Boston Family Office
Latest statistics and disclosures from Boston Family Office's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, AMZN, MMC, MSFT, ANSS, and represent 17.17% of Boston Family Office's stock portfolio.
- Added to shares of these 10 stocks: CRM, ADBE, RTX, VEA, ECL, BDX, GLNG, V, JPM, TYL.
- Started 18 new stock positions in BX, NEM, LEN, OTIS, CDK, ALGN, CATC, RTX, UGI, AM. TYL, ABB, LHX, CTSH, TTD, IWF, TROW, EL.
- Reduced shares in these 10 stocks: SSNC, GILD, Raytheon Company, MIDD, VXUS, BA, MMC, United Technologies Corporation, WAB, WY.
- Sold out of its positions in BA, BXP, MIC, Raytheon Company, TECK, United Technologies Corporation, VFH, YUM, CB, INTEQ.
- Boston Family Office was a net seller of stock by $-1.1M.
- Boston Family Office has $1.0B in assets under management (AUM), growing by 21.50%.
Portfolio Holdings for Boston Family Office
Companies in the Boston Family Office portfolio as of the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.6 | $48M | 131k | 364.80 | ||
| Amazon (AMZN) | 3.4 | $35M | 13k | 2758.81 | ||
| Marsh & McLennan Companies (MMC) | 3.3 | $34M | -2% | 312k | 107.37 | |
| Microsoft Corporation (MSFT) | 3.0 | $31M | 152k | 203.51 | ||
| Ansys (ANSS) | 2.9 | $30M | +2% | 101k | 291.73 | |
| American Tower Reit (AMT) | 2.7 | $28M | 107k | 258.54 | ||
| SPDR S&P 500 Eft (SPY) | 2.3 | $24M | 77k | 308.35 | ||
| Union Pacific Corporation (UNP) | 2.3 | $23M | 138k | 169.07 | ||
| Visa (V) | 2.2 | $23M | +4% | 118k | 193.17 | |
| Ecolab (ECL) | 2.1 | $22M | +5% | 110k | 198.95 | |
| Zebra Technologies (ZBRA) | 1.9 | $19M | 76k | 255.95 | ||
| Nike (NKE) | 1.7 | $17M | 177k | 98.05 | ||
| Iqvia Holdings (IQV) | 1.7 | $17M | 122k | 141.88 | ||
| Rockwell Automation (ROK) | 1.7 | $17M | 81k | 213.00 | ||
| Johnson & Johnson (JNJ) | 1.6 | $16M | 115k | 140.63 | ||
| First Republic Bank/san F (FRC) | 1.6 | $16M | 152k | 105.99 | ||
| Aptar (ATR) | 1.5 | $16M | 140k | 111.98 | ||
| Thermo Fisher Scientific (TMO) | 1.3 | $14M | +2% | 38k | 362.34 | |
| Automatic Data Processing (ADP) | 1.3 | $14M | 91k | 148.89 | ||
| Air Products & Chemicals (APD) | 1.3 | $14M | +2% | 56k | 241.47 | |
| Alphabet Inc Class C cs (GOOG) | 1.3 | $13M | 9.4k | 1413.61 | ||
| McCormick & Company, Incorporated (MKC) | 1.3 | $13M | 74k | 179.41 | ||
| Roper Industries (ROP) | 1.3 | $13M | +6% | 34k | 388.26 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 1.2 | $12M | 110k | 110.44 | ||
