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| Happy Holidays!! thanks for using AUM13F!! |
| Abbot Financial Management Inc
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| CRD # | 111040 |
| SEC # | 801-19944 |
| CIK # | 0001714341 |
| AUM | $273.9 M (2025-07-28) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 978-688-9010 |
| Address | 63 Park Street Andover, MA 01810 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001714341 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 17.0 | ||
| Nvidia Corp | 11.9 | ||
| Apple Inc | 11.7 | ||
| J P Morgan Chase & Co | 8.9 | ||
| Alphabet Inc | 6.5 | ||
| Bank of America Corp /DE/ | 4.7 | ||
| Cisco Systems Inc | 4.4 | ||
| Blackstone Group LP | 4.4 | ||
| Amazon Com Inc | 3.7 | ||
| Lockheed Martin Corp | 3.1 | ||
| Home Depot Inc | 3.0 | ||
| Procter & Gamble Co | 2.9 | ||
| AbbVie Inc | 2.7 | ||
| Merck & Co Inc | 2.7 | ||
| Morgan Stanley | 2.5 | ||
| Emerson Electric Co | 2.3 | ||
| Johnson & Johnson | 2.3 | ||
| Corning Inc /NY | 2.3 | ||
| Novartis AG | 2.2 | ||
| Palo Alto Networks Inc | 2.1 | ||
| Parker Hannifin Corp | 2.0 | ||
| McDonalds Corp | 1.9 | ||
| Texas Instruments Inc | 1.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 125 | 43.7 |
| (b) Individuals (high net worth individuals) | 74 | 221.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 8.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 493 | 273.9 |
| By Discretionary | ||
| Discretionary | 493 | 273.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 493 | 273.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 273.9 | |
| Total | 493 | 273.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001714341] |
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