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Boston Research & Management Inc

Q4 2023 Holdings

Filed 2024-02-12 | 114 holdings | $40.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Cambridge Heart Inc.COM131910101$010,2000.0%
iShares Russell 1000 Index Fun(IWB)COM464287622$2017680.0%
Worthington Enterprises, Inc.(WOR)COM981811102$2013,5000.0%
Archer Daniels Midland Com(ADM)COM039483102$2072,8800.0%
General Dynamics Corporation(GD)COM369550108$2188400.0%
Lowe's Companies(LOW)COM548661107$2189800.0%
iShares S&P Global Tech Sector(IXN)COM464287291$2453,6000.0%
iShares Russell 1000 Growth In(IWF)COM464287614$2458110.0%
Agilent Technologies, Inc.(A)COM00846U101$2551,8410.0%
HP Inc.(HPQ)COM40434L105$2618,6800.0%
Masco Corp(MAS)COM574599106$2674,0000.0%
General Electric Company(GE)COM369604301$3072,4130.0%
Southern Co(SO)COM842587107$3304,7100.0%
Genuine Parts(GPC)COM372460105$3312,3900.0%
Nucor Corporation(NUE)COM670346105$3361,9360.0%
Boston Properties, Inc.(BXP)COM101121101$3404,8500.0%
Bristol-Myers Squibb Company(BMY)COM110122108$3416,6600.0%
Invesco QQQ Trust Series 1(QQQ)COM46090E103$3538630.0%
Amgen Inc.(AMGN)COM031162100$3561,2370.0%
iShares Core Total US Bond Mar(AGG)COM464287226$3683,7170.0%
Kimberly-Clark Corp(KMB)COM494368103$3743,0850.0%
UnitedHealth Group Inc(UNH)COM91324P102$3897400.0%
Invesco S&P 500 Equal Weight(RSP)COM46137V357$3902,4770.0%
Automatic Data Processing, Inc(ADP)COM053015103$3991,7150.0%
Qualcomm, Inc.(QCOM)COM747525103$4363,0200.0%
iShares S&P Growth Allocation(AOR)COM464289867$4698,8270.0%
3M Co(MMM)COM88579Y101$4804,3940.0%
Pfizer Inc.(PFE)COM717081103$48216,7630.0%
Emerson Electric Co(EMR)COM291011104$4965,1000.0%
Marsh & McLennan Companies, In(MRSH)COM571748102$4962,6200.0%
iShares US Preferred Stock(PFF)COM464288687$54517,4910.0%
Waste Management, Inc.(WM)COM94106L109$5533,0900.0%
PPG Industries(PPG)COM693506107$5533,7000.0%
Yum! Brands Inc.(YUM)COM988498101$5644,3200.0%
Nvidia(NVDA)COM67066G104$6381,2900.0%
Illinois Tool Works(ITW)COM452308109$6752,5800.0%
Vanguard Emerging Markets ETF(VWO)COM922042858$68616,6930.0%
Intl Business Machines Corp(IBM)COM459200101$7524,6030.0%
Fortrea Holdings Inc(FTRE)COM34965K107$75521,6580.0%
Paychex, Inc.(PAYX)COM704326107$9077,6150.0%
Caterpillar(CAT)COM149123101$1.0K3,5420.0%
Vanguard Developed Markets ETF(VEA)COM921943858$1.1K21,9990.0%
Oracle Corp.(ORCL)COM68389X105$1.1K10,3190.0%
VaneckVectors HY Muni ETF(HYD)COM92189H409$1.2K22,7680.0%
Vanguard Ftse All-World Ex-US(VEU)COM922042775$1.2K21,4030.0%
Spdr Djia ETF Trust(DIA)COM78467X109$1.3K3,3600.0%
Stryker Corp(SYK)COM863667101$1.3K4,3540.0%
Chevron Corp(CVX)COM166764100$1.3K8,8080.0%
Johnson & Johnson(JNJ)COM478160104$1.5K9,7110.0%
iShares Nasdaq Biotechnology I(IBB)COM464287556$2.0K15,0560.0%
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