Hedge Fund Database

BOSTON FINANCIAL MANAGEMENT LLC

Adviser information for BOSTON FINANCIAL MANAGEMENT LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Massachusetts, United States

Employees

Total Number of Employees 49
Investment Advisory/Research 26
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 25
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 6

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 2,934 $4.3B
Non-Discretionary 18 $108.0M
Total 2,952 $4.4B

Clients

Type Number RAUM
Individuals 339 $145.1M
HNW Individuals 745 $3.9B
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 11 $62.4M
Charitable organizations 36 $158.5M
State or municipal gov entities <5 $2.0M
Other investment advisers <5 $17.1M
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 14 $69.4M
Other <5 $64.7M
Type Number
No. of Non-RAUM Clients 2
No. of Non-U.S. Clients 2
No. of Financial Planning Clients 251-500

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation % of AUMHourly chargesFixed fees

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 0
Portfolio Manager 20.8M
Both for Same 0
Portfolio Manager to Program Sponsor
MORGAN STANLEY SMITH BARNEY MORGAN STANLEY SMITH BARNEY
RBC MANAGED ACCOUNT PROGRAM RBC CAPITAL MARKETS, LLC
WELLS FARGO WRAP WELLS FARGO PRIVATE ADVISOR NETWORK WELLS FARGO INVESTMENTS, LLC

Identifiers

SEC RIA File Number 801-11178
SEC ERA File Number 801-11178
SEC CIK Numbers 1053055
SEC CRD Numbers 112360
Legal Entity Identifier 254900T54UDKH9858X83

Principal Office

255 STATE STREET
6TH FLOOR
BOSTON
MA
United States
Monday - Friday, 8:30 - 5:00
Tel: 617-338-8108, Fax: 617-338-4079

Websites

www.bfminvest.com www.instagram.com/bfminvest www.facebook.com/boston-financial-management-llc-697219740676885 bfmcap.com/ www.linkedin.com/company/383748/ twitter.com/bfm_invest www.youtube.com/@bostonfinancialmanagementl5813

Chief Compliance Officer

CHARLES J. ZAMBRI
CHIEF OPERATING OFFICER
255 STATE STREET
6TH FLOOR
BOSTON
MA
United States
Tel: 617-275-0364
Fax: 617-338-4079
(Full email address available in API data)

Regulatory Contact

LOUIS P. CROSIER
PRESIDENT & CEO
255 STATE STREET
6TH FLOOR
BOSTON
MA
United States
Tel: 617-275-0317
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
MORSE, RICHARD, HARDING Individual – CHAIRMAN 11/1997 < 5%
ZIMMERMAN, SUSAN, GAUKLER Individual – MANAGING DIRECTOR 01/2016 < 5%
JUVILER, GEOFFRY, ADOLPHE Individual – MANAGING DIRECTOR, MEMBER 01/2016 5-10%
BROWN, MICHAEL, LAWRENCE Individual – VICE CHAIRMAN, MEMBER 01/2016 < 5%
CLARK, DANA, FARRELL Individual – MANAGING DIRECTOR, MEMBER 01/2016 < 5%
LYNCH, JONATHAN, D Individual – MANAGING DIRECTOR, MEMBER 01/2016 5-10%
WEAFER, BRAD, MICHAEL Individual – CHIEF INVESTMENT OFFICER, MEMBER 01/2016 5-10%
ZAMBRI, CHARLES, J Individual – CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER 01/2016 < 5%
RICHARD H. MORSE 1997 TRUST Domestic Entity – MEMBER 01/2016 25-50%
MORSE, RICHARD, HARDING Individual RICHARD H. MORSE 1997 TRUST TRUSTEE 11/1997
KING, CLARENCE, HOPKINS Individual – MANAGING DIRECTOR, MEMBER 04/2016 5-10%
REINHART, STACY, AUSTIN Individual – MANAGING DIRECTOR, MEMBER 04/2016 5-10%
WALSH, BRIAN, J. Individual – MANAGING DIRECTOR, MEMBER 01/2019 5-10%
PSYHOGEOS, ABIGAIL, MARR Individual – MANAGING DIRECTOR, MEMBER 01/2019 5-10%
O'NEIL, ALISA, KIM Individual – DIRECTOR OF ESTATE & FINANCIAL PLANNING, MEMBER 01/2019 < 5%
SABLONE, KATHLEEN, MARGARET Individual – DIRECTOR OF WEALTH PLANNING, MEMBER 01/2019 < 5%
ROBINSON, TIMOTHY, MICHAEL Individual – RESEARCH ANALYST, MEMBER 01/2019 < 5%
FARINA, TIMOTHY, JAMES Individual – RESEARCH ANALYST, MEMBER 01/2019 < 5%
SUSAN G. ZIMMERMAN GIFT TRUST 2010 Domestic Entity – MEMBER 01/2016 5-10%
CROSIER, LOUIS, PYLE Individual – PRESIDENT, CEO 01/2022 5-10%

