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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Baystate Wealth Management LLC INSTITUTION : Baystate Wealth Management LLC
Baystate Wealth Management LLC Portfolio (reported on 2020-04-22)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
SPDR S&P WORLD EX US    (ETF) GWL 72,680,000 3,035,921 9.59%
SPDR BARCLAYS CAPITAL SHORT TERM CORP BD    (ETF) SCPB 68,109,000 2,251,530 8.99%
ISHARES LIQUIDITY INCOME ETF    (ETF) ICSH 66,489,000 1,331,106 8.78%
ISHARES RUSSELL TOP 200 GROWTH ETF    (ETF) IWY 65,624,000 779,292 8.66%
INVESCO FTSE RAFI US 1000 ETF    (ETF) 56,652,000 612,849 7.48%
VANGUARD VALUE ETF    (ETF) VTV 40,253,000 451,974 5.31%
ISHARES TR RUSSELL MIDCAP INDEX FD    (ETF) IWR 33,722,000 781,146 4.45%
CONSUMER STAPLES SELECT SECTOR SPDR    (ETF) XLP 33,483,000 614,702 4.42%
IQ HEDGE MULTI STRATEGY TRACKER ETF    (ETF) QAI 33,177,000 1,165,344 4.38%
VANGUARD FTSE EMERGING MARKETS ETF    (ETF) VWO 33,004,000 983,712 4.35%
HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX US) ETF    (ETF) 28,492,000 1,292,753 3.76%
SPDR INDEX SHS FDS S&P INTL SMALL CAP ETF    (ETF) GWX 27,804,000 1,221,085 3.67%
ISHARES S&P 500 INDEX    (ETF) IVV 26,607,000 102,966 3.51%
ISHARES GOLD TRUST ETF    (ETF) IAU 25,121,000 1,666,928 3.31%
SPDR BLOOMBERG BARCLAYS 1 3 MONTH T BILL ETF    (ETF) 24,837,000 271,052 3.28%
ISHARES RUSSELL 2000 VALUE    (ETF) IWN 19,692,000 240,059 2.60%
ISHARES 1 3 YR TREASURY BOND ETF    (ETF) SHY 7,497,000 86,505 0.99%
APPLE INC    (Stock) AAPL 5,436,000 21,378 0.71%
WISDOMTREE TR INTL LARGECAP DIVID FD    (ETF) DOL 4,412,000 119,464 0.58%
JOHNSON JOHNSON COM    (Stock) JNJ 3,819,000 29,126 0.50%
ISHARES CORE MSCI EAFE ETF    (ETF) IEFA 3,572,000 71,598 0.47%
ISHARES MSCI EMERGING MARKETS ETF    (ETF) EEM 3,379,000 99,010 0.44%
WISDOMTREE U.S. MIDCAP DIVIDEND FUND    (ETF) DON 3,348,000 138,558 0.44%
MICROSOFT    (Stock) MSFT 3,317,000 21,033 0.43%
ISHARES TR KLD 400 SOCIAL INDEX FD    (ETF) DSI 3,309,000 33,973 0.43%
SCHWAB US DIVIDEND EQUITY ETF    (ETF) SCHD 2,930,000 65,144 0.38%
SPDR SER TR S&P DIVID ETF    (ETF) SDY 2,216,000 27,745 0.29%
ISHARES MSCI EAFE ESG SELECT ETF    (ETF) 2,206,000 41,492 0.29%
ISHARES RUSSELL 1000 VALUE ETF    (ETF) IWD 1,457,000 14,688 0.19%
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND    (ETF) FVD 1,453,000 52,508 0.19%
PROCTER GAMBLE CO COM    (Stock) PG 1,423,000 12,939 0.18%
