Boston Financial Mangement
Latest statistics and disclosures from Boston Financial Mangement's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, WSO, MSFT, FICO, CPRT, and represent 22.95% of Boston Financial Mangement's stock portfolio.
- Added to shares of these 10 stocks: LB (+$15M), BLK (+$10M), VTI (+$9.1M), PFE (+$7.0M), SPY (+$5.1M), QQQ, PANW, SHY, SCHD, GLD.
- Started 26 new stock positions in TEL, GLW, GS, NTRA, STT, PH, BXP, BAH, VGK, ENB.
- Reduced shares in these 10 stocks: CDW (-$25M), SITE (-$14M), , AMT, TYL, AOS, EFX, NXST, MCO, VTRS.
- Sold out of its positions in T, AEP, ELV, AZN, BlackRock, CE, INTC, PDBC, BBJP, LEN. MPC, TOI, SITE, TGT, VLO, GDX, WBD, MDT.
- Boston Financial Mangement was a net buyer of stock by $22M.
- Boston Financial Mangement has $3.3B in assets under management (AUM), dropping by -1.29%.
- Central Index Key (CIK): 0001053055
Tip: Access up to 7 years of quarterly data
Positions held by Boston Financial Mangement consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Boston Financial Mangement
Boston Financial Mangement holds 335 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.4 | $179M | 717k | 250.42 |
|
|
| Watsco, Incorporated (WSO) | 4.9 | $162M | 342k | 473.89 |
|
|
| Microsoft Corporation (MSFT) | 4.9 | $162M | 385k | 421.50 |
|
|
| Fair Isaac Corporation (FICO) | 4.3 | $141M | 71k | 1990.93 |
|
|
| Copart (CPRT) | 3.5 | $115M | 2.0M | 57.39 |
|
|
| Broadridge Financial Solutions (BR) | 2.6 | $88M | 388k | 226.09 |
|
|
| Visa Com Cl A (V) | 2.5 | $82M | 259k | 316.04 |
|
|
| Mastercard Incorporated Cl A (MA) | 2.1 | $71M | 134k | 526.57 |
|
|
| Sherwin-Williams Company (SHW) | 2.1 | $68M | 201k | 339.93 |
|
|
| Cme (CME) | 2.0 | $67M | 287k | 232.23 |
|
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 1.9 | $63M | 783k | 80.93 |
|
|
| Brown & Brown (BRO) | 1.9 | $63M | 615k | 102.02 |
|
|
| W.R. Berkley Corporation (WRB) | 1.7 | $57M | 981k | 58.52 |
|
|
| Amphenol Corp Cl A (APH) | 1.6 | $54M | 770k | 69.45 |
|
|
| Cogent Communications Hldgs Com New (CCOI) | 1.4 | $46M | -2% | 597k | 77.07 |
|
| Firstservice Corp (FSV) | 1.4 | $46M | 251k | 181.02 |
|
|
| Air Products & Chemicals (APD) | 1.4 | $45M | 156k | 290.04 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.3 | $45M | 864k | 51.70 |
|
|
| Amazon (AMZN) | 1.3 | $43M | 196k | 219.39 |
|
|
| Steris Shs Usd (STE) | 1.2 | $41M | 200k | 205.56 |
|
|
| Ferguson Enterprises Common Stock New (FERG) | 1.2 | $39M | 225k | 173.57 |
|
|
| Costco Wholesale Corporation (COST) | 1.2 | $39M | 42k | 916.28 |
|
|
| Danaher Corporation (DHR) | 1.1 | $38M | 165k | 229.55 |
|
|
| Verisign (VRSN) | 1.1 | $38M | +6% | 182k | 206.96 |
|
| Lockheed Martin Corporation (LMT) | 1.1 | $36M | 74k | 485.94 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.0 | $34M | 548k | 62.31 |
|
|
| Nexstar Media Group Common Stock (NXST) | 1.0 | $34M | -4% | 216k | 157.97 |
|
| Carlisle Companies (CSL) | 1.0 | $33M | +3% | 90k | 368.84 |
|
| A. O. Smith Corporation (AOS) | 1.0 | $33M | -7% | 482k | 68.21 |
|
| Heico Corp Cl A (HEI.A) | 1.0 | $33M | 176k | 186.08 |
|
|
| Waters Corporation (WAT) | 0.9 | $31M | 84k | 370.98 |
|
|