No. Employees, Historic

6030020202021202220232024202542 on 3/26/202042 on 4/20/202042 on 6/3/202042 on 10/19/202041 on 3/23/202141 on 5/20/202141 on 11/15/202141 on 11/15/202141 on 1/5/202245 on 3/30/202245 on 4/5/202245 on 11/11/202251 on 3/28/202351 on 3/28/202351 on 10/19/202349 on 3/26/2024

RAUM, Historic

5B3B02020202120222023202420252846901478 on 3/26/20202846901478 on 4/20/20202846901478 on 6/3/20202846901478 on 10/19/20203241670277 on 3/23/20213241670277 on 5/20/20213241670277 on 11/15/20213241670277 on 11/15/20213241670277 on 1/5/20223792904255 on 3/30/20223792904255 on 4/5/20223792904255 on 11/11/20223682804638 on 3/28/20233682804638 on 3/28/20233682804638 on 10/19/20234449954589 on 3/26/2024

No. Clients, Historic

2,0001,0000202020212022202320242025839 on 3/26/2020839 on 4/20/2020839 on 6/3/2020839 on 10/19/2020808 on 3/23/2021808 on 5/20/2021808 on 11/15/2021808 on 11/15/2021808 on 1/5/2022870 on 3/30/2022870 on 4/5/2022870 on 11/11/20221088 on 3/28/20231088 on 3/28/20231088 on 10/19/20231148 on 3/26/2024

