Boston-Financial-Mangement

AI_NATIVE detailed information: This accession holds the following tickers:[
  "FSV",
  null,
  "MORN",
  "AR",
  "EXAS",
  "BNT",
  null,
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "OBDC",
  "APD",
  "GOOGL",
  "AXP",
  "GDXJ",
  "APG",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "BRO",
  null,
  "WRB",
  "BSX",
  null,
  "CCI",
  "DUK",
  "D",
  "EBAY",
  "EXPD",
  null,
  "FERG",
  "FCX",
  "IBKR",
  "GD",
  "GILD",
  "GIS",
  "ALDX",
  "ASPI",
  "HON",
  "HD",
  "MCD",
  "INTU",
  null,
  "RPM",
  null,
  "UNP",
  "QCOM",
  "LAMR",
  "ISRG",
  "HEI-A",
  "HUBB",
  "ITW",
  "GSIE",
  "AMAT",
  "EMR",
  "BKNG",
  null,
  "ICE",
  "META",
  null,
  "IVW",
  null,
  "IJH",
  null,
  null,
  "UAMY",
  null,
  null,
  "IQV",
  null,
  "LHX",
  "LIN",
  null,
  "MMC",
  "SLF",
  "MA",
  null,
  "PODD",
  "MSFT",
  "MDLZ",
  "MS",
  "EQIX",
  "FICO",
  "GE",
  "THG",
  "HOLX",
  "NVS",
  "ILMN",
  "ORLY",
  "BX",
  "AMP",
  "FAST",
  "ANSS",
  "IJR",
  "EFG",
  "ORCL",
  "OKE",
  "PAYX",
  "VGIT",
  "EEM",
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  null,
  null,
  "IEMG",
  "IJK",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "ENB",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "MKC",
  "AMGN",
  "KVUE",
  "MAS",
  "FNDX",
  "ROK",
  "IEFA",
  "SPGI",
  null,
  "NOW",
  "SHW",
  "ROP",
  "O",
  "ROST",
  "RTX",
  "GLD",
  null,
  null,
  "AMT",
  null,
  "RSG",
  "IBM",
  "SYK",
  "SBUX",
  "TEL",
  "CI",
  "TXN",
  "TD",
  "TMO",
  "TJX",
  "TRV",
  "TYL",
  "UL",
  "UNM",
  "UPS",
  "VNQ",
  "VO",
  "NEM",
  "VXF",
  "VV",
  "SCHW",
  "VWO",
  "IWV",
  null,
  "VIG",
  "TTE",
  "TSCO",
  null,
  "MTD",
  "IEF",
  "IT",
  "GSK",
  "ETR",
  "VRTX",
  "EW",
  "VRSK",
  null,
  "RYAN",
  "SEIC",
  "ADSK",
  "VNOM",
  "AFL",
  "APH",
  "AMD",
  "SONY",
  "EL",
  "SDY",
  "FI",
  "NTRA",
  "TAP",
  "WSO",
  "WEC",
  "DEO",
  "AJG",
  "WM",
  "IWR",
  "WCN",
  "EFX",
  "INDB",
  null,
  "LB",
  "IDXX",
  null,
  "IEX",
  "AOS",
  "NVO",
  "VIGI",
  "AMZN",
  "MSI",
  "SCHB",
  "IVE",
  "TPL",
  "SG",
  "VEU",
  "VGT",
  "USB",
  "VUG",
  "VEA",
  "VGK",
  null,
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VLTO",
  "VTV",
  "VRSN",
  "VTRS",
  "V",
  "WMT",
  "WAT",
  "WFC",
  "WST",
  null,
  null,
  null,
  null,
  null,
  "WPC",
  "PTC",
  "NXST",
  "FNF",
  "CNQ",
  "SCHD",
  "CHKP",
  "MSCI",
  "JKHY",
  "NSC",
  "NDSN",
  "SO",
  "OTIS",
  "ROL",
  "CRM",
  "SCI",
  "SYY",
  "ORI",
  "LYV",
  "ESGU",
  "NUE",
  null,
  "FDX",
  "STE",
  "KMB",
  "ADP",
  "BAC",
  null,
  "BRK-A",
  "BRK-B",
  "BDX",
  "BA",
  "BAH",
  "BMY",
  "BR",
  "CACI",
  "BWXT",
  "BXP",
  "CARR",
  "CSL",
  "CDW",
  "CVX",
  "CINF",
  "CB",
  "CHD",
  "CTAS",
  "CSCO",
  "CME",
  "KO",
  "CCOI",
  "CMCSA",
  "CL",
  "COP",
  "CNMD",
  "CEG",
  "CPRT",
  "COST",
  "GLW",
  "CSGP",
  "CRH",
  "CVS",
  "CSX",
  "CFR",
  "DHR",
  "DE",
  "DFAC",
  "IJT",
  "IJJ",
  "EFA",
  "ADI",
  "MCO",
  "IWB",
  "NEE",
  "NKE",
  "STT",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  "MCHP",
  "VTI",
  "JPM"
]

