Boston Family Office LLC Sells in Q2 2024

Boston Family Office LLC

  • $1.39 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-16.1K
- 21.9%
$495.16 - $548.49 $7.99M - $8.85M
57.6K $31.3M
IQV
Iqvia Holdings Inc.

Healthcare
-1.06K
- 0.77%
$211.18 - $248.87 $223K - $263K
136K $28.8M
CVS
Cvs Health Corp

Healthcare
-48.9K
- 37.26%
$53.63 - $79.56 $2.62M - $3.89M
82.4K $4.87M
CRM
Salesforce, Inc.

Technology
-361
- 0.4%
$218.01 - $304.74 $78.7K - $110K
91K $23.4M
NKE
Nike, Inc.

Consumer Cyclical
-842
- 0.53%
$75.37 - $97.18 $63.5K - $81.8K
159K $12M
UNP
Union Pacific Corp

Industrials
-682
- 0.51%
$221.38 - $247.4 $151K - $169K
132K $29.9M
LECO
Lincoln Electric Holdings Inc

Industrials
-465
- 1.18%
$182.24 - $252.64 $84.7K - $117K
38.9K $7.33M
ANSS
Ansys Inc

Technology
-627
- 0.65%
$314.53 - $347.48 $197K - $218K
96.4K $31M
V
Visa Inc.

Financial Services
-888
- 0.63%
$262.47 - $281.5 $233K - $250K
140K $36.7M
ATR
Aptargroup, Inc.

Healthcare
-12.5K
- 6.71%
$137.2 - $150.79 $1.72M - $1.89M
174K $24.5M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-99.3K
- 30.79%
$23.41 - $24.08 $2.32M - $2.39M
223K $5.35M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-43K
- 30.5%
$50.22 - $50.48 $2.16M - $2.17M
97.9K $4.94M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-33.6K
- 84.76%
$50.82 - $51.15 $1.71M - $1.72M
6.04K $308K
SHW
Sherwin Williams CO

Basic Materials
-828
- 3.11%
$291.95 - $338.16 $242K - $280K
25.8K $7.69M
IDXX
Idexx Laboratories Inc

Healthcare
-133
- 0.49%
$468.04 - $548.53 $62.2K - $73K
26.9K $13.1M
DEO
Diageo PLC

Consumer Defensive
-7.86K
- 60.87%
$126.08 - $149.08 $991K - $1.17M
5.05K $637K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-16.6K
- 17.78%
$75.81 - $76.76 $1.26M - $1.28M
76.9K $5.9M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1.7K
- 10.52%
$516.55 - $556.17 $876K - $943K
14.4K $7.71M
ABBV
Abb Vie Inc.

Healthcare
-2.48K
- 3.21%
$154.79 - $180.76 $384K - $449K
74.9K $12.8M
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
-8.62K
- 9.26%
$99.65 - $110.31 $859K - $951K
84.5K $8.65M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-15.8K
- 14.65%
$76.35 - $77.35 $1.21M - $1.22M
92K $7.11M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.61K
- 24.51%
$497.53 - $549.64 $1.3M - $1.43M
8.04K $4.4M
TEL
Te Connectivity Ltd.

Technology
-9.64K
- 18.52%
$139.45 - $152.0 $1.34M - $1.47M
42.4K $6.38M
SEDG
Solaredge Technologies, Inc.

Technology
-7.38K
- 34.01%
$24.99 - $72.09 $184K - $532K
14.3K $362K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-6.7K
- 43.96%
$103.43 - $135.91 $693K - $911K
8.54K $912K
PH
Parker Hannifin Corp

Industrials
-923
- 7.46%
$502.63 - $566.67 $464K - $523K
11.4K $5.79M
JNJ
Johnson & Johnson

Healthcare
-28
- 0.03%
$144.38 - $157.78 $4.04K - $4.42K
89.8K $13.1M
NSC
Norfolk Southern Corp

Industrials
-2.2K
- 17.35%
$209.9 - $253.39 $462K - $557K
10.5K $2.25M
ABT
Abbott Laboratories

Healthcare
-785
- 0.9%
$100.73 - $112.44 $79.1K - $88.3K
86.8K $9.02M
HD
Home Depot, Inc.

Consumer Cyclical
-113
- 0.5%
$325.1 - $368.03 $36.7K - $41.6K
22.5K $7.74M
ADP
Automatic Data Processing Inc

Industrials
-499
- 0.69%
$237.3 - $254.02 $118K - $127K
71.3K $17M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-146
- 0.24%
$396.73 - $420.24 $57.9K - $61.4K
61.7K $25.1M
PEP
Pepsico Inc

Consumer Defensive
-1.75K
- 2.88%
$163.33 - $183.11 $285K - $320K
58.9K $9.72M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-5.79K
- 8.54%
$102.13 - $110.88 $592K - $642K
62.1K $6.62M
LOW
Lowes Companies Inc

Consumer Cyclical
-50
- 0.22%
$214.27 - $249.28 $10.7K - $12.5K
22.7K $5M
HUBB
Hubbell Inc

Industrials
-477
- 4.02%
$365.48 - $424.4 $174K - $202K
11.4K $4.17M
FDX
Fedex Corp

Industrials
-2.65K
- 23.18%
$245.11 - $299.84 $650K - $795K
8.79K $2.64M
BDX
Becton Dickinson & CO

Healthcare
-2.28K
- 22.98%
$225.07 - $246.17 $514K - $562K
7.65K $1.79M
INTC
Intel Corp

Technology
-3.13K
- 7.35%
$29.85 - $44.52 $93.5K - $139K
39.5K $1.22M
TGT
Target Corp

Consumer Defensive
-623
- 4.43%
$141.16 - $177.82 $87.9K - $111K
13.4K $1.99M
CLX
Clorox CO

Consumer Defensive
-309
- 1.32%
$128.21 - $151.65 $39.6K - $46.9K
23.1K $3.15M
VEA
Vanguard Ftse Developed Market

ETFs
-7.72K
- 12.7%
$47.83 - $51.21 $369K - $395K
53.1K $2.62M
CMCSA
Comcast Corp

Communication Services
-1.4K
- 1.67%
$36.9 - $42.28 $51.7K - $59.2K
82.3K $3.22M
MDT
Medtronic PLC

Healthcare
-1.94K
- 6.73%
$78.71 - $87.02 $153K - $169K
26.9K $2.12M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-4.17K
- 7.2%
$56.43 - $60.79 $235K - $254K
53.7K $3.15M
K
Kellogg CO

Consumer Defensive
-6.44K
- 39.74%
$55.4 - $62.56 $356K - $403K
9.76K $563K
RPM
Rpm International Inc

Basic Materials
-35
- 0.11%
$106.57 - $118.52 $3.73K - $4.15K
31K $3.34M
WY
Weyerhaeuser CO

Real Estate
-1.34K
- 3.3%
$27.96 - $35.56 $37.5K - $47.7K
39.2K $1.11M
GLW
Corning Inc

Technology
-14.3K
- 36.35%
$30.91 - $40.21 $441K - $574K
25K $971K
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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