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CIK: 0001039807
Total reported value
$1.6B
$1.6B
274 檔
16.6%
In Q4 2024, Boston Family Office LLC's U.S. equity holdings reached a combined market value of $1.6B, distributed across 274 disclosed stock positions.
During Q4 2024, Boston Family Office LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, AMZN) accounted for 16.6% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 274 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.45% | +0.14% | -0.61% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.92% | -0.11% | +0.39% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.71% | -0.05% | -1.05% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 3.01% | +0.06% | -1.32% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.73% | +0.12% | -0.43% | |
| 6 | AKX | Ansys Inc | Stock-Other | 2.20% | — | -0.81% | |
| 7 | CRM | Salesforce Inc | Stock-Tech | 2.10% | -0.47% | -0.36% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.07% | +0.13% | -10.54% | |
| 9 | UNP | Union Pacific CORP | Stock-Industrials | 2.04% | -0.01% | -1.56% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.90% | -0.06% | -0.13% | |
| 11 | ATR | Aptargroup Inc | Stock-Healthcare | 1.86% | -0.49% | -1.21% | |
| 12 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.82% | -0.06% | -0.75% | |
| 13 | SPGI | S&p Global Inc | Stock-Financials | 1.81% | -0.22% | +0.75% | |
| 14 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.72% | -0.17% | -1.12% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.62% | +0.79% | +47.51% | |
| 16 | NOW | Servicenow Inc | Stock-Tech | 1.62% | -0.12% | -1.57% | |
| 17 | AMT | American Tower CORP | Stock-Real Estate | 1.61% | -0.21% | -1.47% | |
| 18 | ECL | Ecolab Inc | Stock-Materials | 1.59% | -0.08% | -1.51% | |
| 19 | ZBRA | Zebra Technologies Corp-cl A | Stock-Tech | 1.56% | +0.02% | -2.61% | |
| 20 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.56% | -0.09% | -1.34% | |
| 21 | SYK | Stryker CORP | Stock-Healthcare | 1.54% | -0.21% | -1.36% | |
| 22 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.52% | +0.32% | -6.30% | |
| 23 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.44% | -0.11% | -0.80% | |
| 24 | ADP | Automatic Data Processing | Stock-Tech | 1.42% | -0.01% | -0.71% | |
| 25 | NEE | Nextera Energy Inc | Stock-Utilities | 1.39% | -0.25% | -1.01% | |
| 26 | ROP | Roper Technologies Inc | Stock-Tech | 1.35% | -0.33% | -1.68% | |
| 27 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.28% | +1.33% | +96.03% | |
| 28 | ADBE | Adobe Inc | Stock-Tech | 1.27% | -0.21% | +0.79% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 1.15% | +0.41% | -1.44% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 1.12% | -0.41% | +1.62% | |
| 31 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 1.04% | -0.22% | -0.46% | |
| 32 | TER | Teradyne Inc | Stock-Tech | 0.93% | +0.05% | -1.57% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.90% | +0.03% | -1.76% | |
| 34 | ETN | Eaton Corporation plc | Stock-Industrials | 0.88% | +0.08% | +0.01% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.86% | -0.07% | -1.64% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.79% | +0.06% | -2.82% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.78% | — | -0.42% | |
| 38 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.78% | -0.10% | +1.76% | |
| 39 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.76% | +0.27% | +9.56% | |
| 40 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.75% | -0.16% | -4.54% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.74% | +0.05% | -2.19% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.72% | +0.10% | -0.04% | |
| 43 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.72% | +0.01% | +6.03% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.71% | -0.06% | +6.27% | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.68% | -0.10% | +0.08% | |
| 46 | EOG | Eog Resources Inc | Stock-Energy | 0.63% | -0.12% | -0.68% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.63% | — | +0.67% | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.63% | -0.07% | -4.48% | |
| 49 | XYL | Xylem Inc | Stock-Industrials | 0.63% | -0.05% | -0.95% | |
| 50 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.58% | -0.01% | -1.32% |
According to official SEC Form 13F filings, Boston Family Office LLC reported a total U.S. public equity portfolio value of $1.6B across 274 disclosed positions in Q4 2024.
During Q4 2024, Boston Family Office LLC's top holdings by market value included AAPL (5.5%)、MSFT (3.9%)、AMZN (3.7%). The largest single position, AAPL, represented 5.5% of total portfolio value.
In Q4 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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