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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, V, ANSS, and represent 17.22% of Boston Family Office's stock portfolio.
Added to shares of these 10 stocks: IBTG, BIV, NEE, DIS, IBTF, CVX, VOO, BND, SPY, VRP.
Started 13 new stock positions in VLTO, CWT, MRNA, IBTG, WAT, VCIT, D, SPLV, WFC, CP. TSM, NXPI, NYT.
Reduced shares in these 10 stocks: SEDG, JPST, Ishares Ibonds Dec 2023 Term T, MSFT, AAPL, ADBE, LECO, ILMN, CVS, BSV.
Sold out of its positions in Hitchiner MFG, Ishares Ibonds Dec 2023 Term T, SLB, XLE, TTD, VDE.
Boston Family Office was a net seller of stock by $-19M.
Boston Family Office has $1.3B in assets under management (AUM), dropping by 9.01%.
Central Index Key (CIK): 0001039807

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Portfolio Holdings for Boston Family Office

Boston Family Office holds 260 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	4.9	$65M	-2%	336k	192.53	View chart
Microsoft Corporation (MSFT)	3.9	$52M	-4%	139k	376.04	View chart
Amazon (AMZN)	3.0	$40M		263k	151.94	View chart
Visa Inc. Class A Com Cl A (V)	2.8	$37M		142k	260.35	View chart
Ansys (ANSS)	2.7	$35M		97k	362.88	View chart
SPDR S&P 500 ETF Trust Tr Unit (SPY)	2.6	$35M	+2%	74k	475.31	View chart
Union Pacific Corporation (UNP)	2.5	$33M		135k	245.62	View chart
Iqvia Holdings (IQV)	2.4	$32M		140k	231.38	View chart
Alphabet Inc. Class C Cap Stk Cl C (GOOG)	2.3	$30M	-2%	216k	140.93	View chart
American Tower Reit (AMT)	2.1	$28M		130k	215.88	View chart
Rockwell Automation (ROK)	1.9	$26M		84k	310.48	View chart
salesforce (CRM)	1.8	$24M		91k	263.14	View chart
Aptar (ATR)	1.7	$23M	-2%	187k	123.62	View chart
Air Products & Chemicals (APD)	1.7	$23M		84k	273.80	View chart
Zebra Technologies Corporation Class A Cl A (ZBRA)	1.7	$22M		82k	273.33	View chart
Berkshire Hathaway Inc. Class B Cl B New (BRK.B)	1.7	$22M		62k	356.66	View chart
S&p Global (SPGI)	1.7	$22M		50k	440.52	View chart
Roper Industries (ROP)	1.6	$22M	-2%	40k	545.18	View chart
Marsh & McLennan Companies (MMC)	1.6	$22M		115k	189.47	View chart
Adobe Systems Incorporated (ADBE)	1.6	$21M	-6%	35k	596.60	View chart
Ecolab (ECL)	1.5	$20M	-2%	103k	198.35	View chart
Thermo Fisher Scientific (TMO)	1.5	$20M		38k	530.79	View chart
Stryker Corporation (SYK)	1.4	$19M		62k	299.46	View chart
NIKE, Inc. Class B CL B (NKE)	1.3	$18M		162k	108.57	View chart
Automatic Data Processing (ADP)	1.3	$17M		74k	232.97	View chart
Chevron Corporation (CVX)	1.2	$17M	+8%	111k	149.16	View chart
Servicenow (NOW)	1.2	$16M		23k	706.47	View chart
Nextera Energy (NEE)	1.1	$15M	+11%	251k	60.74	View chart
IDEXX Laboratories (IDXX)	1.1	$15M		27k	555.07	View chart
Johnson & Johnson (JNJ)	1.1	$14M		91k	156.74	View chart
