Boston Financial Mangement LLC Sells in Q3 2024

Boston Financial Mangement LLC

  • $3.23 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-62
- 0.2%
$76.94 - $79.54 $4.77K - $4.93K
31.4K $2.5M
MMM
3 M CO

Industrials
-548
- 13.74%
$99.69 - $139.42 $54.6K - $76.4K
3.44K $470K
AMP
Ameriprise Financial Inc

Financial Services
-14
- 0.86%
$391.53 - $469.81 $5.48K - $6.58K
1.62K $760K
VB
Vanguard Small Cap ETF

ETFs
-45
- 1.13%
$214.77 - $237.72 $9.66K - $10.7K
3.94K $934K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-259
- 5.47%
$57.22 - $80.08 $14.8K - $20.7K
4.48K $349K
DE
Deere & CO

Industrials
-89
- 3.43%
$344.84 - $418.0 $30.7K - $37.2K
2.51K $1.05M
SBUX
Starbucks Corp

Consumer Cyclical
-3.68K
- 16.44%
$72.51 - $98.6 $267K - $363K
18.7K $1.83M
TTE
Total Energies Se

Energy
-213
- 0.43%
$68.61 - $68.61 $14.6K - $14.6K
49.1K $3.37M
ILMN
Illumina, Inc.

Healthcare
-40
- 1.18%
$105.28 - $135.9 $4.21K - $5.44K
3.35K $436K
CAT
Caterpillar Inc

Industrials
-2
- 0.13%
$316.8 - $391.12 $634 - $782
1.57K $614K
BMY
Bristol Myers Squibb CO

Healthcare
-4
- 0.04%
$39.66 - $51.75 $159 - $207
9.31K $481K
IWV
Ishares Russell 3000 ETF

ETFs
-210
- 2.29%
$294.75 - $326.73 $61.9K - $68.6K
8.96K $2.93M
SO
Southern CO

Utilities
-428
- 3.95%
$77.0 - $90.52 $33K - $38.7K
10.4K $939K
FAST
Fastenal CO

Industrials
-2.88K
- 7.84%
$62.09 - $71.83 $179K - $207K
33.8K $2.41M
IQSU
Indexiq ETF Tr Iq Candriam Esg

ETFs
-182
- 0.35%
$43.23 - $47.87 $7.87K - $8.71K
52.4K $2.51M
AXP
American Express CO

Financial Services
-55
- 1.37%
$225.92 - $271.17 $12.4K - $14.9K
3.97K $1.08M
ISRG
Intuitive Surgical Inc

Healthcare
-25
- 0.65%
$416.14 - $494.01 $10.4K - $12.4K
3.83K $1.88M
TSLA
Tesla, Inc.

Consumer Cyclical
-20
- 0.74%
$191.76 - $263.26 $3.84K - $5.27K
2.68K $700K
EQIX
Equinix Inc

Real Estate
-351
- 9.39%
$749.0 - $890.01 $263K - $312K
3.39K $3.01M
KO
Coca Cola CO

Consumer Defensive
-2.09K
- 4.9%
$62.69 - $73.01 $131K - $153K
40.6K $2.91M
NKE
Nike, Inc.

Consumer Cyclical
-321
- 1.77%
$71.09 - $89.44 $22.8K - $28.7K
17.8K $1.58M
LAMR
Lamar Advertising CO

Real Estate
-607
- 2.87%
$110.9 - $135.58 $67.3K - $82.3K
20.6K $2.75M
LOW
Lowes Companies Inc

Consumer Cyclical
-277
- 4.56%
$213.3 - $270.78 $59.1K - $75K
5.79K $1.57M
MCD
Mcdonalds Corp

Consumer Cyclical
-1K
- 8.89%
$245.82 - $304.51 $247K - $305K
10.3K $3.13M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-64
- 0.68%
$156.14 - $187.2 $9.99K - $12K
9.31K $1.72M
D
Dominion Energy, Inc

Utilities
-637
- 1.81%
$48.01 - $58.53 $30.6K - $37.3K
34.5K $1.99M
IBM
International Business Machines Corp

Technology
-13
- 0.21%
$175.1 - $223.38 $2.28K - $2.9K
6.24K $1.38M
ACN
Accenture PLC

Technology
-82
- 1.23%
$295.44 - $355.81 $24.2K - $29.2K
6.57K $2.32M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.02K
- 3.23%
$517.38 - $573.86 $525K - $582K
30.4K $17.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-557
- 0.74%
$75.32 - $84.37 $42K - $47K
74.5K $6.23M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1
- -0.0%
$77.02 - $85.06 $77 - $85.1
58.1K $4.91M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-7.66K
- 2.06%
$48.46 - $54.37 $371K - $416K
364K $19.5M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-202
- 1.23%
$523.84 - $572.02 $106K - $116K
16.2K $9.22M
CCI
Crown Castle International Corp

Real Estate
-2.67K
- 7.23%
$95.29 - $120.24 $255K - $321K
34.3K $4.07M
GILD
Gilead Sciences, Inc.

Healthcare
-2.23K
- 4.79%
$66.59 - $83.99 $149K - $188K
44.4K $3.72M
MTD
Mettler Toledo International Inc

Healthcare
-27
- 0.41%
$1308.0 - $1521.03 $35.3K - $41.1K
6.59K $9.88M
ROL
Rollins Inc

Consumer Cyclical
-1.11K
- 0.28%
$45.93 - $51.4 $51K - $57.1K
393K $19.9M
RTX
Raytheon Technologies Corp

Industrials
-1.3K
- 3.02%
$99.55 - $123.34 $130K - $160K
41.7K $5.06M
JNJ
Johnson & Johnson

Healthcare
-3.11K
- 3.97%
$145.48 - $167.38 $452K - $521K
75.3K $12.2M
NEE
Nextera Energy Inc

Utilities
-6.39K
- 6.28%
$69.9 - $84.97 $447K - $543K
95.4K $8.06M
NDSN
Nordson Corp

Industrials
-3.64K
- 6.0%
$225.0 - $262.63 $819K - $956K
57K $15M
ADP
Automatic Data Processing Inc

Industrials
-700
- 2.21%
$233.44 - $279.45 $163K - $196K
30.9K $8.56M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-473
- 2.31%
$531.86 - $624.21 $252K - $295K
20K $12.4M
META
Meta Platforms, Inc.

Communication Services
-311
- 1.59%
$453.41 - $572.44 $141K - $178K
19.2K $11M
IT
Gartner Inc

Technology
-182
- 0.78%
$441.32 - $516.47 $80.3K - $94K
23K $11.7M
IVV
Ishares Core S&P 500 ETF

ETFs
-126
- 0.28%
$520.18 - $576.82 $65.5K - $72.7K
44.7K $25.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-520
- 1.84%
$405.19 - $478.57 $211K - $249K
27.7K $12.8M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-732
- 0.27%
$80.13 - $88.89 $58.7K - $65.1K
275K $24.3M
SITE
Site One Landscape Supply, Inc.

Industrials
-5.63K
- 5.84%
$115.64 - $153.52 $651K - $865K
90.7K $13.7M
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
Track This Portfolio

Track Boston Financial Mangement LLC Portfolio

Follow Boston Financial Mangement LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Boston Financial Mangement LLC, based on Form 13F filings with the SEC.

News

Stay updated on Boston Financial Mangement LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email