| Ryan Specialty Holdings Cl A (RYAN) | 0.9 | $30M | +4% | 474k | 64.16 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $30M | 157k | 190.44 |
|
|
| O'reilly Automotive (ORLY) | 0.9 | $30M | 25k | 1185.80 |
|
|
| Old Republic International Corporation (ORI) | 0.9 | $28M | 785k | 36.19 |
|
|
| Pfizer (PFE) | 0.8 | $28M | +33% | 1.1M | 26.53 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.8 | $28M | 98k | 283.85 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $27M | 142k | 189.30 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $26M | 44k | 588.69 |
|
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.8 | $25M | +3% | 505k | 50.28 |
|
| Equifax (EFX) | 0.8 | $25M | -8% | 99k | 254.85 |
|
| CRH Ord (CRH) | 0.8 | $25M | 271k | 92.52 |
|
|
| Moody's Corporation (MCO) | 0.7 | $23M | -5% | 49k | 473.37 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $23M | +28% | 39k | 586.08 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.7 | $23M | 395k | 58.00 |
|
|
| Morningstar (MORN) | 0.7 | $22M | +6% | 66k | 336.76 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.7 | $22M | 277k | 79.99 |
|
|
| Roper Industries (ROP) | 0.7 | $22M | 43k | 519.85 |
|
|
| American Tower Reit (AMT) | 0.7 | $22M | -18% | 119k | 183.41 |
|
| Tyler Technologies (TYL) | 0.6 | $21M | -17% | 36k | 576.64 |
|
| Caci Intl Cl A (CACI) | 0.6 | $21M | -4% | 52k | 404.06 |
|
| Home Depot (HD) | 0.6 | $19M | 49k | 388.99 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $19M | 79k | 239.71 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.6 | $19M | -5% | 58k | 322.16 |
|
| Rollins (ROL) | 0.6 | $19M | +2% | 401k | 46.35 |
|
| Msci (MSCI) | 0.6 | $19M | +2% | 31k | 600.01 |
|
| Broadcom (AVGO) | 0.5 | $18M | +2% | 79k | 231.84 |
|
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.5 | $18M | 367k | 48.92 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $18M | +101% | 62k | 289.81 |
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.5 | $17M | 503k | 33.34 |
|
|
| Landbridge Company Cl A (LB) | 0.5 | $15M | NEW | 237k | 64.60 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $14M | 124k | 115.22 |
|
|
| Church & Dwight (CHD) | 0.4 | $14M | 132k | 104.71 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $13M | 28k | 453.28 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $13M | +42% | 24k | 511.22 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $12M | +36% | 150k | 81.98 |
|
| Nordson Corporation (NDSN) | 0.4 | $12M | 56k | 209.24 |
|
|
| Meta Platforms Cl A (META) | 0.3 | $11M | 20k | 585.51 |
|
|
| Gartner (IT) | 0.3 | $11M | 23k | 484.47 |
|
|
| Johnson & Johnson (JNJ) | 0.3 | $11M | 75k | 144.62 |
|
|
| Thermo Fisher Scientific (TMO) | 0.3 | $10M | 20k | 520.23 |
|
|
| Blackrock (BLK) | 0.3 | $10M | NEW | 9.9k | 1025.11 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $9.4M | +2% | 17k | 569.58 |
|
| Procter & Gamble Company (PG) | 0.3 | $9.2M | 55k | 167.65 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $9.2M | 47k | 195.83 |
|
|
| Mettler-Toledo International (MTD) | 0.3 | $9.1M | +12% | 7.4k | 1223.68 |
|
| Automatic Data Processing (ADP) | 0.3 | $9.1M | 31k | 292.73 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $8.6M | +3% | 165k | 52.22 |
