BOSTON FAMILY OFFICE LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| Alphabet Inc. Class C | 208,261 | 202,884 | -5,377 | 50,725 | 63,665 | +12,940 |
| Eli Lilly and Company | 18,924 | 18,941 | +17 | 14,439 | 20,356 | +5,917 |
| Iqvia Holdings Inc | 120,228 | 120,218 | -10 | 22,830 | 27,098 | +4,268 |
| Alphabet Inc. Class A | 59,700 | 59,473 | -227 | 14,513 | 18,615 | +4,102 |
| Thermo Fisher Scientific Inc. | 40,984 | 40,109 | -875 | 19,864 | 23,241 | +3,377 |
| Amazon.com, Inc. | 256,718 | 258,650 | +1,932 | 56,373 | 59,701 | +3,328 |
| Vanguard S&P 500 ETF | 57,429 | 61,006 | +3,577 | 35,168 | 38,259 | +3,091 |
| Apple Inc. | 294,833 | 286,427 | -8,406 | 75,072 | 77,868 | +2,796 |
| Salesforce, Inc. | 89,171 | 89,437 | +266 | 21,134 | 23,693 | +2,559 |
| S&P Global, Inc. | 54,967 | 55,702 | +735 | 26,757 | 29,109 | +2,352 |
| Rockwell Automation, Inc. | 74,548 | 71,984 | -2,564 | 26,056 | 28,007 | +1,951 |
| SPDR S&P 500 ETF Trust | 48,992 | 50,693 | +1,701 | 32,637 | 34,568 | +1,931 |
| Meta Platforms | 13,055 | 17,411 | +4,356 | 9,587 | 11,493 | +1,906 |
| Boston Scientific Corporation | 11,760 | 29,624 | +17,864 | 1,148 | 2,825 | +1,677 |
| Caterpillar Inc. | 3,714 | 5,983 | +2,269 | 1,772 | 3,427 | +1,655 |
| Sandisk Corp Com | 0 | 6,733 | +6,733 | 0 | 1,598 | +1,598 |
| Berkshire Hathaway Inc. Class A | 3 | 5 | +2 | 2,263 | 3,774 | +1,511 |
| Visa Inc. Class A | 137,973 | 138,224 | +251 | 47,101 | 48,477 | +1,376 |
| Johnson & Johnson | 74,931 | 73,462 | -1,469 | 13,889 | 15,203 | +1,314 |
| Parker-Hannifin Corporation | 11,334 | 11,259 | -75 | 8,593 | 9,896 | +1,303 |
| Monolithic Power Systems, Inc. | 3,247 | 4,653 | +1,406 | 2,988 | 4,217 | +1,229 |
| State Street Corporation | 0 | 9,486 | +9,486 | 0 | 1,224 | +1,224 |
| Vanguard Core Tax-Ex Bond | 0 | 14,829 | +14,829 | 0 | 1,121 | +1,121 |
| VanEck Morningstar Wide Moat ETF | 57,979 | 66,197 | +8,218 | 5,746 | 6,855 | +1,109 |
| Merck & Co., Inc. | 45,788 | 46,424 | +636 | 3,843 | 4,887 | +1,044 |
| Danaher Corporation | 40,164 | 39,323 | -841 | 7,963 | 9,002 | +1,039 |
| NextEra Energy, Inc. | 277,254 | 271,281 | -5,973 | 20,933 | 21,778 | +845 |
| iShares iBonds Treasury 2028 | 214,224 | 251,654 | +37,430 | 4,795 | 5,628 | +833 |
| Corning Inc | 24,832 | 32,555 | +7,723 | 2,026 | 2,851 | +825 |
| Berkshire Hathaway Inc. Class B | 58,964 | 60,552 | +1,588 | 29,644 | 30,436 | +792 |
| TJX Companies Inc | 54,289 | 55,761 | +1,472 | 7,846 | 8,565 | +719 |
| Churchill Capital Corp X | 0 | 42,000 | +42,000 | 0 | 655 | +655 |
