Boston Family Office
Latest statistics and disclosures from Boston Family Office's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, AMZN, UNP, SPY, and represent 16.73% of Boston Family Office's stock portfolio.
- Added to shares of these 10 stocks: TER (+$8.3M), JMST, ADBE, V, ATR, CRM, INTC, GOOG, SPGI, PANW.
- Started 22 new stock positions in SIVB, PSB, CCI, ODFL, CATC, WCN, ENTA, APTV, PXD, IJJ. WOLF, AMD, VTEB, CAT, WDAY, PGR, XLE, AWK, CP, SHEL, IJS, DG.
- Reduced shares in these 10 stocks: DLTR (-$7.5M), AAPL (-$6.6M), VWO (-$5.1M), VGSH, MDY, IJR, EEM, QQQ, BDX, AFL.
- Sold out of its positions in CPRT, Cree, American Water Works, FSLR, GE, GWRE, IEFA, Kansas City Southern, LNC, ORLY. ROOT, Royal Dutch Shell, THO, VB, JHG.
- Boston Family Office was a net seller of stock by $-1.7M.
- Boston Family Office has $1.4B in assets under management (AUM), dropping by 1.79%.
- Central Index Key (CIK): 0001039807
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Portfolio Holdings for Boston Family Office
Companies in the Boston Family Office portfolio as of the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.2 | $73M | -8% | 416k | 174.61 | |
| Microsoft Corporation (MSFT) | 3.4 | $47M | 153k | 308.31 | ||
| Amazon (AMZN) | 3.0 | $42M | +5% | 13k | 3259.93 | |
| Union Pacific Corporation (UNP) | 2.7 | $39M | 141k | 273.21 | ||
| SPDR S&P 500 ETF Trust Tr Unit (SPY) | 2.5 | $35M | 77k | 451.64 | ||
| Ansys (ANSS) | 2.3 | $32M | 100k | 317.65 | ||
| Visa Inc. Class A Com Cl A (V) | 2.2 | $31M | +14% | 138k | 221.77 | |
| Zebra Technologies Corporation Class A Cl A (ZBRA) | 2.1 | $30M | -2% | 73k | 413.70 | |
| Iqvia Holdings (IQV) | 2.1 | $29M | 127k | 231.21 | ||
| Alphabet Inc. Class C Cap Stk Cl C (GOOG) | 2.0 | $28M | +8% | 10k | 2793.01 | |
| American Tower Reit (AMT) | 2.0 | $28M | 112k | 251.22 | ||
| First Republic Bank/san F (FRC) | 1.7 | $25M | 151k | 162.10 | ||
| Berkshire Hathaway Inc. Class B Cl B New (BRK.B) | 1.7 | $24M | 69k | 352.91 | ||
| NIKE, Inc. Class B CL B (NKE) | 1.6 | $23M | -3% | 172k | 134.56 | |
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| Rockwell Automation (ROK) | 1.6 | $23M | 82k | 280.04 | ||
| Marsh & McLennan Companies (MMC) | 1.6 | $23M | -8% | 135k | 170.42 | |
| Thermo Fisher Scientific (TMO) | 1.5 | $22M | -2% | 37k | 590.66 | |
| Aptar (ATR) | 1.5 | $21M | +21% | 175k | 117.50 | |
| Air Products & Chemicals (APD) | 1.5 | $20M | +4% | 82k | 249.91 | |
| Automatic Data Processing (ADP) | 1.5 | $20M | 90k | 227.54 | ||
| Vanguard Short-Term Bond ETF Short Trm Bond (BSV) | 1.4 | $20M | 259k | 77.90 | ||
| S&p Global (SPGI) | 1.4 | $20M | +12% | 49k | 410.18 | |
| Ecolab (ECL) | 1.4 | $19M | 110k | 176.56 | ||
| Roper Industries (ROP) | 1.3 | $18M | -3% | 38k | 472.24 | |
| Nextera Energy (NEE) | 1.3 | $18M | +3% | 210k | 84.71 | |