ISHARES MSCI EAFE ETF    (ETF) EFA 1,341,000 25,078 0.17%
WALMART INC COM    (Stock) WMT 1,329,000 11,696 0.17%
AMERICAN TOWER CORP    (REIT) AMT 1,318,000 6,055 0.17%
AMAZON.COM INC    (Stock) AMZN 1,256,000 644 0.16%
PFIZER INC COM    (Stock) PFE 1,085,000 33,241 0.14%
MAGNA INTL INC CL A    (Stock) MGA 1,045,000 32,728 0.13%
VANGUARD DIVIDEND APPRECIATION INDEX FUND    (ETF) VIG 1,013,000 9,794 0.13%
UNION PAC CORP COM    (Stock) UNP 954,000 6,766 0.12%
ISHARES RUSSELL TOP 200 VALUE ETF    (ETF) IWX 946,000 21,450 0.12%
ISHARES 1 3 YR CREDIT BOND ETF    (ETF) CSJ 886,000 16,924 0.11%
BIOGEN IDEC INC    (Stock) BIIB 822,000 2,598 0.10%
BERKSHIRE HATHAWAY INC DEL CL B NEW    (Stock) BRK/B 778,000 4,258 0.10%
S P MID CAP 400 DEP RCPTS MID CAP    (ETF) MDY 747,000 2,843 0.09%
FACEBOOK INC CL A    (Stock) FB 717,000 4,296 0.09%
ENDAVA PLC ADS    (ADR) 703,000 20,000 0.09%
POWERSHARES QQQ TR    (ETF) 678,000 3,558 0.08%
ISHARES TR S&P GLOBAL 100 INDEXFD    (ETF) IOO 673,000 15,064 0.08%
NUVEEN ESG MID CAP GROWTH ETF    (ETF) 670,000 22,898 0.08%
VERIZON COMMUNICATIONS    (Stock) VZ 653,000 12,159 0.08%
GOOGLE INC    (Stock) GOOGL 648,000 558 0.08%
SPDR S&P 500 ETF    (ETF) SPY 634,000 2,461 0.08%
JPMORGAN CHASE CO COM    (Stock) JPM 616,000 6,844 0.08%
HOME DEPOT    (Stock) HD 606,000 3,247 0.08%
PEPSICO INC COM    (Stock) PEP 579,000 4,818 0.07%
VANGUARD HIGH DIVIDEND YIELD    (ETF) VYM 571,000 8,065 0.07%
VANGUARD SMALL CAP VALUE ETF    (ETF) VBR 567,000 6,385 0.07%
CISCO SYS INC    (Stock) CSCO 564,000 14,353 0.07%
EXXON MOBIL CORP COM    (Stock) XOM 563,000 14,839 0.07%
NUVEEN ESG MID CAP VALUE ETF    (ETF) 563,000 27,892 0.07%
ISHARES MSCI EM ESG SELECT ETF    (ETF) 560,000 20,449 0.07%
DISNEY WALT CO COM DISNEY    (Stock) DIS 544,000 5,633 0.07%
BERKSHIRE HATHAWAY INC DEL CL A    (Stock) BRK.A 544,000 2 0.07%
VANGUARD RUSSELL2000 INDEX FD ETF    (ETF) VTWO 538,000 5,832 0.07%
ALPHABET INC CAP STK CL C    (Stock) GOOG 476,000 409 0.06%
NEXTERA ENERGY INC COM    (Stock) NEE 468,000 1,945 0.06%
VANGUARD GROWTH ETF    (ETF) VUG 447,000 2,851 0.05%
MERCK CO INC    (Stock) MRK 440,000 5,716 0.05%
VANGUARD MID CAP    (ETF) VO 435,000 3,302 0.05%
ABBOTT LABS COM    (Stock) ABT 427,000 5,411 0.05%
INTL BUSINESS MACHINES    (Stock) IBM 413,000 3,727 0.05%
ISHARES S&P SMALLCAP 600 ETF    (ETF) IJR 405,000 7,214 0.05%
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF    (ETF) NOBL 391,000 6,779 0.05%
