Baystate Wealth Management LLC

Q3 2022 13F Holdings Report, Stock Holdings

Signature - Title
Thomas O'Connor - Chief Compliance Officer
Location
Boston, MA
Holdings as of
September 30, 2022
Value $
$972M
Num holdings
879
Date filed
11/10/2022, 09:03 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included PRF, SPDW, IWY, IVV, and ICSH.
Previous filing
Q2 2022 - Aug 2, 2022
Filing 2022 Q3 compared to 2022 Q2 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Thomas O'Connor Chief Compliance Officer Boston, Massachusetts 11/10/2022