Holdings

From latest 13F, filed July 29th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
3M CO COM 408K 4K Boston Financial Management
ABBOTT LABS COM 7M 65K Boston Financial Management
ABBVIE INC COM 5M 30K Boston Financial Management
ACCENTURE PLC IRELAND SHS CLASS A 2M 7K Boston Financial Management
ADOBE INC COM 10M 18K Boston Financial Management
ADVANCED MICRO DEVICES INC COM 904K 6K Boston Financial Management
AFLAC INC COM 607K 7K Boston Financial Management
AIR PRODS & CHEMS INC COM 42M 161K Boston Financial Management
ALPHABET INC CAP STK CL A 26M 141K Boston Financial Management
ALPHABET INC CAP STK CL C 29M 160K Boston Financial Management
AMAZON COM INC COM 38M 198K Boston Financial Management
AMERICAN ELEC PWR CO INC COM 222K 3K Boston Financial Management
AMERICAN EXPRESS CO COM 933K 4K Boston Financial Management
AMERICAN TOWER CORP NEW COM 29M 147K Boston Financial Management
AMERIPRISE FINL INC COM 697K 2K Boston Financial Management
AMGEN INC COM 3M 9K Boston Financial Management
AMPHENOL CORP NEW CL A 52M 769K Boston Financial Management
ANALOG DEVICES INC COM 391K 2K Boston Financial Management
ANSYS INC COM 306K 951 Boston Financial Management
ANTERO RESOURCES CORP COM 256K 8K Boston Financial Management
API GROUP CORP COM STK 282K 8K Boston Financial Management
APPLE INC COM 157M 745K Boston Financial Management
APPLIED MATLS INC COM 1M 5K Boston Financial Management
ASML HOLDING N V N Y REGISTRY SHS 226K 221 Boston Financial Management
ASTRAZENECA PLC SPONSORED ADR 212K 3K Boston Financial Management
AT&T INC COM 239K 13K Boston Financial Management
AUTODESK INC COM 346K 1K Boston Financial Management
AUTOMATIC DATA PROCESSING IN COM 8M 32K Boston Financial Management
BANK AMERICA CORP COM 6M 141K Boston Financial Management
BARRICK GOLD CORP COM 2M 106K Boston Financial Management
BECTON DICKINSON & CO COM 1M 6K Boston Financial Management
BERKLEY W R CORP COM 53M 672K Boston Financial Management
BERKSHIRE HATHAWAY INC DEL CL A 2M 3 Boston Financial Management
BERKSHIRE HATHAWAY INC DEL CL B NEW 11M 28K Boston Financial Management
BLACKROCK INC COM 18M 23K Boston Financial Management
BLACKSTONE INC COM 3M 22K Boston Financial Management
BLUE OWL CAPITAL CORPORATION COM 350K 23K Boston Financial Management
BOEING CO COM 854K 5K Boston Financial Management
BOOKING HOLDINGS INC COM 998K 252 Boston Financial Management
BOSTON SCIENTIFIC CORP COM 271K 4K Boston Financial Management
BRISTOL-MYERS SQUIBB CO COM 387K 9K Boston Financial Management
BROADCOM INC COM 15M 10K Boston Financial Management
BROADRIDGE FINL SOLUTIONS IN COM 77M 393K Boston Financial Management
BROWN & BROWN INC COM 56M 627K Boston Financial Management
BWX TECHNOLOGIES INC COM 2M 17K Boston Financial Management
CACI INTL INC CL A 13M 30K Boston Financial Management
CAMBRIDGE BANCORP COM 550K 8K Boston Financial Management
CANADIAN PACIFIC KANSAS CITY COM 207K 3K Boston Financial Management
CARLISLE COS INC COM 36M 88K Boston Financial Management
CARRIER GLOBAL CORPORATION COM 571K 9K Boston Financial Management
CATERPILLAR INC COM 524K 2K Boston Financial Management
CDW CORP COM 42M 190K Boston Financial Management
CELANESE CORP DEL COM 237K 2K Boston Financial Management
CHEVRON CORP NEW COM 7M 43K Boston Financial Management
CHUBB LIMITED COM 510K 2K Boston Financial Management