| SPDR S&P MidCap 400 Eft (MDY) | 1.2 | $12M | 37k | 324.49 | ||
| Procter & Gamble Company (PG) | 1.1 | $12M | 99k | 119.57 | ||
| Berkshire Hathaway (BRK.B) | 1.1 | $12M | 66k | 178.50 | ||
| Vanguard FTSE Emerging Mkts Eft (VWO) | 1.1 | $12M | 291k | 39.61 | ||
| Nextera Energy (NEE) | 1.1 | $11M | 47k | 240.17 | ||
| General Mills (GIS) | 1.0 | $11M | 175k | 61.65 | ||
| iShares S&P SmallCap 600 Index Eft (IJR) | 1.0 | $11M | -2% | 155k | 68.29 | |
| Stryker Corporation (SYK) | 1.0 | $10M | 57k | 180.18 | ||
| CVS Caremark Corporation (CVS) | 1.0 | $10M | +2% | 155k | 64.97 | |
| Pepsi (PEP) | 1.0 | $9.8M | 74k | 132.26 | ||
| Invesco QQQ Trust Eft (QQQ) | 0.9 | $9.6M | -2% | 39k | 247.60 | |
| Abbott Laboratories (ABT) | 0.9 | $9.5M | 104k | 91.43 | ||
| S&p Global (SPGI) | 0.9 | $9.2M | 28k | 329.47 | ||
| Adobe Systems Incorporated (ADBE) | 0.9 | $9.1M | +33% | 21k | 435.32 | |
| Danaher Corporation (DHR) | 0.9 | $8.8M | -2% | 50k | 176.84 | |
| Te Connectivity Ltd for (TEL) | 0.8 | $8.7M | -4% | 107k | 81.55 | |
| Dollar Tree (DLTR) | 0.8 | $8.7M | 94k | 92.68 | ||
| IDEXX Laboratories (IDXX) | 0.8 | $8.5M | 26k | 330.17 | ||
| salesforce (CRM) | 0.8 | $8.5M | +48% | 45k | 187.33 | |
| Verizon Communications (VZ) | 0.8 | $8.4M | 152k | 55.13 | ||
| Abbvie (ABBV) | 0.7 | $7.2M | 73k | 98.18 | ||
| SPDR S&P Biotech (XBI) | 0.7 | $7.1M | +5% | 63k | 111.95 | |
| Merck & Co (MRK) | 0.7 | $6.9M | 89k | 77.33 | ||
| McDonald's Corporation (MCD) | 0.7 | $6.7M | 36k | 184.48 | ||
| Becton, Dickinson and (BDX) | 0.6 | $6.2M | +21% | 26k | 239.25 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $6.2M | +17% | 66k | 94.06 | |
| Chevron Corporation (CVX) | 0.6 | $6.1M | 68k | 89.23 | ||
| Home Depot (HD) | 0.6 | $5.8M | 23k | 250.49 | ||
| AFLAC Incorporated (AFL) | 0.6 | $5.7M | 159k | 36.03 | ||
| Clorox Company (CLX) | 0.5 | $5.6M | -3% | 25k | 219.36 | |
| Sherwin-Williams Company (SHW) | 0.5 | $5.1M | -2% | 8.8k | 577.79 | |
| Neogen Corporation (NEOG) | 0.5 | $5.0M | +2% | 65k | 77.60 | |
| Intel Corporation (INTC) | 0.5 | $5.0M | 84k | 59.83 | ||
| 3M Company (MMM) | 0.5 | $4.8M | 31k | 155.98 | ||
| Lowe's Companies (LOW) | 0.4 | $4.6M | 34k | 135.11 | ||
| Middleby Corporation (MIDD) | 0.4 | $4.4M | -24% | 56k | 78.93 | |
| Vanguard Total Eft (VTI) | 0.4 | $4.4M | 28k | 156.55 | ||
| RPM International (RPM) | 0.4 | $4.3M | -3% | 57k | 75.05 | |
| iShares MSCI Emerging Markets Eft (EEM) | 0.4 | $4.2M | 105k | 39.99 | ||
