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

Boston Family Office holds 260 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.1 $57M -2% 412k 138.20
Microsoft Corporation (MSFT) 3.2 $36M 156k 232.90
Amazon (AMZN) 2.7 $30M 267k 113.00
SPDR S&P 500 ETF Trust Tr Unit (SPY) 2.5 $28M 79k 357.17
Union Pacific Corporation (UNP) 2.4 $28M 141k 194.83
Visa Inc. Class A Com Cl A (V) 2.3 $26M 146k 177.64
American Tower Reit (AMT) 2.2 $25M 115k 214.70
Iqvia Holdings (IQV) 2.1 $24M 130k 181.14
Ansys (ANSS) 2.0 $22M 100k 221.70
Alphabet Inc. Class C Cap Stk Cl C (GOOG) 1.9 $21M +1933% 223k 96.15
Thermo Fisher Scientific (TMO) 1.8 $20M +7% 40k 507.17
Zebra Technologies Corporation Class A Cl A (ZBRA) 1.8 $20M +3% 77k 262.00
First Republic Bank/san F (FRC) 1.8 $20M 155k 130.55
Air Products & Chemicals (APD) 1.7 $19M -2% 82k 232.73

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Rockwell Automation (ROK) 1.6 $18M +2% 86k 215.12
Automatic Data Processing (ADP) 1.6 $18M -7% 81k 226.20
Marsh & McLennan Companies (MMC) 1.6 $18M -3% 123k 149.28
Berkshire Hathaway Inc. Class B Cl B New (BRK.B) 1.6 $18M 66k 267.01
Aptar (ATR) 1.5 $17M -5% 179k 95.03
Nextera Energy (NEE) 1.5 $17M 215k 78.41
Ecolab (ECL) 1.4 $16M 111k 144.42
S&p Global (SPGI) 1.4 $16M +14% 52k 305.33
Roper Industries (ROP) 1.4 $15M +11% 43k 359.64
Johnson & Johnson (JNJ) 1.4 $15M -4% 93k 163.36
NIKE, Inc. Class B CL B (NKE) 1.3 $15M +2% 178k 83.12
Vanguard Short-Term Bond ETF Short Trm Bond (BSV) 1.3 $15M +18% 197k 74.82
CVS Caremark Corporation (CVS) 1.3 $15M 152k 95.37
salesforce (CRM) 1.3 $14M +12% 100k 143.85
Stryker Corporation (SYK) 1.1 $13M 64k 202.55
TE Connectivity SHS (TEL) 1.1 $13M 116k 110.35
Solaredge Technologies (SEDG) 1.1 $12M 53k 231.46
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 1.0 $11M 106k 107.67
Abbvie (ABBV) 1.0 $11M -4% 84k 134.20
Danaher Corporation (DHR) 1.0 $11M 43k 258.30
McCormick & Company Com Non Vtg (MKC) 1.0 $11M 154k 71.27
Adobe Systems Incorporated (ADBE) 0.9 $10M -2% 37k 275.22
Pepsi (PEP) 0.9 $10M -2% 62k 163.24
Abbott Laboratories (ABT) 0.9 $9.7M 101k 96.76
IDEXX Laboratories (IDXX) 0.9 $9.7M +20% 30k 325.83
Vanguard Short-Term Corporate Bond ETF Shrt Trm Corp Bd (VCSH) 0.8 $9.3M -5% 125k 74.27
SPDR S&P Midcap 400 ETF Trust Utser1 S&pdcrp (MDY) 0.8 $9.0M 23k 401.69
Procter & Gamble Company (PG) 0.8 $8.8M -6% 70k 126.26
Chevron Corporation (CVX) 0.8 $8.7M 61k 143.67
iShares Core S&P Small Cap ETF Core S&p Scp Etf (IJR) 0.8 $8.5M 98k 87.19
