Boston Research & Management as of Dec. 31, 2024
Portfolio Holdings for Boston Research & Management
Boston Research & Management holds 116 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 |
|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 4.6 | $19M | 32k | 588.67 | |
| Microsoft Corporation (MSFT) | 4.3 | $18M | 42k | 421.50 | |
| Apple (AAPL) | 3.5 | $14M | 58k | 250.42 | |
| Wal-Mart Stores (WMT) | 2.9 | $12M | 134k | 90.35 | |
| Mastercard Incorporated Cl A (MA) | 2.7 | $11M | 22k | 526.58 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $10M | 53k | 189.30 | |
| Tractor Supply Company (TSCO) | 2.3 | $9.5M | 179k | 53.06 | |
| Abbvie (ABBV) | 2.2 | $9.3M | 52k | 177.70 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.2 | $9.0M | 20k | 453.27 | |
| JPMorgan Chase & Co. (JPM) | 2.1 | $8.8M | 37k | 239.71 | |
| Cisco Systems (CSCO) | 2.1 | $8.8M | 149k | 59.20 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 2.1 | $8.5M | 74k | 115.22 | |
| Fastenal Company (FAST) | 1.9 | $7.8M | 108k | 71.91 | |
| Amazon (AMZN) | 1.9 | $7.7M | 35k | 219.39 | |
| Xylem (XYL) | 1.8 | $7.6M | 66k | 116.02 | |
| Procter & Gamble Company (PG) | 1.8 | $7.5M | 45k | 167.65 | |
| McDonald's Corporation (MCD) | 1.8 | $7.4M | 25k | 289.88 | |
| Abbott Laboratories (ABT) | 1.7 | $7.1M | 63k | 113.11 | |
| Bank of New York Mellon Corporation (BNY) | 1.7 | $7.1M | 92k | 76.83 | |
| General Mills (GIS) | 1.7 | $6.9M | 108k | 63.77 | |
| Linde SHS (LIN) | 1.6 | $6.8M | 16k | 418.67 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.6 | $6.6M | 19k | 351.79 | |
| Merck & Co (MRK) | 1.6 | $6.4M | 65k | 99.48 | |
| Snap-on Incorporated (SNA) | 1.5 | $6.4M | 19k | 339.48 | |
| Colgate-Palmolive Company (CL) | 1.4 | $5.9M | 65k | 90.91 | |
| Labcorp Holdings Com Shs (LH) | 1.4 | $5.8M | 26k | 229.32 | |
| D.R. Horton (DHI) | 1.4 | $5.7M | 41k | 139.82 | |
| Exxon Mobil Corporation (XOM) | 1.4 | $5.7M | 53k | 107.57 | |
| Ishares Core Msci Emkt (IEMG) | 1.3 | $5.5M | 105k | 52.22 | |
| Lockheed Martin Corporation (LMT) | 1.3 | $5.5M | 11k | 485.95 | |
| Pepsi (PEP) | 1.3 | $5.4M | 35k | 152.06 | |
| Nextera Energy (NEE) | 1.3 | $5.4M | 75k | 71.69 | |
| Walt Disney Company (DIS) | 1.3 | $5.2M | 47k | 111.35 | |
| United Parcel Service CL B (UPS) | 1.2 | $5.2M | 41k | 126.10 | |
| SYSCO Corporation (SYY) | 1.2 | $5.1M | 67k | 76.46 | |
| Comcast Corp Cl A (CMCSA) | 1.2 | $5.0M | 133k | 37.53 | |
| Duke Energy Corp Com New (DUK) | 1.2 | $5.0M | 46k | 107.74 | |
| Coca-Cola Company (KO) | 1.2 | $4.9M | 79k | 62.26 | |
| Thermo Fisher Scientific (TMO) | 1.2 | $4.9M | 9.4k | 520.23 | |
| Ishares Tr Core Msci Eafe (IEFA) | 1.2 | $4.9M | 69k | 70.28 | |
| Ishares Tr Russell 2000 Etf (IWM) | 1.1 | $4.6M | 21k | 220.96 | |
| Us Bancorp Del Com New (USB) | 1.1 | $4.5M | 95k | 47.83 | |
| Omni (OMC) | 1.1 | $4.4M | 51k | 86.04 | |
| Select Sector Spdr Tr Energy (XLE) | 1.1 | $4.4M | 51k | 85.66 | |
| Verizon Communications (VZ) | 1.0 | $4.3M | 107k | 39.99 | |
| Albemarle Corp 7.25% Dep Shs A (ALB.PA) | 1.0 | $4.2M | 103k | 40.69 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $4.2M | 7.1k | 586.10 | |
| Medtronic SHS (MDT) | 1.0 | $4.1M | 51k | 79.88 | |
| Cintas Corporation (CTAS) | 0.9 | $3.9M | 21k | 182.70 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $3.6M | 12k | 289.81 | |
| Adobe Systems Incorporated (ADBE) | 0.9 | $3.6M | 8.1k | 444.68 | |
| Home Depot (HD) | 0.8 | $3.4M | 8.8k | 388.99 | |
| ConocoPhillips (COP) | 0.8 | $3.3M | 33k | 99.17 | |
| Eli Lilly & Co. (LLY) | 0.8 | $3.2M | 4.2k | 772.00 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $3.1M | 49k | 62.31 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.6 | $2.6M | 33k | 78.65 | |
