Boston Mountain Money Management Inc Portfolio Holdings

Boston Mountain Money Management Inc

  • $152 Billion
  • Q2 2024

Boston Mountain Money Management Inc has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $152 Billion distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $22.3B, Spdr Portfolio with a value of $16.2B, Walmart Inc. with a value of $15.2B, Ishares Core S&P Total U.S. St with a value of $13.9B, and Vanguard S&P 500 Value ETF with a value of $11.6B.

Examining the 13F form we can see an increase of $5.57B in the current position value, from $146B to 152B.

Boston Mountain Money Management Inc is based out at Bentonville, AR

Below you can find more details about Boston Mountain Money Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $152 Billion
ETFs: $123 Billion
Consumer Defensive: $15.4 Billion
Technology: $3.82 Billion
Communication Services: $2.44 Billion
Financial Services: $1.87 Billion
Healthcare: $1.58 Billion
Industrials: $1.25 Billion
Consumer Cyclical: $1.01 Billion
Other: $714 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22.3 Billion 14.71% of portfolio
40,745
Q2 2024 Added 0.82%
$0
$16.2 Billion 10.71% of portfolio
202,657
Q2 2024 Reduced 0.76%
$217B
$15.2 Billion 10.03% of portfolio
224,588
Q2 2024 Reduced 8.06%
$0
$13.9 Billion 9.14% of portfolio
116,687
Q2 2024 Reduced 0.26%
$0
$11.6 Billion 7.66% of portfolio
66,029
Q2 2024 Added 1.87%
$0
$8.58 Billion 5.66% of portfolio
32,081
Q2 2024 Added 1.97%
$0
$7.46 Billion 4.92% of portfolio
157,452
Q2 2024 Reduced 6.85%
$0
$6.52 Billion 4.3% of portfolio
11,984
Q1 2024 New
$0
$5.7 Billion 3.76% of portfolio
84,301
Q2 2024 Added 2.16%
$0
$3.59 Billion 2.37% of portfolio
70,000
Q2 2024 Added 3.45%
$0
$3.52 Billion 2.32% of portfolio
55,430
Q2 2024 Reduced 1.77%
$0
$3.26 Billion 2.15% of portfolio
31,182
Q2 2024 Added 19.55%
$0
$2.97 Billion 1.96% of portfolio
78,906
Q2 2024 Reduced 3.23%
$0
$2.26 Billion 1.49% of portfolio
29,029
Q2 2024 Reduced 3.55%
$0
$2.18 Billion 1.44% of portfolio
28,226
Q2 2024 Added 38.99%
$0
$1.85 Billion 1.22% of portfolio
11,237
Q2 2024 Added 61.31%
$1.01T
$1.64 Billion 1.08% of portfolio
8,958
Q2 2024 Reduced 1.29%
$3.66T
$1.57 Billion 1.04% of portfolio
7,454
Q2 2024 Added 0.92%
$0
$1.53 Billion 1.01% of portfolio
26,532
Q1 2024 New
$0
$1.5 Billion 0.99% of portfolio
19,621
Q2 2024 New
$0
$1.45 Billion 0.96% of portfolio
26,315
Q2 2024 Reduced 1.94%
$3.19T
$879 Million 0.58% of portfolio
1,967
Q1 2024 New
$0
$799 Million 0.53% of portfolio
6,733
Q1 2024 New
$0
$702 Million 0.46% of portfolio
4,376
Q1 2024 New
$0
$654 Million 0.43% of portfolio
9,550
Q2 2024 Reduced 1.95%
$544B
$627 Million 0.41% of portfolio
1,231
Q2 2024 Reduced 1.68%
$316B
$609 Million 0.4% of portfolio
15,317
Q2 2024 Reduced 0.5%
$0
$613 Million 0.4% of portfolio
10,158
Q2 2024 Added 2.77%
$0
$605 Million 0.4% of portfolio
13,866
Q1 2024 New
$1.92T
$587 Million 0.39% of portfolio
3,036
Q1 2024 New
$0
$524 Million 0.35% of portfolio
2,164
Q2 2024 Added 6.86%
$0
$514 Million 0.34% of portfolio
2,815
Q2 2024 Reduced 0.85%
$483B
$499 Million 0.33% of portfolio
4,336
Q1 2024 New
$595B
$463 Million 0.31% of portfolio
1,139
Q2 2024 Added 2.15%
$169B
$428 Million 0.28% of portfolio
108
Q2 2024 Reduced 0.92%
$17.8B
$400 Million 0.26% of portfolio
2,502
Q1 2024 New
$82.4B
$342 Million 0.23% of portfolio
1,180
Q2 2024 Added 0.25%
$240B
$331 Million 0.22% of portfolio
595
Q1 2024 New
$315B
$334 Million 0.22% of portfolio
495
Q1 2024 New
$212B
$309 Million 0.2% of portfolio
5,210
Q1 2024 New
$79.5B
$292 Million 0.19% of portfolio
1,956
Q2 2024 Reduced 2.49%
$153B
$290 Million 0.19% of portfolio
621
Q2 2024 Added 0.16%
$70.2B
$291 Million 0.19% of portfolio
499
Q2 2024 Added 0.2%
$117B
$273 Million 0.18% of portfolio
3,708
Q1 2024 New
Cencora Inc
-
$267 Million 0.18% of portfolio
-
Q2 2024 New
$0
$274 Million 0.18% of portfolio
1,257
Q2 2024 Added 5.81%
$923B
$279 Million 0.18% of portfolio
1,606
Q2 2024 Reduced 4.46%
$1.28T
$263 Million 0.17% of portfolio
521
Q2 2024 Reduced 0.57%
$0
$255 Million 0.17% of portfolio
2,899
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $152 Billion
  • Prior Value $146 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 19, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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