| Waste Management (WM) | 0.4 | $4.1M | -2% | 39k | 105.92 | |
| Cisco Systems (CSCO) | 0.4 | $4.0M | 85k | 46.64 | ||
| Xylem (XYL) | 0.4 | $3.8M | -2% | 59k | 64.95 | |
| Comcast Corporation (CMCSA) | 0.4 | $3.7M | -7% | 94k | 38.98 | |
| Dominion Resources (D) | 0.4 | $3.6M | 45k | 81.17 | ||
| Alphabet Inc Class A cs (GOOGL) | 0.4 | $3.6M | +2% | 2.6k | 1417.87 | |
| Lincoln Electric Holdings (LECO) | 0.4 | $3.6M | 43k | 84.23 | ||
| LKQ Corporation (LKQ) | 0.3 | $3.5M | 135k | 26.20 | ||
| Thor Industries (THO) | 0.3 | $3.5M | 33k | 106.54 | ||
| Coca-Cola Company (KO) | 0.3 | $3.4M | 76k | 44.69 | ||
| Solaredge Technologies (SEDG) | 0.3 | $3.4M | -3% | 25k | 138.77 | |
| Stericycle (SRCL) | 0.3 | $3.3M | 58k | 55.98 | ||
| International Flavors & Fragrances (IFF) | 0.3 | $3.2M | +17% | 26k | 122.47 | |
| Norfolk Southern (NSC) | 0.3 | $3.2M | 18k | 175.58 | ||
| Novo Nordisk A/S (NVO) | 0.3 | $3.1M | 47k | 65.48 | ||
| Servicenow (NOW) | 0.3 | $3.0M | +3% | 7.4k | 405.07 | |
| Vanguard FTSE All-World Ex-US Eft (VEU) | 0.3 | $3.0M | 63k | 47.60 | ||
| Exxon Mobil Corporation (XOM) | 0.3 | $3.0M | -3% | 66k | 44.71 | |
| Gilead Sciences (GILD) | 0.3 | $3.0M | -52% | 39k | 76.93 | |
| Parker-Hannifin Corporation (PH) | 0.3 | $2.9M | 16k | 183.29 | ||
| Pfizer (PFE) | 0.3 | $2.8M | -3% | 86k | 32.70 | |
| Golar Lng (GLNG) | 0.3 | $2.8M | +63% | 387k | 7.24 | |
| Walt Disney Company (DIS) | 0.3 | $2.8M | -5% | 25k | 111.50 | |
| Vanguard FTSE Developed Market Eft (VEA) | 0.3 | $2.8M | +75% | 72k | 38.79 | |
| Vanguard Dividend Appreciation Eft (VIG) | 0.3 | $2.8M | +2% | 24k | 117.16 | |
| Philip Morris International (PM) | 0.3 | $2.7M | -4% | 39k | 70.06 | |
| Amgen (AMGN) | 0.2 | $2.5M | -2% | 11k | 235.82 | |
| Vanguard Extended Market Eft (VXF) | 0.2 | $2.5M | +25% | 21k | 118.33 | |
| Ss&c Technologies Holding (SSNC) | 0.2 | $2.5M | -60% | 44k | 56.49 | |
| Bristol Myers Squibb (BMY) | 0.2 | $2.5M | 42k | 58.81 | ||
| Colgate-Palmolive Company (CL) | 0.2 | $2.5M | 34k | 73.25 | ||
| Vanguard Total Intl Stock ETF Eft (VXUS) | 0.2 | $2.4M | -30% | 49k | 49.17 | |
| Mondelez Int (MDLZ) | 0.2 | $2.4M | 47k | 51.13 | ||
| Illinois Tool Works (ITW) | 0.2 | $2.2M | 13k | 174.85 | ||
| Raytheon Technologies Corp (RTX) | 0.2 | $2.1M | NEW | 35k | 61.61 | |
| iShares Core S&P Mid-Cap Eft (IJH) | 0.2 | $2.0M | 11k | 177.82 | ||
| Qualcomm (QCOM) | 0.2 | $2.0M | 22k | 91.21 | ||
| Alcon (ALC) | 0.2 | $1.9M | +9% | 34k | 57.33 | |