| Johnson & Johnson (JNJ) | 1.3 | $18M | 99k | 177.23 | ||
| salesforce (CRM) | 1.2 | $17M | +23% | 80k | 212.32 | |
| Stryker Corporation (SYK) | 1.2 | $17M | 63k | 267.35 | ||
| Solaredge Technologies (SEDG) | 1.2 | $16M | +4% | 50k | 322.38 | |
| McCormick & Company Com Non Vtg (MKC) | 1.1 | $16M | +6% | 160k | 99.80 | |
| Adobe Systems Incorporated (ADBE) | 1.1 | $16M | +40% | 35k | 455.61 | |
| CVS Caremark Corporation (CVS) | 1.1 | $15M | 152k | 101.21 | ||
| TE Connectivity Reg Shs (TEL) | 1.1 | $15M | +4% | 113k | 130.98 | |
| Abbvie (ABBV) | 1.0 | $15M | 90k | 162.11 | ||
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 1.0 | $14M | -3% | 105k | 130.12 | |
| Danaher Corporation (DHR) | 0.9 | $13M | -3% | 43k | 293.33 | |
| Abbott Laboratories (ABT) | 0.9 | $12M | 102k | 118.36 | ||
| SPDR S&P Midcap 400 ETF Trust Utser1 S&pdcrp (MDY) | 0.8 | $12M | -24% | 24k | 490.45 | |
| Procter & Gamble Company (PG) | 0.8 | $11M | -4% | 74k | 152.79 | |
| IDEXX Laboratories (IDXX) | 0.8 | $11M | 21k | 547.07 | ||
| Vanguard Short-Term Corporate Bond ETF Shrt Trm Corp Bd (VCSH) | 0.8 | $11M | +23% | 136k | 78.09 | |
| Pepsi (PEP) | 0.7 | $11M | 63k | 167.38 | ||
| Teradyne (TER) | 0.7 | $9.7M | +588% | 82k | 118.23 | |
| iShares Core S&P Small Cap ETF Core S&p Scp Etf (IJR) | 0.7 | $9.7M | -26% | 90k | 107.88 | |
| Chevron Corporation (CVX) | 0.7 | $9.5M | -2% | 59k | 162.82 | |
| McDonald's Corporation (MCD) | 0.7 | $9.3M | -2% | 37k | 247.27 | |
| Vanguard Extended Market ETF Extend Mkt Etf (VXF) | 0.6 | $9.1M | +28% | 55k | 165.67 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $8.7M | 64k | 136.32 | ||
| JPMorgan Ultra-Short Municipal Income ETF Ultra Sht Muncpl (JMST) | 0.6 | $8.6M | +124% | 170k | 50.64 | |
| Vanguard Short-Term Inflation-Protected Securities ETF Strm Infproidx (VTIP) | 0.6 | $8.4M | -5% | 163k | 51.21 | |
| Invesco Variable Rate Preferred ETF Var Rate Pfd (VRP) | 0.6 | $8.3M | 340k | 24.44 | ||
| Sherwin-Williams Company (SHW) | 0.6 | $8.3M | +21% | 33k | 249.62 | |
| Invesco QQQ Trust Unit Ser 1 (QQQ) | 0.6 | $8.0M | -27% | 22k | 362.54 | |
| SPDR S&P Biotech ETF S&p Biotech (XBI) | 0.6 | $7.9M | +19% | 88k | 89.88 | |
| iShares Floating Rate Bond ETF Fltg Rate Nt Etf (FLOT) | 0.5 | $7.5M | -9% | 149k | 50.52 | |
| Alphabet Inc. Class A Cap Stk Cl A (GOOGL) | 0.5 | $7.4M | +5% | 2.7k | 2781.48 | |
| Servicenow (NOW) | 0.5 | $7.4M | +28% | 13k | 556.92 | |
| Vanguard Dividend Appreciation ETF Div App Etf (VIG) | 0.5 | $7.1M | -3% | 44k | 162.17 | |
| Home Depot (HD) | 0.5 | $7.0M | +2% | 23k | 299.33 | |
| Verizon Communications (VZ) | 0.5 | $6.9M | -5% | 135k | 50.94 | |
| Lincoln Electric Holdings (LECO) | 0.5 | $6.6M | +11% | 48k | 137.81 | |
| Vanguard Total Stock Market ETF Total Stk Mkt (VTI) | 0.5 | $6.4M | -7% | 28k | 227.68 | |
