Boston Mountain Money Management Inc Top Holdings and 13F Report (2024) About Boston Mountain Money Management IncInvestment ActivityBoston Mountain Money Management Inc has $151.59 million in total holdings as of June 30, 2024.Boston Mountain Money Management Inc owns shares of 61 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 2.98% of the portfolio was purchased this quarter.About 2.88% of the portfolio was sold this quarter.This quarter, Boston Mountain Money Management Inc has purchased 62 new stocks and bought additional shares in 18 stocks.Boston Mountain Money Management Inc sold shares of 23 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $22,296,795SPDR Portfolio S&P 500 Growth ETF $16,238,941Walmart $15,206,870iShares Core S&P Total U.S. Stock Market ETF $13,860,087Vanguard S&P 500 Value ETF $11,606,644 Largest New Holdings this Quarter Vanguard Short-Term Bond ETF $1,504,965 HoldingCENCORA INC $267,174 Holding Largest Purchases this Quarter Vanguard Short-Term Bond ETF 19,621 shares (about $1.50M)Invesco S&P 500 Equal Weight ETF 4,271 shares (about $701.65K)Vanguard Short-Term Corporate Bond ETF 7,918 shares (about $611.87K)iShares Short-Term National Muni Bond ETF 5,100 shares (about $533.20K)CENCORA INC 1,186 shares (about $267.17K) Largest Sales this Quarter Walmart 19,680 shares (about $1.33M)iShares Core 1-5 Year USD Bond ETF 11,572 shares (about $548.17K)Mastercard 430 shares (about $189.52K)SPDR Portfolio S&P 500 Growth ETF 1,548 shares (about $124.04K)SPDR Portfolio Emerging Markets ETF 2,635 shares (about $99.26K) 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$22,296,795$180,585 ▲0.8%40,74514.7%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$16,238,941$124,042 ▼-0.8%202,65710.7%ETFWMTWalmart$15,206,870$1,332,534 ▼-8.1%224,58810.0%Retail/WholesaleITOTiShares Core S&P Total U.S. Stock Market ETF$13,860,087$35,515 ▼-0.3%116,6879.1%ETFVOOVVanguard S&P 500 Value ETF$11,606,644$212,519 ▲1.9%66,0297.7%ETFVTIVanguard Total Stock Market ETF$8,581,988$165,856 ▲2.0%32,0815.7%ETFISTBiShares Core 1-5 Year USD Bond ETF$7,458,519$548,167 ▼-6.8%157,4524.9%ManufacturingSPYSPDR S&P 500 ETF Trust$6,522,0320.0%11,9844.3%FinanceIXUSiShares Core MSCI Total International Stock ETF$5,695,347$120,662 ▲2.2%84,3013.8%ManufacturingIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$3,586,782$119,542 ▲3.4%70,0002.4%ManufacturingSPHQInvesco S&P 500 Quality ETF$3,522,006$63,540 ▼-1.8%55,4302.3%ETFSUBiShares Short-Term National Muni Bond ETF$3,260,078$533,205 ▲19.6%31,1822.2%ETFSPEMSPDR Portfolio Emerging Markets ETF$2,972,402$99,261 ▼-3.2%78,9062.0%ETFSCHMSchwab U.S. Mid-Cap ETF$2,259,306$83,277 ▼-3.6%29,0291.5%ETFVCSHVanguard Short-Term Corporate Bond ETF$2,181,201$611,874 ▲39.0%28,2261.4%ETFRSPInvesco S&P 500 Equal Weight ETF$1,846,044$701,651 ▲61.3%11,2371.2%ETFIQLTiShares MSCI Intl Quality Factor ETF$1,664,304$10,036 ▲0.6%42,6201.1%ETFGOOGAlphabet$1,643,076$21,460 ▼-1.3%8,9581.1%Computer and TechnologyAAPLApple$1,570,034$14,323 ▲0.9%7,4541.0%Computer and TechnologyDGROiShares Core Dividend Growth ETF$1,528,5090.0%26,5321.0%ETFBSVVanguard Short-Term Bond ETF$1,504,965$1,504,965 ▲New Holding19,6211.0%ETFJHMMJohn Hancock Multifactor Mid Cap ETF$1,448,378$28,676 ▼-1.9%26,3151.0%ETFMSFTMicrosoft$879,0850.0%1,9670.6%Computer and TechnologyVYMVanguard High Dividend Yield ETF$798,5540.0%6,7330.5%ETFVTVVanguard Value ETF$702,0330.0%4,3760.5%ETFVYMIVanguard International High Dividend Yield ETF$654,434$13,020 ▼-2.0%9,5500.4%ETFUNHUnitedHealth Group$626,847$10,694 ▼-1.7%1,2310.4%MedicalVXUSVanguard Total International Stock ETF$612,506$16,522 ▲2.8%10,1580.4%ETFBACBank of America$609,146$3,062 ▼-0.5%15,3170.4%FinanceJPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF$604,5580.0%13,8660.4%ETFAMZNAmazon.com$586,7070.0%3,0360.4%Retail/WholesaleVOVanguard Mid-Cap ETF$523,989$33,657 ▲6.9%2,1640.3%ETFVIGVanguard Dividend Appreciation ETF$513,962$4,382 ▼-0.8%2,8150.3%ETFXOMExxon Mobil$499,1890.0%4,3360.3%Oils/EnergyBRK.BBerkshire Hathaway$463,345$9,763 ▲2.2%1,1390.3%FinanceBKNGBooking$428,042$3,963 ▼-0.9%1080.3%Retail/WholesaleJBHTJ.B. Hunt Transport Services$400,2670.0%2,5020.3%TransportationGDGeneral Dynamics$342,340$870 ▲0.3%1,1800.2%AerospaceNFLXNetflix$334,0660.0%4950.2%Consumer DiscretionaryADBEAdobe$330,5460.0%5950.2%Computer and TechnologyWFCWells Fargo & Company$309,4260.0%5,2100.2%FinanceFIFiserv$291,522$7,452 ▼-2.5%1,9560.2%Business ServicesMCKMcKesson$291,200$584 ▲0.2%4990.2%MedicalLMTLockheed Martin$290,280$467 ▲0.2%6210.2%AerospaceTSMTaiwan Semiconductor Manufacturing$279,139$13,036 ▼-4.5%1,6060.2%Computer and TechnologyVBVanguard Small-Cap ETF$274,034$15,042 ▲5.8%1,2570.2%ETFSCHWCharles Schwab$273,2710.0%3,7080.2%FinanceCENCORA INC$267,174$267,174 ▲New Holding1,1860.2%COMMETAMeta Platforms$262,858$1,514 ▼-0.6%5210.2%Computer and TechnologyIUSViShares Core S&P U.S. Value ETF$255,4550.0%2,8990.2%ManufacturingIQVIQVIA$249,076$2,749 ▼-1.1%1,1780.2%MedicalQCOMQUALCOMM$238,5360.0%1,1980.2%Computer and TechnologyADIAnalog Devices$231,2440.0%1,0130.2%Computer and TechnologySPHYSPDR Portfolio High Yield Bond ETF$226,555$2,904 ▲1.3%9,7530.1%ETFULUnilever$221,530$35,190 ▼-13.7%4,0290.1%Consumer StaplesBABoeing$215,8640.0%1,1860.1%AerospaceECLEcolab$215,287$10,467 ▼-4.6%9050.1%Basic MaterialsMAMastercard$211,555$189,518 ▼-47.3%4800.1%Business ServicesSNYSanofi$209,6550.0%4,3210.1%MedicalNVSNovartis$206,958$33,215 ▼-13.8%1,9440.1%MedicalDISWalt Disney$203,777$9,037 ▼-4.2%2,0520.1%Consumer DiscretionaryIAGGiShares Core International Aggregate Bond ETF$0$1,199,725 ▼-100.0%00.0%ETFCORCencora$0$288,152 ▼-100.0%00.0%MedicalCOPConocoPhillips$0$209,833 ▼-100.0%00.0%Oils/EnergyShowing largest 100 holdings. 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