BOSTON FAMILY OFFICE LLC Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$1.6B

Holdings

296

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (296 positions)

StockValue
VOVanguard Mid-Cap ETF
$2.9M
QCOMQualcomm Inc
$2.8M
MDTMedtronic PLC
$2.7M
AMGNAmgen Inc.
$2.6M
NSCNorfolk Southern Corporation
$2.5M
IBMSiShares iBonds Treasury 2029
$2.4M
BACVerizon Communications Inc.
$2.4M
AFLAflac Incorporated
$2.3M
VXUSVanguard Total International Stock ETF
$2.3M
TFLOiShares Treasury Floating Rate Bond ETF
$2.3M
BRK-BBerkshire Hathaway Inc. Class A
$2.3M
UNHUnitedHealth Group Incorporated
$2.2M
VUSBVanguard Ultra-Short Bond ETF
$2.1M
BIVVanguard Intermediate-Term Bond ETF
$2.1M
VEUVanguard FTSE All-World ex-US ETF
$2.1M
WMTWalmart Inc.
$2.1M
APHAmphenol Corporation
$2.1M
GLWCorning Inc
$2.0M
FSLRFirst Solar, Inc.
$2.0M
TYLTyler Technologies, Inc.
$2.0M
IBTKiShares iBonds Treasury 2030
$2.0M
NVONovo Nordisk A/S Sponsored ADR Class B
$2.0M
MDLZMondelez International, Inc. Class A
$2.0M
IBTLiShares iBonds Treasury 2031
$2.0M
VGUSVanguard Instl Index (FD Ultra-Short Trea)
$1.9M
GILDGilead Sciences, Inc.
$1.9M
MMM3M Company
$1.9M
AWCAmerican Water Works Co Inc
$1.9M
IYWiShares U.S. Technology ETF
$1.9M
KK0Nextnav Inc
$1.8M
CATCaterpillar Inc.
$1.8M
VNQVanguard Real Estate ETF
$1.7M
FISVFiserv, Inc.
$1.7M
AMATApplied Materials, Inc.
$1.7M
PFEPfizer Inc.
$1.7M
4I1Philip Morris International Inc.
$1.7M
NVSNNovartis AG Sponsored ADR
$1.6M
IBMSiShares iBonds Treasury 2032
$1.6M
IWRiShares Russell Midcap ETF
$1.6M
FLEXFlextronics Int'l LTD
$1.5M
IWMiShares Russell 2000 ETF
$1.5M
IGMiShares Expanded Tech Sector ETF
$1.5M
BKBank of New York Mellon Corporation
$1.5M
IWOiShares Russell 2000 Growth ETF
$1.4M
HOLXHologic, Inc.
$1.3M
FDXFedEx Corporation
$1.3M
INODInnodata Inc Com New
$1.3M
DYHTarget Corporation
$1.3M
CSCOCisco Systems, Inc.
$1.2M
BMYBristol-Myers Squibb Company
$1.2M
CRWDCrowdStrike Holdings, Inc. Class A
$1.2M
IVEiShares S&P 500 Value ETF
$1.2M
STWDStarwood Property Trust, Inc.
$1.2M
GATXGATX Corporation
$1.2M
BSXBoston Scientific Corporation
$1.1M
STESteris PLC
$1.1M
INTUIntuit Inc.
$1.1M
ACNAccenture Plc Class A
$1.1M
CMCSAComcast Corporation Class A
$1.1M
EMREmerson Electric Co.
$1.1M
LINLinde PLC
$1.0M
IBMInternational Business Machines Corporation
$1.0M
BDXBecton, Dickinson and Company
$945K
AVGOBroadcom Inc.
$939K
IRIngersoll Rand Inc.
$938K
IAU*iShares Gold Trust
$901K
SHViShares Short Treasury Bond Fund
$897K
LNGCheniere Energy
$887K
COPConocophillips
$864K
FANGDiamondback Energy Inc
$859K
TERTeradyne, Inc.
$856K
JMSTJPMorgan Ultra-Short Municipal Income ETF
$843K
MOAltria Group Inc
$835K
MAMastercard Incorporated Class A
$830K
ALLEAllegion PLC
$771K
KMBKimberly-Clark Corporation
$770K
EFAiShares MSCI EAFE ETF
$756K
HONHoneywell International Inc.
$755K
ABJAABB Ltd ADR
$752K
KMIKinder Morgan Inc Class P
$750K
DGSWisdomTree Emerging Markets SmallCap Dividend Fund
$724K
VSDMVanguard Short Duration Tax Exempt Bond ETF
$723K
ORLYO'Reilly Automotive, Inc.
$707K
KELKellanova
$692K
DEDeere & Company
$690K
AMAntero Midstream Corp.
$680K
VUGVanguard Growth ETF
$678K
VYMVanguard High Dividend Yield Index ETF
$668K
FASTFastenal Company
$667K
AQLTiShares iBonds Treasury 2025
$659K
IWFiShares Russell 1000 Growth ETF
$657K
PNCPNC Financial Services Group, Inc.
$657K
WYWeyerhaeuser Company
$655K
CLColgate-Palmolive Company
$628K
ROOTRoot Inc
$615K
SHELShell PLC ADR
$602K
WECWEC Energy Group Inc
$596K
AZOAutozone Inc
$588K
VWOVanguard FTSE Emerging Markets ETF
$587K
PODDInsulet Corporation
$587K
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