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:
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Page 2 of 14
922020805
Shares:227.8K
Value:$11.4M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
36.0K | All Managers (Combined) | $21.3M | QoQ +8.10% (-$2)YoY -3.80% (-$1) | ||
ServiceNow, Inc.(NOWcusip81762P102) | 25.4K | All Managers (Combined) | $20.2M | QoQ -14.32% (-$3)YoY +17.55% (+$3) | |
40.0K | All Managers (Combined) | $19.9M | QoQ -4.76% (-$1)YoY -10.93% (-$2) | ||
277.6K | All Managers (Combined) | $19.7M | QoQ -2.61% (-$1)YoY +11.71% (+$2) | ||
75.5K | All Managers (Combined) | $19.5M | QoQ -12.07% (-$3)YoY -19.37% (-$5) | ||
CHEVRON CORP(CVXcusip166764100) | 111.3K | QoQ -0.84% (-950)YoY -0.49% (-551) | All Managers (Combined) | $18.6M | QoQ +14.52% (-$2)YoY +5.53% (-$1) |
106.7K | All Managers (Combined) | $18.2M | QoQ -2.45% (-$0)YoY +72.89% (+$8) | ||
197.6K | All Managers (Combined) | $16.3M | QoQ +7.22% (-$1)YoY +31.68% (+$4) | ||
56.9K | All Managers (Combined) | $16.1M | QoQ -29.36% (-$7)YoY -33.85% (-$8) | ||
ADOBE INC.(ADBEcusip00724F101) | 41.2K | All Managers (Combined) | $15.8M | QoQ -14.77% (-$3)YoY -13.11% (-$2) | |
AbbVie Inc.(ABBVcusip00287Y109) | 72.6K | All Managers (Combined) | $15.2M | QoQ +16.48% (-$2)YoY +8.02% (-$1) | |
85.2K | All Managers (Combined) | $14.1M | QoQ +12.38% (-$2)YoY -0.59% (-$0) | ||
NVIDIA CORP(NVDAcusip67066G104) | 126.0K | All Managers (Combined) | $13.7M | ||
28.7K | All Managers (Combined) | $12.0M | QoQ +6.31% (+$1)YoY -17.63% (-$3) | ||
12.4K | QoQ -0.78% (-98)YoY -5.44% (-713) | All Managers (Combined) | $11.7M | QoQ +2.41% (-$0)YoY +22.06% (-$2) | |
46.9K | QoQ -1.01% (-479)YoY -0.96% (-457) | All Managers (Combined) | $11.5M | QoQ +1.30% (-$0)YoY +21.28% (-$2) | |
(cusip922020805)✕ | 227.8K | All Managers (Combined) | $11.4M | QoQ +9.14% (+$1)YoY +53.51% (+$4) | |
Eaton Corp plc(ETNcusipG29183103) | 41.6K | All Managers (Combined) | $11.3M | QoQ -11.65% (-$1)YoY -1.13% (-$0) | |
85.1K | All Managers (Combined) | $11.3M | QoQ +14.65% (-$1)YoY +13.36% (-$1) | ||
62.2K | All Managers (Combined) | $10.7M | QoQ -2.67% (-$0)YoY +27.17% (+$2) |