Boston Family Office LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Boston Family Office LLC reported 274 stock positions worth $1.5 billion. Its top holding was Apple (AAPL) at 5.5% of the portfolio, followed by Microsoft (MSFT, 3.9%) and Amazon.com (AMZN, 3.7%). Compared with Q3 2024, it opened 10 new positions, sold out of 12, added to 58 and reduced 118. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +48%) and the biggest sale American Tower (AMT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001039807
- Portfolio Value
- $1.5B (Q4 2024)
- SEC Filing
- 0001039807-25-000002 ↗ filed Feb 12, 2025
Holdings Value
Holdings 274 stocks · $1.5B
| AAPL Apple Inc. | 5.45% | 317,186 | $79.4M | Reduce -0.6% |
| MSFT Microsoft Corp. | 3.92% | 135,308 | $57.0M | Add +0.4% |
| AMZN Amazon.com Inc. | 3.71% | 246,252 | $54.0M | Reduce -1.1% |
| V Visa Inc. Class A | 3.01% | 138,872 | $43.9M | Reduce -1.3% |
| GOOG Alphabet Inc. Class C | 2.73% | 208,453 | $39.7M | Reduce -0.4% |
| ANSS Ansys Inc. | 2.20% | 94,992 | $32.0M | Reduce -0.8% |
| CRM Salesforce Inc. | 2.10% | 91,310 | $30.5M | Reduce -0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.07% | 51,342 | $30.1M | Reduce -10.5% |
| UNP Union Pacific Corp. | 2.04% | 130,141 | $29.7M | Reduce -1.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.90% | 61,112 | $27.7M | Reduce -0.1% |
| ATR Aptargroup Inc. | 1.86% | 172,452 | $27.1M | Reduce -1.2% |
| IQV Iqvia Holdings Inc. | 1.82% | 134,939 | $26.5M | Reduce -0.8% |
| SPGI S&P Global Inc. | 1.80% | 52,783 | $26.3M | Add +0.8% |
| APD Air Products & Chemicals Inc. | 1.72% | 86,361 | $25.0M | Reduce -1.1% |
| VOO Vanguard S&P 500 ETF | 1.62% | 43,907 | $23.7M | Add +47.5% |
| NOW ServiceNow Inc. | 1.62% | 22,270 | $23.6M | Reduce -1.6% |
| AMT American Tower Corp. | 1.61% | 127,574 | $23.4M | Reduce -1.5% |
| ECL Ecolab Inc. | 1.59% | 98,807 | $23.2M | Reduce -1.5% |
| ZBRA Zebra Technologies Corp. Class A | 1.56% | 58,950 | $22.8M | Reduce -2.6% |
| MRSH Marsh & McLennan Cos | 1.56% | 107,164 | $22.8M | Reduce -1.3% |
| SYK Stryker Corp. | 1.54% | 62,401 | $22.5M | Reduce -1.4% |
| ROK Rockwell Automation Inc. | 1.52% | 77,626 | $22.2M | Reduce -6.3% |
| TMO Thermo Fisher Scientific Inc. | 1.44% | 40,174 | $20.9M | Reduce -0.8% |
| ADP Automatic Data Processing | 1.42% | 70,568 | $20.7M | Reduce -0.7% |
| NEE Nextera Energy Inc. | 1.39% | 281,910 | $20.2M | Reduce -1.0% |
| ROP Roper Technologies Inc. | 1.35% | 37,819 | $19.7M | Reduce -1.7% |
| PANW Palo Alto Networks Inc. | 1.28% | 102,546 | $18.7M | Reduce -2.0% |
| ADBE Adobe Inc. | 1.27% | 41,650 | $18.5M | Add +0.8% |
| NVDA Nvidia Corp. | 1.15% | 125,155 | $16.8M | Reduce -1.4% |
| CVX Chevron Corp. | 1.12% | 112,259 | $16.3M | Add +1.6% |
| MKC McCormick & Co.-Non VTG SHRS | 1.04% | 198,958 | $15.2M | Reduce -0.5% |
