Abbot Financial Management, Inc. Purchases in Q2 2025

Abbot Financial Management, Inc.

  • $213 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
1.16K
New
$484.66 - $738.09 $561K - $854K
1.16K $853K
GOOGL
Alphabet Inc.

Communication Services
59
+ 0.16%
$144.7 - $178.6 $8.54K - $10.5K
36.9K $6.5M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
12.9K
New
$45.88 - $54.4 $593K - $704K
12.9K $703K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.24K
+ 5.48%
$57.46 - $75.58 $129K - $169K
43.1K $3.25M
BAC
Bank Of America Corp

Financial Services
708
+ 0.71%
$34.39 - $47.46 $24.3K - $33.6K
99.9K $4.73M
NFLX
Netflix Inc

Communication Services
55
+ 4.45%
$855.86 - $1339.13 $47.1K - $73.7K
1.29K $1.73M
BX
Blackstone Inc.

Financial Services
2K
+ 7.33%
$120.07 - $151.11 $240K - $302K
29.3K $4.38M
AMZN
Amazon Com Inc

Consumer Cyclical
335
+ 2.04%
$167.32 - $223.3 $56.1K - $74.8K
16.7K $3.67M
AMD
Advanced Micro Devices Inc

Technology
1.85K
+ 31.54%
$78.21 - $143.81 $144K - $265K
7.7K $1.09M
NTRA
Natera, Inc.

Healthcare
2.12K
+ 68.94%
$132.23 - $171.87 $280K - $364K
5.2K $877K
MELI
Mercadolibre Inc

Consumer Cyclical
14
+ 2.97%
$1794.73 - $2613.63 $25.1K - $36.6K
486 $1.27M
COST
Costco Wholesale Corp

Consumer Defensive
303
+ 33.19%
$908.13 - $1056.85 $275K - $320K
1.22K $1.2M
DXCM
Dexcom Inc

Healthcare
1.28K
+ 10.84%
$59.83 - $87.57 $76.8K - $112K
13.1K $1.15M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.59K
+ 40.64%
$152.93 - $181.74 $244K - $290K
5.51K $1M
SHOP
Shopify Inc.

Technology
990
+ 10.24%
$76.89 - $115.35 $76.1K - $114K
10.7K $1.23M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
435
New
$456.74 - $568.03 $199K - $247K
435 $247K
PLTR
Palantir Technologies Inc.

Technology
1.75K
New
$74.01 - $144.25 $130K - $252K
1.75K $238K
UNH
Unitedhealth Group Inc

Healthcare
732
New
$274.35 - $599.47 $201K - $439K
732 $228K
LMT
Lockheed Martin Corp

Industrials
158
+ 2.43%
$430.82 - $486.45 $68.1K - $76.9K
6.67K $3.09M
ADBE
Adobe Inc.

Technology
433
+ 22.33%
$340.0 - $420.68 $147K - $182K
2.37K $917K
RTX
Raytheon Technologies Corp

Industrials
215
+ 2.13%
$113.75 - $148.48 $24.5K - $31.9K
10.3K $1.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
150
+ 12.11%
$496.48 - $617.85 $74.5K - $92.7K
1.39K $858K
QQQ
Invesco Qqq Trust, Series 1

ETFs
75
+ 5.68%
$416.06 - $551.64 $31.2K - $41.4K
1.4K $770K
FANG
Diamondback Energy, Inc.

Energy
1.7K
+ 40.3%
$119.25 - $161.49 $203K - $275K
5.92K $813K
CB
Chubb LTD

Financial Services
587
+ 17.82%
$274.32 - $302.46 $161K - $178K
3.88K $1.12M
LNG
Cheniere Energy, Inc.

Energy
311
+ 8.66%
$197.25 - $244.33 $61.3K - $76K
3.9K $950K
GS
Goldman Sachs Group Inc

Financial Services
30
+ 5.02%
$462.22 - $707.75 $13.9K - $21.2K
628 $444K
CRM
Salesforce, Inc.

Technology
375
+ 13.65%
$236.26 - $291.15 $88.6K - $109K
3.12K $851K
VTV
Vanguard Value ETF

ETFs
450
+ 7.73%
$153.67 - $176.74 $69.2K - $79.5K
6.27K $1.11M
HD
Home Depot, Inc.

Consumer Cyclical
177
+ 2.19%
$335.24 - $380.78 $59.3K - $67.4K
8.27K $3.03M
PEN
Penumbra Inc

Healthcare
347
+ 12.11%
$253.22 - $299.78 $87.9K - $104K
3.21K $824K
XLC
Select Sector Spdr Tr Communic

ETFs
100
+ 3.25%
$86.13 - $108.53 $8.61K - $10.9K
3.18K $344K
KMI
Kinder Morgan, Inc.

Energy
10
+ 0.02%
$25.21 - $29.4 $252 - $294
45.5K $1.34M
ABT
Abbott Laboratories

Healthcare
13
+ 0.2%
$123.95 - $138.08 $1.61K - $1.8K
6.56K $892K
TXN
Texas Instruments Inc

Technology
105
+ 1.16%
N/A
9.13K $1.78M
T
At&T Inc.

Communication Services
7
+ 0.03%
$26.33 - $28.94 $184 - $203
24K $695K
VIG
Vanguard Dividend Appreciation

ETFs
56
+ 0.25%
N/A
22.1K $4.03M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
17
+ 0.09%
$44.68 - $45.96 $760 - $781
20K $914K
Barrick Mng Corp
13.7K
New
N/A
13.7K $0
PGF
Invesco Exchange Traded Fd Tr

ETFs
17
+ 0.12%
$13.7 - $14.31 $233 - $243
13.8K $194K
PNNT
Pennantpark Investment Corp

Financial Services
5
+ 0.01%
$5.91 - $7.08 $29.6 - $35.4
74.5K $509K
IXC
Ishares Tr Global Energy ETF

ETFs
69
+ 0.35%
$34.69 - $42.32 $2.39K - $2.92K
19.7K $775K
VHT
Vanguard Health Care ETF

ETFs
62
+ 1.25%
$236.71 - $261.92 $14.7K - $16.2K
5.04K $1.25M
BMY
Bristol Myers Squibb CO

Healthcare
100
+ 1.06%
$44.12 - $59.6 $4.41K - $5.96K
9.54K $441K
MRK
Merck & Co., Inc.

Healthcare
2.19K
+ 6.84%
$73.47 - $87.12 $161K - $191K
34.2K $2.71M
AAPL
Apple Inc.

Technology
1.81K
+ 3.28%
$172.42 - $223.89 $311K - $404K
56.9K $11.7M
Activity Summary
Buys All Purchases 47 New Holdings 6 Increased Positions 41 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Abbot Financial Management, Inc. Portfolio

Follow Abbot Financial Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Abbot Financial Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Abbot Financial Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email