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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464285204

Shares:

0

Value:

$4.7B(-0.6%)

DIAGEO PLC

Shares:

0

Value:

$4.5B(-25.4%)

UNITEDHEALTH GROUP INC

Shares:

0

Value:

$4.4B(-10.1%)

33739Q200

Shares:

0

Value:

$4.2B(+3.2%)

ECOLAB INC.

Shares:

0

Value:

$4.2B(-8.3%)

Kenvue Inc.

Shares:

0

Value:

$4.2B(-9.7%)

LINDE PLC

Shares:

0

Value:

$4.2B(-7.5%)

ELI LILLY & Co

Shares:

0

Value:

$4.1B(-7.7%)

GILEAD SCIENCES, INC.

Shares:

0

Value:

$4.0B(+8.0%)

CISCO SYSTEMS, INC.

Shares:

0

Value:

$4.0B(+15.1%)

S&P Global Inc.

Shares:

0

Value:

$4.0B(+1.4%)

97717X131

Shares:

0

Value:

$3.9B(-12.1%)

Blackstone Inc.

Shares:

0

Value:

$3.9B(+12.6%)

Verisk Analytics, Inc.

Shares:

0

Value:

$3.9B(+2.2%)

922042858

Shares:

0

Value:

$3.6B(-15.5%)

92189F791

Shares:

0

Value:

$3.5B(-0.8%)

EQUINIX INC

Shares:

0

Value:

$3.3B(+10.6%)

NEWMONT Corp /DE/

Shares:

0

Value:

$3.2B(-29.1%)

BANK OF AMERICA CORP /DE/

Shares:

0

Value:

$3.0B(+15.0%)

MCDONALDS CORP

Shares:

0

Value:

$3.0B(-4.4%)

Instrument	Shares		Other Manager	Value
(cusip464285204)✕	—	QoQ - YoY-	All Managers (Combined)	$4.7M	QoQ -0.59% (-$27.9K) YoY-
Diageo Plc(DEOcusip25243Q205)	—	QoQ - YoY-	All Managers (Combined)	$4.5M	QoQ -25.42% (-$1.5M) YoY-
Unitedhealth Group Inc(UNHcusip91324P102)	—	QoQ - YoY-	All Managers (Combined)	$4.4M	QoQ -10.11% (-$493.1K) YoY-
(cusip33739Q200)✕	—	QoQ - YoY-	All Managers (Combined)	$4.2M	QoQ +3.21% (+$131.6K) YoY-
Ecolab Inc.(ECLcusip278865100)	—	QoQ - YoY-	All Managers (Combined)	$4.2M	QoQ -8.27% (-$380.8K) YoY-
Kenvue Inc.(KVUEcusip49177J102)	—	QoQ - YoY-	All Managers (Combined)	$4.2M	QoQ -9.73% (-$453.6K) YoY-
Linde Plc(LINcusipG54950103)	—	QoQ - YoY-	All Managers (Combined)	$4.2M	QoQ -7.55% (-$342.6K) YoY-
Eli Lilly & Co(LLYcusip532457108)	—	QoQ - YoY-	All Managers (Combined)	$4.1M	QoQ -7.65% (-$340.4K) YoY-
Gilead Sciences, Inc.(GILDcusip375558103)	—	QoQ - YoY-	All Managers (Combined)	$4.0M	QoQ +7.95% (+$296.2K) YoY-
Cisco Systems, Inc.(CSCOcusip17275R102)	—	QoQ - YoY-	All Managers (Combined)	$4.0M	QoQ +15.07% (+$523.6K) YoY-
S&P Global Inc.(SPGIcusip78409V104)	—	QoQ - YoY-	All Managers (Combined)	$4.0M	QoQ +1.38% (+$54.0K) YoY-
(cusip97717X131)✕	—	QoQ - YoY-	All Managers (Combined)	$3.9M	QoQ -12.13% (-$544.0K) YoY-
Blackstone Inc.(BXcusip09260D107)	—	QoQ - YoY-	All Managers (Combined)	$3.9M	QoQ +12.55% (+$436.2K) YoY-
Verisk Analytics, Inc.(VRSKcusip92345Y106)	—	QoQ - YoY-	All Managers (Combined)	$3.9M	QoQ +2.20% (+$83.1K) YoY-
(VWOcusip922042858)	—	QoQ - YoY-	All Managers (Combined)	$3.6M	QoQ -15.53% (-$653.0K) YoY-
(GDXJcusip92189F791)	—	QoQ - YoY-	All Managers (Combined)	$3.5M	QoQ -0.85% (-$30.2K) YoY-
Equinix Inc(EQIXcusip29444U700)	—	QoQ - YoY-	All Managers (Combined)	$3.3M	QoQ +10.61% (+$319.1K) YoY-
Newmont Corp /De/(NEMcusip651639106)	—	QoQ - YoY-	All Managers (Combined)	$3.2M	QoQ -29.11% (-$1.3M) YoY-
Bank Of America Corp /De/(BACcusip060505104)	—	QoQ - YoY-	All Managers (Combined)	$3.0M	QoQ +15.02% (+$393.6K) YoY-
Mcdonalds Corp(MCDcusip580135101)	—	QoQ - YoY-	All Managers (Combined)	$3.0M	QoQ -4.36% (-$136.7K) YoY-