24.87 $5.07K - $6.22K
252 $6K
PEAK
Healthpeak Properties, Inc.

Real Estate
215
+ 32.92%
$15.55 - $20.18 $3.34K - $4.34K
868 $17K
HBAN
Huntington Bancshares Inc

Financial Services
54
+ 2.07%
$9.44 - $13.18 $510 - $712
2.66K $33K
TT
Trane Technologies PLC

Industrials
3
+ 2.29%
$184.42 - $243.95 $553 - $732
134 $32K
BGS
B&G Foods, Inc.

Consumer Defensive
503
+ 449.11%
$7.72 - $11.0 $3.88K - $5.53K
615 $6K
CB
Chubb LTD

Financial Services
4
+ 1.68%
$204.91 - $229.43 $820 - $918
242 $54K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
4
+ 0.58%
$53.24 - $64.9 $213 - $260
693 $44K
IRM
Iron Mountain Inc

Real Estate
5
+ 1.08%
$57.23 - $70.6 $286 - $353
469 $32K
XLU
Utilities Sector Spdr

ETFs
9
+ 0.9%
$56.19 - $65.96 $506 - $594
1.01K $63K
EVRG
Evergy, Inc.

Utilities
84
+ 25.69%
$48.05 - $53.37 $4.04K - $4.48K
411 $21K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
546
+ 17.97%
$7.87 - $8.66 $4.3K - $4.73K
3.58K $30K
GIS
General Mills Inc

Consumer Defensive
9
+ 0.25%
$61.53 - $67.84 $554 - $611
3.6K $234K
SAND
Sandstorm Gold LTD

Basic Materials
1K
+ 200.2%
$4.41 - $5.2 $4.41K - $5.21K
1.5K $7K
UAA
Under Armour, Inc.

Consumer Cyclical
500
+ 224.22%
$6.54 - $9.4 $3.27K - $4.7K
723 $6K
VCIT
Vanguard Intermediate Term Cor

ETFs
42
+ 27.1%
$73.81 - $81.64 $3.1K - $3.43K
197 $16K
FITB
Fifth Third Bancorp

Financial Services
2
+ 0.35%
$22.89 - $35.14 $45.8 - $70.3
578 $19K
HBI
Hanesbrands Inc.

Consumer Cyclical
1K
+ 284.9%
$3.64 - $4.48 $3.64K - $4.48K
1.35K $6K
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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