Boston Research & Management Inc Reduced Holdings in Q2 2025

Boston Research & Management Inc

  • $418 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-141
- 0.74%
$483.48 - $539.8 $68.2K - $76.1K
18.9K $9.18M
XLE
Energy Sector Spdr

ETFs
-4.29K
- 8.89%
$76.44 - $94.13 $328K - $404K
44K $3.73M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-955
- 28.36%
$376.48 - $440.65 $360K - $421K
2.41K $1.06M
CVX
Chevron Corp

Energy
-88
- 1.02%
$133.73 - $168.51 $11.8K - $14.8K
8.52K $1.22M
CL
Colgate Palmolive CO

Consumer Defensive
-41
- 0.07%
$87.57 - $96.0 $3.59K - $3.94K
62.9K $5.72M
KO
Coca Cola CO

Consumer Defensive
-1.24K
- 1.61%
$68.37 - $73.9 $84.9K - $91.8K
75.7K $5.36M
BBH
Vaneck ETF Tr Biotech ETF

ETFs
-499
- 4.41%
$140.05 - $156.07 $69.9K - $77.9K
10.8K $1.66M
HYD
Vaneck High Yield Muni ETF

ETFs
-1.21K
- 6.73%
$49.08 - $51.35 $59.3K - $62K
16.7K $840K
IBB
Ishares Biotechnology ETF

ETFs
-462
- 3.87%
$112.02 - $129.0 $51.8K - $59.6K
11.5K $1.45M
AOR
Ishares Tr Core Growth Allocat

ETFs
-1.62K
- 19.07%
$53.36 - $61.57 $86.6K - $99.9K
6.89K $423K
PFF
Ishares Trust Ishares Pfd And

ETFs
-605
- 3.86%
$29.0 - $30.68 $17.5K - $18.6K
15.1K $462K
A
Agilent Technologies, Inc.

Healthcare
-104
- 5.65%
$99.29 - $120.52 $10.3K - $12.5K
1.74K $204K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-79
- 10.94%
$320.42 - $424.58 $25.3K - $33.5K
643 $273K
RTX
Raytheon Technologies Corp

Industrials
-35
- 2.1%
$113.75 - $148.48 $3.98K - $5.2K
1.64K $238K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-922
- 6.13%
$39.89 - $49.46 $36.8K - $45.6K
14.1K $698K
HYG
Ishares Tr

ETFs
-486
- 1.51%
$75.75 - $80.65 $36.8K - $39.2K
31.8K $2.56M
VEU
Vanguard Ftse All World Ex Us

ETFs
-994
- 5.21%
$54.19 - $67.22 $53.9K - $66.8K
18.1K $1.21M
MA
Mastercard Inc

Financial Services
-396
- 1.9%
$479.92 - $590.74 $190K - $234K
20.4K $11.5M
ABT
Abbott Laboratories

Healthcare
-921
- 1.55%
$123.95 - $138.08 $114K - $127K
58.4K $7.94M
VEA
Vanguard Ftse Developed Market

ETFs
-778
- 3.71%
$45.65 - $57.01 $35.5K - $44.4K
20.2K $1.15M
VB
Vanguard Small Cap ETF

ETFs
-198
- 1.94%
$193.73 - $237.37 $38.4K - $47K
9.99K $2.37M
GE
General Electric CO

Industrials
-40
- 1.66%
$166.81 - $257.39 $6.67K - $10.3K
2.37K $610K
IAU
Ishares Gold Trust

ETFs
-280
- 0.56%
$56.1 - $64.74 $15.7K - $18.1K
49.9K $3.11M
GOOG
Alphabet Inc.

Communication Services
-29
- 0.3%
$146.58 - $180.01 $4.25K - $5.22K
9.62K $1.71M
IWM
Ishares Russell 2000 ETF

ETFs
-33
- 0.16%
$174.82 - $215.79 $5.77K - $7.12K
21K $4.53M
BK
Bank Of New York Mellon Corp

Financial Services
-2.04K
- 2.3%
$73.31 - $91.62 $149K - $187K
86.5K $7.88M
XYL
Xylem Inc.

Industrials
-128
- 0.2%
$102.86 - $129.5 $13.2K - $16.6K
64.7K $8.37M
Labcorp Holdings
-204
- 0.84%
N/A
24.2K $6.34M
ORCL
Oracle Corp

Technology
-255
- 2.51%
$122.82 - $218.63 $31.3K - $55.8K
9.9K $2.16M
CSCO
Cisco Systems, Inc.

Technology
-1.13K
- 0.78%
$53.19 - $69.38 $60.3K - $78.6K
145K $10M
GOOGL
Alphabet Inc.

Communication Services
-129
- 0.25%
$144.7 - $178.6 $18.7K - $23K
51.9K $9.14M
WMT
Walmart Inc.

Consumer Defensive
-1.89K
- 1.44%
$81.79 - $99.98 $155K - $189K
129K $12.7M
DIS
Walt Disney CO

Communication Services
-155
- 0.33%
$81.72 - $124.01 $12.7K - $19.2K
46.5K $5.76M
IVV
Ishares Core S&P 500 ETF

ETFs
-836
- 2.74%
$498.8 - $620.9 $417K - $519K
29.6K $18.4M
JPM
Jpmorgan Chase & CO

Financial Services
-542
- 1.52%
$210.28 - $289.91 $114K - $157K
35.1K $10.2M
MSFT
Microsoft Corp

Technology
-560
- 1.33%
$354.56 - $497.45 $199K - $279K
41.4K $20.6M
Activity Summary
Buys All Purchases 41 New Holdings 4 Increased Positions 37 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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