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

SEC FilingSEC DataHachi Filing

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
CIK: boston-family-office
Manager Name: Boston-Family-Office

Data Enrichment

86% identified

242 identified38 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

280 positions • $1.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 4 of 14

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46138G870

Shares:233.3K

Value:$5.7M

% of Portfolio:400.5% ($5.7M/$1.4M)

641069406

Shares:55.7K

Value:$5.6M

% of Portfolio:399.0% ($5.6M/$1.4M)

921937827

BSV|921937827

Shares:70.7K

Value:$5.5M

% of Portfolio:391.8% ($5.5M/$1.4M)

Zoetis Inc.

ZTS|98978V103

Shares:33.3K

Value:$5.5M

% of Portfolio:387.9% ($5.5M/$1.4M)

92189F643

Shares:60.8K

Value:$5.4M

% of Portfolio:379.1% ($5.4M/$1.4M)

ASML HOLDING NV

ASML|N07059210

Shares:7.4K

Value:$4.9M

% of Portfolio:349.1% ($4.9M/$1.4M)

TE Connectivity plc

TEL|G87052109

Shares:34.5K

Value:$4.9M

% of Portfolio:345.1% ($4.9M/$1.4M)

LOWES COMPANIES INC

LOW|548661107

Shares:20.7K

Value:$4.8M

% of Portfolio:341.6% ($4.8M/$1.4M)

46436E858

Shares:200.9K

Value:$4.6M

% of Portfolio:326.4% ($4.6M/$1.4M)

Merck & Co., Inc.

MRK|58933Y105

Shares:50.5K

Value:$4.5M

% of Portfolio:321.0% ($4.5M/$1.4M)

ANALOG DEVICES INC

ADI|032654105

Shares:22.1K

Value:$4.5M

% of Portfolio:316.3% ($4.5M/$1.4M)

ELI LILLY & Co

LLY|532457108

Shares:5.3K

Value:$4.4M

% of Portfolio:308.9% ($4.4M/$1.4M)

46436E841

Shares:194.2K

Value:$4.4M

% of Portfolio:308.4% ($4.4M/$1.4M)

92206C102

VGSH|92206C102

Shares:70.3K

Value:$4.1M

% of Portfolio:292.2% ($4.1M/$1.4M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:17.7K

Value:$4.1M

% of Portfolio:289.6% ($4.1M/$1.4M)

NETFLIX INC

NFLX|64110L106

Shares:4.4K

Value:$4.1M

% of Portfolio:288.8% ($4.1M/$1.4M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:8.7K

Value:$4.1M

% of Portfolio:288.5% ($4.1M/$1.4M)

GENERAL MILLS INC

GIS|370334104

Shares:67.1K

Value:$4.0M

% of Portfolio:283.9% ($4.0M/$1.4M)

EXXON MOBIL CORP

XOM|30231G102

Shares:33.7K

Value:$4.0M

% of Portfolio:283.7% ($4.0M/$1.4M)

WELLTOWER INC.