CHURCH & DWIGHT CO INC COM 14M 134K Boston Financial Management
CINCINNATI FINL CORP COM 1M 12K Boston Financial Management
CINTAS CORP COM 434K 620 Boston Financial Management
CISCO SYS INC COM 3M 65K Boston Financial Management
CME GROUP INC COM 58M 293K Boston Financial Management
COCA COLA CO COM 3M 43K Boston Financial Management
COGENT COMMUNICATIONS HLDGS COM NEW 33M 593K Boston Financial Management
COLGATE PALMOLIVE CO COM 2M 21K Boston Financial Management
COMCAST CORP NEW CL A 767K 20K Boston Financial Management
CONMED CORP COM 222K 3K Boston Financial Management
CONOCOPHILLIPS COM 394K 3K Boston Financial Management
CONSTELLATION ENERGY CORP COM 1M 7K Boston Financial Management
COPART INC COM 109M 2M Boston Financial Management
COSTAR GROUP INC COM 448K 6K Boston Financial Management
COSTCO WHSL CORP NEW COM 38M 45K Boston Financial Management
CROWN CASTLE INC COM 4M 37K Boston Financial Management
CSX CORP COM 857K 26K Boston Financial Management
CVS HEALTH CORP COM 401K 7K Boston Financial Management
DANAHER CORPORATION COM 40M 162K Boston Financial Management
DEERE & CO COM 971K 3K Boston Financial Management
DIAGEO PLC SPON ADR NEW 7M 57K Boston Financial Management
DIMENSIONAL ETF TRUST US CORE EQUITY 2 462K 14K Boston Financial Management
DISNEY WALT CO COM 708K 7K Boston Financial Management
DOMINION ENERGY INC COM 2M 35K Boston Financial Management
DUKE ENERGY CORP NEW COM NEW 432K 4K Boston Financial Management
EATON CORP PLC SHS 2M 6K Boston Financial Management
ECOLAB INC COM 4M 18K Boston Financial Management
EDWARDS LIFESCIENCES CORP COM 1M 14K Boston Financial Management
ELEVANCE HEALTH INC COM 235K 434 Boston Financial Management
ELI LILLY & CO COM 5M 5K Boston Financial Management
EMERSON ELEC CO COM 2M 21K Boston Financial Management
EQUIFAX INC COM 25M 104K Boston Financial Management
EQUINIX INC COM 3M 4K Boston Financial Management
EXACT SCIENCES CORP COM 609K 14K Boston Financial Management
EXPEDITORS INTL WASH INC COM 325K 3K Boston Financial Management
EXXON MOBIL CORP COM 7M 63K Boston Financial Management
FAIR ISAAC CORP COM 122M 82K Boston Financial Management
FASTENAL CO COM 2M 37K Boston Financial Management
FEDEX CORP COM 245K 817 Boston Financial Management
FERGUSON PLC NEW SHS 44M 226K Boston Financial Management
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 1M 21K Boston Financial Management
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 4M 79K Boston Financial Management
FIRSTSERVICE CORP NEW COM 30M 197K Boston Financial Management
FISERV INC COM 549K 4K Boston Financial Management
FREEPORT-MCMORAN INC CL B 209K 4K Boston Financial Management
GALLAGHER ARTHUR J & CO COM 25M 97K Boston Financial Management
GARTNER INC COM 10M 23K Boston Financial Management
GE AEROSPACE COM NEW 341K 2K Boston Financial Management
GENERAL DYNAMICS CORP COM 812K 3K Boston Financial Management
GENERAL MLS INC COM 280K 4K Boston Financial Management
GILEAD SCIENCES INC COM 3M 47K Boston Financial Management
GLOBAL X FDS NASDAQ 100 COVER 203K 11K Boston Financial Management
GOLDMAN SACHS ETF TR ACTIVEBETA INT 17M 497K Boston Financial Management
GOLDMAN SACHS ETF TR EQUAL WEIGHT US 319K 4K Boston Financial Management
GSK PLC SPONSORED ADR 313K 8K Boston Financial Management
HANOVER INS GROUP INC COM 276K 2K Boston Financial Management
