Boston Financial Mangement LLC

Filing Details

13F-HR • 2024-12-31

SEC FilingSEC DataHachi Filing

Report Date: 2024-12-31
Filing Date: 2025-02-03
Total Holdings: 335
Total Value: 3308161216
Accession Number: 0001053055-25-000001
Form Type: 13F-HR
CIK: 0001053055
Manager Name: Boston Financial Mangement LLC

Data Enrichment

89% identified

298 identified37 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

335 positions • $3,308,161.216K total value

335 positions

Manager:

SEC FilingSEC DataHachi Filing

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AMERICAN EXPRESS CO

AXP|025816109

Value:

$1.2B(+10.4%)

46435G425

ESGU|46435G425

Value:

$1.2B(+2.1%)

Veralto Corp

VLTO|92338C103

Value:

$1.2B(-17.5%)

CSX CORP

CSX|126408103

Value:

$1.2B(+32.6%)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Value:

$1.2B(+3.0%)

SEI INVESTMENTS CO

SEIC|784117103

Value:

$1.2B(+19.2%)

Tesla, Inc.

TSLA|88160R101

Value:

$1.1B(+56.8%)

MOLSON COORS BEVERAGE CO

TAP|60871R209

Value:

$1.1B(-4.1%)

DEERE & CO

DE|244199105

Value:

$1.1B(+1.7%)

Edwards Lifesciences Corp

EW|28176E108

Value:

$1.0B(+12.2%)

MORGAN STANLEY

MS|617446448

Value:

$1.0B(+102.4%)

SYSCO CORP

SYY|871829107

Value:

$1.0B(+32.5%)

TEXAS INSTRUMENTS INC

TXN|882508104

Value:

$1.0B(+0.6%)

IDEXX LABORATORIES INC /DE

IDXX|45168D104

Value:

$988.5M(-23.2%)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Value:

$972.8M(-4.8%)

INSULET CORP

PODD|45784P101

Value:

$954.7M(+12.2%)

922908751

VB|922908751

Value:

$946.5M(+1.3%)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Value:

$937.6M(+23.3%)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Value:

$903.7M(-13.4%)

92189H607

Value:

$888.3M

Instrument	Shares		Other Manager	Value
American Express Co(AXPcusip025816109)	—	QoQ - YoY-	All Managers (Combined)	$1.2M	QoQ +10.37% (+$111.8K) YoY-
(ESGUcusip46435G425)	—	QoQ - YoY-	All Managers (Combined)	$1.2M	QoQ +2.09% (+$24.2K) YoY-
Veralto Corp(VLTOcusip92338C103)	—	QoQ - YoY-	All Managers (Combined)	$1.2M	QoQ -17.48% (-$249.1K) YoY-
Csx Corp(CSXcusip126408103)	—	QoQ - YoY-	All Managers (Combined)	$1.2M	QoQ +32.62% (+$288.5K) YoY-
Travelers Companies, Inc.(TRVcusip89417E109)	—	QoQ - YoY-	All Managers (Combined)	$1.2M	QoQ +3.02% (+$33.9K) YoY-
Sei Investments Co(SEICcusip784117103)	—	QoQ - YoY-	All Managers (Combined)	$1.2M	QoQ +19.24% (+$186.4K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	—	QoQ - YoY-	All Managers (Combined)	$1.1M	QoQ +56.83% (+$397.9K) YoY-
Molson Coors Beverage Co(TAPcusip60871R209)	—	QoQ - YoY-	All Managers (Combined)	$1.1M	QoQ -4.13% (-$46.5K) YoY-
Deere & Co(DEcusip244199105)	—	QoQ - YoY-	All Managers (Combined)	$1.1M	QoQ +1.68% (+$17.7K) YoY-
Edwards Lifesciences Corp(EWcusip28176E108)	—	QoQ - YoY-	All Managers (Combined)	$1.0M	QoQ +12.18% (+$112.2K) YoY-
Morgan Stanley(MScusip617446448)	—	QoQ - YoY-	All Managers (Combined)	$1.0M	QoQ +102.40% (+$521.8K) YoY-
Sysco Corp(SYYcusip871829107)	—	QoQ - YoY-	All Managers (Combined)	$1.0M	QoQ +32.48% (+$251.7K) YoY-
Texas Instruments Inc(TXNcusip882508104)	—	QoQ - YoY-	All Managers (Combined)	$1.0M	QoQ +0.56% (+$5.7K) YoY-
Idexx Laboratories Inc /De(IDXXcusip45168D104)	—	QoQ - YoY-	All Managers (Combined)	$988.5K	QoQ -23.23% (-$299.3K) YoY-
Marsh & Mclennan Companies, Inc.(MMCcusip571748102)	—	QoQ - YoY-	All Managers (Combined)	$972.8K	QoQ -4.78% (-$48.9K) YoY-
Insulet Corp(PODDcusip45784P101)	—	QoQ - YoY-	All Managers (Combined)	$954.7K	QoQ +12.16% (+$103.6K) YoY-
(VBcusip922908751)	—	QoQ - YoY-	All Managers (Combined)	$946.5K	QoQ +1.29% (+$12.1K) YoY-
Ameriprise Financial Inc(AMPcusip03076C106)	—	QoQ - YoY-	All Managers (Combined)	$937.6K	QoQ +23.34% (+$177.5K) YoY-
Vertex Pharmaceuticals Inc / Ma(VRTXcusip92532F100)	—	QoQ - YoY-	All Managers (Combined)	$903.7K	QoQ -13.41% (-$140.0K) YoY-
(cusip92189H607)✕	—	QoQ NEW YoY-	All Managers (Combined)	$888.3K	QoQ NEW(+$888.3K) YoY-