WELL|95040Q104

Shares:25.8K

Value:$4.0M

% of Portfolio:280.3% ($4.0M/$1.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46138G870)✕	233.3K	QoQ +2.10% (+4.8K) YoY -27.65% (-89.2K)	All Managers (Combined)	$5.7M	400.5% ($5.7M/$1.4M)	QoQ +2.31% (+$0) YoY -26.22% (-$2)
(cusip641069406)✕	55.7K	QoQ -19.35% (-13.4K) YoY -40.17% (-37.4K)	All Managers (Combined)	$5.6M	399.0% ($5.6M/$1.4M)	QoQ -0.21% (-$0) YoY -43.01% (-$4)
(BSVcusip921937827)	70.7K	QoQ -5.13% (-3.8K) YoY -24.43% (-22.8K)	All Managers (Combined)	$5.5M	391.8% ($5.5M/$1.4M)	QoQ -3.89% (-$0) YoY -22.84% (-$2)
Zoetis Inc.(ZTScusip98978V103)	33.3K	QoQ +20.83% (+5.7K) YoY NEW(+33.3K)	All Managers (Combined)	$5.5M	387.9% ($5.5M/$1.4M)	QoQ +22.11% (+$1) YoY NEW(+$5)
(cusip92189F643)✕	60.8K	QoQ +26.51% (+12.7K) YoY +53.47% (+21.2K)	All Managers (Combined)	$5.4M	379.1% ($5.4M/$1.4M)	QoQ +20.05% (+$1) YoY +50.21% (+$2)
ASML HOLDING NV(ASMLcusipN07059210)	7.4K	QoQ +6.69% (+467) YoY NEW(+7.4K)	All Managers (Combined)	$4.9M	349.1% ($4.9M/$1.4M)	QoQ +2.00% (+$0) YoY NEW(+$5)
TE Connectivity plc(TELcusipG87052109)	34.5K	QoQ -1.01% (-353) YoY NEW(+34.5K)	All Managers (Combined)	$4.9M	345.1% ($4.9M/$1.4M)	QoQ -2.14% (-$0) YoY NEW(+$5)
LOWES COMPANIES INC(LOWcusip548661107)	20.7K	QoQ -8.74% (-2.0K) YoY -9.05% (-2.1K)	All Managers (Combined)	$4.8M	341.6% ($4.8M/$1.4M)	QoQ -13.76% (-$1) YoY -16.72% (-$1)
(cusip46436E858)✕	200.9K	QoQ +5.12% (+9.8K) YoY +161.87% (+124.2K)	All Managers (Combined)	$4.6M	326.4% ($4.6M/$1.4M)	QoQ +5.71% (+$0) YoY +164.52% (+$3)
Merck & Co., Inc.(MRKcusip58933Y105)	50.5K	QoQ -0.46% (-235) YoY -1.98% (-1.0K)	All Managers (Combined)	$4.5M	321.0% ($4.5M/$1.4M)	QoQ -10.18% (-$1) YoY -33.31% (-$2)
ANALOG DEVICES INC(ADIcusip032654105)	22.1K	QoQ -0.70% (-158) YoY -7.49% (-1.8K)	All Managers (Combined)	$4.5M	316.3% ($4.5M/$1.4M)	QoQ -5.74% (-$0) YoY -5.68% (-$0)
ELI LILLY & Co(LLYcusip532457108)	5.3K	QoQ 0.00% (+0) YoY -5.45% (-305)	All Managers (Combined)	$4.4M	308.9% ($4.4M/$1.4M)	QoQ +6.96% (+$0) YoY +0.36% (-$0)
(cusip46436E841)✕	194.2K	QoQ +7.73% (+13.9K) YoY NEW(+194.2K)	All Managers (Combined)	$4.4M	308.4% ($4.4M/$1.4M)	QoQ +8.82% (+$0) YoY NEW(+$4)
(VGSHcusip92206C102)	70.3K	QoQ +8.81% (+5.7K) YoY -3.15% (-2.3K)	All Managers (Combined)	$4.1M	292.2% ($4.1M/$1.4M)	QoQ +9.76% (+$0) YoY -2.11% (-$0)
WASTE MANAGEMENT INC(WMcusip94106L109)	17.7K	QoQ +0.31% (+55) YoY -0.11% (-20)	All Managers (Combined)	$4.1M	289.6% ($4.1M/$1.4M)	QoQ +15.08% (+$1) YoY +8.49% (-$0)
NETFLIX INC(NFLXcusip64110L106)	4.4K	QoQ +650.08% (+3.8K) YoY NEW(+4.4K)	All Managers (Combined)	$4.1M	288.8% ($4.1M/$1.4M)	QoQ +684.23% (+$4) YoY NEW(+$4)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	8.7K	QoQ -3.44% (-310) YoY -7.31% (-685)	All Managers (Combined)	$4.1M	288.5% ($4.1M/$1.4M)	QoQ -11.43% (-$1) YoY -2.09% (-$0)
GENERAL MILLS INC(GIScusip370334104)	67.1K	QoQ 0.00% (-0) YoY -0.37% (-250)	All Managers (Combined)	$4.0M	283.9% ($4.0M/$1.4M)	QoQ -6.24% (-$0) YoY -14.86% (-$1)
EXXON MOBIL CORP(XOMcusip30231G102)	33.7K	QoQ +8.54% (+2.7K) YoY +16.43% (+4.8K)	All Managers (Combined)	$4.0M	283.7% ($4.0M/$1.4M)	QoQ +20.01% (+$1) YoY +19.11% (+$1)
WELLTOWER INC.(WELLcusip95040Q104)	25.8K	QoQ -3.01% (-803) YoY +0.92% (+238)	All Managers (Combined)	$4.0M	280.3% ($4.0M/$1.4M)	QoQ +17.90% (-$1) YoY +65.46% (+$2)