The Analysis of BOSTON FAMILY OFFICE LLC's Holdings & P&L


Currently, BOSTON FAMILY OFFICE LLC holds 310 types of securities in its portfolio with a total value $1.5M. In the most recent quarter, they have increased their positions in VOO (+18.7K shares, valued at $11.2K), NVDA (+21.5K shares, valued at $3.8K), PH (+3.3K shares, valued at $2.9K); decreased their positions in GOOG (-21.0K shares, valued at $6.0K), SPY (-6.5K shares, valued at $4.2K), ROK (-7.1K shares, valued at $2.5K); initiated new positions in SPOT (+6.1K shares, valued at $2.9K), IBDY (+66.2K shares, valued at $1.6K), EMXC (+12.8K shares, valued at $1.0K).


1M P&L
+39.7M+2.53%
3M P&L
+59.2M+3.83%
HY P&L
+22.9M+1.45%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A292.9K
19.5%
2Software - Infrastructure86.6K
5.8%
3Internet Content & Information84.1K
5.6%

Top Industries by Stock Count

1N/A94 stocks
30.6%
2Drug Manufacturers - General10 stocks
3.3%
3Software - Application9 stocks
2.9%
Stock Holdings
AAPL
Apple Inc.
0.18%
Shares286.9K
Event2026-03-31
Filed2026-05-13
GOOG
Alphabet Inc. Class C
-10.36%
Shares181.9K
Event2026-03-31
Filed2026-05-13
AMZN
Amazon.com, Inc.
-3.28%
Shares250.2K
Event2026-03-31
Filed2026-05-13
MSFT
Microsoft Corporation
-0.72%
Shares137.0K
Event2026-03-31
Filed2026-05-13
VOO
Vanguard S&P 500 ETF
30.67%
Shares79.7K
Event2026-03-31
Filed2026-05-13
V
Visa Inc. Class A
-3.72%
Shares133.1K
Event2026-03-31
Filed2026-05-13
UNP
Union Pacific Corporation
-1.14%
Shares122.5K
Event2026-03-31
Filed2026-05-13
NVDA
NVIDIA Corporation
14.94%
Shares165.7K
Event2026-03-31
Filed2026-05-13
SPY
SPDR S&P 500 ETF Trust
-12.84%
Shares44.2K
Event2026-03-31
Filed2026-05-13
BRK.B
Berkshire Hathaway Inc. Class B
-6.47%
Shares56.6K
Event2026-03-31
Filed2026-05-13
NEE
NextEra Energy, Inc.
-2.27%
Shares265.1K
Event2026-03-31
Filed2026-05-13
SPGI
S&P Global, Inc.
3.15%
Shares57.5K
Event2026-03-31
Filed2026-05-13
SYK
Stryker Corporation
6.54%
Shares73.9K
Event2026-03-31
Filed2026-05-13
ECL
Ecolab Inc.
-5.00%
Shares89.4K
Event2026-03-31
Filed2026-05-13
ROK
Rockwell Automation, Inc.
-9.85%
Shares64.9K
Event2026-03-31
Filed2026-05-13
PANW
Palo Alto Networks, Inc.
11.50%
Shares137.7K
Event2026-03-31
Filed2026-05-13
CVX
Chevron Corporation
-5.73%
Shares103.7K
Event2026-03-31
Filed2026-05-13
APD
Air Products and Chemicals, Inc.
-0.96%
Shares72.2K
Event2026-03-31
Filed2026-05-13
AMT
American Tower Corporation
-1.89%
Shares119.9K
Event2026-03-31
Filed2026-05-13
IQV
Iqvia Holdings Inc
-3.00%
Shares116.6K
Event2026-03-31
Filed2026-05-13
TMO
Thermo Fisher Scientific Inc.
0.50%
Shares40.3K
Event2026-03-31
Filed2026-05-13
ATR
Aptargroup, Inc.
-4.85%
Shares150.0K
Event2026-03-31
Filed2026-05-13
LLY
Eli Lilly and Company
-0.51%
Shares18.8K
Event2026-03-31
Filed2026-05-13
MMC
Marsh
-0.86%
Shares97.2K
Event2026-03-31
Filed2026-05-13
JNJ
Johnson & Johnson
-6.24%
Shares68.9K
Event2026-03-31
Filed2026-05-13
GOOGL
Alphabet Inc. Class A
-3.93%
Shares57.1K
Event2026-03-31
Filed2026-05-13
CRM
Salesforce, Inc.
-5.81%
Shares84.2K
Event2026-03-31
Filed2026-05-13
ABBV
AbbVie, Inc.
-0.09%
Shares71.2K
Event2026-03-31
Filed2026-05-13
NOW
ServiceNow, Inc.