Abbvie (ABBV)	0.9	$12M		79k	154.97	View chart
Teradyne (TER)	0.9	$11M	-5%	104k	108.52	View chart
Nestle SA Reg Shs. Ser. B Spons (NSRGY)	0.8	$11M	-7%	95k	115.64	View chart
CVS Caremark Corporation (CVS)	0.8	$11M	-8%	133k	78.96	View chart
Pepsi (PEP)	0.8	$10M	+3%	61k	169.84	View chart
McCormick & Company Com Non Vtg (MKC)	0.8	$10M	+2%	149k	68.42	View chart
Procter & Gamble Company (PG)	0.8	$10M		69k	146.54	View chart
McDonald's Corporation (MCD)	0.7	$9.9M		33k	296.51	View chart
Abbott Laboratories (ABT)	0.7	$9.9M		90k	110.07	View chart
Xylem (XYL)	0.7	$9.4M		82k	114.36	View chart
Costco Wholesale Corporation (COST)	0.7	$9.0M	-4%	14k	660.08	View chart
Danaher Corporation (DHR)	0.7	$8.8M		38k	231.34	View chart
Eaton Corp SHS (ETN)	0.7	$8.8M	+2%	36k	240.82	View chart
Lincoln Electric Holdings (LECO)	0.7	$8.7M	-12%	40k	217.47	View chart
Sherwin-Williams Company (SHW)	0.7	$8.7M	-7%	28k	311.91	View chart
SPDR S&P Midcap 400 ETF Trust Utser1 S&pdcrp (MDY)	0.6	$8.5M		17k	507.41	View chart
Vanguard Short-Term Corporate Bond ETF Shrt Trm Corp Bd (VCSH)	0.6	$8.5M		110k	77.37	View chart
JPMorgan Chase & Co. (JPM)	0.6	$8.3M	-2%	49k	170.10	View chart
Vanguard Dividend Appreciation ETF Div App Etf (VIG)	0.6	$8.2M	+3%	48k	170.39	View chart
TE Connectivity SHS (TEL)	0.6	$8.1M	-8%	57k	140.50	View chart
Palo Alto Networks (PANW)	0.6	$8.0M	-4%	27k	294.87	View chart
Alphabet Inc. Class A Cap Stk Cl A (GOOGL)	0.6	$8.0M		57k	139.69	View chart
JPMorgan Ultra-Short Income ETF Ultra Shrt Inc (JPST)	0.6	$7.9M	-25%	158k	50.23	View chart
Home Depot (HD)	0.6	$7.9M	-2%	23k	346.54	View chart
Vanguard Short-Term Bond ETF Short Trm Bond (BSV)	0.6	$7.9M	-10%	102k	77.02	View chart
Invesco Variable Rate Preferred ETF Var Rate Pfd (VRP)	0.6	$7.8M	+8%	340k	23.08	View chart
Vanguard Extended Market ETF Extend Mkt Etf (VXF)	0.6	$7.8M	-2%	48k	164.42	View chart
EOG Resources (EOG)	0.6	$7.6M	+5%	63k	120.95	View chart
Walt Disney Company (DIS)	0.6	$7.6M	+25%	84k	90.29	View chart
Vanguard Short-Term Inflation-Protected Securities ETF Strm Infproidx (VTIP)	0.6	$7.5M		157k	47.49	View chart
iShares Core S&P Small Cap ETF Core S&p Scp Etf (IJR)	0.6	$7.4M		68k	108.25	View chart
Parker-Hannifin Corporation (PH)	0.5	$6.3M		14k	460.67	View chart
Merck & Co (MRK)	0.4	$5.6M	-2%	52k	109.03	View chart
Vanguard Total Stock Market ETF Total Stk Mkt (VTI)	0.4	$5.2M	-9%	22k	237.24	View chart
Lowe's Companies (LOW)	0.4	$5.1M	-14%	23k	222.57	View chart
Novo Nordisk A/S Sponsored ADR Class B Adr (NVO)	0.4	$5.1M		49k	103.45	View chart
iShares Core S&P 500 ETF Core S&p500 Etf (IVV)	0.4	$5.0M	-4%	11k	477.67	View chart
Analog Devices (ADI)	0.4	$4.8M		24k	198.56	View chart
General Mills (GIS)	0.4	$4.7M		72k	65.14	View chart
