Boston Family Office

Latest statistics and disclosures from Boston Family Office's latest quarterly 13F-HR filing:

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Portfolio Holdings for Boston Family Office

Companies in the Boston Family Office portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.2 $56M -3% 457k 122.59
Amazon (AMZN) 2.8 $38M 12k 3104.01
Zebra Technologies Corporation Class A Cl A (ZBRA) 2.8 $37M -10% 75k 492.92
Microsoft Corporation (MSFT) 2.6 $35M 149k 235.74
Ansys (ANSS) 2.5 $34M 98k 340.00
SPDR S&P 500 ETF Trust Tr Unit (SPY) 2.3 $31M 78k 397.00
Union Pacific Corporation (UNP) 2.3 $31M 139k 219.68
Marsh & McLennan Companies (MMC) 2.1 $28M -24% 208k 136.52
American Tower Reit (AMT) 2.0 $26M +3% 110k 238.61
Visa Inc. Class A Com Cl A (V) 1.9 $26M 121k 211.73
First Republic Bank/san F (FRC) 1.9 $25M 151k 166.98
Iqvia Holdings (IQV) 1.8 $25M 127k 193.29
Vanguard Short-Term Bond ETF Short Trm Bond (BSV) 1.8 $24M +18% 300k 79.13
NIKE, Inc. Class B CL B (NKE) 1.8 $24M 177k 133.09

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Ecolab (ECL) 1.7 $23M 108k 214.00
Rockwell Automation (ROK) 1.6 $22M 81k 265.60
Aptar (ATR) 1.5 $20M 142k 141.35
Alphabet Inc. Class C Cap Stk Cl C (GOOG) 1.4 $19M 9.2k 2067.92
Air Products & Chemicals (APD) 1.3 $18M +3% 63k 280.69
Automatic Data Processing (ADP) 1.3 $17M -2% 91k 189.09
Thermo Fisher Scientific (TMO) 1.3 $17M 37k 458.13
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH) 1.3 $17M -5% 279k 61.09
Berkshire Hathaway Inc. Class B Cl B New (BRK.B) 1.3 $17M 66k 255.54
SPDR S&P Midcap 400 ETF Trust Utser1 S&pdcrp (MDY) 1.2 $17M -5% 33k 498.89
Johnson & Johnson (JNJ) 1.2 $17M -3% 100k 165.00
Nextera Energy (NEE) 1.2 $15M +9% 204k 75.47
iShares Core S&P Small Cap ETF Core S&p Scp Etf (IJR) 1.1 $15M -4% 136k 112.07
Stryker Corporation (SYK) 1.1 $15M 62k 243.69
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO) 1.1 $15M 286k 52.24
Roper Industries (ROP) 1.0 $14M 34k 403.11
TE Connectivity Reg Shs (TEL) 1.0 $14M 107k 128.69
Vanguard Short-Term Corporate Bond ETF Shrt Trm Corp Bd (VCSH) 1.0 $14M 169k 81.05
McCormick & Company Com Non Vtg (MKC) 1.0 $13M 147k 90.84
salesforce (CRM) 1.0 $13M +5% 62k 210.25
Abbott Laboratories (ABT) 0.9 $12M 103k 119.83
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.9 $12M 109k 111.92
CVS Caremark Corporation (CVS) 0.9 $12M 160k 75.99
Procter & Gamble Company (PG) 0.9 $12M -10% 84k 142.98
S&p Global (SPGI) 0.8 $11M +26% 34k 321.80
Adobe Systems Incorporated (ADBE) 0.8 $11M +2% 23k 475.37