HEICO CORP NEW CL A 31M 177K Boston Financial Management
HENRY JACK & ASSOC INC COM 1M 8K Boston Financial Management
HOLOGIC INC COM 220K 3K Boston Financial Management
HOME DEPOT INC COM 17M 49K Boston Financial Management
HONEYWELL INTL INC COM 1M 7K Boston Financial Management
HUBBELL INC COM 643K 2K Boston Financial Management
IDEX CORP COM 9M 45K Boston Financial Management
IDEXX LABS INC COM 1M 3K Boston Financial Management
ILLINOIS TOOL WKS INC COM 2M 10K Boston Financial Management
ILLUMINA INC COM 354K 3K Boston Financial Management
INDEPENDENT BK CORP MASS COM 407K 8K Boston Financial Management
INDEXIQ ETF TR CANDRIAM INTERNA 585K 20K Boston Financial Management
INDEXIQ ETF TR CANDRIAM US LARG 2M 53K Boston Financial Management
INSULET CORP COM 738K 4K Boston Financial Management
INTEL CORP COM 844K 27K Boston Financial Management
INTERACTIVE BROKERS GROUP IN COM CL A 227K 2K Boston Financial Management
INTERCONTINENTAL EXCHANGE IN COM 1M 9K Boston Financial Management
INTERNATIONAL BUSINESS MACHS COM 1M 6K Boston Financial Management
INTUIT COM 6M 9K Boston Financial Management
INTUITIVE SURGICAL INC COM NEW 2M 4K Boston Financial Management
INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 591K 42K Boston Financial Management
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 1M 21K Boston Financial Management
INVESCO QQQ TR UNIT SER 1 9M 18K Boston Financial Management
IQVIA HLDGS INC COM 2M 7K Boston Financial Management
IRON MTN INC DEL COM 278K 3K Boston Financial Management
ISHARES GOLD TR ISHARES NEW 4M 94K Boston Financial Management
ISHARES INC CORE MSCI EMKT 8M 157K Boston Financial Management
ISHARES SILVER TR ISHARES 2M 79K Boston Financial Management
ISHARES TR 1 3 YR TREAS BD 8M 92K Boston Financial Management
ISHARES TR 7-10 YR TRSY BD 1M 11K Boston Financial Management
ISHARES TR CORE MSCI EAFE 984K 14K Boston Financial Management
ISHARES TR CORE S&P MCP ETF 32M 542K Boston Financial Management
ISHARES TR CORE S&P SCP ETF 13M 121K Boston Financial Management
ISHARES TR CORE S&P500 ETF 25M 45K Boston Financial Management
ISHARES TR CORE US AGGBD ET 482K 5K Boston Financial Management
ISHARES TR EAFE GRWTH ETF 510K 5K Boston Financial Management
ISHARES TR EAFE VALUE ETF 293K 6K Boston Financial Management
ISHARES TR ESG AW MSCI EAFE 258K 3K Boston Financial Management
ISHARES TR ESG AWR MSCI USA 1M 10K Boston Financial Management
ISHARES TR ESG AWRE 1 5 YR 692K 28K Boston Financial Management
ISHARES TR ESG AWRE USD ETF 264K 12K Boston Financial Management
ISHARES TR ISHARES SEMICDTR 280K 1K Boston Financial Management
ISHARES TR ISHS 1-5YR INVS 41M 809K Boston Financial Management
ISHARES TR MSCI ACWI EX US 356K 7K Boston Financial Management
ISHARES TR MSCI EAFE ETF 6M 75K Boston Financial Management
ISHARES TR MSCI EMG MKT ETF 1M 34K Boston Financial Management
ISHARES TR RESIDENTIAL MULT 2M 26K Boston Financial Management
ISHARES TR RUS 1000 ETF 17M 58K Boston Financial Management
ISHARES TR RUS 1000 GRW ETF 6M 17K Boston Financial Management
ISHARES TR RUS MID CAP ETF 1M 16K Boston Financial Management
ISHARES TR RUSSELL 2000 ETF 6M 28K Boston Financial Management
ISHARES TR RUSSELL 3000 ETF 3M 9K Boston Financial Management
ISHARES TR S&P 500 GRWT ETF 1M 13K Boston Financial Management