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)	0.3	$4.4M	+39%	10k	436.80	View chart
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH)	0.3	$4.2M	+10%	73k	58.33	View chart
LKQ Corporation (LKQ)	0.3	$4.1M	-17%	86k	47.79	View chart
Hubbell (HUBB)	0.3	$4.0M		12k	328.92	View chart
Invesco QQQ Trust Unit Ser 1 (QQQ)	0.3	$3.8M	-4%	9.4k	409.50	View chart
RPM International (RPM)	0.3	$3.7M		33k	111.64	View chart
Eli Lilly & Co. (LLY)	0.3	$3.5M	-4%	5.9k	582.98	View chart
Comcast Corporation Class A Cl A (CMCSA)	0.3	$3.4M		79k	43.85	View chart
Dollar Tree (DLTR)	0.2	$3.3M	-5%	23k	142.04	View chart
Clorox Company (CLX)	0.2	$3.3M	+2%	23k	142.61	View chart
Waste Management (WM)	0.2	$3.3M		18k	179.09	View chart
Verizon Communications (VZ)	0.2	$3.3M	-6%	86k	37.70	View chart
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH)	0.2	$3.1M	+2%	11k	277.11	View chart
Illinois Tool Works (ITW)	0.2	$3.1M		12k	261.95	View chart
Norfolk Southern (NSC)	0.2	$3.0M		13k	236.37	View chart
Exxon Mobil Corporation (XOM)	0.2	$3.0M		30k	99.98	View chart
Vanguard FTSE Developed Markets ETF Ftse Dev Mkt Etf (VEA)	0.2	$3.0M		62k	47.91	View chart
Trane Technologies SHS (TT)	0.2	$2.9M		12k	243.89	View chart
FedEx Corporation (FDX)	0.2	$2.9M		11k	252.93	View chart
Qualcomm (QCOM)	0.2	$2.9M		20k	144.62	View chart
VanEck Morningstar Wide Moat ETF Morningstar Wide (MOAT)	0.2	$2.9M	+16%	34k	84.88	View chart
Coca-Cola Company (KO)	0.2	$2.8M		48k	58.93	View chart
iShares TR Ibonds 24 Ibonds 24 Trm Ts (IBTE)	0.2	$2.6M	+23%	110k	23.86	View chart
American Express Company (AXP)	0.2	$2.5M		14k	187.33	View chart
Becton, Dickinson and (BDX)	0.2	$2.5M		10k	243.86	View chart
Amgen (AMGN)	0.2	$2.5M		8.5k	287.96	View chart
Vanguard Intermediate-Term Bond ETF Intermed Term (BIV)	0.2	$2.4M	+215%	32k	76.40	View chart
Welltower Inc Com reit (WELL)	0.2	$2.4M	-3%	27k	90.15	View chart
Vanguard Large-Cap ETF Large Cap Etf (VV)	0.2	$2.4M		11k	218.14	View chart
Vanguard FTSE All-World ex-US ETF Allwrld Ex Us (VEU)	0.2	$2.4M	+6%	42k	56.14	View chart
Medtronic SHS (MDT)	0.2	$2.3M	+18%	29k	82.37	View chart
Solaredge Technologies (SEDG)	0.2	$2.3M	-56%	25k	93.60	View chart
NVIDIA Corporation (NVDA)	0.2	$2.3M	-3%	4.7k	495.31	View chart
Mondelez International, Inc. Class A Cl A (MDLZ)	0.2	$2.3M	-9%	32k	72.43	View chart
Vanguard Total International Stock ETF Vg Tl Intl Stk F (VXUS)	0.2	$2.2M		39k	57.97	View chart
iShares TR Ibonds 25 Ibonds 25 Trm Ts (IBTF)	0.2	$2.2M	+177%	96k	23.28	View chart
Intel Corporation (INTC)	0.2	$2.2M	-5%	43k	50.26	View chart
iShares Floating Rate Bond ETF Fltg Rate Nt Etf (FLOT)	0.2	$2.2M	-5%	43k	50.63	View chart
C.H. Robinson Worldwide Com New (CHRW)	0.2	$2.1M		25k	86.39	View chart
TJX Companies (TJX)	0.2	$2.1M	+3%	23k	93.82	View chart
