Boston Family Office LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Boston Family Office LLC reported 280 stock positions worth $1.4 billion. Its top holding was Apple (AAPL) at 4.7% of the portfolio, followed by Microsoft (MSFT, 3.7%) and Visa Class A (V, 3.4%). Compared with Q4 2024, it opened 13 new positions, sold out of 7, added to 81 and reduced 111. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +25%) and the biggest sale Apple (AAPL, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001039807
- Portfolio Value
- $1.4B (Q1 2025)
- SEC Filing
- 0001039807-25-000004 ↗ filed May 13, 2025
Holdings Value
Holdings 280 stocks · $1.4B
| AAPL Apple Inc. | 4.68% | 297,778 | $66.1M | Reduce -6.1% |
| MSFT Microsoft Corp. | 3.68% | 138,391 | $52.0M | Add +2.3% |
| V Visa Inc. Class A | 3.41% | 137,381 | $48.1M | Reduce -1.1% |
| AMZN Amazon.com Inc. | 3.34% | 247,896 | $47.2M | Add +0.7% |
| GOOG Alphabet Inc. Class C | 2.31% | 208,645 | $32.6M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.24% | 59,517 | $31.7M | Reduce -2.6% |
| UNP Union Pacific Corp. | 2.12% | 126,903 | $30.0M | Reduce -2.5% |
| ANSS Ansys Inc. | 2.09% | 93,178 | $29.5M | Reduce -1.9% |
| VOO Vanguard S&P 500 ETF | 2.00% | 54,992 | $28.3M | Add +25.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.96% | 49,405 | $27.6M | Reduce -3.8% |
| AMT American Tower Corp. | 1.95% | 126,584 | $27.5M | Reduce -0.8% |
| SPGI S&P Global Inc. | 1.90% | 52,714 | $26.8M | Reduce -0.1% |
| MRSH Marsh & McLennan Cos | 1.82% | 105,501 | $25.7M | Reduce -1.6% |
| APD Air Products & Chemicals Inc. | 1.77% | 84,805 | $25.0M | Reduce -1.8% |
| ATR Aptargroup Inc. | 1.75% | 166,528 | $24.7M | Reduce -3.4% |
| ECL Ecolab Inc. | 1.74% | 96,681 | $24.5M | Reduce -2.1% |
| CRM Salesforce Inc. | 1.71% | 90,032 | $24.2M | Reduce -1.4% |
| SYK Stryker Corp. | 1.70% | 64,509 | $24.0M | Add +3.4% |
| IQV Iqvia Holdings Inc. | 1.67% | 134,154 | $23.7M | Reduce -0.6% |
| ADP Automatic Data Processing | 1.56% | 72,128 | $22.0M | Add +2.2% |
| ROP Roper Technologies Inc. | 1.50% | 36,048 | $21.3M | Reduce -4.7% |
| NOW ServiceNow Inc. | 1.43% | 25,406 | $20.2M | Add +14.1% |
| TMO Thermo Fisher Scientific Inc. | 1.41% | 39,999 | $19.9M | Reduce -0.4% |
| NEE Nextera Energy Inc. | 1.39% | 277,635 | $19.7M | Reduce -1.5% |
| ROK Rockwell Automation Inc. | 1.38% | 75,495 | $19.5M | Reduce -2.8% |
| CVX Chevron Corp. | 1.32% | 111,309 | $18.6M | Reduce -0.8% |
| PANW Palo Alto Networks Inc. | 1.29% | 106,661 | $18.2M | Add +4.0% |
| MKC McCormick & Co.-Non VTG SHRS | 1.15% | 197,604 | $16.3M | Reduce -0.7% |
| ZBRA Zebra Technologies Corp. Class A | 1.14% | 56,920 | $16.1M | Reduce -3.4% |
| ADBE Adobe Inc. | 1.12% | 41,154 | $15.8M | Reduce -1.2% |