-1.46%
Shares144.8K
Event2026-03-31
Filed2026-05-13
VXF
Vanguard Extended Market ETF
10.42%
Shares73.2K
Event2026-03-31
Filed2026-05-13
VTIP
Vanguard Short-Term Inflation-Protected ETF
6.37%
Shares301.3K
Event2026-03-31
Filed2026-05-13
IDXX
IDEXX Laboratories, Inc.
-2.63%
Shares26.3K
Event2026-03-31
Filed2026-05-13
ETN
Eaton Corp. PLC
-0.70%
Shares41.2K
Event2026-03-31
Filed2026-05-13
ADP
Automatic Data Processing, Inc.
-2.89%
Shares71.5K
Event2026-03-31
Filed2026-05-13
VIG
Vanguard Dividend Appreciation ETF
11.67%
Shares63.9K
Event2026-03-31
Filed2026-05-13
JPM
JPMorgan Chase & Co.
3.86%
Shares46.7K
Event2026-03-31
Filed2026-05-13
PH
Parker-Hannifin Corporation
29.19%
Shares14.5K
Event2026-03-31
Filed2026-05-13
ROP
Roper Technologies, Inc.
-8.82%
Shares36.7K
Event2026-03-31
Filed2026-05-13
COST
Costco Wholesale Corporation
-4.34%
Shares12.9K
Event2026-03-31
Filed2026-05-13
META
Meta Platforms
26.51%
Shares22.0K
Event2026-03-31
Filed2026-05-13
VTI
Vanguard Total Stock Market ETF
11.41%
Shares36.0K
Event2026-03-31
Filed2026-05-13
XYL
Xylem Inc.
0.58%
Shares89.1K
Event2026-03-31
Filed2026-05-13
ASML
ASML Holding NV ADR
0.23%
Shares7.8K
Event2026-03-31
Filed2026-05-13
ZBRA
Zebra Technologies Corporation Class A
-6.07%
Shares48.8K
Event2026-03-31
Filed2026-05-13
PEP
PepsiCo, Inc.
-2.53%
Shares61.8K
Event2026-03-31
Filed2026-05-13
EOG
EOG Resources, Inc.
-7.31%
Shares65.6K
Event2026-03-31
Filed2026-05-13
MCD
McDonald's Corporation
5.54%
Shares29.8K
Event2026-03-31
Filed2026-05-13
NFLX
Netflix Inc
34.62%
Shares93.4K
Event2026-03-31
Filed2026-05-13
TJX
TJX Companies Inc
-3.64%
Shares53.7K
Event2026-03-31
Filed2026-05-13
LECO
Lincoln Electric Holdings, Inc.
-0.68%
Shares34.2K
Event2026-03-31
Filed2026-05-13
ABT
Abbott Laboratories
-1.94%
Shares81.0K
Event2026-03-31
Filed2026-05-13
PG
Procter & Gamble Company
-7.58%
Shares55.5K
Event2026-03-31
Filed2026-05-13
DIS
Walt Disney Company
3.90%
Shares82.4K
Event2026-03-31
Filed2026-05-13
TEL
TE Connectivity PLC
3.06%
Shares37.2K
Event2026-03-31
Filed2026-05-13
MKC
McCormick & Company, Inc.
3.90%
Shares147.7K
Event2026-03-31
Filed2026-05-13
SHW
Sherwin-Williams Company
-2.77%
Shares23.1K
Event2026-03-31
Filed2026-05-13
DHR
Danaher Corporation
-0.85%
Shares39.0K
Event2026-03-31
Filed2026-05-13
VCSH
Vanguard Short-Term Corporate Bond ETF
4.84%
Shares91.2K
Event2026-03-31
Filed2026-05-13
HD
Home Depot, Inc.
0.93%
Shares21.4K
Event2026-03-31
Filed2026-05-13
ADI
Analog Devices, Inc.
0.42%
Shares21.9K
Event2026-03-31
Filed2026-05-13
VCRB
Vanguard Core Bond ETF
24.84%
Shares89.4K
Event2026-03-31
Filed2026-05-13
MDY
SPDR S&P Midcap 400 ETF Trust
-4.10%
Shares11.1K
Event2026-03-31
Filed2026-05-13
MOAT
VanEck Morningstar Wide Moat ETF
1.45%
Shares67.2K
Event2026-03-31
Filed2026-05-13
NKE
NIKE, Inc. Class B
-3.75%
Shares122.4K
Event2026-03-31
Filed2026-05-13
IJR
iShares Core S&P Small Cap ETF
-8.18%
Shares51.5K
Event2026-03-31
Filed2026-05-13
VRP
Invesco Variable Rate Preferred ETF
3.51%
Shares256.9K
Event2026-03-31
Filed2026-05-13
IBTH
iShares iBonds Treasury 2027
5.22%
Shares272.7K
Event2026-03-31
Filed2026-05-13
IBTI
iShares iBonds Treasury 2028
5.69%
Shares266.0K
Event2026-03-31
Filed2026-05-13
XOM
Exxon Mobil Corporation
-2.99%
Shares34.5K
Event2026-03-31
Filed2026-05-13
PLTR
Palantir Technologies Inc
5.98%
Shares40.0K
Event2026-03-31
Filed2026-05-13
MRK
Merck & Co., Inc.
