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
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-7.03K
- 43.3%
$40.83 - $44.89 $287K - $316K
9.21K $403K
ILMN
Illumina, Inc.

Healthcare
-33
- 0.44%
$101.05 - $133.57 $3.33K - $4.41K
7.47K $780K
ORCL
Oracle Corp

Technology
-3.76K
- 20.31%
$113.75 - $144.64 $428K - $544K
14.8K $2.08M
CAT
Caterpillar Inc

Industrials
-229
- 4.69%
$321.47 - $379.3 $73.6K - $86.9K
4.65K $1.55M
ACN
Accenture PLC

Technology
-248
- 6.84%
$281.76 - $339.17 $69.9K - $84.1K
3.38K $1.03M
VGIT
Vanguard Intermediate Term Tre

ETFs
-3.59K
- 31.59%
$57.14 - $58.53 $205K - $210K
7.77K $452K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.31K
- 28.62%
$94.12 - $102.13 $123K - $134K
3.27K $318K
EL
Estee Lauder Companies Inc

Consumer Defensive
-34
- 1.1%
$106.4 - $152.77 $3.62K - $5.19K
3.06K $325K
STWD
Starwood Property Trust, Inc.

Real Estate
-3.15K
- 5.34%
$18.61 - $20.82 $58.6K - $65.6K
55.8K $1.06M
PG
Procter & Gamble CO

Consumer Defensive
-1.94K
- 2.85%
$155.33 - $168.56 $301K - $327K
66.3K $10.9M
SBUX
Starbucks Corp

Consumer Cyclical
-10
- 0.11%
$72.5 - $91.53 $725 - $915
8.69K $677K
LEN
Lennar Corp

Consumer Cyclical
-187
- 4.82%
$148.72 - $170.85 $27.8K - $31.9K
3.69K $553K
VZ
Verizon Communications Inc

Communication Services
-986
- 1.15%
$38.6 - $42.84 $38.1K - $42.2K
84.9K $3.5M
JPM
Jpmorgan Chase & CO

Financial Services
-945
- 1.99%
$180.08 - $204.79 $170K - $194K
46.4K $9.4M
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
-3.47K
- 3.22%
$23.85 - $23.98 $82.6K - $83.1K
104K $2.5M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.21K
- 3.19%
$57.86 - $62.21 $69.7K - $75K
36.5K $2.2M
HOLX
Hologic Inc

Healthcare
-2
- 0.01%
$71.43 - $78.41 $143 - $157
19.4K $1.44M
NTRS
Northern Trust Corp

Financial Services
-600
- 14.64%
$79.56 - $88.44 $47.7K - $53.1K
3.5K $294K
ROP
Roper Technologies Inc

Industrials
-319
- 0.81%
$510.82 - $563.66 $163K - $180K
39.1K $22M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-18
- 0.26%
$30.84 - $40.19 $555 - $723
6.95K $214K
MOTI
Vaneck Morningstar Internation

ETFs
-1.55K
- 17.05%
$29.93 - $33.7 $46.4K - $52.2K
7.54K $236K
TFLO
Ishares Treasury Floating Rate

ETFs
-840
- 2.59%
$50.44 - $50.7 $42.4K - $42.6K
31.6K $1.6M
INTU
Intuit Inc

Technology
-68
- 4.81%
$562.97 - $670.27 $38.3K - $45.6K
1.35K $885K
EMR
Emerson Electric CO

Industrials
-25
- 0.26%
$105.97 - $115.59 $2.65K - $2.89K
9.45K $1.04M
CPRT
Copart Inc

Consumer Cyclical
-164
- 3.0%
$52.14 - $58.07 $8.55K - $9.52K
5.3K $287K
CHD
Church & Dwight CO Inc

Consumer Defensive
-247
- 4.65%
$101.08 - $109.91 $25K - $27.1K
5.06K $525K
CI
Cigna Corp

Healthcare
-1
- 0.12%
$330.57 - $364.08 $331 - $364
830 $274K
DGS
Wisdomtree Emerging Markets Sm

ETFs
-660
- 5.69%
$49.52 - $53.11 $32.7K - $35.1K
10.9K $562K
CATC
Cambridge Bancorp

Financial Services
-450
- 7.24%
$59.61 - $69.91 $26.8K - $31.5K
5.77K $398K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-77
- 2.36%
$124.6 - $132.46 $9.59K - $10.2K
3.19K $406K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-109
- 0.51%
$70.55 - $72.66 $7.69K - $7.92K
21.4K $1.54M
Veralto Corp W/I
-421
- 8.64%
N/A
4.45K $425K
WM
Waste Management Inc

Industrials
-45
- 0.25%
$200.55 - $213.34 $9.02K - $9.6K
17.6K $3.76M
ALC
Alcon Inc

Healthcare
-254
- 7.45%
$77.58 - $92.26 $19.7K - $23.4K
3.16K $281K
UL
Unilever PLC

Consumer Defensive
-192
- 4.69%
$46.47 - $56.38 $8.92K - $10.8K
3.9K $214K
AXP
American Express CO

Financial Services
-150
- 1.3%
$217.5 - $243.08 $32.6K - $36.5K
11.4K $2.65M
RTX
Raytheon Technologies Corp

Industrials
-125
- 1.59%
$97.55 - $108.44 $12.2K - $13.6K
7.76K $779K
META
Meta Platforms, Inc.

Communication Services
-37
- 2.22%
$430.17 - $527.34 $15.9K - $19.5K
1.63K $823K
BK
Bank Of New York Mellon Corp

Financial Services
-150
- 1.09%
$54.0 - $60.74 $8.1K - $9.11K
13.6K $815K
TXN
Texas Instruments Inc

Technology
-100
- 4.65%
$159.68 - $202.54 $16K - $20.3K
2.05K $399K
HON
Honeywell International Inc

Industrials
-30
- 0.5%
$190.36 - $215.89 $5.71K - $6.48K
6.03K $1.29M
KMB
Kimberly Clark Corp

Consumer Defensive
-140
- 1.8%
$123.89 - $141.67 $17.3K - $19.8K
7.64K $1.06M
AFL
Aflac Inc

Financial Services
-225
- 1.03%
$79.64 - $90.43 $17.9K - $20.3K
21.6K $1.93M
BSX
Boston Scientific Corp

Healthcare
-100
- 1.17%
$67.33 - $77.71 $6.73K - $7.77K
8.44K $650K
IGM
Ishares Expanded Tech Sector E

ETFs
-342
- 2.79%
$80.02 - $95.38 $27.4K - $32.6K
11.9K $1.12M
VV
Vanguard Large Cap ETF

ETFs
-117
- 1.08%
$227.27 - $251.65 $26.6K - $29.4K
10.7K $2.66M
KO
Coca Cola CO

Consumer Defensive
-239
- 0.5%
$58.06 - $64.15 $13.9K - $15.3K
47.2K $3.01M
ZBRA
Zebra Technologies Corp

Technology
-1.55K
- 1.92%
$268.07 - $327.0 $414K - $505K
79.1K $24.4M
AMGN
Amgen Inc

Healthcare
-52
- 0.61%
$262.75 - $319.31 $13.7K - $16.6K
8.42K $2.63M
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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