Oracle Corporation (ORCL)	0.2	$2.1M	-3%	20k	105.42	View chart
Synopsys (SNPS)	0.2	$2.1M	-6%	4.0k	514.89	View chart
Target Corporation (TGT)	0.2	$2.1M	-12%	15k	142.41	View chart
UnitedHealth (UNH)	0.2	$2.0M	+4%	3.9k	526.53	View chart
Pfizer (PFE)	0.1	$2.0M		69k	28.79	View chart
Neogen Corporation (NEOG)	0.1	$2.0M	-4%	98k	20.11	View chart
iShares Treasury Floating Rate Bond ETF TRS FLT RT BD (TFLO)	0.1	$1.9M	-29%	39k	50.46	View chart
iShares S&P 500 Growth ETF S&p 500 Grwt Etf (IVW)	0.1	$1.9M		25k	75.11	View chart
Diageo Spon Adr New (DEO)	0.1	$1.9M	+2%	13k	145.69	View chart
iShares Russell Midcap ETF Rus Mid Cap Etf (IWR)	0.1	$1.9M	-21%	24k	77.73	View chart
AFLAC Incorporated (AFL)	0.1	$1.8M		22k	82.52	View chart
iShares TR Ibonds 26 Ibonds 26 Trm Ts (IBTG)	0.1	$1.7M	NEW	74k	22.85	View chart
Tyler Technologies (TYL)	0.1	$1.6M	+6%	3.9k	418.09	View chart
Berkshire Hathaway Inc. Class A Cl A (BRK.A)	0.1	$1.6M		3.00	542666.67	View chart
Vanguard Total Bond Market ETF Total Bnd Mrkt (BND)	0.1	$1.6M	+111%	22k	73.55	View chart
Vanguard Real Estate ETF Real Estate Etf (VNQ)	0.1	$1.6M		18k	88.35	View chart
Seagate Technology Holdings SHS (STX)	0.1	$1.5M	-10%	17k	85.35	View chart
Caterpillar (CAT)	0.1	$1.4M		4.9k	295.64	View chart
Accenture Plc Class A Shs Class A (ACN)	0.1	$1.4M	+4%	4.1k	350.85	View chart
Vanguard Mid-Cap ETF Mid Cap Etf (VO)	0.1	$1.4M		6.1k	232.57	View chart
Weyerhaeuser Company Com New (WY)	0.1	$1.4M		41k	34.76	View chart
Hologic (HOLX)	0.1	$1.4M		20k	71.44	View chart
Gilead Sciences (GILD)	0.1	$1.4M		17k	81.03	View chart
Cisco Systems (CSCO)	0.1	$1.4M	-4%	27k	50.54	View chart
Bristol Myers Squibb (BMY)	0.1	$1.4M	-9%	27k	51.29	View chart
3M Company (MMM)	0.1	$1.3M	-5%	12k	109.31	View chart
Novartis Sponsored Adr (NVS)	0.1	$1.3M		13k	100.96	View chart
Honeywell International (HON)	0.1	$1.3M		6.1k	209.78	View chart
iShares Russell 2000 ETF Russell 2000 Etf (IWM)	0.1	$1.3M	+4%	6.4k	200.72	View chart
Philip Morris International (PM)	0.1	$1.2M	-2%	13k	94.09	View chart
iShares U.S. Technology ETF U.s. Tech Etf (IYW)	0.1	$1.2M		10k	122.77	View chart
WisdomTree Emerging Markets SmallCap Dividend Fund Emg Mkts Smcap (DGS)	0.1	$1.2M		24k	49.93	View chart
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO)	0.1	$1.2M	-2%	30k	41.09	View chart
Corning Incorporated (GLW)	0.1	$1.2M		40k	30.45	View chart
Starwood Property Trust (STWD)	0.1	$1.2M		57k	21.01	View chart
iShares Russell 2000 Growth ETF Rus 2000 Grw Etf (IWO)	0.1	$1.2M	+4%	4.6k	252.28	View chart
Wal-Mart Stores (WMT)	0.1	$1.1M		7.1k	157.63	View chart
ConocoPhillips (COP)	0.1	$1.1M		9.2k	116.06	View chart
Intuit (INTU)	0.1	$1.0M	-2%	1.6k	625.23	View chart
Steris Shs Usd (STE)	0.1	$1.0M		4.6k	219.92	View chart
Amphenol Corporation Cl A (APH)	0.1	$1.0M	-4%	10k	99.14	View chart