-2.06%
Shares45.5K
Event2026-03-31
Filed2026-05-13
HUBB
Hubbell Incorporated Class B
0.00%
Shares10.6K
Event2026-03-31
Filed2026-05-13
AXP
American Express Co
31.18%
Shares16.9K
Event2026-03-31
Filed2026-05-13
MPWR
Monolithic Power Systems, Inc.
-2.34%
Shares4.5K
Event2026-03-31
Filed2026-05-13
NSRGY
Nestle S.A. Sponsored ADR
-4.58%
Shares49.1K
Event2026-03-31
Filed2026-05-13
VGSH
Vanguard Short-Term Treasury ETF
14.29%
Shares81.0K
Event2026-03-31
Filed2026-05-13
BSV
Vanguard Short-Term Bond ETF
-5.64%
Shares59.4K
Event2026-03-31
Filed2026-05-13
QQQ
Invesco QQQ Trust
-10.70%
Shares8.0K
Event2026-03-31
Filed2026-05-13
WELL
Welltower, Inc.
4.75%
Shares23.1K
Event2026-03-31
Filed2026-05-13
IVV
iShares Core S&P 500 ETF
-0.17%
Shares6.5K
Event2026-03-31
Filed2026-05-13
TT
Trane Technologies plc
-9.52%
Shares10.2K
Event2026-03-31
Filed2026-05-13
WM
Waste Management, Inc.
8.23%
Shares18.5K
Event2026-03-31
Filed2026-05-13
TSM
Taiwan Semiconductor MFG.
6.14%
Shares12.3K
Event2026-03-31
Filed2026-05-13
VEA
Vanguard FTSE Developed Markets ETF
28.21%
Shares65.0K
Event2026-03-31
Filed2026-05-13
ADBE
Adobe Inc.
-11.08%
Shares16.8K
Event2026-03-31
Filed2026-05-13
IJH
iShares Core S&P Mid-Cap ETF
1.86%
Shares55.8K
Event2026-03-31
Filed2026-05-13
AMGN
Amgen Inc.
13.46%
Shares10.4K
Event2026-03-31
Filed2026-05-13
LOW
Lowe's Companies, Inc.
-21.24%
Shares15.5K
Event2026-03-31
Filed2026-05-13
BRK.A
Berkshire Hathaway Inc. Class A
0.00%
Shares5
Event2026-03-31
Filed2026-05-13
RTX
RTX Corporation
0.27%
Shares17.9K
Event2026-03-31
Filed2026-05-13
KO
Coca-Cola Company
-1.18%
Shares44.1K
Event2026-03-31
Filed2026-05-13
GLW
Corning Inc
-24.78%
Shares24.5K
Event2026-03-31
Filed2026-05-13
ITW
Illinois Tool Works Inc.
14.58%
Shares12.5K
Event2026-03-31
Filed2026-05-13
IBTJ
iShares iBonds Treasury 2029
17.33%
Shares148.1K
Event2026-03-31
Filed2026-05-13
CAT
Caterpillar Inc.
-23.75%
Shares4.6K
Event2026-03-31
Filed2026-05-13
IVW
iShares S&P 500 Growth ETF
0.09%
Shares27.4K
Event2026-03-31
Filed2026-05-13
RPM
RPM International Inc.
7.25%
Shares29.5K
Event2026-03-31
Filed2026-05-13
SPOT
Spotify Technology
New
Shares6.1K
Event2026-03-31
Filed2026-05-13
IBTG
iShares iBonds Treasury 2026
-42.74%
Shares126.3K
Event2026-03-31
Filed2026-05-13
VO
Vanguard Mid-Cap ETF
0.00%
Shares10.0K
Event2026-03-31
Filed2026-05-13
SNPS
Synopsys, Inc.
-2.00%
Shares7.1K
Event2026-03-31
Filed2026-05-13
IBTK
iShares iBonds Treasury 2030
23.48%
Shares142.5K
Event2026-03-31
Filed2026-05-13
AMAT
Applied Materials, Inc.
0.66%
Shares8.2K
Event2026-03-31
Filed2026-05-13
VV
Vanguard Large-Cap ETF
0.00%
Shares9.2K
Event2026-03-31
Filed2026-05-13
VXUS
Vanguard Total International Stock ETF
6.91%
Shares34.2K
Event2026-03-31
Filed2026-05-13
VNQ
Vanguard Real Estate ETF
42.06%
Shares28.7K
Event2026-03-31
Filed2026-05-13
IBTL
iShares iBonds Treasury 2031
17.19%
Shares123.3K
Event2026-03-31
Filed2026-05-13
WMT
Walmart Inc.
