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 Market Cap. of $300 Millions to $2 Billions
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