| TER Teradyne Inc. | 0.93% | 107,947 | $13.6M | Reduce -1.6% |
| ABBV Abbvie Inc. | 0.90% | 73,506 | $13.1M | Reduce -1.8% |
| ETN Eaton Corp. PLC | 0.88% | 38,569 | $12.8M | Add +0.0% |
| JNJ Johnson & Johnson | 0.86% | 86,961 | $12.6M | Reduce -1.6% |
| COST Costco Wholesale Corp. | 0.79% | 12,487 | $11.4M | Reduce -2.8% |
| JPM JPMorgan Chase & Co. | 0.78% | 47,416 | $11.4M | Reduce -0.4% |
| IDXX Idexx Laboratories Inc. | 0.78% | 27,381 | $11.3M | Add +1.8% |
| VXF Vanguard Extended Market ETF | 0.76% | 57,969 | $11.0M | Add +9.6% |
| NKE Nike Inc. Class B | 0.75% | 144,794 | $11.0M | Reduce -4.5% |
| PG The Procter & Gamble Co. | 0.74% | 64,348 | $10.8M | Reduce -2.2% |
| GOOGL Alphabet Inc. Class A | 0.72% | 55,148 | $10.4M | Reduce -0.0% |
| VTIP Vanguard Short-Term Tips | 0.72% | 215,119 | $10.4M | Add +6.0% |
| VIG Vanguard Dividend Apprec ETF | 0.71% | 53,176 | $10.4M | Add +6.3% |
| ABT Abbott Laboratories | 0.68% | 87,059 | $9.8M | Add +0.1% |
| EOG EOG Resources Inc. | 0.63% | 75,276 | $9.2M | Reduce -0.7% |
| PEP Pepsico Inc. | 0.63% | 60,056 | $9.1M | Add +0.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.63% | 81,984 | $9.1M | Reduce -4.5% |
| XYL Xylem Inc. | 0.63% | 78,579 | $9.1M | Reduce -0.9% |
| SHW The Sherwin-Williams Co. | 0.58% | 24,997 | $8.5M | Reduce -1.3% |
| DHR Danaher Corp. | 0.58% | 36,963 | $8.5M | Reduce -1.3% |
| HD Home Depot Inc. | 0.57% | 21,286 | $8.3M | Reduce -2.2% |
| MDY State Street SPDR S&P Midcap | 0.54% | 13,682 | $7.8M | Reduce -3.5% |
| MCD McDonald's Corp. | 0.53% | 26,591 | $7.7M | Reduce -1.8% |
| PH Parker Hannifin Corp. | 0.50% | 11,367 | $7.2M | Reduce -0.7% |
| LECO Lincoln Electric Holdings | 0.49% | 38,348 | $7.2M | Reduce -1.3% |
| IJR iShares Core S&P Small-Cap E | 0.47% | 59,694 | $6.9M | Reduce -2.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.46% | 86,646 | $6.8M | Reduce -3.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.46% | 22,954 | $6.7M | Reduce -1.2% |
| BSV Vanguard Short-Term Bond ETF | 0.40% | 74,496 | $5.8M | Reduce -2.5% |
| TEL Te Connectivity PLC | 0.39% | 39,751 | $5.7M | Reduce -0.7% |
| NSRGY Nestle SA-Spons ADR | 0.39% | 69,061 | $5.6M | Reduce -17.0% |
| LOW Lowe's Cos Inc. | 0.38% | 22,662 | $5.6M | Reduce -1.2% |
| VRP Invesco Variable Rate Prefer | 0.38% | 228,490 | $5.5M | Add +5.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.38% | 45,558 | $5.5M | Reduce -0.4% |
| MRK Merck & Co. Inc. | 0.35% | 50,720 | $5.0M | Reduce -2.5% |
| ASML ASML Holding NV-NY Reg SHS | 0.33% | 6,972 | $4.8M | Add +105.1% |
| HUBB Hubbell Inc. | 0.33% | 11,403 | $4.8M | No change |
| ADI Analog Devices Inc. | 0.33% | 22,303 | $4.7M | Reduce -2.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.32% | 8,995 | $4.6M | Reduce -3.7% |
