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
MMM
3 M CO

Industrials
4
+ 1.23%
$85.6 - $109.69 $342 - $439
328 $35K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1
+ 0.68%
$146.77 - $182.09 $147 - $182
149 $27K
NTAP
Net App, Inc.

Technology
53
+ 115.22%
$71.18 - $91.39 $3.77K - $4.84K
99 $8K
TD
Toronto Dominion Bank

Financial Services
1
+ 0.09%
$54.9 - $64.8 $54.9 - $64.8
1.14K $73K
AFL
Aflac Inc

Financial Services
5
+ 0.74%
$75.43 - $84.35 $377 - $422
680 $56K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
1.52K
+ 151600.0%
$3.14 - $3.97 $4.76K - $6.02K
1.52K $5K
IIIN
Insteel Industries Inc

Industrials
31
+ 6.65%
$26.98 - $39.18 $836 - $1.21K
497 $19K
MCK
Mckesson Corp

Healthcare
6
+ 12.77%
$437.42 - $470.64 $2.62K - $2.82K
53 $24K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
400
+ 100.0%
$8.12 - $10.63 $3.25K - $4.25K
800 $8K
MGM
Mgm Resorts International

Consumer Cyclical
26
+ 7.65%
$34.23 - $45.05 $890 - $1.17K
366 $16K
IRBO
Ishares Robotics & Artificial

ETFs
5
+ 0.54%
$28.37 - $34.85 $142 - $174
938 $32K
DVY
Ishares Tr

ETFs
7
+ 2.46%
$102.97 - $119.06 $721 - $833
292 $34K
MLPX
Global X Mlp & Energy Infrastr

ETFs
21
+ 1.46%
$40.69 - $45.46 $854 - $955
1.46K $65K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1
+ 0.43%
$135.38 - $157.63 $135 - $158
234 $36K
DDOG
Datadog, Inc.

Technology
14
+ 15.56%
$79.24 - $123.6 $1.11K - $1.73K
104 $12K
FXL
First Tr Exchange Traded Fd Fi

ETFs
1
+ 0.38%
$104.07 - $129.36 $104 - $129
264 $33K
PEP
Pepsico Inc

Consumer Defensive
4
+ 0.06%
$158.08 - $172.01 $632 - $688
6.47K $1.1M
CEG
Constellation Energy Corp

Utilities
4
+ 0.91%
$104.73 - $126.52 $419 - $506
444 $51K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
3
+ 0.35%
$30.38 - $38.15 $91.1 - $114
869 $32K
PID
Invesco Exchange Traded Fd Tr

ETFs
11
+ 0.54%
$15.86 - $18.53 $174 - $204
2.07K $38K
ICLN
Ishares

ETFs
36
+ 0.8%
$12.86 - $15.73 $463 - $566
4.56K $70K
ENVX
Enovix Corp

Industrials
300
+ 70.26%
$8.7 - $14.56 $2.61K - $4.37K
727 $9K
MAA
Mid America Apartment Communities Inc.

Real Estate
36
+ 225.0%
$117.51 - $138.45 $4.23K - $4.98K
52 $6K
NVS
Novartis Ag

Healthcare
42
+ 13.55%
$92.27 - $101.54 $3.88K - $4.26K
352 $35K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 50.0%
$2742.69 - $3566.65 $2.74K - $3.57K
3 $10K
IXUS
Ishares Tr

ETFs
3
+ 0.39%
$57.18 - $64.93 $172 - $195
766 $49K
XLI
Industrial Sector Spdr

ETFs
28
+ 133.33%
$96.44 - $114.13 $2.7K - $3.2K
49 $5K
FIS
Fidelity National Information Services, Inc.

Technology
4
+ 0.83%
$47.16 - $60.8 $189 - $243
488 $29K
DD
Du Pont De Nemours, Inc.

Basic Materials
14
+ 2.69%
$66.92 - $77.04 $937 - $1.08K
535 $41K
FTV
Fortive Corp

Technology
43
+ 36.44%
$64.6 - $77.16 $2.78K - $3.32K
161 $11K
BR
Broadridge Financial Solutions, Inc.

Technology
1
+ 1.22%
$167.38 - $205.83 $167 - $206
83 $17K
ATO
Atmos Energy Corp

Utilities
2
+ 0.71%
$102.76 - $116.85 $206 - $234
284 $32K
HPE
Hewlett Packard Enterprise CO

Technology
201
+ 168.91%
$15.13 - $17.44 $3.04K - $3.51K
320 $5K
COLB
Columbia Banking System, Inc.

Financial Services
5
+ 1.5%
$18.56 - $27.84 $92.8 - $139
339 $9K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
2
+ 1.49%
$82.05 - $111.83 $164 - $224
136 $14K
NUSC
Nuveen Esg Small Cap ETF

ETFs
8
+ 1.17%
$31.77 - $39.59 $254 - $317
689 $26K
ELV
Elevance Health, Inc.

Healthcare
1
+ 1.35%
$433.51 - $488.06 $434 - $488
75 $35K
ROKU
Roku, Inc

Communication Services
26
+ 104.0%
$56.35 - $106.87 $1.47K - $2.78K
51 $4K
CBSH
Commerce Bancshares Inc

Financial Services
10
+ 5.52%
$43.42 - $54.9 $434 - $549
191 $10K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3
+ 0.67%
$57.48 - $63.4 $172 - $190
451 $28K
NMT
Nuveen Massachusetts Quality Municipal Income Fund

Financial Services
23
+ 1.14%
$9.12 - $10.54 $210 - $242
2.04K $21K
OLN
Olin Corp

Basic Materials
2
+ 0.4%
$42.12 - $55.15 $84.2 - $110
496 $26K
IIPR
Innovative Industrial Properties Inc

Real Estate
2
+ 3.28%
$69.99 - $103.8 $140 - $208
63 $6K
DLTR
Dollar Tree, Inc.

Consumer Defensive
2
+ 5.71%
$103.64 - $142.29 $207 - $285
37 $5K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
41
+ 2.47%
$24.95 - $26.96 $1.02K - $1.11K
1.7K $45K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
53
+ 35.33%
$25.91 - $31.98 $1.37K - $1.69K
203 $6K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
1
+ 0.38%
$64.85 - $76.49 $64.9 - $76.5
261 $19K
SPXN
Proshares Tr S&P 500 Ex Finls

ETFs
1
+ 0.45%
$89.01 - $102.64 $89 - $103
221 $22K
AEM
Agnico Eagle Mines LTD

Basic Materials
1
+ 0.35%
$43.39 - $56.04 $43.4 - $56
288 $15K
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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