AF
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Abbot Financial Management, Inc.13F | |
| Abbot Financial Management, Inc. | |
| Last update 2025-05-07 | 127 Stocks (5 new) |
| Value $193.00 Mil | Turnover 2 % |
Abbot Financial Management, In... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 34,529 | 12,961.9 | -0.90% | 6.720 | -0.07% | 0.000 | +33.94% | +18.80% | 3,707,650.2 | Software | |
AAPL | Apple Inc | 55,137 | 12,247.5 | -1.60% | 6.350 | -0.11% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
NVDA | NVIDIA Corp | 76,169 | 8,255.1 | -2.87% | 4.280 | -0.15% | 0.000 | +56.53% | +18.67% | 3,885,913.3 | Semiconductors | |
JPM | JPMorgan Chase & Co | 31,171 | 7,646.1 | +0.44% | 3.970 | +0.02% | 0.000 | +30.86% | +25.49% | 822,612.0 | Banks | |
VUG | Vanguard Growth ETF | 17,510 | 6,492.9 | +0.25% | 3.370 | +0.01% | 0.000 | +24.44% | +7.95% | 152,432.4 | ||
GOOGL | Alphabet Inc | 36,820 | 5,693.9 | +1.28% | 2.950 | +0.04% | 0.000 | +19.26% | -4.94% | 2,184,120.1 | Interactive Media | |
VIG | Vanguard Dividend Appreciation FTF | 22,058 | 4,279.0 | -1.37% | 2.220 | -0.03% | 0.000 | +11.15% | +7.09% | 87,948.4 | ||
XLK | Technology Select Sector SPDR ETF | 20,123 | 4,155.0 | -1.52% | 2.160 | -0.04% | 0.010 | +31.84% | +10.89% | 80,789.0 | ||
BAC | Bank of America Corp | 99,155 | 4,137.7 | -0.33% | 2.150 | -0.01% | 0.000 | +32.24% | +12.69% | 368,534.7 | Banks | |
CSCO | Cisco Systems Inc | 64,296 | 3,967.7 | +0.01% | 2.060 | 0% | 0.000 | +21.77% | +19.48% | 274,705.1 | Hardware |
Abbot Financial Management, Inc.'s Historical Top Holdings Breakdowns
Abbot Financial Management, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
ADBE | Adobe Inc | 2025-03-31 | New Buy New Buy | +0.39% | 377.84 ($428.84) 464.11 | $379.31 | -11.55% | New holding | 1,939 | 1,939 | |
XT | ISHARES TRUST | 2025-03-31 | Sold Out Sold Out | -0.30% | 57.56 ($61.13) 64 | $66.36 | 8.56% | Sold Out | 0 | -10,027 | |
NTRA | Natera Inc | 2025-03-31 | New Buy New Buy | +0.23% | 132.63 ($160.74) 177 | $161.76 | 0.63% | New holding | 3,075 | 3,075 | |
NOW | ServiceNow Inc | 2025-03-31 | New Buy New Buy | +0.20% | 783.83 ($963.73) 1170.39 | $1,044.69 | 8.40% | New holding | 488 | 488 | |
AVGO | Broadcom Inc | 2025-03-31 | Add Add | +0.17% | 167.43 ($211.65) 244.7 | $275.18 | 30.02% | Add 70.41% | 4,710 | 1,946 | |
GS | The Goldman Sachs Group Inc | 2025-03-31 | New Buy New Buy | +0.17% | 524.81 ($601.74) 672.19 | $723.68 | 20.26% | New holding | 598 | 598 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.15% | 106.98 ($126.74) 149.43 | $159.34 | 25.72% | Reduce -2.87% | 76,169 | -2,250 | |
PH | Parker Hannifin Corp | 2025-03-31 | Add Add | +0.12% | 591.65 ($654) 707.05 | $719.15 | 9.96% | Add 15.84% | 2,837 | 388 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.11% | 209.68 ($231.67) 247.1 | $213.55 | -7.82% | Reduce -1.6% | 55,137 | -897 | |
GE | GE Aerospace | 2025-03-31 | New Buy New Buy | +0.11% | 168.59 ($196.75) 212.13 | $246.88 | 25.48% | New holding | 1,028 | 1,028 |
Abbot Financial Management, Inc. Total Holding History ($B)
Abbot Financial Management, Inc.'s Asset Allocation
Abbot Financial Management, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Abbot Financial Management, Inc.'s Hypothetical Growth since 2025-03-31
Abbot Financial Management, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Abbot Financial Management, Inc.'s Holdings Heat Map
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Abbot Financial Management, Inc.'s Holdings Bubble Chart
Abbot Financial Management, Inc. News
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