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: boston-financial-mangement
Manager Name: Boston-Financial-Mangement

Data Enrichment

89% identified

298 identified37 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

335 positions • $3.3B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 14 of 17

Sort by:

UNITED STATES ANTIMONY CORP

UAMY|911549103

Shares:—

Value:$386.1K

% of Portfolio:0.0% ($386.1K/$3.3B)

CORNING INC /NY

GLW|219350105

Shares:—

Value:$385.7K

% of Portfolio:0.0% ($385.7K/$3.3B)

92204A702

VGT|92204A702

Shares:—

Value:$385.0K

% of Portfolio:0.0% ($385.0K/$3.3B)

464287408

IVE|464287408

Shares:—

Value:$375.8K

% of Portfolio:0.0% ($375.8K/$3.3B)

56167N753

Shares:—

Value:$374.7K

% of Portfolio:0.0% ($374.7K/$3.3B)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:—

Value:$373.5K

% of Portfolio:0.0% ($373.5K/$3.3B)

Waste Connections, Inc.

WCN|94106B101

Shares:—

Value:$372.7K

% of Portfolio:0.0% ($372.7K/$3.3B)

78464A763

SDY|78464A763

Shares:—

Value:$371.1K

% of Portfolio:0.0% ($371.1K/$3.3B)

ANALOG DEVICES INC

ADI|032654105

Shares:—

Value:$370.9K

% of Portfolio:0.0% ($370.9K/$3.3B)

SERVICE CORP INTERNATIONAL

SCI|817565104

Shares:—

Value:$367.2K

% of Portfolio:0.0% ($367.2K/$3.3B)

HANOVER INSURANCE GROUP, INC.

THG|410867105

Shares:—

Value:$363.5K

% of Portfolio:0.0% ($363.5K/$3.3B)

464287606

IJK|464287606

Shares:—

Value:$353.9K

% of Portfolio:0.0% ($353.9K/$3.3B)

464288240

Shares:—

Value:$349.7K

% of Portfolio:0.0% ($349.7K/$3.3B)

464287440

IEF|464287440

Shares:—

Value:$346.7K

% of Portfolio:0.0% ($346.7K/$3.3B)

381430438

Shares:—

Value:$346.5K

% of Portfolio:0.0% ($346.5K/$3.3B)

Blue Owl Capital Corp

OBDC|69121K104

Shares:—

Value:$344.9K

% of Portfolio:0.0% ($344.9K/$3.3B)

TE Connectivity plc

TEL|G87052109

Shares:—

Value:$337.8K

% of Portfolio:0.0% ($337.8K/$3.3B)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:—

Value:$337.7K

% of Portfolio:0.0% ($337.7K/$3.3B)

Interactive Brokers Group, Inc.

