Abbot Financial Management, Inc.

ANDOVER, MA · CIK 1714341 · 13F filing filed 2025-05-07

SEC-registered investment adviser since 1983 · corporation

Assets managed$358.9m
Staff4 · 3 in investment roles
Main clients (by assets)High net worth individuals 86%, Individuals 11%, Charities 3%
Websiteabbotfm.com
Form ADV · 2026-09-24SEC adviser record

Kindwealth
Others nearbyAndover, MA

$192.8m reported value -4.0% vs Q4 2024

127positions

36.2%in top 10

5 new 47 added 42 reduced 2 sold out vs Q4 2024

Holdings, Q1 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MICROSOFT CORP COM MSFT	MSFT	34,529	$13.0m6.72%	6.72%	Reduced -315	-315 -0.9%
2	APPLE INC COM AAPL	AAPL	55,137	$12.2m6.35%	6.35%	Reduced -897	-897 -1.6%
3	NVIDIA CORPORATION COM NVDA	NVDA	76,169	$8.3m4.28%	4.28%	Reduced -2.2k	-2,250 -2.9%
4	JPMORGAN CHASE & CO COM JPM	JPM	31,171	$7.6m3.97%	3.97%	Added +137	+137 0.4%
5	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	17,510	$6.5m3.37%	3.37%	Added +43	+43 0.2%
6	ALPHABET INC CAP STK CL A GOOGL	GOOGL	36,820	$5.7m2.95%	2.95%	Added +464	+464 1.3%
7	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	22,058	$4.3m2.22%	2.22%	Reduced -307	-307 -1.4%
8	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	20,123	$4.2m2.16%	2.16%	Reduced -310	-310 -1.5%
9	BANK AMERICA CORP COM BAC	BAC	99,155	$4.1m2.15%	2.15%	Reduced -333	-333 -0.3%
10	CISCO SYS INC COM CSCO	CSCO	64,296	$4.0m2.06%	2.06%	Added +7	+7 0.0%
11	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	77,955	$3.9m2.01%	2.01%	Added +1.1k	+1,121 1.5%
12	BLACKSTONE INC COM BX	BX	27,272	$3.8m1.98%	1.98%	Added +628	+628 2.4%
13	ABBVIE INC COM ABBV	ABBV	15,071	$3.2m1.64%	1.64%	Reduced -150	-150 -1.0%
14	PROCTER AND GAMBLE CO COM PG	PG	18,477	$3.1m1.63%	1.63%	Added +751	+751 4.2%
15	AMAZON COM INC COM AMZN	AMZN	16,392	$3.1m1.62%	1.62%	Added +793	+793 5.1%
16	HOME DEPOT INC COM HD	HD	8,097	$3.0m1.54%	1.54%	Added +208	+208 2.6%
17	LOCKHEED MARTIN CORP COM LMT	LMT	6,511	$2.9m1.51%	1.51%	Added +364	+364 5.9%
18	MERCK & CO INC COM MRK	MRK	31,990	$2.9m1.49%	1.49%	Reduced -18	-18 -0.1%
19	FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF CIBR	CIBR	40,815	$2.6m1.33%	1.33%	Added +1.3k	+1,260 3.2%
20	JOHNSON & JOHNSON COM JNJ	JNJ	15,285	$2.5m1.32%	1.32%	Reduced -505	-505 -3.2%
21	VANGUARD INDEX FDS MID CAP ETF VO	VO	9,690	$2.5m1.30%	1.30%	Reduced -113	-113 -1.1%
22	ISHARES TR RUSSELL 2000 ETF IWM	IWM	12,306	$2.5m1.27%	1.27%	Reduced -265	-265 -2.1%
23	MORGAN STANLEY COM NEW MS	MS	18,075	$2.1m1.09%	1.09%	Reduced -25	-25 -0.1%
24	MCDONALDS CORP COM MCD	MCD	6,630	$2.1m1.07%	1.07%	Reduced -63	-63 -0.9%
25	NOVARTIS AG SPONSORED ADR NVS	NVS	18,429	$2.1m1.07%	1.07%	Reduced -460	-460 -2.4%
26	CORNING INC COM GLW	GLW	43,155	$2.0m1.02%	1.02%	Reduced -500	-500 -1.1%
27	EMERSON ELEC CO COM EMR	EMR	17,564	$1.9m1.00%	1.00%	Reduced -379	-379 -2.1%
28	PARKER-HANNIFIN CORP COM PH	PH	2,837	$1.7m0.89%	0.89%	Added +388	+388 15.8%
29	PALO ALTO NETWORKS INC COM PANW	PANW	10,040	$1.7m0.89%	0.89%	Added +64	+64 0.6%
