Investor Details
| Filer Name: | ABBOT FINANCIAL MANAGEMENT, INC. |
|---|---|
| CIK: | 1714341 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-06 |
| Number of Holdings: | 124 |
| Portfolio Value: | $0.20B |
Abbot Financial Management, Inc. Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| MSFT | US | MICROSOFT CORP | 34,844 | $15M | 7.31% | 0.3% | - |
| AAPL | US | APPLE INC | 56,034 | $14M | 6.99% | -0.5% | - |
| NVDA | US | NVIDIA CORP | 78,419 | $11M | 5.24% | -0.9% | - |
| JPM | US | JPMORGAN CHASE & CO | 31,034 | $7M | 3.70% | -0.6% | - |
| VUG | US | VANGUARD GROWTH ETF | 17,467 | $7M | 3.57% | 1.4% | - |
| GOOGL | US | ALPHABET INC-CL A | 36,356 | $7M | 3.43% | -0.5% | - |
| XLK | US | TECHNOLOGY SELECT SECT SPDR | 20,433 | $5M | 2.37% | -0.5% | - |
| BX | US | BLACKSTONE INC | 26,644 | $5M | 2.29% | 0.7% | - |
| BAC | US | BANK OF AMERICA CORP | 99,488 | $4M | 2.18% | -1.3% | - |
| VIG | US | VANGUARD DIVIDEND APPREC ETF | 22,365 | $4M | 2.18% | 0.2% | - |
| CSCO | US | CISCO SYSTEMS INC | 64,289 | $4M | 1.89% | -0.7% | - |
| XLF | US | FINANCIAL SELECT SECTOR SPDR | 76,834 | $4M | 1.85% | 9.9% | - |
| AMZN | US | AMAZON.COM INC | 15,599 | $3M | 1.70% | -1.2% | - |
| MRK | US | MERCK & CO. INC. | 32,008 | $3M | 1.59% | 1.6% | - |
| HD | US | HOME DEPOT INC | 7,889 | $3M | 1.53% | 0.3% | - |
| LMT | US | LOCKHEED MARTIN CORP | 6,147 | $3M | 1.49% | 1.9% | - |
| PG | US | PROCTER & GAMBLE CO/THE | 17,726 | $3M | 1.48% | -0.3% | - |
| IWM | US | ISHARES RUSSELL 2000 ETF | 12,571 | $3M | 1.38% | -2.0% | - |
| ABBV | US | ABBVIE INC | 15,221 | $3M | 1.35% | -2.2% | - |
| VO | US | VANGUARD MID-CAP ETF | 9,803 | $3M | 1.29% | -1.1% | - |