Boston Mountain Money Management Inc Portfolio Holdings

Boston Mountain Money Management Inc

  • $172 Billion
  • Q3 2024

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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$226B
$18.8 Billion 10.93% of portfolio
233,042
Q3 2024 Added 3.76%
$3.58T
$1.71 Billion 0.99% of portfolio
7,349
Q3 2024 Reduced 1.41%
$1.09T
$1.44 Billion 0.84% of portfolio
8,615
Q3 2024 Reduced 3.83%
$3.13T
$821 Million 0.48% of portfolio
1,907
Q3 2024 Reduced 3.05%
$558B
$689 Million 0.4% of portfolio
1,178
Q3 2024 Reduced 4.31%
$364B
$608 Million 0.35% of portfolio
15,317
Q2 2024 Reduced 0.5%
$2.11T
$577 Million 0.33% of portfolio
3,096
Q3 2024 Added 1.98%
$579B
$536 Million 0.31% of portfolio
1,164
Q3 2024 Added 2.19%
$504B
$531 Million 0.31% of portfolio
4,533
Q3 2024 Added 4.54%
$347B
$347 Million 0.2% of portfolio
489
Q3 2024 Reduced 1.21%
$235B
$303 Million 0.18% of portfolio
586
Q3 2024 Reduced 1.51%
$275B
$294 Million 0.17% of portfolio
5,210
Q1 2024 New
$1.33T
$293 Million 0.17% of portfolio
511
Q3 2024 Reduced 1.92%
$1T
$275 Million 0.16% of portfolio
1,584
Q3 2024 Reduced 1.37%
$230B
$253 Million 0.15% of portfolio
2,198
Q3 2024 Added 13.07%
$911B
$263 Million 0.15% of portfolio
1,006
Q3 2024 New
$497B
$234 Million 0.14% of portfolio
473
Q3 2024 Reduced 1.46%

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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