ISHARES TR S&P 500 VAL ETF 358K 2K Boston Financial Management
ISHARES TR S&P MC 400GR ETF 343K 4K Boston Financial Management
ISHARES TR S&P MC 400VL ETF 221K 2K Boston Financial Management
ISHARES TR S&P SML 600 GWT 449K 3K Boston Financial Management
ISHARES TR USD INV GRDE ETF 22M 431K Boston Financial Management
JOHNSON & JOHNSON COM 11M 78K Boston Financial Management
JPMORGAN CHASE & CO. COM 16M 77K Boston Financial Management
KENVUE INC COM 4M 217K Boston Financial Management
KIMBERLY-CLARK CORP COM 815K 6K Boston Financial Management
KINDER MORGAN INC DEL COM 477K 24K Boston Financial Management
LAMAR ADVERTISING CO NEW CL A 3M 21K Boston Financial Management
LAUDER ESTEE COS INC CL A 714K 7K Boston Financial Management
LINDE PLC SHS 4M 10K Boston Financial Management
LIVE NATION ENTERTAINMENT IN COM 2M 22K Boston Financial Management
LOCKHEED MARTIN CORP COM 36M 76K Boston Financial Management
LOWES COS INC COM 1M 6K Boston Financial Management
MANAGED PORTFOLIO SERIES ECOFIN GBL WATER 393K 9K Boston Financial Management
MARATHON PETE CORP COM 275K 2K Boston Financial Management
MARSH & MCLENNAN COS INC COM 1M 5K Boston Financial Management
MASCO CORP COM 267K 4K Boston Financial Management
MASTERCARD INCORPORATED CL A 62M 140K Boston Financial Management
MCCORMICK & CO INC COM NON VTG 521K 7K Boston Financial Management
MCDONALDS CORP COM 3M 11K Boston Financial Management
MEDTRONIC PLC SHS 330K 4K Boston Financial Management
MERCK & CO INC COM 10M 82K Boston Financial Management
META PLATFORMS INC CL A 10M 20K Boston Financial Management
METTLER TOLEDO INTERNATIONAL COM 9M 7K Boston Financial Management
MICROCHIP TECHNOLOGY INC. COM 388K 4K Boston Financial Management
MICROSOFT CORP COM 170M 380K Boston Financial Management
MOLSON COORS BEVERAGE CO CL B 951K 19K Boston Financial Management
MONDELEZ INTL INC CL A 3M 44K Boston Financial Management
MOODYS CORP COM 39M 94K Boston Financial Management
MORGAN STANLEY COM NEW 481K 5K Boston Financial Management
MOTOROLA SOLUTIONS INC COM NEW 329K 851 Boston Financial Management
MSCI INC COM 15M 31K Boston Financial Management
NETFLIX INC COM 1M 2K Boston Financial Management
NEWMONT CORP COM 3M 83K Boston Financial Management
NEXSTAR MEDIA GROUP INC COMMON STOCK 39M 232K Boston Financial Management
NEXTERA ENERGY INC COM 7M 102K Boston Financial Management
NIKE INC CL B 1M 18K Boston Financial Management
NORDSON CORP COM 14M 61K Boston Financial Management
NORFOLK SOUTHN CORP COM 802K 4K Boston Financial Management
NOVARTIS AG SPONSORED ADR 985K 9K Boston Financial Management
NOVO-NORDISK A S ADR 6M 43K Boston Financial Management
NUCOR CORP COM 418K 3K Boston Financial Management
NVIDIA CORPORATION COM 6M 51K Boston Financial Management
OLD REP INTL CORP COM 24M 778K Boston Financial Management
ONEOK INC NEW COM 408K 5K Boston Financial Management
ORACLE CORP COM 2M 14K Boston Financial Management
OREILLY AUTOMOTIVE INC COM 26M 24K Boston Financial Management
OTIS WORLDWIDE CORP COM 2M 22K Boston Financial Management
PACIRA BIOSCIENCES INC NOTE 0.750% 8/0 11K 12K Boston Financial Management
PALO ALTO NETWORKS INC COM 9M 27K Boston Financial Management
PARKER-HANNIFIN CORP COM 284K 561 Boston Financial Management
PAYPAL HLDGS INC COM 275K 5K Boston Financial Management
PEPSICO INC COM 6M 39K Boston Financial Management