1.02%
Shares20.2K
Event2026-03-31
Filed2026-05-13
NSC
Norfolk Southern Corporation
-0.47%
Shares8.4K
Event2026-03-31
Filed2026-05-13
GIS
General Mills, Inc.
0.00%
Shares63.7K
Event2026-03-31
Filed2026-05-13
MDT
Medtronic PLC
-0.66%
Shares27.3K
Event2026-03-31
Filed2026-05-13
AFL
Aflac Incorporated
0.00%
Shares21.0K
Event2026-03-31
Filed2026-05-13
VGUS
Vanguard Instl Index (FD Ultra-Short Trea)
10.90%
Shares30.0K
Event2026-03-31
Filed2026-05-13
GILD
Gilead Sciences, Inc.
-1.85%
Shares16.0K
Event2026-03-31
Filed2026-05-13
JPST
JPMorgan Ultra-Short Income ETF
-15.33%
Shares43.9K
Event2026-03-31
Filed2026-05-13
VEU
Vanguard FTSE All-World ex-US ETF
1.68%
Shares29.1K
Event2026-03-31
Filed2026-05-13
TFLO
iShares Treasury Floating Rate Bond ETF
-6.95%
Shares41.9K
Event2026-03-31
Filed2026-05-13
VZ
Verizon Communications Inc.
1.14%
Shares41.7K
Event2026-03-31
Filed2026-05-13
GE
GE Aerospace
284.90%
Shares7.2K
Event2026-03-31
Filed2026-05-13
NN
Nextnav Inc
0.00%
Shares125.0K
Event2026-03-31
Filed2026-05-13
BSX
Boston Scientific Corporation
4.19%
Shares30.9K
Event2026-03-31
Filed2026-05-13
ORCL
Oracle Corporation
-7.37%
Shares13.1K
Event2026-03-31
Filed2026-05-13
AWK
American Water Works Co Inc
-1.19%
Shares14.1K
Event2026-03-31
Filed2026-05-13
BMY
Bristol-Myers Squibb Company
3.08%
Shares31.0K
Event2026-03-31
Filed2026-05-13
VUSB
Vanguard Ultra-Short Bond ETF
11.30%
Shares37.6K
Event2026-03-31
Filed2026-05-13
APH
Amphenol Corporation
-0.76%
Shares14.5K
Event2026-03-31
Filed2026-05-13
FSLR
First Solar, Inc.
0.00%
Shares9.1K
Event2026-03-31
Filed2026-05-13
QCOM
Qualcomm Inc
-16.76%
Shares13.8K
Event2026-03-31
Filed2026-05-13
MMM
3M Company
0.00%
Shares12.1K
Event2026-03-31
Filed2026-05-13
IYW
iShares U.S. Technology ETF
0.00%
Shares9.5K
Event2026-03-31
Filed2026-05-13
FLEX
Flextronics Int'l LTD
0.00%
Shares26.3K
Event2026-03-31
Filed2026-05-13
BIV
Vanguard Intermediate-Term Bond ETF
-14.25%
Shares22.2K
Event2026-03-31
Filed2026-05-13
IBTM
iShares iBonds Treasury 2032
3.41%
Shares74.7K
Event2026-03-31
Filed2026-05-13
GEV
GE Vernova Inc
138.49%
Shares2.0K
Event2026-03-31
Filed2026-05-13
FDX
FedEx Corporation
-0.63%
Shares4.8K
Event2026-03-31
Filed2026-05-13
CLX
Clorox Company
-6.20%
Shares16.1K
Event2026-03-31
Filed2026-05-13
PM
Philip Morris International Inc.
-2.52%
Shares9.8K
Event2026-03-31
Filed2026-05-13
NVS
Novartis AG Sponsored ADR
5.90%
Shares10.6K
Event2026-03-31
Filed2026-05-13
IWR
iShares Russell Midcap ETF
-0.63%
Shares16.6K
Event2026-03-31
Filed2026-05-13
IBDY
iShares iBonds Treasury 2033
New
Shares66.2K
Event2026-03-31
Filed2026-05-13
MDLZ
Mondelez International, Inc. Class A
0.00%
Shares27.6K
Event2026-03-31
Filed2026-05-13
BK
Bank of New York Mellon Corporation
0.00%
Shares13.4K
Event2026-03-31
Filed2026-05-13
TGT
Target Corporation
-7.13%
Shares13.0K
Event2026-03-31
Filed2026-05-13
TER
Teradyne, Inc.
-7.80%
Shares5.3K
Event2026-03-31
Filed2026-05-13
CSCO
Cisco Systems, Inc.
10.95%
Shares20.2K
Event2026-03-31
Filed2026-05-13
IWM
iShares Russell 2000 ETF
-0.35%
Shares6.2K
Event2026-03-31
Filed2026-05-13
UNH
UnitedHealth Group Incorporated
-11.45%
Shares5.6K
Event2026-03-31
Filed2026-05-13
PFE
Pfizer Inc.