| IVV iShares Core S&P 500 ETF | 0.31% | 7,658 | $4.5M | Reduce -4.7% |
| ZTS Zoetis Inc. | 0.31% | 27,528 | $4.5M | Reduce -18.8% |
| MOAT Vaneck Morningstar Wide Moat | 0.31% | 48,074 | $4.5M | Add +16.8% |
| IBTG iShares Ibonds Dec 2026 Term | 0.30% | 191,098 | $4.4M | Add +16.4% |
| GIS General Mills Inc. | 0.29% | 67,051 | $4.3M | Reduce -0.4% |
| JPST JPMorgan Ultra-Short Income | 0.29% | 84,018 | $4.2M | Reduce -7.8% |
| TT Trane Technologies PLC | 0.29% | 11,342 | $4.2M | No change |
| LLY Eli Lilly & Co. | 0.28% | 5,282 | $4.1M | No change |
| IBTH iShares Ibonds Dec 2027 Term | 0.27% | 180,267 | $4.0M | Add +78.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.26% | 44,804 | $3.9M | Add +0.6% |
| RPM RPM International Inc. | 0.26% | 30,735 | $3.8M | Reduce -1.1% |
| IBTF iShares Ibonds Dec 2025 Term | 0.26% | 161,452 | $3.8M | Add +5.8% |
| VGSH Vanguard Short-Term Treasury | 0.26% | 64,589 | $3.8M | Reduce -16.1% |
| CLX Clorox Company | 0.25% | 22,248 | $3.6M | Add +0.1% |
| WM Waste Management Inc. | 0.24% | 17,607 | $3.6M | Reduce -0.1% |
| BIV Vanguard Intermediate-Term B | 0.24% | 45,868 | $3.4M | Reduce -7.8% |
| AXP American Express Co. | 0.23% | 11,400 | $3.4M | Reduce -0.3% |
| IJH iShares Core S&P Midcap ETF | 0.23% | 54,206 | $3.4M | Add +0.3% |
| WELL Welltower Inc. | 0.23% | 26,635 | $3.4M | Add +1.6% |
| XOM Exxon Mobil Corp. | 0.23% | 31,034 | $3.3M | Reduce -0.8% |
| ITW Illinois Tool Works | 0.21% | 11,820 | $3.0M | Reduce -1.4% |
| KO The Coca-Cola Co. | 0.20% | 46,567 | $2.9M | Reduce -0.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.20% | 10,711 | $2.9M | Add +0.2% |
| CMCSA Comcast Corp. Class A | 0.19% | 73,874 | $2.8M | Reduce -1.6% |
| VZ Verizon Communications Inc. | 0.19% | 69,057 | $2.8M | Reduce -15.3% |
| IVW iShares S&P 500 Growth ETF | 0.19% | 26,964 | $2.7M | Add +3.5% |
| QCOM Qualcomm Inc. | 0.18% | 17,475 | $2.7M | No change |
| PLTR Palantir Technologies Inc. Class A | 0.18% | 35,000 | $2.6M | Reduce -5.4% |
| UNH Unitedhealth Group Inc. | 0.18% | 5,158 | $2.6M | Reduce -0.6% |
| CHRW C.H. Robinson Worldwide Inc. | 0.17% | 24,563 | $2.5M | No change |
Portfolio Sells Q3 2024 → Q4 2024
| AMT American Tower Corp. | Reduce -1.5% | 1.61% | −0.43 |
| IQV Iqvia Holdings Inc. | Reduce -0.8% | 1.82% | −0.36 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.8% | 1.44% | −0.26 |
| NEE Nextera Energy Inc. | Reduce -1.0% | 1.39% | −0.24 |
| NSRGY Nestle SA-Spons ADR | Reduce -17.0% | 0.39% | −0.18 |
| UNP Union Pacific Corp. | Reduce -1.6% | 2.04% | −0.17 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -10.5% | 2.07% | −0.16 |
| NKE Nike Inc. Class B | Reduce -4.5% | 0.75% | −0.16 |
| ECL Ecolab Inc. | Reduce -1.5% | 1.59% | −0.14 |
| ZTS Zoetis Inc. | Reduce -18.8% | 0.31% | −0.14 |
