13F HOLDINGS REPORT
BOSTON RESEARCH & MANAGEMENT INC
Quarter ended Q4 2024 · Filed February 12, 2025 · Accession 0001259261-25-000002
Total Value
$407,374
Positions
115
Other Managers
0
Confidential Omitted
No
Holdings (115)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | iShares Core S&P 500 ETF | 464287200 | 32,298 | $19,013 | 4.67% |
| 2 | Microsoft Corp | MSFT | 41,872 | $17,649 | 4.33% |
| 3 | Apple Inc. | AAPL | 57,065 | $14,290 | 3.51% |
| 4 | Wal-Mart Stores | WMT | 133,902 | $12,098 | 2.97% |
| 5 | Mastercard, Inc. | MA | 21,337 | $11,235 | 2.76% |
| 6 | Alphabet, Inc. - Class A | GOOG | 52,130 | $9,868 | 2.42% |
| 7 | Tractor Supply Co | TSCO | 179,100 | $9,503 | 2.33% |
| 8 | AbbVie Inc. | ABBV | 52,136 | $9,264 | 2.27% |
| 9 | Berkshire Hathaway Inc. Class | BRK-A | 19,616 | $8,891 | 2.18% |
| 10 | J.P. Morgan Chase & Co. | VYLD | 36,910 | $8,847 | 2.17% |
| 11 | Cisco Systems, Inc. | CSCO | 148,163 | $8,771 | 2.15% |
| 12 | iShares Core S&P SmallCap ETF | 464287804 | 73,765 | $8,499 | 2.09% |
| 13 | Fastenal Co | FAST | 107,655 | $7,741 | 1.90% |
| 14 | Amazon.com, Inc. | AMZN | 34,964 | $7,670 | 1.88% |
| 15 | Xylem Inc. | XYL | 65,162 | $7,560 | 1.86% |
| 16 | Procter & Gamble Co | 742718109 | 44,509 | $7,461 | 1.83% |
| 17 | McDonald's Corp | MCD | 25,046 | $7,260 | 1.78% |
| 18 | Abbott Laboratories | ABLZF | 62,366 | $7,054 | 1.73% |
| 19 | Bank of New York Mellon Corp. | 064058100 | 91,610 | $7,038 | 1.73% |
| 20 | General Mills Inc Com | 370334104 | 107,387 | $6,848 | 1.68% |
| 21 | Linde PLC | LIN | 16,015 | $6,705 | 1.65% |
| 22 | Accenture PLC | ACN | 18,539 | $6,521 | 1.60% |
| 23 | Snap-On Inc. | SNA | 18,791 | $6,379 | 1.57% |
| 24 | Merck & Co. Inc. | MRK | 64,076 | $6,374 | 1.56% |
| 25 | Labcorp Holdings | LH | 25,337 | $5,810 | 1.43% |
| 26 | Colgate-Palmolive Company | CL | 63,771 | $5,797 | 1.42% |
| 27 | Exxon Mobil Corp. | XOM | 52,704 | $5,669 | 1.39% |
| 28 | D.R. Horton, Inc. | 23331a109 | 40,453 | $5,656 | 1.39% |
| 29 | iShares Core MSCI Emerging Mkt | 46434g103 | 104,942 | $5,480 | 1.35% |
| 30 | Lockheed Martin Corp | LMT | 11,206 | $5,445 | 1.34% |
| 31 | Nextera Energy Inc. | NEE-PW | 74,722 | $5,356 | 1.31% |
| 32 | Pepsi Co Inc | PEP | 34,918 | $5,309 | 1.30% |
| 33 | Walt Disney Co. | 254687106 | 47,108 | $5,245 | 1.29% |
| 34 | United Parcel Services | UPS | 40,759 | $5,139 | 1.26% |
| 35 | Sysco Corp | SYY | 66,529 | $5,086 | 1.25% |
| 36 | Duke Energy Corp. | DUKB | 45,962 | $4,951 | 1.22% |