| Target Corporation (TGT) | 0.2 | $1.9M | 16k | 119.91 | ||
| Altria (MO) | 0.2 | $1.9M | 49k | 39.25 | ||
| Costco Wholesale Corporation (COST) | 0.2 | $1.9M | -2% | 6.3k | 303.26 | |
| Oracle Corporation (ORCL) | 0.2 | $1.9M | -18% | 34k | 55.28 | |
| EOG Resources (EOG) | 0.2 | $1.8M | -3% | 36k | 50.67 | |
| Weyerhaeuser Company (WY) | 0.2 | $1.8M | -22% | 80k | 22.45 | |
| Analog Devices (ADI) | 0.2 | $1.8M | -19% | 14k | 122.62 | |
| At&t (T) | 0.2 | $1.8M | -14% | 58k | 30.23 | |
| iShares S&P 500 Index Fund Eft (IVV) | 0.2 | $1.7M | -2% | 5.6k | 309.72 | |
| International Business Machines (IBM) | 0.2 | $1.7M | -3% | 14k | 120.79 | |
| Illumina (ILMN) | 0.2 | $1.7M | 4.5k | 370.37 | ||
| Hubbell (HUBB) | 0.2 | $1.6M | 13k | 125.32 | ||
| Novartis (NVS) | 0.2 | $1.6M | 18k | 87.37 | ||
| Eli Lilly & Co. (LLY) | 0.2 | $1.6M | 9.7k | 164.20 | ||
| Diageo (DEO) | 0.2 | $1.6M | -7% | 12k | 134.36 | |
| FedEx Corporation (FDX) | 0.2 | $1.6M | 11k | 140.23 | ||
| American Express Company (AXP) | 0.2 | $1.6M | 16k | 95.17 | ||
| Dentsply Sirona (XRAY) | 0.1 | $1.5M | 35k | 44.05 | ||
| Kimberly-Clark Corporation (KMB) | 0.1 | $1.5M | 11k | 141.31 | ||
| stock (SPLK) | 0.1 | $1.5M | +11% | 7.6k | 198.66 | |
| Kellogg Company (K) | 0.1 | $1.5M | 22k | 66.06 | ||
| Welltower Inc Com reit (WELL) | 0.1 | $1.4M | 27k | 51.76 | ||
| Hologic (HOLX) | 0.1 | $1.4M | -4% | 24k | 57.01 | |
| VanEck Vectors Morningstar Wid Eft (MOAT) | 0.1 | $1.3M | +4% | 25k | 52.25 | |
| Vanguard Large-Cap Eft (VV) | 0.1 | $1.3M | 9.0k | 143.00 | ||
| Trane Technologies (TT) | 0.1 | $1.2M | 14k | 88.97 | ||
| iShares Russell 2000 Index Fun Eft (IWM) | 0.1 | $1.2M | +12% | 8.4k | 143.20 | |
| Teradyne (TER) | 0.1 | $1.2M | -16% | 14k | 84.49 | |
| Kinder Morgan (KMI) | 0.1 | $1.1M | +30% | 75k | 15.17 | |
| Wisdomtree Emerging Mkts Sm Ca Eft (DGS) | 0.1 | $1.1M | 29k | 39.00 | ||
| Corning Incorporated (GLW) | 0.1 | $1.1M | -13% | 43k | 25.90 | |
| iShares Russell Mid-Cap Index Eft (IWR) | 0.1 | $1.1M | +49% | 21k | 53.62 | |
| Seagate Technology Com Stk (STX) | 0.1 | $1.1M | 23k | 48.39 | ||
| Fidelity National Information Services (FIS) | 0.1 | $1.1M | 8.2k | 134.14 | ||
| Cree (CREE) | 0.1 | $1.1M | 19k | 59.20 | ||
| iShares 500 Growth Index Fund Eft (IVW) | 0.1 | $1.1M | 5.3k | 207.45 | ||
| Vanguard REIT ETF (VNQ) | 0.1 | $1.1M | -4% | 14k | 78.50 | |
| Boston Scientific Corporation (BSX) | 0.1 | $1.1M | 30k | 35.11 | ||
| Paypal Holdings (PYPL) | 0.1 | $1.0M | -8% | 5.8k | 174.29 | |
