Abbot Financial Management, Inc.

Q4 2024 13F Holdings

  • Location
    andover, MA
  • Num holdings

    124

  • Value ($000)

    $200,859

  • Date Filed
    02/06/2025
  • Form type
    13F-HR
  • CIK
    0001714341
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
594918104
$14.69M
7 %

34,844

AAPL
AAPL

APPLE INC

COM
037833100
$14.03M
7 %

56,034

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$10.53M
5 %

78,419

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$7.44M
4 %

31,034

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$7.17M
4 %

17,467

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$6.88M
3 %

36,356

XLK
XLK

SELECT SECTOR SPDR TR

TECHNOLOGY
81369Y803
$4.75M
2 %

20,433

BX
BX

BLACKSTONE INC

COM
09260D107
$4.59M
2 %

26,644

VIG
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$4.38M
2 %

22,365

BAC
BAC

BANK AMERICA CORP

COM
060505104
$4.37M
2 %

99,488

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