Boston-Family-Office
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "FLEX", "MPWR", null, null, null, null, null, null, null, null, "INOD", "ATR", "GATX", null, null, "ACN", "MMM", "ABNB", "ABT", "ABBV", "ADBE", "APD", "GOOGL", "VDE", "AXP", "ASML", "T", "AM", "CAT", "AVGO", "LOW", "BRO", "BSX", null, "D", "EOG", null, "RLAY", "GILD", "GIS", "HON", "HD", "MCD", "INTU", null, "RPM", null, "UNP", "QCOM", "HUBB", "LEN", "ITW", "AMAT", "EMR", null, "META", null, "IVW", "IJH", "FRST", null, "IQV", null, "KMI", "LIN", "MMC", "MA", "PODD", "MDT", "MSFT", "MDLZ", "DUOL", "NEOG", "FTV", "NTRS", "HIG", "HOLX", "NVS", null, "ORLY", "BX", "FAST", "ANSS", "IJR", "ORCL", "VGIT", null, "IWF", "PANW", "PYPL", "PEP", "PNC", "VGSH", "PGR", null, "IVV", null, "UNH", "AAPL", "SPY", null, "ECL", "NVDA", "GS", "INTC", "PLTR", "PFE", "PG", "MRK", "VZ", "KEYS", "MKC", "NN", "AMGN", "KVUE", "NYT", "ROK", "SPGI", null, "NOW", "SHW", "ROP", "ROST", "SHEL", "RTX", "STX", null, "AMT", "IBM", "SSNC", "SYK", "SBUX", "SNPS", "TEL", "TXN", "TGT", "TMO", "TJX", "TRV", "TYL", "UL", "BIV", "VNQ", "VO", "VXF", "VV", "EBC", "ALC", "VWO", "VIG", null, "IWO", "WY", "TSM", "VYM", "VRTX", "K", "TT", "SAIC", "LECO", "STWD", "AVY", "AFL", "APH", "ALLE", "SDY", "FI", "DOV", "WEC", "DEO", "WM", "FSLR", "IWR", "WCN", "IR", "IDXX", "RACE", "NVO", "AMZN", "IVE", null, "EGP", "CEF", null, "VEU", "USB", null, "VUG", "VEA", null, "VXUS", "BND", "BSV", "VB", "VOO", "VUSB", "VLTO", "V", "WMT", "WAT", "WFC", "WELL", null, "YUMC", "XYL", "ZBRA", null, null, null, "AEM", null, "NSC", "JCI", "NXPI", "TER", "TRMB", "OTIS", "CRM", "SWKS", "SYY", "MCK", "FDX", "STE", "KMB", "ADP", "AZO", "BK", "BRK-A", "BRK-B", "BDX", "BMY", "CHRW", "CARR", "CVX", "LNG", "CHD", "CSCO", "CLX", "KO", "CMCSA", "CTSH", "CL", "COP", "CPRT", "COST", "GLW", "CRSP", "CRWD", "CVS", "DHR", "DE", "FANG", "IJJ", "EFA", "ADI", "MCO", "IWB", "NEE", "NKE", "QQQ", "IWM", "MDY", "DIS", "ETN", "GOOG", "XOM", "JNJ", "LLY", "NFLX", "PM", "PH", "AWK", null, null, "MO", "MCHP", "VTI", "JPM", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-13
- Total Holdings
- 280
- Total Value
- 1411911
- Accession Number
- 0001039807-25-000004
- Form Type
- 13F-HR
- Manager Name
- Boston-Family-Office
Data Enrichment
86% identified242 identified38 unidentified
Holdings
280 positions
Manager:
Search and click to pin securities to the top
Page 14 of 14
464288653
Shares:2.3K
Value:$234.0K
81369Y506
Shares:2.3K
Value:$213.0K
92672L107
Shares:10.0K
Value:$0
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
2.8K | QoQ 0.00% (+0)YoY NEW(+2.8K) | All Managers (Combined) | $237.0K | QoQ +10.23% (+$0)YoY NEW(+$0) | |
(cusip464288653)✕ | 2.3K | QoQ -1.82% (-42)YoY NEW(+2.3K) | All Managers (Combined) | $234.0K | QoQ +2.18% (-$0)YoY NEW(+$0) |
162 | QoQ NEW(+162) YoY NEW(+162) | All Managers (Combined) | $232.0K | QoQ NEW(+$0) YoY NEW(+$0) | |
2.2K | All Managers (Combined) | $230.0K | QoQ -90.93% (-$2)YoY -87.70% (-$2) | ||
725 | All Managers (Combined) | $222.0K | QoQ -5.12% (-$0)YoY +6.22% (+$0) | ||
Ferrari N.V.(RACEcusipN3167Y103) | 513 | All Managers (Combined) | $220.0K | QoQ -10.93% (-$0)YoY -20.28% (-$0) | |
451 | YoY NEW(+451) | All Managers (Combined) | $219.0K | QoQ -1.35% (-$0)YoY NEW(+$0) | |
1.1K | QoQ 0.00% (-0) | All Managers (Combined) | $217.0K | QoQ -8.43% (-$0)YoY -5.65% (-$0) | |
3.9K | QoQ 0.00% (+0)YoY -9.94% (-425) | All Managers (Combined) | $216.0K | QoQ +4.34% (+$0)YoY +2.85% (-$0) | |
(cusip81369Y506)✕ | 2.3K | QoQ -4.23% (-101)YoY -4.23% (-101) | All Managers (Combined) | $213.0K | QoQ +4.41% (-$0)YoY -5.33% (-$0) |
US BANCORP \DE\(USBcusip902973304) | 5.0K | QoQ 0.00% (-0)YoY +6.91% (+323) | All Managers (Combined) | $211.0K | QoQ -11.71% (-$0)YoY +0.95% (+$0) |
UNILEVER PLC(ULcusip904767704) | 3.5K | QoQ NEW(+3.5K) | All Managers (Combined) | $209.0K | QoQ NEW(+$0) YoY +1.95% (-$0) |
4.2K | QoQ 0.00% (-0)YoY NEW(+4.2K) | All Managers (Combined) | $208.0K | QoQ -5.02% (-$0)YoY NEW(+$0) | |
3.1K | All Managers (Combined) | $203.0K | QoQ -27.50% (-$0)YoY -21.01% (-$0) | ||
370 | QoQ 0.00% (-0)YoY NEW(+370) | All Managers (Combined) | $202.0K | QoQ -4.71% (-$0)YoY NEW(+$0) | |
906 | QoQ -2.26% (-21)YoY NEW(+906) | All Managers (Combined) | $201.0K | QoQ -9.86% (-$0)YoY NEW(+$0) | |
INTEL CORP(INTCcusip458140100) | 8.8K | All Managers (Combined) | $200.0K | QoQ -13.41% (-$0)YoY -89.37% (-$2) | |
14.2K | QoQ 0.00% (-0)YoY -3.39% (-500) | All Managers (Combined) | $139.0K | QoQ -16.26% (-$0)YoY -22.34% (-$0) | |
12.4K | All Managers (Combined) | $32.0K | QoQ -37.25% (-$0)YoY -68.93% (-$0) | ||
(cusip92672L107)✕ | 10.0K | All Managers (Combined) | $0 |