Boston Family Office LLC Sells in Q4 2024

Boston Family Office LLC

  • $1.46 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.79K
- 2.9%
$113.92 - $127.38 $203K - $227K
59.7K $6.88M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-498
- 3.51%
$563.99 - $620.12 $281K - $309K
13.7K $7.79M
KMB
Kimberly Clark Corp

Consumer Defensive
-1.5K
- 19.63%
$130.37 - $146.09 $196K - $219K
6.14K $805K
UPS
United Parcel Service Inc

Industrials
-1.94K
- 52.88%
$122.65 - $138.35 $237K - $268K
1.73K $218K
MCHP
Microchip Technology Inc

Technology
-1.3K
- 15.02%
$55.51 - $79.05 $72.2K - $103K
7.36K $422K
LECO
Lincoln Electric Holdings Inc

Industrials
-510
- 1.31%
$187.47 - $219.94 $95.6K - $112K
38.3K $7.19M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.95K
- 2.55%
$77.02 - $78.58 $150K - $153K
74.5K $5.76M
CVS
Cvs Health Corp

Healthcare
-1.87K
- 19.58%
$43.78 - $67.46 $81.7K - $126K
7.67K $344K
AFL
Aflac Inc

Financial Services
-200
- 0.93%
$100.37 - $115.27 $20.1K - $23.1K
21.4K $2.21M
AMAT
Applied Materials Inc

Technology
-100
- 2.18%
$161.44 - $213.89 $16.1K - $21.4K
4.5K $731K
ITW
Illinois Tool Works Inc

Industrials
-165
- 1.38%
$253.56 - $278.5 $41.8K - $46K
11.8K $3M
ORCL
Oracle Corp

Technology
-502
- 3.46%
$165.41 - $192.43 $83K - $96.6K
14K $2.33M
IVV
Ishares Core S&P 500 ETF

ETFs
-376
- 4.68%
$570.51 - $610.59 $215K - $230K
7.66K $4.51M
WM
Waste Management Inc

Industrials
-15
- 0.09%
$201.79 - $228.46 $3.03K - $3.43K
17.6K $3.55M
EOG
Eog Resources Inc

Energy
-512
- 0.68%
$118.22 - $136.54 $60.5K - $69.9K
75.3K $9.23M
ACN
Accenture PLC

Technology
-225
- 6.72%
$343.9 - $376.86 $77.4K - $84.8K
3.12K $1.1M
PM
Philip Morris International Inc.

Consumer Defensive
-509
- 4.85%
$118.38 - $133.06 $60.3K - $67.7K
9.98K $1.2M
STZ
Constellation Brands, Inc.

Consumer Defensive
-112
- 10.82%
$219.66 - $257.62 $24.6K - $28.9K
923 $204K
SWKS
Skyworks Solutions, Inc.

Technology
-75
- 1.52%
$83.18 - $99.15 $6.24K - $7.44K
4.86K $431K
ROK
Rockwell Automation, Inc

Industrials
-5.22K
- 6.3%
$264.65 - $302.92 $1.38M - $1.58M
77.6K $22.2M
RTX
Raytheon Technologies Corp

Industrials
-8
- 0.09%
$114.45 - $127.21 $916 - $1.02K
9.19K $1.06M
INTC
Intel Corp

Technology
-500
- 4.16%
$19.07 - $26.23 $9.54K - $13.1K
11.5K $231K
Veralto Corp W/I
-50
- 1.12%
N/A
4.4K $448K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-463
- 7.41%
$121.89 - $135.52 $56.4K - $62.7K
5.79K $723K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-482
- 14.73%
$104.59 - $118.05 $50.4K - $56.9K
2.79K $303K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-15
- 2.65%
$396.64 - $516.74 $5.95K - $7.75K
551 $222K
TYL
Tyler Technologies Inc

Technology
-15
- 0.38%
$576.64 - $635.69 $8.65K - $9.54K
3.94K $2.27M
HON
Honeywell International Inc

Industrials
-699
- 10.42%
$202.84 - $236.0 $142K - $165K
6.01K $1.36M
IBM
International Business Machines Corp

Technology
-98
- 2.23%
$204.9 - $238.04 $20.1K - $23.3K
4.29K $944K
MA
Mastercard Inc

Financial Services
-140
- 8.75%
$491.3 - $536.15 $68.8K - $75.1K
1.46K $769K
SYY
Sysco Corp

Consumer Defensive
-125
- 2.15%
$73.63 - $81.77 $9.2K - $10.2K
5.69K $435K
MO
Altria Group, Inc.

Consumer Defensive
-587
- 4.39%
$49.06 - $57.74 $28.8K - $33.9K
12.8K $668K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-74
- 0.79%
$51.54 - $52.55 $3.81K - $3.89K
9.26K $479K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-338
- 9.34%
$77.25 - $91.3 $26.1K - $30.9K
3.28K $280K
PH
Parker Hannifin Corp

Industrials
-75
- 0.66%
$621.74 - $709.46 $46.6K - $53.2K
11.4K $7.23M
EBC
Eastern Bankshares, Inc.

Financial Services
-1.2K
- 4.2%
$15.83 - $19.03 $19K - $22.8K
27.4K $472K
IWC
Russell Micro Cap ETF

ETFs
-80
- 3.32%
$120.3 - $138.84 $9.62K - $11.1K
2.33K $304K
FDX
Fedex Corp

Industrials
-201
- 2.37%
$260.5 - $305.15 $52.4K - $61.3K
8.26K $2.33M
T
At&T Inc.

Communication Services
-306
- 1.63%
$21.22 - $23.88 $6.49K - $7.31K
18.5K $421K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-136
- 2.42%
$43.37 - $51.46 $5.9K - $7K
5.47K $264K
IYW
Ishares Dj Us Tech ETF

ETFs
-400
- 3.96%
$148.14 - $166.23 $59.3K - $66.5K
9.7K $1.55M
RPM
Rpm International Inc

Basic Materials
-325
- 1.05%
$120.09 - $140.26 $39K - $45.6K
30.7K $3.78M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-346
- 3.7%
$481.22 - $538.17 $167K - $186K
9K $4.6M
COST
Costco Wholesale Corp

Consumer Defensive
-362
- 2.82%
$873.59 - $994.69 $316K - $360K
12.5K $11.4M
KMI
Kinder Morgan, Inc.

Energy
-3.62K
- 12.14%
$22.59 - $28.54 $81.9K - $103K
26.2K $719K
VTI
Vanguard Total Stock Market Et

ETFs
-270
- 1.16%
$280.04 - $302.45 $75.6K - $81.7K
23K $6.65M
CSCO
Cisco Systems, Inc.

Technology
-585
- 3.08%
$52.45 - $60.02 $30.7K - $35.1K
18.4K $1.09M
EMR
Emerson Electric CO

Industrials
-75
- 0.83%
$108.13 - $134.33 $8.11K - $10.1K
8.97K $1.11M
GATX
Gatx Corp

Industrials
-218
- 3.08%
$128.5 - $165.82 $28K - $36.1K
6.86K $1.06M
Activity Summary
Buys All Purchases 69 New Holdings 10 Increased Positions 59 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
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