StockDriftsStockDriftsTop 50 Baystate Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | 8.66% | 673.7K | $118.0M | -0.94%(-6.36K) | — | 2023-12-31 | |
| SPDW | SPDR S&P WORLD EX-US | 7.47% | 3.00M | $101.9M | +3.78%(+109.27K) | — | 2023-12-31 | |
| PRF | INVESCO FTSE RAFI US 1000 ETF | 7% | 2.71M | $95.4M | +2.28%(+60.52K) | — | 2023-12-31 | |
| IVV | ISHARES S&P 500 INDEX | 6.43% | 183.6K | $87.7M | +1.08%(+1.96K) | — | 2023-12-31 | |
| AGG | ISHARES AGGREGATE BOND ETF | 5.95% | 817.0K | $81.1M | +20.04%(+136.41K) | — | 2023-12-31 | |
| VTV | VANGUARD VALUE ETF | 5.23% | 476.9K | $71.3M | +3.22%(+14.89K) | — | 2023-12-31 | |
| OMFL | INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | 4.57% | 1.21M | $62.3M | +3.35%(+39.33K) | — | 2023-12-31 | |
| ICSH | BLACKROCK ULTRA SHORT-TERM BOND ETF | 4.28% | 1.16M | $58.4M | +2.80%(+31.61K) | — | 2023-12-31 | |
| IEFA | ISHARES CORE MSCI EAFE ETF | 3.86% | 748.2K | $52.6M | -1.64%(-12.46K) | — | 2023-12-31 | |
| IWR | ISHARES TR RUSSELL MIDCAP INDEX FD | 3.7% | 648.4K | $50.4M | +3.25%(+20.40K) | — | 2023-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Baystate Wealth Management Llc reports $1.36B in US-listed equity holdings across 1,327 positions in its most recent 13F filing. Its largest disclosed positions are IWY (8.7%), SPDW (7.5%) and PRF (7.0%). Figures reflect the Q4 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Baystate Wealth Management Llc, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Baystate Wealth Management Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1546408). View Baystate Wealth Management Llc’s 13F filings on SEC