Boston Mountain Money Management Inc has filed its 13F form on October 11, 2024 for Q3 2024 where it was disclosed a total value porftolio of $172 Billion distributed in 64 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 $23.6B, Walmart Inc. with a value of $18.8B, Spdr Portfolio with a value of $16.4B, Ishares Core S&P Total U.S. St with a value of $14.4B, and Vanguard S&P 500 Value ETF with a value of $14.3B.

Examining the 13F form we can see an increase of $20.7B in the current position value, from $152B to 172B.

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 $172 Billion
ETFs: $139 Billion
Consumer Defensive: $19.3 Billion
Technology: $3.88 Billion
Financial Services: $2.15 Billion
Communication Services: $2.08 Billion
Healthcare: $1.72 Billion
Industrials: $1.38 Billion
Consumer Cyclical: $1.29 Billion
Other: $765 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $172 Billion
  • Prior Value $152 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 11, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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