Boston Family Office LLC Portfolio Holdings
Boston Family Office LLC
- $1.46 Billion
- Q4 2024
Boston Family Office LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.46 Billion distributed in 275 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $79.4M, Microsoft Corp with a value of $57M, Amazon Com Inc with a value of $54M, Visa Inc. with a value of $43.9M, and Alphabet Inc. with a value of $39.7M.
Examining the 13F form we can see an decrease of $20.4M in the current position value, from $1.48B to 1.46B.
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
$1.46 Billion
Technology: $352 Million
ETFs: $208 Million
Healthcare: $191 Million
Industrials: $164 Million
Financial Services: $146 Million
Consumer Cyclical: $94.6 Million
Consumer Defensive: $74.3 Million
Communication Services: $69.3 Million
Other: $145 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 275
- Current Value $1.46 Billion
- Prior Value $1.48 Billion
- Filing
- Period Q4 2024
- Filing Date February 12, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 10 stocks
- Additional Purchases 59 stocks
- Sold out of 0 stocks
- Reduced holdings in 117 stocks