BOSTON FAMILY OFFICE LLC Q4 2024 Filing

Filed February 12, 2025

Portfolio Value

$1.5B

Holdings

274

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (274 positions)

StockValue
AAPLApple Inc.
$79.4M
MSFTMicrosoft Corporation
$57.0M
AMZNAmazon.com, Inc.
$54.0M
VVisa Inc. Class A
$43.9M
GOOGAlphabet Inc. Class C
$39.7M
AKXANSYS, Inc.
$32.0M
CRMSalesforce, Inc.
$30.5M
SPYSPDR S&P 500 ETF Trust
$30.1M
UNPUnion Pacific Corporation
$29.7M
BRK/BBerkshire Hathaway Inc. Class B
$27.7M
ATRAptargroup, Inc.
$27.1M
IQVIqvia Holdings Inc
$26.5M
SPGIS&P Global, Inc.
$26.3M
APDAir Products and Chemicals, Inc.
$25.0M
VOOVanguard S&P 500 ETF
$23.7M
NOWServiceNow, Inc.
$23.6M
AMTAmerican Tower Corporation
$23.4M
ECLEcolab Inc.
$23.2M
ZBRAZebra Technologies Corporation Class A
$22.8M
MRSHMarsh & McLennan Companies, Inc.
$22.8M
SYKStryker Corporation
$22.5M
ROKRockwell Automation, Inc.
$22.2M
TMOThermo Fisher Scientific Inc.
$20.9M
ADPAutomatic Data Processing, Inc.
$20.7M
NEENextEra Energy, Inc.
$20.2M
ROPRoper Technologies, Inc.
$19.7M
PANWPalo Alto Networks, Inc.
$18.7M
ADBEAdobe Inc.
$18.5M
NVDANVIDIA Corporation
$16.8M
CVXChevron Corporation
$16.3M
MCXMcCormick & Company, Inc.
$15.2M
TERTeradyne, Inc.
$13.6M
ABBVAbbVie, Inc.
$13.1M
ETNEaton Corp. PLC
$12.8M
JNJJohnson & Johnson
$12.6M
COSTCostco Wholesale Corporation
$11.4M
JPMJPMorgan Chase & Co.
$11.4M
IDXXIDEXX Laboratories, Inc.
$11.3M
VXFVanguard Extended Market ETF
$11.0M
NKENIKE, Inc. Class B
$11.0M
PGProcter & Gamble Company
$10.8M
GOOGLAlphabet Inc. Class A
$10.4M
VTIPVanguard Short-Term Inflation-Protected ETF
$10.4M
VIGVanguard Dividend Appreciation ETF
$10.4M
ABTAbbott Laboratories
$9.8M
EOGEOG Resources, Inc.
$9.2M
PEPPepsiCo, Inc.
$9.1M
DISWalt Disney Company
$9.1M
XYLXylem Inc.
$9.1M
SHWSherwin-Williams Company
$8.5M
DHRDanaher Corporation
$8.5M
HDHome Depot, Inc.
$8.3M
MDYSPDR S&P Midcap 400 ETF Trust
$7.8M
MCDMcDonald's Corporation
$7.7M
PHParker-Hannifin Corporation
$7.2M
LECOLincoln Electric Holdings, Inc.
$7.2M
IJRiShares Core S&P Small Cap ETF
$6.9M
VCSHVanguard Short-Term Corporate Bond ETF
$6.8M
VTIVanguard Total Stock Market ETF
$6.7M
BSVVanguard Short-Term Bond ETF
$5.8M
NSRGYNestle S.A. Sponsored ADR
$5.6M
LOWLowe's Companies, Inc.
$5.6M
VRPInvesco Variable Rate Preferred ETF
$5.5M
TJXTJX Companies Inc
$5.5M
MRKMerck & Co., Inc.
$5.0M
TELTE Connectivity PLC
$5.0M
ASMLASML Holding NV ADR
$4.8M
HUBBHubbell Incorporated Class B
$4.8M
ADIAnalog Devices, Inc.
$4.7M
NDQInvesco QQQ Trust
$4.6M
IVViShares Core S&P 500 ETF
$4.5M
ZTSZoetis, Inc. Class A
$4.5M
MOATVanEck Morningstar Wide Moat ETF
$4.5M
IBTGiShares iBonds Treasury 2026
$4.4M
GISGeneral Mills, Inc.
$4.3M
JPSTJPMorgan Ultra-Short Income ETF
$4.2M
TTTrane Technologies plc
$4.2M
LLYEli Lilly and Company
$4.1M
IBTHiShares iBonds Treasury 2027
$4.0M
NVONovo Nordisk A/S Sponsored ADR Class B
$3.9M
RPMRPM International Inc.
$3.8M
AQLTiShares iBonds Treasury 2025
$3.8M
VGSHVanguard Short-Term Treasury ETF
$3.8M
CLXClorox Company
$3.6M
WMWaste Management, Inc.
$3.6M
BIVVanguard Intermediate-Term Bond ETF
$3.4M
AXPAmerican Express Company
$3.4M
IJHiShares Core S&P Mid-Cap ETF
$3.4M
WELLWelltower, Inc.
$3.4M
XOMExxon Mobil Corporation
$3.3M
ITWIllinois Tool Works Inc.
$3.0M
KOCoca-Cola Company
$2.9M
VVVanguard Large-Cap ETF
$2.9M
CMCSAComcast Corporation Class A
$2.8M
BACVerizon Communications Inc.
$2.8M
IVWiShares S&P 500 Growth ETF
$2.7M
QCOMQualcomm Inc
$2.7M
PLTRPalantir Technologies Inc
$2.6M
UNHUnitedHealth Group Incorporated
$2.6M
CHRWC.H. Robinson Worldwide, Inc.
$2.5M
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