|
| Merck & Co (MRK) | 0.2 | $8.0M | +3% | 80k | 99.48 |
|
| salesforce (CRM) | 0.2 | $8.0M | 24k | 334.33 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $7.9M | +39% | 36k | 220.96 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $7.9M | -3% | 18k | 444.68 |
|
| Stryker Corporation (SYK) | 0.2 | $7.8M | +5% | 22k | 360.06 |
|
| Cdw (CDW) | 0.2 | $7.3M | -77% | 42k | 174.04 |
|
| Palo Alto Networks (PANW) | 0.2 | $7.2M | +85% | 40k | 181.96 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $6.9M | +4% | 52k | 134.29 |
|
| Nextera Energy (NEE) | 0.2 | $6.9M | 96k | 71.69 |
|
|
| Abbott Laboratories (ABT) | 0.2 | $6.8M | -8% | 60k | 113.11 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $6.7M | +20% | 62k | 107.57 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $6.4M | -12% | 135k | 47.82 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $6.1M | -2% | 15k | 401.58 |
|
| Pepsi (PEP) | 0.2 | $6.0M | 39k | 152.06 |
|
|
| Abbvie (ABBV) | 0.2 | $5.9M | +4% | 33k | 177.70 |
|
| Intuit (INTU) | 0.2 | $5.6M | 9.0k | 628.50 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $5.5M | 73k | 75.61 |
|
|
| Chevron Corporation (CVX) | 0.2 | $5.5M | -6% | 38k | 144.84 |
|
| Ross Stores (ROST) | 0.2 | $5.4M | -4% | 36k | 151.27 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $5.1M | +5% | 44k | 115.72 |
|
| Servicenow (NOW) | 0.2 | $5.1M | 4.8k | 1060.12 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $4.7M | +198% | 174k | 27.32 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $4.7M | 95k | 49.51 |
|
|
| Diageo Spon Adr New (DEO) | 0.1 | $4.5M | -17% | 36k | 127.13 |
|
| UnitedHealth (UNH) | 0.1 | $4.4M | +3% | 8.7k | 505.86 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.1 | $4.2M | +4% | 87k | 48.67 |
|
| Ecolab (ECL) | 0.1 | $4.2M | 18k | 234.32 |
|
|
| Kenvue (KVUE) | 0.1 | $4.2M | -2% | 197k | 21.35 |
|
| Linde SHS (LIN) | 0.1 | $4.2M | +5% | 10k | 418.67 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $4.1M | +5% | 5.3k | 772.00 |
|
| Gilead Sciences (GILD) | 0.1 | $4.0M | -2% | 44k | 92.37 |
|
| Cisco Systems (CSCO) | 0.1 | $4.0M | +3% | 68k | 59.20 |
|
| S&p Global (SPGI) | 0.1 | $4.0M | +5% | 7.9k | 498.01 |
|
| Spdr Gold Tr Call Call Option (Principal) (GLD) | 0.1 | $3.9M | +177% | 16k | 242.13 |
|
| Wisdomtree Tr Intl Qulty Div (IQDG) | 0.1 | $3.9M | 115k | 34.21 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $3.9M | 23k | 172.42 |
|
|
| Verisk Analytics (VRSK) | 0.1 | $3.9M | 14k | 275.43 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $3.6M | -8% | 81k | 44.04 |
|
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.1 | $3.5M | +13% | 82k | 42.75 |
|
| Equinix (EQIX) | 0.1 | $3.3M | +4% | 3.5k | 942.89 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $3.2M | 86k | 37.22 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $3.0M | +3% | 69k | 43.95 |
|
| McDonald's Corporation (MCD) | 0.1 | $3.0M | 10k | 289.89 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $2.8M | +4% | 31k | 90.35 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $2.7M | 46k | 59.73 |
|
|
| TJX Companies (TJX) | 0.1 | $2.7M | +3% | 23k | 120.81 |
|
