Baystate Wealth Management LLC New Holdings in Q4 2023

Baystate Wealth Management LLC

  • $1.36 Billion
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
28.9K
New
$31.25 - $38.22 $904K - $1.11M
28.9K $1.09M
IXC
Ishares Tr Global Energy ETF

ETFs
26.7K
New
$38.15 - $42.12 $1.02M - $1.12M
26.7K $1.04M
IMGN
Immuno Gen, Inc.

Healthcare
24.1K
New
$12.46 - $29.95 $300K - $722K
24.1K $714K
HUBS
Hubspot Inc

Technology
289
New
$410.93 - $589.05 $119K - $170K
289 $167K
IFF
International Flavors & Fragrances Inc

Basic Materials
2K
New
$62.99 - $82.08 $126K - $164K
2K $161K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
1.32K
New
$70.45 - $85.0 $93K - $112K
1.32K $111K
CAH
Cardinal Health Inc

Healthcare
1.1K
New
$86.38 - $108.05 $95.3K - $119K
1.1K $111K
STEW
Boulder Growth & Income Fund

Financial Services
7K
New
$12.11 - $13.96 $84.8K - $97.7K
7K $97K
ET
Energy Transfer LP

Energy
6.8K
New
$13.02 - $14.03 $88.5K - $95.4K
6.8K $93K
EW
Edwards Lifesciences Corp

Healthcare
1.2K
New
$61.71 - $77.76 $74.1K - $93.4K
1.2K $91K
IYE
Ishares Tr

ETFs
1.74K
New
$42.54 - $48.28 $74.2K - $84.2K
1.74K $76K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.53K
New
$46.72 - $48.12 $71.7K - $73.8K
1.53K $72K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.01K
New
$59.33 - $66.5 $60.1K - $67.4K
1.01K $67K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
3.5K
New
$16.83 - $19.58 $58.9K - $68.5K
3.5K $67K
DXCM
Dexcom Inc

Healthcare
507
New
$75.49 - $124.16 $38.3K - $62.9K
507 $62K
MKSI
Mks Instruments Inc

Technology
547
New
$65.32 - $105.03 $35.7K - $57.5K
547 $56K
UTG
Reaves Utility Income Fund

Financial Services
2.01K
New
$23.52 - $27.88 $47.2K - $56K
2.01K $53K
HGLB
Highland Global Allocation Fund

N/A
6.16K
New
$6.56 - $8.37 $40.4K - $51.6K
6.16K $48K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
1.5K
New
$24.42 - $27.08 $36.7K - $40.7K
1.5K $40K
NHI
National Health Investors Inc

Real Estate
700
New
$48.61 - $57.44 $34K - $40.2K
700 $39K
DINO
Hf Sinclair Corp

Energy
661
New
$51.21 - $57.84 $33.8K - $38.2K
661 $36K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
4.47K
New
$7.39 - $8.98 $33K - $40.1K
4.47K $35K
PBA
Pembina Pipeline Corp

Energy
1K
New
$28.56 - $34.62 $28.6K - $34.6K
1K $34K
PRN
Invesco Dwa Industrials Moment

ETFs
270
New
$94.46 - $119.13 $25.5K - $32.2K
270 $31K
PGF
Invesco Exchange Traded Fd Tr

ETFs
2.03K
New
$13.14 - $14.79 $26.6K - $30K
2.03K $29K
SUN
Sunoco LP

Energy
500
New
$47.03 - $62.45 $23.5K - $31.2K
500 $29K
GTY
Getty Realty Corp

Real Estate
1K
New
$26.28 - $30.52 $26.3K - $30.5K
1K $29K
FSLR
First Solar, Inc.

Technology
166
New
$132.53 - $173.22 $22K - $28.8K
166 $28K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
2.52K
New
$9.57 - $11.45 $24.1K - $28.8K
2.52K $28K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
922
New
$26.98 - $29.31 $24.9K - $27K
922 $26K
BEP
Brookfield Renewable Partners L.P.

Utilities
1K
New
$20.33 - $27.41 $20.3K - $27.4K
1K $26K
CQP
Cheniere Energy Partners, L.P.

Energy
509
New
$49.79 - $61.74 $25.3K - $31.4K
509 $25K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
351
New
$58.78 - $70.0 $20.6K - $24.6K
351 $24K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
750
New
$21.39 - $31.84 $16K - $23.9K
750 $23K
WOR
Worthington Industries Inc

Industrials
402
New
$45.56 - $71.7 $18.3K - $28.8K
402 $23K
RVT
Royce Value Trust, Inc.

Financial Services
1.54K
New
$11.93 - $14.72 $18.3K - $22.6K
1.54K $22K
LTC
Ltc Properties Inc

Real Estate
708
New
$30.65 - $33.92 $21.7K - $24K
708 $22K
AAT
American Assets Trust, Inc.

Real Estate
1.01K
New
$17.5 - $23.47 $17.7K - $23.8K
1.01K $22K
TSI
Tcw Strategic Income Fund Inc

Financial Services
5K
New
$4.48 - $4.85 $22.4K - $24.3K
5K $22K
PBF
Pbf Energy Inc.

Energy
502
New
$40.34 - $52.25 $20.3K - $26.2K
502 $22K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
1.5K
New
$13.46 - $15.44 $20.2K - $23.2K
1.5K $21K
NTCT
Netscout Systems Inc

Technology
998
New
$19.88 - $28.18 $19.8K - $28.1K
998 $21K
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
508
New
$37.6 - $42.37 $19.1K - $21.5K
508 $21K
PFO
Flaherty & Crumrine Preferred & Income Opportunity Fund Inc

Financial Services
2.51K
New
$6.95 - $8.05 $17.5K - $20.2K
2.51K $20K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
3.03K
New
$5.96 - $6.76 $18K - $20.5K
3.03K $20K
YOU
Clear Secure, Inc.

Technology
1K
New
$16.51 - $23.37 $16.5K - $23.4K
1K $20K
HQH
Tekla Healthcare Investors

Financial Services
1.23K
New
$14.32 - $16.57 $17.6K - $20.3K
1.23K $20K
VMO
Invesco Municipal Opportunity Trust

Financial Services
2.01K
New
$7.88 - $9.61 $15.9K - $19.4K
2.01K $19K
SKYY
First Trust Cloud Computing Et

ETFs
225
New
$70.93 - $88.75 $16K - $20K
225 $19K
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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