Boston Family Office LLC Purchases in Q1 2025

Boston Family Office LLC

  • $1.41 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11.1K
+ 25.25%
$507.05 - $563.67 $5.62M - $6.25M
55K $28.3M
NFLX
Netflix Inc

Communication Services
3.79K
+ 650.09%
$828.4 - $1058.6 $3.14M - $4.01M
4.37K $4.08M
SYK
Stryker Corp

Healthcare
2.11K
+ 3.38%
$355.18 - $399.9 $749K - $843K
64.5K $24M
IBTM
Ishares Tr Ibonds Dec 2032 Ter
64.2K
New
$21.92 - $22.89 $1.41M - $1.47M
64.2K $1.47M
ADP
Automatic Data Processing Inc

Industrials
1.56K
+ 2.21%
$286.85 - $318.64 $447K - $497K
72.1K $22M
XYL
Xylem Inc.

Industrials
8.31K
+ 10.57%
$114.02 - $132.04 $947K - $1.1M
86.9K $10.4M
META
Meta Platforms, Inc.

Communication Services
1.87K
+ 91.05%
$576.36 - $736.67 $1.08M - $1.38M
3.93K $2.26M
FSLR
First Solar, Inc.

Technology
8.13K
New
$126.34 - $197.73 $1.03M - $1.61M
8.13K $1.03M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
43.3K
+ 48.55%
$21.77 - $22.25 $943K - $963K
132K $2.95M
ZTS
Zoetis Inc.

Healthcare
5.74K
+ 20.83%
$156.48 - $175.67 $897K - $1.01M
33.3K $5.48M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
12.7K
+ 26.52%
N/A
60.8K $5.35M
IDXX
Idexx Laboratories Inc

Healthcare
1.28K
+ 4.66%
$406.29 - $469.04 $519K - $599K
28.7K $12M
XOM
Exxon Mobil Corp

Energy
2.65K
+ 8.55%
$105.44 - $118.93 $280K - $316K
33.7K $4.01M
Vanguard Core Bond ETF
7.99K
+ 36.05%
N/A
30.1K $2.33M
RTX
Raytheon Technologies Corp

Industrials
3.72K
+ 40.5%
$114.1 - $135.66 $425K - $505K
12.9K $1.71M
INOD
Innodata Inc

Technology
16.4K
New
$33.19 - $64.17 $544K - $1.05M
16.4K $589K
TJX
Tjx Companies Inc

Consumer Cyclical
4.27K
+ 9.38%
$112.81 - $126.16 $482K - $539K
49.8K $6.07M
PM
Philip Morris International Inc.

Consumer Defensive
1K
+ 10.02%
$117.15 - $158.79 $117K - $159K
11K $1.74M
WM
Waste Management Inc

Industrials
55
+ 0.31%
$200.54 - $233.78 $11K - $12.9K
17.7K $4.09M
PEP
Pepsico Inc

Consumer Defensive
3.87K
+ 6.45%
$142.64 - $156.42 $552K - $606K
63.9K $9.59M
AWK
American Water Works Company, Inc.

Utilities
1.94K
+ 27.5%
$121.01 - $149.31 $235K - $290K
9.01K $1.33M
UNH
Unitedhealth Group Inc

Healthcare
647
+ 12.54%
$461.52 - $548.18 $299K - $355K
5.81K $3.04M
CARR
Carrier Global Corp

Industrials
6.8K
New
$62.07 - $70.55 $422K - $480K
6.8K $431K
BSX
Boston Scientific Corp

Healthcare
2.81K
+ 32.26%
$89.38 - $106.18 $251K - $298K
11.5K $1.16M
AZO
Autozone Inc

Consumer Cyclical
84
+ 100.0%
$3193.96 - $3828.11 $268K - $322K
168 $641K
VGSH
Vanguard

ETFs
5.69K
+ 8.82%
$58.07 - $58.69 $331K - $334K
70.3K $4.13M
OTIS
Otis Worldwide Corp

Industrials
3.46K
New
$90.77 - $104.01 $314K - $360K
3.46K $357K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
13.9K
+ 7.74%
$22.11 - $22.43 $308K - $313K
194K $4.35M
SHV
Ishares Tr

ETFs
3.15K
+ 36.28%
$110.11 - $110.51 $347K - $348K
11.8K $1.31M
ACN
Accenture PLC

Technology
1.46K
+ 46.75%
$300.91 - $398.25 $439K - $581K
4.58K $1.43M
WCN
Waste Connections, Inc.

Industrials
1.61K
New
$169.89 - $195.19 $273K - $313K
1.61K $313K
VO
Vanguard Mid Cap ETF

ETFs
1.33K
+ 20.04%
$251.87 - $277.95 $335K - $369K
7.96K $2.06M
AMAT
Applied Materials Inc

Technology
2.6K
+ 57.83%
$145.06 - $195.51 $377K - $508K
7.1K $1.03M
BRO
Brown & Brown, Inc.

Financial Services
2.35K
New
$100.54 - $124.4 $236K - $292K
2.35K $292K
DE
Deere & CO

Industrials
478
+ 40.68%
$408.57 - $509.27 $195K - $243K
1.65K $776K
KEYS
Keysight Technologies, Inc.

Technology
1.79K
New
$148.16 - $185.11 $265K - $331K
1.79K $268K
ROST
Ross Stores, Inc.

Consumer Cyclical
2.09K
New
$123.3 - $154.95 $258K - $324K
2.09K $267K
FISV
Fiserv Inc

Technology
730
+ 10.94%
N/A
7.4K $1.64M
EGP
Eastgroup Properties Inc

Real Estate
1.44K
New
$155.63 - $187.46 $224K - $270K
1.44K $254K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
9.79K
+ 5.12%
$22.77 - $22.94 $223K - $225K
201K $4.61M
PGR
Progressive Corp

Financial Services
872
New
$235.61 - $291.22 $205K - $254K
872 $247K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
162
New
$1187.71 - $1432.58 $192K - $232K
162 $232K
BMY
Bristol Myers Squibb CO

Healthcare
1.94K
+ 7.7%
$53.9 - $63.11 $105K - $122K
27.1K $1.65M
VEA
Vanguard Ftse Developed Market

ETFs
1.79K
+ 3.9%
$47.4 - $52.99 $85K - $95.1K
47.8K $2.43M
UL
Unilever PLC

Consumer Defensive
3.51K
New
$54.72 - $60.29 $192K - $212K
3.51K $209K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.35K
+ 1.56%
$77.7 - $78.94 $105K - $107K
88K $6.95M
INTU
Intuit Inc

Technology
325
+ 24.15%
$555.63 - $630.23 $181K - $205K
1.67K $1.03M
AXP
American Express CO

Financial Services
1.8K
+ 15.79%
$255.39 - $325.87 $460K - $587K
13.2K $3.55M
MO
Altria Group, Inc.

Consumer Defensive
1K
+ 7.83%
$50.81 - $60.02 $50.8K - $60K
13.8K $827K
Activity Summary
Buys All Purchases 94 New Holdings 13 Increased Positions 81 Sells All Sells 111 Reductions 111 Sold out 0 Options Calls 0 Puts 0
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