Boston Family Office LLC Reduced Holdings in Q1 2025

Boston Family Office LLC

  • $1.41 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-19.4K
- 6.12%
$209.68 - $247.1 $4.07M - $4.8M
298K $66.1M
TER
Teradyne, Inc

Technology
-37.6K
- 34.8%
$82.6 - $140.0 $3.1M - $5.26M
70.4K $5.81M
ZBRA
Zebra Technologies Corp

Technology
-2.03K
- 3.44%
$271.72 - $421.11 $552K - $855K
56.9K $16.1M
CRM
Salesforce, Inc.

Technology
-1.28K
- 1.4%
$268.36 - $359.95 $343K - $460K
90K $24.2M
IQV
Iqvia Holdings Inc.

Healthcare
-785
- 0.58%
$176.3 - $209.96 $138K - $165K
134K $23.7M
ADBE
Adobe Inc.

Technology
-496
- 1.19%
$377.84 - $464.11 $187K - $230K
41.2K $15.8M
ROK
Rockwell Automation, Inc

Industrials
-2.13K
- 2.75%
$255.29 - $303.75 $544K - $647K
75.5K $19.5M
ANSS
Ansys Inc

Technology
-1.81K
- 1.91%
$316.56 - $360.36 $574K - $654K
93.2K $29.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.94K
- 3.77%
$551.42 - $612.93 $1.07M - $1.19M
49.4K $27.6M
NKE
Nike, Inc.

Consumer Cyclical
-10.4K
- 7.2%
$63.29 - $81.72 $660K - $852K
134K $8.53M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-22.3K
- 90.85%
$96.18 - $109.82 $2.15M - $2.45M
2.25K $230K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-87.3K
- 54.04%
$23.29 - $23.38 $2.03M - $2.04M
74.2K $1.73M
GOOGL
Alphabet Inc.

Communication Services
-108
- 0.2%
$154.33 - $206.19 $16.7K - $22.3K
55K $8.51M
CMCSA
Comcast Corp

Communication Services
-37.8K
- 51.21%
$33.19 - $38.23 $1.26M - $1.45M
36K $1.33M
DIS
Walt Disney CO

Communication Services
-2.16K
- 2.63%
$96.87 - $114.0 $209K - $246K
79.8K $7.88M
HUBB
Hubbell Inc

Industrials
-710
- 6.23%
$330.91 - $456.86 $235K - $324K
10.7K $3.54M
NVO
Novo Nordisk A S

Healthcare
-6.96K
- 15.53%
$69.3 - $90.95 $482K - $633K
37.8K $2.63M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-175
- 0.44%
$497.6 - $606.74 $87.1K - $106K
40K $19.9M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-745
- 5.45%
$522.96 - $601.18 $390K - $448K
12.9K $6.9M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.09K
- 14.21%
$554.06 - $615.85 $603K - $670K
6.57K $3.69M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.98K
- 8.75%
$222.66 - $268.42 $441K - $532K
20.7K $4.82M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-283
- 0.47%
$102.49 - $119.96 $29K - $33.9K
59.4K $6.21M
HD
Home Depot, Inc.

Consumer Cyclical
-483
- 2.27%
$347.25 - $424.87 $168K - $205K
20.8K $7.62M
IWR
Ishares Russell Mid Cap ETF

ETFs
-6.2K
- 27.23%
$82.81 - $92.93 $514K - $576K
16.6K $1.41M
HON
Honeywell International Inc

Industrials
-2.42K
- 40.32%
$202.75 - $226.52 $491K - $549K
3.59K $759K
FDX
Fedex Corp

Industrials
-1.04K
- 12.52%
$230.33 - $281.53 $238K - $291K
7.23K $1.76M
LECO
Lincoln Electric Holdings Inc

Industrials
-3.28K
- 8.56%
$180.51 - $216.81 $593K - $712K
35.1K $6.63M
NEE
Nextera Energy Inc

Utilities
-4.28K
- 1.52%
$66.96 - $76.16 $286K - $326K
278K $19.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-310
- 3.45%
$468.34 - $539.52 $145K - $167K
8.69K $4.07M
MRK
Merck & Co., Inc.

Healthcare
-235
- 0.46%
$83.01 - $101.02 $19.5K - $23.7K
50.5K $4.53M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-9.11K
- 10.84%
$50.39 - $50.66 $459K - $461K
74.9K $3.79M
PH
Parker Hannifin Corp

Industrials
-107
- 0.94%
$591.65 - $707.05 $63.3K - $75.7K
11.3K $6.84M
NEOG
Neogen Corp

Healthcare
-8.66K
- 9.74%
$8.43 - $13.07 $73K - $113K
80.2K $695K
ADI
Analog Devices Inc

Technology
-158
- 0.71%
$201.56 - $243.82 $31.8K - $38.5K
22.1K $4.47M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-4.55K
- 9.91%
$73.78 - $76.59 $335K - $348K
41.3K $3.16M
VV
Vanguard Large Cap ETF

ETFs
-361
- 3.37%
$253.32 - $282.66 $91.4K - $102K
10.4K $2.66M
VZ
Verizon Communications Inc

Communication Services
-13.2K
- 19.05%
$37.81 - $46.49 $497K - $612K
55.9K $2.54M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-3.83K
- 5.14%
$76.94 - $78.28 $295K - $300K
70.7K $5.53M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.88K
- 39.05%
$71.17 - $73.66 $205K - $212K
4.49K $330K
TFLO
Ishares Treasury Floating Rate

ETFs
-3.74K
- 9.07%
$50.48 - $50.68 $189K - $190K
37.5K $1.9M
PG
Procter & Gamble CO

Consumer Defensive
-2.12K
- 3.29%
$158.56 - $176.26 $335K - $373K
62.2K $10.6M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-1.25K
- 21.64%
$117.4 - $131.02 $147K - $164K
4.54K $543K
EMR
Emerson Electric CO

Industrials
-202
- 2.25%
$108.64 - $131.17 $21.9K - $26.5K
8.77K $961K
DEO
Diageo PLC

Consumer Defensive
-300
- 5.94%
$104.79 - $126.12 $31.4K - $37.8K
4.75K $498K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-95
- 2.46%
$165.25 - $224.62 $15.7K - $21.3K
3.76K $624K
ITW
Illinois Tool Works Inc

Industrials
-249
- 2.11%
$244.9 - $274.48 $61K - $68.3K
11.6K $2.87M
VIG
Vanguard Dividend Appreciation

ETFs
-138
- 0.26%
N/A
53K $10.3M
Te Connectivity LTD
-353
- 0.89%
N/A
39.4K $5.57M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-230
- 6.57%
$168.84 - $202.89 $38.8K - $46.7K
3.27K $575K
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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