Abbot Financial Management, Inc. Top Holdings and 13F Report (2025) About Abbot Financial Management, Inc.Investment ActivityAbbot Financial Management, Inc. has $192.75 million in total holdings as of March 31, 2025.Abbot Financial Management, Inc. owns shares of 127 different stocks, but just 56 companies or ETFs make up 80% of its holdings.Approximately 2.40% of the portfolio was purchased this quarter.About 1.48% of the portfolio was sold this quarter.This quarter, Abbot Financial Management, Inc. has purchased 124 new stocks and bought additional shares in 47 stocks.Abbot Financial Management, Inc. sold shares of 42 stocks and completely divested from 2 stocks this quarter.Largest Holdings Microsoft $12,961,916Apple $12,247,493NVIDIA $8,255,153JPMorgan Chase & Co. $7,646,124Vanguard Growth ETF $6,492,910 Largest New Holdings this Quarter 00724F101 - Adobe $743,665 Holding632307104 - Natera $434,836 Holding81762P102 - ServiceNow $388,516 Holding38141G104 - The Goldman Sachs Group $326,681 Holding369604301 - GE Aerospace $205,754 Holding Largest Purchases this Quarter Adobe 1,939 shares (about $743.67K)Natera 3,075 shares (about $434.84K)ServiceNow 488 shares (about $388.52K)The Goldman Sachs Group 598 shares (about $326.68K)Broadcom 1,946 shares (about $325.83K) Largest Sales this Quarter NVIDIA 2,250 shares (about $243.85K)Schlumberger 4,906 shares (about $205.07K)Apple 897 shares (about $199.25K)LyondellBasell Industries 1,950 shares (about $137.29K)Microsoft 315 shares (about $118.25K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAbbot Financial Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$12,961,916$118,249 ▼-0.9%34,5296.7%Computer and TechnologyAAPLApple$12,247,493$199,249 ▼-1.6%55,1376.4%Computer and TechnologyNVDANVIDIA$8,255,153$243,854 ▼-2.9%76,1694.3%Computer and TechnologyJPMJPMorgan Chase & Co.$7,646,124$33,606 ▲0.4%31,1714.0%FinanceVUGVanguard Growth ETF$6,492,910$15,945 ▲0.2%17,5103.4%ETFGOOGLAlphabet$5,693,907$71,754 ▲1.3%36,8203.0%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$4,279,012$59,555 ▼-1.4%22,0582.2%ETFXLKTechnology Select Sector SPDR Fund$4,154,997$64,009 ▼-1.5%20,1232.2%ETFBACBank of America$4,137,742$13,896 ▼-0.3%99,1552.1%FinanceCSCOCisco Systems$3,967,675$432 ▲0.0%64,2962.1%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$3,882,934$55,837 ▲1.5%77,9552.0%ETFBXBlackstone$3,812,093$87,782 ▲2.4%27,2722.0%FinanceABBVAbbVie$3,157,676$31,428 ▼-1.0%15,0711.6%MedicalPGProcter & Gamble$3,148,867$127,986 ▲4.2%18,4771.6%Consumer StaplesAMZNAmazon.com$3,118,685$150,873 ▲5.1%16,3921.6%Retail/WholesaleHDHome Depot$2,967,653$76,235 ▲2.6%8,0971.5%Retail/WholesaleLMTLockheed Martin$2,908,395$162,595 ▲5.9%6,5111.5%AerospaceMRKMerck & Co., Inc.$2,871,422$1,616 ▼-0.1%31,9901.5%MedicalCIBRFirst Trust Nasdaq Cybersecurity ETF$2,571,358$79,380 ▲3.2%40,8151.3%ManufacturingJNJJohnson & Johnson$2,534,831$83,748 ▼-3.2%15,2851.3%MedicalVOVanguard Mid-Cap ETF$2,506,028$29,224 ▼-1.2%9,6901.3%ETFIWMiShares Russell 2000 ETF$2,454,984$52,866 ▼-2.1%12,3061.3%FinanceMSMorgan Stanley$2,108,822$2,917 ▼-0.1%18,0751.1%FinanceMCDMcDonald's$2,071,013$19,679 ▼-0.9%6,6301.1%Retail/WholesaleNVSNovartis$2,054,504$51,282 ▼-2.4%18,4291.1%MedicalGLWCorning$1,975,636$22,890 ▼-1.1%43,1551.0%Computer and TechnologyEMREmerson Electric$1,925,717$41,554 ▼-2.1%17,5641.0%IndustrialsPHParker-Hannifin$1,724,167$235,804 ▲15.8%2,8370.9%IndustrialsPANWPalo Alto Networks$1,713,226$10,921 ▲0.6%10,0400.9%Computer and TechnologyBUNGE GLOBAL SA$1,648,120$106,986 ▼-6.1%21,5670.9%COM SHSXLIIndustrial Select Sector SPDR Fund$1,635,636$76,939 ▲4.9%12,4790.8%ETFTXNTexas Instruments$1,622,583$14,017 ▼-0.9%9,0290.8%Computer and TechnologyNKENIKE$1,580,538$29,518 ▼-1.8%24,8980.8%Consumer DiscretionaryAFLAflac$1,571,671$55,595 ▼-3.4%14,1350.8%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$1,564,8710.0%7,9250.8%FinancePEPPepsiCo$1,509,491$77,371 ▼-4.9%10,0670.8%Consumer StaplesLMBSFirst Trust Low Duration Opportunities ETF$1,421,614$12,732 ▲0.9%28,9180.7%ManufacturingAIGAmerican International Group$1,388,667$348 ▲0.0%15,9730.7%FinanceWMTWalmart$1,384,097$2,195 ▲0.2%15,7660.7%Retail/WholesaleFDXFedEx$1,353,467$50,950 ▼-3.6%5,5520.7%TransportationRTXRTX$1,336,349$397 ▲0.0%10,0890.7%AerospaceRSPTInvesco S&P 500 Equal Weight Technology ETF$1,332,213$3,659 ▼-0.3%38,9540.7%ETFVHTVanguard Health Care ETF$1,317,508$84,975 ▲6.9%4,9770.7%ETFXLVHealth Care Select Sector SPDR Fund$1,306,790$2,920 ▼-0.2%8,9500.7%ETFKMIKinder Morgan$1,299,022$59,399 ▲4.8%45,5320.7%EnergyGDXVanEck Gold Miners ETF$1,181,4290.0%25,7000.6%ETFKMBKimberly-Clark$1,173,457$42,666 ▼-3.5%8,2510.6%Consumer StaplesNFLXNetflix$1,151,675$933 ▲0.1%1,2350.6%Consumer DiscretionaryCTASCintas$1,150,9680.0%5,6000.6%Business ServicesCVXChevron$1,141,093$836 ▲0.1%6,8210.6%EnergyXLBMaterials Select Sector SPDR Fund$1,011,0390.0%11,7590.5%ETFVTVVanguard Value ETF$1,005,865$12,437 ▲1.3%5,8230.5%ETFCBChubb$994,725$302 ▲0.0%3,2940.5%FinanceIRMIron Mountain$939,4190.0%10,9180.5%Business ServicesSHOPShopify$922,719$2,864 ▲0.3%9,6640.5%Computer and TechnologyMELIMercadoLibre$920,811$5,853 ▲0.6%4720.5%Retail/WholesaleCRWDCrowdStrike$917,413$59,939 ▲7.0%2,6020.5%Computer and TechnologySTTState Street$914,1010.0%10,2100.5%FinanceFBNDFidelity Total Bond ETF$911,361$776 ▲0.1%19,9640.5%ETFABTAbbott Laboratories$868,858$46,428 ▼-5.1%6,5500.5%MedicalCOSTCostco Wholesale$863,308$1,891 ▲0.2%9130.4%Retail/WholesaleXLUUtilities Select Sector SPDR Fund$849,6090.0%10,7750.4%ETFPBEInvesco Biotechnology & Genome ETF$837,408$9,516 ▼-1.1%13,2000.4%ETFCHENIERE ENERGY INC$831,212$154,811 ▲22.9%3,5920.4%COM NEWGGGGraco$830,9250.0%9,9500.4%IndustrialsIXCiShares Global Energy ETF$826,991$15,566 ▼-1.8%19,6580.4%ETFDXCMDexCom$808,758$2,732 ▲0.3%11,8430.4%MedicalTSLATesla$808,579$70,492 ▲9.6%3,1200.4%Auto/Tires/TrucksAVGOBroadcom$788,629$325,833 ▲70.4%4,7100.4%Computer and TechnologyXOMExxon Mobil$774,948$53,400 ▲7.4%6,5160.4%EnergyDISWalt Disney$770,965$65,341 ▼-7.8%7,8110.4%Consumer DiscretionaryPENPenumbra$766,1300.0%2,8650.4%MedicalADBEAdobe$743,665$743,665 ▲New Holding1,9390.4%Computer and TechnologyCHEChemed$738,3840.0%1,2000.4%MedicalCRMSalesforce$737,507$13,419 ▼-1.8%2,7480.4%Computer and TechnologySPSMSPDR Portfolio S&P 600 Small Cap ETF$714,551$204 ▲0.0%17,5310.4%ETFBRK.BBerkshire Hathaway$703,5380.0%1,3210.4%FinanceMMM3M$701,1100.0%4,7740.4%Multi-Sector ConglomeratesCSXCSX$698,727$1,089 ▲0.2%23,7420.4%TransportationAPOApollo Global Management$698,3940.0%5,1000.4%FinanceSPYSPDR S&P 500 ETF Trust$693,0840.0%1,2390.4%FinanceTAT&T$679,813$42,193 ▼-5.8%24,0390.4%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$679,062$164,569 ▲32.0%3,9200.4%ETFFANGDiamondback Energy$674,342$26,699 ▲4.1%4,2180.3%EnergyTPLTexas Pacific Land$669,1200.0%5050.3%EnergyVZVerizon Communications$658,2580.0%14,5120.3%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$633,393$1,322 ▼-0.2%12,4610.3%ETFCOPConocoPhillips$630,099$4,411 ▼-0.7%6,0000.3%EnergyQQQInvesco QQQ$619,443$117,230 ▲23.3%1,3210.3%FinancePFEPfizer$607,909$46,170 ▼-7.1%23,9900.3%MedicalVBRVanguard Small-Cap Value ETF$607,585$186 ▲0.0%3,2620.3%ETFAMDAdvanced Micro Devices$601,065$3,596 ▲0.6%5,8500.3%Computer and TechnologyBABoeing$582,599$55,429 ▼-8.7%3,4160.3%AerospaceBMYBristol-Myers Squibb$575,8310.0%9,4410.3%MedicalAPDAir Products and Chemicals$553,5650.0%1,8770.3%Basic MaterialsPNNTPennantPark Investment$523,775$35 ▲0.0%74,5060.3%FinancePWRQuanta Services$479,155$149,974 ▲45.6%1,8850.2%ConstructionMDTMedtronic$471,235$1,528 ▲0.3%5,2440.2%MedicalSAFTSafety Insurance Group$458,451$44,252 ▼-8.8%5,8120.2%FinanceSLBSchlumberger$456,038$205,071 ▼-31.0%10,9100.2%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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