| 37 | Comcast Corp Cl A Vtg | CCZ | 131,823 | $4,947 | 1.21% |
| 38 | Coca-Cola Company | KO | 78,350 | $4,878 | 1.20% |
| 39 | iShares Core MSCI EAFE ETF | 46432f842 | 68,893 | $4,841 | 1.19% |
| 40 | Thermo Fisher Scientific | TMO | 9,298 | $4,837 | 1.19% |
| 41 | iShares Russell 2000 Index Fun | 464287655 | 21,041 | $4,649 | 1.14% |
| 42 | US Bancorp | USB-PS | 94,541 | $4,521 | 1.11% |
| 43 | Omnicom Group Inc Com | OMC | 51,365 | $4,419 | 1.08% |
| 44 | Verizon Communications | VZ | 106,500 | $4,258 | 1.05% |
| 45 | AMEX Energy Sector SPDR | 81369y506 | 49,376 | $4,229 | 1.04% |
| 46 | SPDR S&P 500 ETF | SPY | 7,116 | $4,170 | 1.02% |
| 47 | Medtronic Plc | MDT | 50,868 | $4,063 | 1.00% |
| 48 | Cintas Corporation | CTAS | 21,300 | $3,891 | 0.96% |
| 49 | Vanguard Total Stock Market ET | 922908769 | 12,380 | $3,587 | 0.88% |
| 50 | Adobe Systems, Inc. | ADBE | 7,956 | $3,537 | 0.87% |
| 51 | Home Depot, Inc. | HD | 8,805 | $3,425 | 0.84% |
| 52 | ConocoPhillips | COP | 32,784 | $3,251 | 0.80% |
| 53 | Eli Lilly & Co | LLY | 4,188 | $3,233 | 0.79% |
| 54 | iShares Core S&P Midcap ETF | 464287507 | 49,240 | $3,068 | 0.75% |
| 55 | iShares iBoxx High Yield Corp | 464288513 | 33,135 | $2,606 | 0.64% |
| 56 | iShares Comex Gold Trust | IAU | 50,283 | $2,489 | 0.61% |
| 57 | Vanguard Small-Cap ETF | 922908751 | 10,269 | $2,467 | 0.61% |
| 58 | Alphabet, Inc. - Class C | GOOG | 10,030 | $1,910 | 0.47% |
| 59 | VanEck Vectors Biotech ETF | 92189F726 | 11,681 | $1,833 | 0.45% |
| 60 | Oracle Corp. | ORCL-PD | 10,259 | $1,709 | 0.42% |
| 61 | iShares Nasdaq Biotechnology I | 464287556 | 12,557 | $1,660 | 0.41% |
| 62 | Stryker Corp | SYK | 4,354 | $1,567 | 0.38% |
| 63 | CVS Health Corp | CVS | 33,908 | $1,522 | 0.37% |
| 64 | Nvidia | NVDA | 11,020 | $1,479 | 0.36% |
| 65 | SPDR DJIA ETF Trust | 78467X109 | 3,367 | $1,432 | 0.35% |
| 66 | Johnson & Johnson | JNJ | 9,661 | $1,397 | 0.34% |
| 67 | Caterpillar | CAT | 3,542 | $1,284 | 0.32% |
| 68 | Chevron Corp | CVX | 8,608 | $1,246 | 0.31% |
| 69 | Vanguard FTSE All-World Ex-US | 922042775 | 21,293 | $1,222 | 0.30% |
| 70 | Paychex, Inc. | PAYX | 7,590 | $1,064 | 0.26% |
| 71 | Vanguard Developed Markets ETF | 921943858 | 21,999 | $1,052 | 0.26% |
| 72 | VaneckVectors HY Muni ETF | 92189h409 | 19,119 | $992 | 0.24% |
| 73 | Qorvo Inc. | QRVO | 12,555 | $877 | 0.22% |
| 74 | Vanguard Emerging Markets ETF | 922042858 | 16,147 | $711 | 0.17% |
| 75 | Intl Business Machines Corp | INTR | 3,213 | $706 | 0.17% |