| Intel Corporation (INTC) | 0.4 | $6.0M | +68% | 121k | 49.56 | |
| Dollar Tree (DLTR) | 0.4 | $5.8M | -56% | 36k | 160.15 | |
| General Mills (GIS) | 0.4 | $5.8M | -9% | 85k | 67.72 | |
| Lowe's Companies (LOW) | 0.4 | $5.7M | -9% | 28k | 202.18 | |
| Vanguard Short-Term Treasury ETF Short Term Treas (VGSH) | 0.4 | $5.7M | -40% | 96k | 59.26 | |
| LKQ Corporation (LKQ) | 0.4 | $5.6M | -6% | 124k | 45.41 | |
| Xylem (XYL) | 0.4 | $5.6M | +5% | 65k | 85.26 | |
| Costco Wholesale Corporation (COST) | 0.3 | $4.8M | 8.4k | 575.86 | ||
| Merck & Co (MRK) | 0.3 | $4.6M | 56k | 82.05 | ||
| Target Corporation (TGT) | 0.3 | $4.4M | +28% | 21k | 212.24 | |
| Becton, Dickinson and (BDX) | 0.3 | $4.4M | -35% | 17k | 266.02 | |
| EOG Resources (EOG) | 0.3 | $4.3M | 36k | 119.24 | ||
| Neogen Corporation (NEOG) | 0.3 | $4.1M | 132k | 30.84 | ||
| Parker-Hannifin Corporation (PH) | 0.3 | $4.0M | -9% | 14k | 283.73 | |
| Vanguard Total Bond Market ETF Total Bnd Mrkt (BND) | 0.3 | $4.0M | -13% | 50k | 79.53 | |
| Norfolk Southern (NSC) | 0.3 | $3.9M | 14k | 285.19 | ||
| Pfizer (PFE) | 0.3 | $3.8M | 74k | 51.77 | ||
| Novo Nordisk A/S Sponsored ADR Class B Adr (NVO) | 0.3 | $3.7M | -12% | 33k | 111.04 | |
| Walt Disney Company (DIS) | 0.3 | $3.6M | +4% | 26k | 137.17 | |
| iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH) | 0.2 | $3.4M | -6% | 13k | 268.33 | |
| 3M Company (MMM) | 0.2 | $3.4M | -18% | 23k | 148.90 | |
| Vanguard FTSE Developed Markets ETF Ftse Dev Mkt Etf (VEA) | 0.2 | $3.4M | +7% | 71k | 48.03 | |
| Comcast Corporation Class A Cl A (CMCSA) | 0.2 | $3.3M | -9% | 72k | 46.82 | |
| Qualcomm (QCOM) | 0.2 | $3.3M | 22k | 152.81 | ||
| Palo Alto Networks (PANW) | 0.2 | $3.3M | +174% | 5.3k | 622.54 | |
| iShares Core S&P 500 ETF Core S&p500 Etf (IVV) | 0.2 | $3.2M | 7.0k | 453.74 | ||
| Waste Management (WM) | 0.2 | $3.1M | -18% | 20k | 158.48 | |
| RPM International (RPM) | 0.2 | $3.1M | 38k | 81.44 | ||
| Middleby Corporation (MIDD) | 0.2 | $3.0M | +7% | 18k | 163.95 | |
| Cisco Systems (CSCO) | 0.2 | $2.9M | 52k | 55.76 | ||
| Vanguard Total International Stock ETF Vg Tl Intl Stk F (VXUS) | 0.2 | $2.9M | +6% | 49k | 59.74 | |
| Coca-Cola Company (KO) | 0.2 | $2.9M | 46k | 62.01 | ||
| Exxon Mobil Corporation (XOM) | 0.2 | $2.8M | -7% | 34k | 82.60 | |
| Eli Lilly & Co. (LLY) | 0.2 | $2.7M | 9.4k | 286.35 | ||
| Tyler Technologies (TYL) | 0.2 | $2.7M | +28% | 6.0k | 444.97 | |
| FedEx Corporation (FDX) | 0.2 | $2.7M | +2% | 12k | 231.37 | |
| Analog Devices (ADI) | 0.2 | $2.6M | +18% | 16k | 165.15 | |
| Mondelez International, Inc. Class A Cl A (MDLZ) | 0.2 | $2.6M | 41k | 62.79 | ||
| Vanguard FTSE All-World ex-US ETF Allwrld Ex Us (VEU) | 0.2 | $2.5M | -22% | 44k | 57.59 | |
| Clorox Company (CLX) | 0.2 | $2.5M | -17% | 18k | 139.00 | |
| Illinois Tool Works (ITW) | 0.2 | $2.5M | 12k | 209.38 | ||