PFIZER INC COM 37M 1M Boston Financial Management
PHILIP MORRIS INTL INC COM 241K 2K Boston Financial Management
PNC FINL SVCS GROUP INC COM 1M 9K Boston Financial Management
PROCTER AND GAMBLE CO COM 11M 68K Boston Financial Management
PTC INC COM 313K 2K Boston Financial Management
QUALCOMM INC COM 3M 13K Boston Financial Management
REALTY INCOME CORP COM 284K 5K Boston Financial Management
REPUBLIC SVCS INC COM 2M 9K Boston Financial Management
ROCKWELL AUTOMATION INC COM 768K 3K Boston Financial Management
ROLLINS INC COM 19M 394K Boston Financial Management
ROPER TECHNOLOGIES INC COM 24M 42K Boston Financial Management
ROSS STORES INC COM 5M 36K Boston Financial Management
RPM INTL INC COM 744K 7K Boston Financial Management
RTX CORPORATION COM 4M 43K Boston Financial Management
RYAN SPECIALTY HOLDINGS INC CL A 26M 450K Boston Financial Management
S&P GLOBAL INC COM 3M 8K Boston Financial Management
SALESFORCE INC COM 6M 24K Boston Financial Management
SCHWAB CHARLES CORP COM 320K 4K Boston Financial Management
SCHWAB STRATEGIC TR FUNDAMENTAL US L 1M 20K Boston Financial Management
SCHWAB STRATEGIC TR US BRD MKT ETF 459K 7K Boston Financial Management
SCHWAB STRATEGIC TR US DIVIDEND EQ 5M 58K Boston Financial Management
SEI INVTS CO COM 906K 14K Boston Financial Management
SELECT SECTOR SPDR TR ENERGY 1M 14K Boston Financial Management
SERVICENOW INC COM 4M 5K Boston Financial Management
SHERWIN WILLIAMS CO COM 61M 206K Boston Financial Management
SITEONE LANDSCAPE SUPPLY INC COM 12M 96K Boston Financial Management
SMITH A O CORP COM 44M 542K Boston Financial Management
SONY GROUP CORP SPONSORED ADR 224K 3K Boston Financial Management
SOUTHERN CO COM 841K 11K Boston Financial Management
SPDR GOLD TR CALL 2M – Boston Financial Management
SPDR GOLD TR GOLD SHS 1M 7K Boston Financial Management
SPDR S&P 500 ETF TR TR UNIT 17M 31K Boston Financial Management
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 9M 16K Boston Financial Management
SPDR SER TR BLOOMBERG 1-3 MO 787K 9K Boston Financial Management
SPDR SER TR PORTFOLIO S&P400 436K 8K Boston Financial Management
SPDR SER TR PORTFOLIO SHORT 2M 59K Boston Financial Management
SPDR SER TR S&P DIVID ETF 357K 3K Boston Financial Management
SPDR SER TR SPDR MSCI USA GE 482K 4K Boston Financial Management
STARBUCKS CORP COM 2M 22K Boston Financial Management
STERIS PLC SHS USD 45M 206K Boston Financial Management
STRIDE INC NOTE 1.125% 9/0 20K 14K Boston Financial Management
STRYKER CORPORATION COM 7M 20K Boston Financial Management
SUN LIFE FINANCIAL INC. COM 367K 7K Boston Financial Management
SWEETGREEN INC COM CL A 650K 22K Boston Financial Management
SYSCO CORP COM 552K 8K Boston Financial Management
TARGET CORP COM 210K 1K Boston Financial Management
TE CONNECTIVITY LTD SHS 375K 2K Boston Financial Management
TESLA INC COM 533K 3K Boston Financial Management
TEXAS INSTRS INC COM 943K 5K Boston Financial Management
THE CIGNA GROUP COM 983K 3K Boston Financial Management
THE ONCOLOGY INSTITUTE INC COM 231K 3K Boston Financial Management
THERMO FISHER SCIENTIFIC INC COM 11M 21K Boston Financial Management
TJX COS INC NEW COM 2M 22K Boston Financial Management
TORONTO DOMINION BK ONT COM NEW 465K 8K Boston Financial Management
TOTALENERGIES SE SPONSORED ADS 3M 49K Boston Financial Management
