Boston Financial Mangement LLC Portfolio Holdings
Boston Financial Mangement LLC
- $3.23 Billion
- Q3 2024
Boston Financial Mangement LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.23 Billion distributed in 327 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Watsco Inc with a value of $168M, Apple Inc. with a value of $166M, Microsoft Corp with a value of $165M, Fair Isaac Corp with a value of $138M, and Copart Inc with a value of $104M.
Examining the 13F form we can see an increase of $129M in the current position value, from $3.1B to 3.23B.
Boston Financial Mangement LLC is based out at Boston, MA
Below you can find more details about Boston Financial Mangement LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.23 Billion
Technology: $807 Million
Financial Services: $535 Million
ETFs: $485 Million
Industrials: $430 Million
Healthcare: $246 Million
Consumer Cyclical: $230 Million
Communication Services: $150 Million
Basic Materials: $136 Million
Other: $210 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 327
- Current Value $3.23 Billion
- Prior Value $3.1 Billion
- Filing
- Period Q3 2024
- Filing Date October 24, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 13 stocks
- Additional Purchases 81 stocks
- Sold out of 0 stocks
- Reduced holdings in 170 stocks