Boston Family Office LLC Top Holdings and 13F Report (2025) About Boston Family Office LLCInvestment ActivityBoston Family Office LLC has $1.51 million in total holdings as of June 30, 2025.Boston Family Office LLC owns shares of 286 different stocks, but just 65 companies or ETFs make up 80% of its holdings.Approximately 3.15% of the portfolio was purchased this quarter.About 1.48% of the portfolio was sold this quarter.This quarter, Boston Family Office LLC has purchased 281 new stocks and bought additional shares in 86 stocks.Boston Family Office LLC sold shares of 109 stocks and completely divested from 12 stocks this quarter.Largest Holdings Microsoft $69,674Apple $61,122Amazon.com $56,532Visa $49,235Alphabet $37,065 Largest New Holdings this Quarter 922040852 - Vanguard Instl Index (FD Ultra-Short Trea) $1,478 Holding77664L207 - Root $879 HoldingH1467J104 - Chubb $528 Holding942622200 - Watsco $369 Holding363576109 - Arthur J. Gallagher & Co. $368 Holding Largest Purchases this Quarter TE Connectivity PLC 31,683 shares (about $5.34K)Eli Lilly and Company 3,755 shares (about $2.93K)Vanguard Total Stock Market ETF 7,627 shares (about $2.32K)Amazon.com 9,746 shares (about $2.14K)Vanguard Core Bond ETF 25,403 shares (about $1.97K) Largest Sales this Quarter IQVIA 10,147 shares (about $1.60K)Zebra Technologies 4,690 shares (about $1.45K)Johnson & Johnson 7,722 shares (about $1.18K)Teradyne 11,405 shares (about $1.03K)Vanguard Intermediate-Term Bond ETF 12,659 shares (about $979.14) 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$69,674$840 ▲1.2%140,0804.6%Computer and TechnologyAAPLApple$61,122$43 ▲0.1%297,9884.1%Computer and TechnologyAMZNAmazon.com$56,532$2,138 ▲3.9%257,6423.8%Retail/WholesaleVVisa$49,235$461 ▲0.9%138,6803.3%Business ServicesGOOGAlphabet$37,065$51 ▲0.1%208,9312.5%Computer and TechnologyVOOVanguard S&P 500 ETF$32,414$1,178 ▲3.8%57,0652.2%ETFANSSANSYS$32,335$388 ▼-1.2%92,0722.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$30,344$181 ▼-0.6%49,1122.0%FinanceUNPUnion Pacific$29,147$54 ▼-0.2%126,6701.9%TransportationBRK.BBerkshire Hathaway$28,680$232 ▼-0.8%59,0401.9%FinanceSPGIS&P Global$28,034$246 ▲0.9%53,1811.9%FinanceAMTAmerican Tower$27,808$163 ▼-0.6%125,8461.8%FinanceNOWServiceNow$26,571$453 ▲1.7%25,8471.8%Computer and TechnologySYKStryker$26,266$745 ▲2.9%66,3911.7%MedicalECLEcolab$26,019$29 ▼-0.1%96,5721.7%Basic MaterialsATRAptarGroup$25,519$530 ▼-2.0%163,1381.7%IndustrialsROKRockwell Automation$25,260$183 ▲0.7%76,0471.7%Computer and TechnologyCRMSalesforce$24,518$33 ▼-0.1%89,9101.6%Computer and TechnologyAPDAir Products and Chemicals$23,558$362 ▼-1.5%83,5211.6%Basic MaterialsMMCMarsh & McLennan Companies$23,017$45 ▼-0.2%105,2931.5%FinanceADPAutomatic Data Processing$22,716$474 ▲2.1%73,6651.5%Computer and TechnologyPANWPalo Alto Networks$22,604$787 ▲3.6%110,5091.5%Computer and TechnologyROPRoper Technologies$20,107$326 ▼-1.6%35,4731.3%Computer and TechnologyNVDANVIDIA$20,104$199 ▲1.0%127,2471.3%Computer and TechnologyIQVIQVIA$19,542$1,599 ▼-7.6%124,0071.3%MedicalNEENextEra Energy$19,337$59 ▲0.3%278,4811.3%UtilitiesTMOThermo Fisher Scientific$16,699$479 ▲3.0%41,1811.1%MedicalCVXChevron$16,341$402 ▲2.5%114,1161.1%EnergyZBRAZebra Technologies$16,106$1,446 ▼-8.2%52,2301.1%IndustrialsADBEAdobe$15,478$443 ▼-2.8%40,0081.0%Computer and TechnologyIDXXIDEXX Laboratories$14,975$392 ▼-2.6%27,9271.0%MedicalMKCMcCormick & Company, Incorporated$14,946$36 ▼-0.2%197,1261.0%Consumer StaplesETNEaton$14,924$78 ▲0.5%41,8191.0%IndustrialsJPMJPMorgan Chase & Co.