| ABBV Abbvie Inc. | 1.08% | 72,616 | $15.2M | Reduce -1.2% |
| JNJ Johnson & Johnson | 1.00% | 85,219 | $14.1M | Reduce -2.0% |
| NVDA Nvidia Corp. | 0.97% | 125,986 | $13.7M | Add +0.7% |
| IDXX Idexx Laboratories Inc. | 0.85% | 28,658 | $12.0M | Add +4.7% |
| COST Costco Wholesale Corp. | 0.83% | 12,389 | $11.7M | Reduce -0.8% |
| JPM JPMorgan Chase & Co. | 0.82% | 46,937 | $11.5M | Reduce -1.0% |
| VTIP Vanguard Short-Term Tips | 0.80% | 227,845 | $11.4M | Add +5.9% |
| ETN Eaton Corp. PLC | 0.80% | 41,601 | $11.3M | Add +7.9% |
| ABT Abbott Laboratories | 0.80% | 85,114 | $11.3M | Reduce -2.2% |
| VXF Vanguard Extended Market ETF | 0.76% | 62,223 | $10.7M | Add +7.3% |
| PG The Procter & Gamble Co. | 0.75% | 62,233 | $10.6M | Reduce -3.3% |
| XYL Xylem Inc. | 0.73% | 86,887 | $10.4M | Add +10.6% |
| VIG Vanguard Dividend Apprec ETF | 0.73% | 53,038 | $10.3M | Reduce -0.3% |
| PEP Pepsico Inc. | 0.68% | 63,927 | $9.6M | Add +6.5% |
| EOG EOG Resources Inc. | 0.67% | 74,197 | $9.5M | Reduce -1.4% |
| SHW The Sherwin-Williams Co. | 0.61% | 24,541 | $8.6M | Reduce -1.8% |
| NKE Nike Inc. Class B | 0.60% | 134,367 | $8.5M | Reduce -7.2% |
| GOOGL Alphabet Inc. Class A | 0.60% | 55,040 | $8.5M | Reduce -0.2% |
| MCD McDonald's Corp. | 0.59% | 26,464 | $8.3M | Reduce -0.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.56% | 79,824 | $7.9M | Reduce -2.6% |
| DHR Danaher Corp. | 0.54% | 37,466 | $7.7M | Add +1.4% |
| HD Home Depot Inc. | 0.54% | 20,803 | $7.6M | Reduce -2.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.49% | 87,998 | $6.9M | Add +1.6% |
| MDY State Street SPDR S&P Midcap | 0.49% | 12,937 | $6.9M | Reduce -5.5% |
| PH Parker Hannifin Corp. | 0.48% | 11,260 | $6.8M | Reduce -0.9% |
| LECO Lincoln Electric Holdings | 0.47% | 35,064 | $6.6M | Reduce -8.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.45% | 23,113 | $6.4M | Add +0.7% |
| IJR iShares Core S&P Small-Cap E | 0.44% | 59,411 | $6.2M | Reduce -0.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.43% | 49,831 | $6.1M | Add +9.4% |
| TER Teradyne Inc. | 0.41% | 70,384 | $5.8M | Reduce -34.8% |
| VRP Invesco Variable Rate Prefer | 0.40% | 233,293 | $5.7M | Add +2.1% |
| NSRGY Nestle SA-Spons ADR | 0.40% | 55,692 | $5.6M | Reduce -19.4% |
| TEL Te Connectivity PLC | 0.39% | 39,398 | $5.6M | Reduce -0.9% |
| BSV Vanguard Short-Term Bond ETF | 0.39% | 70,668 | $5.5M | Reduce -5.1% |
| ZTS Zoetis Inc. | 0.39% | 33,263 | $5.5M | Add +20.8% |
| MOAT Vaneck Morningstar Wide Moat | 0.38% | 60,823 | $5.4M | Add +26.5% |
| ASML ASML Holding NV-NY Reg SHS | 0.35% | 7,439 | $4.9M | Add +6.7% |
| LOW Lowe's Cos Inc. | 0.34% | 20,680 | $4.8M | Reduce -8.8% |
| IBTG iShares Ibonds Dec 2026 Term | 0.33% | 200,888 | $4.6M | Add +5.1% |
