BOSTON FAMILY OFFICE LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$1.4B
Holdings
280
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (280 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLApple Inc. | 297,778 | $66.1M | 4.68% | |
| 2 | MSFTMicrosoft Corporation | 138,391 | $52.0M | 3.68% | |
| 3 | VVisa Inc. Class A | 137,381 | $48.1M | 3.41% | |
| 4 | AMZNAmazon.com, Inc. | 247,896 | $47.2M | 3.34% | |
| 5 | GOOGAlphabet Inc. Class C | 208,645 | $32.6M | 2.31% | |
| 6 | BRK/BBerkshire Hathaway Inc. Class B | 59,517 | $31.7M | 2.24% | |
| 7 | UNPUnion Pacific Corporation | 126,903 | $30.0M | 2.12% | |
| 8 | AKXANSYS, Inc. | 93,178 | $29.5M | 2.09% | |
| 9 | VOOVanguard S&P 500 ETF | 54,992 | $28.3M | 2.00% | |
| 10 | SPYSPDR S&P 500 ETF Trust | 49,405 | $27.6M | 1.96% | |
| 11 | AMTAmerican Tower Corporation | 126,584 | $27.5M | 1.95% | |
| 12 | SPGIS&P Global, Inc. | 52,714 | $26.8M | 1.90% | |
| 13 | MRSHMarsh & McLennan Companies, Inc. | 105,501 | $25.7M | 1.82% | |
| 14 | APDAir Products and Chemicals, Inc. | 84,805 | $25.0M | 1.77% | |
| 15 | ATRAptargroup, Inc. | 166,528 | $24.7M | 1.75% | |
| 16 | ECLEcolab Inc. | 96,681 | $24.5M | 1.74% | |
| 17 | CRMSalesforce, Inc. | 90,032 | $24.2M | 1.71% | |
| 18 | SYKStryker Corporation | 64,509 | $24.0M | 1.70% | |
| 19 | IQVIqvia Holdings Inc | 134,154 | $23.7M | 1.67% | |
| 20 | ADPAutomatic Data Processing, Inc. | 72,128 | $22.0M | 1.56% | |
| 21 | ROPRoper Technologies, Inc. | 36,048 | $21.3M | 1.50% | |
| 22 | NOWServiceNow, Inc. | 25,406 | $20.2M | 1.43% | |
| 23 | TMOThermo Fisher Scientific Inc. | 39,999 | $19.9M | 1.41% | |
| 24 | NEENextEra Energy, Inc. | 277,635 | $19.7M | 1.39% | |
| 25 | ROKRockwell Automation, Inc. | 75,495 | $19.5M | 1.38% | |
| 26 | CVXChevron Corporation | 111,309 | $18.6M | 1.32% | |
| 27 | PANWPalo Alto Networks, Inc. | 106,661 | $18.2M | 1.29% | |
| 28 | MCXMcCormick & Company, Inc. | 197,604 | $16.3M | 1.15% | |
| 29 | ZBRAZebra Technologies Corporation Class A | 56,920 | $16.1M | 1.14% | |
| 30 | ADBEAdobe Inc. | 41,154 | $15.8M | 1.12% | |
| 31 | ABBVAbbVie, Inc. | 72,616 | $15.2M | 1.08% | |
| 32 | JNJJohnson & Johnson | 85,219 | $14.1M | 1.00% | |
| 33 | NVDANVIDIA Corporation | 125,986 | $13.7M | 0.97% | |
| 34 | IDXXIDEXX Laboratories, Inc. | 28,658 | $12.0M | 0.85% | |
| 35 | COSTCostco Wholesale Corporation | 12,389 | $11.7M | 0.83% | |
| 36 | JPMJPMorgan Chase & Co. | 46,937 | $11.5M | 0.82% | |
| 37 | VTIPVanguard Short-Term Inflation-Protected ETF | 227,845 | $11.4M | 0.80% | |
| 38 | ETNEaton Corp. PLC | 41,601 | $11.3M | 0.80% | |
| 39 | ABTAbbott Laboratories | 85,114 | $11.3M | 0.80% | |
| 40 | VXFVanguard Extended Market ETF | 62,223 | $10.7M | 0.76% | |
| 41 | PGProcter & Gamble Company | 62,233 | $10.6M | 0.75% | |
| 42 | XYLXylem Inc. | 86,887 | $10.4M | 0.73% | |
| 43 | VIGVanguard Dividend Appreciation ETF | 53,038 | $10.3M | 0.73% | |
| 44 | PEPPepsiCo, Inc. | 63,927 | $9.6M | 0.68% | |
| 45 | EOGEOG Resources, Inc. | 74,197 | $9.5M | 0.67% | |
| 46 | SHWSherwin-Williams Company | 24,541 | $8.6M | 0.61% | |
| 47 | NKENIKE, Inc. Class B | 134,367 | $8.5M | 0.60% | |
| 48 | GOOGLAlphabet Inc. Class A | 55,040 | $8.5M | 0.60% | |
| 49 | MCDMcDonald's Corporation | 26,464 | $8.3M | 0.59% | |