| 76 | Illinois Tool Works | 452308109 | 2,580 | $654 | 0.16% |
| 77 | Emerson Electric Co | EMR | 5,100 | $632 | 0.16% |
| 78 | Waste Management, Inc. | WM | 3,090 | $623 | 0.15% |
| 79 | Yum! Brands Inc. | YUM | 4,320 | $579 | 0.14% |
| 80 | 3M Co | MMM | 4,394 | $567 | 0.14% |
| 81 | Marsh & McLennan Companies, In | 571748102 | 2,620 | $556 | 0.14% |
| 82 | Automatic Data Processing, Inc | ADP | 1,715 | $502 | 0.12% |
| 83 | iShares US Preferred Stock | 464288687 | 15,682 | $493 | 0.12% |
| 84 | iShares S&P Growth Allocation | 464289867 | 8,449 | $484 | 0.12% |
| 85 | Invesco S&P 500 Equal Weight | IVZ | 2,697 | $472 | 0.12% |
| 86 | Qualcomm, Inc. | QCOM | 3,020 | $463 | 0.11% |
| 87 | PPG Industries | 693506107 | 3,700 | $441 | 0.11% |
| 88 | Danaher Corp. | 235851102 | 1,918 | $440 | 0.11% |
| 89 | iShares Core Total US Bond Mar | 464287226 | 4,327 | $419 | 0.10% |
| 90 | Invesco QQQ Trust Series 1 | IVZ | 816 | $417 | 0.10% |
| 91 | GE Aerospace | 369604301 | 2,413 | $402 | 0.10% |
| 92 | Pfizer Inc. | PFE | 15,027 | $398 | 0.10% |
| 93 | Kimberly-Clark Corp | KMB | 3,030 | $397 | 0.10% |
| 94 | Southern Co | SOMN | 4,710 | $387 | 0.09% |
| 95 | Bristol-Myers Squibb Company | CELG-RI | 6,660 | $376 | 0.09% |
| 96 | UnitedHealth Group Inc | UNH | 740 | $374 | 0.09% |
| 97 | Boston Properties, Inc. | BXP | 4,850 | $360 | 0.09% |
| 98 | Amgen Inc. | AMGN | 1,237 | $322 | 0.08% |
| 99 | iShares Russell 1000 Growth In | 464287614 | 772 | $310 | 0.08% |
| 100 | iShares S&P Global Tech Sector | 464287291 | 3,600 | $305 | 0.07% |
| 101 | Masco Corp | MAS | 4,000 | $290 | 0.07% |
| 102 | HP Inc. | HPQ | 8,680 | $283 | 0.07% |
| 103 | Genuine Parts | GPC | 2,390 | $279 | 0.07% |
| 104 | Costco Whsl Corp New Com | 22160K105 | 290 | $265 | 0.07% |
| 105 | iShares Russell 1000 Index Fun | 464287622 | 768 | $247 | 0.06% |
| 106 | Agilent Technologies, Inc. | A | 1,841 | $247 | 0.06% |
| 107 | Lowe's Companies | 548661107 | 980 | $241 | 0.06% |
| 108 | American Express Co | AXP | 800 | $237 | 0.06% |
| 109 | Boeing Co | BA-PA | 1,300 | $230 | 0.06% |
| 110 | Nucor Corporation | NUE | 1,936 | $225 | 0.06% |
| 111 | Clorox Company | CLX | 1,375 | $223 | 0.05% |
| 112 | Yum China Holding Inc. | YUMC | 4,320 | $208 | 0.05% |
| 113 | Raytheon Technologies Corp | RTX | 1,770 | $204 | 0.05% |
| 114 | General Dynamics Corporation | GD | 770 | $202 | 0.05% |
| 115 | Empire St Realty | 292102100 | 10,754 | $109 | 0.03% |