iShares Floating Rate Bond ETF Fltg Rate Nt Etf (FLOT) 0.8 $11M +7% 209k 51.06
Danaher Corporation (DHR) 0.8 $11M -2% 46k 227.98
Invesco QQQ ETF Unit Ser 1 (QQQ) 0.8 $11M -5% 33k 319.11
IDEXX Laboratories (IDXX) 0.8 $10M -13% 21k 504.16
Dollar Tree (DLTR) 0.8 $10M 89k 115.10
Solaredge Technologies (SEDG) 0.8 $10M +3% 36k 284.76
Pepsi (PEP) 0.7 $10M -8% 67k 149.16
Abbvie (ABBV) 0.7 $9.7M 90k 108.31
JPMorgan Chase & Co. (JPM) 0.7 $9.7M 64k 152.17
Vanguard Short-Term Inflation-Protected Securities ETF Strm Infproidx (VTIP) 0.7 $8.9M +14% 175k 50.91
Verizon Communications (VZ) 0.6 $8.6M 149k 57.73
SPDR S&P Biotech ETF S&p Biotech (XBI) 0.6 $8.5M +4% 64k 132.42
Invesco Variable Rate Preferred ETF Var Rate Pfd (VRP) 0.6 $8.4M 328k 25.70
McDonald's Corporation (MCD) 0.6 $8.4M 38k 222.16
General Mills (GIS) 0.6 $8.2M -17% 129k 63.69
Home Depot (HD) 0.5 $6.9M 23k 305.91
Chevron Corporation (CVX) 0.5 $6.8M -7% 61k 111.72
Sherwin-Williams Company (SHW) 0.5 $6.4M +195% 26k 248.66
Becton, Dickinson and (BDX) 0.5 $6.3M 26k 246.40
Xylem (XYL) 0.5 $6.2M 60k 104.29
Lowe's Companies (LOW) 0.5 $6.0M 32k 190.00
Neogen Corporation (NEOG) 0.4 $5.7M 65k 88.50
3M Company (MMM) 0.4 $5.7M 30k 188.81
LKQ Corporation (LKQ) 0.4 $5.7M 135k 42.32
iShares MSCI Emerging Markets ETF Msci Emg Mkt Etf (EEM) 0.4 $5.6M 105k 53.34
Vanguard Total Stock Market ETF Total Stk Mkt (VTI) 0.4 $5.5M 27k 204.39
Merck & Co (MRK) 0.4 $5.4M -18% 65k 83.04
Vanguard Total Bond Market ETF Total Bnd Mrkt (BND) 0.4 $5.3M +5% 68k 78.28
Lincoln Electric Holdings (LECO) 0.4 $5.3M 43k 123.34
Alphabet Inc. Class A Cap Stk Cl A (GOOGL) 0.4 $5.1M 2.5k 2072.09
Parker-Hannifin Corporation (PH) 0.4 $5.0M 16k 316.31
AFLAC Incorporated (AFL) 0.4 $4.8M -10% 94k 51.40
RPM International (RPM) 0.3 $4.7M -4% 51k 91.86
Clorox Company (CLX) 0.3 $4.6M -3% 24k 192.84
Intel Corporation (INTC) 0.3 $4.5M -4% 71k 63.99
Norfolk Southern (NSC) 0.3 $4.5M -17% 15k 304.54
Walt Disney Company (DIS) 0.3 $4.4M 24k 184.87
Vanguard Extended Market ETF Extend Mkt Etf (VXF) 0.3 $4.3M +25% 28k 156.76
Comcast Corporation Class A Cl A (CMCSA) 0.3 $4.3M 79k 54.91
Waste Management (WM) 0.3 $4.1M -22% 30k 139.92
Servicenow (NOW) 0.3 $4.1M +3% 8.3k 493.95
International Flavors & Fragrances (IFF) 0.3 $4.0M +4% 28k 140.05
Vanguard Dividend Appreciation ETF Div App Etf (VIG) 0.3 $3.9M +2% 27k 147.05
Coca-Cola Company (KO) 0.3 $3.7M 69k 52.70
Stericycle (SRCL) 0.3 $3.6M 53k 68.06
Cisco Systems (CSCO) 0.3 $3.5M -2% 68k 51.60
Vanguard FTSE All-World ex-US ETF Allwrld Ex Us (VEU) 0.3 $3.5M +2% 57k 60.25
Vanguard FTSE Developed Markets ETF Ftse Dev Mkt Etf (VEA) 0.3 $3.4M -3% 70k 49.10
Golar LNG SHS (GLNG) 0.2 $3.2M -29% 226k 14.06
FedEx Corporation (FDX) 0.2 $3.2M 11k 285.71
Target Corporation (TGT) 0.2 $3.2M 16k 194.43
Vanguard Total International Stock ETF Vg Tl Intl Stk F (VXUS) 0.2 $3.0M 49k 62.33
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH) 0.2 $3.0M +3% 12k 260.20
Pfizer (PFE) 0.2 $3.0M 84k 35.98
Qualcomm (QCOM) 0.2 $2.9M 22k 132.55
Middleby Corporation (MIDD) 0.2 $2.8M -29% 17k 165.70
Vanguard Intermediate-Term Treasury ETF Inter Term Treas (VGIT) 0.2 $2.7M -34% 26k 106.28
iShares Core S&P 500 ETF Core S&p500 Etf (IVV) 0.2 $2.7M +8% 6.7k 397.24
Illinois Tool Works (ITW) 0.2 $2.6M 12k 221.96
Alcon Ord Shs (ALC) 0.2 $2.6M +29% 37k 70.74
Colgate-Palmolive Company (CL) 0.2 $2.6M 33k 78.80
Costco Wholesale Corporation (COST) 0.2 $2.6M 7.4k 352.58
EOG Resources (EOG) 0.2 $2.6M 36k 72.53
Novo Nordisk A/S Sponsored ADR Class B Adr (NVO) 0.2 $2.6M 39k 67.39
Bristol Myers Squibb (BMY) 0.2 $2.5M -30% 28k 90.84
Paypal Holdings (PYPL) 0.2 $2.4M 10k 239.58
Mondelez International, Inc. Class A Cl A (MDLZ) 0.2 $2.4M 41k 58.51
Amgen (AMGN) 0.2 $2.4M -9% 9.3k 255.00
Hubbell (HUBB) 0.2 $2.3M 13k 186.87
Thor Industries (THO) 0.2 $2.2M -3% 16k 136.52
Trane Technologies SHS (TT) 0.2 $2.2M 13k 165.52
Exxon Mobil Corporation (XOM) 0.2 $2.2M -14% 39k 55.53
Dominion Resources (D) 0.2 $2.1M -34% 27k 77.80
Gilead Sciences (GILD) 0.2 $2.0M -5% 31k 65.81
Cree (CREE) 0.2 $2.0M 19k 108.08
Philip Morris International (PM) 0.1 $2.0M -18% 22k 88.73
American Express Company (AXP) 0.1 $1.9M -12% 14k 141.40
Diageo Spon Adr New (DEO) 0.1 $1.9M +2% 12k 164.16
Altria (MO) 0.1 $1.9M 38k 51.16
Analog Devices (ADI) 0.1 $1.9M -4% 13k 149.30
Weyerhaeuser Company Com New (WY) 0.1 $1.8M 52k 35.59
iShares Russell 2000 ETF Russell 2000 Etf (IWM) 0.1 $1.8M 8.3k 220.90
Corning Incorporated (GLW) 0.1 $1.8M 41k 43.49
Eli Lilly & Co. (LLY) 0.1 $1.8M -3% 9.3k 190.73
Square, Inc. Class A Cl A (SQ) 0.1 $1.7M -2% 7.5k 231.85
Welltower Inc Com reit (WELL) 0.1 $1.7M +8% 24k 71.60
Illumina (ILMN) 0.1 $1.7M 4.4k 385.24
Hologic (HOLX) 0.1 $1.7M 23k 74.58
Oracle Corporation (ORCL) 0.1 $1.7M -7% 24k 70.15
Vanguard Large-Cap ETF Large Cap Etf (VV) 0.1 $1.7M 9.0k 185.21
Tyler Technologies (TYL) 0.1 $1.6M +12% 3.9k 419.02
VanEck Vectors Morningstar Wide Moat ETF Morningstar Wide (MOAT) 0.1 $1.6M -3% 22k 71.41
Novartis Sponsored Adr (NVS) 0.1 $1.5M -3% 18k 87.43
Teradyne (TER) 0.1 $1.5M -9% 12k 125.09
iShares Russell Midcap ETF Rus Mid Cap Etf (IWR) 0.1 $1.5M 21k 73.91
