0001714341-24-000003.txt : 20240513 0001714341-24-000003.hdr.sgml : 20240513 20240513105556 ACCESSION NUMBER: 0001714341-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240513 DATE AS OF CHANGE: 20240513 EFFECTIVENESS DATE: 20240513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Abbot Financial Management, Inc. CENTRAL INDEX KEY: 0001714341 ORGANIZATION NAME: IRS NUMBER: 042795076 STATE OF INCORPORATION: MA FISCAL YEAR END: 0630 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18115 FILM NUMBER: 24937515 BUSINESS ADDRESS: STREET 1: 63 PARK ST. STREET 2: SUITE #202 CITY: ANDOVER STATE: MA ZIP: 01810 BUSINESS PHONE: 9786889010 MAIL ADDRESS: STREET 1: 63 PARK ST. STREET 2: SUITE #202 CITY: ANDOVER STATE: MA ZIP: 01810 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001714341 XXXXXXXX 03-31-2024 03-31-2024 Abbot Financial Management, Inc.
63 PARK ST. SUITE #202 ANDOVER MA 01810
13F HOLDINGS REPORT 028-18115 N
Andrew Novelline President 9786889010 Andrew Novelline ANDOVER MA 05-13-2024 0 125 181247783 false
INFORMATION TABLE 2 AFM13F03312024.xml NOVARTIS AGSPONSORED ADR66987V109183579018979SHSOLE1897900ISHARES TRRUS 1000 GRW ETF4642876143539031050SHSOLE105000AMAZON COM INCCOM023135106229275612711SHSOLE1271100AMERICAN INTL GROUP INCCOM NEW026874784106464413620SHSOLE1362000APPLE INCCOM037833100984430757408SHSOLE5740800BANK AMERICA CORPCOM0605051043823841100840SHSOLE10084000CHEVRON CORP NEWCOM16676410010948736941SHSOLE694100HANCOCK JOHN TAX-ADVANTAGEDCOM41013V10032635616600SHSOLE1660000MERCK & CO INCCOM58933Y105411131131158SHSOLE3115800MICROSOFT CORPCOM5949181041474261835041SHSOLE3504100PROCTER AND GAMBLE COCOM742718109289179817823SHSOLE1782300WALMART INCCOM93114210395616115891SHSOLE1589100VANGUARD SPECIALIZED FUNDSDIV APP ETF921908844396577821717SHSOLE2171700VANGUARD INDEX FDSGROWTH ETF922908736574796816700SHSOLE1670000VANGUARD WORLD FDHEALTH CAR ETF92204A50412118764480SHSOLE448000INVESCO EXCHANGE TRADED FD TS&P500 EQL TEC46137V282124770035456SHSOLE3545600ISHARES TREXPONENTIAL TECH46434V38177414812985SHSOLE1298500ISHARES TRGLOBAL ENERG ETF46428734160129614000SHSOLE1400000SELECT SECTOR SPDR TRINDL81369Y704138212110973SHSOLE1097300SPDR SER TRPORTFOLIO S&P60078468R85373930717177SHSOLE1717700DEXCOM INCCOM2521311079700686994SHSOLE699400FIRST TR EXCHANGE TRADED FDNASDAQ CYB ETF33734X846201945635812SHSOLE3581200FIRST TR EXCHANGE-TRADED FDFST LOW OPPT EFT33739Q20096569020014SHSOLE2001400FIDELITY MERRIMACK STR TRTOTAL BD ETF316188309112918924921SHSOLE2492100NVIDIA CORPORATIONCOM67066G10479342518781SHSOLE878100NETFLIX INCCOM64110L1066085451002SHSOLE100200SELECT SECTOR SPDR TRFINANCIAL81369Y605266959563381SHSOLE6338100SHOPIFY