Stock Taper

BAYSTATE WEALTH MANAGEMENT LLC

Latest 13F filing data - Q4 2023

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Atai Beckley Inc.ATAI300$423
UWM Holdings CorporationUWMC300$2.15K
Ventas, Inc.VTR301$15.03K
Ardagh Metal Packaging S.A.AMBP306$1.18K
North European Oil Royalty TrustNRT317$1.85K
PulteGroup, Inc.PHM319$32.97K
Hewlett Packard Enterprise CompanyHPE320$5.44K
IDEXX Laboratories, Inc.IDXX322$178.73K
KKR & Co. Inc.KKR325$26.99K
The Wendy's CompanyWEN327$6.38K
3M CompanyMMM328$35.88K
Fox CorporationFOXA329$9.76K
Alibaba Group Holding LimitedBABA333$25.81K
Brookfield Asset Management Ltd.BAM337$13.54K
Columbia Banking System, Inc.COLB339$9.05K
Shopify Inc.SHOP340$26.49K
The Boeing CompanyBA340$88.83K
MidCap Financial Investment CorporationMFIC342$4.68K
Valvoline Inc.VVV343$12.89K
Medtronic plcMDT350$28.85K