13FBOX
BOSTON MOUNTAIN MONEY MANAGEMENT INC · 13F Holdings
Options Calculator Rankings

BOSTON MOUNTAIN MONEY MANAGEMENT INC

No.7686 Data as of 2024Q4
Latest AUM (Q4 2024)
$170.8M
QoQ Change Q3 2024
-$1.5M-0.9%
Holdings
64
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
64
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q4 2024 ValueQ4 2024 SharesPrev Q ValuePrev Q SharesShares ChangeAction
IISHARES TRIVV
13.81%13.69%$23.6M40,869$23.6M40,86900.00%Unchanged
WALMART INCWMT
11.02%10.93%$18.8M233,042$18.8M233,04200.00%Unchanged
SSPDR SERIES TRUSTSPYG
9.6%9.52%$16.4M197,600$16.4M197,60000.00%Unchanged
IISHARES TRITOT
8.42%8.34%$14.4M114,390$14.4M114,39000.00%Unchanged
VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV
8.37%8.29%$14.3M74,895$14.3M74,89500.00%Unchanged
GGENERAL DYNAMICS CORPVTI
5.38%5.33%$9.2M32,413$9.2M32,41300.00%Unchanged
IISHARES CORE 1-5 YEAR USD BOND ETFISTB
4.75%4.71%$8.1M166,724$8.1M166,72400.00%Unchanged
VVANGUARD BD INDEX FDSBSV
4.65%4.61%$7.9M100,992$7.9M100,99200.00%Unchanged
SSTATE STR SPDR S&P 500 ETF TSPY
4.03%3.99%$6.9M11,984$6.9M11,98400.00%Unchanged
IISHARES TRIXUS
3.64%3.61%$6.2M85,605$6.2M85,60500.00%Unchanged
IINVESCO S&PSPHQ
2.18%2.16%$3.7M55,430$3.7M55,43000.00%Unchanged
IISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB
2.14%2.12%$3.6M69,231$3.6M69,23100.00%Unchanged
IISHARES TRGVI
2.1%2.08%$3.6M33,714$3.6M33,71400.00%Unchanged
SSPDR INDEX SHS FDSSPEM
1.92%1.9%$3.3M79,282$3.3M79,28200.00%Unchanged
VVANGUARD SCOTTSDALE FDSBSV
1.4%1.39%$2.4M30,207$2.4M30,20700.00%Unchanged
IINVESCO EXCHANGE TRADED FD TRSP
1.28%1.27%$2.2M12,174$2.2M12,17400.00%Unchanged
IISHARES TRIQLT
1.04%1.03%$1.8M42,742$1.8M42,74200.00%Unchanged
APPLE INCAAPL
1%0.99%$1.7M7,349$1.7M7,34900.00%Unchanged
IISHARES TRDGRO
0.97%0.96%$1.7M26,454$1.7M26,45400.00%Unchanged
JJOHN HANCOCK EXCHANGE TRADEDJHMM
0.93%0.92%$1.6M26,315$1.6M26,31500.00%Unchanged
AAlphabet Inc Class CGOOG
0.84%0.84%$1.4M8,615$1.4M8,61500.00%Unchanged
MICROSOFT CORPMSFT
0.48%0.48%$820,6791,907$820,6791,90700.00%Unchanged
VVANGUARD WHITEHALL FDSVYM
0.48%0.48%$818,8936,388$818,8936,38800.00%Unchanged
SSCHWAB STRATEGIC TRSCHM
0.47%1.38%$798,70028,525$2.4M28,52500.00%Unchanged
VVANGUARD INDEX FDSVTV
0.43%0.43%$737,2954,223$737,2954,22300.00%Unchanged
VVANGUARD MIDVO
0.43%0.42%$730,9592,771$730,9592,77100.00%Unchanged
VVANGUARD WHITEHALL FDSVYMI
0.41%0.41%$701,1319,550$701,1319,55000.00%Unchanged
UNITEDHEALTH GROUP INCUNH
0.4%0.4%$688,6211,178$688,6211,17800.00%Unchanged
JJ P MORGAN EXCHANGE TRADED FJPSE
0.39%0.39%$665,98413,866$665,98413,86600.00%Unchanged
VVANGUARD STAR FDSVXUS
0.38%0.38%$656,71010,144$656,71010,14400.00%Unchanged
BBANK OF AMER CORPBAC
0.36%0.35%$607,76715,317$607,76715,31700.00%Unchanged
AMAZON COM INCAMZN
0.34%0.33%$576,8783,096$576,8783,09600.00%Unchanged
HUNT J B TRANS SVCS INCJBHT
0.33%0.33%$562,5473,264$562,5473,26400.00%Unchanged
VVANGUARD SPECIALIZED FUNDSVIG
0.33%0.32%$557,6292,815$557,6292,81500.00%Unchanged
BERKSHIRE HATHAWAY INC DELBRK.B
0.31%0.31%$535,7431,164$535,7431,16400.00%Unchanged
EXXON MOBIL CORPXOM
0.31%0.31%$531,3874,533$531,3874,53300.00%Unchanged
BOOKING HOLDINGS INC COMBKNG
0.31%0.26%$526,653106$447,00010600.00%Unchanged
GENERAL DYNAMICS CORPGD
0.24%0.24%$418,2181,384$418,2181,38400.00%Unchanged
LOCKHEED MARTIN CORPLMT
0.23%0.23%$394,842675$394,84267500.00%Unchanged
FFISERV INCFISV
0.2%0.2%$347,6231,935$347,6231,93500.00%Unchanged
NETFLIX INCNFLX
0.2%0.2%$346,833489$346,83348900.00%Unchanged
VVANGUARD INDEX FDSVB
0.19%0.19%$329,6761,390$329,6761,39000.00%Unchanged
IISHARES TREFG
0.18%0.18%$313,9072,916$313,9072,91600.00%Unchanged
ADOBE INC COMADBE
0.18%0.18%$303,419586$303,41958600.00%Unchanged
WELLS FARGO CO NEWWFC
0.17%0.17%$294,3175,210$294,3175,21000.00%Unchanged
META PLATFORMS INCMETA
0.17%0.17%$292,698511$292,69851100.00%Unchanged
UUNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
0.17%0.17%$291,5114,488$291,5114,48800.00%Unchanged
IQVIA HLDGS INCIQV
0.16%0.16%$277,7291,172$277,7291,17200.00%Unchanged
IISHARES TRIUSV
0.16%0.16%$276,7892,899$276,7892,89900.00%Unchanged
TAIWAN SEMICONDUCTOR MANUFACTSM
0.16%0.16%$275,0931,584$275,0931,58400.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow