Boston Financial Mangement LLC Portfolio Holdings
Boston Financial Mangement LLC
- $3.18 Billion
- Q4 2024
Boston Financial Mangement LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.18 Billion distributed in 337 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $179M, Watsco Inc with a value of $162M, Microsoft Corp with a value of $162M, Fair Isaac Corp with a value of $141M, and Copart Inc with a value of $115M.
Examining the 13F form we can see an decrease of $51.6M in the current position value, from $3.23B to 3.18B.
Boston Financial Mangement LLC is based out at Boston, MA
Below you can find more details about Boston Financial Mangement LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.18 Billion
Technology: $802 Million
Financial Services: $555 Million
ETFs: $502 Million
Industrials: $375 Million
Consumer Cyclical: $246 Million
Healthcare: $226 Million
Communication Services: $154 Million
Basic Materials: $125 Million
Other: $194 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 337
- Current Value $3.18 Billion
- Prior Value $3.23 Billion
- Filing
- Period Q4 2024
- Filing Date February 03, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 26 stocks
- Additional Purchases 160 stocks
- Sold out of 0 stocks
- Reduced holdings in 101 stocks