Boston Family Office LLC Portfolio Holdings by Sector
Boston Family Office LLC
- $1.57 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO SPY VTIP VXF VIG MDY VCSH IJR 67 stocks |
$230,267
14.91% of portfolio
|
23
|
18
|
3
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PANW SNPS ADBE PLTR ORCL CRWD 7 stocks |
$139,192
9.01% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ROK ROP ETN XYL PH ITW EMR IR 12 stocks |
$90,430
5.85% of portfolio
|
5
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL META NN 4 stocks |
$76,613
4.96% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$75,072
4.86% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
IQV TMO IDXX DHR WAT NEOG 6 stocks |
$68,894
4.46% of portfolio
|
- |
6
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL APD SHW RPM 4 stocks |
$59,913
3.88% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV LLY JNJ MRK AMGN GILD PFE NVS 9 stocks |
$58,562
3.79% of portfolio
|
4
|
4
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$56,373
3.65% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V AXP MA 3 stocks |
$52,284
3.39% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
NOW CRM TYL INTU SHOP DUOL UBER SSNC 8 stocks |
$49,569
3.21% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA ADI TSM MPWR QCOM AVGO TXN INTC 9 stocks |
$42,290
2.74% of portfolio
|
5
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK ABT MDT BSX STE PODD VRAY 7 stocks |
$41,835
2.71% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP NSC 2 stocks |
$32,448
2.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A HIG 3 stocks |
$32,338
2.09% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI MCO ICE 3 stocks |
$27,364
1.77% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT WY LAMR 3 stocks |
$24,581
1.59% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ATR HOLX BDX ALC 4 stocks |
$23,751
1.54% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
MKC NSRGY GIS K 4 stocks |
$22,797
1.48% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC AJG BRO 3 stocks |
$22,613
1.46% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM SHEL 3 stocks |
$22,143
1.43% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE WEC D 3 stocks |
$21,765
1.41% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$21,695
1.4% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
ZBRA CSCO 2 stocks |
$16,720
1.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX 2 stocks |
$16,208
1.05% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT TGT 3 stocks |
$15,043
0.97% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC 2 stocks |
$14,802
0.96% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CLX KMB CL CHD UL 6 stocks |
$14,423
0.93% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$13,217
0.86% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$12,141
0.79% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$10,369
0.67% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML AMAT TER 3 stocks |
$10,228
0.66% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EOG COP FANG 3 stocks |
$9,658
0.63% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$9,118
0.59% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX 2 stocks |
$8,480
0.55% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
LECO 1 stocks |
$8,130
0.53% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$7,846
0.51% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
FISV INOD ACN IBM SAIC CTSH LDOS 7 stocks |
$5,813
0.38% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT JCI CARR 3 stocks |
$5,722
0.37% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH GLW FLEX 3 stocks |
$5,603
0.36% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
HUBB ABB 2 stocks |
$5,321
0.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$5,148
0.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$4,567
0.3% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM WCN 2 stocks |
$4,338
0.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ CMCSA T 3 stocks |
$3,986
0.26% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX LHX 2 stocks |
$3,247
0.21% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BK NTRS BX CEF JHG 5 stocks |
$3,086
0.2% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM HON 2 stocks |
$2,655
0.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CVS 2 stocks |
$2,637
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$2,518
0.16% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$2,462
0.16% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL 1 stocks |
$2,346
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO VRTX RLAY 3 stocks |
$2,336
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
LNG KMI AM 3 stocks |
$2,317
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Solar | Technology
FSLR 1 stocks |
$2,007
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$1,971
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK 1 stocks |
$1,894
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PNC EBC USB FRST 4 stocks |
$1,513
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY AZO 2 stocks |
$1,295
0.08% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
FDX 1 stocks |
$1,273
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
CB TRV PGR 3 stocks |
$1,208
0.08% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
STWD 1 stocks |
$1,159
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
GATX 1 stocks |
$1,152
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FAST WSO 2 stocks |
$1,005
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
TRMB KEYS 2 stocks |
$816
0.05% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
ALLE 1 stocks |
$771
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
CPK NJR 2 stocks |
$642
0.04% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Business Equipment & Supplies | Industrials
AVY 1 stocks |
$487
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
LEN 1 stocks |
$484
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$453
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$435
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
AEM 1 stocks |
$395
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
ABNB 1 stocks |
$329
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS 1 stocks |
$295
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$274
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
TRNO 1 stocks |
$251
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
RACE 1 stocks |
$249
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Publishing | Communication Services
NYT 1 stocks |
$241
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
STX 1 stocks |
$236
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT 1 stocks |
$234
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
VMC 1 stocks |
$215
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|