BOSTON FAMILY OFFICE LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 13, 2024
Value $
$1.48B
Signature - Title
George Beal - Managing Partner
Location
Boston, MA
Summary
This page shows a list of all the recent 13F filings made by BOSTON FAMILY OFFICE LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BOSTON FAMILY OFFICE LLC reported 275 stock holdings with total value $1.48B as of Q3 2024. Top holdings included AAPL, MSFT, AMZN, V, and GOOG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 275 $1.48B +$39.7M -$34.8M +$4.89M AAPL, MSFT, AMZN, V, GOOG 13F-HR 11/13/2024, 09:42 AM
Q2 2024 264 $1.39B +$50.6M -$48.1M +$2.46M AAPL, MSFT, AMZN, GOOG, V 13F-HR 8/12/2024, 02:49 PM
Q1 2024 263 $1.39B +$22.9M -$33.4M -$10.5M MSFT, AAPL, AMZN, V, SPY 13F-HR 5/13/2024, 09:59 AM
Q4 2023 259 $1.33B +$22.2M -$40.9M -$18.6M AAPL, MSFT, AMZN, V, ANSS 13F-HR 2/12/2024, 12:12 PM
Q3 2023 252 $1.22B +$25.7M -$32.6M -$6.99M AAPL, MSFT, AMZN, V, SPY 13F-HR 11/13/2023, 10:40 AM
Q2 2023 260 $1.3B +$26.6M -$41.2M -$14.6M AAPL, MSFT, AMZN, V, ANSS 13F-HR 8/14/2023, 12:39 PM
Q1 2023 260 $1.25B +$18.5M -$55.3M -$36.8M AAPL, MSFT, ANSS, V, SPY 13F-HR 5/10/2023, 10:07 AM
Q4 2022 267 $1.2B +$28.3M -$35.4M -$7.1M AAPL, MSFT, V, SPY, UNP 13F-HR 2/7/2023, 11:00 AM
Q3 2022 260 $1.13B +$65.9M -$35.2M +$30.7M AAPL, MSFT, AMZN, SPY, UNP 13F-HR 11/8/2022, 10:02 AM
Q2 2022 268 $1.2B +$60.2M -$37.8M +$22.4M AAPL, MSFT, UNP, SPY, AMT 13F-HR 8/11/2022, 09:21 AM
Q1 2022 286 $1.41B +$40.6M -$48.2M -$7.54M AAPL, MSFT, AMZN, UNP, SPY 13F-HR 5/11/2022, 04:05 PM
Q4 2021 282 $1.54B +$48.2M -$39.9M +$8.26M AAPL, MSFT, ZBRA, AMZN, ANSS 13F-HR 2/14/2022, 11:35 AM
Q3 2021 279 $1.38B +$21.9M -$29.1M -$7.23M AAPL, MSFT, AMZN, ZBRA, ANSS 13F-HR 11/15/2021, 10:34 AM
Q2 2021 278 $1.4B +$32.7M -$41.1M -$8.41M AAPL, AMZN, MSFT, ZBRA, ANSS 13F-HR 8/12/2021, 11:54 AM
Q1 2021 265 $1.32B +$21M -$42.3M -$21.2M AAPL, AMZN, ZBRA, MSFT, ANSS 13F-HR 5/6/2021, 08:59 PM
Q4 2020 258 $1.3B +$126M -$32.2M +$94.3M AAPL, AMZN, ANSS, MSFT, ZBRA 13F-HR 2/16/2021, 09:15 AM
Q3 2020 236 $1.1B +$53M -$23.5M +$29.5M AAPL, AMZN, MMC, ANSS, MSFT 13F-HR 11/10/2020, 10:40 AM
Q2 2020 243 $1.03B +$26.2M -$27.3M -$1.14M AAPL, AMZN, MMC, MSFT, ANSS 13F-HR 8/6/2020, 02:35 PM
Q1 2020 235 $847M +$13.2M -$26.2M -$13M AAPL, MMC, AMZN, MSFT, AMT 13F-HR 5/11/2020, 04:37 PM