GRANITE REAL ESTATE INC COM NPV ISIN CA3874311093 SEDOL B89VGB2    (Stock) GRP/U 376,000 9,104 0.04%
VISA INC    (Stock) V 375,000 2,328 0.04%
AMGEN INC    (Stock) AMGN 375,000 1,848 0.04%
ISHARES ESG MSCI USA SMALL CAP ETF    (ETF) 365,000 18,302 0.04%
ISHARES MSCI JAPAN ETF    (ETF) 348,000 7,056 0.04%
THERMO FISHER SCIENTIFIC INC COM    (Stock) TMO 344,000 1,213 0.04%
ABBVIE INC COM    (Stock) ABBV 325,000 4,267 0.04%
NIKE INC CLASS B    (Stock) NKE 316,000 3,820 0.04%
ISHARES INC MSCI EMUINDEX FD    (ETF) EZU 308,000 10,104 0.04%
AT&T INC COM    (Stock) T 295,000 10,131 0.03%
BK OF AMERICA CORP COM    (Stock) BAC 287,000 13,525 0.03%
ROCKWELL AUTOMATION INC COM    (Stock) ROK 279,000 1,851 0.03%
ISHARES RUSSELL 1000 GROWTH ETF    (ETF) IWF 278,000 1,847 0.03%
UNITED PARCEL SERVICE INC    (Stock) UPS 273,000 2,926 0.03%
DANAHER CORP    (Stock) DHR 273,000 1,972 0.03%
LOWES COS INC COM    (Stock) LOW 258,000 3,002 0.03%
FISERV INC    (Stock) FISV 257,000 2,707 0.03%
STARBUCKS CORP    (Stock) SBUX 251,000 3,817 0.03%
COCA COLA CO COM    (Stock) KO 248,000 5,600 0.03%
VANGUARD FTSE ALL WORLD EX US ETF    (ETF) VSS 244,000 3,115 0.03%
INTEL CORP COM    (Stock) INTC 244,000 4,502 0.03%
VANGUARD MEGA CAP ETF    (ETF) MGC 242,000 2,660 0.03%
AUTOMATIC DATA PROCESSING INC COM    (Stock) ADP 241,000 1,760 0.03%
ISHARES CORE S&P MID CAP ETF    (ETF) IJH 235,000 1,635 0.03%
COMCAST CORP NEW CL A    (Stock) CMCSA 224,000 6,514 0.02%
MASTERCARD INC    (Stock) MA 217,000 897 0.02%
ISHARES TR LEHMAN SHORT TREA BDFD    (ETF) SHV 212,000 1,908 0.02%
HONEYWELL INTL INC    (Stock) HON 210,000 1,571 0.02%
ISHARES MORNINGSTAR LARGE GROWTH ETF    (ETF) JKE 202,000 1,088 0.02%
STRYKER CORP    (Stock) SYK 200,000 1,203 0.02%
ALLSTATE CORP    (Stock) ALL 200,000 2,177 0.02%
GLOBAL PAYMENTS INC    (Stock) GPN 184,000 1,273 0.02%
RAYTHEON TECHNOLOGIES CORP COM    (Stock) 183,000 1,940 0.02%
SHERWIN WILLIAMS CO COM    (Stock) SHW 182,000 395 0.02%
CHEVRON CORP NEW COM    (Stock) CVX 165,000 2,281 0.02%
GENERAL ELECTRIC CO COM    (Stock) GE 160,000 20,153 0.02%
ACCENTURE LTD BERMUDA CL A    (Stock) ACN 156,000 954 0.02%
CIGNA CORP    (Stock) 153,000 863 0.02%
VANGUARD CONSUMER STAPLES INDEX FUND    (ETF) VDC 152,000 1,103 0.02%
3M CO COM    (Stock) MMM 150,000 1,098 0.01%
EVERSOURCE ENERGY COM    (Stock) ES 149,000 1,909 0.01%
SALESFORCE COM    (Stock) CRM 146,000 1,015 0.01%
BECTON DICKINSON CO COM    (Stock) BDX 142,000 618 0.01%