| Illinois Tool Works (ITW) | 0.1 | $2.7M | 11k | 253.56 |
|
|
| Coca-Cola Company (KO) | 0.1 | $2.7M | +7% | 43k | 62.26 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $2.7M | 49k | 54.50 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $2.7M | -11% | 8.0k | 334.25 |
|
| Emerson Electric (EMR) | 0.1 | $2.6M | 21k | 123.93 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $2.6M | -15% | 11k | 228.04 |
|
| Lamar Advertising Cl A (LAMR) | 0.1 | $2.6M | 21k | 121.74 |
|
|
| Crown Castle Intl (CCI) | 0.1 | $2.5M | -18% | 28k | 90.76 |
|
| Fastenal Company (FAST) | 0.1 | $2.5M | +3% | 35k | 71.91 |
|
| Wisdomtree Tr Us S Cap Qty Div (DGRS) | 0.1 | $2.5M | 49k | 51.23 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $2.5M | +4% | 15k | 166.64 |
|
| New York Life Investments Et Candriam Us Lrg (IQSU) | 0.1 | $2.5M | -2% | 51k | 48.41 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $2.4M | +2% | 93k | 26.33 |
|
| Barrick Gold Corp Call Call Option (Principal) (GOLD) | 0.1 | $2.4M | +46% | 157k | 15.50 |
|
| Live Nation Entertainment (LYV) | 0.1 | $2.4M | -2% | 19k | 129.50 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $2.4M | -3% | 30k | 78.01 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $2.4M | +2% | 6.7k | 351.79 |
|
| Otis Worldwide Corp (OTIS) | 0.1 | $2.2M | 24k | 92.61 |
|
|
| Unum (UNM) | 0.1 | $2.2M | -25% | 30k | 73.03 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $2.1M | +291% | 25k | 85.66 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $2.1M | +3% | 37k | 57.41 |
|
| Ishares Tr Residential Mult (REZ) | 0.1 | $2.1M | 26k | 81.02 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $2.0M | 3.00 | 680920.00 |
|
|
| Amgen (AMGN) | 0.1 | $2.0M | -8% | 7.7k | 260.64 |
|
| Qualcomm (QCOM) | 0.1 | $2.0M | 13k | 153.62 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $2.0M | 4.8k | 410.44 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $1.9M | -3% | 3.7k | 521.96 |
|
| Dominion Resources (D) | 0.1 | $1.9M | +2% | 35k | 53.86 |
|
| Eaton Corp SHS (ETN) | 0.1 | $1.9M | +15% | 5.7k | 331.84 |
|
| Republic Services (RSG) | 0.1 | $1.8M | 9.2k | 201.18 |
|
|
| PNC Financial Services (PNC) | 0.1 | $1.8M | 9.3k | 192.85 |
|
|
| Colgate-Palmolive Company (CL) | 0.1 | $1.7M | 19k | 90.91 |
|
|
| Starbucks Corporation (SBUX) | 0.1 | $1.7M | 19k | 91.25 |
|
|
| Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $1.7M | -8% | 57k | 29.86 |
|
| Cincinnati Financial Corporation (CINF) | 0.1 | $1.7M | 12k | 143.70 |
|
|
| Tractor Supply Company (TSCO) | 0.1 | $1.7M | +446% | 32k | 53.06 |
|
| Netflix (NFLX) | 0.0 | $1.6M | -2% | 1.8k | 891.32 |
|
| Waste Management (WM) | 0.0 | $1.6M | 7.9k | 201.79 |
|
|
| Honeywell International (HON) | 0.0 | $1.6M | +5% | 6.9k | 225.89 |
|
| International Business Machines (IBM) | 0.0 | $1.5M | +12% | 7.0k | 219.84 |
|
| Constellation Energy (CEG) | 0.0 | $1.5M | 6.9k | 223.71 |
|
|
| Iqvia Holdings (IQV) | 0.0 | $1.5M | 7.7k | 196.51 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $1.5M | +59% | 21k | 70.28 |
|
| Lowe's Companies (LOW) | 0.0 | $1.5M | +3% | 6.0k | 246.80 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $1.4M | 21k | 70.00 |
|
