Boston Family Office LLC Purchases in Q4 2024

Boston Family Office LLC

  • $1.46 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
14.1K
+ 47.51%
$521.84 - $558.82 $7.38M - $7.9M
43.9K $23.7M
ASML
Asml Holding Nv

Technology
3.57K
+ 105.06%
$658.43 - $872.27 $2.35M - $3.12M
6.97K $4.83M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
79.4K
+ 78.76%
$22.1 - $22.59 $1.76M - $1.79M
180K $4M
VUSB
Vanguard Bd Index Fds
34K
New
N/A
34K $1.69M
Vanguard Core Bond ETF
22.2K
New
N/A
22.2K $1.68M
VXF
Vanguard Extended Market ETF

ETFs
5.06K
+ 9.56%
$179.17 - $207.15 $906K - $1.05M
58K $11M
MPWR
Monolithic Power Systems Inc

Technology
2.38K
+ 1031.6%
$560.06 - $942.58 $1.33M - $2.25M
2.61K $1.55M
PANW
Palo Alto Networks Inc

Technology
50.2K
+ 96.03%
$181.96 - $405.9 $9.14M - $20.4M
103K $18.7M
TFLO
Ishares Treasury Floating Rate

ETFs
13.2K
+ 47.29%
$50.37 - $50.63 $667K - $671K
41.2K $2.08M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
27K
+ 16.43%
$22.72 - $23.0 $613K - $620K
191K $4.36M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
6.9K
+ 16.75%
N/A
48.1K $4.46M
SHV
Ishares Tr

ETFs
4.22K
+ 94.64%
$109.92 - $110.57 $464K - $466K
8.68K $955K
VUG
Vanguard Growth ETF

ETFs
1.04K
New
$378.79 - $428.11 $392K - $444K
1.04K $425K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
12.2K
+ 6.03%
$48.33 - $49.08 $591K - $600K
215K $10.4M
NFLX
Netflix Inc

Communication Services
268
+ 85.08%
$687.65 - $936.56 $184K - $251K
583 $520K
ABNB
Airbnb, Inc.

Consumer Cyclical
2.14K
New
$125.36 - $147.37 $268K - $315K
2.14K $281K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.41K
New
$115.08 - $119.55 $278K - $288K
2.41K $279K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
13.6K
+ 18.04%
$21.81 - $22.48 $297K - $306K
89.2K $1.95M
Kenvue Inc Com
11.4K
New
N/A
11.4K $243K
IVW
Ishares S&P 500 Growth ETF

ETFs
900
+ 3.45%
$94.43 - $105.47 $85K - $94.9K
27K $2.74M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
11.8K
+ 5.42%
$24.19 - $24.63 $284K - $289K
228K $5.53M
VB
Vanguard Small Cap ETF

ETFs
927
New
$233.76 - $261.58 $217K - $242K
927 $223K
JHG
Janus Henderson Group PLC

Financial Services
5K
New
$37.65 - $45.66 $188K - $228K
5K $213K
GS
Goldman Sachs Group Inc

Financial Services
370
New
$486.1 - $608.57 $180K - $225K
370 $212K
MCK
Mckesson Corp

Healthcare
355
New
$482.27 - $628.5 $171K - $223K
355 $202K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
8.9K
+ 5.84%
$23.25 - $23.37 $207K - $208K
161K $3.77M
CRWD
Crowd Strike Holdings, Inc.

Technology
107
+ 4.7%
$275.15 - $388.2 $29.4K - $41.5K
2.39K $816K
BMY
Bristol Myers Squibb CO

Healthcare
1K
+ 4.14%
$51.92 - $59.94 $51.9K - $59.9K
25.2K $1.42M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
456
+ 13.42%
$172.07 - $207.36 $78.5K - $94.6K
3.86K $761K
APH
Amphenol Corp

Technology
863
+ 5.04%
$62.07 - $75.35 $53.6K - $65K
18K $1.25M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
8.78K
+ 12.39%
$21.25 - $22.07 $187K - $194K
79.7K $1.7M
VDE
Vanguard Energy ETF

ETFs
1.1K
+ 62.59%
$116.67 - $136.78 $128K - $151K
2.86K $347K
VV
Vanguard Large Cap ETF

ETFs
18
+ 0.17%
$260.27 - $280.65 $4.68K - $5.05K
10.7K $2.89M
IWF
Ishares Russell 1000 Gr ETF

ETFs
81
+ 6.13%
$370.24 - $418.94 $30K - $33.9K
1.4K $563K
VO
Vanguard Mid Cap ETF

ETFs
228
+ 3.56%
$261.5 - $284.63 $59.6K - $64.9K
6.63K $1.75M
MCO
Moodys Corp

Financial Services
100
+ 21.01%
$454.04 - $500.88 $45.4K - $50.1K
576 $273K
META
Meta Platforms, Inc.

Communication Services
20
+ 0.98%
$554.08 - $632.68 $11.1K - $12.7K
2.06K $1.2M
WAT
Waters Corp

Healthcare
69
+ 7.48%
$323.11 - $392.01 $22.3K - $27K
991 $368K
VGIT
Vanguard Intermediate Term Tre

ETFs
858
+ 10.92%
$57.78 - $60.4 $49.6K - $51.8K
8.72K $505K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
34
+ 0.74%
$278.19 - $315.36 $9.46K - $10.7K
4.6K $1.32M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.33K
+ 14.43%
$44.04 - $49.49 $58.6K - $65.8K
10.5K $464K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
394
+ 20.69%
$99.04 - $109.59 $39K - $43.2K
2.3K $229K
ETN
Eaton Corp PLC

Industrials
3
+ 0.01%
$326.96 - $377.52 $981 - $1.13K
38.6K $12.8M
STWD
Starwood Property Trust, Inc.

Real Estate
5.1K
+ 9.14%
$18.95 - $20.37 $96.6K - $104K
60.9K $1.15M
AWK
American Water Works Company, Inc.

Utilities
1.13K
+ 19.06%
$123.83 - $146.07 $140K - $165K
7.07K $880K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
160
+ 0.3%
$61.68 - $67.87 $9.87K - $10.9K
54.2K $3.38M
TIP
Ishares Tr Tips Bd ETF

ETFs
166
+ 7.59%
$106.33 - $110.69 $17.7K - $18.4K
2.35K $251K
WELL
Welltower Inc.

Real Estate
418
+ 1.59%
$123.11 - $139.3 $51.5K - $58.2K
26.6K $3.36M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
4
+ 0.11%
$69.58 - $74.87 $278 - $299
3.63K $254K
Activity Summary
Buys All Purchases 69 New Holdings 10 Increased Positions 59 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
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