-14.15%
Shares53.5K
Event2026-03-31
Filed2026-05-13
TYL
Tyler Technologies, Inc.
2.26%
Shares4.3K
Event2026-03-31
Filed2026-05-13
IGM
iShares Expanded Tech Sector ETF
0.00%
Shares12.1K
Event2026-03-31
Filed2026-05-13
IWO
iShares Russell 2000 Growth ETF
0.00%
Shares4.4K
Event2026-03-31
Filed2026-05-13
MA
Mastercard Incorporated Class A
77.28%
Shares2.7K
Event2026-03-31
Filed2026-05-13
IBM
International Business Machines Corporation
55.38%
Shares5.5K
Event2026-03-31
Filed2026-05-13
PLD
Prologis, Inc.
303.79%
Shares10.0K
Event2026-03-31
Filed2026-05-13
NVO
Novo Nordisk A/S Sponsored ADR Class B
-5.60%
Shares35.0K
Event2026-03-31
Filed2026-05-13
ORLY
O'Reilly Automotive, Inc.
62.21%
Shares13.8K
Event2026-03-31
Filed2026-05-13
CRWD
CrowdStrike Holdings, Inc. Class A
0.00%
Shares3.3K
Event2026-03-31
Filed2026-05-13
COP
Conocophillips
5.02%
Shares9.6K
Event2026-03-31
Filed2026-05-13
ACN
Accenture Plc Class A
6.47%
Shares6.3K
Event2026-03-31
Filed2026-05-13
IVE
iShares S&P 500 Value ETF
0.00%
Shares5.7K
Event2026-03-31
Filed2026-05-13
FANG
Diamondback Energy Inc
0.00%
Shares6.0K
Event2026-03-31
Filed2026-05-13
VSDM
Vanguard Short Duration Tax Exempt Bond ETF
1.64%
Shares15.2K
Event2026-03-31
Filed2026-05-13
VCRM
Vanguard Core Tax-Ex Bond
2.10%
Shares15.1K
Event2026-03-31
Filed2026-05-13
IAU
iShares Gold Trust
47.49%
Shares12.4K
Event2026-03-31
Filed2026-05-13
STWD
Starwood Property Trust, Inc.
19.75%
Shares63.5K
Event2026-03-31
Filed2026-05-13
AVGO
Broadcom Inc.
5.45%
Shares3.5K
Event2026-03-31
Filed2026-05-13
EMR
Emerson Electric Co.
2.77%
Shares8.2K
Event2026-03-31
Filed2026-05-13
LIN
Linde PLC
0.00%
Shares2.2K
Event2026-03-31
Filed2026-05-13
LNG
Cheniere Energy
0.00%
Shares3.8K
Event2026-03-31
Filed2026-05-13
INTU
Intuit Inc.
11.77%
Shares2.4K
Event2026-03-31
Filed2026-05-13
STE
Steris PLC
0.00%
Shares4.6K
Event2026-03-31
Filed2026-05-13
GATX
GATX Corporation
-4.57%
Shares5.9K
Event2026-03-31
Filed2026-05-13
EMXC
iShares MSCI Emerging Markets Ex China ETF
New
Shares12.8K
Event2026-03-31
Filed2026-05-13
DGS
WisdomTree Emerging Markets SmallCap Dividend Fund
30.33%
Shares16.2K
Event2026-03-31
Filed2026-05-13
ANET
Arista Networks Inc
New
Shares7.9K
Event2026-03-31
Filed2026-05-13
IR
Ingersoll Rand Inc.
0.00%
Shares11.4K
Event2026-03-31
Filed2026-05-13
HELO
JP Morgan ETF Trust (hedged Equity Laddered Overlay Etf)
35.42%
Shares14.2K
Event2026-03-31
Filed2026-05-13
KMI
Kinder Morgan Inc Class P
-1.51%
Shares26.9K
Event2026-03-31
Filed2026-05-13
HON
Honeywell International Inc.
8.95%
Shares3.9K
Event2026-03-31
Filed2026-05-13
ABBNY
ABB Ltd ADR
0.00%
Shares10.4K
Event2026-03-31
Filed2026-05-13
SHV
iShares Short Treasury Bond Fund
-6.78%
Shares7.6K
Event2026-03-31
Filed2026-05-13
JMST
JPMorgan Ultra-Short Municipal Income ETF
0.00%
Shares16.2K
Event2026-03-31
Filed2026-05-13
DE
Deere & Company
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-13
CMCSA
Comcast Corporation Class A
-4.23%
Shares27.9K
Event2026-03-31
Filed2026-05-13
AM
Antero Midstream Corp.
0.00%
Shares35.0K
Event2026-03-31
Filed2026-05-13
MO
Altria Group Inc
-1.95%
Shares12.1K
Event2026-03-31
Filed2026-05-13
HOLX
Hologic, Inc.