INCCL A82509L1076121127932SHSOLE793200MERCADOLIBRE INCCOM58733R102704573466SHSOLE46600ASPEN AEROGELS INCCOM04523Y10561276234816SHSOLE3481600DIAMONDBACK ENERGY INCCOM25278X1096190433124SHSOLE312400CROWDSTRIKE HLDGS INCCL A22788C1055591091744SHSOLE174400PENUMBRA INCCOM70975L1074994772238SHSOLE223800VANGUARD INDEX FDSTOTAL STK MKT922908769206335794SHSOLE79400CHENIERE ENERGY INCCOM NEW16411R2084498422789SHSOLE278900TESLA INCCOM88160R1014451002532SHSOLE253200ISHARES TRRUSSELL 2000 ETF464287655265398612620SHSOLE1262000VANGUARD INDEX FDSMID CAP ETF92290862924831099938SHSOLE9938003M COCOM SHS88579Y1195199554902SHSOLE490200ABBVIE INCCOM00287Y109295111316206SHSOLE1620600AFLAC INCCOM001055102126514714735SHSOLE1473500BUNGE GLOBAL SACOM SHSH11356104222350521689SHSOLE2168900CELANESE CORP DELCOM15087010312366707196SHSOLE719600CISCO SYS INCCOM17275R102335794567280SHSOLE6728000SELECT SECTOR SPDR TRSBI CONS DISCR81369Y40714297457775SHSOLE777500INVESCO EXCHANGE TRADED FD TBIOTECHNOLOGY46137V78793837614500SHSOLE1450000IRON MTN INC DELCOM46284V10190236311250SHSOLE1125000JOHNSON & JOHNSONCOM478160104268861316996SHSOLE1699600JPMORGAN CHASE & COCOM46625H100627345631320SHSOLE3132000KIMBERLY-CLARK CORPCOM49436810311707479051SHSOLE905100LOCKHEED MARTIN CORPCOM53983010928776446326SHSOLE632600SELECT SECTOR SPDR TRSBI MATERIALS81369Y100112480512109SHSOLE1210900MORGAN STANLEYCOM NEW617446448170900418150SHSOLE1815000NIKE INCCL B654106103243522925912SHSOLE2591200PEPSICO INCCOM713448108185389810593SHSOLE1059300PFIZER INCCOM717081103104307837588SHSOLE3758800SELECT SECTOR SPDR TRTECHNOLOGY81369Y803424725020393SHSOLE2039300VERIZON COMMUNICATIONS INCCOM92343V10461100114562SHSOLE1456200CORNING INCCOM219350105182614955405SHSOLE5540500TEXAS INSTRS INCCOM88250810416019839196SHSOLE919600DISNEY WALT COCOM254687106123033010055SHSOLE1005500ALPHABET INCCAP STK CL A02079K305545521436144SHSOLE3614400AT&T INCCOM00206R10248758327704SHSOLE2770400BLACKSTONE INCCOM09260D107344385126215SHSOLE2621500BOEING COCOM0970231059443004893SHSOLE489300BRISTOL-MYERS SQUIBB COCOM1101221085233209650SHSOLE965000CATERPILLAR INCCOM149123101348109950SHSOLE95000CINTAS CORPCOM1729081059618421400SHSOLE140000CVS HEALTH CORPCOM1266501007937729952SHSOLE995200EMERSON ELEC COCOM291011104220136919409SHSOLE1940900SELECT SECTOR SPDR TRENERGY81369Y5062014712134SHSOLE213400EXXON MOBIL CORPCOM30231G1027488186442SHSOLE644200MCDONALDS CORPCOM58013510119505866918SHSOLE691800MEDTRONIC PLCSHSG5960L1034729635427SHSOLE542700SPDR SER TRPRTFLO S&P500 GW78464A4093108884250SHSOLE425000STATE STR CORPCOM85747710384356110910SHSOLE1091000HOME DEPOT INCCOM43707610230171297865SHSOLE786500INTEL