| Vanguard Core Bond ETF | 62,906 | 71,637 | +8,731 | 4,932 | 5,580 | +648 |
| ASML Holding NV ADR | 7,923 | 7,771 | -152 | 7,669 | 8,314 | +645 |
| McDonald's Corporation | 26,283 | 28,225 | +1,942 | 7,987 | 8,626 | +639 |
| IDEXX Laboratories, Inc. | 27,667 | 27,055 | -612 | 17,671 | 18,304 | +633 |
| Vanguard Dividend Appreciation ETF | 55,375 | 57,233 | +1,858 | 11,949 | 12,579 | +630 |
| Shopify, Inc. Class A | 2,880 | 6,359 | +3,479 | 428 | 1,024 | +596 |
| Analog Devices, Inc. | 21,638 | 21,763 | +125 | 5,316 | 5,902 | +586 |
| NVIDIA Corporation | 140,985 | 144,130 | +3,145 | 26,304 | 26,880 | +576 |
| Franklin Pennsylvania Municipal Income ETF | 0 | 65,516 | +65,516 | 0 | 565 | +565 |
| Vanguard Short-Term Inflation-Protected ETF | 265,645 | 283,269 | +17,624 | 13,450 | 14,010 | +560 |
| Marriott International, Inc. Class A | 0 | 1,778 | +1,778 | 0 | 552 | +552 |
| GE Vernova Inc | 0 | 821 | +821 | 0 | 537 | +537 |
| iShares iBonds Treasury 2027 | 235,875 | 259,199 | +23,324 | 5,312 | 5,824 | +512 |
| Taiwan Semiconductor MFG. | 10,865 | 11,627 | +762 | 3,034 | 3,533 | +499 |
| Vanguard Total Stock Market ETF | 31,597 | 32,342 | +745 | 10,369 | 10,843 | +474 |
| Accenture Plc Class A | 4,499 | 5,887 | +1,388 | 1,109 | 1,579 | +470 |
| Vanguard Extended Market ETF | 63,985 | 66,251 | +2,266 | 13,395 | 13,854 | +459 |
| Bank Of America Corp | 0 | 8,021 | +8,021 | 0 | 441 | +441 |
| American Express Company | 13,105 | 12,910 | -195 | 4,353 | 4,776 | +423 |
| Vanguard Short Duration Tax Exempt Bond ETF | 9,426 | 14,989 | +5,563 | 723 | 1,146 | +423 |
| iShares 20 Year Treasury Bond ETF | 0 | 4,820 | +4,820 | 0 | 420 | +420 |
| Amgen Inc. | 9,174 | 9,167 | -7 | 2,589 | 3,000 | +411 |
| Bristol-Myers Squibb Company | 27,165 | 30,062 | +2,897 | 1,225 | 1,622 | +397 |
| Applied Materials, Inc. | 8,316 | 8,132 | -184 | 1,703 | 2,090 | +387 |
| Dollar General Corporation | 0 | 2,877 | +2,877 | 0 | 382 | +382 |
| First Solar, Inc. | 9,100 | 9,100 | 0 | 2,007 | 2,377 | +370 |
| V F Corp | 0 | 20,000 | +20,000 | 0 | 362 | +362 |
| iShares iBonds Treasury 2029 | 109,866 | 126,211 | +16,345 | 2,412 | 2,770 | +358 |
| Vanguard Short-Term Treasury ETF | 65,202 | 70,832 | +5,630 | 3,837 | 4,160 | +323 |
| CrowdStrike Holdings, Inc. Class A | 2,457 | 3,256 | +799 | 1,205 | 1,526 | +321 |
| Prologis, Inc. | 0 | 2,482 | +2,482 | 0 | 317 | +317 |
| Intuit Inc. | 1,667 | 2,175 | +508 | 1,138 | 1,441 | +303 |
| Vanguard Consumer Staples ETF | 0 | 1,427 | +1,427 | 0 | 301 | +301 |
| Franklin New York Municipal Income ETF | 0 | 38,243 | +38,243 | 0 | 300 | +300 |
