Boston Family Office LLC Portfolio Holdings
Boston Family Office LLC
- $1.41 Billion
- Q1 2025
Boston Family Office LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.41 Billion distributed in 281 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $66.1M, Microsoft Corp with a value of $52M, Visa Inc. with a value of $48.1M, Amazon Com Inc with a value of $47.2M, and Alphabet Inc. with a value of $32.6M.
Examining the 13F form we can see an decrease of $43.8M in the current position value, from $1.46B to 1.41B.
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
$1.41 Billion
Technology: $302 Million
ETFs: $207 Million
Healthcare: $192 Million
Industrials: $160 Million
Financial Services: $159 Million
Consumer Cyclical: $85.7 Million
Consumer Defensive: $76.3 Million
Basic Materials: $62 Million
Other: $154 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 281
- Current Value $1.41 Billion
- Prior Value $1.46 Billion
- Filing
- Period Q1 2025
- Filing Date May 13, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 13 stocks
- Additional Purchases 81 stocks
- Sold out of 0 stocks
- Reduced holdings in 111 stocks