CORPCOM458140100167208637856SHSOLE3785600VANGUARD WORLD FDCOMM SRVC ETF92204A8842722822075SHSOLE207500PENNANTPARK INVT CORPCOM70806210452624376489SHSOLE7648900SCHLUMBERGER LTDCOM STK80685710880061014607SHSOLE1460700VANGUARD INTL EQUITY INDEX FFTSE EUROPE ETF9220428742700334010SHSOLE401000RTX CORPORATIONCOM75513E10197644110012SHSOLE1001200CHUBB LIMITEDCOMH1467J1048399183241SHSOLE324100COSTCO WHSL CORP NEWCOM22160K105564491771SHSOLE77100QUANTA SVCS INCCOM74762E102211737815SHSOLE81500LYONDELLBASELL INDUSTRIES NSHS - A -N537451006875266722SHSOLE672200VANGUARD INDEX FDSVALUE ETF9229087449390515766SHSOLE576600INVESCO QQQ TRUNIT SER 146090E1034755351071SHSOLE107100AUTODESK INCCOM0527691062786491070SHSOLE107000SALESFORCE INCCOM79466L3027131942368SHSOLE236800ISHARES TREXPANDED TECH4642875152217022600SHSOLE260000VANGUARD INDEX FDSSM CP VAL ETF9229086114864162535SHSOLE253500ABBOTT LABSCOM0028241008354017350SHSOLE735000APOLLO GLOBAL MGMT INCCOM03769M1065734955100SHSOLE510000ARRAY TECHNOLOGIES INCCOM SHS04271T10014910010000SHSOLE1000000CSX CORPCOM12640810389357224105SHSOLE2410500FEDEX CORPCOM31428X10617047145884SHSOLE588400SELECT SECTOR SPDR TRSBI HEALTHCARE81369Y20913436049095SHSOLE909500ISHARES TRISHARES BIOTECH4642875565374913917SHSOLE391700PALO ALTO NETWORKS INCCOM69743510514172404988SHSOLE498800CONOCOPHILLIPSCOM20825C1048420846616SHSOLE661600STARBUCKS CORPCOM8552441093343963659SHSOLE365900STRYKER CORPORATIONCOM863667101216869606SHSOLE60600BERKSHIRE HATHAWAY INC DELCL B NEW0846707025449941296SHSOLE129600KINDER MORGAN INC DELCOM49456B10165770435862SHSOLE3586200PARKER-HANNIFIN CORPCOM70109410412984922336SHSOLE233600SAFETY INS GROUP INCCOM78648T1005722896963SHSOLE696300VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT92194385868537213661SHSOLE1366100INVESCO EXCHANGE TRADED FD TFINL PFD ETF46137V62121049913812SHSOLE1381200ALPHABET INCCAP STK CL C02079K1072125851396SHSOLE139600DIAGEO PLCSPON ADR NEW25243Q2052863251925SHSOLE192500ADVANCED MICRO DEVICES INCCOM0079031076237733456SHSOLE345600AIR PRODS & CHEMS INCCOM0091581064547411877SHSOLE187700WASTE MGMT INC DELCOM94106L109200361940SHSOLE94000SPDR S&P 500 ETF TRTR UNIT78462F1036140841174SHSOLE117400UNDER ARMOUR INCCL A9043111077912810722SHSOLE1072200INTERNATIONAL BUSINESS MACHSCOM4592001012902591520SHSOLE152000SELECT SECTOR SPDR TRCOMMUNICATION81369Y8522408972950SHSOLE295000GRACO INCCOM3841091049299279950SHSOLE995000TEXAS PACIFIC LAND CORPORATICOM88262P102312395540SHSOLE54000SENSEONICS HLDGS INCCOM81727U105610811500SHSOLE1150000UNDER ARMOUR INCCL C9043112067257810165SHSOLE1016500CHEMED CORP NEWCOM16359R1037703161200SHSOLE120000DESKTOP METAL INCCOM CL A25058X1052750031250SHSOLE3125000