Top 50 Boston Family Office Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc. | 4.85% | 286.9K | $72.8M | +0.18%(+512) | $19.48(+1430.47%) | 2026-03-31 | |
| GOOG | Alphabet Inc. Class C | 3.47% | 181.9K | $52.2M | -10.36%(-21.02K) | $57.81(+586.98%) | 2026-03-31 | |
| AMZN | Amazon.com, Inc. | 3.47% | 250.2K | $52.1M | -3.28%(-8.47K) | $59.34(+350.33%) | 2026-03-31 | |
| MSFT | Microsoft Corporation | 3.37% | 137.0K | $50.7M | -0.72%(-996) | $88.61(+362.07%) | 2026-03-31 | |
| VOO | Vanguard S&P 500 ETF | 3.17% | 79.7K | $47.6M | +30.67%(+18.71K) | $520.31(+32.18%) | 2026-03-31 | |
| V | Visa Inc. Class A | 2.68% | 133.1K | $40.2M | -3.72%(-5.14K) | $89.17(+261.69%) | 2026-03-31 | |
| UNP | Union Pacific Corporation | 1.98% | 122.5K | $29.7M | -1.14%(-1.41K) | $71.99(+274.15%) | 2026-03-31 | |
| NVDA | NVIDIA Corporation | 1.92% | 165.7K | $28.9M | +14.94%(+21.53K) | $105.71(+123.00%) | 2026-03-31 | |
| SPY | SPDR S&P 500 ETF Trust | 1.91% | 44.2K | $28.7M | -12.84%(-6.51K) | $169.70(+340.88%) | 2026-03-31 | |
| BRK.B | Berkshire Hathaway Inc. Class B | 1.81% | 56.6K | $27.1M | -6.47%(-3.92K) | $116.14(+316.78%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.87% | +43.78% |
| Top 20 Holdings Unweighted | +10.42% | +34.64% |
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