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
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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