Boston Financial Mangement LLC Sells in Q4 2024

Boston Financial Mangement LLC

  • $3.18 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SBUX
Starbucks Corp

Consumer Cyclical
-17
- 0.09%
$87.44 - $102.5 $1.49K - $1.74K
18.7K $1.7M
ICE
Intercontinental Exchange, Inc.

Financial Services
-50
- 0.55%
$148.29 - $166.93 $7.41K - $8.35K
9.01K $1.34M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-830
- 16.76%
$96.64 - $101.23 $80.2K - $84K
4.12K $399K
VTV
Vanguard Value ETF

ETFs
-373
- 7.29%
$168.32 - $181.87 $62.8K - $67.8K
4.74K $803K
SO
Southern CO

Utilities
-100
- 0.96%
$81.5 - $94.15 $8.15K - $9.42K
10.3K $849K
BWXT
Bwx Technologies, Inc.

Industrials
-981
- 7.11%
$111.39 - $133.28 $109K - $131K
12.8K $1.43M
IQSI
Indexiq ETF Tr Iq Candriam Esg

ETFs
-700
- 4.02%
$28.46 - $31.15 $19.9K - $21.8K
16.7K $476K
EXPD
Expeditors International Of Washington Inc

Industrials
-225
- 10.13%
$110.5 - $128.26 $24.9K - $28.9K
2K $221K
O
Realty Income Corp

Real Estate
-400
- 9.14%
$51.76 - $64.71 $20.7K - $25.9K
3.97K $212K
JKHY
Henry Jack & Associates Inc

Technology
-307
- 3.85%
$171.12 - $186.18 $52.5K - $57.2K
7.66K $1.34M
VGT
Vanguard Information Technolog

ETFs
-135
- 17.9%
$571.78 - $647.97 $77.2K - $87.5K
619 $384K
MKC
Mccormick & CO Inc

Consumer Defensive
-70
- 0.86%
$73.97 - $84.09 $5.18K - $5.89K
8.05K $613K
UL
Unilever PLC

Consumer Defensive
-135
- 2.93%
$56.7 - $64.64 $7.65K - $8.73K
4.48K $253K
TAP
Molson Coors Beverage CO

Consumer Defensive
-743
- 3.8%
$53.97 - $63.88 $40.1K - $47.5K
18.8K $1.08M
EVX
Vaneck ETF Tr Environmental Se

ETFs
-115
- 4.75%
$170.76 - $191.9 $19.6K - $22.1K
2.3K $393K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-278
- 14.27%
$121.89 - $135.52 $33.9K - $37.7K
1.67K $208K
IQSU
Indexiq ETF Tr Iq Candriam Esg

ETFs
-1.19K
- 2.26%
$46.87 - $50.7 $55.5K - $60.1K
51.2K $2.48M
IAU
Ishares Gold Trust

ETFs
-200
- 0.21%
$48.37 - $52.65 $9.67K - $10.5K
94.5K $4.68M
EBLU
Ecofin Global Water Esg Fund

ETFs
-130
- 1.6%
$48.14 - $50.45 $6.26K - $6.56K
7.99K $384K
WEC
Wec Energy Group, Inc.

Utilities
-135
- 4.99%
$92.94 - $101.82 $12.5K - $13.7K
2.57K $241K
SPMD
Spdr Portfolio

ETFs
-230
- 2.64%
$54.13 - $59.56 $12.4K - $13.7K
8.49K $464K
RPM
Rpm International Inc

Basic Materials
-200
- 2.9%
$120.09 - $140.26 $24K - $28.1K
6.71K $825K
VO
Vanguard Mid Cap ETF

ETFs
-40
- 1.63%
$261.5 - $284.63 $10.5K - $11.4K
2.41K $636K
IWR
Ishares Russell Mid Cap ETF