| Diageo Spon Adr New (DEO) | 0.2 | $2.4M | 12k | 203.17 | ||
| Colgate-Palmolive Company (CL) | 0.2 | $2.4M | 32k | 75.82 | ||
| Welltower Inc Com reit (WELL) | 0.2 | $2.4M | +2% | 25k | 96.14 | |
| Illumina (ILMN) | 0.2 | $2.3M | +43% | 6.7k | 349.37 | |
| Amgen (AMGN) | 0.2 | $2.3M | +2% | 9.5k | 241.81 | |
| Hubbell (HUBB) | 0.2 | $2.2M | -2% | 12k | 183.75 | |
| American Express Company (AXP) | 0.2 | $2.2M | +11% | 12k | 186.97 | |
| Vanguard Large-Cap ETF Large Cap Etf (VV) | 0.2 | $2.2M | +13% | 11k | 208.51 | |
| Wolfspeed (WOLF) | 0.1 | $2.1M | NEW | 18k | 113.85 | |
| Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO) | 0.1 | $2.1M | -71% | 45k | 46.12 | |
| Bristol Myers Squibb (BMY) | 0.1 | $2.0M | 28k | 73.05 | ||
| Trane Technologies SHS (TT) | 0.1 | $2.0M | 13k | 152.68 | ||
| UnitedHealth (UNH) | 0.1 | $1.9M | +14% | 3.7k | 510.01 | |
| Oracle Corporation (ORCL) | 0.1 | $1.8M | -4% | 22k | 82.71 | |
| Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO) | 0.1 | $1.8M | +19% | 4.2k | 415.11 | |
| Weyerhaeuser Company Com New (WY) | 0.1 | $1.7M | -11% | 45k | 37.89 | |
| Seagate Technology Holdings SHS (STX) | 0.1 | $1.7M | 19k | 89.89 | ||
| NVIDIA Corporation (NVDA) | 0.1 | $1.7M | +98% | 6.2k | 272.90 | |
| iShares Russell 2000 ETF Russell 2000 Etf (IWM) | 0.1 | $1.7M | 8.2k | 205.24 | ||
| Hologic (HOLX) | 0.1 | $1.7M | -4% | 22k | 76.82 | |
| AFLAC Incorporated (AFL) | 0.1 | $1.6M | -58% | 25k | 64.40 | |
| iShares Russell Midcap ETF Rus Mid Cap Etf (IWR) | 0.1 | $1.6M | 21k | 78.03 | ||
| Berkshire Hathaway Inc. Class A Cl A (BRK.A) | 0.1 | $1.6M | 3.00 | 529000.00 | ||
| Accenture Plc Class A Shs Class A (ACN) | 0.1 | $1.5M | 4.6k | 337.27 | ||
| iShares S&P 500 Growth ETF S&p 500 Grwt Etf (IVW) | 0.1 | $1.5M | 20k | 76.39 | ||
| Corning Incorporated (GLW) | 0.1 | $1.5M | 41k | 36.90 | ||
| Vanguard Tax-Exempt Bond ETF Tax Exempt Bd (VTEB) | 0.1 | $1.5M | NEW | 29k | 51.56 | |
| Vanguard Real Estate ETF Real Estate Etf (VNQ) | 0.1 | $1.5M | +2% | 14k | 108.34 | |
| stock (SPLK) | 0.1 | $1.4M | +5% | 9.7k | 148.63 | |
| United Parcel Service, Inc. Class B CL B (UPS) | 0.1 | $1.4M | +130% | 6.6k | 214.44 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $1.4M | -5% | 16k | 87.78 | |
| Dominion Resources (D) | 0.1 | $1.4M | -30% | 16k | 84.95 | |
| VanEck Morningstar Wide Moat ETF Morningstar Wide (MOAT) | 0.1 | $1.3M | -31% | 18k | 74.70 | |
| Philip Morris International (PM) | 0.1 | $1.3M | -4% | 14k | 93.91 | |
| Honeywell International (HON) | 0.1 | $1.3M | +2% | 6.6k | 194.54 | |
| Medtronic SHS (MDT) | 0.1 | $1.3M | +9% | 11k | 110.94 | |
| International Flavors & Fragrances (IFF) | 0.1 | $1.3M | -62% | 9.6k | 131.33 | |
| WisdomTree Emerging Markets SmallCap Dividend Fund Emg Mkts Smcap (DGS) | 0.1 | $1.2M | 23k | 53.28 | ||
