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
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
4
+ 1.48%
$51.79 - $59.14 $207 - $237
274 $16K
ALLY
Ally Financial Inc.

Financial Services
4
+ 1.44%
$22.76 - $35.12 $91 - $140
282 $9K
COF
Capital One Financial Corp

Financial Services
4
+ 7.55%
$88.97 - $132.02 $356 - $528
57 $7K
PM
Philip Morris International Inc.

Consumer Defensive
11
+ 1.78%
$87.47 - $95.27 $962 - $1.05K
630 $59K
AIG
American International Group, Inc.

Financial Services
6
+ 3.37%
$58.64 - $67.87 $352 - $407
184 $12K
EME
Emcor Group, Inc.

Industrials
10
+ 28.57%
$191.6 - $219.34 $1.92K - $2.19K
45 $9K
MXF
Mexico Fund Inc

Financial Services
13
+ 1.41%
$14.83 - $19.28 $193 - $251
936 $17K
VTRS
Viatris Inc

Healthcare
112
+ 9.17%
$8.77 - $10.85 $982 - $1.22K
1.33K $14K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
5
+ 1.44%
$57.47 - $68.03 $287 - $340
352 $23K
TTD
Trade Desk, Inc.

Technology
26
+ 130.0%
$63.46 - $85.16 $1.65K - $2.21K
46 $3K
EMR
Emerson Electric CO

Industrials
3
+ 0.21%
$84.75 - $97.6 $254 - $293
1.41K $137K
SCHA
Schwab Strategic Tr Us Small C

ETFs
2
+ 0.48%
$38.13 - $48.02 $76.3 - $96
416 $19K
PWR
Quanta Services, Inc.

Industrials
3
+ 6.82%
$159.62 - $217.71 $479 - $653
47 $10K
CWT
California Water Service Group

Utilities
2
+ 0.47%
$46.28 - $53.91 $92.6 - $108
431 $22K
TU
Telus Corp

Communication Services
16
+ 1.43%
$15.63 - $18.95 $250 - $303
1.14K $20K
HEI
Heico Corp

Industrials
10
+ 125.0%
$156.87 - $186.0 $1.57K - $1.86K
18 $3K
BOKF
Bok Financial Corp

Financial Services
1
+ 0.51%
$63.93 - $86.35 $63.9 - $86.4
197 $16K
HEFA
Ishares Currency Hedged Msci E

ETFs
6
+ 0.71%
$28.86 - $31.76 $173 - $191
851 $26K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2
+ 20.0%
$184.9 - $201.86 $370 - $404
12 $2K
AZN
Astrazeneca PLC

Healthcare
27
+ 7.58%
$61.89 - $69.28 $1.67K - $1.87K
383 $25K
CAG
Conagra Brands Inc.

Consumer Defensive
1
+ 1.41%
$26.0 - $30.44 $26 - $30.4
72 $2K
APH
Amphenol Corp

Technology
2
+ 4.76%
$79.18 - $99.49 $158 - $199
44 $4K
PARA
Paramount Global

Communication Services
24
+ 3.79%
$10.7 - $16.85 $257 - $404
657 $9K
LUMN
Lumen Technologies, Inc.

Communication Services
511
+ 99.42%
$0.98 - $1.85 $501 - $945
1.03K $1K
MNST
Monster Beverage Corp

Consumer Defensive
1
+ 0.46%
$47.54 - $57.61 $47.5 - $57.6
217 $12K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
32
+ 1.83%
$10.21 - $11.58 $327 - $371
1.78K $20K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
5
+ 3.16%
$23.04 - $24.89 $115 - $124
163 $4K
TROW
Price T Rowe Group Inc

Financial Services
2
+ 1.07%
$88.39 - $109.01 $177 - $218
189 $20K
BBY
Best Buy CO Inc

Consumer Cyclical
2
+ 2.27%
$62.88 - $78.46 $126 - $157
90 $7K
FTNT
Fortinet, Inc.

Technology
25
+ 33.33%
$49.52 - $59.93 $1.24K - $1.5K
100 $5K
IJS
Ishares S&P Smallcap 600 Value

ETFs
1
+ 0.95%
$82.1 - $104.53 $82.1 - $105
106 $10K
CWENA
Clearway Energy Inc Cl A
14
+ 1.67%
N/A
851 $29K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
1
+ 1.16%
$46.0 - $47.56 $46 - $47.6
87 $4K
REZI
Resideo Technologies, Inc.

Industrials
33
+ 64.71%
$14.31 - $19.02 $472 - $628
84 $1K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
8
+ 1.21%
$23.71 - $25.74 $190 - $206
669 $17K
EQNR
Equinor Asa

Energy
24
+ 10.21%
$29.78 - $34.73 $715 - $834
259 $8K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
2
+ 1.83%
$63.1 - $75.48 $126 - $151
111 $8K
IYC
Ishares U.S. Consumer Discreti

ETFs
1
+ 0.55%
$63.1 - $76.8 $63.1 - $76.8
183 $13K
CBRE
Cbre Group, Inc.

Real Estate
7
+ 70.0%
$65.76 - $93.82 $460 - $657
17 $1K
RF
Regions Financial Corp

Financial Services
2
+ 1.26%
$14.01 - $19.6 $28 - $39.2
161 $3K
BEN
Franklin Resources Inc

Financial Services
1
+ 1.35%
$22.24 - $30.18 $22.2 - $30.2
75 $2K
HUM
Humana Inc

Healthcare
4
+ 20.0%
$451.42 - $524.21 $1.81K - $2.1K
24 $10K
HOG
Harley Davidson, Inc.

Consumer Cyclical
1
+ 0.36%
$25.88 - $37.25 $25.9 - $37.3
279 $10K
FULT
Fulton Financial Corp

Financial Services
1
+ 0.68%
$11.71 - $16.97 $11.7 - $17
149 $2K
SITC
Site Centers Corp.

Real Estate
8
+ 1.16%
$11.09 - $14.45 $88.7 - $116
700 $9K
MCHP
Microchip Technology Inc

Technology
1
+ 0.83%
$70.66 - $92.96 $70.7 - $93
121 $10K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
3
+ 1.55%
$42.3 - $46.59 $127 - $140
197 $9K
ILF
Ishares Latin America 40 ETF

ETFs
8
+ 2.81%
$24.15 - $29.69 $193 - $238
293 $8K
DOV
Dover Corp

Industrials
1
+ 4.76%
$128.42 - $155.29 $128 - $155
22 $3K
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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