NVIDIA CORP COM    (Stock) NVDA 138,000 525 0.01%
LOCKHEED MARTIN CORP    (Stock) LMT 136,000 402 0.01%
ILLINOIS TOOL WKS INC COM    (Stock) ITW 136,000 957 0.01%
MORGAN STANLEY    (Stock) MS 136,000 3,990 0.01%
ISHARES DJ US TECHNOLOGY    (ETF) IYW 135,000 660 0.01%
ORACLE CORPORATION    (Stock) ORCL 135,000 2,799 0.01%
VANGUARD S&P 500 ETF    (ETF) VOO 130,000 548 0.01%
FINANCIAL SELECT SECTOR SPDR    (ETF) XLF 128,000 6,160 0.01%
BROOKLINE BANCORP INC CMN    (Stock) BRKL 126,000 11,144 0.01%
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF    (ETF) 124,000 4,141 0.01%
MCDONALDS CORP COM    (Stock) MCD 124,000 749 0.01%
CVS HEALTH CORP COM    (Stock) CVS 124,000 2,098 0.01%
PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF    (ETF) 123,000 2,726 0.01%
ADOBE SYS INC    (Stock) ADBE 123,000 388 0.01%
ALPS INTERNATIONAL SECTOR DIVIDEND DOGS ETF    (ETF) IDOG 121,000 6,107 0.01%
CLOROX CO DEL COM    (Stock) CLX 121,000 697 0.01%
GENERAL DYNAMICS CORP COM    (Stock) GD 120,000 904 0.01%
BAXTER INTL INC COM    (Stock) BAX 119,000 1,464 0.01%
COSTCO WHOLESALE CORP    (Stock) COST 118,000 414 0.01%
YUM! BRANDS INC    (Stock) YUM 116,000 1,698 0.01%
UNITEDHEALTH GROUP    (Stock) UNH 114,000 457 0.01%
MARKET VECTORS ETF TR JR GOLD MINERS ETF NEW    (ETF) 109,000 3,862 0.01%
ISHARES INC MSCI GLOBAL SILVER MINERS FD    (ETF) SLVP 102,000 13,312 0.01%
DUKE ENERGY CORP NEW COM NEW    (Stock) DUK 101,000 1,244 0.01%
VANGUARD REIT INDEX ETF    (ETF) VNQ 98,000 1,408 0.01%
ISHARES MSCI EAFE SMALL CAP ETF    (ETF) SCZ 98,000 2,192 0.01%
AIR PRODS CHEMS INC COM    (Stock) APD 96,000 480 0.01%
TEXAS INSTRS INC COM    (Stock) TXN 96,000 961 0.01%
LEAR CORP    (Stock) LEA 93,000 1,144 0.01%
CSX CORP    (Stock) CSX 92,000 1,605 0.01%
COLGATE PALMOLIVE CO COM    (Stock) CL 90,000 1,354 0.01%
PAYCHEX INC    (Stock) PAYX 89,000 1,416 0.01%
ROYAL GOLD INC    (Stock) RGLD 89,000 1,016 0.01%
DIAGEO PLC    (ADR) DEO 88,000 692 0.01%
TJX COS INC NEW COM    (Stock) TJX 86,000 1,792 0.01%
AMERICAN EXPRESS CO COM    (Stock) AXP 85,000 996 0.01%
QUALCOMM INC    (Stock) QCOM 80,000 1,181 0.01%
ISHARES DJ SELECT DIVIDEND    (ETF) DVY 79,000 1,078 0.01%
ESSENTIAL UTILS INC COM    (Stock) 78,000 1,920 0.01%
PHILIP MORRIS INTL INC    (Stock) PM 77,000 1,055 0.01%
PPG INDS INC COM    (Stock) PPG 77,000 920 0.01%
VANGUARD INDEX FDS MID CAP VALUE INDEX VIPER SHS ETF    (ETF) VOE 75,000 918 0.00%
SOUTHERN CO COM    (Stock) SO 75,000 1,384 0.00%