iShares S&P Mid-Cap 400 Value ETF S&p Mc 400vl Etf (IJJ)	0.1	$990k	-24%	8.7k	114.03	View chart
iShares S&P 500 Value ETF S&p 500 Val Etf (IVE)	0.1	$979k		5.6k	173.83	View chart
Kimberly-Clark Corporation (KMB)	0.1	$946k		7.8k	121.55	View chart
Diamondback Energy (FANG)	0.1	$930k		6.0k	155.00	View chart
Emerson Electric (EMR)	0.1	$922k	+3%	9.5k	97.35	View chart
iShares Expanded Tech Sector ETF Expnd Tec Sc Etf (IGM)	0.1	$915k	-2%	2.0k	448.31	View chart
Kellogg Company (K)	0.1	$905k		16k	55.89	View chart
Ingersoll Rand (IR)	0.1	$878k		11k	77.32	View chart
Generac Holdings (GNRC)	0.1	$837k	-18%	6.5k	129.19	View chart
Starbucks Corporation (SBUX)	0.1	$823k		8.6k	95.99	View chart
Wolfspeed (WOLF)	0.1	$789k		18k	43.52	View chart
Microchip Technology (MCHP)	0.1	$785k		8.7k	90.22	View chart
Applied Materials (AMAT)	0.1	$745k		4.6k	162.10	View chart
GATX Corporation (GATX)	0.1	$721k	+16%	6.0k	120.23	View chart
Bank of New York Mellon Corporation (BK)	0.1	$720k		14k	52.06	View chart
Vanguard Intermediate-Term Treasury ETF Inter Term Treas (VGIT)	0.1	$718k	-21%	12k	59.30	View chart
United Parcel Service, Inc. Class B CL B (UPS)	0.1	$706k	-23%	4.5k	157.13	View chart
Mastercard Incorporated Class A Cl A (MA)	0.1	$704k		1.7k	426.67	View chart
Raytheon Technologies Corp (RTX)	0.1	$696k		8.3k	84.13	View chart
Cheniere Energy Com New (LNG)	0.1	$670k		3.9k	170.70	View chart
American Water Works (AWK)	0.1	$667k	+24%	5.1k	131.97	View chart
Illumina (ILMN)	0.1	$666k	-60%	4.8k	139.33	View chart
Altria (MO)	0.0	$629k	-4%	16k	40.36	View chart
Avery Dennison Corporation (AVY)	0.0	$606k		3.0k	202.00	View chart
Crispr Therapeutics Namen Akt (CRSP)	0.0	$598k		9.6k	62.62	View chart
Meta Platforms Cl A (META)	0.0	$593k		1.7k	353.82	View chart
Cambridge Ban (CATC)	0.0	$590k	-4%	8.5k	69.43	View chart
Lennar Corporation Class A Cl A (LEN)	0.0	$578k		3.9k	149.05	View chart
Fiserv (FI)	0.0	$561k		4.2k	132.78	View chart
Shell Spon Ads (SHEL)	0.0	$559k		8.5k	65.75	View chart
Skyworks Solutions (SWKS)	0.0	$554k		4.9k	112.37	View chart
Allegion Ord Shs (ALLE)	0.0	$551k		4.3k	126.78	View chart
iShares S&P Small-Cap 600 Value ETF Sp Smcp600vl Etf (IJS)	0.0	$542k	-10%	5.3k	103.10	View chart
PNC Financial Services (PNC)	0.0	$542k		3.5k	154.86	View chart
Texas Instruments Incorporated (TXN)	0.0	$539k	+12%	3.2k	170.52	View chart
Vanguard High Dividend Yield Index ETF High Div Yld (VYM)	0.0	$539k		4.8k	111.59	View chart
JPMorgan Ultra-Short Municipal Income ETF Ultra Sht Muncpl (JMST)	0.0	$532k	-48%	11k	50.78	View chart
Middleby Corporation (MIDD)	0.0	$528k		3.6k	147.28	View chart
Colgate-Palmolive Company (CL)	0.0	$524k	-2%	6.6k	79.70	View chart
Boston Scientific Corporation (BSX)	0.0	$523k		9.0k	57.83	View chart