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $1.4M | +196% | 60k | 23.68 |
|
| Bwx Technologies (BWXT) | 0.0 | $1.4M | -7% | 13k | 111.39 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $1.4M | -5% | 16k | 86.02 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $1.4M | 16k | 88.40 |
|
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.0 | $1.4M | +15% | 24k | 56.14 |
|
| Jack Henry & Associates (JKHY) | 0.0 | $1.3M | -3% | 7.7k | 175.30 |
|
| Intercontinental Exchange (ICE) | 0.0 | $1.3M | 9.0k | 149.01 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $1.3M | 13k | 101.53 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $1.3M | 31k | 41.82 |
|
|
| Booking Holdings (BKNG) | 0.0 | $1.3M | 252.00 | 4968.42 |
|
|
| Nike CL B (NKE) | 0.0 | $1.3M | -7% | 17k | 75.67 |
|
| American Express Company (AXP) | 0.0 | $1.2M | 4.0k | 296.79 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $1.2M | 9.2k | 128.82 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $1.2M | -9% | 12k | 101.85 |
|
| CSX Corporation (CSX) | 0.0 | $1.2M | +41% | 36k | 32.27 |
|
| Travelers Companies (TRV) | 0.0 | $1.2M | 4.8k | 240.89 |
|
|
| SEI Investments Company (SEIC) | 0.0 | $1.2M | 14k | 82.48 |
|
|
| Tesla Motors (TSLA) | 0.0 | $1.1M | 2.7k | 403.84 |
|
|
| Molson Coors Beverage CL B (TAP) | 0.0 | $1.1M | -3% | 19k | 57.32 |
|
| Deere & Company (DE) | 0.0 | $1.1M | 2.5k | 423.62 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $1.0M | 14k | 74.03 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $1.0M | +67% | 8.2k | 125.72 |
|
| SYSCO Corporation (SYY) | 0.0 | $1.0M | +35% | 13k | 76.46 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $1.0M | +10% | 5.4k | 187.51 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $989k | -6% | 2.4k | 413.44 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $973k | 4.6k | 212.41 |
|
|
| Insulet Corporation (PODD) | 0.0 | $955k | 3.7k | 261.07 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $947k | 3.9k | 240.28 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $938k | +8% | 1.8k | 532.43 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $904k | 2.2k | 402.70 |
|
|
| Vaneck Etf Trust Oil Services Etf (OIH) | 0.0 | $888k | NEW | 3.3k | 271.23 |
|
| Fiserv (FI) | 0.0 | $888k | +17% | 4.3k | 205.42 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $883k | +12% | 9.1k | 97.31 |
|
| Norfolk Southern (NSC) | 0.0 | $851k | +12% | 3.6k | 234.71 |
|
| Southern Company (SO) | 0.0 | $849k | 10k | 82.32 |
|
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $827k | +5% | 34k | 24.70 |
|
| RPM International (RPM) | 0.0 | $825k | -2% | 6.7k | 123.06 |
|
| EXACT Sciences Corporation (EXAS) | 0.0 | $811k | 14k | 56.19 |
|
|
| Cigna Corp (CI) | 0.0 | $804k | 2.9k | 276.14 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $803k | -7% | 4.7k | 169.30 |
|
| Rockwell Automation (ROK) | 0.0 | $787k | 2.8k | 285.79 |
|
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $784k | 8.6k | 91.43 |
|
|
| Applied Materials (AMAT) | 0.0 | $780k | 4.8k | 162.63 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $774k | +13% | 6.4k | 120.79 |
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.0 | $761k | -22% | 25k | 30.48 |
|
