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
AMP
Ameriprise Financial Inc

Financial Services
143
+ 8.84%
$473.15 - $574.01 $67.7K - $82.1K
1.76K $937K
IBM
International Business Machines Corp

Technology
800
+ 12.83%
$204.9 - $238.04 $164K - $190K
7.04K $1.55M
TJX
Tjx Companies Inc

Consumer Cyclical
668
+ 3.06%
$112.15 - $127.2 $74.9K - $85K
22.5K $2.71M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
3.96K
+ 4.78%
$48.48 - $49.47 $192K - $196K
86.9K $4.23M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
19.9K
+ 270.63%
$22.01 - $66.82 $438K - $1.33M
27.2K $617K
ADSK
Autodesk, Inc.

Technology
460
+ 32.9%
N/A
1.86K $456K
AXP
American Express CO

Financial Services
34
+ 0.86%
$267.35 - $305.57 $9.09K - $10.4K
4.01K $1.19M
DIS
Walt Disney CO

Communication Services
94
+ 1.52%
$92.39 - $117.6 $8.68K - $11.1K
6.29K $700K
TXN
Texas Instruments Inc

Technology
525
+ 10.79%
N/A
5.39K $1.05M
CB
Chubb LTD

Financial Services
439
+ 20.75%
$271.57 - $301.89 $119K - $133K
2.56K $705K
FAST
Fastenal CO

Industrials
1.04K
+ 3.07%
$69.99 - $84.35 $72.6K - $87.5K
34.8K $2.5M
CINF
Cincinnati Financial Corp

Financial Services
2
+ 0.02%
$132.86 - $160.16 $266 - $320
11.7K $1.69M
COP
Conocophillips

Energy
1.08K
+ 31.67%
$95.12 - $114.72 $102K - $123K
4.47K $443K
FISV
Fiserv Inc

Technology
642
+ 17.44%
N/A
4.32K $541K
VXF
Vanguard Extended Market ETF

ETFs
257
+ 10.86%
$179.17 - $207.15 $46K - $53.2K
2.62K $498K
ORCL
Oracle Corp

Technology
697
+ 4.87%
$165.41 - $192.43 $115K - $134K
15K $2.5M
BMY
Bristol Myers Squibb CO

Healthcare
200
+ 2.15%
$51.92 - $59.94 $10.4K - $12K
9.51K $537K
FNF
Fidelity National Financial, Inc.

Financial Services
3.2K
+ 15.18%
$55.19 - $63.83 $177K - $204K
24.3K $1.36M
SPGI
S&P Global Inc.

Financial Services
390
+ 5.17%
$480.36 - $529.17 $187K - $206K
7.93K $3.95M
NSC
Norfolk Southern Corp

Industrials
400
+ 12.41%
$230.6 - $277.0 $92.2K - $111K
3.62K $850K
VIG
Vanguard Dividend Appreciation

ETFs
258
+ 0.55%
N/A
46.8K $8.52M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
2.46K
+ 20.6%
$17.93 - $18.8 $44.1K - $46.3K
14.4K $262K
BSX
Boston Scientific Corp

Healthcare
261
+ 7.41%
$83.62 - $91.5 $21.8K - $23.9K
3.78K $337K
ACN
Accenture PLC

Technology
151
+ 2.3%
$343.9 - $376.86 $51.9K - $56.9K
6.72K $2.36M
SCHW
Schwab Charles Corp

Financial Services
17
+ 0.39%
$63.31 - $82.85 $1.08K - $1.41K
4.33K $320K
RTX
Raytheon Technologies Corp

Industrials
2.26K
+ 5.42%
$114.45 - $127.21 $259K - $288K
44K $5.09M
FDX
Fedex Corp

Industrials
100
+ 12.25%
$260.5 - $305.15 $26.1K - $30.5K
916 $257K
TRV
Travelers Companies, Inc.

Financial Services
6
+ 0.13%
$225.97 - $266.66 $1.36K - $1.6K
4.8K $1.16M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1.89K
+ 5.98%
$24.61 - $25.12 $46.5K - $47.5K
33.5K $826K
APG
A Pi Group Corp

Industrials
150
+ 2.0%
$31.48 - $39.26 $4.72K - $5.89K
7.65K $275K
SONY
Sony Group Corp

Technology
10.6K
+ 402.27%
$17.53 - $96.8 $186K - $1.03M
13.3K $280K
MMM
3 M CO

Industrials
400
+ 11.62%
$124.74 - $137.12 $49.9K - $54.8K
3.84K $495K
XLF
Financial Sector Spdr

ETFs
110
+ 2.46%
$44.89 - $51.34 $4.94K - $5.65K
4.59K $221K
TTE
Total Energies Se

Energy
250
+ 0.51%
N/A
49.4K $3.39M
DE
Deere & CO

Industrials
4
+ 0.16%
$389.45 - $466.0 $1.56K - $1.86K
2.51K $1.06M
ILMN
Illumina, Inc.

Healthcare
11
+ 0.33%
$128.99 - $155.15 $1.42K - $1.71K
3.36K $449K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
779
+ 6.66%
$22.65 - $23.8 $17.6K - $18.5K
12.5K $283K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
383
+ 0.79%
$50.34 - $56.61 $19.3K - $21.7K
48.9K $2.5M
CRH.L
Crh PLC

Basic Materials
3.53K
+ 1.32%
N/A
271K $0
Ferguson Enterprises Inc
1.72K
+ 0.77%
N/A
225K $0
HEIA
Heico Crp Cl A
1.51K
+ 0.87%
N/A
176K $0
Gsk PLC
58
+ 0.71%
N/A
8.18K $0
Linde PLC
503
+ 5.29%
N/A
10K $0
GE
General Electric CO

Industrials
268
+ 12.5%
$159.95 - $194.23 $42.9K - $52.1K
2.41K $402K
VT
Vanguard Total World Stk Index

ETFs
8
+ 0.32%
$117.09 - $123.07 $937 - $985
2.5K $293K
TSCO
Tractor Supply CO

Consumer Cyclical
25.8K
+ 446.2%
$52.59 - $303.74 $1.36M - $7.85M
31.6K $1.68M
EBAY
Ebay Inc

Consumer Cyclical
1
+ 0.03%
$57.51 - $67.17 $57.5 - $67.2
3.43K $212K
VZ
Verizon Communications Inc

Communication Services
530
+ 8.22%
$39.6 - $45.21 $21K - $24K
6.98K $278K
FCX
Freeport Mcmoran Inc

Basic Materials
981
+ 22.86%
$38.08 - $50.82 $37.4K - $49.9K
5.27K $200K
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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