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)

StockValue
NSCNorfolk Southern Corporation
$2.5M
VEAVanguard FTSE Developed Markets ETF
$2.4M
BRK-BBerkshire Hathaway Inc. Class A
$2.4M
MDTMedtronic PLC
$2.4M
AFLAflac Incorporated
$2.4M
VCRBVanguard Core Bond ETF
$2.3M
METAMeta Platforms
$2.3M
TYLTyler Technologies, Inc.
$2.2M
VOVanguard Mid-Cap ETF
$2.1M
MDLZMondelez International, Inc. Class A
$2.0M
ORCLOracle Corporation
$2.0M
VXUSVanguard Total International Stock ETF
$1.9M
GILDGilead Sciences, Inc.
$1.9M
SNPSSynopsys, Inc.
$1.9M
TFLOiShares Treasury Floating Rate Bond ETF
$1.9M
MMM3M Company
$1.8M
IBMSiShares iBonds Treasury 2029
$1.8M
VEUVanguard FTSE All-World ex-US ETF
$1.8M
WMTWalmart Inc.
$1.8M
FDXFedEx Corporation
$1.8M
4I1Philip Morris International Inc.
$1.7M
AQLTiShares iBonds Treasury 2025
$1.7M
RTXRTX Corporation
$1.7M
PFEPfizer Inc.
$1.7M
VUSBVanguard Ultra-Short Bond ETF
$1.7M
VNQVanguard Real Estate ETF
$1.7M
BMYBristol-Myers Squibb Company
$1.7M
FISVFiserv, Inc.
$1.6M
IBTKiShares iBonds Treasury 2030
$1.6M
IBTLiShares iBonds Treasury 2031
$1.6M
KK0Nextnav Inc
$1.5M
MPWRMonolithic Power Systems, Inc.
$1.5M
DYHTarget Corporation
$1.5M
IBMSiShares iBonds Treasury 2032
$1.5M
STXSeagate Technology Holdings
$1.4M
NVSNNovartis AG Sponsored ADR
$1.4M
ACNAccenture Plc Class A
$1.4M
IWRiShares Russell Midcap ETF
$1.4M
IYWiShares U.S. Technology ETF
$1.4M
CMCSAComcast Corporation Class A
$1.3M
AWCAmerican Water Works Co Inc
$1.3M
SHViShares Short Treasury Bond Fund
$1.3M
BDXBecton, Dickinson and Company
$1.3M
IWMiShares Russell 2000 ETF
$1.3M
STWDStarwood Property Trust, Inc.
$1.2M
IWOiShares Russell 2000 Growth ETF
$1.2M
HOLXHologic, Inc.
$1.2M
BSXBoston Scientific Corporation
$1.2M
APHAmphenol Corporation
$1.2M
BKBank of New York Mellon Corporation
$1.1M
GLWCorning Inc
$1.1M
CSCOCisco Systems, Inc.
$1.1M
IVEiShares S&P 500 Value ETF
$1.1M
CATCaterpillar Inc.
$1.1M
IGMiShares Expanded Tech Sector ETF
$1.1M
FANGDiamondback Energy Inc
$1.1M
GATXGATX Corporation
$1.1M
STESteris PLC
$1.0M
AMATApplied Materials, Inc.
$1.0M
FSLRFirst Solar, Inc.
$1.0M
INTUIntuit Inc.
$1.0M
IBMInternational Business Machines Corporation
$1.0M
EMREmerson Electric Co.
$961K
COPConocophillips
$960K
IRIngersoll Rand Inc.
$909K
KMBKimberly-Clark Corporation
$874K
LNGCheniere Energy
$874K
CRWDCrowdStrike Holdings, Inc. Class A
$827K
MOAltria Group Inc
$827K
MAMastercard Incorporated Class A
$800K
EFAiShares MSCI EAFE ETF
$793K
DEDeere & Company
$776K
WYWeyerhaeuser Company
$774K
KMIKinder Morgan Inc Class P
$760K
HONHoneywell International Inc.
$759K
CLColgate-Palmolive Company
$746K
IAU*iShares Gold Trust
$732K
KELKellanova
$701K
TELTE Connectivity LTD
$696K
NEOGNeogen Corporation
$695K
AZOAutozone Inc
$641K
AMAntero Midstream Corp.
$630K
TSMTaiwan Semiconductor MFG.
$624K
SHELShell PLC ADR
$623K
VYMVanguard High Dividend Yield Index ETF
$611K
SBUXStarbucks Corporation
$606K
INODInnodata Inc Com New
$589K
DGSWisdomTree Emerging Markets SmallCap Dividend Fund
$589K
PNCPNC Financial Services Group, Inc.
$575K
VGITVanguard Intermediate-Term Treasury ETF
$568K
WECWEC Energy Group Inc
$568K
ALLEAllegion PLC
$567K
CHDChurch & Dwight Co., Inc.
$557K
DOVDover Corporation
$552K
ABJAABB Ltd ADR
$545K
IJJiShares S&P Mid-Cap 400 Value ETF
$543K
FBNDFidelity Total (bond Etf)
$539K
AVYAvery Dennison Corporation
$534K
FASTFastenal Company
$531K
TAT&T Inc.
$520K
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