PAYPAL HLDGS INC COM    (Stock) PYPL 74,000 770 0.00%
ROYAL DUTCH SHELL PLC ADR    (ADR) RDS.A 72,000 2,067 0.00%
MEDTRONIC PLC SHS    (Stock) MDT 72,000 801 0.00%
BLACKROCK INC    (Stock) BLK 72,000 164 0.00%
PNC FINL SVCS GROUP INC COM    (Stock) PNC 71,000 739 0.00%
INTERCONTINENTAL EXCHANGE INC COM    (Stock) ICE 71,000 879 0.00%
NORFOLK SOUTHERN CRP    (Stock) NSC 70,000 479 0.00%
CABOT CORP COM    (Stock) CBT 70,000 2,662 0.00%
AVAGO TECHNOLOGIES LTD    (Stock) 69,000 292 0.00%
PEOPLES BK BRIDGEPORT CN    (Stock) PBCT 67,000 6,066 0.00%
VANGUARD MID CAP GROWTH ETF    (ETF) VOT 65,000 514 0.00%
TORONTO DOMINION BANK    (Stock) TD 65,000 1,539 0.00%
PERKINELMER INC COM    (Stock) PKI 65,000 865 0.00%
INDEPENDENT BANK CORP MA    (Stock) INDB 63,000 979 0.00%
L3HARRIS TECHNOLOGIES INC COM    (Stock) 63,000 351 0.00%
PACKAGING CORP OF AMERICA    (Stock) PKG 63,000 721 0.00%
GOLDMAN SACHS GROUP INC    (Stock) GS 63,000 407 0.00%
ISHARES S&P 500 GROWTH ETF    (ETF) IVW 63,000 384 0.00%
EMERSON ELEC CO COM    (Stock) EMR 62,000 1,303 0.00%
TRAVELERS COMPANIES INC COM    (Stock) TRV 61,000 616 0.00%
VANGUARD RUSSELL 2000 VALUE ETF    (ETF) VTWV 60,000 841 0.00%
TECHNOLOGY SELECT SECTOR SPDR    (ETF) XLK 58,000 719 0.00%
BOEING CO COM    (Stock) BA 58,000 387 0.00%
ISHARES NASDAQ BIOTECHNOLOGY    (ETF) IBB 57,000 527 0.00%
NEWMONT CORP COM    (Stock) NEM 57,000 1,252 0.00%
SPDR SER TR DJ WILSHIRE SMALL CAP VALUE ETF    (ETF) DSV 56,000 1,363 0.00%
INTERCONTINENTAL HOTELS GROUP SPONSORED ADS    (ADR) 55,000 1,304 0.00%
FASTENAL CO    (Stock) FAST 55,000 1,773 0.00%
ILLUMINA INC    (Stock) ILMN 55,000 200 0.00%
DOMINION RESOURCES INC    (Stock) D 54,000 744 0.00%
WP CAREY INC COM    (REIT) WPC 54,000 927 0.00%
ISHARES CORE MSCI EMERGING MKTS    (ETF) IEMG 53,000 1,306 0.00%
BLACKSTONE GROUP INC COM CL A    (Stock) 53,000 1,164 0.00%
YUM CHINA HLDGS INC COM    (Stock) 52,000 1,213 0.00%
BEST BUY INC COM    (Stock) BBY 52,000 911 0.00%
CITIGROUP INC    (Stock) C 49,000 1,160 0.00%
CERNER CORP    (Stock) CERN 49,000 778 0.00%
ALTRIA GROUP INC COM    (Stock) MO 48,000 1,251 0.00%
LAS VEGAS SANDS CORP    (Stock) LVS 48,000 1,133 0.00%
MERIDIAN INTERSTATE BANC    (Stock) EBSB 46,000 4,118 0.00%
MONDELEZ INTL INC CL A    (Stock) MDLZ 45,000 895 0.00%
1 2 3 4 Next >Full Portfolio View
Total Value As 2020-03-31: 757,187,000 SEC FILING
* Portfolios do not reflect changes after reporting
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