Boston Family Office LLC Incresed Positions 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
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
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
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
12.7K
+ 5.92%
$48.43 - $49.9 $616K - $635K
228K $11.4M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
12.7K
+ 26.52%
N/A
60.8K $5.35M
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
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
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
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
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
DE
Deere & CO

Industrials
478
+ 40.68%
$408.57 - $509.27 $195K - $243K
1.65K $776K
FISV
Fiserv Inc

Technology
730
+ 10.94%
N/A
7.4K $1.64M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
9.79K
+ 5.12%
$22.77 - $22.94 $223K - $225K
201K $4.61M
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
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
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
VGIT
Vanguard Intermediate Term Tre

ETFs
845
+ 9.7%
$57.44 - $59.4 $48.5K - $50.2K
9.56K $568K
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
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
Track This Portfolio

Track Boston Family Office LLC Portfolio

Follow Boston Family Office LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Boston Family Office LLC, based on Form 13F filings with the SEC.

News

Stay updated on Boston Family Office LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email