GURUFOCUS.COM Guru List Institutional Investment Manager (13F) Baystate Wealth Management LLC Stock Picks
Baystate Wealth Management LLC
|Baystate Wealth Management LLC|
|Last update 2023-04-25||1034 Stocks (116 new)|
|Value $1.15 Bil||Turnover 7 %|
Top Holdings: PRF(8.26%) IWY(8.10%) SPDW(6.49%) IVV(6.47%) VTV(5.14%)Portfolio Report
Baystate Wealth Management LLC has disclosed 1034 total holdings in their latest 13F filing with the SEC for the portfolio date of 2023-03-31. The current portfolio value is calculated to be $1.15 Bil. The turnover rate is 7%.
In Baystate Wealth Management LLC's current portfolio as of 2023-03-31, the top 5 holdings are Invesco FTSE RAFI US 1000 ETF (PRF), iShares Russell Top 200 Growth ETF (IWY), SPDR Portfolio Developed World ex-US ETF (SPDW), iShares Core S&P 500 ETF (IVV), Vanguard Value ETF (VTV), not including call and put options. Baystate Wealth Management LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Baystate Wealth Management LLC, as well as holding map, valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Baystate Wealth Management LLC, which include data from 13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Baystate Wealth Management LLC.
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