30	BUNGE GLOBAL SA COM SHS BG	BG	21,567	$1.6m0.86%	0.86%	Reduced -1.4k	-1,400 -6.1%
31	SELECT SECTOR SPDR TR INDL XLI	XLI	12,479	$1.6m0.85%	0.85%	Added +587	+587 4.9%
32	TEXAS INSTRS INC COM TXN	TXN	9,029	$1.6m0.84%	0.84%	Reduced -78	-78 -0.9%
33	NIKE INC CL B NKE	NKE	24,898	$1.6m0.82%	0.82%	Reduced -465	-465 -1.8%
34	AFLAC INC COM AFL	AFL	14,135	$1.6m0.82%	0.82%	Reduced -500	-500 -3.4%
35	SELECT SECTOR SPDR TR SBI CONS DISCR XLY	XLY	7,925	$1.6m0.81%	0.81%	Unchanged
36	PEPSICO INC COM PEP	PEP	10,067	$1.5m0.78%	0.78%	Reduced -516	-516 -4.9%
37	FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT LMBS	LMBS	28,918	$1.4m0.74%	0.74%	Added +259	+259 0.9%
38	AMERICAN INTL GROUP INC COM NEW AIG	AIG	15,973	$1.4m0.72%	0.72%	Added +4	+4 0.0%
39	WALMART INC COM WMT	WMT	15,766	$1.4m0.72%	0.72%	Added +25	+25 0.2%
40	FEDEX CORP COM FDX	FDX	5,552	$1.4m0.70%	0.70%	Reduced -209	-209 -3.6%
41	RTX CORPORATION COM RTX	RTX	10,089	$1.3m0.69%	0.69%	Added +3	+3 0.0%
42	INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC RSPT	RSPT	38,954	$1.3m0.69%	0.69%	Reduced -107	-107 -0.3%
43	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	4,977	$1.3m0.68%	0.68%	Added +321	+321 6.9%
44	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	8,950	$1.3m0.68%	0.68%	Reduced -20	-20 -0.2%
45	KINDER MORGAN INC DEL COM KMI	KMI	45,532	$1.3m0.67%	0.67%	Added +2.1k	+2,082 4.8%
46	VANECK ETF TRUST GOLD MINERS ETF GDX	GDX	25,700	$1.2m0.61%	0.61%	Unchanged
47	KIMBERLY-CLARK CORP COM KMB	KMB	8,251	$1.2m0.61%	0.61%	Reduced -300	-300 -3.5%
48	NETFLIX INC COM NFLX	NFLX	1,235	$1.2m0.60%	0.60%	Added +1	+1 0.1%
49	CINTAS CORP COM CTAS	CTAS	5,600	$1.2m0.60%	0.60%	Unchanged
50	CHEVRON CORP NEW COM CVX	CVX	6,821	$1.1m0.59%	0.59%	Added +5	+5 0.1%
51	SELECT SECTOR SPDR TR SBI MATERIALS XLB	XLB	11,759	$1.0m0.52%	0.52%	Unchanged
52	VANGUARD INDEX FDS VALUE ETF VTV	VTV	5,823	$1.0m0.52%	0.52%	Added +72	+72 1.2%
53	CHUBB LIMITED COM CB	CB	3,294	$994.7k0.52%	0.52%	Added +1	+1 0.0%
54	IRON MTN INC DEL COM IRM	IRM	10,918	$939.4k0.49%	0.49%	Unchanged
55	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	9,664	$922.7k0.48%	0.48%	Added +30	+30 0.3%
56	MERCADOLIBRE INC COM MELI	MELI	472	$920.8k0.48%	0.48%	Added +3	+3 0.6%
57	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	2,602	$917.4k0.48%	0.48%	Added +170	+170 7.0%
58	STATE STR CORP COM STT	STT	10,210	$914.1k0.47%	0.47%	Unchanged
59	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	19,964	$911.4k0.47%	0.47%	Added +17	+17 0.1%
60	ABBOTT LABS COM ABT	ABT	6,550	$868.9k0.45%	0.45%	Reduced -350	-350 -5.1%
61	COSTCO WHSL CORP NEW COM COST	COST	913	$863.3k0.45%	0.45%	Added +2	+2 0.2%
62	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	10,775	$849.6k0.44%	0.44%	Unchanged
63	INVESCO EXCHANGE TRADED FD T BIOTECHNOLOGY PBE	PBE	13,200	$837.4k0.43%	0.43%	Reduced -150	-150 -1.1%
64	CHENIERE ENERGY INC COM NEW LNG	LNG	3,592	$831.2k0.43%	0.43%	Added +669	+669 22.9%
65	GRACO INC COM GGG	GGG	9,950	$830.9k0.43%	0.43%	Unchanged