| MRK Merck & Co. Inc. | 0.32% | 50,485 | $4.5M | Reduce -0.5% |
| ADI Analog Devices Inc. | 0.32% | 22,145 | $4.5M | Reduce -0.7% |
| LLY Eli Lilly & Co. | 0.31% | 5,282 | $4.4M | No change |
| IBTH iShares Ibonds Dec 2027 Term | 0.31% | 194,215 | $4.4M | Add +7.7% |
| VGSH Vanguard Short-Term Treasury | 0.29% | 70,283 | $4.1M | Add +8.8% |
| WM Waste Management Inc. | 0.29% | 17,662 | $4.1M | Add +0.3% |
| NFLX Netflix Inc. | 0.29% | 4,373 | $4.1M | Add +650.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.29% | 8,685 | $4.1M | Reduce -3.5% |
| GIS General Mills Inc. | 0.28% | 67,051 | $4.0M | No change |
| XOM Exxon Mobil Corp. | 0.28% | 33,687 | $4.0M | Add +8.6% |
| WELL Welltower Inc. | 0.28% | 25,832 | $4.0M | Reduce -3.0% |
| TT Trane Technologies PLC | 0.27% | 11,347 | $3.8M | Add +0.0% |
| JPST JPMorgan Ultra-Short Income | 0.27% | 74,913 | $3.8M | Reduce -10.8% |
| IVV iShares Core S&P 500 ETF | 0.26% | 6,570 | $3.7M | Reduce -14.2% |
| RPM RPM International Inc. | 0.25% | 30,735 | $3.6M | No change |
| AXP American Express Co. | 0.25% | 13,200 | $3.6M | Add +15.8% |
| HUBB Hubbell Inc. | 0.25% | 10,693 | $3.5M | Reduce -6.2% |
| KO The Coca-Cola Co. | 0.23% | 45,997 | $3.3M | Reduce -1.2% |
| CLX Clorox Company | 0.23% | 22,270 | $3.3M | Add +0.1% |
| IJH iShares Core S&P Midcap ETF | 0.23% | 54,584 | $3.2M | Add +0.7% |
| BIV Vanguard Intermediate-Term B | 0.22% | 41,322 | $3.2M | Reduce -9.9% |
| UNH Unitedhealth Group Inc. | 0.22% | 5,805 | $3.0M | Add +12.5% |
| IBTI iShares Ibonds Dec 2028 Term | 0.21% | 132,495 | $2.9M | Add +48.5% |
| ITW Illinois Tool Works | 0.20% | 11,571 | $2.9M | Reduce -2.1% |
| PLTR Palantir Technologies Inc. Class A | 0.20% | 34,000 | $2.9M | Reduce -2.9% |
| QCOM Qualcomm Inc. | 0.19% | 17,475 | $2.7M | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.19% | 10,350 | $2.7M | Reduce -3.4% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.19% | 37,848 | $2.6M | Reduce -15.5% |
| IVW iShares S&P 500 Growth ETF | 0.18% | 27,399 | $2.5M | Add +1.6% |
| VZ Verizon Communications Inc. | 0.18% | 55,901 | $2.5M | Reduce -19.1% |
| AMGN Amgen Inc. | 0.18% | 8,056 | $2.5M | Reduce -2.2% |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -6.1% | 4.68% | −0.77 |
| TER Teradyne Inc. | Reduce -34.8% | 0.41% | −0.52 |
| ZBRA Zebra Technologies Corp. Class A | Reduce -3.4% | 1.14% | −0.42 |
| CRM Salesforce Inc. | Reduce -1.4% | 1.71% | −0.39 |
| CHRW C.H. Robinson Worldwide Inc. | Reduce -90.8% | 0.02% | −0.16 |
| ADBE Adobe Inc. | Reduce -1.2% | 1.12% | −0.15 |
| NKE Nike Inc. Class B | Reduce -7.2% | 0.60% | −0.15 |
| IQV Iqvia Holdings Inc. | Reduce -0.6% | 1.67% | −0.15 |
| ROK Rockwell Automation Inc. | Reduce -2.8% | 1.38% | −0.14 |
| IBTF iShares Ibonds Dec 2025 Term | Reduce -54.0% | 0.12% | −0.14 |