| 50 | DISWalt Disney Company | 79,824 | $7.9M | 0.56% | |
| 51 | DHRDanaher Corporation | 37,466 | $7.7M | 0.54% | |
| 52 | HDHome Depot, Inc. | 20,803 | $7.6M | 0.54% | |
| 53 | VCSHVanguard Short-Term Corporate Bond ETF | 87,998 | $6.9M | 0.49% | |
| 54 | MDYSPDR S&P Midcap 400 ETF Trust | 12,937 | $6.9M | 0.49% | |
| 55 | PHParker-Hannifin Corporation | 11,260 | $6.8M | 0.48% | |
| 56 | LECOLincoln Electric Holdings, Inc. | 35,064 | $6.6M | 0.47% | |
| 57 | VTIVanguard Total Stock Market ETF | 23,113 | $6.4M | 0.45% | |
| 58 | IJRiShares Core S&P Small Cap ETF | 59,411 | $6.2M | 0.44% | |
| 59 | TJXTJX Companies Inc | 49,831 | $6.1M | 0.43% | |
| 60 | TERTeradyne, Inc. | 70,384 | $5.8M | 0.41% | |
| 61 | VRPInvesco Variable Rate Preferred ETF | 233,293 | $5.7M | 0.40% | |
| 62 | NSRGYNestle S.A. Sponsored ADR | 55,692 | $5.6M | 0.40% | |
| 63 | BSVVanguard Short-Term Bond ETF | 70,668 | $5.5M | 0.39% | |
| 64 | ZTSZoetis, Inc. Class A | 33,263 | $5.5M | 0.39% | |
| 65 | MOATVanEck Morningstar Wide Moat ETF | 60,823 | $5.4M | 0.38% | |
| 66 | ASMLASML Holding NV ADR | 7,439 | $4.9M | 0.35% | |
| 67 | TELTE Connectivity PLC | 34,473 | $4.9M | 0.34% | |
| 68 | LOWLowe's Companies, Inc. | 20,680 | $4.8M | 0.34% | |
| 69 | IBTGiShares iBonds Treasury 2026 | 200,888 | $4.6M | 0.33% | |
| 70 | MRKMerck & Co., Inc. | 50,485 | $4.5M | 0.32% | |
| 71 | ADIAnalog Devices, Inc. | 22,145 | $4.5M | 0.32% | |
| 72 | LLYEli Lilly and Company | 5,282 | $4.4M | 0.31% | |
| 73 | IBTHiShares iBonds Treasury 2027 | 194,215 | $4.4M | 0.31% | |
| 74 | VGSHVanguard Short-Term Treasury ETF | 70,283 | $4.1M | 0.29% | |
| 75 | WMWaste Management, Inc. | 17,662 | $4.1M | 0.29% | |
| 76 | NFLXNetflix Inc | 4,373 | $4.1M | 0.29% | |
| 77 | NDQInvesco QQQ Trust | 8,685 | $4.1M | 0.29% | |
| 78 | GISGeneral Mills, Inc. | 67,051 | $4.0M | 0.28% | |
| 79 | XOMExxon Mobil Corporation | 33,687 | $4.0M | 0.28% | |
| 80 | WELLWelltower, Inc. | 25,832 | $4.0M | 0.28% | |
| 81 | TTTrane Technologies plc | 11,347 | $3.8M | 0.27% | |
| 82 | JPSTJPMorgan Ultra-Short Income ETF | 74,913 | $3.8M | 0.27% | |
| 83 | IVViShares Core S&P 500 ETF | 6,570 | $3.7M | 0.26% | |
| 84 | RPMRPM International Inc. | 30,735 | $3.6M | 0.25% | |
| 85 | AXPAmerican Express Company | 13,200 | $3.6M | 0.25% | |
| 86 | HUBBHubbell Incorporated Class B | 10,693 | $3.5M | 0.25% | |
| 87 | KOCoca-Cola Company | 45,997 | $3.3M | 0.23% | |
| 88 | CLXClorox Company | 22,270 | $3.3M | 0.23% | |
| 89 | IJHiShares Core S&P Mid-Cap ETF | 54,584 | $3.2M | 0.23% | |
| 90 | BIVVanguard Intermediate-Term Bond ETF | 41,322 | $3.2M | 0.22% | |
| 91 | UNHUnitedHealth Group Incorporated | 5,805 | $3.0M | 0.22% | |
| 92 | IBTIiShares iBonds Treasury 2028 | 132,495 | $2.9M | 0.21% | |
| 93 | PLTRPalantir Technologies Inc | 34,000 | $2.9M | 0.20% | |
| 94 | ITWIllinois Tool Works Inc. | 11,571 | $2.9M | 0.20% | |
| 95 | QCOMQualcomm Inc | 17,475 | $2.7M | 0.19% | |
| 96 | VVVanguard Large-Cap ETF | 10,350 | $2.7M | 0.19% | |
| 97 | NVONovo Nordisk A/S Sponsored ADR Class B | 37,848 | $2.6M | 0.19% | |
| 98 | IVWiShares S&P 500 Growth ETF | 27,399 | $2.5M | 0.18% | |
| 99 | BACVerizon Communications Inc. | 55,901 | $2.5M | 0.18% | |
| 100 | AMGNAmgen Inc. | 8,056 | $2.5M | 0.18% |
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