0.00%
Shares10.4K
Event2026-03-31
Filed2026-05-13
EFA
iShares MSCI EAFE ETF
0.00%
Shares8.1K
Event2026-03-31
Filed2026-05-13
SHOP
Shopify, Inc. Class A
4.15%
Shares6.6K
Event2026-03-31
Filed2026-05-13
VWO
Vanguard FTSE Emerging Markets ETF
39.02%
Shares14.4K
Event2026-03-31
Filed2026-05-13
SHEL
Shell PLC ADR
-7.29%
Shares7.8K
Event2026-03-31
Filed2026-05-13
ACWI
iShares MSCI ACWI ETF
223.44%
Shares5.2K
Event2026-03-31
Filed2026-05-13
VYM
Vanguard High Dividend Yield Index ETF
0.59%
Shares4.8K
Event2026-03-31
Filed2026-05-13
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
-1.54%
Shares13.3K
Event2026-03-31
Filed2026-05-13
VDE
Vanguard Energy ETF
0.00%
Shares3.9K
Event2026-03-31
Filed2026-05-13
CL
Colgate-Palmolive Company
0.00%
Shares7.9K
Event2026-03-31
Filed2026-05-13
DOV
Dover Corporation
0.00%
Shares3.1K
Event2026-03-31
Filed2026-05-13
JCI
Johnson Controls International PLC
-0.88%
Shares5.0K
Event2026-03-31
Filed2026-05-13
AMP
Ameriprise Financial
New
Shares1.5K
Event2026-03-31
Filed2026-05-13
VUG
Vanguard Growth ETF
3.18%
Shares1.5K
Event2026-03-31
Filed2026-05-13
MCO
Moody's Corporation
116.69%
Shares1.5K
Event2026-03-31
Filed2026-05-13
INOD
Innodata Inc Com New
0.00%
Shares16.4K
Event2026-03-31
Filed2026-05-13
ALLE
Allegion PLC
0.00%
Shares4.3K
Event2026-03-31
Filed2026-05-13
FAST
Fastenal Company
0.00%
Shares13.6K
Event2026-03-31
Filed2026-05-13
CB
Chubb Limited
0.00%
Shares1.9K
Event2026-03-31
Filed2026-05-13
WEC
WEC Energy Group Inc
New
Shares5.2K
Event2026-03-31
Filed2026-05-13
NXT
Nextracker Inc Class
0.00%
Shares5.0K
Event2026-03-31
Filed2026-05-13
IWF
iShares Russell 1000 Growth ETF
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-13
KMB
Kimberly-Clark Corporation
-0.26%
Shares6.1K
Event2026-03-31
Filed2026-05-13
CEF
Sprott Physical Gold and Silver Trust
0.00%
Shares12.1K
Event2026-03-31
Filed2026-05-13
PNC
PNC Financial Services Group, Inc.
-15.10%
Shares2.8K
Event2026-03-31
Filed2026-05-13
Franklin Pennsylvania Municipal Income ETF
Franklin Pennsylvania Municipal Income ETF
0.00%
Shares65.5K
Event2026-03-31
Filed2026-05-13
CHD
Church & Dwight Co., Inc.
-4.88%
Shares5.9K
Event2026-03-31
Filed2026-05-13
BDX
Becton, Dickinson and Company
-15.49%
Shares3.4K
Event2026-03-31
Filed2026-05-13
MAR
Marriott International, Inc. Class A
-9.00%
Shares1.6K
Event2026-03-31
Filed2026-05-13
FBND
Fidelity Total (bond Etf)
0.00%
Shares11.6K
Event2026-03-31
Filed2026-05-13
LEN
Lennar Corporation Class A
0.00%
Shares6.0K
Event2026-03-31
Filed2026-05-13
AVY
Avery Dennison Corporation
0.00%
Shares3.0K
Event2026-03-31
Filed2026-05-13
T
AT&T Inc.
-5.19%
Shares17.6K
Event2026-03-31
Filed2026-05-13
BAC
Bank Of America Corp
28.53%
Shares10.3K
Event2026-03-31
Filed2026-05-13
EBC
Eastern Bankshares Inc
-4.02%
Shares25.7K
Event2026-03-31
Filed2026-05-13
VRTX
Vertex Pharmaceuticals Incorporated
49.60%
Shares1.1K
Event2026-03-31
Filed2026-05-13
CVS
CVS Health Corporation
93.61%
Shares6.8K
Event2026-03-31
Filed2026-05-13
SBUX
Starbucks Corporation
0.00%
Shares5.4K
Event2026-03-31
Filed2026-05-13
NTRS
Northern Trust Corporation
-1.97%
Shares3.4K
Event2026-03-31
Filed2026-05-13
AEM
Agnico Eagle Mines LTD
0.00%
Shares2.3K
Event2026-03-31
Filed2026-05-13
AZO
Autozone Inc
10.24%
Shares140
Event2026-03-31
Filed2026-05-13
MPC
Marathon Petroleum
New
Shares1.9K
Event2026-03-31
Filed2026-05-13
HIG
Hartford Financial
6.84%
Shares3.5K
Event2026-03-31
Filed2026-05-13
NEOG
Neogen Corporation
-0.24%
Shares49.0K
Event2026-03-31
Filed2026-05-13
WAT
Waters Corporation
54.34%
Shares1.5K
Event2026-03-31
Filed2026-05-13
IJJ
iShares S&P Mid-Cap 400 Value ETF
-14.03%
Shares3.4K
Event2026-03-31
Filed2026-05-13
GSAT
Globalstar Inc
0.00%
Shares6.7K
Event2026-03-31
Filed2026-05-13
TIP
iShares TIPS Bond ETF
42.61%
Shares4.0K
Event2026-03-31
Filed2026-05-13
TRMB
Trimble Inc.
