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
SOXX
Ishares Semiconductor ETF

ETFs
10
+ 0.8%
$211.27 - $239.8 $2.11K - $2.4K
1.26K $270K
CSGP
Costar Group, Inc.

Real Estate
1
+ 0.02%
$69.7 - $81.97 $69.7 - $82
6.04K $432K
ADI
Analog Devices Inc

Technology
33
+ 1.93%
$206.35 - $236.48 $6.81K - $7.8K
1.75K $370K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
9.5K
+ 13.19%
$42.32 - $55.35 $402K - $526K
81.5K $3.48M
FNDX
Schwab Fundamental U S Large C

ETFs
40K
+ 196.65%
$23.49 - $71.77 $940K - $2.87M
60.4K $1.43M
SG
Sweetgreen, Inc.

Consumer Cyclical
6
+ 0.06%
$31.7 - $43.97 $190 - $264
9.57K $306K
UPS
United Parcel Service Inc

Industrials
152
+ 2.61%
$122.65 - $138.35 $18.6K - $21K
5.98K $753K
NVS
Novartis Ag

Healthcare
1.03K
+ 12.77%
$96.78 - $117.18 $99.4K - $120K
9.07K $882K
MAS
Masco Corp

Industrials
13
+ 0.33%
$72.52 - $85.73 $943 - $1.11K
4.01K $291K
CAT
Caterpillar Inc

Industrials
3
+ 0.19%
$360.37 - $416.88 $1.08K - $1.25K
1.57K $570K
CTAS
Cintas Corp

Industrials
1
+ 0.04%
$182.7 - $226.47 $183 - $226
2.48K $453K
CMCSA
Comcast Corp

Communication Services
382
+ 2.08%
$37.39 - $45.14 $14.3K - $17.2K
18.7K $703K
PANW
Palo Alto Networks Inc

Technology
18.3K
+ 85.73%
$181.96 - $405.9 $3.32M - $7.41M
39.6K $7.2M
LOW
Lowes Companies Inc

Consumer Cyclical
194
+ 3.35%
$244.52 - $284.07 $47.4K - $55.1K
5.99K $1.48M
D
Dominion Energy, Inc

Utilities
708
+ 2.05%
$52.63 - $60.92 $37.3K - $43.1K
35.2K $1.89M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.17K
+ 3.32%
$57.29 - $63.1 $67.2K - $74K
36.5K $2.09M
MCD
Mcdonalds Corp

Consumer Cyclical
47
+ 0.46%
$288.47 - $316.54 $13.6K - $14.9K
10.3K $2.99M
SLV
I Shares Silver Trust

ETFs
2K
+ 2.2%
$26.33 - $31.74 $52.7K - $63.5K
93K $2.45M
AMD
Advanced Micro Devices Inc

Technology
750
+ 13.26%
$118.88 - $172.8 $89.2K - $130K
6.4K $773K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
399
+ 0.32%
$113.92 - $127.38 $45.5K - $50.8K
124K $14.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
115K
+ 198.63%
$26.93 - $84.95 $3.11M - $9.81M
174K $4.74M
EXAS
Exact Sciences Corp

Healthcare
3
+ 0.02%
$49.33 - $71.97 $148 - $216
14.4K $810K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
31
+ 0.11%
$442.29 - $483.08 $13.7K - $15K
27.7K $12.6M
AMAT
Applied Materials Inc

Technology
1
+ 0.02%
$161.44 - $213.89 $161 - $214
4.79K $779K
LAMR
Lamar Advertising CO

Real Estate
393
+ 1.91%
$121.37 - $138.11 $47.7K - $54.3K
20.9K $2.55M
CI
Cigna Corp

Healthcare
3
+ 0.1%
$265.59 - $358.58 $797 - $1.08K
2.91K $804K
KO
Coca Cola CO

Consumer Defensive
2.9K
+ 7.14%
$61.74 - $71.71 $179K - $208K
43.4K $2.71M
QCOM
Qualcomm Inc

Technology
17
+ 0.13%
$150.4 - $178.04 $2.56K - $3.03K
13.1K $2.01M
CEG
Constellation Energy Corp

Utilities
6
+ 0.09%
$224.28 - $285.52 $1.35K - $1.71K
6.88K $1.55M
OTIS
Otis Worldwide Corp

Industrials
175
+ 0.74%
$92.57 - $106.01 $16.2K - $18.6K
23.7K $2.2M
PG
Procter & Gamble CO

Consumer Defensive
77
+ 0.14%
$161.05 - $179.7 $12.4K - $13.8K
54.7K $9.17M
IQV
Iqvia Holdings Inc.

Healthcare
50
+ 0.65%
$190.97 - $236.63 $9.55K - $11.8K
7.69K $1.51M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
16.3K
+ 3.34%
$50.14 - $52.56 $819K - $858K
505K $25.4M
GOLD
Barrick Gold Corp

Basic Materials
9.8K
+ 9.16%
$15.23 - $21.19 $149K - $208K
117K $1.81M
LLY
Eli Lilly & CO

Healthcare
300
+ 5.98%
$727.2 - $932.06 $218K - $280K
5.32K $4.11M
ABBV
Abb Vie Inc.

Healthcare
1.39K
+ 4.39%
$164.99 - $203.87 $229K - $283K
33K $5.86M
IT
Gartner Inc

Technology
203
+ 0.88%
$481.22 - $551.8 $97.7K - $112K
23.2K $11.3M
UNH
Unitedhealth Group Inc

Healthcare
324
+ 3.89%
$485.52 - $625.25 $157K - $203K
8.66K $4.38M
HD
Home Depot, Inc.

Consumer Cyclical
663
+ 1.37%
$385.02 - $431.37 $255K - $286K
49.1K $19.1M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
637
+ 0.56%
$34.21 - $38.73 $21.8K - $24.7K
115K $3.94M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
14.2K
+ 1.85%
$80.93 - $85.66 $1.15M - $1.22M
783K $63.4M
VGIT
Vanguard Intermediate Term Tre

ETFs
5.86K
+ 1.51%
$57.78 - $60.4 $339K - $354K
395K $22.9M
MDLZ
Mondelez International, Inc.

Consumer Defensive
125
+ 0.27%
$59.25 - $72.99 $7.41K - $9.12K
45.6K $2.73M
PEP
Pepsico Inc

Consumer Defensive
152
+ 0.39%
$151.29 - $176.1 $23K - $26.8K
39.4K $5.99M
MTD
Mettler Toledo International Inc

Healthcare
843
+ 12.8%
$1160.67 - $1498.12 $978K - $1.26M
7.43K $9.09M
BRO
Brown & Brown, Inc.

Financial Services
1.65K
+ 0.27%
$100.93 - $113.42 $166K - $187K
615K $62.7M
MRK
Merck & Co., Inc.

Healthcare
2.67K
+ 3.44%
$96.31 - $114.76 $258K - $307K
80.3K $7.99M
NEE
Nextera Energy Inc

Utilities
423
+ 0.44%
$69.77 - $85.43 $29.5K - $36.1K
95.8K $6.87M
ROL
Rollins Inc

Consumer Cyclical
8.55K
+ 2.18%
$46.35 - $51.59 $396K - $441K
401K $18.6M
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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