Boston Family Office LLC Reduced Holdings in Q4 2024

Boston Family Office LLC

  • $1.46 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMT
American Tower Corp

Real Estate
-1.91K
- 1.47%
$179.4 - $232.01 $342K - $443K
128K $23.4M
IQV
Iqvia Holdings Inc.

Healthcare
-1.02K
- 0.75%
$190.97 - $236.63 $195K - $241K
135K $26.5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-323
- 0.8%
$501.29 - $612.85 $162K - $198K
40.2K $20.9M
NEE
Nextera Energy Inc

Utilities
-2.89K
- 1.01%
$69.77 - $85.43 $202K - $247K
282K $20.2M
UNP
Union Pacific Corp

Industrials
-2.06K
- 1.56%
$223.15 - $249.32 $460K - $514K
130K $29.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
-6.05K
- 10.54%
$567.81 - $607.81 $3.44M - $3.68M
51.3K $30.1M
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
-14.1K
- 17.0%
$81.7 - $100.47 $1.16M - $1.42M
69.1K $5.65M
ECL
Ecolab Inc.

Basic Materials
-1.51K
- 1.51%
$234.32 - $261.43 $354K - $395K
98.8K $23.2M
NKE
Nike, Inc.

Consumer Cyclical
-6.89K
- 4.54%
$73.36 - $89.13 $506K - $614K
145K $11M
ZTS
Zoetis Inc.

Healthcare
-6.37K
- 18.78%
$162.24 - $194.42 $1.03M - $1.24M
27.5K $4.49M
JNJ
Johnson & Johnson

Healthcare
-1.45K
- 1.64%
$143.34 - $165.86 $207K - $240K
87K $12.6M
ROP
Roper Technologies Inc

Industrials
-648
- 1.68%
$519.85 - $575.95 $337K - $373K
37.8K $19.7M
ABBV
Abb Vie Inc.

Healthcare
-1.32K
- 1.76%
$164.99 - $203.87 $217K - $268K
73.5K $13.1M
XYL
Xylem Inc.

Industrials
-754
- 0.95%
$116.02 - $137.45 $87.5K - $104K
78.6K $9.12M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1.45K
- 1.34%
$209.89 - $233.24 $305K - $338K
107K $22.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-18.6K
- 71.66%
$71.75 - $75.11 $1.34M - $1.4M
7.37K $530K
MKC
Mccormick & CO Inc

Consumer Defensive
-911
- 0.46%
$73.97 - $84.09 $67.4K - $76.6K
199K $15.2M
SHW
Sherwin Williams CO

Basic Materials
-335
- 1.32%
$338.75 - $399.71 $113K - $134K
25K $8.5M
TER
Teradyne, Inc

Technology
-1.72K
- 1.57%
$102.58 - $133.62 $177K - $230K
108K $13.6M
APD
Air Products & Chemicals, Inc.

Basic Materials
-974
- 1.12%
$285.5 - $335.62 $278K - $327K
86.4K $25M
VZ
Verizon Communications Inc

Communication Services
-12.4K
- 15.26%
$39.6 - $45.21 $492K - $562K
69.1K $2.76M
ATR
Aptargroup, Inc.

Healthcare
-2.12K
- 1.21%
$156.73 - $176.15 $332K - $373K
172K $27.1M
MRK
Merck & Co., Inc.

Healthcare
-1.32K
- 2.53%
$96.31 - $114.76 $127K - $151K
50.7K $5.05M
VGSH
Vanguard

ETFs
-12.4K
- 16.09%
$58.02 - $58.88 $719K - $729K
64.6K $3.76M
GIS
General Mills Inc

Consumer Defensive
-250
- 0.37%
$62.78 - $74.62 $15.7K - $18.7K
67.1K $4.28M
LOW
Lowes Companies Inc

Consumer Cyclical
-273
- 1.19%
$244.52 - $284.07 $66.8K - $77.6K
22.7K $5.59M
PG
Procter & Gamble CO

Consumer Defensive
-1.44K
- 2.19%
$161.05 - $179.7 $232K - $258K
64.3K $10.8M
CAT
Caterpillar Inc

Industrials
-1.2K
- 26.68%
$360.37 - $416.88 $433K - $501K
3.3K $1.2M
XLE
Energy Sector Spdr

ETFs
-6.28K
- 72.49%
$83.32 - $97.27 $523K - $611K
2.38K $204K
AMGN
Amgen Inc

Healthcare
-130
- 1.55%
$258.78 - $328.31 $33.6K - $42.7K
8.23K $2.15M
HD
Home Depot, Inc.

Consumer Cyclical
-470
- 2.16%
$385.02 - $431.37 $181K - $203K
21.3K $8.28M
MCD
Mcdonalds Corp

Consumer Cyclical
-473
- 1.75%
$288.47 - $316.54 $136K - $150K
26.6K $7.71M
ADI
Analog Devices Inc

Technology
-558
- 2.44%
$206.35 - $236.48 $115K - $132K
22.3K $4.74M
ILMN
Illumina, Inc.

Healthcare
-4.06K
- 59.42%
$128.99 - $155.15 $524K - $630K
2.77K $371K
NEOG
Neogen Corp

Healthcare
-4.44K
- 4.75%
$11.64 - $16.4 $51.6K - $72.7K
88.9K $1.08M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-3.9K
- 7.83%
$74.5 - $78.37 $290K - $305K
45.9K $3.43M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-77
- 0.13%
$442.29 - $483.08 $34.1K - $37.2K
61.1K $27.7M
KO
Coca Cola CO

Consumer Defensive
-204
- 0.44%
$61.74 - $71.71 $12.6K - $14.6K
46.6K $2.9M
UNH
Unitedhealth Group Inc

Healthcare
-33
- 0.64%
$485.52 - $625.25 $16K - $20.6K
5.16K $2.61M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-3.55K
- 3.94%
$77.86 - $79.27 $276K - $281K
86.6K $6.76M
MRNA
Moderna, Inc.

Healthcare
-3.98K
- 42.6%
$36.85 - $63.93 $147K - $254K
5.36K $223K
VEA
Vanguard Ftse Developed Market

ETFs
-3.12K
- 6.35%
$47.57 - $52.44 $148K - $163K
46K $2.2M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-7.1K
- 7.79%
$50.37 - $50.6 $358K - $359K
84K $4.23M
SYK
Stryker Corp

Healthcare
-858
- 1.36%
$345.14 - $392.15 $296K - $336K
62.4K $22.5M
CMCSA
Comcast Corp

Communication Services
-1.2K
- 1.6%
$37.39 - $45.14 $44.8K - $54.1K
73.9K $2.77M
Te Connectivity LTD
-278
- 0.69%
N/A
39.8K $5.68M
XOM
Exxon Mobil Corp

Energy
-246
- 0.79%
$105.51 - $125.37 $26K - $30.8K
31K $3.34M
BDX
Becton Dickinson & CO

Healthcare
-1.02K
- 15.26%
$220.02 - $243.75 $224K - $248K
5.65K $1.28M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-2.12K
- 6.55%
$58.88 - $64.8 $125K - $137K
30.2K $1.78M
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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