Boston Family Office LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 12, 2024), Boston Family Office LLC reported 265 stock positions worth $1.4 billion. Its top holding was Apple (AAPL) at 4.9% of the portfolio, followed by Microsoft (MSFT, 4.4%) and Amazon.com (AMZN, 3.5%). Compared with Q1 2024, it opened 15 new positions, sold out of 14, added to 51 and reduced 119. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +140%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −22%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001039807
- Portfolio Value
- $1.4B (Q2 2024)
- SEC Filing
- 0001039807-24-000006 ↗ filed Aug 12, 2024
Holdings Value
Holdings 265 stocks · $1.4B
| AAPL Apple Inc. | 4.94% | 325,403 | $68.5M | Reduce -1.2% |
| MSFT Microsoft Corp. | 4.36% | 135,429 | $60.5M | Add +0.5% |
| AMZN Amazon.com Inc. | 3.47% | 249,517 | $48.2M | Reduce -1.1% |
| GOOG Alphabet Inc. Class C | 2.78% | 210,056 | $38.5M | Reduce -0.1% |
| V Visa Inc. Class A | 2.64% | 139,743 | $36.7M | Reduce -0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.26% | 57,554 | $31.3M | Reduce -21.9% |
| ANSS Ansys Inc. | 2.23% | 96,384 | $31.0M | Reduce -0.7% |
| UNP Union Pacific Corp. | 2.16% | 132,319 | $29.9M | Reduce -0.5% |
| IQV Iqvia Holdings Inc. | 2.07% | 136,037 | $28.8M | Reduce -0.8% |
| AMT American Tower Corp. | 1.82% | 129,625 | $25.2M | Add +0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.81% | 61,651 | $25.1M | Reduce -0.2% |
| ATR Aptargroup Inc. | 1.77% | 174,086 | $24.5M | Reduce -6.7% |
| ZBRA Zebra Technologies Corp. Class A | 1.76% | 79,121 | $24.4M | Reduce -1.9% |
| ECL Ecolab Inc. | 1.73% | 100,851 | $24.0M | Reduce -0.9% |
| CRM Salesforce Inc. | 1.69% | 90,994 | $23.4M | Reduce -0.4% |
| SPGI S&P Global Inc. | 1.68% | 52,270 | $23.3M | Add +1.8% |
| MRSH Marsh & McLennan Cos | 1.65% | 108,946 | $23.0M | Reduce -1.3% |
| ROK Rockwell Automation Inc. | 1.65% | 83,057 | $22.9M | Add +0.0% |
| ADBE Adobe Inc. | 1.63% | 40,813 | $22.7M | Add +13.4% |
| APD Air Products & Chemicals Inc. | 1.63% | 87,638 | $22.6M | Add +1.2% |
| TMO Thermo Fisher Scientific Inc. | 1.60% | 40,228 | $22.2M | Add +4.6% |
| ROP Roper Technologies Inc. | 1.59% | 39,074 | $22.0M | Reduce -0.8% |
| SYK Stryker Corp. | 1.55% | 63,102 | $21.5M | Add +3.1% |
| NEE Nextera Energy Inc. | 1.47% | 288,921 | $20.5M | Add +4.8% |
| CVX Chevron Corp. | 1.28% | 113,615 | $17.8M | Add +1.6% |
| NOW ServiceNow Inc. | 1.27% | 22,458 | $17.7M | Reduce -0.5% |
| ADP Automatic Data Processing | 1.23% | 71,300 | $17.0M | Reduce -0.7% |
| TER Teradyne Inc. | 1.18% | 110,520 | $16.4M | Reduce -1.1% |
| PANW Palo Alto Networks Inc. | 1.14% | 46,764 | $15.9M | Add +26.2% |
| VOO Vanguard S&P 500 ETF | 1.04% | 28,830 | $14.4M | Add +139.6% |
| MKC McCormick & Co.-Non VTG SHRS | 1.01% | 197,608 | $14.0M | Add +22.9% |