| DHR Danaher Corp. | Reduce -1.3% | 0.58% | −0.12 |
| IBTE iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.12 |
| JNJ Johnson & Johnson | Reduce -1.6% | 0.86% | −0.11 |
| ABBV Abbvie Inc. | Reduce -1.8% | 0.90% | −0.10 |
| ROP Roper Technologies Inc. | Reduce -1.7% | 1.35% | −0.10 |
| XYL Xylem Inc. | Reduce -0.9% | 0.63% | −0.10 |
| BND Vanguard Total Bond Market | Reduce -71.7% | 0.04% | −0.10 |
| MRSH Marsh & McLennan Cos | Reduce -1.3% | 1.56% | −0.08 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -0.5% | 1.04% | −0.07 |
| SHW The Sherwin-Williams Co. | Reduce -1.3% | 0.58% | −0.07 |
| TER Teradyne Inc. | Reduce -1.6% | 0.93% | −0.06 |
| VZ Verizon Communications Inc. | Reduce -15.3% | 0.19% | −0.06 |
| MRK Merck & Co. Inc. | Reduce -2.5% | 0.35% | −0.05 |
| VGSH Vanguard Short-Term Treasury | Reduce -16.1% | 0.26% | −0.05 |
| GIS General Mills Inc. | Reduce -0.4% | 0.29% | −0.04 |
| APD Air Products & Chemicals Inc. | Reduce -1.1% | 1.72% | −0.04 |
| XLE SS Energy Select Sector | Reduce -72.5% | 0.01% | −0.04 |
| CAT Caterpillar Inc. | Reduce -26.7% | 0.08% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -1.2% | 0.38% | −0.04 |
| AMGN Amgen Inc. | Reduce -1.6% | 0.15% | −0.04 |
| ILMN Illumina Inc. | Reduce -59.4% | 0.03% | −0.03 |
| ATR Aptargroup Inc. | Reduce -1.2% | 1.86% | −0.03 |
| NEOG Neogen Corp. | Reduce -4.8% | 0.07% | −0.03 |
| ADI Analog Devices Inc. | Reduce -2.4% | 0.33% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -2.2% | 0.74% | −0.03 |
| MCD McDonald's Corp. | Reduce -1.8% | 0.53% | −0.03 |
| BIV Vanguard Intermediate-Term B | Reduce -7.8% | 0.24% | −0.03 |
| KO The Coca-Cola Co. | Reduce -0.4% | 0.20% | −0.03 |
| HD Home Depot Inc. | Reduce -2.2% | 0.57% | −0.03 |
| MRNA Moderna Inc. | Reduce -42.6% | 0.02% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -0.6% | 0.18% | −0.03 |
| VEA Vanguard Ftse Developed ETF | Reduce -6.3% | 0.15% | −0.02 |
| JPST JPMorgan Ultra-Short Income | Reduce -7.8% | 0.29% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -1.6% | 0.19% | −0.02 |
| SEDG Solaredge Technologies Inc. | Sold out | 0.00% | −0.02 |
| Baxter International Inc. | Sold out | 0.00% | −0.02 |
| BDX Becton Dickinson and Co. | Reduce -15.3% | 0.09% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -3.9% | 0.46% | −0.02 |
| VXUS Vanguard Total Intl Stock | Reduce -6.5% | 0.12% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -0.8% | 0.23% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| VOO Vanguard S&P 500 ETF | Add +47.5% | 1.62% | +0.56 |
| ASML ASML Holding NV-NY Reg SHS | Add +105.1% | 0.33% | +0.14 |
| IBTH iShares Ibonds Dec 2027 Term | Add +78.8% | 0.27% | +0.12 |
| VUSB Vanguard Ultra Short Bond Et | New | 0.12% | +0.12 |
| VCRB Vanguard Core Bond ETF | New | 0.12% | +0.12 |