0.00%
Shares6.7K
Event2026-03-31
Filed2026-05-13
TRV
Travelers Companies, Inc.
-4.92%
Shares1.4K
Event2026-03-31
Filed2026-05-13
BX
Blackstone Group Inc. Class A
9.04%
Shares3.6K
Event2026-03-31
Filed2026-05-13
TXN
Texas Instruments Incorporated
0.00%
Shares2.1K
Event2026-03-31
Filed2026-05-13
INFQ
Infleqtion Inc
New
Shares42.0K
Event2026-03-31
Filed2026-05-13
STX
Seagate Technology Holdings
4.80%
Shares1.0K
Event2026-03-31
Filed2026-05-13
TLT
iShares 20 Year Treasury Bond ETF
-2.07%
Shares4.7K
Event2026-03-31
Filed2026-05-13
MCK
McKesson Corporation
30.14%
Shares462
Event2026-03-31
Filed2026-05-13
PODD
Insulet Corporation
0.00%
Shares1.9K
Event2026-03-31
Filed2026-05-13
CARR
Carrier Global Corp.
0.73%
Shares6.9K
Event2026-03-31
Filed2026-05-13
STIP
iShares 0-5 Year TIPS Bond ETF
38.95%
Shares3.7K
Event2026-03-31
Filed2026-05-13
DG
Dollar General Corporation
12.17%
Shares3.2K
Event2026-03-31
Filed2026-05-13
SYY
Sysco Corporation
0.66%
Shares5.3K
Event2026-03-31
Filed2026-05-13
IWC
iShares Micro-Cap ETF
0.00%
Shares2.3K
Event2026-03-31
Filed2026-05-13
INTC
Intel Corporation
6.25%
Shares8.4K
Event2026-03-31
Filed2026-05-13
WY
Weyerhaeuser Company
-21.80%
Shares14.8K
Event2026-03-31
Filed2026-05-13
ICE
Intercontinental Exchange, Inc.
5.31%
Shares2.3K
Event2026-03-31
Filed2026-05-13
ABNB
Airbnb Inc Com CL A
-5.12%
Shares2.8K
Event2026-03-31
Filed2026-05-13
NYT
New York Times Company Class A
0.00%
Shares4.2K
Event2026-03-31
Filed2026-05-13
CP
Canadian Pacific Kansas City
0.00%
Shares4.5K
Event2026-03-31
Filed2026-05-13
BKNG
Booking Holdings Inc
72.92%
Shares83
Event2026-03-31
Filed2026-05-13
JMUB
J P Morgan Exchange (traded FD Municipal Etf)
0.00%
Shares7.0K
Event2026-03-31
Filed2026-05-13
SDY
SPDR S&P Dividend ETF
0.00%
Shares2.4K
Event2026-03-31
Filed2026-05-13
NJR
New Jersey Res Corp
0.00%
Shares6.2K
Event2026-03-31
Filed2026-05-13
VGIT
Vanguard Intermediate-Term Treasury ETF
0.00%
Shares5.7K
Event2026-03-31
Filed2026-05-13
VFC
V F Corp
0.00%
Shares20.0K
Event2026-03-31
Filed2026-05-13
DEO
Diageo PLC Sponsored ADR
0.00%
Shares4.5K
Event2026-03-31
Filed2026-05-13
EQIX
Equinix, Inc.
New
Shares340
Event2026-03-31
Filed2026-05-13
UBER
Uber Technologies, Inc.
3.24%
Shares4.6K
Event2026-03-31
Filed2026-05-13
CPK
Chesapeake Utilities
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-13
CWB
SPDR Bloomberg Barclays Convertible Securities ETF
0.00%
Shares3.5K
Event2026-03-31
Filed2026-05-13
VDC
Vanguard Consumer Staples ETF
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-13
USMV
iShares TR MSCI USA (min Vol)
0.00%
Shares3.4K
Event2026-03-31
Filed2026-05-13
GS
Goldman Sachs Group, Inc.
