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 5 of 14
46641Q837
Shares:74.9K
Value:$3.8M
46436E833
Shares:132.5K
Value:$2.9M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
11.3K | QoQ +0.04% (-5)YoY +2.18% (+243) | All Managers (Combined) | $3.8M | QoQ -8.73% (-$0)YoY +14.70% (+$0) | |
(cusip46641Q837)✕ | 74.9K | All Managers (Combined) | $3.8M | QoQ -10.37% (-$0)YoY -46.64% (-$3) | |
6.6K | All Managers (Combined) | $3.7M | QoQ -18.10% (-$1)YoY -34.05% (-$2) | ||
30.7K | QoQ 0.00% (-0)YoY -1.03% (-320) | All Managers (Combined) | $3.6M | QoQ -6.00% (-$0)YoY -3.76% (-$0) | |
13.2K | All Managers (Combined) | $3.6M | QoQ +4.96% (+$0)YoY +34.66% (+$1) | ||
HUBBELL INC(HUBBcusip443510607) | 10.7K | All Managers (Combined) | $3.5M | QoQ -25.93% (-$1)YoY -28.24% (-$1) | |
COCA COLA CO(KOcusip191216100) | 46.0K | All Managers (Combined) | $3.3M | QoQ +13.62% (-$0)YoY +13.42% (-$0) | |
CLOROX CO /DE/(CLXcusip189054109) | 22.3K | QoQ +0.09% (-22) | All Managers (Combined) | $3.3M | QoQ -9.24% (-$0)YoY -8.53% (-$0) |
54.6K | All Managers (Combined) | $3.2M | QoQ -5.71% (-$0)YoY -9.46% (-$0) | ||
41.3K | All Managers (Combined) | $3.2M | QoQ -7.70% (-$0)YoY -0.18% (-$0) | ||
5.8K | All Managers (Combined) | $3.0M | QoQ +16.51% (+$0)YoY +28.21% (+$1) | ||
(cusip46436E833)✕ | 132.5K | YoY NEW(+132.5K) | All Managers (Combined) | $2.9M | QoQ +50.87% (+$1)YoY NEW(+$3) |
34.0K | All Managers (Combined) | $2.9M | QoQ +8.42% (-$0) | ||
11.6K | QoQ -2.10% (-249)YoY -2.06% (-244) | All Managers (Combined) | $2.9M | QoQ -4.23% (-$0)YoY -9.46% (-$0) | |
QUALCOMM INC/DE(QCOMcusip747525103) | 17.5K | QoQ 0.00% (-0) | All Managers (Combined) | $2.7M | QoQ -0.03% (-$0)YoY -14.68% (-$0) |
10.3K | QoQ -3.37% (-361)YoY -4.08% (-441) | All Managers (Combined) | $2.7M | QoQ -7.92% (-$0)YoY +2.82% (-$0) | |
NOVO NORDISK A S(NVOcusip670100205) | 37.8K | All Managers (Combined) | $2.6M | QoQ -31.81% (-$1)YoY -55.51% (-$3) | |
27.4K | All Managers (Combined) | $2.5M | QoQ -7.12% (-$0)YoY +18.49% (+$0) | ||
55.9K | All Managers (Combined) | $2.5M | QoQ -8.18% (-$0)YoY -29.63% (-$1) | ||
8.1K | QoQ -2.16% (-178)YoY -4.86% (-412) | All Managers (Combined) | $2.5M | QoQ +16.96% (-$0)YoY +4.23% (-$0) |