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CIK: 0001039807
Total reported value
$1.6B
$1.6B
276 檔
15.3%
According to the latest 13F quarterly dataset, Boston Family Office LLC managed an equity portfolio of $1.6B at the end of Q3 2024, spanning 276 distinct U.S. exchange-listed positions.
During Q3 2024, Boston Family Office LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 276 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.03% | +0.14% | -1.93% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.93% | -0.11% | -0.48% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.14% | -0.05% | -0.26% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 2.62% | +0.06% | +0.71% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.37% | +0.12% | -0.34% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.23% | +0.13% | -0.28% | |
| 7 | UNP | Union Pacific CORP | Stock-Industrials | 2.21% | -0.01% | -0.09% | |
| 8 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 2.18% | -0.06% | -0.06% | |
| 9 | AKX | Ansys Inc | Stock-Other | 2.07% | — | -0.64% | |
| 10 | AMT | American Tower CORP | Stock-Real Estate | 2.04% | -0.21% | -0.11% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.91% | -0.06% | -0.75% | |
| 12 | ATR | Aptargroup Inc | Stock-Healthcare | 1.89% | -0.49% | +0.28% | |
| 13 | SPGI | S&p Global Inc | Stock-Financials | 1.83% | -0.22% | +0.23% | |
| 14 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.76% | -0.17% | -0.35% | |
| 15 | ECL | Ecolab Inc | Stock-Materials | 1.73% | -0.08% | -0.53% | |
| 16 | CRM | Salesforce Inc | Stock-Tech | 1.70% | -0.47% | +0.71% | |
| 17 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.70% | -0.11% | +0.67% | |
| 18 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.64% | -0.09% | -0.30% | |
| 19 | NEE | Nextera Energy Inc | Stock-Utilities | 1.63% | -0.25% | -1.43% | |
| 20 | SYK | Stryker CORP | Stock-Healthcare | 1.55% | -0.21% | +0.25% | |
| 21 | ZBRA | Zebra Technologies Corp-cl A | Stock-Tech | 1.52% | +0.02% | -23.50% | |
| 22 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.51% | +0.32% | -0.26% | |
| 23 | ROP | Roper Technologies Inc | Stock-Tech | 1.45% | -0.33% | -1.55% | |
| 24 | ADBE | Adobe Inc | Stock-Tech | 1.45% | -0.21% | +1.25% | |
| 25 | NOW | Servicenow Inc | Stock-Tech | 1.37% | -0.12% | +0.75% | |
| 26 | ADP | Automatic Data Processing | Stock-Tech | 1.33% | -0.01% | -0.32% | |
| 27 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.21% | +1.33% | +11.86% | |
| 28 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 1.11% | -0.22% | +1.14% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 1.10% | -0.41% | -2.77% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.06% | +0.79% | +3.25% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 1.04% | +0.41% | +153.51% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 1.00% | +0.03% | -0.06% | |
| 33 | TER | Teradyne Inc | Stock-Tech | 0.99% | +0.05% | -0.77% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.97% | -0.07% | -1.60% | |
| 35 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.92% | -0.10% | -0.07% | |
| 36 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.91% | -0.16% | -4.54% | |
| 37 | ETN | Eaton Corporation plc | Stock-Industrials | 0.87% | +0.08% | +4.16% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.77% | +0.05% | -0.74% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.77% | +0.06% | -0.57% | |
| 40 | XYL | Xylem Inc | Stock-Industrials | 0.73% | -0.05% | +0.26% | |
| 41 | DHR | Danaher CORP | Stock-Healthcare | 0.70% | -0.09% | -0.47% | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.69% | — | +1.28% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | — | +2.51% | |
| 44 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.68% | +0.01% | +2.51% | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.67% | -0.10% | +0.17% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.67% | -0.06% | -0.13% | |
| 47 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.65% | -0.01% | -1.67% | |
| 48 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.65% | +0.27% | +2.08% | |
| 49 | EOG | Eog Resources Inc | Stock-Energy | 0.63% | -0.12% | -0.51% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | +0.10% | +0.77% |
According to official SEC Form 13F filings, Boston Family Office LLC reported a total U.S. public equity portfolio value of $1.6B across 276 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, AMZN) accounted for 15.3% of total reported equity market value during Q3 2024.
During Q3 2024, Boston Family Office LLC's top holdings by market value included AAPL (5.0%)、MSFT (3.9%)、AMZN (3.1%). The largest single position, AAPL, represented 5.0% of total portfolio value.
In Q3 2024, Boston Family Office LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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