Boston Family Office LLC Top Holdings and 13F Report (2024) → Log Into Marc's $5,000 System Today (From Chaikin Analytics) (Ad) About Boston Family Office LLCInvestment ActivityBoston Family Office LLC has $1.39 million in total holdings as of March 31, 2024.Boston Family Office LLC owns shares of 264 different stocks, but just 62 companies or ETFs make up 80% of its holdings.Approximately 1.65% of the portfolio was purchased this quarter.About 2.40% of the portfolio was sold this quarter.This quarter, Boston Family Office LLC has purchased 260 new stocks and bought additional shares in 49 stocks.Boston Family Office LLC sold shares of 133 stocks and completely divested from 7 stocks this quarter.Largest Holdings Microsoft $56,719Apple $56,482Amazon.com $45,514Visa $39,247SPDR S&P 500 ETF Trust $38,544 Largest New Holdings this Quarter Palantir Technologies $575 HoldingThe Cigna Group $302 HoldingVanguard Energy ETF $232 HoldingEnergy Select Sector SPDR Fund $225 HoldingTrade Desk $210 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 46,561 shares (about $2.83K)Palo Alto Networks 9,863 shares (about $2.80K)NextEra Energy 24,327 shares (about $1.55K)EOG Resources 9,675 shares (about $1.24K)TJX Companies 11,722 shares (about $1.19K) Largest Sales this Quarter Amazon.com 10,604 shares (about $1.91K)Microsoft 4,246 shares (about $1.79K)Apple 6,547 shares (about $1.12K)Dollar Tree 8,110 shares (about $1.08K)Marsh & McLennan Companies 4,688 shares (about $965.65) Sector Allocation Over TimeMap of 500 Largest Holdings ofBoston Family Office LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$56,719$1,786 ▼-3.1%134,8154.1%Computer and TechnologyAAPLApple$56,482$1,123 ▼-1.9%329,3774.1%Computer and TechnologyAMZNAmazon.com$45,514$1,913 ▼-4.0%252,3223.3%Retail/WholesaleVVisa$39,247$312 ▼-0.8%140,6312.8%Business ServicesSPYSPDR S&P 500 ETF Trust$38,544$70 ▼-0.2%73,6882.8%FinanceIQVIQVIA$34,669$690 ▼-2.0%137,0932.5%MedicalANSSANSYS$33,678$59 ▼-0.2%97,0112.4%Computer and TechnologyUNPUnion Pacific$32,709$469 ▼-1.4%133,0012.4%TransportationGOOGAlphabet$32,021$814 ▼-2.5%210,3022.3%Computer and TechnologyCRMSalesforce$27,514$58 ▲0.2%91,3552.0%Computer and TechnologyATRAptarGroup$26,851$39 ▼-0.1%186,6071.9%Industrial ProductsBRK.BBerkshire Hathaway$25,987$133 ▼-0.5%61,7971.9%FinanceAMTAmerican Tower$25,571$157 ▼-0.6%129,4141.8%FinanceZBRAZebra Technologies$24,316$273 ▼-1.1%80,6661.7%Industrial ProductsROKRockwell Automation$24,193$121 ▼-0.5%83,0431.7%Industrial ProductsECLEcolab$23,508$218 ▼-0.9%101,8111.7%Basic MaterialsMMCMarsh & McLennan Companies$22,731$966 ▼-4.1%110,3541.6%FinanceTMOThermo Fisher Scientific$22,347$41 ▲0.2%38,4491.6%MedicalROPRoper Technologies$22,093$463 ▼-2.1%39,3931.6%Computer and TechnologySYKStryker$21,898$338 ▼-1.5%61,1901.6%MedicalSPGIS&P Global$21,848$591 ▲2.8%51,3531.6%Business ServicesAPDAir Products and Chemicals$20,986$657 ▲3.2%86,6221.5%Basic MaterialsADBEAdobe$18,166$492 ▲2.8%36,0011.3%Computer and TechnologyADPAutomatic Data Processing$17,931$468 ▼-2.5%71,7991.3%Business ServicesCVXChevron$17,645$80 ▲0.5%111,8601.3%Oils/EnergyNEENextEra Energy$17,618$1,555 ▲9.7%275,6721.3%UtilitiesNOWServiceNow$17,206$27 ▲0.2%22,5681.2%Computer and TechnologyNKENIKE$15,012$252 ▼-1.7%159,7411.1%Consumer DiscretionaryIDXXIDEXX Laboratories$14,611$68 ▼-0.5%27,0601.1%MedicalJNJJohnson & Johnson$14,217$169 ▼-1.2%89,8741.0%MedicalABBVAbbVie$14,085$362 ▼-2.5%77,3481.0%MedicalTERTeradyne$12,605$836 ▲7.1%111,7200.9%Computer and TechnologyMKCMcCormick & Company, Incorporated$12,351$892 ▲7.8%160,8040.9%Consumer StaplesETNEaton$11,438$75 ▲0.7%36,5790.8%Industrial ProductsPGProcter & Gamble$11,068$141 ▼-1.3%68,2170.8%Consumer StaplesPEPPepsiCo$10,615$8 ▲0.1%60,6510.8%Consumer StaplesDISWalt Disney$10,605$319 ▲3.1%86,6740.8%Consumer DiscretionaryPANWPalo Alto Networks$10,527$2,802 ▲36.3%37,0510.8%Computer and TechnologyCVSCVS Health$10,473$95 ▼-0.9%131,3050.8%Retail/WholesaleXYLXylem$10,331$280 ▼-2.6%79,9400.7%Industrial ProductsLECOLincoln Electric$10,045$202 ▼-2.0%39,3230.7%Industrial ProductsABTAbbott Laboratories$9,959$222 ▼-2.2%87,6240.7%MedicalNSRGYNestlé$9,887$226 ▼-2.2%93,0970.7%Consumer StaplesCOSTCostco Wholesale$9,599$378 ▼-3.8%13,1020.7%Retail/WholesaleJPMJPMorgan Chase & Co.