Abbot Financial Management, Inc. Incresed Positions in Q3 2025

Abbot Financial Management, Inc.

  • $229 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
10
+ 0.06%
$433.97 - $484.08 $4.34K - $4.84K
17.3K $8.28M
BX
Blackstone Inc.

Financial Services
102
+ 0.35%
$152.77 - $188.68 $15.6K - $19.2K
29.4K $5.02M
MRK
Merck & Co., Inc.

Healthcare
2.81K
+ 8.22%
$77.6 - $87.37 $218K - $246K
37K $3.1M
LMT
Lockheed Martin Corp

Industrials
50
+ 0.75%
$410.74 - $499.21 $20.5K - $25K
6.72K $3.35M
AMD
Advanced Micro Devices Inc

Technology
206
+ 2.68%
$134.8 - $184.42 $27.8K - $38K
7.9K $1.28M
XLF
Financial Sector Spdr

ETFs
1.31K
+ 1.7%
$51.37 - $54.25 $67.4K - $71.2K
78.6K $4.23M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
3.73K
+ 18.69%
$45.26 - $46.63 $169K - $174K
23.7K $1.1M
CVX
Chevron Corp

Energy
462
+ 6.8%
$145.57 - $161.83 $67.3K - $74.8K
7.25K $1.13M
CB
Chubb LTD

Financial Services
492
+ 12.68%
$265.99 - $289.59 $131K - $142K
4.37K $1.23M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.09K
+ 8.41%
$53.81 - $57.52 $58.5K - $62.6K
14K $806K
IXC
Ishares Tr Global Energy ETF

ETFs
767
+ 3.89%
$39.45 - $42.95 $30.3K - $32.9K
20.5K $855K
COST
Costco Wholesale Corp

Consumer Defensive
169
+ 13.9%
$915.95 - $994.57 $155K - $168K
1.39K $1.28M
RSP
Invesco S&P 500 Equal Weight E

ETFs
153
+ 2.78%
$181.56 - $190.33 $27.8K - $29.1K
5.67K $1.07M
IRM
Iron Mountain Inc

Real Estate
634
+ 5.81%
$89.46 - $104.46 $56.7K - $66.2K
11.6K $1.18M
VTI
Vanguard Total Stock Market Et

ETFs
30
+ 2.13%
$303.93 - $329.86 $9.12K - $9.9K
1.44K $471K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.11%
$420.11 - $472.68 $420 - $473
897 $420K
CRWD
Crowd Strike Holdings, Inc.

Technology
157
+ 6.03%
$412.46 - $514.1 $64.8K - $80.7K
2.76K $1.35M
TXN
Texas Instruments Inc

Technology
90
+ 0.99%
N/A
9.22K $1.79M
AMZN
Amazon Com Inc

Consumer Cyclical
55
+ 0.33%
$211.65 - $238.24 $11.6K - $13.1K
16.8K $3.68M
PGF
Invesco Exchange Traded Fd Tr

ETFs
17
+ 0.12%
$14.11 - $14.94 $240 - $254
13.8K $201K
PEN
Penumbra Inc

Healthcare
42
+ 1.31%
$227.15 - $287.09 $9.54K - $12.1K
3.25K $824K
LNG
Cheniere Energy, Inc.

Energy
94
+ 2.41%
$222.68 - $244.28 $20.9K - $23K
4K $939K
NTRA
Natera, Inc.

Healthcare
103
+ 1.98%
$133.66 - $181.11 $13.8K - $18.7K
5.3K $852K
EMR
Emerson Electric CO

Industrials
80
+ 0.46%
$128.6 - $149.63 $10.3K - $12K
17.6K $2.31M
NOW
Service Now, Inc.

Technology
14
+ 2.87%
$850.86 - $1044.69 $11.9K - $14.6K
502 $461K
CRM
Salesforce, Inc.

Technology
171
+ 5.48%
$231.66 - $273.65 $39.6K - $46.8K
3.29K $780K
MELI
Mercadolibre Inc

Consumer Cyclical
14
+ 2.88%
$2292.04 - $2514.05 $32.1K - $35.2K
500 $1.17M
NFLX
Netflix Inc

Communication Services
20
+ 1.55%
$1147.87 - $1297.18 $23K - $25.9K
1.31K $1.57M
Activity Summary
Buys All Purchases 34 New Holdings 5 Increased Positions 29 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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