Boston Family Office LLC Top Holdings and 13F Report (2025) About Boston Family Office LLCInvestment ActivityBoston Family Office LLC has $1.41 million in total holdings as of March 31, 2025.Boston Family Office LLC owns shares of 281 different stocks, but just 64 companies or ETFs make up 80% of its holdings.Approximately 3.03% of the portfolio was purchased this quarter.About 2.66% of the portfolio was sold this quarter.This quarter, Boston Family Office LLC has purchased 275 new stocks and bought additional shares in 82 stocks.Boston Family Office LLC sold shares of 110 stocks and completely divested from 8 stocks this quarter.Largest Holdings Apple $66,145Microsoft $51,951Visa $48,147Amazon.com $47,165Alphabet $32,597 Largest New Holdings this Quarter 46436E296 - iShares iBonds Dec 2032 Term Treasury ETF $1,469 Holding336433107 - First Solar $1,027 Holding457642205 - Innodata $589 Holding14448C104 - Carrier Global $431 Holding68902V107 - Otis Worldwide $357 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 11,085 shares (about $5.70K)TE Connectivity PLC 29,548 shares (about $4.18K)Netflix 3,790 shares (about $3.53K)ServiceNow 3,136 shares (about $2.50K)iShares iBonds Dec 2032 Term Treasury ETF 64,193 shares (about $1.47K) Largest Sales this Quarter Apple 19,408 shares (about $4.31K)Teradyne 37,563 shares (about $3.10K)C.H. Robinson Worldwide 22,316 shares (about $2.28K)iShares iBonds Dec 2025 Term Treasury ETF 87,252 shares (about $2.04K)Comcast 37,831 shares (about $1.40K) 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 PortfolioSectorAAPLApple$66,145$4,311 ▼-6.1%297,7784.7%Computer and TechnologyMSFTMicrosoft$51,951$1,157 ▲2.3%138,3913.7%Computer and TechnologyVVisa$48,147$523 ▼-1.1%137,3813.4%Business ServicesAMZNAmazon.com$47,165$313 ▲0.7%247,8963.3%Retail/WholesaleGOOGAlphabet$32,597$30 ▲0.1%208,6452.3%Computer and TechnologyBRK.BBerkshire Hathaway$31,698$849 ▼-2.6%59,5172.2%FinanceUNPUnion Pacific$29,980$765 ▼-2.5%126,9032.1%TransportationANSSANSYS$29,496$574 ▼-1.9%93,1782.1%Computer and TechnologyVOOVanguard S&P 500 ETF$28,261$5,697 ▲25.2%54,9922.0%ETFSPYSPDR S&P 500 ETF Trust$27,636$1,084 ▼-3.8%49,4052.0%FinanceAMTAmerican Tower$27,545$215 ▼-0.8%126,5841.9%FinanceSPGIS&P Global$26,784$35 ▼-0.1%52,7141.9%Business ServicesMMCMarsh & McLennan Companies$25,745$406 ▼-1.6%105,5011.8%FinanceAPDAir Products and Chemicals$25,011$459 ▼-1.8%84,8051.8%Basic MaterialsATRAptarGroup$24,709$879 ▼-3.4%166,5281.7%IndustrialsECLEcolab$24,511$539 ▼-2.2%96,6811.7%Basic MaterialsCRMSalesforce$24,161$343 ▼-1.4%90,0321.7%Computer and TechnologySYKStryker$24,013$785 ▲3.4%64,5091.7%MedicalIQVIQVIA$23,651$138 ▼-0.6%134,1541.7%MedicalADPAutomatic Data Processing$22,037$477 ▲2.2%72,1281.6%Business ServicesROPRoper Technologies$21,253$1,044 ▼-4.7%36,0481.5%Computer and TechnologyNOWServiceNow$20,227$2,497 ▲14.1%25,4061.4%Computer and TechnologyTMOThermo Fisher Scientific$19,904$87 ▼-0.4%39,9991.4%MedicalNEENextEra Energy$19,682$303 ▼-1.5%277,6351.4%UtilitiesROKRockwell Automation$19,506$551 ▼-2.7%75,4951.4%Computer and TechnologyCVXChevron$18,621$159 ▼-0.8%111,3091.3%EnergyPANWPalo Alto Networks$18,201$702 ▲4.0%106,6611.3%Computer and TechnologyMKCMcCormick & Company, Incorporated$16,265$111 ▼-0.7%197,6041.2%Consumer StaplesZBRAZebra Technologies$16,083$574 ▼-3.4%56,9201.1%IndustrialsADBEAdobe$15,784$190 ▼-1.2%41,1541.1%Computer and TechnologyABBVAbbVie$15,215$186 ▼-1.2%72,6161.1%MedicalJNJJohnson & Johnson$14,133$289 ▼-2.0%85,2191.0%MedicalNVDANVIDIA$13,654$90 ▲0.7%125,9861.0%Computer and TechnologyIDXXIDEXX Laboratories$12,035$536 ▲4.7%28,6580.9%MedicalCOSTCostco Wholesale$11,717$93 ▼-0.8%12,3890.8%Retail/WholesaleJPMJPMorgan Chase & Co.$11,514$118 ▼-1.0%46,9370.8%FinanceVTIPVanguard Short-Term Inflation-Protected Securities ETF$11,369$635 ▲5.9%227,8450.8%ManufacturingETNEaton$11,308$824 ▲7.9%41,6010.8%IndustrialsABTAbbott Laboratories$11,290$258 ▼-2.2%85,1140.8%MedicalVXFVanguard Extended Market ETF$10,718$733 ▲7.3%62,2230.8%ETFPGProcter & Gamble$10,606$360 ▼-3.3%62,2330.8%Consumer StaplesXYLXylem$10,380$993 ▲10.6%86,8870.7%Business ServicesVIGVanguard Dividend Appreciation ETF$10,289$27 ▼-0.3%53,0380.7%ETFPEPPepsiCo$9,585$580 ▲6.4%63,9270.7%Consumer StaplesEOGEOG Resources$9,515$138 ▼-1.4%74,1970.7%EnergySHWSherwin-Williams$8,569$159 ▼-1.8%24,5410.6%Basic MaterialsNKENIKE$8,530$662 ▼-7.2%134,3670.6%Consumer DiscretionaryGOOGLAlphabet$8,511$17 ▼-0.2%55,0400.6%Computer and TechnologyMCDMcDonald's$8,267$40 ▼-0.5%26,4640.6%Retail/WholesaleDISWalt Disney$7,879$213 ▼-2.6%79,8240.6%Consumer DiscretionaryDHRDanaher$7,681$103 ▲1.4%37,4660.5%MedicalHDHome Depot$7,624$177 ▼-2.3%20,8030.5%Retail/WholesaleVCSHVanguard Short-Term Corporate Bond ETF$6,947$107 ▲1.6%87,9980.5%ETFMDYSPDR S&P MidCap 400 ETF Trust$6,902$397 ▼-5.4%12,9370.5%ETFPHParker-Hannifin$6,844$65 ▼-0.9%11,2600.5%IndustrialsLECOLincoln Electric$6,633$621 ▼-8.6%35,0640.5%IndustrialsVTIVanguard Total Stock Market ETF$6,352$44 ▲0.7%23,1130.4%ETFIJRiShares Core S&P Small-Cap ETF$6,213$30 ▼-0.5%59,4110.4%ETFTJXTJX Companies$6,069$520 ▲9.4%49,8310.4%Retail/WholesaleTERTeradyne$5,814$3,103 ▼-34.8%70,3840.4%Computer and TechnologyVRPInvesco Variable Rate Preferred ETF$5,655$116 ▲2.1%233,2930.4%ETFNSRGYNestlé$5,634$1,352 ▼-19.4%55,6920.4%Consumer StaplesBSVVanguard Short-Term Bond ETF$5,532$300 ▼-5.1%70,6680.4%ETFZTSZoetis$5,477$944 ▲20.8%33,2630.4%MedicalMOATVanEck Morningstar Wide Moat ETF$5,352$1,122 ▲26.5%60,8230.4%ETFASMLASML$4,929$309 ▲6.7%7,4390.3%Computer and TechnologyTE Connectivity PLC$4,872$4,176 ▲600.0%34,4730.3%ORD SHSLOWLowe's Companies$4,823$462 ▼-8.7%20,6800.3%Retail/WholesaleIBTGiShares iBonds Dec 2026 Term Treasury ETF$4,608$225 ▲5.1%200,8880.3%ManufacturingMRKMerck & Co., Inc.$4,532$21 ▼-0.5%50,4850.3%MedicalADIAnalog Devices$4,466$32 ▼-0.7%22,1450.3%Computer and TechnologyLLYEli Lilly and Company$4,3620.0%5,2820.3%MedicalIBTHiShares iBonds Dec 2027 Term Treasury ETF$4,354$313 ▲7.7%194,2150.3%ManufacturingVGSHVanguard Short-Term Treasury Index ETF$4,125$334 ▲8.8%70,2830.3%ETFWMWaste Management$4,089$13 ▲0.3%17,6620.3%Business ServicesNFLXNetflix$4,078$3,534 ▲650.1%4,3730.3%Consumer DiscretionaryQQQInvesco QQQ$4,073$145 ▼-3.4%8,6850.3%FinanceGISGeneral Mills$4,0090.0%67,0510.3%Consumer StaplesXOMExxon Mobil$4,006$315 ▲8.5%33,6870.3%EnergyWELLWelltower$3,958$123 ▼-3.0%25,8320.3%FinanceTTTrane Technologies$3,823$2 ▲0.0%11,3470.3%ConstructionJPSTJPMorgan Ultra-Short Income ETF$3,793$461 ▼-10.8%74,9130.3%ETFIVViShares Core S&P 500 ETF$3,692$611 ▼-14.2%6,5700.3%ETFRPMRPM International$3,5550.0%30,7350.3%ConstructionAXPAmerican Express$3,551$484 ▲15.8%13,2000.3%FinanceHUBBHubbell$3,538$235 ▼-6.2%10,6930.3%IndustrialsKOCoca-Cola$3,294$41 ▼-1.2%45,9970.2%Consumer StaplesCLXClorox$3,279$3 ▲0.1%22,2700.2%Consumer StaplesIJHiShares Core S&P Mid-Cap ETF$3,185$22 ▲0.7%54,5840.2%ETFBIVVanguard Intermediate-Term Bond ETF$3,164$348 ▼-9.9%41,3220.2%ETFUNHUnitedHealth Group$3,040$339 ▲12.5%5,8050.2%MedicalIBTIiShares iBonds Dec 2028 Term Treasury ETF$2,948$963 ▲48.6%132,4950.2%ManufacturingITWIllinois Tool Works$2,870$62 ▼-2.1%11,5710.2%IndustrialsPalantir Technologies Inc$2,870$84 ▼-2.9%34,0000.2%CL AQCOMQUALCOMM$2,6840.0%17,4750.2%Computer and TechnologyVVVanguard Large-Cap ETF$2,660$93 ▼-3.4%10,3500.2%ETFNVONovo Nordisk A/S$2,628$483 ▼-15.5%37,8480.2%MedicalIVWiShares S&P 500 Growth ETF$2,543$40 ▲1.6%27,3990.2%ETFVZVerizon Communications$2,536$597 ▼-19.1%55,9010.2%Computer and TechnologyAMGNAmgen$2,510$55 ▼-2.2%8,0560.2%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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