| Northern Trust Corporation (NTRS) | 0.1 | $997k | -21% | 13k | 79.32 | |
| Accenture (ACN) | 0.1 | $965k | 4.5k | 214.83 | ||
| Honeywell International (HON) | 0.1 | $956k | -3% | 6.6k | 144.54 | |
| iShares Russell 2000 Growth Eft (IWO) | 0.1 | $937k | -5% | 4.5k | 206.84 | |
| Fortive (FTV) | 0.1 | $918k | 14k | 67.69 | ||
| Facebook Inc cl a (FB) | 0.1 | $913k | +20% | 4.0k | 227.00 | |
| Tyler Technologies (TYL) | 0.1 | $871k | NEW | 2.5k | 347.01 | |
| Vanguard Mid-Cap Eft (VO) | 0.1 | $869k | -28% | 5.3k | 163.96 | |
| ICU Medical, Incorporated (ICUI) | 0.1 | $829k | 4.5k | 184.22 | ||
| Steris Plc Ord equities (STE) | 0.1 | $817k | 5.3k | 153.43 | ||
| Berkshire Hathaway (BRK.A) | 0.1 | $802k | 3.00 | 267333.33 | ||
| Stanley Black & Decker (SWK) | 0.1 | $797k | -7% | 5.7k | 139.38 | |
| Square Inc cl a (SQ) | 0.1 | $779k | 7.4k | 104.92 | ||
| Wal-Mart Stores (WMT) | 0.1 | $776k | 6.5k | 119.83 | ||
| UnitedHealth (UNH) | 0.1 | $774k | +2% | 2.6k | 294.97 | |
| Medtronic (MDT) | 0.1 | $768k | -13% | 8.4k | 91.75 | |
| Crispr Therapeutics (CRSP) | 0.1 | $757k | 10k | 73.50 | ||
| iShares Dow Jones US Technology (IYW) | 0.1 | $755k | 2.8k | 269.64 | ||
| Keweenaw Land Assn (KEWL) | 0.1 | $753k | 12k | 61.17 | ||
| Livongo Health (LVGO) | 0.1 | $752k | 10.0k | 75.20 | ||
| Envista Hldgs Corp (NVST) | 0.1 | $743k | 35k | 21.09 | ||
| VanEck Vectors Morningstar Int Eft (MOTI) | 0.1 | $730k | 26k | 28.24 | ||
| Baxter International (BAX) | 0.1 | $720k | 8.4k | 86.04 | ||
| Vanguard S&P 500 Eft (VOO) | 0.1 | $718k | +30% | 2.5k | 283.35 | |
| Genuine Parts Company (GPC) | 0.1 | $701k | 8.1k | 86.91 | ||
| Church & Dwight (CHD) | 0.1 | $689k | -8% | 8.9k | 77.34 | |
| Allstate Corporation (ALL) | 0.1 | $681k | +16% | 7.0k | 97.01 | |
| iShares S&P 500 Value Index Fu Eft (IVE) | 0.1 | $671k | 6.2k | 108.14 | ||
| Starwood Property Trust (STWD) | 0.1 | $636k | 43k | 14.96 | ||
| Skyworks Solutions (SWKS) | 0.1 | $630k | 4.9k | 127.79 | ||
| SPDR S&P Dividend Eft (SDY) | 0.1 | $603k | 6.6k | 91.14 | ||
| Intuit (INTU) | 0.1 | $595k | 2.0k | 296.17 | ||
| Emerson Electric (EMR) | 0.1 | $587k | 9.5k | 62.03 | ||
| United Parcel Service (UPS) | 0.1 | $574k | +39% | 5.2k | 111.24 | |
| Allegion Plc equity (ALLE) | 0.1 | $562k | 5.5k | 102.20 | ||
| iShares S&P NA Tech. Sec. Idx (IGM) | 0.1 | $558k | 2.0k | 279.00 | ||
| Fiserv (FISV) | 0.1 | $533k | 5.5k | 97.55 | ||
| Guidewire Software (GWRE) | 0.1 | $518k | +7% | 4.7k | 110.90 | |
