Boston Family Office LLC Portfolio Holdings
Boston Family Office LLC
- $1.39 Billion
- Q1 2024
Boston Family Office LLC has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.39 Billion distributed in 264 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $56.7M, Apple Inc. with a value of $56.5M, Amazon Com Inc with a value of $45.5M, Visa Inc. with a value of $39.2M, and Spdr S&P 500 ETF Trust with a value of $38.5M.
Examining the 13F form we can see an increase of $59.8M in the current position value, from $1.33B to 1.39B.
Boston Family Office LLC is based out at Boston, MA
Below you can find more details about Boston Family Office LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.39 Billion
Technology: $303 Million
Healthcare: $219 Million
ETFs: $191 Million
Industrials: $173 Million
Financial Services: $130 Million
Consumer Cyclical: $90.2 Million
Consumer Defensive: $80.6 Million
Communication Services: $60.3 Million
Other: $142 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 264
- Current Value $1.39 Billion
- Prior Value $1.33 Billion
- Filing
- Period Q1 2024
- Filing Date May 13, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 10 stocks
- Additional Purchases 49 stocks
- Sold out of 0 stocks
- Reduced holdings in 133 stocks