| JNJ Johnson & Johnson | 0.95% | 89,846 | $13.1M | Reduce -0.0% |
| IDXX Idexx Laboratories Inc. | 0.95% | 26,927 | $13.1M | Reduce -0.5% |
| ABBV Abbvie Inc. | 0.93% | 74,866 | $12.8M | Reduce -3.2% |
| NKE Nike Inc. Class B | 0.86% | 158,899 | $12.0M | Reduce -0.5% |
| ETN Eaton Corp. PLC | 0.84% | 37,027 | $11.6M | Add +1.2% |
| COST Costco Wholesale Corp. | 0.79% | 12,923 | $11.0M | Reduce -1.4% |
| PG The Procter & Gamble Co. | 0.79% | 66,276 | $10.9M | Reduce -2.9% |
| XYL Xylem Inc. | 0.77% | 79,124 | $10.7M | Reduce -1.0% |
| GOOGL Alphabet Inc. Class A | 0.72% | 54,752 | $10.0M | Reduce -0.6% |
| PEP Pepsico Inc. | 0.70% | 58,906 | $9.7M | Reduce -2.9% |
| VTIP Vanguard Short-Term Tips | 0.69% | 197,922 | $9.6M | Add +28.0% |
| EOG EOG Resources Inc. | 0.69% | 76,173 | $9.6M | Add +4.7% |
| DHR Danaher Corp. | 0.68% | 37,607 | $9.4M | Add +0.3% |
| JPM JPMorgan Chase & Co. | 0.68% | 46,449 | $9.4M | Reduce -2.0% |
| VIG Vanguard Dividend Apprec ETF | 0.66% | 50,104 | $9.1M | Add +2.0% |
| ABT Abbott Laboratories | 0.65% | 86,839 | $9.0M | Reduce -0.9% |
| VXF Vanguard Extended Market ETF | 0.63% | 51,832 | $8.7M | Add +7.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.63% | 87,854 | $8.7M | Add +1.4% |
| NSRGY Nestle SA-Spons ADR | 0.62% | 84,477 | $8.7M | Reduce -9.3% |
| HD Home Depot Inc. | 0.56% | 22,491 | $7.7M | Reduce -0.5% |
| MDY State Street SPDR S&P Midcap | 0.56% | 14,416 | $7.7M | Reduce -10.5% |
| SHW The Sherwin-Williams Co. | 0.55% | 25,763 | $7.7M | Reduce -3.1% |
| LECO Lincoln Electric Holdings | 0.53% | 38,858 | $7.3M | Reduce -1.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.51% | 91,960 | $7.1M | Reduce -14.7% |
| MCD McDonald's Corp. | 0.51% | 27,677 | $7.1M | Reduce -16.8% |
| MRK Merck & Co. Inc. | 0.48% | 53,624 | $6.6M | Add +4.1% |
| IJR iShares Core S&P Small-Cap E | 0.48% | 62,065 | $6.6M | Reduce -8.5% |
| TEL Te Connectivity Ltd. | 0.46% | 42,417 | $6.4M | Reduce -18.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.45% | 23,345 | $6.2M | Add +2.5% |
| NVDA Nvidia Corp. | 0.45% | 50,090 | $6.2M | Reduce -1.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.44% | 43,244 | $6.2M | Reduce -6.0% |
| BSV Vanguard Short-Term Bond ETF | 0.42% | 76,887 | $5.9M | Reduce -17.8% |
| PH Parker Hannifin Corp. | 0.42% | 11,442 | $5.8M | Reduce -7.5% |
| VRP Invesco Variable Rate Prefer | 0.39% | 223,187 | $5.3M | Reduce -30.8% |
| ADI Analog Devices Inc. | 0.38% | 22,988 | $5.2M | Reduce -4.0% |
| LLY Eli Lilly & Co. | 0.36% | 5,567 | $5.0M | Reduce -0.4% |
| LOW Lowe's Cos Inc. | 0.36% | 22,688 | $5.0M | Reduce -0.2% |
| JPST JPMorgan Ultra-Short Income | 0.36% | 97,936 | $4.9M | Reduce -30.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.36% | 44,831 | $4.9M | Add +31.0% |
| CVS CVS Health Corp. | 0.35% | 82,384 | $4.9M | Reduce -37.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.32% | 9,347 | $4.5M | Reduce -0.3% |
