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
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
986
+ 3.27%
$58.01 - $64.46 $57.2K - $63.6K
31.2K $1.94M
CL
Colgate Palmolive CO

Consumer Defensive
1.4K
+ 21.34%
$85.68 - $97.5 $120K - $137K
7.96K $746K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
5.16K
+ 6.9%
$19.0 - $19.66 $98.1K - $101K
80K $1.57M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
4.55K
+ 6.29%
$19.55 - $20.33 $88.9K - $92.4K
76.8K $1.56M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
4.8K
+ 2.1%
$24.07 - $24.5 $116K - $118K
233K $5.66M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
3.22K
+ 4.04%
$21.16 - $21.77 $68K - $70K
82.9K $1.8M
ASML
Asml Holding Nv

Technology
467
+ 6.7%
$662.63 - $776.99 $309K - $363K
7.44K $4.93M
AVGO
Broadcom Inc.

Technology
1.05K
+ 77.93%
$167.43 - $244.7 $176K - $257K
2.4K $402K
VNQ
Vanguard Specialized Funds Van

ETFs
569
+ 3.2%
$85.55 - $94.34 $48.7K - $53.7K
18.4K $1.66M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
521
+ 21.59%
$114.57 - $118.14 $59.7K - $61.6K
2.93K $347K
Kenvue Inc Com
1.11K
+ 9.73%
N/A
12.5K $300K
KMI
Kinder Morgan, Inc.

Energy
426
+ 1.62%
$26.1 - $31.22 $11.1K - $13.3K
26.7K $760K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
304
+ 8.37%
$68.32 - $75.06 $20.8K - $22.8K
3.94K $294K
VDE
Vanguard Energy ETF

ETFs
97
+ 3.39%
$119.14 - $132.76 $11.6K - $12.9K
2.96K $384K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
12
+ 0.22%
$42.3 - $53.69 $508 - $644
5.49K $286K
VUSB
Vanguard Bd Index Fds
191
+ 0.56%
N/A
34.2K $1.71M
TIP
Ishares Tr Tips Bd ETF

ETFs
47
+ 2.0%
$106.22 - $111.09 $4.99K - $5.22K
2.4K $267K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
190
+ 2.05%
$51.52 - $52.37 $9.79K - $9.95K
9.45K $495K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
43
+ 0.41%
$42.5 - $46.71 $1.83K - $2.01K
10.6K $479K
DGS
Wisdomtree Emerging Markets Sm

ETFs
398
+ 3.37%
$47.4 - $50.24 $18.9K - $20K
12.2K $589K
WAT
Waters Corp

Healthcare
13
+ 1.31%
$362.16 - $417.28 $4.71K - $5.42K
1K $370K
ABNB
Airbnb, Inc.

Consumer Cyclical
147
+ 6.89%
$119.38 - $161.42 $17.5K - $23.7K
2.28K $273K
VUG
Vanguard Growth ETF

ETFs
45
+ 4.34%
$369.1 - $427.61 $16.6K - $19.2K
1.08K $401K
MPWR
Monolithic Power Systems Inc

Technology
5
+ 0.19%
$565.7 - $720.25 $2.83K - $3.6K
2.62K $1.52M
CAT
Caterpillar Inc

Industrials
1
+ 0.03%
$326.75 - $407.63 $327 - $408
3.3K $1.09M
IWM
Ishares Russell 2000 ETF

ETFs
11
+ 0.17%
$198.1 - $229.79 $2.18K - $2.53K
6.37K $1.27M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
378
+ 0.7%
$57.21 - $65.8 $21.6K - $24.9K
54.6K $3.19M
IVW
Ishares S&P 500 Growth ETF

ETFs
435
+ 1.61%
$92.45 - $106.69 $40.2K - $46.4K
27.4K $2.54M
SNPS
Synopsys Inc

Technology
44
+ 1.0%
$428.58 - $551.54 $18.9K - $24.3K
4.45K $1.91M
VXF
Vanguard Extended Market ETF

ETFs
4.25K
+ 7.34%
$170.36 - $201.04 $725K - $855K
62.2K $10.7M
VTI
Vanguard Total Stock Market Et

ETFs
159
+ 0.69%
$271.18 - $303.12 $43.1K - $48.2K
23.1K $6.35M
TGT
Target Corp

Consumer Defensive
1.07K
+ 7.97%
$103.65 - $142.5 $111K - $153K
14.6K $1.52M
ORCL
Oracle Corp

Technology
410
+ 2.93%
$139.81 - $186.47 $57.3K - $76.5K
14.4K $2.02M
CLX
Clorox CO

Consumer Defensive
22
+ 0.1%
$141.76 - $162.89 $3.12K - $3.58K
22.3K $3.28M
TT
Trane Technologies PLC

Industrials
5
+ 0.04%
$332.0 - $400.86 $1.66K - $2K
11.3K $3.82M
PANW
Palo Alto Networks Inc

Technology
4.12K
+ 4.01%
$167.82 - $208.28 $691K - $857K
107K $18.2M
DHR
Danaher Corp

Healthcare
503
+ 1.36%
$201.62 - $250.59 $101K - $126K
37.5K $7.68M
ETN
Eaton Corp PLC

Industrials
3.03K
+ 7.86%
$271.83 - $371.23 $824K - $1.13M
41.6K $11.3M
NVDA
Nvidia Corp

Technology
831
+ 0.66%
$106.98 - $149.43 $88.9K - $124K
126K $13.7M
NOW
Service Now, Inc.

Technology
3.14K
+ 14.08%
$783.83 - $1170.39 $2.46M - $3.67M
25.4K $20.2M
MSFT
Microsoft Corp

Technology
3.08K
+ 2.28%
$375.39 - $447.2 $1.16M - $1.38M
138K $52M
AMZN
Amazon Com Inc

Consumer Cyclical
1.64K
+ 0.67%
$190.26 - $242.06 $313K - $398K
248K $47.2M
GOOG
Alphabet Inc.

Communication Services
192
+ 0.09%
$156.06 - $207.71 $30K - $39.9K
209K $32.6M
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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