Boston Family Office LLC Portfolio Holdings

Boston Family Office LLC

  • $1.46 Billion
  • Q4 2024

Boston Family Office LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.46 Billion distributed in 275 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $79.4M, Microsoft Corp with a value of $57M, Amazon Com Inc with a value of $54M, Visa Inc. with a value of $43.9M, and Alphabet Inc. with a value of $39.7M.

Examining the 13F form we can see an decrease of $20.4M in the current position value, from $1.48B to 1.46B.

Boston Family Office LLC is based out at Boston, MA

Below you can find more details about Boston Family Office LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.46 Billion
Technology: $352 Million
ETFs: $208 Million
Healthcare: $191 Million
Industrials: $164 Million
Financial Services: $146 Million
Consumer Cyclical: $94.6 Million
Consumer Defensive: $74.3 Million
Communication Services: $69.3 Million
Other: $145 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$265B
$5.65 Million 0.39% of portfolio
69,061
Q4 2024 Reduced 17.0%
$143B
$5.5 Million 0.38% of portfolio
45,558
Q4 2024 Reduced 0.37%
$152B
$5.59 Million 0.38% of portfolio
22,662
Q4 2024 Reduced 1.19%
$229B
$5.05 Million 0.35% of portfolio
50,720
Q4 2024 Reduced 2.53%
$19.8B
$4.78 Million 0.33% of portfolio
11,403
Q2 2024 Reduced 4.02%
$277B
$4.83 Million 0.33% of portfolio
6,972
Q4 2024 Added 105.06%
$115B
$4.74 Million 0.33% of portfolio
22,303
Q4 2024 Reduced 2.44%
$77.2B
$4.49 Million 0.31% of portfolio
27,528
Q4 2024 Reduced 18.78%
$79.8B
$4.19 Million 0.29% of portfolio
11,342
Q3 2024 Added 3.28%
$35.6B
$4.28 Million 0.29% of portfolio
67,051
Q4 2024 Reduced 0.37%
$860B
$4.08 Million 0.28% of portfolio
5,282
Q3 2024 Reduced 5.12%
$201B
$3.85 Million 0.26% of portfolio
44,804
Q4 2024 Added 0.63%
$15.7B
$3.78 Million 0.26% of portfolio
30,735
Q4 2024 Reduced 1.05%
$19B
$3.61 Million 0.25% of portfolio
22,248
Q4 2024 Added 0.09%
$94.2B
$3.55 Million 0.24% of portfolio
17,607
Q4 2024 Reduced 0.09%
$70.2B
$3.36 Million 0.23% of portfolio
26,635
Q4 2024 Added 1.59%
$459B
$3.34 Million 0.23% of portfolio
31,034
Q4 2024 Reduced 0.79%
$80.2B
$3 Million 0.21% of portfolio
11,820
Q4 2024 Reduced 1.38%
$306B
$2.9 Million 0.2% of portfolio
46,567
Q4 2024 Reduced 0.44%
$156B
$2.77 Million 0.19% of portfolio
73,874
Q4 2024 Reduced 1.6%
$182B
$2.76 Million 0.19% of portfolio
69,057
Q4 2024 Reduced 15.26%
$173B
$2.69 Million 0.18% of portfolio
17,475
Q3 2024 Reduced 3.69%
$166B
$2.65 Million 0.18% of portfolio
35,000
Q4 2024 Reduced 5.41%
$438B
$2.61 Million 0.18% of portfolio
5,158
Q4 2024 Reduced 0.64%
$12.3B
$2.54 Million 0.17% of portfolio
24,563
Q4 2022 New
$56.1B
$2.46 Million 0.17% of portfolio
10,480
Q2 2024 Reduced 17.35%
$25.2B
$2.27 Million 0.16% of portfolio
3,939
Q4 2024 Reduced 0.38%
$444B
$2.33 Million 0.16% of portfolio
14,007
Q4 2024 Reduced 3.46%
$67.3B
$2.33 Million 0.16% of portfolio
8,264
Q4 2024 Reduced 2.37%
$67.9B
$2.21 Million 0.15% of portfolio
21,397
Q4 2024 Reduced 0.93%
$164B
$2.15 Million 0.15% of portfolio
8,234
Q4 2024 Reduced 1.55%
$69.5B
$2.14 Million 0.15% of portfolio
4,405
Q4 2024 Added 0.96%
$121B
$2.18 Million 0.15% of portfolio
27,305
Q4 2024 Added 1.54%
$452B
$2.04 Million 0.14% of portfolio
3
Q2 2018 Reduced 25.0%
$263B
$1.84 Million 0.13% of portfolio
20,339
Q4 2024 Reduced 2.41%
$1.03B
$1.95 Million 0.13% of portfolio
125,000
Q1 2024 Added 25.0%
$56.4B
$1.82 Million 0.13% of portfolio
13,478
Q3 2024 Added 0.37%
$146B
$1.8 Million 0.12% of portfolio
67,845
Q4 2024 Added 2.36%
-
$1.69 Million 0.12% of portfolio
-
Q4 2024 New
$87.7B
$1.82 Million 0.12% of portfolio
30,386
Q4 2024 Added 4.82%
$28.6B
$1.55 Million 0.11% of portfolio
2,614
Q4 2024 Added 1,031.6%
$83.2B
$1.6 Million 0.11% of portfolio
12,416
Q3 2024 Reduced 0.7%
$140B
$1.59 Million 0.11% of portfolio
17,240
Q2 2023 Reduced 1.71%
$20.8B
$1.47 Million 0.1% of portfolio
17,000
Q4 2023 Reduced 10.53%
$125B
$1.42 Million 0.1% of portfolio
25,179
Q4 2024 Added 4.14%
$63.9B
$1.28 Million 0.09% of portfolio
5,647
Q4 2024 Reduced 15.26%
$38.9B
$1.25 Million 0.09% of portfolio
18,003
Q4 2024 Added 5.04%
$234B
$1.26 Million 0.09% of portfolio
12,935
Q1 2024 Reduced 1.15%
$143B
$1.36 Million 0.09% of portfolio
6,007
Q4 2024 Reduced 10.42%

Summary

  • Portfolio
  • No. of Stocks 275
  • Current Value $1.46 Billion
  • Prior Value $1.48 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 117 stocks
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