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
FTV
Fortive Corp

Technology
-152
- 3.57%
$67.01 - $79.2 $10.2K - $12K
4.11K $324K
UL
Unilever PLC

Consumer Defensive
-387
- 9.93%
$54.7 - $65.59 $21.2K - $25.4K
3.51K $228K
ADI
Analog Devices Inc

Technology
-127
- 0.55%
$200.56 - $243.33 $25.5K - $30.9K
22.9K $5.26M
RACE
Ferrari N.V.

Consumer Cyclical
-50
- 7.91%
$405.92 - $496.79 $20.3K - $24.8K
582 $274K
FRST
Primis Financial Corp.

Financial Services
-500
- 3.4%
$10.36 - $13.26 $5.18K - $6.63K
14.2K $173K
USB
Us Bancorp \De\

Financial Services
-111
- 2.17%
$39.04 - $47.23 $4.33K - $5.24K
5K $228K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-90
- 1.86%
$117.9 - $128.2 $10.6K - $11.5K
4.74K $608K
Baxter International Inc.
-68
- 0.82%
N/A
8.23K $313K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-1.35K
- 19.34%
$29.24 - $45.37 $39.3K - $61K
5.61K $253K
MO
Altria Group, Inc.

Consumer Defensive
-450
- 3.26%
$45.95 - $54.71 $20.7K - $24.6K
13.4K $682K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-225
- 5.86%
$57.22 - $80.08 $12.9K - $18K
3.62K $282K
AMGN
Amgen Inc

Healthcare
-52
- 0.62%
$309.38 - $337.38 $16.1K - $17.5K
8.36K $2.7M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.31K
- 2.57%
$74.26 - $78.84 $97.4K - $103K
49.8K $3.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-6
- 0.06%
$434.77 - $502.96 $2.61K - $3.02K
9.34K $4.56M
WEC
Wec Energy Group, Inc.

Utilities
-38
- 0.72%
$77.68 - $96.19 $2.95K - $3.66K
5.21K $501K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-35
- 0.76%
$256.4 - $289.78 $8.97K - $10.1K
4.57K $1.3M
NEOG
Neogen Corp

Healthcare
-596
- 0.63%
$14.73 - $17.71 $8.78K - $10.6K
93.3K $1.57M
HOLX
Hologic Inc

Healthcare
-437
- 2.25%
$73.48 - $83.64 $32.1K - $36.6K
19K $1.55M
ILMN
Illumina, Inc.

Healthcare
-638
- 8.54%
$105.28 - $135.9 $67.2K - $86.7K
6.83K $891K
PM
Philip Morris International Inc.

Consumer Defensive
-972
- 8.48%
$101.25 - $127.45 $98.4K - $124K
10.5K $1.27M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-444
- 0.58%
$76.38 - $78.87 $33.9K - $35K
76.4K $6.02M
GLW
Corning Inc

Technology
-93
- 0.37%
$37.76 - $46.2 $3.51K - $4.3K
24.9K $1.13M
ACN
Accenture PLC

Technology
-34
- 1.01%
$295.44 - $355.81 $10K - $12.1K
3.35K $1.18M
VZ
Verizon Communications Inc

Communication Services
-3.42K
- 4.02%
$38.89 - $45.0 $133K - $154K
81.5K $3.66M
IBM
International Business Machines Corp

Technology
-250
- 5.39%
$175.1 - $223.38 $43.8K - $55.8K
4.39K $971K
CAT
Caterpillar Inc

Industrials
-150
- 3.22%
$316.8 - $391.12 $47.5K - $58.7K
4.5K $1.76M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-383
- 1.3%
$64.35 - $75.71 $24.6K - $29K
29K $2.14M
IVV
Ishares Core S&P 500 ETF

ETFs
-5
- 0.06%
$520.18 - $576.82 $2.6K - $2.88K
8.03K $4.63M
WMT
Walmart Inc.

Consumer Defensive
-306
- 1.45%
$66.91 - $81.4 $20.5K - $24.9K
20.8K $1.68M
ITW
Illinois Tool Works Inc

Industrials
-145
- 1.2%
$233.14 - $263.97 $33.8K - $38.3K
12K $3.14M
VTI
Vanguard Total Stock Market Et

ETFs
-121
- 0.52%
$255.18 - $283.2 $30.9K - $34.3K
23.2K $6.58M
KO
Coca Cola CO

Consumer Defensive
-464
- 0.98%
$62.69 - $73.01 $29.1K - $33.9K
46.8K $3.36M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-236
- 1.64%
$523.84 - $572.02 $124K - $135K
14.2K $8.08M
ORCL
Oracle Corp

Technology
-250
- 1.69%
$125.9 - $170.35 $31.5K - $42.6K
14.5K $2.47M
COST
Costco Wholesale Corp

Consumer Defensive
-74
- 0.57%
$801.83 - $917.05 $59.3K - $67.9K
12.8K $11.4M
MMM
3 M CO

Industrials
-88
- 0.7%
$99.69 - $139.42 $8.77K - $12.3K
12.4K $1.7M
PG
Procter & Gamble CO

Consumer Defensive
-490
- 0.74%
$160.76 - $177.82 $78.8K - $87.1K
65.8K $11.4M
CLX
Clorox CO

Consumer Defensive
-877
- 3.8%
$131.73 - $166.97 $116K - $146K
22.2K $3.62M
IDXX
Idexx Laboratories Inc

Healthcare
-19
- 0.07%
$455.08 - $517.19 $8.65K - $9.83K
26.9K $13.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-586
- 0.94%
$105.53 - $118.34 $61.8K - $69.3K
61.5K $7.19M
VIG
Vanguard Dividend Appreciation

ETFs
-65
- 0.13%
$182.15 - $182.15 $11.8K - $11.8K
50K $9.91M
DHR
Danaher Corp

Healthcare
-178
- 0.47%
$239.25 - $280.76 $42.6K - $50K
37.4K $10.4M
HD
Home Depot, Inc.

Consumer Cyclical
-735
- 3.27%
$333.64 - $405.2 $245K - $298K
21.8K $8.82M
MCD
Mcdonalds Corp

Consumer Cyclical
-613
- 2.21%
$245.82 - $304.51 $151K - $187K
27.1K $8.24M
JNJ
Johnson & Johnson

Healthcare
-1.44K
- 1.6%
$145.48 - $167.38 $209K - $241K
88.4K $14.3M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-331
- 0.3%
$210.25 - $231.86 $69.6K - $76.7K
109K $24.2M
NKE
Nike, Inc.

Consumer Cyclical
-7.21K
- 4.54%
$71.09 - $89.44 $513K - $645K
152K $13.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
-161
- 0.28%
$517.38 - $573.86 $83.3K - $92.4K
57.4K $32.9M
ECL
Ecolab Inc.

Basic Materials
-534
- 0.53%
$228.86 - $255.76 $122K - $137K
100K $25.6M
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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