Boston Financial Mangement LLC Incresed Positions in Q3 2024

Boston Financial Mangement LLC

  • $3.23 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FSV
First Service Corp

Real Estate
49.8K
+ 25.29%
$152.13 - $183.13 $7.57M - $9.12M
247K $45M
CCOI
Cogent Communications Holdings, Inc.

Communication Services
16.5K
+ 2.79%
$54.78 - $76.51 $905K - $1.26M
610K $46.3M
CACI
Caci International Inc

Technology
23.8K
+ 78.8%
$427.76 - $427.76 $10.2M - $10.2M
54.1K $23.1M
EFX
Equifax Inc

Industrials
3.37K
+ 3.23%
$236.42 - $307.13 $797K - $1.04M
108K $31.6M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
26.8K
+ 3.62%
$75.88 - $83.21 $2.04M - $2.23M
769K $64M
DHR
Danaher Corp

Healthcare
2.72K
+ 1.68%
$239.25 - $280.76 $651K - $764K
164K $45.7M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
57.9K
+ 13.43%
$49.82 - $52.8 $2.88M - $3.05M
489K $25.7M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
54.7K
+ 6.76%
$51.02 - $52.74 $2.79M - $2.89M
864K $45.5M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
2.27K
+ 0.5%
$56.16 - $68.57 $127K - $156K
452K $30M
VGIT
Vanguard Intermediate Term Tre

ETFs
48.4K
+ 14.2%
$57.8 - $60.8 $2.8M - $2.94M
389K $23.5M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
668
+ 2.76%
$1015.62 - $1159.62 $678K - $775K
24.8K $28.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9.79K
+ 1.81%
$57.32 - $62.65 $561K - $613K
552K $34.4M
AJG
Arthur J. Gallagher & Co.

Financial Services
260
+ 0.27%
$259.22 - $299.75 $67.4K - $77.9K
97.3K $27.4M
IWB
Ishares Tr Russell 1000 ETF

ETFs
3.81K
+ 6.54%
$283.28 - $314.39 $1.08M - $1.2M
62.1K $19.5M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
17.7K
+ 19.3%
$81.31 - $83.29 $1.44M - $1.48M
110K $9.12M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.17K
+ 1.79%
$105.53 - $118.34 $229K - $257K
123K $14.4M
ABBV
Abb Vie Inc.

Healthcare
1.28K
+ 4.23%
$163.84 - $199.33 $210K - $256K
31.6K $6.24M
NEM
Newmont Corp

Basic Materials
525
+ 0.63%
$41.65 - $55.85 $21.9K - $29.3K
84K $4.49M
JPM
Jpmorgan Chase & CO

Financial Services
699
+ 0.91%
$194.9 - $224.8 $136K - $157K
77.7K $16.4M
SYK
Stryker Corp

Healthcare
871
+ 4.45%
$315.94 - $371.96 $275K - $324K
20.4K $7.39M
ABT
Abbott Laboratories

Healthcare
531
+ 0.82%
$100.07 - $118.13 $53.1K - $62.7K
65.6K $7.48M
BX
Blackstone Inc.

Financial Services
275
+ 1.23%
$120.77 - $159.66 $33.2K - $43.9K
22.7K $3.47M
UNH
Unitedhealth Group Inc

Healthcare
87
+ 1.05%
$488.01 - $604.18 $42.5K - $52.6K
8.34K $4.87M
NOW
Service Now, Inc.

Technology
162
+ 3.51%
$730.87 - $937.36 $118K - $152K
4.77K $4.27M
IAU
Ishares Gold Trust

ETFs
948
+ 1.01%
$44.06 - $50.5 $41.8K - $47.9K
94.7K $4.71M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
2.5K
+ 3.6%
$41.22 - $51.19 $103K - $128K
72K $3.51M
SPGI
S&P Global Inc.

Financial Services
43
+ 0.57%
$446.32 - $527.38 $19.2K - $22.7K
7.54K $3.9M
VTI
Vanguard Total Stock Market Et

ETFs
202
+ 0.66%
$255.18 - $283.2 $51.5K - $57.2K
30.6K $8.68M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
7.8K
+ 7.31%
$35.73 - $39.48 $279K - $308K
115K $4.48M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.66K
+ 3.79%
$64.35 - $75.71 $107K - $126K
45.5K $3.35M
SLV
I Shares Silver Trust

ETFs
11.9K
+ 15.0%
$24.33 - $29.38 $289K - $349K
91K $2.59M
ITW
Illinois Tool Works Inc

Industrials
858
+ 8.63%
$233.14 - $263.97 $200K - $226K
10.8K $2.83M
CEG
Constellation Energy Corp

Utilities
279
+ 4.23%
$167.08 - $262.86 $46.6K - $73.3K
6.87K $1.79M
WMT
Walmart Inc.

Consumer Defensive
1.04K
+ 3.69%
$66.91 - $81.4 $69.7K - $84.7K
29.3K $2.36M
ORCL
Oracle Corp

Technology
50
+ 0.35%
$125.9 - $170.35 $6.3K - $8.52K
14.3K $2.44M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.45K
+ 1.68%
$41.9 - $48.26 $60.9K - $70.2K
87.9K $4.2M
CRM
Salesforce, Inc.

Technology
11
+ 0.05%
$238.42 - $276.53 $2.62K - $3.04K
23.9K $6.53M
ROST
Ross Stores, Inc.

Consumer Cyclical
1.4K
+ 3.87%
$136.06 - $155.24 $190K - $217K
37.6K $5.65M
ECL
Ecolab Inc.

Basic Materials
334
+ 1.89%
$228.86 - $255.76 $76.4K - $85.4K
18K $4.6M
CSCO
Cisco Systems, Inc.

Technology
342
+ 0.53%
$44.74 - $53.22 $15.3K - $18.2K
65.3K $3.47M
OTIS
Otis Worldwide Corp

Industrials
2.01K
+ 9.32%
$91.43 - $104.43 $184K - $210K
23.6K $2.45M
GOLD
Barrick Gold Corp

Basic Materials
1K
+ 0.94%
$16.56 - $21.01 $16.6K - $21K
107K $2.13M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
2.81K
+ 6.15%
$46.13 - $52.38 $129K - $147K
48.5K $2.5M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
3.63K
+ 4.58%
$47.95 - $49.61 $174K - $180K
82.9K $4.1M
IQV
Iqvia Holdings Inc.

Healthcare
327
+ 4.47%
$206.81 - $251.55 $67.6K - $82.3K
7.64K $1.81M
PEP
Pepsico Inc

Consumer Defensive
179
+ 0.46%
$161.9 - $179.3 $29K - $32.1K
39.2K $6.67M
SYY
Sysco Corp

Consumer Defensive
2.19K
+ 28.34%
$69.16 - $78.98 $152K - $173K
9.93K $774K
ICE
Intercontinental Exchange, Inc.

Financial Services
12
+ 0.13%
$136.93 - $162.81 $1.64K - $1.95K
9.06K $1.45M
TAP
Molson Coors Beverage CO

Consumer Defensive
827
+ 4.42%
$49.94 - $57.52 $41.3K - $47.6K
19.5K $1.12M
Activity Summary
Buys All Purchases 94 New Holdings 13 Increased Positions 81 Sells All Sells 170 Reductions 170 Sold out 0 Options Calls 0 Puts 0
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