Abbot Financial Management as of March 31, 2018
Portfolio Holdings for Abbot Financial Management
Abbot Financial Management holds 105 positions in its portfolio as reported in the March 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 4.1 | $5.1M | 56k | 91.27 | |
JPMorgan Chase & Co. (JPM) | 3.8 | $4.7M | 43k | 109.97 | |
Intel Corporation (INTC) | 3.5 | $4.3M | 83k | 52.08 | |
Bank of America Corporation (BAC) | 3.2 | $4.0M | 135k | 29.99 | |
Cisco Systems (CSCO) | 2.8 | $3.5M | 81k | 42.89 | |
Apple (AAPL) | 2.8 | $3.5M | 21k | 167.81 | |
Boeing Company (BA) | 2.6 | $3.2M | 9.8k | 327.83 | |
Johnson & Johnson (JNJ) | 2.5 | $3.1M | 24k | 128.13 | |
Nike (NKE) | 2.4 | $3.0M | 46k | 66.45 | |
3M Company (MMM) | 2.3 | $2.9M | 13k | 219.53 | |
Pfizer (PFE) | 2.0 | $2.5M | 71k | 35.49 | |
McDonald's Corporation (MCD) | 2.0 | $2.5M | 16k | 156.37 | |
Procter & Gamble Company (PG) | 1.9 | $2.4M | 30k | 79.29 | |
Novartis (NVS) | 1.9 | $2.3M | 29k | 80.85 | |
Alphabet Inc Class A cs (GOOGL) | 1.9 | $2.3M | 2.2k | 1037.32 | |
Abbvie (ABBV) | 1.8 | $2.3M | 24k | 94.65 | |
Corning Incorporated (GLW) | 1.7 | $2.1M | 75k | 27.88 | |
Merck & Co (MRK) | 1.7 | $2.1M | 38k | 54.48 | |
At&t (T) | 1.7 | $2.1M | 58k | 35.65 | |
FedEx Corporation (FDX) | 1.6 | $2.0M | 8.5k | 240.07 | |
Verizon Communications (VZ) | 1.6 | $2.0M | 42k | 47.81 | |
Emerson Electric (EMR) | 1.6 | $1.9M | 29k | 68.30 | |
Financial Select Sector SPDR (XLF) | 1.6 | $1.9M | 71k | 27.57 | |
Kimberly-Clark Corporation (KMB) | 1.5 | $1.9M | 17k | 110.13 | |
Vanguard Mid-Cap ETF (VO) | 1.5 | $1.9M | 12k | 154.22 | |
Technology SPDR (XLK) | 1.5 | $1.8M | 28k | 65.41 | |
State Street Corporation (STT) | 1.4 | $1.8M | 18k | 99.76 | |
Aetna | 1.4 | $1.8M | 11k | 169.04 | |
Walt Disney Company (DIS) | 1.3 | $1.7M | 17k | 100.46 | |
Vanguard Europe Pacific ETF (VEA) | 1.2 | $1.5M | 35k | 44.24 | |
General Motors Company (GM) | 1.2 | $1.5M | 40k | 36.34 | |
Western Digital (WDC) | 1.1 | $1.3M | 14k | 92.26 | |
Exxon Mobil Corporation (XOM) | 1.1 | $1.3M | 18k | 74.58 | |
Lazard Ltd-cl A shs a | 1.0 | $1.3M | 24k | 52.55 | |
Pepsi (PEP) | 1.0 | $1.2M | 11k | 109.18 | |
PPG Industries (PPG) | 1.0 | $1.2M | 11k | 111.59 | |
United Technologies Corporation | 1.0 | $1.2M | 9.7k | 125.80 | |
ConocoPhillips (COP) | 0.9 | $1.1M | 19k | 59.28 | |
PowerShares Dynamic Biotech &Genome | 0.9 | $1.1M | 23k | 49.21 | |
Materials SPDR (XLB) | 0.9 | $1.1M | 19k | 56.94 | |
Safety Insurance (SAFT) | 0.9 | $1.1M | 14k | 76.88 | |
CVS Caremark Corporation (CVS) | 0.8 | $1.1M | 17k | 62.23 | |
Dunkin' Brands Group | 0.8 | $1.1M | 18k | 59.70 | |
Chevron Corporation (CVX) | 0.8 | $1.0M | 9.2k | 114.00 | |
Occidental Petroleum Corporation (OXY) | 0.8 | $1.0M | 16k | 64.97 | |
Morgan Stanley (MS) | 0.8 | $1.0M | 19k | 53.94 | |
General Electric Company | 0.8 | $979k | 73k | 13.49 | |
Texas Instruments Incorporated (TXN) | 0.8 | $989k | 9.5k | 103.93 | |
SPDR KBW Regional Banking (KRE) | 0.8 | $966k | 16k | 60.38 | |
Diageo (DEO) | 0.8 | $945k | 7.0k | 135.48 | |
Vanguard European ETF (VGK) | 0.7 | $911k | 16k | 58.14 | |
Blackstone | 0.7 | $887k | 28k | 31.96 | |