| VXF Vanguard Extended Market ETF | Add +9.6% | 0.76% | +0.10 |
| MPWR Monolithic Power Systems Inc. | Add +1031.6% | 0.11% | +0.09 |
| TFLO iShares Treasury Floating Ra | Add +47.3% | 0.14% | +0.05 |
| VIG Vanguard Dividend Apprec ETF | Add +6.3% | 0.71% | +0.04 |
| IBTG iShares Ibonds Dec 2026 Term | Add +16.4% | 0.30% | +0.04 |
| VTIP Vanguard Short-Term Tips | Add +6.0% | 0.72% | +0.04 |
| MOAT Vaneck Morningstar Wide Moat | Add +16.8% | 0.31% | +0.04 |
| SHV iShares 0-1 Year Treasury Bo | Add +94.6% | 0.07% | +0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.03% | +0.03 |
| VRP Invesco Variable Rate Prefer | Add +5.4% | 0.38% | +0.02 |
| NFLX Netflix Inc. | Add +85.1% | 0.04% | +0.02 |
| ABNB Airbnb Inc. Class A | New | 0.02% | +0.02 |
| IEI iShares 3-7 Year Treasury Bo | New | 0.02% | +0.02 |
| IBTI iShares Ibonds Dec 2028 Term | Add +18.0% | 0.13% | +0.02 |
| IVW iShares S&P 500 Growth ETF | Add +3.5% | 0.19% | +0.02 |
| KVUE Kenvue Inc. | New | 0.02% | +0.02 |
| IBTF iShares Ibonds Dec 2025 Term | Add +5.8% | 0.26% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 0.02% | +0.02 |
| CVX Chevron Corp. | Add +1.6% | 1.12% | +0.01 |
| GS Goldman Sachs Group Inc. | New | 0.01% | +0.01 |
| JHG Janus Henderson Group PLC | New | 0.01% | +0.01 |
| MCK McKesson Corp. | New | 0.01% | +0.01 |
| ETN Eaton Corp. PLC | Add +0.0% | 0.88% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Add +4.1% | 0.10% | +0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +4.7% | 0.06% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +13.4% | 0.05% | +0.01 |
| IBTJ iShares Ibonds Dec 2029 Term | Add +12.4% | 0.12% | +0.01 |
| APH Amphenol Corp. Class A | Add +5.0% | 0.09% | +0.01 |
| VDE Vanguard Energy ETF | Add +62.6% | 0.02% | +0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +0.2% | 0.20% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +3.6% | 0.12% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +6.1% | 0.04% | +0.01 |
| ABT Abbott Laboratories | Add +0.1% | 0.68% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Add +0.3% | 0.23% | +0.00 |
| META Meta Platforms Inc. Class A | Add +1.0% | 0.08% | +0.00 |
| MCO Moody's Corp. | Add +21.0% | 0.02% | +0.00 |
| WELL Welltower Inc. | Add +1.6% | 0.23% | +0.00 |
| IWO iShares Russell 2000 Growth | Add +0.7% | 0.09% | +0.00 |
| CLX Clorox Company | Add +0.1% | 0.25% | +0.00 |
| WAT Waters Corp. | Add +7.5% | 0.03% | +0.00 |
| VGIT Vanguard Intermediate-Term T | Add +10.9% | 0.03% | +0.00 |
| STWD Starwood Property Trust Inc. | Add +9.1% | 0.08% | +0.00 |
| VWO Vanguard Ftse Emerging Marke | Add +14.4% | 0.03% | +0.00 |
| AWK American Water Works Co. Inc. | Add +19.1% | 0.06% | +0.00 |
| TLH iShares 10-20 Year Treasury | Add +20.7% | 0.02% | +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 |