| United Parcel Service CL B (UPS) | 0.0 | $754k | +2% | 6.0k | 126.11 |
|
| Hubbell (HUBB) | 0.0 | $737k | 1.8k | 418.89 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $737k | 2.8k | 263.49 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $735k | -10% | 3.2k | 226.90 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $718k | -29% | 1.3k | 538.65 |
|
| Chubb (CB) | 0.0 | $706k | +20% | 2.6k | 276.30 |
|
| AFLAC Incorporated (AFL) | 0.0 | $703k | 6.8k | 103.44 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $703k | +2% | 19k | 37.53 |
|
| Walt Disney Company (DIS) | 0.0 | $700k | 6.3k | 111.35 |
|
|
| Boeing Company (BA) | 0.0 | $640k | -2% | 3.6k | 177.00 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $636k | 2.4k | 264.13 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $628k | -9% | 4.8k | 131.04 |
|
| Carrier Global Corporation (CARR) | 0.0 | $619k | 9.1k | 68.26 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $618k | 2.3k | 269.70 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $618k | +270% | 27k | 22.70 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $614k | 8.1k | 76.24 |
|
|
| Caterpillar (CAT) | 0.0 | $571k | 1.6k | 362.76 |
|
|
| Philip Morris International (PM) | 0.0 | $556k | +113% | 4.6k | 120.35 |
|
| Autodesk (ADSK) | 0.0 | $549k | +32% | 1.9k | 295.57 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $538k | +2% | 9.5k | 56.56 |
|
| West Pharmaceutical Services (WST) | 0.0 | $525k | 1.6k | 327.56 |
|
|
| Independent Bank (INDB) | 0.0 | $509k | +127% | 7.9k | 64.19 |
|
| Oneok (OKE) | 0.0 | $503k | 5.0k | 100.40 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $499k | +10% | 2.6k | 189.98 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $496k | 14k | 34.59 |
|
|
| 3M Company (MMM) | 0.0 | $496k | +11% | 3.8k | 129.09 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $495k | NEW | 778.00 | 636.03 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $482k | 5.0k | 96.83 |
|
|
| New York Life Investments Et Nyli Candriam In (IQSI) | 0.0 | $477k | -4% | 17k | 28.53 |
|
| Paychex (PAYX) | 0.0 | $476k | +103% | 3.4k | 140.22 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $473k | 3.5k | 135.37 |
|
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $465k | -2% | 8.5k | 54.69 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $464k | 4.3k | 107.74 |
|
|
| Spdr Ser Tr Spdr Msci Usa Ge (SHE) | 0.0 | $464k | 4.0k | 115.80 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $453k | 2.5k | 182.69 |
|
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $450k | 8.5k | 53.24 |
|
|
| Illumina (ILMN) | 0.0 | $449k | 3.4k | 133.63 |
|
|
| Sun Life Financial (SLF) | 0.0 | $445k | 7.5k | 59.34 |
|
|
| ConocoPhillips (COP) | 0.0 | $443k | +31% | 4.5k | 99.17 |
|
| CoStar (CSGP) | 0.0 | $433k | 6.0k | 71.59 |
|
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $424k | 5.7k | 74.98 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $402k | +12% | 2.4k | 166.79 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $399k | -16% | 4.1k | 96.90 |
|
| Vaneck Etf Trust Environmental Sr (EVX) | 0.0 | $395k | -4% | 2.3k | 171.40 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $394k | 851.00 | 462.42 |