| Alcon Ord Shs (ALC) | 0.1 | $1.2M | -52% | 16k | 79.33 | |
| Gilead Sciences (GILD) | 0.1 | $1.2M | -21% | 20k | 59.47 | |
| Kinder Morgan (KMI) | 0.1 | $1.2M | 63k | 18.92 | ||
| Synopsys (SNPS) | 0.1 | $1.2M | +402% | 3.5k | 333.33 | |
| iShares Russell 2000 Growth ETF Rus 2000 Grw Etf (IWO) | 0.1 | $1.1M | -3% | 4.4k | 255.81 | |
| Steris Shs Usd (STE) | 0.1 | $1.1M | 4.6k | 241.74 | ||
| iShares U.S. Technology ETF U.s. Tech Etf (IYW) | 0.1 | $1.1M | -3% | 11k | 103.06 | |
| Kellogg Company (K) | 0.1 | $1.1M | -8% | 17k | 64.49 | |
| Dentsply Sirona (XRAY) | 0.1 | $1.1M | 22k | 49.23 | ||
| Block Cl A (SQ) | 0.1 | $1.1M | -2% | 8.1k | 135.55 | |
| Starwood Property Trust (STWD) | 0.1 | $1.1M | +19% | 45k | 24.18 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $1.0M | -7% | 8.4k | 123.20 | |
| Paypal Holdings (PYPL) | 0.1 | $1.0M | -13% | 8.9k | 115.67 | |
| Altria (MO) | 0.1 | $1000k | 19k | 52.23 | ||
| Raytheon Technologies Corp (RTX) | 0.1 | $990k | -6% | 10k | 99.04 | |
| Wal-Mart Stores (WMT) | 0.1 | $976k | 6.6k | 148.94 | ||
| Vanguard Mid-Cap ETF Mid Cap Etf (VO) | 0.1 | $974k | -15% | 4.1k | 237.85 | |
| Emerson Electric (EMR) | 0.1 | $961k | 9.8k | 98.06 | ||
| Intuit (INTU) | 0.1 | $944k | 2.0k | 480.65 | ||
| ConocoPhillips (COP) | 0.1 | $919k | +3% | 9.2k | 99.96 | |
| Cambridge Ban (CATC) | 0.1 | $908k | NEW | 11k | 85.03 | |
| C.H. Robinson Worldwide Com New (CHRW) | 0.1 | $899k | 8.4k | 107.66 | ||
| Ss&c Technologies Holding (SSNC) | 0.1 | $877k | -29% | 12k | 75.03 | |
| PNC Financial Services (PNC) | 0.1 | $846k | +19% | 4.6k | 184.51 | |
| Applied Materials (AMAT) | 0.1 | $842k | +35% | 6.4k | 131.81 | |
| Microchip Technology (MCHP) | 0.1 | $828k | +101% | 11k | 75.17 | |
| Facebook, Inc. Class A Cl A (FB) | 0.1 | $806k | -17% | 3.6k | 222.22 | |
| iShares S&P 500 Value ETF S&p 500 Val Etf (IVE) | 0.1 | $792k | -6% | 5.1k | 155.75 | |
| iShares Expanded Tech Sector ETF Expnd Tec Sc Etf (IGM) | 0.1 | $777k | 2.0k | 388.50 | ||
| Northern Trust Corporation (NTRS) | 0.1 | $771k | 6.6k | 116.43 | ||
| Vanguard Intermediate-Term Bond ETF Intermed Term (BIV) | 0.1 | $761k | +25% | 9.3k | 81.85 | |
| L3harris Technologies (LHX) | 0.1 | $753k | +2% | 3.0k | 248.51 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $737k | 15k | 49.65 | ||
| Starbucks Corporation (SBUX) | 0.1 | $709k | +19% | 7.8k | 90.94 | |
| Stericycle (SRCL) | 0.0 | $701k | -75% | 12k | 58.92 | |
| Boston Scientific Corporation (BSX) | 0.0 | $696k | +44% | 16k | 44.29 | |
| SYSCO Corporation (SYY) | 0.0 | $692k | +47% | 8.5k | 81.68 | |
| Church & Dwight (CHD) | 0.0 | $682k | -11% | 6.9k | 99.43 | |
| iShares Gold Trust Ishares New (IAU) | 0.0 | $673k | -21% | 18k | 36.83 | |
| Skyworks Solutions (SWKS) | 0.0 | $671k | +2% | 5.0k | 133.21 | |
| Baxter International | 0.0 | $649k | 8.4k | 77.56 | ||