| Ishares Gold Tr Ishares New (IAU) | 0.6 | $2.5M | 50k | 49.51 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $2.5M | 10k | 240.28 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.9M | 10k | 190.44 | |
| Vaneck Etf Trust Biotech Etf (BBH) | 0.5 | $1.9M | 12k | 156.97 | |
| Oracle Corporation (ORCL) | 0.4 | $1.7M | 10k | 166.64 | |
| Ishares Tr Ishares Biotech (IBB) | 0.4 | $1.7M | 13k | 132.21 | |
| Stryker Corporation (SYK) | 0.4 | $1.6M | 4.4k | 360.05 | |
| CVS Caremark Corporation (CVS) | 0.4 | $1.5M | 34k | 44.89 | |
| NVIDIA Corporation (NVDA) | 0.4 | $1.5M | 11k | 134.29 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.3 | $1.4M | 3.4k | 425.50 | |
| Johnson & Johnson (JNJ) | 0.3 | $1.4M | 9.7k | 144.62 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $1.3M | 23k | 57.41 | |
| Caterpillar (CAT) | 0.3 | $1.3M | 3.5k | 362.76 | |
| Chevron Corporation (CVX) | 0.3 | $1.2M | 8.6k | 144.84 | |
| Paychex (PAYX) | 0.3 | $1.1M | 7.6k | 140.22 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $1.1M | 22k | 47.82 | |
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.2 | $1.0M | 20k | 51.91 | |
| Qorvo (QRVO) | 0.2 | $878k | 13k | 69.93 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $711k | 16k | 44.04 | |
| International Business Machines (IBM) | 0.2 | $706k | 3.2k | 219.86 | |
| Illinois Tool Works (ITW) | 0.2 | $654k | 2.6k | 253.56 | |
| Emerson Electric (EMR) | 0.2 | $632k | 5.1k | 123.93 | |
| Waste Management (WM) | 0.2 | $624k | 3.1k | 201.79 | |
| Yum! Brands (YUM) | 0.1 | $580k | 4.3k | 134.16 | |
| 3M Company (MMM) | 0.1 | $567k | 4.4k | 129.09 | |
| Marsh & McLennan Companies (MRSH) | 0.1 | $557k | 2.6k | 212.41 | |
| Automatic Data Processing (ADP) | 0.1 | $502k | 1.7k | 292.73 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $493k | 16k | 31.44 | |
| Ishares Tr Grwt Allocat Etf (AOR) | 0.1 | $484k | 8.4k | 57.32 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $470k | 2.7k | 175.23 | |
| Qualcomm (QCOM) | 0.1 | $464k | 3.0k | 153.62 | |
| PPG Industries (PPG) | 0.1 | $442k | 3.7k | 119.45 | |
| Danaher Corporation (DHR) | 0.1 | $440k | 1.9k | 229.55 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $414k | 4.3k | 96.90 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $413k | 808.00 | 511.46 | |
| Ge Aerospace Com New (GE) | 0.1 | $403k | 2.4k | 166.79 | |
| Pfizer (PFE) | 0.1 | $399k | 15k | 26.53 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $397k | 3.0k | 131.04 | |
| Southern Company (SO) | 0.1 | $388k | 4.7k | 82.32 | |
| Bristol Myers Squibb (BMY) | 0.1 | $377k | 6.7k | 56.56 | |
| UnitedHealth (UNH) | 0.1 | $374k | 740.00 | 505.86 | |
| Boston Properties (BXP) | 0.1 | $361k | 4.9k | 74.36 | |
| Amgen (AMGN) | 0.1 | $322k | 1.2k | 260.64 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $310k | 772.00 | 401.58 | |
| Ishares Tr Global Tech Etf (IXN) | 0.1 | $305k | 3.6k | 84.75 | |
| Masco Corporation (MAS) | 0.1 | $290k | 4.0k | 72.57 | |
| Hp (HPQ) | 0.1 | $283k | 8.7k | 32.63 | |
| Genuine Parts Company (GPC) | 0.1 | $279k | 2.4k | 116.76 | |
| Costco Wholesale Corporation (COST) | 0.1 | $266k | 290.00 | 916.27 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $247k | 768.00 | 322.16 | |
| Agilent Technologies Inc C ommon (A) | 0.1 | $247k | 1.8k | 134.34 | |
| Lowe's Companies (LOW) | 0.1 | $242k | 980.00 | 246.80 | |
| American Express Company (AXP) | 0.1 | $237k | 800.00 | 296.79 | |
| Boeing Company (BA) | 0.1 | $230k | 1.3k | 177.00 | |
| Nucor Corporation (NUE) | 0.1 | $226k | 1.9k | 116.71 | |
| Clorox Company (CLX) | 0.1 | $223k | 1.4k | 162.41 | |
| Yum China Holdings (YUMC) | 0.1 | $208k | 4.3k | 48.17 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $205k | 1.8k | 115.72 | |
| General Dynamics Corporation (GD) | 0.0 | $203k | 770.00 | 263.49 | |
| Empire St Rlty Op Unit Ltd Prtnsp (ESBA) | 0.0 | $110k | 11k | 10.18 |
