Boston Family Office LLC Top Holdings and 13F Report (2025) About Boston Family Office LLCInvestment ActivityBoston Family Office LLC has $1.46 million in total holdings as of December 31, 2024.Boston Family Office LLC owns shares of 275 different stocks, but just 62 companies or ETFs make up 80% of its holdings.Approximately 2.78% of the portfolio was purchased this quarter.About 2.13% of the portfolio was sold this quarter.This quarter, Boston Family Office LLC has purchased 277 new stocks and bought additional shares in 60 stocks.Boston Family Office LLC sold shares of 116 stocks and completely divested from 13 stocks this quarter.Largest Holdings Apple $79,430Microsoft $57,032Amazon.com $54,025Visa $43,889Alphabet $39,698 Largest New Holdings this Quarter Vanguard Ultra-Short Bond ETF $1,687 HoldingVanguard Core Bond ETF $1,680 HoldingVanguard Growth ETF $425 HoldingAirbnb $281 HoldingiShares 3-7 Year Treasury Bond ETF $279 Holding Largest Purchases this Quarter Palo Alto Networks 50,235 shares (about $9.14K)Vanguard S&P 500 ETF 14,141 shares (about $7.62K)TE Connectivity PLC 29,901 shares (about $4.27K)ASML 3,572 shares (about $2.48K)iShares iBonds Dec 2027 Term Treasury ETF 79,423 shares (about $1.76K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 6,051 shares (about $3.55K)Rockwell Automation 5,218 shares (about $1.49K)Vanguard Total Bond Market ETF 18,628 shares (about $1.34K)Nestlé 14,141 shares (about $1.16K)Zoetis 6,365 shares (about $1.04K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBoston Family Office LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$79,430$486 ▼-0.6%317,1865.5%Computer and TechnologyMSFTMicrosoft$57,032$222 ▲0.4%135,3083.9%Computer and TechnologyAMZNAmazon.com$54,025$572 ▼-1.0%246,2523.7%Retail/WholesaleVVisa$43,889$588 ▼-1.3%138,8723.0%Business ServicesGOOGAlphabet$39,698$171 ▼-0.4%208,4532.7%Computer and TechnologyANSSANSYS$32,044$263 ▼-0.8%94,9922.2%Computer and TechnologyCRMSalesforce$30,528$112 ▼-0.4%91,3102.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$30,090$3,546 ▼-10.5%51,3422.1%FinanceUNPUnion Pacific$29,677$470 ▼-1.6%130,1412.0%TransportationBRK.BBerkshire Hathaway$27,701$35 ▼-0.1%61,1121.9%FinanceATRAptarGroup$27,092$333 ▼-1.2%172,4521.9%Industrial ProductsIQVIQVIA$26,517$200 ▼-0.7%134,9391.8%MedicalSPGIS&P Global$26,288$195 ▲0.7%52,7831.8%Business ServicesAPDAir Products and Chemicals$25,048$282 ▼-1.1%86,3611.7%Basic MaterialsVOOVanguard S&P 500 ETF$23,658$7,619 ▲47.5%43,9071.6%ETFNOWServiceNow$23,609$377 ▼-1.6%22,2701.6%Computer and TechnologyAMTAmerican Tower$23,398$350 ▼-1.5%127,5741.6%FinanceECLEcolab$23,152$354 ▼-1.5%98,8071.6%Basic MaterialsZBRAZebra Technologies$22,768$610 ▼-2.6%58,9501.6%Industrial ProductsMMCMarsh & McLennan Companies$22,763$308 ▼-1.3%107,1641.6%FinanceSYKStryker$22,467$309 ▼-1.4%62,4011.5%MedicalROKRockwell Automation$22,185$1,491 ▼-6.3%77,6261.5%Computer and TechnologyTMOThermo Fisher Scientific$20,900$168 ▼-0.8%40,1741.4%MedicalADPAutomatic Data Processing$20,657$148 ▼-0.7%70,5681.4%Business ServicesNEENextEra Energy$20,210$207 ▼-1.0%281,9101.4%UtilitiesROPRoper Technologies$19,660$337 ▼-1.7%37,8191.3%Computer and TechnologyPANWPalo Alto Networks$18,659$9,141 ▲96.0%102,5461.3%Computer and TechnologyADBEAdobe$18,521$145 ▲0.8%41,6501.3%Computer and TechnologyNVDANVIDIA$16,807$245 ▼-1.4%125,1551.2%Computer and TechnologyCVXChevron$16,260$260 ▲1.6%112,2591.1%Oils/EnergyMKCMcCormick & Company, Incorporated$15,169$69 ▼-0.5%198,9581.0%Consumer StaplesTERTeradyne$13,593$217 ▼-1.6%107,9470.9%Computer and TechnologyABBVAbbVie$13,062$234 ▼-1.8%73,5060.9%MedicalETNEaton$12,800$1 ▲0.0%38,5690.9%Industrial ProductsJNJJohnson & Johnson$12,576$209 ▼-1.6%86,9610.9%MedicalCOSTCostco Wholesale$11,441$332 ▼-2.8%12,4870.8%Retail/WholesaleJPMJPMorgan Chase & Co.