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)
| Stock | Value |
|---|---|
NSCNorfolk Southern Corporation | $2.5M |
ORCLOracle Corporation | $2.3M |
FDXFedEx Corporation | $2.3M |
TYLTyler Technologies, Inc. | $2.3M |
AFLAflac Incorporated | $2.2M |
VEAVanguard FTSE Developed Markets ETF | $2.2M |
MDTMedtronic PLC | $2.2M |
AMGNAmgen Inc. | $2.1M |
SNPSSynopsys, Inc. | $2.1M |
TFLOiShares Treasury Floating Rate Bond ETF | $2.1M |
BRK-BBerkshire Hathaway Inc. Class A | $2.0M |
IWRiShares Russell Midcap ETF | $2.0M |
IBTIiShares iBonds Treasury 2028 | $2.0M |
KK0Nextnav Inc | $1.9M |
WMTWalmart Inc. | $1.8M |
VEUVanguard FTSE All-World ex-US ETF | $1.8M |
DYHTarget Corporation | $1.8M |
MDLZMondelez International, Inc. Class A | $1.8M |
PFEPfizer Inc. | $1.8M |
VXUSVanguard Total International Stock ETF | $1.8M |
VOVanguard Mid-Cap ETF | $1.8M |
IBMSiShares iBonds Treasury 2029 | $1.7M |
VUSBVanguard Ultra-Short Bond ETF | $1.7M |
VCRBVanguard Core Bond ETF | $1.7M |
MMM3M Company | $1.6M |
GILDGilead Sciences, Inc. | $1.6M |
VNQVanguard Real Estate ETF | $1.6M |
IYWiShares U.S. Technology ETF | $1.5M |
MPWRMonolithic Power Systems, Inc. | $1.5M |
STXSeagate Technology Holdings | $1.5M |
IBTKiShares iBonds Treasury 2030 | $1.4M |
IBTLiShares iBonds Treasury 2031 | $1.4M |
BMYBristol-Myers Squibb Company | $1.4M |
IWMiShares Russell 2000 ETF | $1.4M |
FISVFiserv, Inc. | $1.4M |
HOLXHologic, Inc. | $1.4M |
HONHoneywell International Inc. | $1.4M |
IWOiShares Russell 2000 Growth ETF | $1.3M |
BDXBecton, Dickinson and Company | $1.3M |
NVSNNovartis AG Sponsored ADR | $1.3M |
APHAmphenol Corporation | $1.3M |
IGMiShares Expanded Tech Sector ETF | $1.2M |
METAMeta Platforms | $1.2M |
4I1Philip Morris International Inc. | $1.2M |
CATCaterpillar Inc. | $1.2M |
GLWCorning Inc | $1.2M |
STWDStarwood Property Trust, Inc. | $1.2M |
EMREmerson Electric Co. | $1.1M |
ACNAccenture Plc Class A | $1.1M |
FANGDiamondback Energy Inc | $1.1M |
IVEiShares S&P 500 Value ETF | $1.1M |
CSCOCisco Systems, Inc. | $1.1M |
NEOGNeogen Corporation | $1.1M |
RTXRTX Corporation | $1.1M |
GATXGATX Corporation | $1.1M |
BKBank of New York Mellon Corporation | $1.0M |
IRIngersoll Rand Inc. | $1.0M |
SHViShares Short Treasury Bond Fund | $955K |
STESteris PLC | $952K |
IBMInternational Business Machines Corporation | $944K |
COPConocophillips | $906K |
AWCAmerican Water Works Co Inc | $880K |
INTUIntuit Inc. | $846K |
LNGCheniere Energy | $843K |
CRWDCrowdStrike Holdings, Inc. Class A | $816K |
WYWeyerhaeuser Company | $814K |
KMBKimberly-Clark Corporation | $805K |
KELKellanova | $790K |
BSXBoston Scientific Corporation | $777K |
MAMastercard Incorporated Class A | $769K |
TSMTaiwan Semiconductor MFG. | $761K |
EFAiShares MSCI EAFE ETF | $733K |
AMATApplied Materials, Inc. | $731K |
IJJiShares S&P Mid-Cap 400 Value ETF | $723K |
KMIKinder Morgan Inc Class P | $719K |
TELTE Connectivity LTD | $704K |
PNCPNC Financial Services Group, Inc. | $675K |
MOAltria Group Inc | $668K |
DEODiageo PLC Sponsored ADR | $642K |
IAU*iShares Gold Trust | $615K |
SBUXStarbucks Corporation | $607K |
VYMVanguard High Dividend Yield Index ETF | $605K |
CLColgate-Palmolive Company | $596K |
DOVDover Corporation | $589K |
DGSWisdomTree Emerging Markets SmallCap Dividend Fund | $577K |
ALLEAllegion PLC | $568K |
ABJAABB Ltd ADR | $566K |
IWFiShares Russell 1000 Growth ETF | $563K |
AVYAvery Dennison Corporation | $561K |
SHELShell PLC ADR | $533K |
CHDChurch & Dwight Co., Inc. | $530K |
BNDVanguard Total Bond Market ETF | $530K |
FBNDFidelity Total (bond Etf) | $529K |
AMAntero Midstream Corp. | $528K |
LENLennar Corporation Class A | $524K |
NFLXNetflix Inc | $520K |
VGITVanguard Intermediate-Term Treasury ETF | $505K |
DEDeere & Company | $498K |
PODDInsulet Corporation | $496K |
FASTFastenal Company | $493K |