HoldingsChannel.com
Baystate Wealth Management LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
SPDR S&P WORLD EX US (SPDW) 4,549,541 -27,991 $135,301
     SPDW4,549,541-27,991$135,301
INVESCO FTSE RAFI US 1000 ETF (PRF) 876,285 +23,215 $102,823
     PRF876,285+23,215$102,823
ISHARES TR RUSSELL MIDCAP INDEX FD (IWR) 1,408,439 -12,892 $79,293
     IWR1,408,439-12,892$79,293
ISHARES RUSSELL TOP 200 GROWTH ETF (IWY) 912,774 +9,239 $79,045
     IWY912,774+9,239$79,045
SPDR BARCLAYS CAPITAL SHORT TERM CORP BD (SPSB) 2,105,302 +67,471 $64,612
     SPSB2,105,302+67,471$64,612
VANGUARD FTSE EMERGING MARKETS ETF (VWO) 1,037,485 -20,007 $44,756
     VWO1,037,485-20,007$44,756
ALPS TRUST ETF ALERIAN MLP (AMLP) 4,506,505 -48,699 $44,479
     AMLP4,506,505-48,699$44,479
SPDR INDEX SHS FDS S&P INTL SMALL CAP ETF (GWX) 1,212,284 +5,244 $36,525
     GWX1,212,284+5,244$36,525
ISHARES RUSSELL 2000 VALUE (IWN) 250,972 +1,745 $30,360
     IWN250,972+1,745$30,360
SPDR BLOOMBERG BARCLAYS 1 3 MONTH T BILL ETF (BIL) 247,548 +8,187 $22,636
     BIL247,548+8,187$22,636
ISHARES 1 3 YR TREASURY BOND ETF (SHY) 85,219 +1,577 $7,207
     SHY85,219+1,577$7,207
WISDOMTREE TR INTL LARGECAP DIVID FD 133,468 +16,502 $6,312
     DOL133,468+16,502$6,312
ISHARES CORE MSCI EAFE ETF (IEFA) 100,924 -2,454 $6,235
     IEFA100,924-2,454$6,235
ISHARES MSCI EMERGING MARKETS ETF (EEM) 111,582 -4,606 $4,844
     EEM111,582-4,606$4,844
JP MORGAN ALERIAN MLP ETN 177,688 +118,657 $4,432
     AMJ177,688+118,657$4,432
WISDOMTREE U.S. MIDCAP DIVIDEND FUND (DON) 117,876 +2,231 $4,278
     DON117,876+2,231$4,278
SCHWAB US DIVIDEND EQUITY ETF (SCHD) 79,863 +8,049 $4,273
     SCHD79,863+8,049$4,273
JOHNSON & JOHNSON COM 29,643 +372 $4,131
     JNJ29,643+372$4,131
APPLE INC 19,994 -238 $4,029
     AAPL19,994-238$4,029
SPDR SER TR S&P DIVID ETF (SDY) 31,878 +2,781 $3,227
     SDY31,878+2,781$3,227
MICROSOFT 18,845 -314 $2,557
     MSFT18,845-314$2,557
ISHARES MSCI EAFE SMALL CAP ETF (SCZ) 42,679 +8,406 $2,466
     SCZ42,679+8,406$2,466
ISHARES TR KLD 400 SOCIAL INDEX FD (DSI) 20,595 +1,544 $2,270
     DSI20,595+1,544$2,270
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND (FVD) 61,551 +5,295 $2,085
     FVD61,551+5,295$2,085
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF (SPHD) 47,932 +5,394 $2,015
     SPHD47,932+5,394$2,015
ISHARES MSCI EAFE ESG SELECT ETF (ESGD) 30,973 +1,022 $2,004
     ESGD30,973+1,022$2,004
SPDR S&P 500 ETF (SPY) 6,531 +24 $1,931
     SPY6,531+24$1,931
PFIZER INC COM 38,119 -126 $1,668
     PFE38,119-126$1,668
MAGNA INTL INC CL A 33,119 -1,697 $1,611
     MGA33,119-1,697$1,611
BERKSHIRE HATHAWAY INC DEL CL B NEW      $1,495
     BRK.B3,966+312$851
     BRK.A2UNCH$644
AMERICAN TOWER CORP 6,460 -74 $1,307
     AMT6,460-74$1,307
WALMART INC COM 11,150 +603 $1,233
     WMT11,150+603$1,233
UNION PACIFIC CORP COM 7,230 -164 $1,231
     UNP7,230-164$1,231
ACCENTURE LTD BERMUDA CL A 6,524 -3,264 $1,219
     ACN6,524-3,264$1,219
EXXON MOBIL CORP COM 15,706 +332 $1,202
     XOM15,706+332$1,202
AMAZON.COM INC 697 -24 $1,139
     AMZN697-24$1,139
ISHARES MSCI EAFE ETF (EFA) 14,534 +507 $960
     EFA14,534+507$960
PROCTER AND GAMBLE CO COM 8,605 +552 $951
     PG8,605+552$951
ISHARES 1 3 YR CREDIT BOND ETF (IGSB) 17,475 +13 $932
     IGSB17,475+13$932
VERIZON COMMUNICATIONS 15,548 -826 $881
     VZ15,548-826$881
FACEBOOK INC CL A 4,432 +734 $855
     FB4,432+734$855
ISHARES MORNINGSTAR LARGE GROWTH ETF (JKE) 4,370 -1 $846
     JKE4,370-1$846
DISNEY WALT CO COM DISNEY 5,414 +142 $767
     DIS5,414+142$767
JPMORGAN CHASE & CO COM 6,627 -349 $753
     JPM6,627-349$753
ISHARES TR S&P GLOBAL 100 INDEXFD (IOO) 14,941 +198 $736
     IOO14,941+198$736
VANGUARD RUSSELL2000 INDEX FD ETF (VTWO) 5,770 +21 $725
     VTWO5,770+21$725
DEERE & CO COM 4,125 +8 $681
     DE4,125+8$681
POWERSHARES QQQ TR (QQQ) 3,536 +6 $669
     QQQ3,536+6$669
HOME DEPOT 3,169 +69 $666
     HD3,169+69$666
BIOGEN IDEC INC 2,572 -15 $606
     BIIB2,572-15$606

See Full List: All Stocks Held By Baystate Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Baystate Wealth Management LLC

Size ($ in 1000's)
At 06/30/2019: $762,663
At 03/31/2019: $755,547

Baystate Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Baystate Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

Baystate Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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