TRACTOR SUPPLY CO COM 2M 6K Boston Financial Management
TRAVELERS COMPANIES INC COM 975K 5K Boston Financial Management
TYLER TECHNOLOGIES INC COM 22M 44K Boston Financial Management
UNILEVER PLC SPON ADR NEW 300K 5K Boston Financial Management
UNION PAC CORP COM 5M 21K Boston Financial Management
UNITED PARCEL SERVICE INC CL B 813K 6K Boston Financial Management
UNITED STATES ANTIMONY CORP COM 36K 108K Boston Financial Management
UNITEDHEALTH GROUP INC COM 4M 8K Boston Financial Management
UNUM GROUP COM 2M 40K Boston Financial Management
VANECK ETF TRUST ENVIRONMENTAL SR 484K 3K Boston Financial Management
VANECK ETF TRUST JUNIOR GOLD MINE 3M 70K Boston Financial Management
VANGUARD BD INDEX FDS SHORT TRM BOND 236K 3K Boston Financial Management
VANGUARD INDEX FDS EXTEND MKT ETF 400K 2K Boston Financial Management
VANGUARD INDEX FDS GROWTH ETF 2M 5K Boston Financial Management
VANGUARD INDEX FDS LARGE CAP ETF 572K 2K Boston Financial Management
VANGUARD INDEX FDS MID CAP ETF 534K 2K Boston Financial Management
VANGUARD INDEX FDS S&P 500 ETF SHS 822K 2K Boston Financial Management
VANGUARD INDEX FDS SMALL CP ETF 869K 4K Boston Financial Management
VANGUARD INDEX FDS TOTAL STK MKT 8M 30K Boston Financial Management
VANGUARD INDEX FDS VALUE ETF 781K 5K Boston Financial Management
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 2M 35K Boston Financial Management
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 4M 86K Boston Financial Management
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 20M 341K Boston Financial Management
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 2M 32K Boston Financial Management
VANGUARD SPECIALIZED FUNDS DIV APP ETF 8M 46K Boston Financial Management
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 8M 164K Boston Financial Management
VANGUARD WHITEHALL FDS INTL DVD ETF 22M 276K Boston Financial Management
VANGUARD WORLD FD INF TECH ETF 274K 475 Boston Financial Management
VERALTO CORP COM SHS 1M 13K Boston Financial Management
VERISIGN INC COM 34M 192K Boston Financial Management
VERISK ANALYTICS INC COM 4M 14K Boston Financial Management
VERIZON COMMUNICATIONS INC COM 340K 8K Boston Financial Management
VERTEX PHARMACEUTICALS INC COM 1M 2K Boston Financial Management
VIATRIS INC COM 2M 149K Boston Financial Management
VISA INC COM CL A 69M 264K Boston Financial Management
VOLATO GROUP INC CL A COM 81K 139K Boston Financial Management
WALMART INC COM 2M 28K Boston Financial Management
WARNER BROS DISCOVERY INC COM SER A 80K 11K Boston Financial Management
WASTE CONNECTIONS INC COM 381K 2K Boston Financial Management
WASTE MGMT INC DEL COM 2M 8K Boston Financial Management
WATERS CORP COM 25M 86K Boston Financial Management
WATSCO INC COM 161M 347K Boston Financial Management
WEC ENERGY GROUP INC COM 216K 3K Boston Financial Management
WELLS FARGO CO NEW COM 240K 4K Boston Financial Management
WEST PHARMACEUTICAL SVSC INC COM 528K 2K Boston Financial Management
WISDOMTREE TR EM EX ST-OWNED 1M 41K Boston Financial Management
WISDOMTREE TR EMG MKTS SMCAP 19M 371K Boston Financial Management
WISDOMTREE TR INTL QULTY DIV 4M 107K Boston Financial Management
WISDOMTREE TR US QTLY DIV GRT 58M 742K Boston Financial Management
WISDOMTREE TR US S CAP QTY DIV 2M 46K Boston Financial Management
WP CAREY INC COM 384K 7K Boston Financial Management