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 7 of 14
46436E866
Shares:74.2K
Value:$1.7M
46436E593
Shares:80.0K
Value:$1.6M
46436E460
Shares:76.8K
Value:$1.6M
46436E296
Shares:64.2K
Value:$1.5M
464287721
Shares:9.7K
Value:$1.4M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
11.0K | All Managers (Combined) | $1.7M | QoQ +45.00% (+$1)YoY +66.00% (-$1) | ||
(cusip46436E866)✕ | 74.2K | All Managers (Combined) | $1.7M | QoQ -53.94% (-$2)YoY -22.06% (-$0) | |
12.9K | All Managers (Combined) | $1.7M | |||
PFIZER INC(PFEcusip717081103) | 67.3K | All Managers (Combined) | $1.7M | QoQ -5.22% (-$0)YoY -10.06% (-$0) | |
34.2K | QoQ +0.56% (+191)YoY NEW(+34.2K) | All Managers (Combined) | $1.7M | QoQ +1.06% (+$0)YoY NEW(+$2) | |
18.4K | QoQ +3.19% (+569)YoY +3.21% (+573) | All Managers (Combined) | $1.7M | QoQ +4.91% (+$0)YoY +8.05% (+$0) | |
27.1K | All Managers (Combined) | $1.7M | QoQ +16.15% (+$0)YoY +26.16% (+$0) | ||
FISERV INC(FIcusip337738108) | 7.4K | All Managers (Combined) | $1.6M | ||
(cusip46436E593)✕ | 80.0K | YoY NEW(+80.0K) | All Managers (Combined) | $1.6M | QoQ +9.47% (+$0)YoY NEW(+$2) |
(cusip46436E460)✕ | 76.8K | YoY NEW(+76.8K) | All Managers (Combined) | $1.6M | QoQ +9.09% (+$0)YoY NEW(+$2) |
NEXTNAV INC.(NNcusip65345N106) | 125.0K | All Managers (Combined) | $1.5M | QoQ -21.79% (-$0)YoY +84.81% (+$1) | |
TARGET CORP(TGTcusip87612E106) | 14.6K | All Managers (Combined) | $1.5M | QoQ -16.63% (-$0)YoY -38.99% (-$1) | |
2.6K | QoQ +0.19% (-5)YoY NEW(+2.6K) | All Managers (Combined) | $1.5M | QoQ -1.80% (-$0)YoY NEW(+$2) | |
(cusip46436E296)✕ | 64.2K | QoQ NEW(+64.2K) YoY NEW(+64.2K) | All Managers (Combined) | $1.5M | QoQ NEW(+$1) YoY NEW(+$1) |
17.0K | All Managers (Combined) | $1.4M | QoQ -1.56% (-$0)YoY -8.72% (-$0) | ||
NOVARTIS AG(NVScusip66987V109) | 12.9K | All Managers (Combined) | $1.4M | QoQ +14.53% (+$0)YoY +15.26% (+$0) | |
Accenture plc(ACNcusipG1151C101) | 4.6K | All Managers (Combined) | $1.4M | QoQ +30.14% (+$0)YoY +13.59% (+$0) | |
16.6K | All Managers (Combined) | $1.4M | QoQ -29.95% (-$1)YoY -26.37% (-$1) | ||
(cusip464287721)✕ | 9.7K | QoQ 0.00% (-0)YoY -3.96% (-400) | All Managers (Combined) | $1.4M | QoQ -11.95% (-$0)YoY -0.14% (-$0) |
COMCAST CORP(CMCSAcusip20030N101) | 36.0K | All Managers (Combined) | $1.3M | QoQ -52.02% (-$1)YoY -63.33% (-$2) |