| Vanguard Intermediate-Term Treasury ETF Inter Term Treas (VGIT) | 0.0 | $648k | -62% | 10k | 62.91 | |
| Paycom Software (PAYC) | 0.0 | $641k | +174% | 1.9k | 346.49 | |
| Mastercard Incorporated Class A Cl A (MA) | 0.0 | $636k | +16% | 1.8k | 357.50 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $620k | 3.4k | 183.43 | ||
| Stanley Black & Decker (SWK) | 0.0 | $618k | -12% | 4.4k | 139.79 | |
| iShares 1-5 Year Investment Grade Corporate Bond ETF Ishs 1-5yr Invs (IGSB) | 0.0 | $612k | 12k | 51.69 | ||
| Constellation Brands, Inc. Class A Cl A (STZ) | 0.0 | $606k | +7% | 2.6k | 230.33 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $599k | 9.6k | 62.72 | ||
| International Business Machines (IBM) | 0.0 | $595k | -33% | 4.6k | 129.97 | |
| Avery Dennison Corporation (AVY) | 0.0 | $593k | 3.4k | 173.90 | ||
| Ingersoll Rand (IR) | 0.0 | $589k | -2% | 12k | 50.38 | |
| VanEck Morningstar International Moat ETF Morningstar Intl (MOTI) | 0.0 | $575k | -21% | 18k | 31.69 | |
| American Water Works (AWK) | 0.0 | $558k | NEW | 3.4k | 165.48 | |
| Jacobs Engineering (J) | 0.0 | $554k | 4.0k | 137.71 | ||
| Roche Holding (RHHBY) | 0.0 | $543k | +2% | 11k | 49.74 | |
| Vanguard High Dividend Yield Index ETF High Div Yld (VYM) | 0.0 | $542k | 4.8k | 112.22 | ||
| Wec Energy Group (WEC) | 0.0 | $524k | 5.3k | 99.79 | ||
| Fiserv (FISV) | 0.0 | $521k | 5.1k | 101.38 | ||
| SPDR S&P Dividend ETF S&p Divid Etf (SDY) | 0.0 | $520k | -4% | 4.1k | 128.02 | |
| Eversource Energy (ES) | 0.0 | $516k | 5.8k | 88.25 | ||
| Shell Spon Ads (SHEL) | 0.0 | $514k | NEW | 9.4k | 54.97 | |
| GATX Corporation (GATX) | 0.0 | $506k | 4.1k | 123.29 | ||
| Fidelity National Information Services (FIS) | 0.0 | $497k | -21% | 4.9k | 100.51 | |
| Dover Corporation (DOV) | 0.0 | $493k | 3.1k | 156.96 | ||
| At&t (T) | 0.0 | $488k | -20% | 21k | 23.63 | |
| Deere & Company (DE) | 0.0 | $488k | 1.2k | 415.32 | ||
| iShares S&P Mid-Cap 400 Value ETF S&p Mc 400vl Etf (IJJ) | 0.0 | $488k | NEW | 4.5k | 109.66 | |
| Allegion Ord Shs (ALLE) | 0.0 | $477k | -8% | 4.3k | 109.76 | |
| Estee Lauder Companies Inc. Class A Cl A (EL) | 0.0 | $471k | 1.7k | 272.10 | ||
| Align Technology (ALGN) | 0.0 | $463k | 1.1k | 435.97 | ||
| Vanguard Long-Term Bond ETF Long Term Bond (BLV) | 0.0 | $446k | +20% | 4.9k | 91.62 | |
| Fortive (FTV) | 0.0 | $442k | -14% | 7.3k | 60.92 | |
| Vanguard Intermediate-Term Corporate Bond ETF Int-term Corp (VCIT) | 0.0 | $440k | +6% | 5.1k | 86.11 | |
| Abb Sponsored Adr (ABB) | 0.0 | $439k | +6% | 14k | 32.32 | |
| Pioneer Natural Resources (PXD) | 0.0 | $436k | NEW | 1.7k | 249.86 | |
| Blackstone Group Inc. Class A Com Cl A (BX) | 0.0 | $431k | -18% | 3.4k | 126.91 | |
| Dollar General (DG) | 0.0 | $415k | NEW | 1.9k | 222.40 | |
| Envista Hldgs Corp (NVST) | 0.0 | $415k | 8.5k | 48.74 | ||
| Fastenal Company (FAST) | 0.0 | $413k | 7.0k | 59.42 | ||
| Crown Castle Intl (CCI) | 0.0 | $404k | NEW | 2.2k | 184.39 | |
| U.S. Bancorp Com New (USB) | 0.0 | $403k | +3% | 7.6k | 53.10 | |
| SVB Financial (SIVB) | 0.0 | $401k | NEW | 716.00 | 560.06 | |
| Teladoc (TDOC) | 0.0 | $398k | 5.5k | 72.10 | ||
| Relay Therapeutics (RLAY) | 0.0 | $382k | +2% | 13k | 29.97 | |
| iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF) | 0.0 | $377k | +6% | 1.4k | 277.82 | |
| SPDR Portfolio Short Term Corporate Bond ETF Portfolio Short (SPSB) | 0.0 | $373k | 12k | 30.09 | ||
| TJX Companies (TJX) | 0.0 | $367k | -11% | 6.1k | 60.59 | |
| iShares MSCI Emerging Markets ETF Msci Emg Mkt Etf (EEM) | 0.0 | $366k | -89% | 8.1k | 45.10 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $362k | +265% | 1.2k | 301.92 | |
| Waste Connections (WCN) | 0.0 | $344k | NEW | 2.5k | 139.55 | |
| Twilio Cl A (TWLO) | 0.0 | $342k | +95% | 2.1k | 164.82 | |
| Simon Property (SPG) | 0.0 | $337k | +33% | 2.6k | 131.59 | |
| Coherent (COHR) | 0.0 | $329k | 1.2k | 273.71 | ||
| Johnson Controls International Plc equity (JCI) | 0.0 | $328k | 5.0k | 65.61 | ||
| Workday, Inc. Class A Cl A (WDAY) | 0.0 | $324k | NEW | 1.4k | 239.11 | |
| Lennar Corporation Class A Cl A (LEN) | 0.0 | $315k | 3.9k | 81.23 | ||
| CrowdStrike Holdings, Inc. Class A Cl A (CRWD) | 0.0 | $314k | 1.4k | 227.04 | ||
| Old Dominion Freight Line (ODFL) | 0.0 | $312k | NEW | 1.0k | 298.85 | |
| iShares Micro-Cap ETF Micro-cap Etf (IWC) | 0.0 | $312k | 2.4k | 128.77 | ||
| Primis Financial Corp (FRST) | 0.0 | $306k | 22k | 13.97 | ||
| Dupont De Nemours (DD) | 0.0 | $305k | -8% | 4.2k | 73.49 | |
| Flextronics Int'l Ord (FLEX) | 0.0 | $301k | 16k | 18.56 | ||
| Health Catalyst (HCAT) | 0.0 | $295k | +76% | 11k | 26.17 | |
| Trimble Navigation (TRMB) | 0.0 | $294k | 4.1k | 72.15 | ||
| Dow (DOW) | 0.0 | $290k | -2% | 4.6k | 63.64 | |
| Progressive Corporation (PGR) | 0.0 | $290k | NEW | 2.5k | 113.95 | |
| PS Business Parks (PSB) | 0.0 | $288k | NEW | 1.7k | 167.93 | |
| iShares S&P Small-Cap 600 Value ETF Sp Smcp600vl Etf (IJS) | 0.0 | $284k | NEW | 2.8k | 102.34 | |
| Cognizant Technology Solutions Corporation Class A Cl A (CTSH) | 0.0 | $280k | 3.1k | 89.74 | ||
| Advanced Micro Devices (AMD) | 0.0 | $280k | NEW | 2.6k | 109.46 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $275k | -13% | 3.6k | 77.07 | |
| Okta Inc CL A Cl A (OKTA) | 0.0 | $274k | +57% | 1.8k | 150.72 | |
| Travelers Companies (TRV) | 0.0 | $274k | -21% | 1.5k | 182.67 | |
| Trade Desk, Inc. Class A Com Cl A (TTD) | 0.0 | $270k | -8% | 3.9k | 69.23 | |
| SPDR Bloomberg Barclays Convertible Securities ETF Blmbrg Brc Convrt (CWB) | 0.0 | $270k | 3.5k | 76.92 | ||
| Yum China Holdings (YUMC) | 0.0 | $268k | -12% | 6.5k | 41.48 | |