| GOOGL Alphabet Inc. Class A | Reduce -0.2% | 0.60% | −0.11 |
| ANSS Ansys Inc. | Reduce -1.9% | 2.09% | −0.11 |
| ATR Aptargroup Inc. | Reduce -3.4% | 1.75% | −0.11 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.8% | 1.96% | −0.11 |
| CMCSA Comcast Corp. Class A | Reduce -51.2% | 0.09% | −0.10 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -15.5% | 0.19% | −0.08 |
| HUBB Hubbell Inc. | Reduce -6.2% | 0.25% | −0.08 |
| DIS The Walt Disney Co. | Reduce -2.6% | 0.56% | −0.07 |
| IVV iShares Core S&P 500 ETF | Reduce -14.2% | 0.26% | −0.05 |
| MDY State Street SPDR S&P Midcap | Reduce -5.5% | 0.49% | −0.05 |
| LOW Lowe's Cos Inc. | Reduce -8.8% | 0.34% | −0.04 |
| HON Honeywell International Inc. | Reduce -40.3% | 0.05% | −0.04 |
| IWR iShares Russell Mid-Cap ETF | Reduce -27.2% | 0.10% | −0.04 |
| FDX FedEx Corp. | Reduce -12.5% | 0.12% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.5% | 0.44% | −0.03 |
| HD Home Depot Inc. | Reduce -2.3% | 0.54% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.5% | 0.29% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.4% | 1.41% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -0.5% | 0.32% | −0.03 |
| ILMN Illumina Inc. | Sold out | 0.00% | −0.03 |
| NEOG Neogen Corp. | Reduce -9.7% | 0.05% | −0.02 |
| LECO Lincoln Electric Holdings | Reduce -8.6% | 0.47% | −0.02 |
| JPST JPMorgan Ultra-Short Income | Reduce -10.8% | 0.27% | −0.02 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.02 |
| GSAT Globalstar Inc. | Sold out | 0.00% | −0.02 |
| MRNA Moderna Inc. | Sold out | 0.00% | −0.02 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.01 |
| JHG Janus Henderson Group PLC | Sold out | 0.00% | −0.01 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.01 |
| BND Vanguard Total Bond Market | Reduce -39.0% | 0.02% | −0.01 |
| PH Parker Hannifin Corp. | Reduce -0.9% | 0.48% | −0.01 |
| BIV Vanguard Intermediate-Term B | Reduce -9.9% | 0.22% | −0.01 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -21.6% | 0.04% | −0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -3.4% | 0.19% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -19.1% | 0.18% | −0.01 |
| ADI Analog Devices Inc. | Reduce -0.7% | 0.32% | −0.01 |
| DEO Diageo PLC-Sponsored ADR | Reduce -5.9% | 0.04% | −0.01 |
| TFLO iShares Treasury Floating Ra | Reduce -9.1% | 0.13% | −0.01 |
| EMR Emerson Electric Co. | Reduce -2.3% | 0.07% | −0.01 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -2.5% | 0.04% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| VOO Vanguard S&P 500 ETF | Add +25.3% | 2.00% | +0.38 |
| NFLX Netflix Inc. | Add +650.1% | 0.29% | +0.25 |
| SYK Stryker Corp. | Add +3.4% | 1.70% | +0.16 |
| ADP Automatic Data Processing | Add +2.2% | 1.56% | +0.14 |