|
|
| General Mills (GIS) | 0.0 | $389k | 6.1k | 63.77 |
|
|
| United States Antimony (UAMY) | 0.0 | $386k | +102% | 218k | 1.77 |
|
| Corning Incorporated (GLW) | 0.0 | $386k | NEW | 8.1k | 47.52 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $385k | -17% | 619.00 | 621.93 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $376k | 2.0k | 190.88 |
|
|
| Managed Portfolio Series Tortoise Global | 0.0 | $375k | 8.0k | 46.93 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $374k | -2% | 4.4k | 85.35 |
|
| Waste Connections (WCN) | 0.0 | $373k | 2.2k | 171.58 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $371k | 2.8k | 132.10 |
|
|
| Analog Devices (ADI) | 0.0 | $371k | 1.7k | 212.41 |
|
|
| Service Corporation International (SCI) | 0.0 | $367k | NEW | 4.6k | 79.82 |
|
| Hanover Insurance (THG) | 0.0 | $364k | 2.4k | 154.66 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $354k | 3.9k | 90.93 |
|
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $350k | 6.7k | 52.16 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $347k | -66% | 3.8k | 92.45 |
|
| Goldman Sachs Etf Tr Equal Weight Us (GSEW) | 0.0 | $347k | 4.5k | 77.22 |
|
|
| Owl Rock Capital Corporation (OBDC) | 0.0 | $345k | 23k | 15.12 |
|
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $338k | NEW | 2.4k | 142.94 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $338k | +7% | 3.8k | 89.32 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $328k | -5% | 1.9k | 176.67 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $321k | 4.3k | 74.01 |
|
|
| Ptc (PTC) | 0.0 | $317k | 1.7k | 183.87 |
|
|
| Nucor Corporation (NUE) | 0.0 | $309k | 2.6k | 116.71 |
|
|
| Sweetgreen Com Cl A (SG) | 0.0 | $307k | 9.6k | 32.06 |
|
|
| Boston Properties (BXP) | 0.0 | $297k | NEW | 4.0k | 74.36 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $294k | 2.5k | 117.49 |
|
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $292k | NEW | 2.3k | 128.70 |
|
| Masco Corporation (MAS) | 0.0 | $291k | 4.0k | 72.57 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $290k | 5.5k | 52.47 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $289k | NEW | 3.2k | 89.08 |
|
| Ansys (ANSS) | 0.0 | $289k | 856.00 | 337.33 |
|
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $284k | +6% | 13k | 22.72 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $281k | +402% | 13k | 21.16 |
|
| Verizon Communications (VZ) | 0.0 | $279k | +8% | 7.0k | 39.99 |
|
| GSK Sponsored Adr (GSK) | 0.0 | $277k | 8.2k | 33.82 |
|
|
| Api Group Corp Com Stk (APG) | 0.0 | $275k | +2% | 7.7k | 35.97 |
|
| Antero Res (AR) | 0.0 | $275k | 7.8k | 35.05 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB) | 0.0 | $274k | NEW | 3.1k | 88.65 |
|
| Wp Carey (WPC) | 0.0 | $272k | -21% | 5.0k | 54.48 |
|
| Wells Fargo & Company (WFC) | 0.0 | $272k | -3% | 3.9k | 70.24 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $271k | 1.3k | 215.49 |
|
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $263k | +20% | 14k | 18.22 |
|
| FedEx Corporation (FDX) | 0.0 | $258k | +12% | 916.00 | 281.33 |
|
| Entergy Corporation (ETR) | 0.0 | $254k | NEW | 3.4k | 75.82 |
|
