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
PFE
Pfizer Inc

Healthcare
-503
- 0.74%
$25.01 - $27.13 $12.6K - $13.6K
67.3K $1.71M
MCHP
Microchip Technology Inc

Technology
-553
- 7.52%
$48.41 - $64.3 $26.8K - $35.6K
6.8K $329K
APH
Amphenol Corp

Technology
-332
- 1.84%
$61.62 - $78.55 $20.5K - $26.1K
17.7K $1.16M
K
Kellogg CO

Consumer Defensive
-1.26K
- 12.88%
$81.06 - $82.9 $102K - $104K
8.5K $701K
Veralto Corp W/I
-628
- 14.27%
N/A
3.77K $368K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-175
- 5.34%
$65.15 - $91.81 $11.4K - $16.1K
3.1K $203K
WMT
Walmart Inc.

Consumer Defensive
-227
- 1.12%
$84.5 - $105.05 $19.2K - $23.8K
20.1K $1.77M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-337
- 12.08%
$96.3 - $112.23 $32.5K - $37.8K
2.45K $239K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-451
- 14.13%
$128.74 - $138.67 $58.1K - $62.5K
2.74K $372K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-867
- 9.65%
$50.72 - $50.92 $44K - $44.1K
8.12K $413K
APD
Air Products & Chemicals, Inc.

Basic Materials
-1.56K
- 1.8%
$283.24 - $338.07 $441K - $526K
84.8K $25M
VEU
Vanguard Ftse All World Ex Us

ETFs
-2.28K
- 7.17%
$56.51 - $62.98 $129K - $143K
29.5K $1.79M
INTC
Intel Corp

Technology
-2.7K
- 23.45%
$19.1 - $27.39 $51.6K - $74K
8.82K $200K
TYL
Tyler Technologies Inc

Technology
-84
- 2.13%
$553.41 - $646.74 $46.5K - $54.3K
3.86K $2.24M
RACE
Ferrari N.V.

Consumer Cyclical
-69
- 11.86%
$413.73 - $508.15 $28.5K - $35.1K
513 $220K
FTV
Fortive Corp

Technology
-247
- 6.01%
$71.82 - $82.98 $17.7K - $20.5K
3.86K $283K
VB
Vanguard Small Cap ETF

ETFs
-21
- 2.27%
$217.89 - $252.64 $4.58K - $5.31K
906 $201K
ABB
Abb LTD

Industrials
-86
- 0.82%
N/A
10.5K $545K
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
-13.4K
- 19.36%
$80.4 - $103.55 $1.07M - $1.38M
55.7K $5.63M
AEM
Agnico Eagle Mines LTD

Basic Materials
-1.45K
- 29.98%
$79.66 - $108.41 $116K - $158K
3.39K $368K
SYY
Sysco Corp

Consumer Defensive
-32
- 0.56%
$70.0 - $77.13 $2.24K - $2.47K
5.66K $424K
GATX
Gatx Corp

Industrials
-79
- 1.15%
$149.94 - $167.38 $11.8K - $13.2K
6.78K $1.05M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-100
- 18.15%
$402.49 - $513.76 $40.2K - $51.4K
451 $219K
SBUX
Starbucks Corp

Consumer Cyclical
-474
- 7.12%
$91.75 - $115.81 $43.5K - $54.9K
6.18K $606K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-42
- 1.83%
$97.25 - $104.79 $4.08K - $4.4K
2.26K $234K
XLE
Energy Sector Spdr

ETFs
-101
- 4.24%
$85.7 - $93.96 $8.66K - $9.49K
2.28K $213K
CRWD
Crowd Strike Holdings, Inc.

Technology
-40
- 1.68%
$308.86 - $455.36 $12.4K - $18.2K
2.35K $827K
NSC
Norfolk Southern Corp

Industrials
-7
- 0.07%
$227.69 - $259.76 $1.59K - $1.82K
10.5K $2.48M
CVS
Cvs Health Corp

Healthcare
-2.15K
- 28.03%
$44.22 - $68.64 $95.1K - $148K
5.52K $374K
LNG
Cheniere Energy, Inc.

Energy
-150
- 3.82%
$209.32 - $253.66 $31.4K - $38K
3.78K $874K
CSCO
Cisco Systems, Inc.

Technology
-165
- 0.89%
$58.74 - $64.87 $9.69K - $10.7K
18.3K $1.13M
STWD
Starwood Property Trust, Inc.

Real Estate
-221
- 0.36%
$18.41 - $20.53 $4.07K - $4.54K
60.7K $1.2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1
- 0.01%
$74.85 - $84.89 $74.9 - $84.9
9.7K $793K
IBM
International Business Machines Corp

Technology
-235
- 5.47%
$217.4 - $264.74 $51.1K - $62.2K
4.06K $1.01M
SHW
Sherwin Williams CO

Basic Materials
-456
- 1.82%
$330.16 - $365.55 $151K - $167K
24.5K $8.57M
T
At&T Inc.

Communication Services
-85
- 0.46%
$21.56 - $28.28 $1.83K - $2.4K
18.4K $520K
AFL
Aflac Inc

Financial Services
-191
- 0.89%
$100.99 - $111.19 $19.3K - $21.2K
21.2K $2.36M
JPM
Jpmorgan Chase & CO

Financial Services
-479
- 1.01%
$225.19 - $279.95 $108K - $134K
46.9K $11.5M
MDT
Medtronic PLC

Healthcare
-910
- 3.33%
$79.84 - $94.5 $72.7K - $86K
26.4K $2.37M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-346
- 1.14%
$56.12 - $68.15 $19.4K - $23.6K
30K $2.04M
PLTR
Palantir Technologies Inc.

Technology
-1K
- 2.86%
$64.98 - $124.62 $65K - $125K
34K $2.87M
COST
Costco Wholesale Corp

Consumer Defensive
-98
- 0.78%
$890.62 - $1076.86 $87.3K - $106K
12.4K $11.7M
EOG
Eog Resources Inc

Energy
-1.08K
- 1.43%
$120.54 - $138.05 $130K - $149K
74.2K $9.52M
UNP
Union Pacific Corp

Industrials
-3.24K
- 2.49%
$225.21 - $254.42 $729K - $824K
127K $30M
AMGN
Amgen Inc

Healthcare
-178
- 2.16%
$258.59 - $327.36 $46K - $58.3K
8.06K $2.51M
KO
Coca Cola CO

Consumer Defensive
-570
- 1.22%
$60.81 - $72.32 $34.7K - $41.2K
46K $3.29M
SPGI
S&P Global Inc.

Financial Services
-69
- 0.13%
$478.26 - $543.77 $33K - $37.5K
52.7K $26.8M
MCD
Mcdonalds Corp

Consumer Cyclical
-127
- 0.48%
$279.74 - $321.29 $35.5K - $40.8K
26.5K $8.27M
WELL
Welltower Inc.

Real Estate
-803
- 3.01%
$124.05 - $156.86 $99.6K - $126K
25.8K $3.96M
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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