0.00%
Shares370
Event2026-03-31
Filed2026-05-13
XLU
Utilities Select Sector SPDR ETF
New
Shares6.7K
Event2026-03-31
Filed2026-05-13
WCN
Waste Connections, Inc.
0.00%
Shares1.9K
Event2026-03-31
Filed2026-05-13
BND
Vanguard Total Bond Market ETF
31.78%
Shares4.1K
Event2026-03-31
Filed2026-05-13
WSO
Watsco Inc
0.00%
Shares835
Event2026-03-31
Filed2026-05-13
VLTO
Veralto Corp-W/I
-0.92%
Shares3.3K
Event2026-03-31
Filed2026-05-13
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
0.00%
Shares3.5K
Event2026-03-31
Filed2026-05-13
KEYS
Keysight Technologies
-25.96%
Shares1.0K
Event2026-03-31
Filed2026-05-13
WFC
Wells Fargo & Company
3.65%
Shares3.5K
Event2026-03-31
Filed2026-05-13
XLE
Energy Select Sector SPDR Fund
0.00%
Shares4.6K
Event2026-03-31
Filed2026-05-13
VB
Vanguard Small-Cap ETF
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-13
H&R Block, Inc.
H&R Block, Inc.
0.00%
Shares8.6K
Event2026-03-31
Filed2026-05-13
TRNO
Terreno Realty Corp
0.00%
Shares4.4K
Event2026-03-31
Filed2026-05-13
MRNA
Moderna, Inc.
New
Shares5.3K
Event2026-03-31
Filed2026-05-13
FTMU
Franklin Municipal Income ETF
0.00%
Shares34.6K
Event2026-03-31
Filed2026-05-13
JHG
Janus Henderson Group PLC
0.00%
Shares5.0K
Event2026-03-31
Filed2026-05-13
LHX
L3Harris Technologies Inc
-15.47%
Shares743
Event2026-03-31
Filed2026-05-13
RHHBY
Roche Holding Ltd Sponsored ADR
New
Shares5.1K
Event2026-03-31
Filed2026-05-13
AJG
Arthur J. Gallagher & Co.
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-13
SLB
Schlumberger NV
New
Shares4.8K
Event2026-03-31
Filed2026-05-13
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
0.00%
Shares8.3K
Event2026-03-31
Filed2026-05-13
AGG
iShares Core U.S. Aggregate Bond ETF
-4.40%
Shares2.5K
Event2026-03-31
Filed2026-05-13
FLOT
iShares Floating Rate Bond ETF
-19.63%
Shares4.9K
Event2026-03-31
Filed2026-05-13
USFD
US Foods Holding Corp
-10.05%
Shares2.6K
Event2026-03-31
Filed2026-05-13
LH
Labcorp Holdings Inc
6.24%
Shares903
Event2026-03-31
Filed2026-05-13
SMB
VanEck Vectors Short Muni ETF
0.00%
Shares13.9K
Event2026-03-31
Filed2026-05-13
ALC
Alcon, Inc.
0.25%
Shares3.2K
Event2026-03-31
Filed2026-05-13
JNK
SPDR Bloomberg Barclays High Yield Bond ETF
0.00%
Shares2.4K
Event2026-03-31
Filed2026-05-13
OTIS
Otis Worldwide Corporation
0.85%
Shares3.0K
Event2026-03-31
Filed2026-05-13
FERG
Ferguson Enterprises
0.00%
Shares976
Event2026-03-31
Filed2026-05-13
VTES
The Vanguard Short-Term Tax-Exempt Bond ETF
0.00%
Shares2.3K
Event2026-03-31
Filed2026-05-13
NXPI
NXP Semiconductors
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-13
FI
Fiserv, Inc.
-23.20%
Shares4.0K
Event2026-03-31
Filed2026-05-13
SAIC
Science Applications International Corp.
-14.63%
Shares2.3K
Event2026-03-31
Filed2026-05-13
FTV
Fortive Corp.
0.00%
Shares3.9K
Event2026-03-31
Filed2026-05-13
IJS
iShares S&P Small-Cap 600 Value ETF
-7.20%
Shares1.8K
Event2026-03-31
Filed2026-05-13
SUSA
iShares MSCI USA ESG Select ETF
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-13
WTFC
Wintrust Financial Corporation
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-13
PGR
Progressive Corporation
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-13
IWB
iShares Russell 1000 ETF
-22.21%
Shares564
Event2026-03-31
Filed2026-05-13
BRO
Brown & Brown Inc
-6.54%
Shares3.1K
Event2026-03-31
Filed2026-05-13
FTNY
Franklin New York Municipal Income ETF
-35.33%
Shares24.7K
Event2026-03-31
Filed2026-05-13
Viewra, Inc
Viewra, Inc
0.00%
Shares10.0K
Event2026-03-31
Filed2026-05-13

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
BOSTON FAMILY OFFICE LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo