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 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

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