Q4 2019 251 $1.05B +$32.7M -$21M +$11.7M AAPL, MMC, AMT, ANSS, SPY 13F-HR 2/5/2020, 12:11 PM
Q3 2019 250 $964M +$13.6M -$19.4M -$5.88M AAPL, AMT, SPY, UNP, ANSS 13F-HR 11/12/2019, 04:31 PM
Q2 2019 256 $963M +$20.5M -$16.3M +$4.2M AAPL, AMT, UNP, AMZN, SPY 13F-HR 7/30/2019, 03:31 PM
Q1 2019 249 $925M +$35.5M -$36M -$522K AAPL, AMT, UNP, SPY, AMZN 13F-HR 5/9/2019, 11:59 AM
Q4 2018 246 $804M +$22.1M -$47.2M -$25.1M AAPL, AMT, SPY, UNP, JNJ 13F-HR 2/12/2019, 04:20 PM
Q3 2018 263 $949M +$16.9M -$18.6M -$1.7M AAPL, UNP, SPY, JNJ, AMZN 13F-HR 11/1/2018, 04:36 PM
Q2 2018 262 $884M +$32.6M -$40M -$7.41M AAPL, SPY, UNP, AMT, JNJ 13F-HR 7/26/2018, 04:43 PM
Q1 2018 259 $877M +$20.3M -$29.5M -$9.23M AAPL, SPY, JNJ, UNP, AMT 13F-HR 4/30/2018, 03:50 PM
Q4 2017 259 $908M +$26.5M -$37.8M -$11.3M AAPL, JNJ, SPY, UNP, ANSS 13F-HR 2/6/2018, 01:30 PM
Q3 2017 255 $880M +$27.6M -$19.5M +$8.13M AAPL, SPY, JNJ, CELG, UNP 13F-HR 11/13/2017, 11:35 AM
Q2 2017 250 $845M +$19.9M -$14.4M +$5.41M AAPL, JNJ, SPY, CELG, AMT 13F-HR 8/4/2017, 12:10 PM
Q1 2017 242 $813M +$29.3M -$24.5M +$4.83M AAPL, JNJ, SPY, CELG, UNP 13F-HR 5/5/2017, 04:09 PM
Q4 2016 239 $770M +$8.7M -$18.7M -$9.98M AAPL, JNJ, SPY, XOM, CELG 13F-HR 2/6/2017, 11:22 AM
Q3 2016 241 $772M +$10.2M -$23.4M -$13.2M JNJ, AAPL, SPY, XOM, CELG 13F-HR 11/3/2016, 10:11 AM
Q2 2016 245 $772M +$24.9M -$26.5M -$1.53M JNJ, XOM, SPY, AAPL, SRCL 13F-HR 8/4/2016, 10:41 AM
Q1 2016 237 $759M +$48.1M -$35.4M +$12.7M JNJ, SRCL, XOM, SPY, GILD 13F-HR 4/26/2016, 10:54 AM
Q4 2015 236 $731M +$20.4M -$30.5M -$10.1M SPY, CELG, GILD, JNJ, SRCL 13F-HR 2/4/2016, 10:40 AM
Q3 2015 233 $718M +$21.1M -$34.3M -$13.2M SPY, SRCL, VWO, GILD, CELG 13F-HR 11/4/2015, 03:10 PM
Q2 2015 255 $796M +$19.7M -$26.9M -$7.17M VWO, GILD, SPY, CELG, SRCL 13F-HR 8/7/2015, 02:07 PM
Q1 2015 259 $805M +$13.7M -$18.4M -$4.75M VWO, SPY, GILD, JNJ, CELG 13F-HR 5/11/2015, 11:08 AM
Q4 2014 260 $803M +$15.8M -$16.6M -$859K VWO, JNJ, GILD, CELG, SPY 13F-HR 2/9/2015, 01:10 PM
Q3 2014 257 $777M +$7.23M -$10.1M -$2.89M VWO, GILD, JNJ, SPY, XOM Restatement 10/31/2014, 04:25 PM
Q2 2014 265 $788M +$46.9M -$16.6M +$30.2M VWO, JNJ, XOM, SPY, GILD 13F-HR 8/1/2014, 11:03 AM
Q1 2014 257 $753M +$22.5M -$28.2M -$5.79M VWO, XOM, SPY, JNJ, GILD Restatement 5/12/2014, 02:58 PM
Q4 2013 251 $758M $0 $0 VWO, XOM, SPY, JNJ, GILD 13F-HR 2/10/2014, 02:45 PM