| IVV iShares Core S&P 500 ETF | 0.32% | 8,039 | $4.4M | Reduce -24.5% |
| VGSH Vanguard Short-Term Treasury | 0.31% | 74,097 | $4.3M | Add +2.1% |
| GIS General Mills Inc. | 0.31% | 67,301 | $4.3M | No change |
| HUBB Hubbell Inc. | 0.30% | 11,403 | $4.2M | Reduce -4.0% |
| BIV Vanguard Intermediate-Term B | 0.28% | 51,076 | $3.8M | Add +21.5% |
| WM Waste Management Inc. | 0.27% | 17,637 | $3.8M | Reduce -0.3% |
| IBTF iShares Ibonds Dec 2025 Term | 0.27% | 159,085 | $3.7M | Add +66.1% |
| XOM Exxon Mobil Corp. | 0.26% | 31,856 | $3.7M | Add +10.1% |
| QCOM Qualcomm Inc. | 0.26% | 18,145 | $3.6M | Reduce -2.3% |
| TT Trane Technologies PLC | 0.26% | 10,982 | $3.6M | Reduce -1.1% |
| VZ Verizon Communications Inc. | 0.25% | 84,906 | $3.5M | Reduce -1.1% |
| MOAT Vaneck Morningstar Wide Moat | 0.25% | 40,049 | $3.5M | Add +1.1% |
| RPM RPM International Inc. | 0.24% | 31,020 | $3.3M | Reduce -0.1% |
| IBTG iShares Ibonds Dec 2026 Term | 0.24% | 145,578 | $3.3M | Add +89.8% |
| ASML ASML Holding NV-NY Reg SHS | 0.23% | 3,160 | $3.2M | New |
| CMCSA Comcast Corp. Class A | 0.23% | 82,276 | $3.2M | Reduce -1.7% |
| CLX Clorox Company | 0.23% | 23,105 | $3.2M | Reduce -1.3% |
| IJH iShares Core S&P Midcap ETF | 0.23% | 53,742 | $3.1M | Reduce -7.2% |
| KO The Coca-Cola Co. | 0.22% | 47,235 | $3.0M | Reduce -0.5% |
| ITW Illinois Tool Works | 0.21% | 12,130 | $2.9M | Add +2.7% |
| WELL Welltower Inc. | 0.19% | 25,801 | $2.7M | Add +0.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.19% | 10,674 | $2.7M | Reduce -1.1% |
| AXP American Express Co. | 0.19% | 11,430 | $2.6M | Reduce -1.3% |
| FDX FedEx Corp. | 0.19% | 8,790 | $2.6M | Reduce -23.2% |
| AMGN Amgen Inc. | 0.19% | 8,416 | $2.6M | Reduce -0.6% |
| VEA Vanguard Ftse Developed ETF | 0.19% | 53,066 | $2.6M | Reduce -12.7% |
| UNH Unitedhealth Group Inc. | 0.18% | 5,013 | $2.6M | Add +4.6% |
| IBTE iShares Ibonds Dec 2024 Term | 0.18% | 104,040 | $2.5M | Reduce -3.2% |
Portfolio Sells Q1 2024 → Q2 2024
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -21.9% | 2.26% | −0.52 |
| IQV Iqvia Holdings Inc. | Reduce -0.8% | 2.07% | −0.42 |
| CVS CVS Health Corp. | Reduce -37.3% | 0.35% | −0.40 |
| CRM Salesforce Inc. | Reduce -0.4% | 1.69% | −0.29 |
| NKE Nike Inc. Class B | Reduce -0.5% | 0.86% | −0.22 |
| UNP Union Pacific Corp. | Reduce -0.5% | 2.16% | −0.20 |
| LECO Lincoln Electric Holdings | Reduce -1.2% | 0.53% | −0.19 |
| ANSS Ansys Inc. | Reduce -0.7% | 2.23% | −0.19 |
| V Visa Inc. Class A | Reduce -0.6% | 2.64% | −0.18 |
| MCD McDonald's Corp. | Reduce -16.8% | 0.51% | −0.17 |
| VRP Invesco Variable Rate Prefer | Reduce -30.8% | 0.39% | −0.17 |
| ATR Aptargroup Inc. | Reduce -6.7% | 1.77% | −0.17 |
| JPST JPMorgan Ultra-Short Income | Reduce -30.5% | 0.36% | −0.16 |
