Boston Family Office LLC Incresed Positions in Q2 2024

Boston Family Office LLC

  • $1.39 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
16.8K
+ 139.61%
$455.1 - $504.28 $7.64M - $8.47M
28.8K $14.4M
PANW
Palo Alto Networks Inc

Technology
9.71K
+ 26.22%
$265.2 - $340.82 $2.58M - $3.31M
46.8K $15.9M
ADBE
Adobe Inc.

Technology
4.81K
+ 13.37%
$439.02 - $555.54 $2.11M - $2.67M
40.8K $22.7M
MSFT
Microsoft Corp

Technology
614
+ 0.46%
$389.33 - $452.85 $239K - $278K
135K $60.5M
NEE
Nextera Energy Inc

Utilities
13.2K
+ 4.81%
$61.7 - $80.02 $817K - $1.06M
289K $20.5M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
43.3K
+ 27.99%
$47.74 - $48.54 $2.07M - $2.1M
198K $9.61M
MKC
Mccormick & CO Inc

Consumer Defensive
36.8K
+ 22.89%
$67.67 - $78.27 $2.49M - $2.88M
198K $14M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.02K
+ 1.17%
$227.76 - $285.31 $231K - $290K
87.6K $22.6M
NVDA
Nvidia Corp

Technology
45K
+ 888.75%
$118.11 - $1224.4 $5.32M - $55.1M
50.1K $6.19M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
68.9K
+ 89.77%
$22.46 - $22.66 $1.55M - $1.56M
146K $3.3M
TJX
Tjx Companies Inc

Consumer Cyclical
10.6K
+ 31.0%
$92.66 - $111.05 $983K - $1.18M
44.8K $4.94M
SPGI
S&P Global Inc.

Financial Services
917
+ 1.79%
$408.56 - $448.91 $375K - $412K
52.3K $23.3M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
9.03K
+ 21.48%
$73.13 - $75.43 $660K - $681K
51.1K $3.83M
MRNA
Moderna, Inc.

Healthcare
2.74K
+ 116.99%
$101.21 - $166.61 $277K - $457K
5.08K $604K
VTI
Vanguard Total Stock Market Et

ETFs
567
+ 2.49%
$245.23 - $269.4 $139K - $153K
23.3K $6.25M
VXF
Vanguard Extended Market ETF

ETFs
3.74K
+ 7.79%
$161.82 - $174.44 $606K - $653K
51.8K $8.75M
FISV
Fiserv Inc

Technology
2.45K
+ 57.92%
N/A
6.67K $994K
XOM
Exxon Mobil Corp

Energy
2.92K
+ 10.11%
$108.36 - $122.2 $317K - $357K
31.9K $3.67M
WELL
Welltower Inc.

Real Estate
207
+ 0.81%
$88.31 - $105.01 $18.3K - $21.7K
25.8K $2.69M
IAU
Ishares Gold Trust

ETFs
6.29K
+ 67.82%
$42.46 - $45.89 $267K - $289K
15.6K $684K
EOG
Eog Resources Inc

Energy
3.45K
+ 4.74%
$118.24 - $137.95 $408K - $476K
76.2K $9.59M
IVW
Ishares S&P 500 Growth ETF

ETFs
550
+ 2.16%
$79.31 - $93.31 $43.6K - $51.3K
26K $2.4M
UNH
Unitedhealth Group Inc

Healthcare
220
+ 4.59%
$439.2 - $524.63 $96.6K - $115K
5.01K $2.55M
VIG
Vanguard Dividend Appreciation

ETFs
986
+ 2.01%
$173.33 - $185.29 $171K - $183K
50.1K $9.15M
ETN
Eaton Corp PLC

Industrials
448
+ 1.22%
$303.02 - $340.89 $136K - $153K
37K $11.6M
VO
Vanguard Mid Cap ETF

ETFs
840
+ 13.75%
$234.99 - $248.98 $197K - $209K
6.95K $1.68M
CVX
Chevron Corp

Energy
1.76K
+ 1.57%
$152.57 - $166.33 $268K - $292K
114K $17.8M
APH
Amphenol Corp

Technology
8.71K
+ 86.99%
$67.16 - $136.4 $585K - $1.19M
18.7K $1.26M
VGSH
Vanguard

ETFs
1.52K
+ 2.1%
$57.55 - $58.0 $87.5K - $88.2K
74.1K $4.3M
AWK
American Water Works Company, Inc.

Utilities
294
+ 5.61%
$113.82 - $135.5 $33.5K - $39.8K
5.53K $715K
KMI
Kinder Morgan, Inc.

Energy
809
+ 2.81%
$17.69 - $20.11 $14.3K - $16.3K
29.6K $587K
MCHP
Microchip Technology Inc

Technology
450
+ 5.33%
$81.68 - $99.49 $36.8K - $44.8K
8.89K $813K
MO
Altria Group, Inc.

Consumer Defensive
600
+ 4.54%
$40.75 - $46.83 $24.5K - $28.1K
13.8K $629K
PFE
Pfizer Inc

Healthcare
1.15K
+ 1.69%
$25.26 - $29.6 $29.2K - $34.2K
69.5K $1.95M
DHR
Danaher Corp

Healthcare
107
+ 0.29%
$235.51 - $267.98 $25.2K - $28.7K
37.6K $9.4M
VEU
Vanguard Ftse All World Ex Us

ETFs
438
+ 1.07%
$56.22 - $60.47 $24.6K - $26.5K
41.3K $2.42M
NEOG
Neogen Corp

Healthcare
2.25K
+ 2.45%
$11.61 - $17.01 $26.1K - $38.2K
93.9K $1.47M
IBM
International Business Machines Corp

Technology
500
+ 12.07%
$164.43 - $190.9 $82.2K - $95.5K
4.64K $803K
GATX
Gatx Corp

Industrials
117
+ 1.89%
$122.36 - $140.83 $14.3K - $16.5K
6.31K $835K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
7
+ 0.17%
$62.61 - $66.18 $438 - $463
4.12K $268K
USB
Us Bancorp \De\

Financial Services
434
+ 9.29%
$38.45 - $43.95 $16.7K - $19.1K
5.11K $203K
GE
General Electric CO

Industrials
127
+ 7.01%
$136.47 - $175.36 $17.3K - $22.3K
1.94K $308K
MMM
3 M CO

Industrials
150
+ 1.21%
$90.54 - $105.26 $13.6K - $15.8K
12.5K $1.28M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
419
+ 1.06%
$83.97 - $89.72 $35.2K - $37.6K
40K $3.47M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.78K
+ 4.63%
$541.52 - $599.02 $963K - $1.07M
40.2K $22.2M
MDLZ
Mondelez International, Inc.

Consumer Defensive
142
+ 0.49%
$65.44 - $71.94 $9.29K - $10.2K
29.4K $1.92M
MRK
Merck & Co., Inc.

Healthcare
2.12K
+ 4.11%
$123.8 - $132.96 $262K - $281K
53.6K $6.64M
ITW
Illinois Tool Works Inc

Industrials
315
+ 2.67%
$235.01 - $265.23 $74K - $83.5K
12.1K $2.87M
AMT
American Tower Corp

Real Estate
211
+ 0.16%
$171.0 - $200.41 $36.1K - $42.3K
130K $25.2M
Activity Summary
Buys All Purchases 68 New Holdings 15 Increased Positions 53 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
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