66	ISHARES TR GLOBAL ENERG ETF IXC	IXC	19,658	$827.0k0.43%	0.43%	Reduced -370	-370 -1.9%
67	DEXCOM INC COM DXCM	DXCM	11,843	$808.8k0.42%	0.42%	Added +40	+40 0.3%
68	TESLA INC COM TSLA	TSLA	3,120	$808.6k0.42%	0.42%	Added +272	+272 9.6%
69	BROADCOM INC COM AVGO	AVGO	4,710	$788.6k0.41%	0.41%	Added +1.9k	+1,946 70.4%
70	EXXON MOBIL CORP COM XOM	XOM	6,516	$774.9k0.40%	0.40%	Added +449	+449 7.4%
71	DISNEY WALT CO COM DIS	DIS	7,811	$771.0k0.40%	0.40%	Reduced -662	-662 -7.8%
72	PENUMBRA INC COM PEN	PEN	2,865	$766.1k0.40%	0.40%	Unchanged
73	ADOBE INC COM ADBE	ADBE	1,939	$743.7k0.39%	0.39%	New
74	CHEMED CORP NEW COM CHE	CHE	1,200	$738.4k0.38%	0.38%	Unchanged
75	SALESFORCE INC COM CRM	CRM	2,748	$737.5k0.38%	0.38%	Reduced -50	-50 -1.8%
76	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	17,531	$714.6k0.37%	0.37%	Added +5	+5 0.0%
77	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,321	$703.5k0.36%	0.36%	Unchanged
78	3M CO COM MMM	MMM	4,774	$701.1k0.36%	0.36%	Unchanged
79	CSX CORP COM CSX	CSX	23,742	$698.7k0.36%	0.36%	Added +37	+37 0.2%
80	APOLLO GLOBAL MGMT INC COM APO	APO	5,100	$698.4k0.36%	0.36%	Unchanged
81	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,239	$693.1k0.36%	0.36%	Unchanged
82	AT&T INC COM T	T	24,039	$679.8k0.35%	0.35%	Reduced -1.5k	-1,492 -5.8%
83	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	3,920	$679.1k0.35%	0.35%	Added +950	+950 32.0%
84	DIAMONDBACK ENERGY INC COM FANG	FANG	4,218	$674.3k0.35%	0.35%	Added +167	+167 4.1%
85	TEXAS PACIFIC LAND CORPORATI COM TPL	TPL	505	$669.1k0.35%	0.35%	Unchanged
86	VERIZON COMMUNICATIONS INC COM VZ	VZ	14,512	$658.3k0.34%	0.34%	Unchanged
87	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	12,461	$633.4k0.33%	0.33%	Reduced -26	-26 -0.2%
88	CONOCOPHILLIPS COM COP	COP	6,000	$630.1k0.33%	0.33%	Reduced -42	-42 -0.7%
89	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,321	$619.4k0.32%	0.32%	Added +250	+250 23.3%
90	PFIZER INC COM PFE	PFE	23,990	$607.9k0.32%	0.32%	Reduced -1.8k	-1,822 -7.1%
91	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	3,262	$607.6k0.32%	0.32%	Added +1	+1 0.0%
92	ADVANCED MICRO DEVICES INC COM AMD	AMD	5,850	$601.1k0.31%	0.31%	Added +35	+35 0.6%
93	BOEING CO COM BA	BA	3,416	$582.6k0.30%	0.30%	Reduced -325	-325 -8.7%
94	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	9,441	$575.8k0.30%	0.30%	Unchanged
95	AIR PRODS & CHEMS INC COM APD	APD	1,877	$553.6k0.29%	0.29%	Unchanged
96	PENNANTPARK INVT CORP COM PNNT	PNNT	74,506	$523.8k0.27%	0.27%	Added +5	+5 0.0%
97	QUANTA SVCS INC COM PWR	PWR	1,885	$479.2k0.25%	0.25%	Added +590	+590 45.6%
98	MEDTRONIC PLC SHS MDT	MDT	5,244	$471.2k0.24%	0.24%	Added +17	+17 0.3%
99	SAFETY INS GROUP INC COM SAFT	SAFT	5,812	$458.5k0.24%	0.24%	Reduced -561	-561 -8.8%
100	SCHLUMBERGER LTD COM STK SLB	SLB	10,910	$456.0k0.24%	0.24%	Reduced -4.9k	-4,906 -31.0%

Sold out since Q4 2024

Security	Ticker	Shares held before	Value then
ISHARES TR XT	XT	10,027	$598.2k10.0k shares
UNDER ARMOUR INC UAA	UAA	10,100	$83.6k10.1k shares