| Eversource Energy (ES) | 0.0 | $501k | 6.0k | 83.26 | ||
| Wec Energy Group (WEC) | 0.0 | $498k | 5.7k | 87.60 | ||
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $497k | 43k | 11.56 | ||
| Bank of New York Mellon Corporation (BK) | 0.0 | $492k | 13k | 38.68 | ||
| Microchip Technology (MCHP) | 0.0 | $457k | 4.3k | 105.20 | ||
| Texas Instruments Incorporated (TXN) | 0.0 | $444k | 3.5k | 126.86 | ||
| Walgreen Boots Alliance (WBA) | 0.0 | $443k | +38% | 11k | 42.39 | |
| ConocoPhillips (COP) | 0.0 | $436k | 10k | 42.00 | ||
| MasterCard Incorporated (MA) | 0.0 | $430k | 1.5k | 295.94 | ||
| Dupont De Nemours (DD) | 0.0 | $423k | -38% | 8.0k | 53.12 | |
| TJX Companies (TJX) | 0.0 | $410k | +3% | 8.1k | 50.51 | |
| PNC Financial Services (PNC) | 0.0 | $405k | -11% | 3.9k | 105.19 | |
| GlaxoSmithKline (GSK) | 0.0 | $399k | 9.8k | 40.81 | ||
| Roche Holding (RHHBY) | 0.0 | $393k | +4% | 9.1k | 43.41 | |
| iShares Core MSCI EAFE Eft (IEFA) | 0.0 | $389k | 6.8k | 57.16 | ||
| Avery Dennison Corporation (AVY) | 0.0 | $389k | 3.4k | 114.08 | ||
| Vanguard Small-Cap Eft (VB) | 0.0 | $385k | 2.6k | 145.83 | ||
| Vanguard High Dividend Yield Eft (VYM) | 0.0 | $381k | 4.8k | 78.88 | ||
| Lincoln National Corporation (LNC) | 0.0 | $378k | 10k | 36.79 | ||
| Starbucks Corporation (SBUX) | 0.0 | $366k | +3% | 5.0k | 73.57 | |
| Unilever (UL) | 0.0 | $364k | 6.6k | 54.90 | ||
| Travelers Companies (TRV) | 0.0 | $359k | -16% | 3.2k | 113.97 | |
| Global Payments (GPN) | 0.0 | $355k | 2.1k | 169.86 | ||
| Coherent (COHR) | 0.0 | $354k | 2.7k | 131.01 | ||
| Jacobs Engineering (J) | 0.0 | $350k | 4.1k | 84.89 | ||
| Royal Dutch Shell (RDS.A) | 0.0 | $348k | -2% | 11k | 32.69 | |
| Ingersoll Rand (IR) | 0.0 | $336k | 12k | 28.10 | ||
| L3harris Technologies (LHX) | 0.0 | $331k | NEW | 2.0k | 169.74 | |
| Constellation Brands (STZ) | 0.0 | $329k | +10% | 1.9k | 174.72 | |
| Dow (DOW) | 0.0 | $328k | -30% | 8.1k | 40.70 | |
| Yum China Holdings (YUMC) | 0.0 | $316k | -6% | 6.6k | 48.00 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 0.0 | $315k | 618.00 | 509.71 | ||
| SYSCO Corporation (SYY) | 0.0 | $314k | 5.8k | 54.61 | ||
| Wabtec Corporation (WAB) | 0.0 | $307k | -72% | 5.3k | 57.51 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $304k | NEW | 5.4k | 56.81 | |
| Dover Corporation (DOV) | 0.0 | $303k | 3.1k | 96.47 | ||
| Estee Lauder Companies (EL) | 0.0 | $300k | NEW | 1.6k | 188.80 | |
