Boston Financial Mangement LLC Incresed Positions in Q4 2024

Boston Financial Mangement LLC

  • $3.18 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
3.25K
+ 0.46%
$221.69 - $259.02 $720K - $841K
716K $179M
CPRT
Copart Inc

Consumer Cyclical
11.1K
+ 0.56%
$51.36 - $63.8 $570K - $709K
2M $115M
VTI
Vanguard Total Stock Market Et

ETFs
31.2K
+ 101.95%
$280.04 - $302.45 $8.75M - $9.45M
61.9K $17.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
8.69K
+ 28.56%
$567.81 - $607.81 $4.94M - $5.28M
39.1K $22.9M
VRSN
Verisign Inc

Technology
11.2K
+ 6.57%
$176.68 - $206.96 $1.98M - $2.32M
182K $37.6M
BR
Broadridge Financial Solutions, Inc.

Technology
4K
+ 1.04%
$209.64 - $236.44 $839K - $946K
388K $87.7M
PFE
Pfizer Inc

Healthcare
263K
+ 33.28%
$24.8 - $30.19 $6.53M - $7.95M
1.05M $28M
AVGO
Broadcom Inc.

Technology
1.86K
+ 2.43%
$159.67 - $250.0 $297K - $465K
78.5K $18.2M
MA
Mastercard Inc

Financial Services
159
+ 0.12%
$491.3 - $536.15 $78.1K - $85.2K
134K $70.6M
CME
Cme Group Inc.

Financial Services
4.88K
+ 1.73%
$221.17 - $246.02 $1.08M - $1.2M
287K $66.7M
FICO
Fair Isaac Corp

Technology
322
+ 0.46%
$1911.01 - $2382.4 $615K - $767K
71K $141M
APH
Amphenol Corp

Technology
5.93K
+ 0.78%
$62.07 - $75.35 $368K - $447K
770K $53.5M
GOOGL
Alphabet Inc.

Communication Services
1.47K
+ 1.05%
$161.86 - $196.66 $238K - $289K
142K $26.8M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
40K
+ 36.44%
$81.68 - $82.93 $3.27M - $3.32M
150K $12.3M
MORN
Morningstar, Inc.

Financial Services
4.3K
+ 6.98%
$312.56 - $358.78 $1.34M - $1.54M
65.9K $22.2M
JPM
Jpmorgan Chase & CO

Financial Services
1.01K
+ 1.3%
$205.18 - $250.29 $208K - $253K
78.7K $18.9M
IWM
Ishares Russell 2000 ETF

ETFs
10.1K
+ 39.1%
$216.13 - $242.4 $2.18M - $2.45M
35.9K $7.93M
XLE
Energy Sector Spdr

ETFs
18.5K
+ 291.56%
$83.32 - $97.27 $1.54M - $1.8M
24.9K $2.13M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
212
+ 0.85%
$1146.59 - $1270.6 $243K - $269K
25.1K $29.7M
NVDA
Nvidia Corp

Technology
2.15K
+ 4.33%
$117.0 - $148.88 $251K - $319K
51.7K $6.94M
ORI
Old Republic International Corp

Financial Services
9.01K
+ 1.16%
$34.4 - $38.98 $310K - $351K
785K $28.4M
MSCI
Msci Inc.

Financial Services
669
+ 2.21%
$569.09 - $635.99 $381K - $425K
30.9K $18.6M
NOW
Service Now, Inc.

Technology
4
+ 0.08%
$867.18 - $1148.42 $3.47K - $4.59K
4.78K $5.06M
XOM
Exxon Mobil Corp

Energy
10.3K
+ 20.01%
$105.51 - $125.37 $1.09M - $1.3M
62K $6.67M
ADP
Automatic Data Processing Inc

Industrials
114
+ 0.37%
$280.08 - $307.97 $31.9K - $35.1K
31K $9.09M
CSCO
Cisco Systems, Inc.

Technology
2.25K
+ 3.45%
$52.45 - $60.02 $118K - $135K
67.5K $4M
MS
Morgan Stanley

Financial Services
3.32K
+ 67.82%
$104.42 - $134.99 $346K - $447K
8.2K $1.03M
FSV
First Service Corp

Real Estate
4.77K
+ 1.93%
$176.17 - $197.05 $840K - $939K
251K $45.5M
META
Meta Platforms, Inc.

Communication Services
287
+ 1.49%
$554.08 - $632.68 $159K - $182K
19.5K $11.5M
AJG
Arthur J. Gallagher & Co.

Financial Services
859
+ 0.88%
$278.49 - $315.16 $239K - $271K
98.1K $27.9M
IEFA
Ishares Tr

ETFs
7.89K
+ 59.77%
$70.06 - $77.43 $552K - $611K
21.1K $1.48M
TSLA
Tesla, Inc.

Consumer Cyclical
43
+ 1.61%
$213.65 - $479.86 $9.19K - $20.6K
2.72K $1.1M
SYK
Stryker Corp

Healthcare
1.16K
+ 5.68%
$345.14 - $392.15 $401K - $456K
21.6K $7.78M
WMT
Walmart Inc.

Consumer Defensive
1.25K
+ 4.25%
$79.1 - $95.7 $98.5K - $119K
30.5K $2.76M
BAC
Bank Of America Corp

Financial Services
2.54K
+ 3.85%
$39.22 - $47.77 $99.7K - $121K
68.5K $3.01M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
21.4K
+ 4.74%
$63.15 - $75.4 $1.35M - $1.62M
474K $30.4M
IEMG
Ishares Inc

ETFs
6.1K
+ 3.85%
N/A
165K $8.83M
EQIX
Equinix Inc

Real Estate
140
+ 4.13%
$865.69 - $985.0 $121K - $138K
3.53K $3.32M
INDB
Independent Bank Corp

Financial Services
4.45K
+ 127.53%
$56.88 - $74.97 $253K - $333K
7.93K $509K
UAMY
United States Antimony Corp

Basic Materials
111K
+ 102.64%
$0.52 - $2.09 $57.5K - $231K
218K $383K
PM
Philip Morris International Inc.

Consumer Defensive
2.45K
+ 113.25%
$118.38 - $133.06 $290K - $326K
4.62K $555K
CSX
Csx Corp

Industrials
10.7K
+ 41.91%
$31.58 - $36.88 $339K - $396K
36.3K $1.17M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
8.37K
+ 1.69%
N/A
503K $15.9M
ETN
Eaton Corp PLC

Industrials
775
+ 15.8%
$326.96 - $377.52 $253K - $293K
5.68K $1.89M
PAYX
Paychex Inc

Industrials
1.73K
+ 103.66%
$135.86 - $148.73 $235K - $257K
3.4K $476K
SYY
Sysco Corp

Consumer Defensive
3.5K
+ 35.26%
$73.63 - $81.77 $258K - $286K
13.4K $1.03M
HON
Honeywell International Inc

Industrials
368
+ 5.59%
$202.84 - $236.0 $74.6K - $86.8K
6.95K $1.57M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
332
+ 2.05%
$563.99 - $620.12 $187K - $206K
16.5K $9.4M
SEIC
Sei Investments CO

Financial Services
4
+ 0.03%
$69.36 - $86.58 $277 - $346
14K $1.16M
Activity Summary
Buys All Purchases 186 New Holdings 26 Increased Positions 160 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 2 Puts 0
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