Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
Apple Inc. | 335,924 | -9,227 | $64,676 |
AAPL | 335,924 | -9,227 | $64,676 |
Microsoft Corporation | 139,061 | -6,704 | $52,293 |
MSFT | 139,061 | -6,704 | $52,293 |
Amazon.com Inc. | 262,926 | -2,715 | $39,949 |
AMZN | 262,926 | -2,715 | $39,949 |
Visa Inc. Class A | 141,748 | -2,775 | $36,904 |
V | 141,748 | -2,775 | $36,904 |
ANSYS Inc. | 97,182 | -531 | $35,265 |
ANSS | 97,182 | -531 | $35,265 |
SPDR S&P 500 ETF Trust (SPY) | 73,821 | +1,604 | $35,088 |
SPY | 73,821 | +1,604 | $35,088 |
Union Pacific Corporation | 134,909 | -2,461 | $33,136 |
UNP | 134,909 | -2,461 | $33,136 |
Iqvia Holdings Inc | 139,820 | -877 | $32,352 |
IQV | 139,820 | -877 | $32,352 |
Alphabet Inc. Class C | 215,650 | -4,755 | $30,392 |
GOOG | 215,650 | -4,755 | $30,392 |
American Tower Corporation | 130,209 | -1,898 | $28,110 |
AMT | 130,209 | -1,898 | $28,110 |
Rockwell Automation Inc. | 83,457 | -1,394 | $25,912 |
ROK | 83,457 | -1,394 | $25,912 |
Salesforce Inc. | 91,161 | -227 | $23,988 |
CRM | 91,161 | -227 | $23,988 |
Berkshire Hathaway Inc. Class B | $23,781 | ||
BRK.B | 62,113 | -1,066 | $22,153 |
BRK.A | 3 | UNCH | $1,628 |
Aptargroup Inc. | 186,878 | -4,902 | $23,102 |
ATR | 186,878 | -4,902 | $23,102 |
Air Products and Chemicals Inc. | 83,911 | +1,288 | $22,975 |
APD | 83,911 | +1,288 | $22,975 |
Zebra Technologies Corporation Class A | 81,572 | +1,171 | $22,296 |
ZBRA | 81,572 | +1,171 | $22,296 |
S&P Global Inc. | 49,964 | +405 | $22,010 |
SPGI | 49,964 | +405 | $22,010 |
Roper Technologies Inc. | 40,218 | -1,221 | $21,926 |
ROP | 40,218 | -1,221 | $21,926 |
Marsh & McLennan Companies Inc. | 115,042 | +1,477 | $21,797 |
MMC | 115,042 | +1,477 | $21,797 |
Adobe Inc. | 35,025 | -2,556 | $20,896 |
ADBE | 35,025 | -2,556 | $20,896 |
Ecolab Inc. | 102,753 | -2,122 | $20,381 |
ECL | 102,753 | -2,122 | $20,381 |
Thermo Fisher Scientific Inc. | 38,379 | +716 | $20,371 |
TMO | 38,379 | +716 | $20,371 |
Stryker Corporation | 62,135 | -242 | $18,607 |
SYK | 62,135 | -242 | $18,607 |
NIKE Inc. Class B | 162,426 | +785 | $17,635 |
NKE | 162,426 | +785 | $17,635 |
Automatic Data Processing Inc. | 73,674 | -820 | $17,164 |
ADP | 73,674 | -820 | $17,164 |
Chevron Corporation | 111,356 | +9,048 | $16,610 |
CVX | 111,356 | +9,048 | $16,610 |
ServiceNow Inc. | 22,533 | -170 | $15,919 |
NOW | 22,533 | -170 | $15,919 |
NextEra Energy Inc. | 251,345 | +25,932 | $15,267 |
NEE | 251,345 | +25,932 | $15,267 |
IDEXX Laboratories Inc. | 27,186 | -260 | $15,090 |
IDXX | 27,186 | -260 | $15,090 |
Johnson & Johnson | 90,941 | -562 | $14,254 |
JNJ | 90,941 | -562 | $14,254 |
AbbVie Inc. | 79,337 | -1,131 | $12,295 |
ABBV | 79,337 | -1,131 | $12,295 |
Teradyne Inc. | 104,308 | -5,853 | $11,320 |
TER | 104,308 | -5,853 | $11,320 |
Nestle S.A. Sponsored ADR | 95,221 | -7,515 | $11,011 |
NSRGY | 95,221 | -7,515 | $11,011 |
CVS Health Corporation | 132,495 | -12,910 | $10,462 |
CVS | 132,495 | -12,910 | $10,462 |
PepsiCo Inc. | 60,603 | +2,296 | $10,293 |
PEP | 60,603 | +2,296 | $10,293 |
McCormick & Company Inc. | 149,187 | +4,240 | $10,207 |
MKC | 149,187 | +4,240 | $10,207 |
Procter & Gamble Company | 69,087 | -1,131 | $10,124 |
PG | 69,087 | -1,131 | $10,124 |
McDonald s Corporation | 33,270 | -167 | $9,865 |
MCD | 33,270 | -167 | $9,865 |
Abbott Laboratories | 89,579 | -592 | $9,860 |
ABT | 89,579 | -592 | $9,860 |
Xylem Inc. | 82,107 | +13 | $9,390 |
XYL | 82,107 | +13 | $9,390 |
Costco Wholesale Corporation | 13,618 | -630 | $8,989 |
COST | 13,618 | -630 | $8,989 |
Danaher Corporation | 38,005 | +708 | $8,792 |
DHR | 38,005 | +708 | $8,792 |
Eaton Corp. PLC | 36,339 | +902 | $8,751 |
ETN | 36,339 | +902 | $8,751 |
Lincoln Electric Holdings Inc. | 40,112 | -5,498 | $8,723 |
LECO | 40,112 | -5,498 | $8,723 |
Sherwin Williams Company | 27,748 | -2,307 | $8,655 |
SHW | 27,748 | -2,307 | $8,655 |
SPDR S&P Midcap 400 ETF Trust (MDY) | 16,744 | +24 | $8,496 |
MDY | 16,744 | +24 | $8,496 |
Vanguard Short Term Corporate Bond ETF (VCSH) | 109,713 | +263 | $8,488 |
VCSH | 109,713 | +263 | $8,488 |
JPMorgan Chase & Co. | 48,964 | -1,309 | $8,329 |
JPM | 48,964 | -1,309 | $8,329 |
Vanguard Dividend Appreciation ETF (VIG) | 48,383 | +1,449 | $8,244 |
VIG | 48,383 | +1,449 | $8,244 |
TE Connectivity LTD | 57,316 | -5,639 | $8,053 |
TEL | 57,316 | -5,639 | $8,053 |
See Full List: All Stocks Held By Boston Family Office LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
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See Details: Top 10 Stocks Held By Boston Family Office LLC
Size ($ in 1000's)
At 12/31/2023: $1,330,157 At 09/30/2023: $1,220,213 Boston Family Office LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Boston Family Office LLC 13F filings. Link to 13F filings: SEC filings |