Baystate Wealth Management LLC Portfolio Holdings
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
Baystate Wealth Management LLC has filed its 13F form on January 29, 2024 for Q4 2023 where it was disclosed a total value porftolio of $1.36 Billion distributed in 1327 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 200 Growth with a value of $118M, Spdr Ser Tr Fds Spdr Portfolio with a value of $102M, Invesco Exchange Traded Fd Tr with a value of $95.4M, Ishares Core S&P 500 ETF with a value of $87.7M, and Ishares Core U.S. Aggregate Bo with a value of $81.1M.
Examining the 13F form we can see an increase of $149M in the current position value, from $1.21B to 1.36B.
Below you can find more details about Baystate Wealth Management LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 1,327
- Current Value $1.36 Billion
- Prior Value $1.21 Billion
- Filing
- Period Q4 2023
- Filing Date January 29, 2024
- Form Type 13F-HR
- Activity in Q4 2023
- New Purchases 338 stocks
- Additional Purchases 505 stocks
- Sold out of 0 stocks
- Reduced holdings in 161 stocks