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 6 of 14
922020748
Shares:30.1K
Value:$2.3M
46434V860
Shares:37.5K
Value:$1.9M
46436E825
Shares:82.9K
Value:$1.8M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
10.5K | QoQ -0.06% (-7) | All Managers (Combined) | $2.5M | QoQ +0.85% (-$0)YoY -23.23% (-$1) | |
47.8K | All Managers (Combined) | $2.4M | QoQ +10.41% (+$0)YoY -20.39% (-$1) | ||
3 | All Managers (Combined) | $2.4M | QoQ +17.22% (+$0)YoY +25.85% (+$0) | ||
Medtronic plc(MDTcusipG5960L103) | 26.4K | All Managers (Combined) | $2.4M | QoQ +8.75% (-$0)YoY -5.61% (-$0) | |
21.2K | QoQ -0.89% (-191)YoY -2.82% (-616) | All Managers (Combined) | $2.4M | QoQ +6.55% (-$0)YoY +25.82% (-$0) | |
(cusip922020748)✕ | 30.1K | YoY NEW(+30.1K) | All Managers (Combined) | $2.3M | QoQ +38.92% (+$1)YoY NEW(+$2) |
3.9K | All Managers (Combined) | $2.3M | |||
3.9K | QoQ -2.13% (-84)YoY -3.21% (-128) | All Managers (Combined) | $2.2M | QoQ -1.32% (-$0)YoY +32.36% (-$1) | |
8.0K | All Managers (Combined) | $2.1M | QoQ +17.52% (+$0)YoY +34.83% (+$1) | ||
30.0K | QoQ -1.13% (-346)YoY +2.76% (-809) | All Managers (Combined) | $2.0M | QoQ +12.28% (-$0)YoY -0.39% (-$0) | |
ORACLE CORP(ORCLcusip68389X105) | 14.4K | All Managers (Combined) | $2.0M | QoQ -13.62% (-$0)YoY -13.32% (-$0) | |
31.2K | All Managers (Combined) | $1.9M | QoQ +8.83% (+$0)YoY -14.94% (-$0) | ||
17.2K | All Managers (Combined) | $1.9M | QoQ +21.35% (+$0)YoY +52.96% (+$1) | ||
SYNOPSYS INC(SNPScusip871607107) | 4.4K | QoQ +0.99% (-44) | All Managers (Combined) | $1.9M | QoQ -10.75% (-$0)YoY -16.31% (-$0) |
(cusip46434V860)✕ | 37.5K | All Managers (Combined) | $1.9M | QoQ -8.74% (-$0)YoY +15.71% (+$0) | |
12.4K | QoQ 0.00% (+0)YoY +0.50% (+62) | All Managers (Combined) | $1.8M | QoQ +13.72% (+$0)YoY +39.16% (+$1) | |
(cusip46436E825)✕ | 82.9K | YoY NEW(+82.9K) | All Managers (Combined) | $1.8M | QoQ +6.18% (+$0)YoY NEW(+$2) |
29.5K | All Managers (Combined) | $1.8M | QoQ -1.91% (-$0)YoY -25.43% (-$1) | ||
Walmart Inc.(WMTcusip931142103) | 20.1K | All Managers (Combined) | $1.8M | QoQ -3.91% (-$0)YoY +38.83% (-$0) | |
FEDEX CORP(FDXcusip31428X106) | 7.2K | All Managers (Combined) | $1.8M | QoQ -24.21% (-$1)YoY -46.84% (-$2) |