Boston Mountain Money Management Inc Top Holdings and 13F Report (2024) About Boston Mountain Money Management IncInvestment ActivityBoston Mountain Money Management Inc has $172.24 million in total holdings as of September 30, 2024.Boston Mountain Money Management Inc owns shares of 64 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 6.90% of the portfolio was purchased this quarter.About 0.86% of the portfolio was sold this quarter.This quarter, Boston Mountain Money Management Inc has purchased 61 new stocks and bought additional shares in 24 stocks.Boston Mountain Money Management Inc sold shares of 23 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $23,574,119Walmart $18,818,111SPDR Portfolio S&P 500 Growth ETF $16,388,968iShares Core S&P Total U.S. Stock Market ETF $14,369,716Vanguard S&P 500 Value ETF $14,283,973 Largest New Holdings this Quarter iShares MSCI EAFE Growth ETF $313,907 HoldingTesla $263,200 HoldingJPMorgan Chase & Co. $238,932 HoldingPhilip Morris International $236,814 HoldingVanguard Large-Cap ETF $203,523 Holding Largest Purchases this Quarter Vanguard Short-Term Bond ETF 81,371 shares (about $6.40M)Vanguard S&P 500 Value ETF 8,866 shares (about $1.69M)Walmart 8,454 shares (about $682.66K)iShares Core 1-5 Year USD Bond ETF 9,272 shares (about $451.36K)iShares MSCI EAFE Growth ETF 2,916 shares (about $313.91K) Largest Sales this Quarter SPDR Portfolio S&P 500 Growth ETF 5,057 shares (about $419.43K)iShares Core S&P Total U.S. Stock Market ETF 2,297 shares (about $288.55K)Alphabet 343 shares (about $57.35K)Vanguard High Dividend Yield ETF 345 shares (about $44.23K)Schwab U.S. Mid-Cap ETF 504 shares (about $41.88K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBoston Mountain Money Management Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$23,574,119$71,526 ▲0.3%40,86913.7%ETFWMTWalmart$18,818,111$682,659 ▲3.8%233,04210.9%Retail/WholesaleSPYGSPDR Portfolio S&P 500 Growth ETF$16,388,968$419,428 ▼-2.5%197,6009.5%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$14,369,716$288,550 ▼-2.0%114,3908.3%ETFVOOVVanguard S&P 500 Value ETF$14,283,973$1,690,923 ▲13.4%74,8958.3%ETFVTIVanguard Total Stock Market ETF$9,178,065$94,009 ▲1.0%32,4135.3%ETFISTBiShares Core 1-5 Year USD Bond ETF$8,116,113$451,360 ▲5.9%166,7244.7%ManufacturingBSVVanguard Short-Term Bond ETF$7,947,033$6,403,062 ▲414.7%100,9924.6%ETFSPYSPDR S&P 500 ETF Trust$6,876,0450.0%11,9844.0%FinanceIXUSiShares Core MSCI Total International Stock ETF$6,217,512$94,710 ▲1.5%85,6053.6%ManufacturingSPHQInvesco S&P 500 Quality ETF$3,728,7590.0%55,4302.2%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$3,645,695$40,495 ▼-1.1%69,2312.1%ManufacturingSUBiShares Short-Term National Muni Bond ETF$3,580,090$268,873 ▲8.1%33,7142.1%ETFSPEMSPDR Portfolio Emerging Markets ETF$3,272,749$15,521 ▲0.5%79,2821.9%ETFVCSHVanguard Short-Term Corporate Bond ETF$2,399,007$157,329 ▲7.0%30,2071.4%ETFSCHMSchwab U.S. Mid-Cap ETF$2,370,120$41,877 ▼-1.7%28,5251.4%ETFRSPInvesco S&P 500 Equal Weight ETF$2,181,169$167,879 ▲8.3%12,1741.3%ETFIQLTiShares