
Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
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674,921 | +5,108 | $107,016 |
IWY | 674,921 | +5,108 | $107,016 |
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2,713,924 | +391,019 | $88,311 |
SPDW | 2,713,924 | +391,019 | $88,311 |
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515,160 | -90,327 | $84,306 |
PRF | 515,160 | -90,327 | $84,306 |
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179,063 | -1,790 | $79,810 |
IVV | 179,063 | -1,790 | $79,810 |
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441,407 | +13,804 | $62,724 |
VTV | 441,407 | +13,804 | $62,724 |
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1,195,559 | +25,353 | $60,137 |
ICSH | 1,195,559 | +25,353 | $60,137 |
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1,090,772 | +1,090,772 | $53,426 |
OMFL | 1,090,772 | +1,090,772 | $53,426 |
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773,476 | +32,905 | $52,210 |
IEFA | 773,476 | +32,905 | $52,210 |
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487,358 | +50,119 | $47,737 |
AGG | 487,358 | +50,119 | $47,737 |
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600,229 | -135,243 | $43,835 |
IWR | 600,229 | -135,243 | $43,835 |
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1,483,093 | +20,466 | $43,662 |
SPSB | 1,483,093 | +20,466 | $43,662 |
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916,914 | +65,260 | $37,300 |
VWO | 916,914 | +65,260 | $37,300 |
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468,213 | -37,292 | $34,034 |
BND | 468,213 | -37,292 | $34,034 |
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343,324 | -87,867 | $31,548 |
VIOO | 343,324 | -87,867 | $31,548 |
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75,853 | +81 | $23,142 |
SYK | 75,853 | +81 | $23,142 |
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241,244 | -148,130 | $22,626 |
VLUE | 241,244 | -148,130 | $22,626 |
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167,751 | +6,113 | $22,625 |
QUAL | 167,751 | +6,113 | $22,625 |
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840,928 | +32,665 | $22,133 |
RODM | 840,928 | +32,665 | $22,133 |
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515,639 | -10,936 | $20,399 |
EEM | 515,639 | -10,936 | $20,399 |
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264,277 | +24,613 | $13,771 |
SPLG | 264,277 | +24,613 | $13,771 |
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63,931 | +297 | $12,401 |
AAPL | 63,931 | +297 | $12,401 |
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390,702 | +15,520 | $11,920 |
GWX | 390,702 | +15,520 | $11,920 |
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409,625 | +409,625 | $11,191 |
DFAI | 409,625 | +409,625 | $11,191 |
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373,265 | +373,265 | $9,906 |
DUHP | 373,265 | +373,265 | $9,906 |
![]() |
319,150 | +319,150 | $8,202 |
DFSV | 319,150 | +319,150 | $8,202 |
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74,894 | +2,560 | $7,994 |
MUB | 74,894 | +2,560 | $7,994 |
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96,246 | +4,128 | $7,804 |
SHY | 96,246 | +4,128 | $7,804 |
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34,822 | -4,921 | $7,667 |
VO | 34,822 | -4,921 | $7,667 |
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30,632 | -233 | $5,938 |
UFPT | 30,632 | -233 | $5,938 |
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19,964 | +3,858 | $5,649 |
VUG | 19,964 | +3,858 | $5,649 |
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16,455 | +563 | $5,604 |
MSFT | 16,455 | +563 | $5,604 |
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64,513 | -1,599 | $5,430 |
DSI | 64,513 | -1,599 | $5,430 |
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88,556 | -8,290 | $5,223 |
SCZ | 88,556 | -8,290 | $5,223 |
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220,885 | +220,885 | $5,182 |
DFAE | 220,885 | +220,885 | $5,182 |
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68,930 | -1,860 | $5,027 |
ESGD | 68,930 | -1,860 | $5,027 |
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18,207 | +1,483 | $5,010 |
IWF | 18,207 | +1,483 | $5,010 |
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28,480 | +627 | $4,714 |
JNJ | 28,480 | +627 | $4,714 |
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38,056 | +38,056 | $4,577 |
NSRGY | 38,056 | +38,056 | $4,577 |
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81,091 | +81,091 | $3,819 |
RDVY | 81,091 | +81,091 | $3,819 |
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131,007 | +44,158 | $3,706 |
SPTI | 131,007 | +44,158 | $3,706 |
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53,943 | +4,376 | $3,691 |
BNDW | 53,943 | +4,376 | $3,691 |
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36,818 | +3,278 | $3,513 |
EFG | 36,818 | +3,278 | $3,513 |
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59,840 | +2,146 | $3,445 |
FNDX | 59,840 | +2,146 | $3,445 |
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108,899 | +2,353 | $3,256 |
SPTL | 108,899 | +2,353 | $3,256 |
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68,392 | +4,719 | $3,226 |
DOL | 68,392 | +4,719 | $3,226 |
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32,704 | +13,476 | $3,187 |
ESGU | 32,704 | +13,476 | $3,187 |
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15,101 | +1,482 | $3,061 |
VV | 15,101 | +1,482 | $3,061 |
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88,175 | +139 | $3,055 |
NULV | 88,175 | +139 | $3,055 |
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27,929 | +1,989 | $3,041 |
IYW | 27,929 | +1,989 | $3,041 |
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42,664 | +42,664 | $3,030 |
SCHM | 42,664 | +42,664 | $3,030 |
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
![]() At 06/30/2023: $1,294,197 At 03/31/2023: $1,149,293 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 |