| Waters Corporation (WAT) | 0.0 | $261k | 840.00 | 310.71 | ||
| Science App Int'l (SAIC) | 0.0 | $252k | 2.7k | 92.14 | ||
| State Street Corporation (STT) | 0.0 | $251k | +5% | 2.9k | 87.12 | |
| Wells Fargo & Company (WFC) | 0.0 | $250k | 5.2k | 48.48 | ||
| Unilever Spon Adr New (UL) | 0.0 | $248k | -15% | 5.4k | 45.59 | |
| Cdk Global Inc equities (CDK) | 0.0 | $243k | -5% | 5.0k | 48.74 | |
| Taiwan Semiconductor MFG. Sponsored Ads (TSM) | 0.0 | $240k | 2.3k | 104.35 | ||
| Caterpillar (CAT) | 0.0 | $239k | NEW | 1.1k | 222.95 | |
| Eaton Corp SHS (ETN) | 0.0 | $236k | 1.6k | 151.57 | ||
| H&R Block | 0.0 | $234k | 9.0k | 26.00 | ||
| Sprott Physical Gold and Silver Trust Tr Unit (CEF) | 0.0 | $234k | 12k | 19.41 | ||
| GlaxoSmithKline Sponsored Adr (GSK) | 0.0 | $230k | 5.3k | 43.55 | ||
| California Water Service (CWT) | 0.0 | $229k | 3.9k | 59.25 | ||
| iShares Core S&P Total U.S. Stock Market ETF Core S&p Ttl Stk (ITOT) | 0.0 | $227k | 2.3k | 100.89 | ||
| Energy Select Sector SPDR Fund Energy (XLE) | 0.0 | $227k | NEW | 3.0k | 76.46 | |
| Generac Holdings (GNRC) | 0.0 | $224k | 755.00 | 296.69 | ||
| Global Payments (GPN) | 0.0 | $220k | -14% | 1.6k | 136.65 | |
| New York Times Company Class A Cl A (NYT) | 0.0 | $219k | 4.8k | 45.86 | ||
| iShares Russell 1000 ETF Rus 1000 Etf (IWB) | 0.0 | $219k | 875.00 | 250.29 | ||
| UGI Corporation (UGI) | 0.0 | $217k | 6.0k | 36.17 | ||
| Canadian Pacific Railway (CP) | 0.0 | $214k | NEW | 2.6k | 82.69 | |
| PIMCO 1-5 Year US TIPS Index ETF 1-5 Us Tip Idx (STPZ) | 0.0 | $213k | 3.9k | 54.41 | ||
| Aptiv SHS (APTV) | 0.0 | $207k | NEW | 1.7k | 119.65 | |
| Zimmer Holdings (ZBH) | 0.0 | $207k | +9% | 1.6k | 127.94 | |
| Enanta Pharmaceuticals (ENTA) | 0.0 | $203k | NEW | 2.9k | 71.23 | |
| Antero Midstream Corp antero midstream (AM) | 0.0 | $163k | 15k | 10.87 | ||
| Globalstar (GSAT) | 0.0 | $15k | 10k | 1.50 | ||
| Athersys (ATHX) | 0.0 | $15k | 24k | 0.62 | ||
Past Filings by Boston Family Office
SEC 13F filings are viewable for Boston Family Office going back to 2011
- Boston Family Office 2022 Q1 filed May 11, 2022
- Boston Family Office 2021 Q3 filed Nov. 15, 2021
- Boston Family Office 2021 Q2 filed Aug. 12, 2021
- Boston Family Office 2021 Q1 filed May 7, 2021
- Boston Family Office 2020 Q4 filed Feb. 16, 2021
- Boston Family Office 2020 Q3 filed Nov. 10, 2020
- Boston Family Office 2020 Q2 filed Aug. 6, 2020
- Boston Family Office 2020 Q1 filed May 11, 2020
- Boston Family Office 2019 Q4 filed Feb. 5, 2020
- Boston Family Office 2019 Q3 filed Nov. 12, 2019
- Boston Family Office 2019 Q2 filed July 30, 2019
- Boston Family Office 2019 Q1 filed May 9, 2019
- Boston Family Office 2018 Q4 filed Feb. 12, 2019
- Boston Family Office 2018 Q3 filed Nov. 1, 2018
- Boston Family Office 2018 Q2 filed July 26, 2018
- Boston Family Office 2018 Q1 filed April 30, 2018