| XYL Xylem Inc. | Add +10.6% | 0.73% | +0.11 |
| IBTM iShares Ibnds Dec 2032 TT | New | 0.10% | +0.10 |
| VTIP Vanguard Short-Term Tips | Add +5.9% | 0.80% | +0.09 |
| ZTS Zoetis Inc. | Add +20.8% | 0.39% | +0.08 |
| META Meta Platforms Inc. Class A | Add +91.0% | 0.16% | +0.08 |
| IDXX Idexx Laboratories Inc. | Add +4.7% | 0.85% | +0.07 |
| IBTI iShares Ibonds Dec 2028 Term | Add +48.5% | 0.21% | +0.07 |
| MOAT Vaneck Morningstar Wide Moat | Add +26.5% | 0.38% | +0.07 |
| FSLR First Solar Inc. | New | 0.07% | +0.07 |
| XOM Exxon Mobil Corp. | Add +8.6% | 0.28% | +0.05 |
| TJX TJX Companies Inc. | Add +9.4% | 0.43% | +0.05 |
| PEP Pepsico Inc. | Add +6.5% | 0.68% | +0.05 |
| VCRB Vanguard Core Bond ETF | Add +36.0% | 0.17% | +0.05 |
| RTX RTX Corp. | Add +40.5% | 0.12% | +0.05 |
| WM Waste Management Inc. | Add +0.3% | 0.29% | +0.05 |
| INOD Innodata Inc. | New | 0.04% | +0.04 |
| PM Philip Morris International | Add +10.0% | 0.12% | +0.04 |
| UNH Unitedhealth Group Inc. | Add +12.5% | 0.22% | +0.04 |
| VGSH Vanguard Short-Term Treasury | Add +8.8% | 0.29% | +0.03 |
| AWK American Water Works Co. Inc. | Add +27.5% | 0.09% | +0.03 |
| IBTH iShares Ibonds Dec 2027 Term | Add +7.7% | 0.31% | +0.03 |
| CARR Carrier Global Corp. | New | 0.03% | +0.03 |
| BSX Boston Scientific Corp. | Add +32.3% | 0.08% | +0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +1.6% | 0.49% | +0.03 |
| AZO AutoZone Inc. | Add +100.0% | 0.05% | +0.03 |
| SHV iShares 0-1 Year Treasury Bo | Add +36.3% | 0.09% | +0.03 |
| IBTG iShares Ibonds Dec 2026 Term | Add +5.1% | 0.33% | +0.03 |
| ACN Accenture PLC Class A | Add +46.8% | 0.10% | +0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +20.0% | 0.15% | +0.03 |
| OTIS Otis Worldwide Corp. | New | 0.03% | +0.03 |
| AMAT Applied Materials Inc. | Add +57.8% | 0.07% | +0.02 |
| WCN Waste Connections Inc. | New | 0.02% | +0.02 |
| FISV Fiserv Inc. | Add +10.9% | 0.12% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +3.9% | 0.17% | +0.02 |
| VRP Invesco Variable Rate Prefer | Add +2.1% | 0.40% | +0.02 |
| BRO Brown & Brown Inc. | New | 0.02% | +0.02 |
| DE Deere & Co. | Add +40.7% | 0.05% | +0.02 |
| BMY Bristol-Myers Squibb Co. | Add +7.7% | 0.12% | +0.02 |
| AXP American Express Co. | Add +15.8% | 0.25% | +0.02 |
| KEYS Keysight Technologies Inc. | New | 0.02% | +0.02 |
| ROST Ross Stores Inc. | New | 0.02% | +0.02 |
| EGP Eastgroup Properties Inc. | New | 0.02% | +0.02 |
| PGR Progressive Corp. | New | 0.02% | +0.02 |
| ASML ASML Holding NV-NY Reg SHS | Add +6.7% | 0.35% | +0.02 |
| ORLY O'reilly Automotive Inc. | New | 0.02% | +0.02 |
| VXUS Vanguard Total Intl Stock | Add +3.3% | 0.14% | +0.01 |
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 |