StockDriftsStockDriftsTop 50 Boston Mountain Money Management Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 13.69% | 40.9K | $23.6M | +0.30%(+124) | — | 2024-09-30 | |
| WMT | WALMART INC | 10.93% | 233.0K | $18.8M | +3.76%(+8.45K) | — | 2024-09-30 | |
| SPYG | SPDR SER TR | 9.52% | 197.6K | $16.4M | -2.50%(-5.06K) | — | 2024-09-30 | |
| ITOT | ISHARES TR | 8.34% | 114.4K | $14.4M | -1.97%(-2.30K) | — | 2024-09-30 | |
| VOOV | VANGUARD ADMIRAL FDS INC | 8.29% | 74.9K | $14.3M | +13.43%(+8.87K) | — | 2024-09-30 | |
| VTI | VANGUARD INDEX FDS | 5.33% | 32.4K | $9.2M | +1.03%(+332) | — | 2024-09-30 | |
| ISTB | ISHARES TR | 4.71% | 166.7K | $8.1M | +5.89%(+9.27K) | — | 2024-09-30 | |
| BSV | VANGUARD BD INDEX FDS | 4.61% | 101.0K | $7.9M | +414.71%(+81.37K) | — | 2024-09-30 | |
| SPY | SPDR S&P 500 ETF TR | 3.99% | 12.0K | $6.9M | +0.00%(+0) | — | 2024-09-30 | |
| IXUS | ISHARES TR | 3.61% | 85.6K | $6.2M | +1.55%(+1.30K) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Boston Mountain Money Management Inc reports $172.24M in US-listed equity holdings across 64 positions in its most recent 13F filing. Its largest disclosed positions are IVV (13.7%), WMT (10.9%) and SPYG (9.5%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Boston Mountain Money Management Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2022846). View Boston Mountain Money Management Inc’s 13F filings on SEC