Boston Family Office LLC Portfolio Holdings

Boston Family Office LLC

  • $1.48 Billion
  • Q3 2024

Boston Family Office LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.48 Billion distributed in 277 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $74.4M, Microsoft Corp with a value of $58M, Amazon Com Inc with a value of $46.4M, Visa Inc. with a value of $38.7M, and Alphabet Inc. with a value of $35M.

Examining the 13F form we can see an increase of $89.1M in the current position value, from $1.39B to 1.48B.

Boston Family Office LLC is based out at Boston, MA

Below you can find more details about Boston Family Office LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.48 Billion
Technology: $336 Million
Healthcare: $218 Million
ETFs: $203 Million
Industrials: $172 Million
Financial Services: $141 Million
Consumer Cyclical: $90.9 Million
Consumer Defensive: $82.6 Million
Basic Materials: $65.4 Million
Other: $158 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$177B
$423,000 0.03% of portfolio
2,050
Q2 2024 Reduced 4.65%
$138B
$418,000 0.03% of portfolio
2,732
Q3 2023 Added 14.69%
$95.8B
$499,000 0.03% of portfolio
3,661
Q3 2024 Reduced 3.12%
$57.9B
$388,000 0.03% of portfolio
4,999
Q3 2023 Reduced 1.3%
$6.78B
$381,000 0.03% of portfolio
2,735
Q1 2019 New
$18.2B
$442,000 0.03% of portfolio
1,900
Q2 2024 New
$38B
$390,000 0.03% of portfolio
4,847
Q3 2024 New
$38B
$454,000 0.03% of portfolio
5,812
Q1 2023 Reduced 30.74%
$3.27B
$468,000 0.03% of portfolio
28,581
Q3 2024 New
$13.6B
$487,000 0.03% of portfolio
4,930
Q3 2022 Reduced 2.12%
$47.2B
$489,000 0.03% of portfolio
6,850
Q2 2022 Reduced 1.44%
$31.8B
$501,000 0.03% of portfolio
5,213
Q3 2024 Reduced 0.72%
$100B
$282,000 0.02% of portfolio
12,015
Q3 2024 Reduced 69.56%
$19.7B
$253,000 0.02% of portfolio
5,609
Q3 2024 Reduced 19.34%
$66.4B
$233,000 0.02% of portfolio
1,350
Q3 2024 New
$63.6B
$225,000 0.02% of portfolio
2,800
Q3 2024 New
$41.9B
$316,000 0.02% of portfolio
3,156
Q2 2024 Reduced 7.45%
$116B
$263,000 0.02% of portfolio
566
Q3 2024 New
$22.1B
$332,000 0.02% of portfolio
922
Q3 2024 Added 21.96%
$58.2B
$265,000 0.02% of portfolio
84
Q3 2024 New
$38.1B
$227,000 0.02% of portfolio
1,933
Q3 2024 New
$27.2B
$324,000 0.02% of portfolio
4,111
Q3 2024 Reduced 3.57%
$19.4B
$249,000 0.02% of portfolio
1,000
Q2 2024 New
$22.7B
$315,000 0.02% of portfolio
3,497
Q2 2024 Reduced 14.64%
$13B
$229,000 0.02% of portfolio
2,083
Q3 2024 New
$98.1B
$282,000 0.02% of portfolio
3,617
Q3 2024 Reduced 5.86%
$0
$295,000 0.02% of portfolio
12,056
Q2 2023 Reduced 1.26%
$195B
$247,000 0.02% of portfolio
1,312
Q3 2024 Reduced 32.34%
$59B
$274,000 0.02% of portfolio
1,140
Q3 2024 Added 22.58%
$597M
$320,000 0.02% of portfolio
13,955
Q3 2024 Reduced 2.54%
$8.61B
$234,000 0.02% of portfolio
4,200
Q2 2024 New
$399B
$223,000 0.02% of portfolio
315
Q2 2024 New
$13.5B
$278,000 0.02% of portfolio
5,300
Q2 2024 Reduced 3.0%
$18.4B
$342,000 0.02% of portfolio
10,217
Q1 2024 Reduced 25.52%
$146B
$228,000 0.02% of portfolio
3,511
Q3 2024 Reduced 9.93%
$78.5B
$274,000 0.02% of portfolio
582
Q3 2024 Reduced 7.91%
$76.4B
$228,000 0.02% of portfolio
4,995
Q3 2024 Reduced 2.17%
$15.5B
$251,000 0.02% of portfolio
2,513
Q3 2024 Reduced 17.85%
$17.7B
$253,000 0.02% of portfolio
4,075
Q2 2021 New
$61.1B
$357,000 0.02% of portfolio
1,525
Q3 2024 New
$87.6B
$226,000 0.02% of portfolio
476
Q2 2024 New
$56.5B
$263,000 0.02% of portfolio
2,400
Q1 2024 New
$38.8B
$267,000 0.02% of portfolio
1,035
Q3 2024 Added 22.63%
$48.6B
$222,000 0.02% of portfolio
3,850
Q3 2024 New
$284B
$205,000 0.01% of portfolio
3,623
Q3 2024 Reduced 2.03%
$558M
$88,000 0.01% of portfolio
12,397
Q4 2022 Reduced 2.75%
$301M
$173,000 0.01% of portfolio
14,215
Q3 2024 Reduced 3.4%
$19.2B
$211,000 0.01% of portfolio
2,840
Q3 2024 New
$3.08B
$136,000 0.01% of portfolio
110,000
Q3 2022 Added 1,000.0%

Summary

  • Portfolio
  • No. of Stocks 277
  • Current Value $1.48 Billion
  • Prior Value $1.39 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 19 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 110 stocks
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