$9,493$314 ▼-3.2%47,3940.7%FinanceMCDMcDonald's$9,3800.0%33,2700.7%Retail/WholesaleDHRDanaher$9,365$126 ▼-1.3%37,5000.7%Multi-Sector ConglomeratesEOGEOG Resources$9,297$1,237 ▲15.3%72,7260.7%Oils/EnergySHWSherwin-Williams$9,236$402 ▼-4.2%26,5910.7%ConstructionVIGVanguard Dividend Appreciation ETF$8,969$134 ▲1.5%49,1180.6%ETFMDYSPDR S&P MidCap 400 ETF Trust$8,964$352 ▼-3.8%16,1110.6%ETFHDHome Depot$8,671$82 ▼-0.9%22,6040.6%Retail/WholesaleVXFVanguard Extended Market ETF$8,428$89 ▲1.1%48,0880.6%ETFVCSHVanguard Short-Term Corporate Bond ETF$8,330$152 ▼-1.8%107,7490.6%ETFGOOGLAlphabet$8,310$280 ▼-3.3%55,0600.6%Computer and TechnologyVRPInvesco Variable Rate Preferred ETF$7,665$416 ▼-5.2%322,4740.6%ETFTELTE Connectivity$7,561$764 ▼-9.2%52,0590.5%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$7,500$46 ▼-0.6%67,8580.5%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$7,406$127 ▼-1.7%154,6430.5%ManufacturingBSVVanguard Short-Term Bond ETF$7,170$668 ▼-8.5%93,5170.5%ETFJPSTJPMorgan Ultra-Short Income ETF$7,109$866 ▼-10.9%140,9090.5%ETFPHParker-Hannifin$6,872$702 ▼-9.3%12,3650.5%Industrial ProductsMRKMerck & Co., Inc.$6,796$8 ▼-0.1%51,5070.5%MedicalVTIVanguard Total Stock Market Index Fund ETF Shares$5,920$227 ▲4.0%22,7780.4%ETFNVONovo Nordisk A/S$5,907$390 ▼-6.2%46,0040.4%MedicalLOWLowe's Companies$5,792$25 ▼-0.4%22,7380.4%Retail/WholesaleVOOVanguard S&P 500 ETF$5,784$893 ▲18.3%12,0320.4%ETFIVViShares Core S&P 500 ETF$5,599$67 ▲1.2%10,6490.4%ETFHUBBHubbell$4,931$113 ▼-2.2%11,8800.4%Industrial ProductsADIAnalog Devices$4,735$48 ▼-1.0%23,9400.3%Computer and TechnologyGISGeneral Mills$4,709$336 ▼-6.7%67,3010.3%Consumer StaplesNVDANVIDIA$4,577$342 ▲8.1%5,0660.3%Computer and TechnologyLLYEli Lilly and Company$4,346$280 ▼-6.1%5,5870.3%MedicalVGSHVanguard Short-Term Treasury Index ETF$4,2140.0%72,5760.3%ETFQQQInvesco QQQ$4,160$2 ▲0.1%9,3700.3%FinanceWMWaste Management$3,769$116 ▼-3.0%17,6820.3%Business ServicesRPMRPM International$3,694$199 ▼-5.1%31,0550.3%ConstructionCMCSAComcast$3,627$222 ▲6.5%83,6760.3%Consumer DiscretionaryVZVerizon Communications$3,604$23 ▼-0.6%85,8920.3%Computer and TechnologyCLXClorox$3,585$62 ▲1.8%23,4140.3%Consumer StaplesMOATVanEck Morningstar Wide Moat ETF$3,563$528 ▲17.4%39,6300.3%ETFIJHiShares Core S&P Mid-Cap ETF$3,518$2,828 ▲410.1%57,9140.3%ETFTJXTJX Companies$3,471$1,189 ▲52.1%34,2230.2%Retail/WholesaleXOMExxon Mobil$3,363$73 ▼-2.1%28,9320.2%Oils/EnergyTTTrane Technologies$3,333$229 ▼-6.4%11,1040.2%Business ServicesFDXFedEx$3,3150.0%11,4420.2%TransportationNSCNorfolk Southern$3,232$13 ▼-0.4%12,6800.2%TransportationBIVVanguard Intermediate-Term Bond ETF$3,170$764 ▲31.7%42,0450.2%ETFITWIllinois Tool Works$3,170$13 ▼-0.4%11,8150.2%Industrial ProductsQCOMQUALCOMM$3,146$220 ▼-6.5%18,5800.2%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$3,050$42 ▼-1.4%60,7850.2%ETFKOCoca-Cola$2,904$4 ▼-0.1%47,4740.2%Consumer StaplesAXPAmerican Express$2,637$460 ▼-14.9%11,5800.2%FinanceVVVanguard Large-Cap ETF$2,587$3 ▼-0.1%10,7910.2%ETFIBTEiShares iBonds Dec 2024 Term Treasury ETF$2,574$61 ▼-2.3%107,5050.2%ManufacturingMDTMedtronic$2,513$27 ▲1.1%28,8320.2%MedicalTGTTarget$2,490$80 ▼-3.1%14,0510.2%Retail/WholesaleBDXBecton, Dickinson and Company$2,459$70 ▼-2.7%9,9380.2%MedicalAMGNAmgen$2,408$13 ▼-0.6%8,4680.2%MedicalVEUVanguard FTSE All-World ex-US ETF$2,398$60 ▼-2.4%40,8880.2%ETFShowing largest 100 holdings. 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