Boston Mountain Money Management Inc Reduced Holdings in Q3 2024

Boston Mountain Money Management Inc

  • $172 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
-343
- 3.83%
$149.54 - $192.66 $51.3K - $66.1K
8.62K $1.44B
MSFT
Microsoft Corp

Technology
-60
- 3.05%
$395.15 - $467.56 $23.7K - $28.1K
1.91K $821M
SCHW
Schwab Charles Corp

Financial Services
-19
- 0.51%
$61.74 - $76.08 $1.17K - $1.45K
3.69K $239M
ADBE
Adobe Inc.

Technology
-9
- 1.51%
$508.13 - $586.55 $4.57K - $5.28K
586 $303M
ADI
Analog Devices Inc

Technology
-50
- 4.94%
$200.56 - $243.33 $10K - $12.2K
963 $222M
Cencora Inc
-19
- 1.6%
N/A
1.17K $263M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-22
- 1.37%
$147.95 - $191.05 $3.25K - $4.2K
1.58K $275M
NFLX
Netflix Inc

Communication Services
-6
- 1.21%
$598.55 - $722.26 $3.59K - $4.33K
489 $347M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-2
- 1.85%
$3305.62 - $4268.05 $6.61K - $8.54K
106 $447M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-345
- 5.12%
$117.9 - $128.2 $40.7K - $44.2K
6.39K $819M
IQV
Iqvia Holdings Inc.

Healthcare
-6
- 0.51%
$206.81 - $251.55 $1.24K - $1.51K
1.17K $278M
META
Meta Platforms, Inc.

Communication Services
-10
- 1.92%
$453.41 - $572.44 $4.53K - $5.72K
511 $293M
VTV
Vanguard Value ETF

ETFs
-153
- 3.5%
$159.75 - $174.57 $24.4K - $26.7K
4.22K $737M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-14
- 0.14%
$58.03 - $65.37 $812 - $915
10.1K $657M
FISV
Fiserv Inc

Technology
-21
- 1.07%
N/A
1.94K $348M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-769
- 1.1%
$51.02 - $52.74 $39.2K - $40.6K
69.2K $3.65B
UNH
Unitedhealth Group Inc

Healthcare
-53
- 4.31%
$488.01 - $604.18 $25.9K - $32K
1.18K $689M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-504
- 1.74%
$75.47 - $83.18 $38K - $41.9K
28.5K $2.37B
DGRO
Ishares Core Dividend Growth E

ETFs
-78
- 0.29%
$57.47 - $62.76 $4.48K - $4.9K
26.5K $1.66B
AAPL
Apple Inc.

Technology
-105
- 1.41%
$207.23 - $234.82 $21.8K - $24.7K
7.35K $1.71B
SPYG
Spdr Portfolio

ETFs
-5.06K
- 2.5%
$73.38 - $84.1 $371K - $425K
198K $16.4B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2.3K
- 1.97%
$113.41 - $125.62 $261K - $289K
114K $14.4B
Activity Summary
Buys All Purchases 29 New Holdings 5 Increased Positions 24 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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