Ss&c Technologies Holding (SSNC) 0.1 $1.5M -9% 21k 69.83
Seagate Technology SHS 0.1 $1.5M -9% 19k 76.74
Dentsply Sirona (XRAY) 0.1 $1.5M 23k 63.78
Honeywell International (HON) 0.1 $1.4M 6.5k 216.98
iShares Russell 2000 Growth ETF Rus 2000 Grw Etf (IWO) 0.1 $1.4M 4.5k 300.66
Facebook, Inc. Class A Cl A (FB) 0.1 $1.4M +4% 4.3k 313.41
Kimberly-Clark Corporation (KMB) 0.1 $1.3M 9.5k 138.98
iShares S&P 500 Growth ETF S&p 500 Grwt Etf (IVW) 0.1 $1.3M 20k 65.09
Vanguard Real Estate ETF Real Estate Etf (VNQ) 0.1 $1.3M +2% 14k 91.82
WisdomTree Emerging Markets SmallCap Dividend ETF Emg Mkts Smcap (DGS) 0.1 $1.2M 24k 51.26
Kellogg Company (K) 0.1 $1.2M -6% 19k 63.53
Accenture Plc Class A Shs Class A (ACN) 0.1 $1.2M 4.3k 276.12
Vanguard Mid-Cap ETF Mid Cap Etf (VO) 0.1 $1.2M 5.3k 221.32
Crispr Therapeutics Namen Akt (CRSP) 0.1 $1.2M -7% 9.6k 121.78
Berkshire Hathaway Inc. Class A Cl A (BRK.A) 0.1 $1.2M 3.00 385666.67
stock (SPLK) 0.1 $1.2M +12% 8.5k 135.38
UnitedHealth (UNH) 0.1 $1.1M +7% 3.0k 371.76
JPMorgan Ultra-Short Muni Income ETF Ultra Sht Muncpl (JMST) 0.1 $1.1M NEW 25k 44.97
Kinder Morgan (KMI) 0.1 $1.1M 66k 16.65
Medtronic SHS (MDT) 0.1 $1.1M +5% 9.8k 111.64
Stanley Black & Decker (SWK) 0.1 $1.1M 5.4k 199.60
Northern Trust Corporation (NTRS) 0.1 $1.1M -4% 10k 103.62
International Business Machines (IBM) 0.1 $1.1M -17% 7.9k 134.98
Freeport-McMoRan CL B (FCX) 0.1 $1.1M -29% 25k 42.12
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO) 0.1 $1.0M -8% 2.9k 364.11
Fidelity National Information Services (FIS) 0.1 $1.0M -8% 7.1k 146.25
Teladoc (TDOC) 0.1 $985k -8% 5.4k 181.73
iShares U.S. Technology ETF U.s. Tech Etf (IYW) 0.1 $982k 11k 87.68
Wal-Mart Stores (WMT) 0.1 $946k 6.6k 144.01
iShares Gold Trust Ishares 0.1 $919k -17% 47k 19.74
Starwood Property Trust (STWD) 0.1 $918k -6% 37k 24.84
Skyworks Solutions (SWKS) 0.1 $904k 4.9k 183.37
Steris Shs Usd (STE) 0.1 $900k 4.7k 190.48
Emerson Electric (EMR) 0.1 $875k +3% 9.7k 90.15
VanEck Vectors Morningstar International Moat ETF Morningstar Intl (MOTI) 0.1 $872k 24k 35.75
At&t (T) 0.1 $866k -7% 27k 32.24
Raytheon Technologies Corp (RTX) 0.1 $827k -46% 10k 80.18
Genuine Parts Company (GPC) 0.1 $793k 6.9k 115.50
iShares S&P 500 Value ETF S&p 500 Val Etf (IVE) 0.1 $767k 5.4k 141.12
Intuit (INTU) 0.1 $767k 2.0k 382.73
Microchip Technology (MCHP) 0.1 $752k +2% 4.9k 155.05
Relay Therapeutics (RLAY) 0.1 $730k 21k 34.56
iShares Expanded Tech Sector ETF Expnd Tec Sc Etf (IGM) 0.1 $721k 2.0k 360.50
Baxter International 0.1 $705k 8.4k 84.25