| RTX Corporation | 17,803 | 17,857 | +54 | 2,979 | 3,275 | +296 |
| iShares iBonds Treasury 2030 | 100,510 | 115,375 | +14,865 | 1,998 | 2,290 | +292 |
| Nextnav Inc | 125,000 | 125,000 | 0 | 1,788 | 2,080 | +292 |
| Vanguard Intermediate-Term Corporate Bond ETF | 0 | 3,450 | +3,450 | 0 | 289 | +289 |
| Nestle S.A. Sponsored ADR | 52,232 | 51,413 | -819 | 4,794 | 5,081 | +287 |
| Invesco QQQ Trust | 8,674 | 8,919 | +245 | 5,208 | 5,479 | +271 |
| Franklin Municipal Income ETF | 0 | 34,576 | +34,576 | 0 | 270 | +270 |
| Exxon Mobil Corporation | 35,622 | 35,597 | -25 | 4,016 | 4,284 | +268 |
| iShares Core U.S. Aggregate Bond ETF | 0 | 2,615 | +2,615 | 0 | 261 | +261 |
| Teradyne, Inc. | 6,217 | 5,767 | -450 | 856 | 1,116 | +260 |
| Booking Holdings Inc | 0 | 48 | +48 | 0 | 257 | +257 |
| SPDR Portfolio Short Term Corporate Bond ETF | 0 | 8,280 | +8,280 | 0 | 250 | +250 |
| SPDR Bloomberg Barclays High Yield Bond ETF | 0 | 2,445 | +2,445 | 0 | 238 | +238 |
| Vanguard Total Bond Market ETF | 0 | 3,147 | +3,147 | 0 | 233 | +233 |
| US Foods Holding Corp | 0 | 2,935 | +2,935 | 0 | 221 | +221 |
| Broadcom Inc. | 2,847 | 3,342 | +495 | 939 | 1,157 | +218 |
| Fortive Corp. | 0 | 3,920 | +3,920 | 0 | 216 | +216 |
| iShares 1-5 Year Investment Grade Corporate Bond ETF | 9,450 | 13,478 | +4,028 | 501 | 713 | +212 |
| Wintrust Financial Corporation | 0 | 1,500 | +1,500 | 0 | 210 | +210 |
| iShares iBonds Treasury 2031 | 95,029 | 105,256 | +10,227 | 1,955 | 2,160 | +205 |
| Nuveen Nasdaq 100 (dynamic Overwrite Fund) | 0 | 7,152 | +7,152 | 0 | 204 | +204 |
| Unilever PLC | 0 | 3,120 | +3,120 | 0 | 204 | +204 |
| Constellation Energy | 0 | 571 | +571 | 0 | 202 | +202 |
| SPDR DoubleLine Total Return Tactical ETF | 0 | 5,000 | +5,000 | 0 | 201 | +201 |
| Vanguard Short-Term Bond ETF | 60,488 | 62,941 | +2,453 | 4,773 | 4,960 | +187 |
| Cisco Systems, Inc. | 18,023 | 18,249 | +226 | 1,233 | 1,406 | +173 |
| GE Aerospace | 1,330 | 1,861 | +531 | 400 | 573 | +173 |
| Coca-Cola Company | 44,489 | 44,673 | +184 | 2,951 | 3,123 | +172 |
| Globalstar Inc | 6,666 | 6,666 | 0 | 243 | 407 | +164 |
| Walmart Inc. | 20,062 | 20,012 | -50 | 2,068 | 2,230 | +162 |
| Hubbell Incorporated Class B | 10,618 | 10,618 | 0 | 4,569 | 4,716 | +147 |
| JP Morgan ETF Trust (hedged Equity Laddered Overlay Etf) | 8,430 | 10,460 | +2,030 | 548 | 695 | +147 |
| Lincoln Electric Holdings, Inc. | 34,477 | 34,477 | 0 | 8,130 | 8,262 | +132 |
| Lennar Corporation Class A | 3,841 | 5,986 | +2,145 | 484 | 615 | +131 |