Boston Family Office LLC Top Holdings and 13F Report (2024) About Boston Family Office LLCInvestment ActivityBoston Family Office LLC has $1.48 million in total holdings as of September 30, 2024.Boston Family Office LLC owns shares of 277 different stocks, but just 62 companies or ETFs make up 80% of its holdings.Approximately 2.69% of the portfolio was purchased this quarter.About 2.36% of the portfolio was sold this quarter.This quarter, Boston Family Office LLC has purchased 265 new stocks and bought additional shares in 70 stocks.Boston Family Office LLC sold shares of 110 stocks and completely divested from 9 stocks this quarter.Largest Holdings Apple $74,357Microsoft $57,997Amazon.com $46,370Visa $38,695Alphabet $35,001 Largest New Holdings this Quarter Zoetis $6,622 HoldingTE Connectivity PLC $5,300 HoldingiShares MSCI EAFE ETF $811 HoldingTE Connectivity LTD $744 HoldingFidelity Total Bond ETF $551 Holding Largest Purchases this Quarter NVIDIA 76,891 shares (about $9.34K)Zoetis 33,893 shares (about $6.62K)TE Connectivity PLC 35,104 shares (about $5.30K)Palo Alto Networks 5,547 shares (about $1.90K)iShares MSCI EAFE ETF 9,698 shares (about $811.00) Largest Sales this Quarter Zebra Technologies 18,591 shares (about $6.88K)CVS Health 72,847 shares (about $4.58K)Apple 6,275 shares (about $1.46K)iShares iBonds Dec 2024 Term Treasury ETF 32,901 shares (about $789.47)Intel 27,461 shares (about $644.53) 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$74,357$1,462 ▼-1.9%319,1285.0%Computer and TechnologyMSFTMicrosoft$57,997$278 ▼-0.5%134,7823.9%Computer and TechnologyAMZNAmazon.com$46,370$122 ▼-0.3%248,8613.1%Retail/WholesaleVVisa$38,695$272 ▲0.7%140,7342.6%Business ServicesGOOGAlphabet$35,001$118 ▼-0.3%209,3492.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$32,930$92 ▼-0.3%57,3932.2%FinanceUNPUnion Pacific$32,585$29 ▼-0.1%132,2032.2%TransportationIQVIQVIA$32,218$19 ▼-0.1%135,9582.2%MedicalANSSANSYS$30,516$195 ▼-0.6%95,7722.1%Computer and TechnologyAMTAmerican Tower$30,112$33 ▼-0.1%129,4822.0%FinanceBRK.BBerkshire Hathaway$28,163$213 ▼-0.7%61,1891.9%FinanceATRAptarGroup$27,965$78 ▲0.3%174,5711.9%Industrial ProductsSPGIS&P Global$27,067$63 ▲0.2%52,3921.8%Business ServicesAPDAir Products and Chemicals$26,003$90 ▼-0.3%87,3351.8%Basic MaterialsECLEcolab$25,614$136 ▼-0.5%100,3171.7%Basic MaterialsCRMSalesforce$25,084$178 ▲0.7%91,6441.7%Computer and TechnologyTMOThermo Fisher Scientific$25,050$166 ▲0.7%40,4971.7%MedicalMMCMarsh & McLennan Companies$24,231$74 ▼-0.3%108,6151.6%FinanceNEENextEra Energy$24,074$348 ▼-1.4%284,8001.6%UtilitiesSYKStryker$22,853$57 ▲0.2%63,2591.5%MedicalZBRAZebra Technologies$22,415$6,884 ▼-23.5%60,5301.5%Industrial ProductsROKRockwell Automation$22,240$57 ▼-0.3%82,8441.5%Computer and TechnologyROPRoper Technologies$21,405$338 ▼-1.6%38,4671.4%Computer and TechnologyADBEAdobe$21,397$265 ▲1.3%41,3241.4%Computer and TechnologyNOWServiceNow$20,236$150 ▲0.7%22,6261.4%Computer and TechnologyADPAutomatic Data Processing$19,668$63 ▼-0.3%71,0721.3%Business ServicesPANWPalo Alto Networks$17,880$1,896 ▲11.9%52,3111.2%Computer and TechnologyMKCMcCormick & Company, Incorporated$16,449$186 ▲1.1%199,8691.1%Consumer StaplesCVXChevron$16,268$464 ▼-2.8%110,4661.1%Oils/EnergyVOOVanguard S&P 500 ETF$15,707$494 ▲3.2%29,7661.1%ETFNVDANVIDIA$15,421$9,338 ▲153.5%126,9811.0%Computer and TechnologyABBVAbbVie$14,776$9 ▼-0.1%74,8211.0%MedicalTERTeradyne$14,688$114 ▼-0.8%109,6711.0%Computer and TechnologyJNJJohnson & Johnson$14,327$233 ▼-1.6%88,4071.0%MedicalIDXXIDEXX Laboratories$13,594$10 ▼-0.1%26,9080.9%MedicalNKENIKE$13,409$637 ▼-4.5%151,6880.9%Consumer DiscretionaryETNEaton$12,782$510 ▲4.2%38,5660.9%Industrial ProductsPGProcter & Gamble$11,394$85 ▼-0.7%65,7860.8%Consumer StaplesCOSTCostco Wholesale$11,391$66 ▼-0.6%12,8490.8%Retail/WholesaleXYLXylem$10,712$28 ▲0.3%79,3330.7%Business ServicesDHRDanaher$10,406$49 ▼-0.5%37,4290.7%Multi-Sector ConglomeratesPEPPepsiCo$10,145$128 ▲1.3%59,6590.7%Consumer StaplesJPMJPMorgan Chase & Co.