AFLAC Incorporated (AFL) | 0.7 | $890k | 20k | 43.78 | |
Celanese Corporation (CE) | 0.7 | $887k | 8.9k | 100.23 | |
iShares Russell 2000 Index (IWM) | 0.7 | $859k | 5.7k | 151.77 | |
Abbott Laboratories (ABT) | 0.6 | $773k | 13k | 59.89 | |
Health Care SPDR (XLV) | 0.6 | $777k | 9.6k | 81.36 | |
Air Products & Chemicals (APD) | 0.6 | $776k | 4.9k | 159.11 | |
Home Depot (HD) | 0.6 | $739k | 4.1k | 178.29 | |
SEI Investments Company (SEIC) | 0.5 | $667k | 8.9k | 74.94 | |
PennantPark Investment (PNNT) | 0.5 | $679k | 102k | 6.68 | |
Kinder Morgan (KMI) | 0.5 | $669k | 45k | 15.05 | |
CSX Corporation (CSX) | 0.5 | $642k | 12k | 55.69 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.5 | $639k | 6.0k | 106.82 | |
Dominion Resources (D) | 0.5 | $595k | 8.8k | 67.39 | |
Gra (GGG) | 0.5 | $569k | 13k | 45.70 | |
Vanguard Growth ETF (VUG) | 0.5 | $572k | 4.0k | 141.76 | |
John Hancock Tax-Advantage Dvd Incom (HTD) | 0.4 | $538k | 25k | 21.69 | |
NVIDIA Corporation (NVDA) | 0.4 | $504k | 2.2k | 231.72 | |
iShares MSCI EAFE Index Fund (EFA) | 0.4 | $477k | 6.9k | 69.62 | |
General Mills (GIS) | 0.4 | $462k | 10k | 45.10 | |
Buckeye Partners | 0.4 | $467k | 13k | 37.42 | |
Stryker Corporation (SYK) | 0.3 | $418k | 2.6k | 160.77 | |
iShares Dow Jones Select Dividend (DVY) | 0.3 | $398k | 4.2k | 95.10 | |
Vanguard Value ETF (VTV) | 0.3 | $395k | 3.8k | 103.24 | |
Coty Inc Cl A (COTY) | 0.3 | $384k | 21k | 18.29 | |
International Business Machines (IBM) | 0.3 | $361k | 2.4k | 153.42 | |
Chubb (CB) | 0.3 | $367k | 2.7k | 136.89 | |
Oracle Corporation (ORCL) | 0.3 | $336k | 7.3k | 45.72 | |
Tor Dom Bk Cad (TD) | 0.3 | $337k | 5.9k | 56.83 | |
Oneok (OKE) | 0.3 | $333k | 5.8k | 56.98 | |
Ishares Inc core msci emkt (IEMG) | 0.3 | $334k | 5.7k | 58.34 | |
Chemed Corp Com Stk (CHE) | 0.3 | $327k | 1.2k | 272.50 | |
Citigroup (C) | 0.3 | $319k | 4.7k | 67.57 | |
G1 Therapeutics | 0.2 | $315k | 8.5k | 37.06 | |
Genuine Parts Company (GPC) | 0.2 | $303k | 3.4k | 89.78 | |
Starbucks Corporation (SBUX) | 0.2 | $289k | 5.0k | 57.80 | |
PowerShares Fin. Preferred Port. | 0.2 | $291k | 16k | 18.56 | |
Palo Alto Networks (PANW) | 0.2 | $290k | 1.6k | 181.25 | |
People's United Financial | 0.2 | $276k | 15k | 18.64 | |
Under Armour (UAA) | 0.2 | $232k | 14k | 16.34 | |
Berkshire Hathaway (BRK.B) | 0.2 | $224k | 1.1k | 199.11 | |
Zimmer Holdings (ZBH) | 0.2 | $227k | 2.1k | 109.13 | |
Spdr S&p 500 Etf (SPY) | 0.2 | $211k | 800.00 | 263.75 | |
Schlumberger (SLB) | 0.2 | $217k | 3.3k | 64.89 | |
Clorox Company (CLX) | 0.2 | $213k | 1.6k | 133.12 | |
Enterprise Products Partners (EPD) | 0.2 | $213k | 8.7k | 24.48 | |
Dcp Midstream Partners | 0.2 | $209k | 5.9k | 35.17 | |
Consumer Discretionary SPDR (XLY) | 0.2 | $213k | 2.1k | 101.43 | |
Corporate Capital Trust | 0.2 | $207k | 12k | 16.90 | |
SPDR Gold Trust (GLD) | 0.2 | $201k | 1.6k | 125.62 | |
Under Armour Inc Cl C (UA) | 0.1 | $148k | 10k | 14.34 | |
Blackrock Muniholdings Insured Fund II (MUE) | 0.1 | $132k | 11k | 12.28 | |
Opko Health (OPK) | 0.0 | $45k | 14k | 3.19 | |
United States Antimony (UAMY) | 0.0 | $8.9k | 34k | 0.26 |