Abbot Financial Management as of June 30, 2019
Portfolio Holdings for Abbot Financial Management
Abbot Financial Management holds 117 positions in its portfolio as reported in the June 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 5.1 | $7.0M | 53k | 133.96 | |
JPMorgan Chase & Co. (JPM) | 3.4 | $4.7M | 42k | 111.80 | |
Cisco Systems (CSCO) | 3.1 | $4.3M | 79k | 54.74 | |
Intel Corporation (INTC) | 2.8 | $3.9M | 82k | 47.87 | |
Apple (AAPL) | 2.8 | $3.9M | 20k | 197.92 | |
Bank of America Corporation (BAC) | 2.6 | $3.6M | 124k | 29.00 | |
Nike (NKE) | 2.6 | $3.6M | 43k | 83.95 | |
Johnson & Johnson (JNJ) | 2.3 | $3.2M | 23k | 139.29 | |
Walt Disney Company (DIS) | 2.2 | $3.1M | 22k | 139.62 | |
Pfizer (PFE) | 2.1 | $2.9M | 68k | 43.33 | |
Boeing Company (BA) | 2.1 | $2.9M | 8.1k | 364.03 | |
Merck & Co (MRK) | 2.1 | $2.9M | 35k | 83.84 | |
Corning Incorporated (GLW) | 1.9 | $2.7M | 80k | 33.23 | |
McDonald's Corporation (MCD) | 1.9 | $2.6M | 13k | 207.64 | |
Novartis (NVS) | 1.8 | $2.5M | 27k | 91.32 | |
Procter & Gamble Company (PG) | 1.8 | $2.5M | 23k | 109.64 | |
Lockheed Martin Corporation (LMT) | 1.8 | $2.4M | 6.7k | 363.47 | |
Alphabet Inc Class A cs (GOOGL) | 1.7 | $2.3M | 2.2k | 1082.72 | |
Verizon Communications (VZ) | 1.7 | $2.3M | 40k | 57.13 | |
3M Company (MMM) | 1.6 | $2.2M | 13k | 173.34 | |
Technology SPDR (XLK) | 1.6 | $2.2M | 28k | 78.04 | |
Vanguard Mid-Cap ETF (VO) | 1.6 | $2.2M | 13k | 167.13 | |
Kimberly-Clark Corporation (KMB) | 1.6 | $2.2M | 16k | 133.31 | |
Home Depot (HD) | 1.4 | $2.0M | 9.6k | 208.01 | |
iShares Russell 2000 Index (IWM) | 1.4 | $1.9M | 12k | 155.47 | |
At&t (T) | 1.4 | $1.9M | 56k | 33.51 | |
Vanguard Growth ETF (VUG) | 1.3 | $1.9M | 11k | 163.42 | |
Financial Select Sector SPDR (XLF) | 1.3 | $1.8M | 65k | 27.61 | |
Emerson Electric (EMR) | 1.3 | $1.8M | 27k | 66.72 | |
Abbvie (ABBV) | 1.2 | $1.6M | 22k | 72.70 | |
Pepsi (PEP) | 1.1 | $1.5M | 12k | 131.11 | |
FedEx Corporation (FDX) | 1.1 | $1.5M | 8.9k | 164.20 | |
Vanguard Europe Pacific ETF (VEA) | 0.9 | $1.3M | 31k | 41.71 | |
Kinder Morgan (KMI) | 0.9 | $1.2M | 60k | 20.88 | |
Blackstone Group Inc Com Cl A (BX) | 0.9 | $1.2M | 27k | 44.42 | |
Safety Insurance (SAFT) | 0.9 | $1.2M | 13k | 95.14 | |
United Technologies Corporation | 0.9 | $1.2M | 9.3k | 130.17 | |
Invesco Dynamic Biotechnology other (PBE) | 0.8 | $1.2M | 22k | 53.50 | |
Texas Instruments Incorporated (TXN) | 0.8 | $1.2M | 10k | 114.71 | |
AFLAC Incorporated (AFL) | 0.8 | $1.1M | 20k | 54.79 | |
Chevron Corporation (CVX) | 0.8 | $1.1M | 8.6k | 124.45 | |
Consumer Discretionary SPDR (XLY) | 0.8 | $1.1M | 8.9k | 119.14 | |
Abbott Laboratories (ABT) | 0.8 | $1.1M | 13k | 84.11 | |
Materials SPDR (XLB) | 0.8 | $1.0M | 18k | 58.52 | |
ConocoPhillips (COP) | 0.8 | $1.0M | 17k | 61.00 | |
Diageo (DEO) | 0.8 | $1.0M | 6.0k | 172.38 | |
General Motors Company (GM) | 0.7 | $977k | 25k | 38.54 | |
Air Products & Chemicals (APD) | 0.7 | $963k | 4.3k | 226.48 | |
Health Care SPDR (XLV) | 0.7 | $947k | 10k | 92.62 | |
Schlumberger (SLB) | 0.7 | $939k | 24k | 39.72 | |
State Street Corporation (STT) | 0.7 | $930k | 17k | 56.04 | |
Celanese Corporation (CE) | 0.7 | $900k | 8.4k | 107.78 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.7 | $892k | 7.8k | 115.10 | |
Exxon Mobil Corporation (XOM) | 0.6 | $871k | 11k | 76.63 | |
Morgan Stanley (MS) | 0.6 | $872k | 20k | 43.82 | |
CVS Caremark Corporation (CVS) | 0.6 | $812k | 15k | 54.51 | |
Lazard Ltd-cl A shs a | 0.6 | $816k | 24k | 34.39 | |
SPDR KBW Regional Banking (KRE) | 0.6 | $803k | 15k | 53.42 | |