$10,040$246 ▲2.5%47,6140.7%FinanceVTIPVanguard Short-Term Inflation-Protected Securities ETF$10,005$245 ▲2.5%202,8930.7%ManufacturingABTAbbott Laboratories$9,918$17 ▲0.2%86,9900.7%MedicalVIGVanguard Dividend Appreciation ETF$9,911$13 ▼-0.1%50,0390.7%ETFSHWSherwin-Williams$9,668$164 ▼-1.7%25,3320.7%Basic MaterialsVXFVanguard Extended Market ETF$9,629$196 ▲2.1%52,9110.7%ETFEOGEOG Resources$9,317$47 ▼-0.5%75,7880.6%Oils/EnergyGOOGLAlphabet$9,150$69 ▲0.8%55,1710.6%Computer and TechnologyHDHome Depot$8,816$298 ▼-3.3%21,7560.6%Retail/WholesaleNSRGYNestlé$8,376$128 ▼-1.5%83,2020.6%Consumer StaplesDISWalt Disney$8,256$195 ▼-2.3%85,8300.6%Consumer DiscretionaryMCDMcDonald's$8,241$187 ▼-2.2%27,0640.6%Retail/WholesaleMDYSPDR S&P MidCap 400 ETF Trust$8,078$134 ▼-1.6%14,1800.5%ETFLECOLincoln Electric$7,4620.0%38,8580.5%Industrial ProductsPHParker-Hannifin$7,2290.0%11,4420.5%Industrial ProductsIJRiShares Core S&P Small-Cap ETF$7,191$69 ▼-0.9%61,4790.5%ETFVCSHVanguard Short-Term Corporate Bond ETF$7,163$140 ▼-1.9%90,1970.5%ETFZTSZoetis$6,622$6,622 ▲New Holding33,8930.4%MedicalVTIVanguard Total Stock Market ETF$6,576$34 ▼-0.5%23,2240.4%ETFLOWLowe's Companies$6,212$67 ▲1.1%22,9350.4%Retail/WholesaleBSVVanguard Short-Term Bond ETF$6,015$35 ▼-0.6%76,4430.4%ETFMRKMerck & Co., Inc.$5,910$180 ▼-3.0%52,0390.4%MedicalTJXTJX Companies$5,375$106 ▲2.0%45,7290.4%Retail/WholesaleNVONovo Nordisk A/S$5,301$152 ▲3.0%44,5240.4%MedicalVRPInvesco Variable Rate Preferred ETF$5,301$158 ▼-2.9%216,7370.4%ETFTE Connectivity PLC$5,300$5,300 ▲New Holding35,1040.4%ORD SHSADIAnalog Devices$5,262$29 ▼-0.6%22,8610.4%Computer and TechnologyGISGeneral Mills$4,9700.0%67,3010.3%Consumer StaplesHUBBHubbell$4,8840.0%11,4030.3%Industrial ProductsLLYEli Lilly and Company$4,680$253 ▼-5.1%5,2820.3%MedicalIVViShares Core S&P 500 ETF$4,634$3 ▼-0.1%8,0340.3%ETFJPSTJPMorgan Ultra-Short Income ETF$4,623$346 ▼-7.0%91,1170.3%ETFQQQInvesco QQQ$4,559$3 ▼-0.1%9,3410.3%FinanceVGSHVanguard Short-Term Treasury Index ETF$4,543$170 ▲3.9%76,9750.3%ETFTTTrane Technologies$4,409$140 ▲3.3%11,3420.3%ConstructionMOATVanEck Morningstar Wide Moat ETF$3,992$109 ▲2.8%41,1780.3%ETFBIVVanguard Intermediate-Term Bond ETF$3,900$103 ▼-2.6%49,7640.3%ETFIBTGiShares iBonds Dec 2026 Term Treasury ETF$3,786$428 ▲12.7%164,1260.3%ManufacturingRPMRPM International$3,758$5 ▲0.1%31,0600.3%ConstructionXOMExxon Mobil$3,667$68 ▼-1.8%31,2800.2%Oils/EnergyVZVerizon Communications$3,660$153 ▼-4.0%81,4890.2%Computer and TechnologyWMWaste Management$3,658$3 ▼-0.1%17,6220.2%Business ServicesCLXClorox$3,621$143 ▼-3.8%22,2280.2%Consumer StaplesIBTFiShares iBonds Dec 2025 Term Treasury ETF$3,573$153 ▼-4.1%152,5490.2%ManufacturingIJHiShares Core S&P Mid-Cap ETF$3,368$19 ▲0.6%54,0460.2%ETFKOCoca-Cola$3,361$33 ▼-1.0%46,7710.2%Consumer StaplesWELLWelltower$3,357$53 ▲1.6%26,2170.2%FinanceITWIllinois Tool Works$3,141$38 ▼-1.2%11,9850.2%Industrial ProductsCMCSAComcast$3,136$301 ▼-8.8%75,0730.2%Consumer DiscretionaryAXPAmerican Express$3,1000.0%11,4300.2%FinanceUNHUnitedHealth Group$3,035$104 ▲3.6%5,1910.2%MedicalQCOMQUALCOMM$2,972$114 ▼-3.7%17,4750.2%Computer and TechnologyASMLASML$2,833$200 ▲7.6%3,4000.2%Computer and TechnologyVVVanguard Large-Cap ETF$2,815$5 ▲0.2%10,6930.2%ETFCHRWC.H. Robinson Worldwide$2,7110.0%24,5630.2%TransportationAMGNAmgen$2,695$17 ▼-0.6%8,3640.2%MedicalNSCNorfolk Southern$2,6040.0%10,4800.2%TransportationVEAVanguard FTSE Developed Markets ETF$2,592$210 ▼-7.5%49,0910.2%ETFShowing 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. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