| Unilever Spon Adr New (UL) | 0.0 | $254k | -2% | 4.5k | 56.70 |
|
| State Street Corporation (STT) | 0.0 | $250k | NEW | 2.5k | 98.15 |
|
| Brookfield Wealth Sol Cl A Exchangeab (BNT) | 0.0 | $248k | 4.3k | 57.44 |
|
|
| Wec Energy Group (WEC) | 0.0 | $242k | -4% | 2.6k | 94.04 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $238k | 3.1k | 77.27 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $234k | NEW | 3.7k | 63.47 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $226k | -18% | 5.0k | 44.89 |
|
| IDEX Corporation (IEX) | 0.0 | $226k | NEW | 1.1k | 209.20 |
|
| Natera (NTRA) | 0.0 | $225k | NEW | 1.4k | 158.30 |
|
| Enbridge (ENB) | 0.0 | $225k | NEW | 5.3k | 42.43 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $224k | 1.2k | 186.70 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $222k | +2% | 4.6k | 48.33 |
|
| Expeditors International of Washington (EXPD) | 0.0 | $221k | -10% | 2.0k | 110.77 |
|
| CONMED Corporation (CNMD) | 0.0 | $219k | 3.2k | 68.44 |
|
|
| Cullen/Frost Bankers (CFR) | 0.0 | $218k | NEW | 1.6k | 134.25 |
|
| Canadian Natural Resources (CNQ) | 0.0 | $218k | NEW | 7.0k | 30.87 |
|
| Texas Pacific Land Corp (TPL) | 0.0 | $216k | NEW | 195.00 | 1105.96 |
|
| Hologic (HOLX) | 0.0 | $213k | 3.0k | 72.09 |
|
|
| eBay (EBAY) | 0.0 | $213k | 3.4k | 61.95 |
|
|
| Realty Income (O) | 0.0 | $212k | -9% | 4.0k | 53.41 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $209k | -14% | 1.7k | 124.96 |
|
| Goldman Sachs (GS) | 0.0 | $205k | NEW | 358.00 | 572.62 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $204k | NEW | 4.3k | 47.83 |
|
| Viper Energy Cl A | 0.0 | $204k | NEW | 4.2k | 49.07 |
|
| Microchip Technology (MCHP) | 0.0 | $202k | -16% | 3.5k | 57.35 |
|
| L3harris Technologies (LHX) | 0.0 | $201k | NEW | 955.00 | 210.28 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $201k | +22% | 5.3k | 38.08 |
|
| Viatris (VTRS) | 0.0 | $172k | -87% | 14k | 12.45 |
|
| Aldeyra Therapeutics (ALDX) | 0.0 | $141k | NEW | 28k | 4.99 |
|
| Asp Isotopes (ASPI) | 0.0 | $50k | NEW | 11k | 4.53 |
|
| Stride Note 1.125% 9/0 | 0.0 | $28k | 14k | 2.03 |
|
|
| Pacira Biosciences Note 0.750% 8/0 | 0.0 | $12k | 12k | 0.97 |
|
Past Filings by Boston Financial Mangement
SEC 13F filings are viewable for Boston Financial Mangement going back to 2010
- Boston Financial Mangement 2024 Q4 filed Feb. 3, 2025
- Boston Financial Mangement 2024 Q3 filed Oct. 25, 2024
- Boston Financial Mangement 2024 Q2 filed July 30, 2024
- Boston Financial Mangement 2024 Q1 filed May 10, 2024
- Boston Financial Mangement 2023 Q3 filed Nov. 9, 2023
- Boston Financial Mangement 2023 Q2 filed Aug. 7, 2023
- Boston Financial Mangement 2023 Q1 filed May 12, 2023
- Boston Financial Mangement 2022 Q4 filed Jan. 27, 2023
- Boston Financial Mangement 2022 Q3 filed Nov. 10, 2022
- Boston Financial Mangement 2022 Q2 filed Aug. 8, 2022
- Boston Financial Mangement 2022 Q1 filed May 13, 2022
- Boston Financial Mangement 2021 Q4 filed Feb. 11, 2022
- Boston Financial Mangement 2021 Q3 filed Nov. 12, 2021
- Boston Financial Mangement 2021 Q2 filed Aug. 3, 2021
- Boston Financial Mangement 2021 Q1 filed May 7, 2021
- Boston Financial Mangement 2020 Q4 filed Feb. 10, 2021