Church & Dwight (CHD)	0.0	$502k	-4%	5.3k	94.59	View chart
International Business Machines (IBM)	0.0	$497k	-13%	3.0k	163.49	View chart
Abb Sponsored Adr (ABBNY)	0.0	$492k	-2%	11k	44.33	View chart
Kinder Morgan (KMI)	0.0	$485k	+18%	28k	17.64	View chart
Dover Corporation (DOV)	0.0	$483k		3.1k	153.77	View chart
Veralto Corp-W/I Com Shs (VLTO)	0.0	$482k	NEW	5.9k	82.20	View chart
Estee Lauder Companies Inc. Class A Cl A (EL)	0.0	$481k		3.3k	146.11	View chart
iShares 1-5 Year Investment Grade Corporate Bond ETF Ishs 1-5yr Invs (IGSB)	0.0	$479k		9.3k	51.32	View chart
stock	0.0	$474k		3.1k	152.41	View chart
Nextnav Common Stock (NN)	0.0	$445k		100k	4.45	View chart
Fastenal Company (FAST)	0.0	$444k		6.9k	64.82	View chart
Wec Energy Group (WEC)	0.0	$442k		5.3k	84.17	View chart
H&R Block	0.0	$435k		9.0k	48.33	View chart
SPDR S&P Dividend ETF S&p Divid Etf (SDY)	0.0	$431k		3.4k	125.00	View chart
Vanguard Long-Term Bond ETF Long Term Bond (BLV)	0.0	$427k		5.7k	74.56	View chart
SYSCO Corporation (SYY)	0.0	$425k		5.8k	73.12	View chart
Flextronics Int'l Ord (FLEX)	0.0	$418k		14k	30.47	View chart
Northern Trust Corporation (NTRS)	0.0	$417k	-16%	4.9k	84.29	View chart
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)	0.0	$401k		1.3k	303.33	View chart
iShares Gold Trust Ishares New (IAU)	0.0	$362k	-13%	9.3k	39.03	View chart
Blackstone Group Inc. Class A Com Cl A (BX)	0.0	$358k		2.7k	131.04	View chart
CrowdStrike Holdings, Inc. Class A Cl A (CRWD)	0.0	$353k		1.4k	255.24	View chart
Linde SHS (LIN)	0.0	$351k		855.00	410.53	View chart
Zimmer Holdings (ZBH)	0.0	$349k	+4%	2.9k	121.81	View chart
Science App Int'l (SAIC)	0.0	$340k		2.7k	124.31	View chart
Deere & Company (DE)	0.0	$330k	-5%	825.00	400.00	View chart
VanEck Morningstar International Moat ETF Morningstar Intl (MOTI)	0.0	$327k	-23%	11k	31.19	View chart
Baxter International	0.0	$324k		8.4k	38.72	View chart
At&t (T)	0.0	$315k	-28%	19k	16.77	View chart
Fortive (FTV)	0.0	$314k		4.3k	73.66	View chart
iShares Short-Term National Muni Bond ETF Shrt Nat Mun Etf (SUB)	0.0	$306k		2.9k	105.44	View chart
Duolingo, Inc. Class A Cl A Com (DUOL)	0.0	$303k		1.3k	226.80	View chart
Alcon Ord Shs (ALC)	0.0	$302k		3.9k	78.24	View chart
U.S. Bancorp Com New (USB)	0.0	$295k	+7%	6.8k	43.28	View chart
Johnson Controls International Plc equity (JCI)	0.0	$288k		5.0k	57.61	View chart
Yum China Holdings (YUMC)	0.0	$282k	+11%	6.6k	42.45	View chart
iShares Micro-Cap ETF Micro-cap Etf (IWC)	0.0	$280k		2.4k	116.04	View chart
Copart (CPRT)	0.0	$268k	-3%	5.5k	49.05	View chart
Waters Corporation (WAT)	0.0	$262k	NEW	795.00	329.56	View chart
Invesco S&P 500 Low Volatility ETF S&p500 Low Vol (SPLV)	0.0	$257k	NEW	4.1k	62.55	View chart
VanEck Vectors Short Muni ETF Vaneck Shrt Muni (SMB)	0.0	$257k		15k	17.06	View chart