First Tr Exchange Traded Fd nasdaq cea cyb (CIBR) | 0.6 | $805k | 28k | 28.60 | |
Occidental Petroleum Corporation (OXY) | 0.6 | $776k | 15k | 50.26 | |
PennantPark Investment (PNNT) | 0.6 | $761k | 120k | 6.32 | |
Vanguard Value ETF (VTV) | 0.6 | $766k | 6.9k | 110.92 | |
International Business Machines (IBM) | 0.5 | $743k | 5.4k | 137.87 | |
CSX Corporation (CSX) | 0.5 | $699k | 9.0k | 77.39 | |
Dunkin' Brands Group | 0.5 | $697k | 8.8k | 79.65 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.5 | $683k | 6.3k | 109.07 | |
Costco Wholesale Corporation (COST) | 0.5 | $636k | 2.4k | 265.00 | |
John Hancock Tax-Advantage Dvd Incom (HTD) | 0.4 | $565k | 22k | 25.39 | |
Gra (GGG) | 0.4 | $549k | 11k | 50.14 | |
Stryker Corporation (SYK) | 0.4 | $514k | 2.5k | 205.60 | |
SEI Investments Company (SEIC) | 0.4 | $499k | 8.9k | 56.07 | |
Oracle Corporation (ORCL) | 0.3 | $477k | 8.4k | 56.97 | |
NVIDIA Corporation (NVDA) | 0.3 | $464k | 2.8k | 164.42 | |
Buckeye Partners | 0.3 | $464k | 11k | 41.05 | |
Micron Technology (MU) | 0.3 | $473k | 12k | 38.61 | |
Ishares High Dividend Equity F (HDV) | 0.3 | $457k | 4.8k | 94.60 | |
Doubleline Total Etf etf (TOTL) | 0.3 | $443k | 9.0k | 49.09 | |
iShares MSCI EAFE Index Fund (EFA) | 0.3 | $434k | 6.6k | 65.80 | |
Chemed Corp Com Stk (CHE) | 0.3 | $433k | 1.2k | 360.83 | |
iShares Russell 1000 Growth Index (IWF) | 0.3 | $427k | 2.7k | 157.22 | |
International Game Technology (IGT) | 0.3 | $422k | 33k | 12.96 | |
Chubb (CB) | 0.3 | $428k | 2.9k | 147.28 | |
salesforce (CRM) | 0.3 | $401k | 2.6k | 151.84 | |
Oneok (OKE) | 0.3 | $402k | 5.8k | 68.79 | |
Starbucks Corporation (SBUX) | 0.3 | $377k | 4.5k | 83.78 | |
iShares Dow Jones Select Dividend (DVY) | 0.3 | $378k | 3.8k | 99.60 | |
Genuine Parts Company (GPC) | 0.2 | $350k | 3.4k | 103.70 | |
Amazon (AMZN) | 0.2 | $345k | 182.00 | 1895.60 | |
Under Armour (UAA) | 0.2 | $339k | 13k | 25.33 | |
Tor Dom Bk Cad (TD) | 0.2 | $346k | 5.9k | 58.35 | |
Palo Alto Networks (PANW) | 0.2 | $352k | 1.7k | 203.59 | |
Alcon (ALC) | 0.2 | $336k | 5.4k | 61.91 | |
Citigroup (C) | 0.2 | $314k | 4.5k | 69.93 | |
iShares S&P SmallCap 600 Index (IJR) | 0.2 | $300k | 3.8k | 78.17 | |
Vanguard European ETF (VGK) | 0.2 | $300k | 5.5k | 54.84 | |
Vanguard Health Care ETF (VHT) | 0.2 | $306k | 1.8k | 173.67 | |
Dominion Resources (D) | 0.2 | $288k | 3.7k | 77.23 | |
Spdr S&p 500 Etf (SPY) | 0.2 | $284k | 970.00 | 292.78 | |
Cintas Corporation (CTAS) | 0.2 | $287k | 1.2k | 237.19 | |
Apollo Global Management 'a' | 0.2 | $285k | 8.3k | 34.34 | |
Invesco Financial Preferred Et other (PGF) | 0.2 | $289k | 16k | 18.43 | |
General Mills (GIS) | 0.2 | $265k | 5.0k | 52.53 | |
Enterprise Products Partners (EPD) | 0.2 | $266k | 9.2k | 28.91 | |
G1 Therapeutics | 0.2 | $262k | 8.6k | 30.64 | |
Invesco Exchange Traded Fd T s&p500 eql tec (RSPT) | 0.2 | $263k | 1.5k | 177.70 | |
General Electric Company | 0.2 | $247k | 24k | 10.52 | |
Clorox Company (CLX) | 0.2 | $245k | 1.6k | 153.12 | |
Ishares Tr Exponential Technologies Etf (XT) | 0.2 | $248k | 6.4k | 38.54 | |
Berkshire Hathaway (BRK.B) | 0.2 | $240k | 1.1k | 213.33 | |
Under Armour Inc Cl C (UA) | 0.2 | $231k | 10k | 22.18 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.2 | $227k | 5.3k | 42.83 | |
Vanguard Total Stock Market ETF (VTI) | 0.2 | $224k | 1.5k | 150.23 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.2 | $226k | 1.2k | 186.47 | |
People's United Financial | 0.1 | $206k | 12k | 16.74 | |
SPDR Gold Trust (GLD) | 0.1 | $202k | 1.5k | 132.98 | |
Fs Investment Corporation | 0.1 | $198k | 33k | 5.95 | |
United States Antimony (UAMY) | 0.0 | $19k | 34k | 0.55 |