| Fastenal Company (FAST) | 0.0 | $298k | 7.0k | 42.88 | ||
| Abb (ABB) | 0.0 | $297k | NEW | 13k | 22.57 | |
| Applied Materials (AMAT) | 0.0 | $296k | 4.9k | 60.41 | ||
| GATX Corporation (GATX) | 0.0 | $296k | -10% | 4.9k | 60.98 | |
| Align Technology (ALGN) | 0.0 | $284k | NEW | 1.0k | 274.66 | |
| NVIDIA Corporation (NVDA) | 0.0 | $284k | -9% | 748.00 | 379.68 | |
| Schlumberger (SLB) | 0.0 | $276k | -8% | 15k | 18.37 | |
| Wp Carey (WPC) | 0.0 | $273k | -17% | 4.0k | 67.66 | |
| Valero Energy Corporation (VLO) | 0.0 | $269k | 4.6k | 58.82 | ||
| iShares Russell Micro-cap Inde Eft (IWC) | 0.0 | $265k | -8% | 3.0k | 87.37 | |
| T. Rowe Price (TROW) | 0.0 | $251k | NEW | 2.0k | 123.46 | |
| iShares Russell 1000 Growth Eft (IWF) | 0.0 | $244k | NEW | 1.3k | 191.82 | |
| Lennar Corporation (LEN) | 0.0 | $239k | NEW | 3.9k | 61.63 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $235k | NEW | 4.1k | 56.68 | |
| Ishares Uk Property Ucits Etf | 0.0 | $229k | 37k | 6.12 | ||
| UGI Corporation (UGI) | 0.0 | $223k | NEW | 7.0k | 31.86 | |
| Southern National Banc. of Virginia (SONA) | 0.0 | $222k | 23k | 9.69 | ||
| Cambridge Ban (CATC) | 0.0 | $218k | NEW | 3.7k | 59.26 | |
| Newmont Mining Corporation (NEM) | 0.0 | $216k | NEW | 3.5k | 61.71 | |
| Science App Int'l (SAIC) | 0.0 | $212k | 2.7k | 77.51 | ||
| Wells Fargo & Company (WFC) | 0.0 | $211k | -6% | 8.3k | 25.56 | |
| Cognizant Technology Solutions (CTSH) | 0.0 | $207k | NEW | 3.7k | 56.70 | |
| Cdk Global Inc equities (CDK) | 0.0 | $207k | NEW | 5.0k | 41.52 | |
| Trade Desk (TTD) | 0.0 | $203k | NEW | 500.00 | 406.00 | |
| General Electric Company (GE) | 0.0 | $177k | -22% | 26k | 6.81 | |
| Antero Midstream Corp antero midstream (AM) | 0.0 | $76k | NEW | 15k | 5.07 | |
| Hypertension Diagnostics | 0.0 | $4.0k | 36k | 0.11 | ||
| Globalstar (GSAT) | 0.0 | $3.0k | 10.0k | 0.30 | ||
| Viaspace (VSPC) | 0.0 | $0 | 208k | 0.00 |
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Past Filings by Boston Family Office
SEC 13F filings are viewable for Boston Family Office going back to 2011
- 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
- Boston Family Office 2017 Q4 filed Feb. 6, 2018
- Boston Family Office 2017 Q3 filed Nov. 13, 2017
- Boston Family Office 2017 Q2 filed Aug. 4, 2017
- Boston Family Office 2017 Q1 filed May 5, 2017
- Boston Family Office 2016 Q4 filed Feb. 6, 2017
- Boston Family Office 2016 Q3 filed Nov. 3, 2016
- Boston Family Office 2016 Q2 filed Aug. 4, 2016