IBKR|45841N107

Shares:—

Value:$327.7K

% of Portfolio:0.0% ($327.7K/$3.3B)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:—

Value:$320.5K

% of Portfolio:0.0% ($320.5K/$3.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
UNITED STATES ANTIMONY CORP(UAMYcusip911549103)	—	QoQ - YoY-	All Managers (Combined)	$386.1K	0.0% ($386.1K/$3.3B)	QoQ +370.08% (+$304.0K) YoY-
CORNING INC /NY(GLWcusip219350105)	—	QoQ NEW YoY-	All Managers (Combined)	$385.7K	0.0% ($385.7K/$3.3B)	QoQ NEW(+$385.7K) YoY-
(VGTcusip92204A702)	—	QoQ - YoY-	All Managers (Combined)	$385.0K	0.0% ($385.0K/$3.3B)	QoQ -12.96% (-$57.3K) YoY-
(IVEcusip464287408)	—	QoQ - YoY-	All Managers (Combined)	$375.8K	0.0% ($375.8K/$3.3B)	QoQ -3.19% (-$12.4K) YoY-
(cusip56167N753)✕	—	QoQ - YoY-	All Managers (Combined)	$374.7K	0.0% ($374.7K/$3.3B)	QoQ -7.86% (-$32.0K) YoY-
PayPal Holdings, Inc.(PYPLcusip70450Y103)	—	QoQ - YoY-	All Managers (Combined)	$373.5K	0.0% ($373.5K/$3.3B)	QoQ +6.93% (+$24.2K) YoY-
Waste Connections, Inc.(WCNcusip94106B101)	—	QoQ - YoY-	All Managers (Combined)	$372.7K	0.0% ($372.7K/$3.3B)	QoQ -4.04% (-$15.7K) YoY-
(SDYcusip78464A763)	—	QoQ - YoY-	All Managers (Combined)	$371.1K	0.0% ($371.1K/$3.3B)	QoQ -6.99% (-$27.9K) YoY-
ANALOG DEVICES INC(ADIcusip032654105)	—	QoQ - YoY-	All Managers (Combined)	$370.9K	0.0% ($370.9K/$3.3B)	QoQ -5.91% (-$23.3K) YoY-
SERVICE CORP INTERNATIONAL(SCIcusip817565104)	—	QoQ NEW YoY-	All Managers (Combined)	$367.2K	0.0% ($367.2K/$3.3B)	QoQ NEW(+$367.2K) YoY-
HANOVER INSURANCE GROUP, INC.(THGcusip410867105)	—	QoQ - YoY-	All Managers (Combined)	$363.5K	0.0% ($363.5K/$3.3B)	QoQ +4.42% (+$15.4K) YoY-
(IJKcusip464287606)	—	QoQ - YoY-	All Managers (Combined)	$353.9K	0.0% ($353.9K/$3.3B)	QoQ -1.08% (-$3.9K) YoY-
(cusip464288240)✕	—	QoQ - YoY-	All Managers (Combined)	$349.7K	0.0% ($349.7K/$3.3B)	QoQ -8.84% (-$33.9K) YoY-
(IEFcusip464287440)	—	QoQ - YoY-	All Managers (Combined)	$346.7K	0.0% ($346.7K/$3.3B)	QoQ -68.25% (-$745.5K) YoY-
(cusip381430438)✕	—	QoQ - YoY-	All Managers (Combined)	$346.5K	0.0% ($346.5K/$3.3B)	QoQ -0.32% (-$1.1K) YoY-
Blue Owl Capital Corp(OBDCcusip69121K104)	—	QoQ - YoY-	All Managers (Combined)	$344.9K	0.0% ($344.9K/$3.3B)	QoQ +3.77% (+$12.5K) YoY-
TE Connectivity plc(TELcusipG87052109)	—	QoQ NEW YoY-	All Managers (Combined)	$337.8K	0.0% ($337.8K/$3.3B)	QoQ NEW(+$337.8K) YoY-
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	—	QoQ - YoY-	All Managers (Combined)	$337.7K	0.0% ($337.7K/$3.3B)	QoQ +14.49% (+$42.7K) YoY-
Interactive Brokers Group, Inc.(IBKRcusip45841N107)	—	QoQ - YoY-	All Managers (Combined)	$327.7K	0.0% ($327.7K/$3.3B)	QoQ +20.28% (+$55.3K) YoY-
SCHWAB CHARLES CORP(SCHWcusip808513105)	—	QoQ - YoY-	All Managers (Combined)	$320.5K	0.0% ($320.5K/$3.3B)	QoQ +14.64% (+$40.9K) YoY-