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CIK: 0001039807
Total reported value
$1.6B
$1.6B
280 檔
14.9%
The Q1 2025 SEC filing reveals that Boston Family Office LLC held a total portfolio value of $1.6B, covering 280 public equity positions.
In Q1 2025, Boston Family Office LLC displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 280 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.68% | +0.14% | -6.12% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.68% | -0.11% | +2.28% | |
| 3 | V | Visa Inc-class A Shares | Stock-Financials | 3.41% | +0.06% | -1.07% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.34% | -0.05% | +0.67% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.31% | +0.12% | +0.09% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.24% | -0.06% | -2.61% | |
| 7 | UNP | Union Pacific CORP | Stock-Industrials | 2.12% | -0.01% | -2.49% | |
| 8 | AKX | Ansys Inc | Stock-Other | 2.09% | — | -1.91% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.00% | +0.79% | +25.25% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.96% | +0.13% | -3.77% | |
| 11 | AMT | American Tower CORP | Stock-Real Estate | 1.95% | -0.21% | -0.78% | |
| 12 | SPGI | S&p Global Inc | Stock-Financials | 1.90% | -0.22% | -0.13% | |
| 13 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.82% | -0.09% | -1.55% | |
| 14 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.77% | -0.17% | -1.80% | |
| 15 | ATR | Aptargroup Inc | Stock-Healthcare | 1.75% | -0.49% | -3.44% | |
| 16 | ECL | Ecolab Inc | Stock-Materials | 1.74% | -0.08% | -2.15% | |
| 17 | CRM | Salesforce Inc | Stock-Tech | 1.71% | -0.47% | -1.40% | |
| 18 | SYK | Stryker CORP | Stock-Healthcare | 1.70% | -0.21% | +3.38% | |
| 19 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.67% | -0.06% | -0.58% | |
| 20 | ADP | Automatic Data Processing | Stock-Tech | 1.56% | -0.01% | +2.21% | |
| 21 | ROP | Roper Technologies Inc | Stock-Tech | 1.50% | -0.33% | -4.68% | |
| 22 | NOW | Servicenow Inc | Stock-Tech | 1.43% | -0.12% | +14.08% | |
| 23 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.41% | -0.11% | -0.44% | |
| 24 | NEE | Nextera Energy Inc | Stock-Utilities | 1.39% | -0.25% | -1.52% | |
| 25 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.38% | +0.32% | -2.75% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 1.32% | -0.41% | -0.85% | |
| 27 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.29% | +1.33% | +4.01% | |
| 28 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 1.15% | -0.22% | -0.68% | |
| 29 | ZBRA | Zebra Technologies Corp-cl A | Stock-Tech | 1.14% | +0.02% | -3.44% | |
| 30 | ADBE | Adobe Inc | Stock-Tech | 1.12% | -0.21% | -1.19% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 1.08% | +0.03% | -1.21% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.00% | -0.07% | -2.00% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.97% | +0.41% | +0.66% | |
| 34 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.85% | -0.10% | +4.66% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.83% | +0.06% | -0.78% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.82% | — | -1.01% | |
| 37 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.80% | +0.01% | +5.92% | |
| 38 | ETN | Eaton Corporation plc | Stock-Industrials | 0.80% | +0.08% | +7.86% | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.80% | -0.10% | -2.23% | |
| 40 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.76% | +0.27% | +7.34% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.75% | +0.05% | -3.29% | |
| 42 | XYL | Xylem Inc | Stock-Industrials | 0.73% | -0.05% | +10.57% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.73% | -0.06% | -0.26% | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.68% | — | +6.45% | |
| 45 | EOG | Eog Resources Inc | Stock-Energy | 0.67% | -0.12% | -1.43% | |
| 46 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.61% | -0.01% | -1.82% | |
| 47 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.60% | -0.16% | -7.20% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.60% | +0.10% | -0.20% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.59% | -0.16% | -0.48% | |
| 50 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.56% | -0.07% | -2.63% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 4 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 5 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 7 | UNP | Union Pacific CORP | — | NEW | New buy |
| 8 | AKX | Ansys Inc | — | NEW | New buy |
| 9 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 11 | AMT | American Tower CORP | — | NEW | New buy |
| 12 | SPGI | S&p Global Inc | — | NEW | New buy |
| 13 | MRSH | Marsh & Mclennan Cos | — | NEW | New buy |
| 14 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 15 | ATR | Aptargroup Inc | — | NEW | New buy |
| 16 | ECL | Ecolab Inc | — | NEW | New buy |
| 17 | CRM | Salesforce Inc | — | NEW | New buy |
| 18 | SYK | Stryker CORP | — | NEW | New buy |
| 19 | IQV | Iqvia Holdings Inc | — | NEW | New buy |
| 20 | ADP | Automatic Data Processing | — | NEW | New buy |
| 21 | ROP | Roper Technologies Inc | — | NEW | New buy |
| 22 | NOW | Servicenow Inc | — | NEW | New buy |
| 23 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 24 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 25 | ROK | Rockwell Automation Inc | — | NEW | New buy |
| 26 | CVX | Chevron CORP | — | NEW | New buy |
| 27 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 28 | MKC | Mccormick & Co-non Vtg Shrs | — | NEW | New buy |
| 29 | ZBRA | Zebra Technologies Corp-cl A | — | NEW | New buy |
| 30 | ADBE | Adobe Inc | — | NEW | New buy |
| 31 | ABBV | Abbvie Inc | — | NEW | New buy |
| 32 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 33 | NVDA | Nvidia CORP | — | NEW | New buy |
| 34 | IDXX | Idexx Laboratories Inc | — | NEW | New buy |
| 35 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 36 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 37 | VTIP | Vanguard Short-term Tips | — | NEW | New buy |
| 38 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 39 | ABT | Abbott Laboratories | — | NEW | New buy |
| 40 | VXF | Vanguard Extended Market ETF | — | NEW | New buy |
| 41 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 42 | XYL | Xylem Inc | — | NEW | New buy |
| 43 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 44 | PEP | Pepsico Inc | — | NEW | New buy |
| 45 | EOG | Eog Resources Inc | — | NEW | New buy |
| 46 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 47 | NKE | Nike Inc -cl B | — | NEW | New buy |
| 48 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 49 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 50 | DIS | Walt Disney Co/the | — | NEW | New buy |
According to official SEC Form 13F filings, Boston Family Office LLC reported a total U.S. public equity portfolio value of $1.6B across 280 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, V) accounted for 14.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $66.1M
During Q1 2025, Boston Family Office LLC's top holdings by market value included AAPL (4.7%)、MSFT (3.7%)、V (3.4%). The largest single position, AAPL, represented 4.7% of total portfolio value.
In Q1 2025, Boston Family Office LLC made 200 total portfolio adjustments, initiating 200 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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