$13,395$210 ▼-1.5%46,2110.9%FinanceABBVAbbVie$13,361$108 ▼-0.8%72,0350.9%MedicalVXFVanguard Extended Market ETF$12,645$654 ▲5.5%65,6160.8%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$12,610$1,156 ▲10.1%250,8360.8%ManufacturingCOSTCostco Wholesale$12,553$289 ▲2.4%12,6810.8%Retail/WholesaleJNJJohnson & Johnson$11,837$1,179 ▼-9.1%77,4970.8%MedicalXYLXylem$11,652$414 ▲3.7%90,0840.8%Business ServicesABTAbbott Laboratories$11,495$75 ▼-0.6%84,5640.8%MedicalVIGVanguard Dividend Appreciation ETF$11,183$327 ▲3.0%54,6380.7%ETFGOOGLAlphabet$10,420$721 ▲7.4%59,1300.7%Computer and TechnologyDISWalt Disney$9,778$119 ▼-1.2%78,8630.6%Consumer DiscretionaryPGProcter & Gamble$9,704$211 ▼-2.1%60,9070.6%Consumer StaplesVTIVanguard Total Stock Market ETF$9,343$2,318 ▲33.0%30,7400.6%ETFNKENIKE$9,264$283 ▼-3.0%130,3870.6%Consumer DiscretionaryEOGEOG Resources$8,782$94 ▼-1.1%73,4150.6%EnergyPEPPepsiCo$8,586$145 ▲1.7%65,0230.6%Consumer StaplesSHWSherwin-Williams$8,316$110 ▼-1.3%24,2200.6%Basic MaterialsDHRDanaher$7,953$552 ▲7.5%40,2600.5%MedicalPHParker-Hannifin$7,857$8 ▼-0.1%11,2490.5%IndustrialsMCDMcDonald's$7,669$63 ▼-0.8%26,2500.5%Retail/WholesaleHDHome Depot$7,503$124 ▼-1.6%20,4640.5%Retail/WholesaleNFLXNetflix$7,377$1,521 ▲26.0%5,5090.5%Consumer DiscretionaryMDYSPDR S&P MidCap 400 ETF Trust$7,319$10 ▼-0.1%12,9200.5%ETFLECOLincoln Electric$7,210$60 ▼-0.8%34,7750.5%IndustrialsVCSHVanguard Short-Term Corporate Bond ETF$7,110$115 ▲1.6%89,4450.5%ETFLLYEli Lilly and Company$7,045$2,927 ▲71.1%9,0370.5%MedicalIJRiShares Core S&P Small-Cap ETF$6,451$42 ▼-0.7%59,0230.4%ETFTJXTJX Companies$6,341$187 ▲3.0%51,3480.4%Retail/WholesaleASMLASML$6,295$334 ▲5.6%7,8560.4%Computer and TechnologyTE Connectivity PLC$6,171$5,341 ▲643.3%36,6080.4%ORD SHSVRPInvesco Variable Rate Preferred ETF$5,955$252 ▲4.4%243,5810.4%ETFMOATVanEck Morningstar Wide Moat ETF$5,500$205 ▼-3.6%58,6410.4%ETFNSRGYNestle$5,441$89 ▼-1.6%54,7990.4%Consumer StaplesZTSZoetis$5,367$180 ▲3.5%34,4150.4%MedicalTERTeradyne$5,303$1,025 ▼-16.2%58,9790.4%Computer and TechnologyIBTGiShares iBonds Dec 2026 Term Treasury ETF$5,191$585 ▲12.7%226,3790.3%ManufacturingADIAnalog Devices$5,024$247 ▼-4.7%21,1090.3%Computer and TechnologyBSVVanguard Short-Term Bond ETF$5,019$543 ▼-9.8%63,7730.3%ETFIBTHiShares iBonds Dec 2027 Term Treasury ETF$4,990$622 ▲14.2%221,8790.3%ManufacturingTTTrane Technologies$4,941$22 ▼-0.4%11,2960.3%ConstructionQQQInvesco QQQ$4,795$4 ▲0.1%8,6930.3%FinancePalantir Technologies Inc$4,649$14 ▲0.3%34,1050.3%CL ALOWLowe's Companies$4,432$156 ▼-3.4%19,9750.3%Retail/WholesaleHUBBHubbell$4,336$31 ▼-0.7%10,6180.3%IndustrialsVanguard Core Bond ETF$4,309$1,971 ▲84.3%55,5460.3%CORE BD ETFAXPAmerican Express$4,188$22 ▼-0.5%13,1300.3%FinanceIVViShares Core S&P 500 ETF$4,103$23 ▲0.6%6,6070.3%ETFWMWaste Management$4,049$8 ▲0.2%17,6970.3%Business ServicesIBTIiShares iBonds Dec 2028 Term Treasury ETF$4,028$1,066 ▲36.0%180,1630.3%ManufacturingMRKMerck & Co., Inc.$3,967$29 ▼-0.7%50,1200.3%MedicalWELLWelltower$3,956$12 ▼-0.3%25,7530.3%FinanceVGSHVanguard Short-Term Treasury ETF$3,829$303 ▼-7.3%65,1370.3%ETFXOMExxon Mobil$3,678$47 ▲1.3%34,1220.2%EnergyMETAMeta Platforms$3,569$670 ▲23.1%4,8350.2%Computer and TechnologyGISGeneral Mills$3,404$70 ▼-2.0%65,7010.2%Consumer StaplesRPMRPM International$3,361$16 ▼-0.5%30,5850.2%Basic MaterialsIJHiShares Core S&P Mid-Cap ETF$3,329$56 ▼-1.7%53,6740.2%ETFJPSTJPMorgan Ultra-Short Income ETF$3,259$537 ▼-14.1%64,3130.2%ETFKOCocaCola$3,221$33 ▼-1.0%45,5270.2%Consumer StaplesORCLOracle$3,177$25 ▲0.8%14,5320.2%Computer and TechnologyIVWiShares S&P 500 Growth ETF$3,0170.0%27,3990.2%ETFVVVanguard Large-Cap ETF$2,9530.0%10,3500.2%ETFITWIllinois Tool Works$2,850$12 ▼-0.4%11,5210.2%IndustrialsVEAVanguard FTSE Developed Markets ETF$2,831$108 ▲4.0%49,6620.2%ETFQCOMQUALCOMM$2,751$32 ▼-1.1%17,2750.2%Computer and TechnologySNPSSynopsys$2,746$465 ▲20.4%5,3570.2%Computer and TechnologyCLXClorox$2,660$14 ▼-0.5%22,1560.2%Consumer StaplesShowing 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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