MSCI Intl Quality Factor ETF$1,773,368$5,062 ▲0.3%42,7421.0%ETFAAPLApple$1,712,311$24,465 ▼-1.4%7,3491.0%Computer and TechnologyDGROiShares Core Dividend Growth ETF$1,658,401$4,890 ▼-0.3%26,4541.0%ETFJHMMJohn Hancock Multifactor Mid Cap ETF$1,584,1630.0%26,3150.9%ETFGOOGAlphabet$1,440,342$57,346 ▼-3.8%8,6150.8%Computer and TechnologyMSFTMicrosoft$820,679$25,821 ▼-3.1%1,9070.5%Computer and TechnologyVYMVanguard High Dividend Yield ETF$818,893$44,226 ▼-5.1%6,3880.5%ETFVTVVanguard Value ETF$737,295$26,712 ▼-3.5%4,2230.4%ETFVOVanguard Mid-Cap ETF$730,959$160,120 ▲28.0%2,7710.4%ETFVYMIVanguard International High Dividend Yield ETF$701,1310.0%9,5500.4%ETFUNHUnitedHealth Group$688,621$30,982 ▼-4.3%1,1780.4%MedicalJPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF$665,9840.0%13,8660.4%ETFVXUSVanguard Total International Stock ETF$656,710$906 ▼-0.1%10,1440.4%ETFBACBank of America$607,7670.0%15,3170.4%FinanceAMZNAmazon.com$576,878$11,180 ▲2.0%3,0960.3%Retail/WholesaleJBHTJ.B. Hunt Transport Services$562,547$131,330 ▲30.5%3,2640.3%TransportationVIGVanguard Dividend Appreciation ETF$557,6290.0%2,8150.3%ETFBRK.BBerkshire Hathaway$535,743$11,507 ▲2.2%1,1640.3%FinanceXOMExxon Mobil$531,387$23,094 ▲4.5%4,5330.3%Oils/EnergyBKNGBooking$446,698$8,428 ▼-1.9%1060.3%Retail/WholesaleGDGeneral Dynamics$418,218$61,645 ▲17.3%1,3840.2%AerospaceLMTLockheed Martin$394,842$31,587 ▲8.7%6750.2%AerospaceFIFiserv$347,623$3,773 ▼-1.1%1,9350.2%Business ServicesNFLXNetflix$346,833$4,256 ▼-1.2%4890.2%Consumer DiscretionaryVBVanguard Small-Cap ETF$329,676$31,545 ▲10.6%1,3900.2%ETFEFGiShares MSCI EAFE Growth ETF$313,907$313,907 ▲New Holding2,9160.2%ETFADBEAdobe$303,419$4,660 ▼-1.5%5860.2%Computer and TechnologyWFCWells Fargo & Company$294,3170.0%5,2100.2%FinanceMETAMeta Platforms$292,698$5,728 ▼-1.9%5110.2%Computer and TechnologyULUnilever$291,511$29,814 ▲11.4%4,4880.2%Consumer StaplesIQVIQVIA$277,729$1,422 ▼-0.5%1,1720.2%MedicalIUSViShares Core S&P U.S. Value ETF$276,7890.0%2,8990.2%ManufacturingTSMTaiwan Semiconductor Manufacturing$275,093$3,821 ▼-1.4%1,5840.2%Computer and TechnologyTSLATesla$263,200$263,200 ▲New Holding1,0060.2%Auto/Tires/TrucksCENCORA INC$262,637$4,276 ▼-1.6%1,1670.2%COMNVSNovartis$252,814$29,215 ▲13.1%2,1980.1%MedicalMCKMcKesson$251,460$4,940 ▲2.0%5090.1%MedicalSNYSanofi$249,0190.0%4,3210.1%MedicalSCHWCharles Schwab$239,074$1,231 ▼-0.5%3,6890.1%FinanceJPMJPMorgan Chase & Co.$238,932$238,932 ▲New Holding1,1330.1%FinancePMPhilip Morris International$236,814$236,814 ▲New Holding1,9510.1%Consumer StaplesSPHYSPDR Portfolio High Yield Bond ETF$234,5530.0%9,7530.1%ETFECLEcolab$233,764$2,807 ▲1.2%9160.1%Basic MaterialsMAMastercard$233,733$3,459 ▼-1.5%4730.1%Business ServicesADIAnalog Devices$221,670$11,509 ▼-4.9%9630.1%Computer and TechnologyQCOMQUALCOMM$203,6510.0%1,1980.1%Computer and TechnologyVVVanguard Large-Cap ETF$203,523$203,523 ▲New Holding7730.1%ETFBABoeing$0$215,864 ▼-100.0%00.0%AerospaceDISWalt Disney$0$203,777 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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