Boston Family Office LLC Reduced Holdings in Q3 2024

Boston Family Office LLC

  • $1.48 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CVS
Cvs Health Corp

Healthcare
-72.8K
- 88.42%
$55.81 - $63.18 $4.07M - $4.6M
9.54K $600K
GOOG
Alphabet Inc.

Communication Services
-707
- 0.34%
$149.54 - $192.66 $106K - $136K
209K $35M
MSFT
Microsoft Corp

Technology
-647
- 0.48%
$395.15 - $467.56 $256K - $303K
135K $58M
ZBRA
Zebra Technologies Corp

Technology
-18.6K
- 23.5%
$306.21 - $371.02 $5.69M - $6.9M
60.5K $22.4M
AMZN
Amazon Com Inc

Consumer Cyclical
-656
- 0.26%
$161.02 - $200.0 $106K - $131K
249K $46.4M
TER
Teradyne, Inc

Technology
-849
- 0.77%
$114.25 - $163.0 $97K - $138K
110K $14.7M
CVX
Chevron Corp

Energy
-3.15K
- 2.77%
$137.88 - $161.97 $434K - $510K
110K $16.3M
INTC
Intel Corp

Technology
-27.5K
- 69.56%
$18.9 - $34.87 $519K - $958K
12K $282K
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
-32.9K
- 31.62%
$23.88 - $24.01 $786K - $790K
71.1K $1.71M
MRK
Merck & Co., Inc.

Healthcare
-1.59K
- 2.96%
$111.15 - $128.97 $176K - $204K
52K $5.91M
ROK
Rockwell Automation, Inc

Industrials
-213
- 0.26%
$248.27 - $294.37 $52.9K - $62.7K
82.8K $22.2M
ROP
Roper Technologies Inc

Industrials
-607
- 1.55%
$515.25 - $576.55 $313K - $350K
38.5K $21.4M
ANSS
Ansys Inc

Technology
-612
- 0.63%
$296.54 - $331.25 $181K - $203K
95.8K $30.5M
DIS
Walt Disney CO

Communication Services
-2.02K
- 2.3%
$85.6 - $98.61 $173K - $200K
85.8K $8.26M
VEU
Vanguard Ftse All World Ex Us

ETFs
-9.56K
- 23.13%
$56.47 - $63.69 $540K - $609K
31.8K $2M
LLY
Eli Lilly & CO

Healthcare
-285
- 5.12%
$772.14 - $960.02 $220K - $274K
5.28K $4.68M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-6.82K
- 6.96%
$50.25 - $50.74 $343K - $346K
91.1K $4.62M
FDX
Fedex Corp

Industrials
-325
- 3.7%
$254.64 - $313.52 $82.8K - $102K
8.47K $2.32M
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
-1.28K
- 1.51%
$97.1 - $107.44 $124K - $137K
83.2K $8.38M
EOG
Eog Resources Inc

Energy
-385
- 0.51%
$117.9 - $132.65 $45.4K - $51.1K
75.8K $9.32M
TFLO
Ishares Treasury Floating Rate

ETFs
-3.55K
- 11.26%
$50.42 - $50.66 $179K - $180K
28K $1.42M
BDX
Becton Dickinson & CO

Healthcare
-990
- 12.93%
$221.47 - $242.41 $219K - $240K
6.66K $1.61M
APH
Amphenol Corp

Technology
-1.58K
- 8.42%
$58.39 - $70.41 $92K - $111K
17.1K $1.12M
WY
Weyerhaeuser CO

Real Estate
-10.3K
- 26.31%
$27.05 - $33.84 $279K - $349K
28.9K $979K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-6.54K
- 4.11%
$23.13 - $23.43 $151K - $153K
153K $3.57M
MCHP
Microchip Technology Inc

Technology
-232
- 2.61%
$72.0 - $95.98 $16.7K - $22.3K
8.66K $695K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-4.24K
- 11.6%
$58.03 - $65.37 $246K - $277K
32.3K $2.09M
WM
Waste Management Inc

Industrials
-15
- 0.09%
$196.96 - $223.45 $2.95K - $3.35K
17.6K $3.66M
COP
Conocophillips

Energy
-46
- 0.5%
$102.3 - $116.61 $4.71K - $5.36K
9.14K $962K
CMCSA
Comcast Corp

Communication Services
-7.2K
- 8.75%
$37.33 - $41.78 $269K - $301K
75.1K $3.14M
EL
Estee Lauder Companies Inc

Consumer Defensive
-546
- 17.85%
$84.18 - $106.5 $46K - $58.1K
2.51K $251K
IAU
Ishares Gold Trust

ETFs
-3.14K
- 20.2%
$44.06 - $50.5 $139K - $159K
12.4K $617K
CSCO
Cisco Systems, Inc.

Technology
-3.61K
- 15.96%
$44.74 - $53.22 $162K - $192K
19K $1.01M
GE
General Electric CO

Industrials
-627
- 32.34%
$156.66 - $189.66 $98.2K - $119K
1.31K $247K
SUB
Ishares Short Term National Mu

ETFs
-575
- 20.48%
$104.3 - $106.3 $60K - $61.1K
2.23K $237K
EMR
Emerson Electric CO

Industrials
-400
- 4.23%
$98.19 - $118.87 $39.3K - $47.5K
9.05K $989K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-6.45K
- 2.89%
$23.61 - $24.64 $152K - $159K
217K $5.3M
SEDG
Solaredge Technologies, Inc.

Technology
-363
- 2.54%
$17.85 - $31.65 $6.48K - $11.5K
14K $320K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-700
- 7.22%
$50.61 - $50.96 $35.4K - $35.7K
8.99K $458K
VEA
Vanguard Ftse Developed Market

ETFs
-3.98K
- 7.49%
$47.6 - $53.31 $189K - $212K
49.1K $2.59M
SBUX
Starbucks Corp

Consumer Cyclical
-2.05K
- 23.55%
$72.51 - $98.6 $148K - $202K
6.65K $648K
PFE
Pfizer Inc

Healthcare
-3.24K
- 4.66%
$27.7 - $31.39 $89.8K - $102K
66.3K $1.92M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-767
- 10.93%
$111.9 - $124.28 $85.8K - $95.3K
6.25K $773K
UPS
United Parcel Service Inc

Industrials
-118
- 3.12%
$123.32 - $147.38 $14.6K - $17.4K
3.66K $499K
WFC
Wells Fargo & Company

Financial Services
-75
- 2.03%
$51.58 - $60.97 $3.87K - $4.57K
3.62K $205K
ABB
Abb LTD

Industrials
-562
- 5.06%
N/A
10.5K $610K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-494
- 11.98%
$64.57 - $71.76 $31.9K - $35.4K
3.63K $260K
XOM
Exxon Mobil Corp

Energy
-576
- 1.81%
$109.72 - $119.0 $63.2K - $68.5K
31.3K $3.67M
VO
Vanguard Mid Cap ETF

ETFs
-545
- 7.84%
$237.84 - $263.83 $130K - $144K
6.41K $1.69M
Activity Summary
Buys All Purchases 89 New Holdings 19 Increased Positions 70 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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