ETFs
-80
- 0.5%
$87.25 - $95.52 $6.98K - $7.64K
15.9K $1.4M
Kenvue Inc
-4.46K
- 2.21%
N/A
197K $0
Veralto Corp
-1.19K
- 9.37%
N/A
11.5K $0
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
-65
- 1.6%
$113.29 - $121.45 $7.36K - $7.89K
4.01K $464K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-100
- 2.23%
$77.25 - $91.3 $7.73K - $9.13K
4.38K $373K
ROK
Rockwell Automation, Inc

Industrials
-36
- 1.29%
$264.65 - $302.92 $9.53K - $10.9K
2.75K $787K
WFC
Wells Fargo & Company

Financial Services
-159
- 3.95%
$54.98 - $77.35 $8.74K - $12.3K
3.87K $271K
ISRG
Intuitive Surgical Inc

Healthcare
-127
- 3.31%
$471.27 - $550.62 $59.9K - $69.9K
3.71K $1.93M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-100
- 5.12%
$138.3 - $192.95 $13.8K - $19.3K
1.86K $327K
INTU
Intuit Inc

Technology
-17
- 0.19%
$602.01 - $706.25 $10.2K - $12K
8.98K $5.64M
BA
Boeing CO

Industrials
-86
- 2.32%
$138.14 - $180.72 $11.9K - $15.5K
3.62K $640K
VRSK
Verisk Analytics, Inc.

Industrials
-80
- 0.57%
$262.86 - $294.75 $21K - $23.6K
14K $3.86M
VUG
Vanguard Growth ETF

ETFs
-57
- 1.17%
$378.79 - $428.11 $21.6K - $24.4K
4.84K $1.98M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-403
- 2.58%
$370.24 - $418.94 $149K - $169K
15.2K $6.12M
EMR
Emerson Electric CO

Industrials
-319
- 1.49%
$108.13 - $134.33 $34.5K - $42.9K
21.2K $2.62M
GILD
Gilead Sciences, Inc.

Healthcare
-895
- 2.01%
$83.95 - $97.9 $75.1K - $87.6K
43.5K $4.02M
NFLX
Netflix Inc

Communication Services
-48
- 2.54%
$687.65 - $936.56 $33K - $45K
1.84K $1.64M
IVV
Ishares Core S&P 500 ETF

ETFs
-383
- 0.86%
$570.51 - $610.59 $219K - $234K
44.4K $26.1M
LYV
Live Nation Entertainment, Inc.

Communication Services
-465
- 2.42%
$109.06 - $140.54 $50.7K - $65.4K
18.7K $2.42M
BX
Blackstone Inc.

Financial Services
-8
- 0.04%
$148.45 - $199.05 $1.19K - $1.59K
22.7K $3.91M
COST
Costco Wholesale Corp

Consumer Defensive
-599
- 1.39%
$873.59 - $994.69 $523K - $596K
42.4K $38.9M
WAT
Waters Corp

Healthcare
-451
- 0.54%
$323.11 - $392.01 $146K - $177K
83.7K $31.1M
WRB
Berkley W R Corp

Financial Services
-6.66K
- 0.67%
$56.48 - $64.94 $376K - $433K
981K $57.4M
CRM
Salesforce, Inc.

Technology
-45
- 0.19%
$270.87 - $367.87 $12.2K - $16.6K
23.8K $7.96M
GOOG
Alphabet Inc.

Communication Services
-1.5K
- 0.95%
$163.08 - $198.16 $245K - $297K
156K $29.8M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.42K
- 1.22%
$180.88 - $232.93 $437K - $563K
196K $43.1M
Activity Summary
Buys All Purchases 186 New Holdings 26 Increased Positions 160 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 2 Puts 0
Track This Portfolio

Track Boston Financial Mangement LLC Portfolio

Follow Boston Financial Mangement LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Boston Financial Mangement LLC, based on Form 13F filings with the SEC.

News

Stay updated on Boston Financial Mangement LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email