| FLOT iShares Floating Rate Bond E | Reduce -84.8% | 0.02% | −0.12 |
| SHW The Sherwin-Williams Co. | Reduce -3.1% | 0.55% | −0.11 |
| IDXX Idexx Laboratories Inc. | Reduce -0.5% | 0.95% | −0.11 |
| DEO Diageo PLC-Sponsored ADR | Reduce -60.9% | 0.05% | −0.09 |
| BSV Vanguard Short-Term Bond ETF | Reduce -17.8% | 0.42% | −0.09 |
| MDY State Street SPDR S&P Midcap | Reduce -10.5% | 0.56% | −0.09 |
| ABBV Abbvie Inc. | Reduce -3.2% | 0.93% | −0.09 |
| NSRGY Nestle SA-Spons ADR | Reduce -9.3% | 0.62% | −0.09 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -14.7% | 0.51% | −0.09 |
| IVV iShares Core S&P 500 ETF | Reduce -24.5% | 0.32% | −0.09 |
| SEDG Solaredge Technologies Inc. | Reduce -34.0% | 0.03% | −0.08 |
| TEL Te Connectivity Ltd. | Reduce -18.5% | 0.46% | −0.08 |
| DLTR Dollar Tree Inc. | Reduce -44.0% | 0.07% | −0.08 |
| PH Parker Hannifin Corp. | Reduce -7.5% | 0.42% | −0.08 |
| JNJ Johnson & Johnson | Reduce -0.0% | 0.95% | −0.08 |
| NSC Norfolk Southern Corp. | Reduce -17.4% | 0.16% | −0.07 |
| ABT Abbott Laboratories | Reduce -0.9% | 0.65% | −0.07 |
| HD Home Depot Inc. | Reduce -0.5% | 0.56% | −0.07 |
| ADP Automatic Data Processing | Reduce -0.7% | 1.23% | −0.06 |
| PEP Pepsico Inc. | Reduce -2.9% | 0.70% | −0.06 |
| IJR iShares Core S&P Small-Cap E | Reduce -8.5% | 0.48% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.2% | 1.81% | −0.06 |
| LOW Lowe's Cos Inc. | Reduce -0.2% | 0.36% | −0.06 |
| HUBB Hubbell Inc. | Reduce -4.0% | 0.30% | −0.05 |
| FDX FedEx Corp. | Reduce -23.2% | 0.19% | −0.05 |
| BDX Becton Dickinson and Co. | Reduce -23.0% | 0.13% | −0.05 |
| INTC Intel Corp. | Reduce -7.3% | 0.09% | −0.05 |
| MIDD Middleby Corp. | Sold out | 0.00% | −0.04 |
| WOLF Wolfspeed Inc. | Sold out | 0.00% | −0.04 |
| TGT Target Corp. | Reduce -4.4% | 0.14% | −0.04 |
| CLX Clorox Company | Reduce -1.3% | 0.23% | −0.03 |
| VEA Vanguard Ftse Developed ETF | Reduce -12.7% | 0.19% | −0.03 |
| BLV Vanguard Long-Term Bond ETF | Sold out | 0.00% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -1.7% | 0.23% | −0.03 |
| MDT Medtronic PLC | Reduce -6.7% | 0.15% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -7.2% | 0.23% | −0.03 |
| K Kellanova | Reduce -39.7% | 0.04% | −0.03 |
Portfolio Buys Q1 2024 → Q2 2024
| VOO Vanguard S&P 500 ETF | Add +139.6% | 1.04% | +0.62 |
| PANW Palo Alto Networks Inc. | Add +26.2% | 1.14% | +0.39 |
| ADBE Adobe Inc. | Add +13.4% | 1.63% | +0.33 |
| MSFT Microsoft Corp. | Add +0.5% | 4.36% | +0.28 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.23% | +0.23 |
| NEE Nextera Energy Inc. | Add +4.8% | 1.47% | +0.21 |
| VTIP Vanguard Short-Term Tips | Add +28.0% | 0.69% | +0.16 |
| MKC McCormick & Co.-Non VTG SHRS | Add +22.9% | 1.01% | +0.12 |
| APD Air Products & Chemicals Inc. | Add +1.2% | 1.63% | +0.12 |
| IBTH iShares Ibonds Dec 2027 Term | New | 0.12% | +0.12 |