SPDR Bloomberg Barclays Convertible Securities ETF Blmbrg Brc Convrt (CWB)	0.0	$253k		3.5k	72.08	View chart
Unilever Spon Adr New (UL)	0.0	$244k		5.0k	48.41	View chart
iShares Core S&P Total U.S. Stock Market ETF Core S&p Ttl Stk (ITOT)	0.0	$237k		2.3k	105.33	View chart
Cognizant Technology Solutions Corporation Class A Cl A (CTSH)	0.0	$236k		3.1k	75.64	View chart
Paypal Holdings (PYPL)	0.0	$236k		3.8k	61.43	View chart
iShares MSCI Emerging Markets ETF Msci Emg Mkt Etf (EEM)	0.0	$234k		5.8k	40.21	View chart
Sprott Physical Gold and Silver Trust Tr Unit (CEF)	0.0	$231k		12k	19.16	View chart
Wells Fargo & Company (WFC)	0.0	$231k	NEW	4.7k	49.17	View chart
General Electric Company Com New (GE)	0.0	$231k		1.8k	127.48	View chart
Ferrari Nv Ord (RACE)	0.0	$223k	-8%	660.00	337.88	View chart
Trimble Navigation (TRMB)	0.0	$217k		4.1k	53.25	View chart
Dow (DOW)	0.0	$215k		3.9k	54.90	View chart
Nxp Semiconductors N V (NXPI)	0.0	$214k	NEW	930.00	230.11	View chart
Globalstar (GSAT)	0.0	$213k		110k	1.94	View chart
Constellation Brands, Inc. Class A Cl A (STZ)	0.0	$212k	-13%	877.00	241.73	View chart
Taiwan Semiconductor MFG. Sponsored Ads (TSM)	0.0	$208k	NEW	2.0k	104.00	View chart
New York Times Company Class A Cl A (NYT)	0.0	$206k	NEW	4.2k	49.05	View chart
Canadian Pacific Kansas City (CP)	0.0	$205k	NEW	2.6k	79.21	View chart
Stanley Black & Decker (SWK)	0.0	$204k	-26%	2.1k	97.94	View chart
Vanguard Intermediate-Term Corporate Bond ETF Int-term Corp (VCIT)	0.0	$204k	NEW	2.5k	81.11	View chart
Dominion Resources (D)	0.0	$203k	NEW	4.3k	47.03	View chart
Moderna (MRNA)	0.0	$201k	NEW	2.0k	99.31	View chart
California Water Service (CWT)	0.0	$200k	NEW	3.9k	51.75	View chart
Primis Financial Corp (FRST)	0.0	$193k	-12%	15k	12.68	View chart
Antero Midstream Corp antero midstream (AM)	0.0	$188k		15k	12.53	View chart
Relay Therapeutics (RLAY)	0.0	$136k		12k	10.97	View chart
Cyteir Therapeutics	0.0	$74k		24k	3.06	View chart
Ginkgo Bioworks Cl A Shs (DNA)	0.0	$38k	-93%	23k	1.69	View chart
Viewray (VRAYQ)	0.0	$0		10k	0.00	View chart

Past Filings by Boston Family Office

SEC 13F filings are viewable for Boston Family Office going back to 2011

Boston Family Office 2023 Q4 filed Feb. 12, 2024
Boston Family Office 2023 Q3 filed Nov. 13, 2023
Boston Family Office 2023 Q2 filed Aug. 14, 2023
Boston Family Office 2023 Q1 filed May 10, 2023
Boston Family Office 2022 Q4 filed Feb. 7, 2023
Boston Family Office 2022 Q3 filed Nov. 8, 2022
Boston Family Office 2022 Q2 filed Aug. 11, 2022
Boston Family Office 2022 Q1 filed May 11, 2022
Boston Family Office 2021 Q4 filed Feb. 14, 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

View all past filings

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