Bank of New York Mellon Corporation (BK) 0.1 $702k 15k 47.29
Boston Scientific Corporation (BSX) 0.1 $692k -29% 18k 39.36
Allstate Corporation (ALL) 0.1 $691k 6.0k 114.78
PNC Financial Services (PNC) 0.1 $675k 3.9k 175.32
Church & Dwight (CHD) 0.1 $673k 7.7k 87.30
Texas Instruments Incorporated (TXN) 0.0 $651k 3.4k 188.81
iShares 1-5 Year Investment Grade Corporate Bond ETF Ishs 1-5yr Invs (IGSB) 0.0 $647k 12k 54.65
Lincoln National Corporation (LNC) 0.0 $639k 10k 62.20
Starbucks Corporation (SBUX) 0.0 $630k +6% 5.8k 109.11
Applied Materials (AMAT) 0.0 $627k 4.7k 133.40
Avery Dennison Corporation (AVY) 0.0 $626k 3.4k 183.58
Fortive (FTV) 0.0 $611k 8.6k 70.95
Vanguard Intermediate-Term Bond ETF Intermed Term (BIV) 0.0 $599k +21% 6.8k 87.87
L3harris Technologies (LHX) 0.0 $597k 3.0k 202.37
Allegion Ord Shs (ALLE) 0.0 $593k 4.7k 125.42
Ingersoll Rand (IR) 0.0 $588k 12k 49.19
Fiserv (FISV) 0.0 $584k 4.9k 118.84
Align Technology (ALGN) 0.0 $580k +3% 1.1k 541.04
Vanguard Small-Cap ETF Small Cp Etf (VB) 0.0 $565k +2% 2.7k 207.87
Mastercard Incorporated Class A Cl A (MA) 0.0 $533k +2% 1.5k 361.60
Jacobs Engineering (J) 0.0 $532k 4.1k 129.03
Guidewire Software (GWRE) 0.0 $530k +4% 5.2k 101.47
Constellation Brands, Inc. Class A Cl A (STZ) 0.0 $519k +10% 2.3k 227.93
United Parcel Service, Inc. Class B CL B (UPS) 0.0 $509k 3.0k 169.78
Eversource Energy (ES) 0.0 $506k 5.8k 86.54
SPDR S&P Dividend ETF S&p Divid Etf (SDY) 0.0 $503k -9% 4.3k 118.02
Estee Lauder Companies Inc. Class A Cl A (EL) 0.0 $494k -11% 1.7k 290.42
iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA) 0.0 $490k -4% 6.8k 72.01
Vanguard High Dividend Yield Index ETF High Div Yld (VYM) 0.0 $488k +24% 6.0k 81.25
Wec Energy Group (WEC) 0.0 $487k 5.2k 93.42
ConocoPhillips (COP) 0.0 $471k -7% 8.9k 52.93
SYSCO Corporation (SYY) 0.0 $452k 5.8k 78.61
Dupont De Nemours (DD) 0.0 $443k -15% 5.8k 76.78
Deere & Company (DE) 0.0 $439k 1.2k 373.62
Dow (DOW) 0.0 $432k -8% 6.7k 64.26
Dover Corporation (DOV) 0.0 $430k 3.1k 136.90
Roche Holding (RHHBY) 0.0 $404k +10% 10k 39.67
U.S. Bancorp Com New (USB) 0.0 $404k +6% 7.3k 55.24
NVIDIA Corporation (NVDA) 0.0 $403k +8% 759.00 530.96
iShares Micro-Cap ETF Micro-cap Etf (IWC) 0.0 $402k 2.7k 146.72
Royal Dutch Shell PLC Sponsored ADR Class A Spon Adr B (RDS.A) 0.0 $399k 10k 39.52
Yum China Holdings (YUMC) 0.0 $398k +3% 6.7k 59.16
TJX Companies (TJX) 0.0 $392k 5.9k 66.93
Lennar Corporation Class A Cl A (LEN) 0.0 $392k 3.9k 101.08
Abb Sponsored Adr (ABB) 0.0 $390k 13k 30.47
Charter Communications, Inc. Class A Cl A (CHTR) 0.0 $381k 618.00 616.50