| IBTG iShares Ibonds Dec 2026 Term | Add +89.8% | 0.24% | +0.11 |
| SPGI S&P Global Inc. | Add +1.8% | 1.68% | +0.11 |
| IBTI iShares Ibonds Dec 2028 Term | New | 0.11% | +0.11 |
| IBTF iShares Ibonds Dec 2025 Term | Add +66.1% | 0.27% | +0.11 |
| TJX TJX Companies Inc. | Add +31.0% | 0.36% | +0.11 |
| IBTJ iShares Ibonds Dec 2029 Term | New | 0.10% | +0.10 |
| IBTL iShares Ibonds Dec 2031 Term | New | 0.09% | +0.09 |
| IBTK iShares Ibonds Dec 2030 Trea | New | 0.09% | +0.09 |
| BIV Vanguard Intermediate-Term B | Add +21.5% | 0.28% | +0.05 |
| PODD Insulet Corp. | New | 0.03% | +0.03 |
| MRNA Moderna Inc. | Add +117.0% | 0.04% | +0.03 |
| VXF Vanguard Extended Market ETF | Add +7.8% | 0.63% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.5% | 0.45% | +0.02 |
| FISV Fiserv Inc. | Add +57.9% | 0.07% | +0.02 |
| XOM Exxon Mobil Corp. | Add +10.1% | 0.26% | +0.02 |
| EOG EOG Resources Inc. | Add +4.7% | 0.69% | +0.02 |
| WELL Welltower Inc. | Add +0.8% | 0.19% | +0.02 |
| IAU iShares Gold Trust | Add +67.8% | 0.05% | +0.02 |
| IVW iShares S&P 500 Growth ETF | Add +2.2% | 0.17% | +0.02 |
| SHV iShares 0-1 Year Treasury Bo | New | 0.02% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 0.02% | +0.02 |
| TIP iShares Tips Bond ETF | New | 0.02% | +0.02 |
| FSLR First Solar Inc. | New | 0.02% | +0.02 |
| NYT New York Times Co. Class A | New | 0.02% | +0.02 |
| NFLX Netflix Inc. | New | 0.02% | +0.02 |
| MCK McKesson Corp. | New | 0.01% | +0.01 |
| MCO Moody's Corp. | New | 0.01% | +0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +2.0% | 0.66% | +0.01 |
| ETN Eaton Corp. PLC | Add +1.2% | 0.84% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +4.6% | 0.18% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +13.8% | 0.12% | +0.01 |
| CVX Chevron Corp. | Add +1.6% | 1.28% | +0.01 |
| VGSH Vanguard Short-Term Treasury | Add +2.1% | 0.31% | +0.01 |
| AWK American Water Works Co. Inc. | Add +5.6% | 0.05% | +0.01 |
| KMI Kinder Morgan Inc. | Add +2.8% | 0.04% | +0.00 |
| MCHP Microchip Technology Inc. | Add +5.3% | 0.06% | +0.00 |
| MO Altria Group Inc. | Add +4.5% | 0.05% | +0.00 |
| PFE Pfizer Inc. | Add +1.7% | 0.14% | +0.00 |
| DHR Danaher Corp. | Add +0.3% | 0.68% | +0.00 |
| VEU Vanguard Ftse All-World Ex-U | Add +1.1% | 0.17% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 314 | $1.6B | AAPL, VOO, GOOG, AMZN, MSFT |
| Q1 2026 | 310 | $1.5B | AAPL, GOOG, AMZN, MSFT, VOO |
| Q4 2025 | 310 | $1.6B | AAPL, MSFT, GOOG, AMZN, V |
| Q3 2025 | 296 | $1.6B | AAPL, MSFT, AMZN, GOOG, V |
| Q2 2025 | 285 | $1.5B | MSFT, AAPL, AMZN, V, GOOG |
| Q1 2025 | 280 | $1.4B | AAPL, MSFT, V, AMZN, GOOG |
| Q4 2024 | 274 | $1.5B | AAPL, MSFT, AMZN, V, GOOG |
| Q3 2024 | 276 | $1.5B | AAPL, MSFT, AMZN, V, GOOG |
| Q2 2024 | 265 | $1.4B | AAPL, MSFT, AMZN, GOOG, V |
| Q1 2024 | 264 | $1.4B | MSFT, AAPL, AMZN, V, SPY |