$11,366$47 ▼-0.4%47,4160.8%FinanceIDXXIDEXX Laboratories$11,320$196 ▲1.8%27,3810.8%MedicalVXFVanguard Extended Market ETF$11,013$961 ▲9.6%57,9690.8%ETFNKENIKE$10,957$522 ▼-4.5%144,7940.8%Consumer DiscretionaryPGProcter & Gamble$10,788$241 ▼-2.2%64,3480.7%Consumer StaplesGOOGLAlphabet$10,440$4 ▼0.0%55,1480.7%Computer and TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$10,416$592 ▲6.0%215,1190.7%ManufacturingVIGVanguard Dividend Appreciation ETF$10,413$614 ▲6.3%53,1760.7%ETFABTAbbott Laboratories$9,847$8 ▲0.1%87,0590.7%MedicalEOGEOG Resources$9,227$63 ▼-0.7%75,2760.6%Oils/EnergyPEPPepsiCo$9,132$60 ▲0.7%60,0560.6%Consumer StaplesDISWalt Disney$9,129$428 ▼-4.5%81,9840.6%Consumer DiscretionaryXYLXylem$9,117$87 ▼-1.0%78,5790.6%Business ServicesSHWSherwin-Williams$8,497$114 ▼-1.3%24,9970.6%Basic MaterialsDHRDanaher$8,485$107 ▼-1.2%36,9630.6%MedicalHDHome Depot$8,280$183 ▼-2.2%21,2860.6%Retail/WholesaleMDYSPDR S&P MidCap 400 ETF Trust$7,793$284 ▼-3.5%13,6820.5%ETFMCDMcDonald's$7,708$137 ▼-1.7%26,5910.5%Retail/WholesalePHParker-Hannifin$7,230$48 ▼-0.7%11,3670.5%Industrial ProductsLECOLincoln Electric$7,189$96 ▼-1.3%38,3480.5%Industrial ProductsIJRiShares Core S&P Small-Cap ETF$6,878$206 ▼-2.9%59,6940.5%ETFVCSHVanguard Short-Term Corporate Bond ETF$6,759$277 ▼-3.9%86,6460.5%ETFVTIVanguard Total Stock Market ETF$6,652$78 ▼-1.2%22,9540.5%ETFBSVVanguard Short-Term Bond ETF$5,756$150 ▼-2.5%74,4960.4%ETFNSRGYNestlé$5,646$1,156 ▼-17.0%69,0610.4%Consumer StaplesLOWLowe's Companies$5,593$67 ▼-1.2%22,6620.4%Retail/WholesaleVRPInvesco Variable Rate Preferred ETF$5,527$284 ▲5.4%228,4900.4%ETFTJXTJX Companies$5,504$21 ▼-0.4%45,5580.4%Retail/WholesaleMRKMerck & Co., Inc.$5,046$131 ▼-2.5%50,7200.3%MedicalTE Connectivity PLC$4,979$4,275 ▲607.1%34,8260.3%ORD SHSASMLASML$4,832$2,476 ▲105.1%6,9720.3%Computer and TechnologyHUBBHubbell$4,7770.0%11,4030.3%Industrial ProductsADIAnalog Devices$4,738$119 ▼-2.4%22,3030.3%Computer and TechnologyQQQInvesco QQQ$4,599$177 ▼-3.7%8,9950.3%FinanceIVViShares Core S&P 500 ETF$4,508$221 ▼-4.7%7,6580.3%ETFZTSZoetis$4,485$1,037 ▼-18.8%27,5280.3%MedicalMOATVanEck Morningstar Wide Moat ETF$4,458$639 ▲16.7%48,0740.3%ETFIBTGiShares iBonds Dec 2026 Term Treasury ETF$4,359$615 ▲16.4%191,0980.3%ManufacturingGISGeneral Mills$4,276$16 ▼-0.4%67,0510.3%Consumer StaplesJPSTJPMorgan Ultra-Short Income ETF$4,232$358 ▼-7.8%84,0180.3%ETFTTTrane Technologies$4,1890.0%11,3420.3%ConstructionLLYEli Lilly and Company$4,0780.0%5,2820.3%MedicalIBTHiShares iBonds Dec 2027 Term Treasury ETF$4,001$1,763 ▲78.8%180,2670.3%ManufacturingNVONovo Nordisk A/S$3,854$24 ▲0.6%44,8040.3%MedicalRPMRPM International$3,782$40 ▼-1.0%30,7350.3%ConstructionIBTFiShares iBonds Dec 2025 Term Treasury ETF$3,765$208 ▲5.8%161,4520.3%ManufacturingVGSHVanguard Short-Term Treasury Index ETF$3,758$721 ▼-16.1%64,5890.3%ETFCLXClorox$3,613$3 ▲0.1%22,2480.2%Consumer StaplesWMWaste Management$3,553$3 ▼-0.1%17,6070.2%Business ServicesBIVVanguard Intermediate-Term Bond ETF$3,428$291 ▼-7.8%45,8680.2%ETFAXPAmerican Express$3,383$9 ▼-0.3%11,4000.2%FinanceIJHiShares Core S&P Mid-Cap ETF$3,378$10 ▲0.3%54,2060.2%ETFWELLWelltower$3,357$53 ▲1.6%26,6350.2%FinanceXOMExxon Mobil$3,338$26 ▼-0.8%31,0340.2%Oils/EnergyITWIllinois Tool Works$2,997$42 ▼-1.4%11,8200.2%Industrial ProductsKOCoca-Cola$2,899$13 ▼-0.4%46,5670.2%Consumer StaplesVVVanguard Large-Cap ETF$2,889$5 ▲0.2%10,7110.2%ETFCMCSAComcast$2,772$45 ▼-1.6%73,8740.2%Consumer DiscretionaryVZVerizon Communications$2,762$497 ▼-15.3%69,0570.2%Computer and TechnologyIVWiShares S&P 500 Growth ETF$2,738$91 ▲3.5%26,9640.2%ETFQCOMQUALCOMM$2,6850.0%17,4750.2%Computer and TechnologyPalantir Technologies Inc$2,647$151 ▼-5.4%35,0000.2%CL AUNHUnitedHealth Group$2,609$17 ▼-0.6%5,1580.2%MedicalCHRWC.H. Robinson Worldwide$2,5380.0%24,5630.2%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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