GATX Corporation (GATX) 0.0 $380k -15% 4.1k 92.59
Global Payments (GPN) 0.0 $380k -9% 1.9k 201.06
Unilever Spon Adr New (UL) 0.0 $370k 6.6k 55.81
Vanguard Long-Term Bond ETF Long Term Bond (BLV) 0.0 $354k NEW 3.8k 93.28
Vanguard Intermediate-Term Corporate Bond ETF Int-term Corp (VCIT) 0.0 $351k 3.8k 92.88
Fastenal Company (FAST) 0.0 $349k 7.0k 50.22
Envista Hldgs Corp (NVST) 0.0 $347k 8.5k 40.76
Primis Financial Corp (FRST) 0.0 $332k NEW 23k 14.50
Johnson Controls International Plc equity (JCI) 0.0 $317k -5% 5.0k 63.41
Blackstone Group Inc. Class A Com Cl A (BX) 0.0 $309k 4.1k 74.53
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF) 0.0 $309k 1.3k 242.92
Coherent (COHR) 0.0 $303k NEW 1.2k 252.08
Travelers Companies (TRV) 0.0 $300k 2.0k 150.00
Trade Desk, Inc. Class A Com Cl A (TTD) 0.0 $293k -5% 450.00 651.11
SPDR Bloomberg Barclays Convertible Securities ETF Blmbrg Brc Convrt (CWB) 0.0 $292k 3.5k 83.19
Otis Worldwide Corp (OTIS) 0.0 $292k 4.3k 68.26
Cognizant Technology Solutions Corporation Class A Cl A (CTSH) 0.0 $285k -4% 3.5k 81.48
Cdk Global Inc equities (CDK) 0.0 $269k 5.0k 53.95
First Solar (FSLR) 0.0 $260k 3.0k 87.19
iShares Core MSCI Emerging Markets ETF Core Msci Emkt (IEMG) 0.0 $256k 4.0k 64.16
CrowdStrike Holdings, Inc. Class A Cl A (CRWD) 0.0 $252k 1.4k 182.21
UGI Corporation (UGI) 0.0 $246k 6.0k 41.00
Waters Corporation (WAT) 0.0 $238k 840.00 283.33
Kansas City Southern Com New (KSU) 0.0 $237k NEW 898.00 263.92
GlaxoSmithKline Sponsored Adr (GSK) 0.0 $237k -27% 5.6k 42.09
State Street Corporation (STT) 0.0 $233k 2.8k 83.96
Walgreen Boots Alliance (WBA) 0.0 $233k NEW 4.3k 54.82
Science App Int'l (SAIC) 0.0 $228k 2.7k 83.36
General Electric Company (GE) 0.0 $224k 17k 13.07
Zimmer Holdings (ZBH) 0.0 $223k -3% 1.3k 169.20
Cigna Corp (CI) 0.0 $216k NEW 896.00 241.07
Eaton Corp SHS (ETN) 0.0 $215k NEW 1.6k 138.09
PIMCO 1-5 Year US TIPS Index ETF 1-5 Us Tip Idx (STPZ) 0.0 $214k 3.9k 54.66
New York Times Company Class A Cl A (NYT) 0.0 $212k 4.2k 50.48
Wells Fargo & Company (WFC) 0.0 $211k NEW 5.4k 38.95
Sprott Physical Gold and Silver Trust Tr Unit (CEF) 0.0 $209k 12k 17.34
iShares Core S&P Total U.S. Stock Market ETF Core S&p Ttl Stk (ITOT) 0.0 $206k NEW 2.3k 91.56
Industrial Select Sector SPDR ETF Sbi Int-inds (XLI) 0.0 $200k NEW 2.0k 99.75
Antero Midstream Corp antero midstream (AM) 0.0 $135k 15k 9.00
Globalstar (GSAT) 0.0 $13k 10k 1.30
Athersys (ATHX) 0.0 $0 NEW 44k 0.00

Past Filings by Boston Family Office

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