McDonald's Corporation (MCD) 0.7 $7.6M -12% 33k 230.76
JPMorgan Ultra-Short Municipal Income ETF Ultra Sht Muncpl (JMST) 0.7 $7.4M -7% 147k 50.30
JPMorgan Chase & Co. (JPM) 0.7 $7.3M +3% 70k 104.49
Invesco Variable Rate Preferred ETF Var Rate Pfd (VRP) 0.6 $7.3M -3% 333k 21.90
Teradyne (TER) 0.6 $7.3M +47% 97k 75.15
Servicenow (NOW) 0.6 $7.2M +16% 19k 377.61
Vanguard Extended Market ETF Extend Mkt Etf (VXF) 0.6 $6.8M +3% 54k 127.12
Home Depot (HD) 0.6 $6.7M 24k 275.92
Xylem (XYL) 0.6 $6.3M 72k 87.36
General Mills (GIS) 0.6 $6.3M -3% 82k 76.61
Vanguard Dividend Appreciation ETF Div App Etf (VIG) 0.5 $6.0M +2% 45k 135.15
Lincoln Electric Holdings (LECO) 0.5 $6.0M -2% 48k 125.72
Vanguard Short-Term Inflation-Protected Securities ETF Strm Infproidx (VTIP) 0.5 $5.8M -19% 122k 48.11
Sherwin-Williams Company (SHW) 0.5 $5.8M -13% 29k 204.76
LKQ Corporation (LKQ) 0.5 $5.6M 120k 47.14
Invesco QQQ Trust Unit Ser 1 (QQQ) 0.5 $5.6M 21k 267.23
Alphabet Inc. Class A Cap Stk Cl A (GOOGL) 0.5 $5.5M +1976% 58k 95.64
Lowe's Companies (LOW) 0.5 $5.3M 28k 187.80
Illumina (ILMN) 0.5 $5.2M +68% 28k 190.78
Vanguard Total Stock Market ETF Total Stk Mkt (VTI) 0.4 $4.8M 27k 179.47
Merck & Co (MRK) 0.4 $4.8M -6% 55k 86.12
Verizon Communications (VZ) 0.4 $4.5M -8% 119k 37.96
Costco Wholesale Corporation (COST) 0.4 $4.4M +2% 9.4k 472.36
EOG Resources (EOG) 0.4 $4.3M +3% 39k 111.74
Dollar Tree (DLTR) 0.4 $4.2M -10% 31k 136.08
Palo Alto Networks (PANW) 0.4 $4.0M +215% 24k 163.76
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH) 0.3 $3.6M -31% 63k 57.79
JPMorgan Ultra-Short Income ETF Ultra Shrt Inc (JPST) 0.3 $3.6M +216% 71k 50.16
Parker-Hannifin Corporation (PH) 0.3 $3.5M 15k 242.32
iShares Floating Rate Bond ETF Fltg Rate Nt Etf (FLOT) 0.3 $3.5M -56% 69k 50.26
Walt Disney Company (DIS) 0.3 $3.3M +11% 35k 94.35
Target Corporation (TGT) 0.3 $3.2M -6% 22k 148.39
Pfizer (PFE) 0.3 $3.2M 72k 43.76
Waste Management (WM) 0.3 $3.1M +3% 20k 160.26
RPM International (RPM) 0.3 $3.0M -3% 36k 83.29
Analog Devices (ADI) 0.3 $3.0M +32% 22k 139.30
Norfolk Southern (NSC) 0.3 $2.9M 14k 209.68
Novo Nordisk A/S Sponsored ADR Class B Adr (NVO) 0.3 $2.9M -12% 29k 99.62
Intel Corporation (INTC) 0.2 $2.8M 109k 25.77
iShares Core S&P 500 ETF Core S&p500 Etf (IVV) 0.2 $2.8M +8% 7.7k 358.68
Hubbell (HUBB) 0.2 $2.7M 12k 222.99
Coca-Cola Company (KO) 0.2 $2.6M 46k 56.01
Becton, Dickinson and (BDX) 0.2 $2.5M -4% 11k 222.81
iShares Treasury Floating Rate Bond ETF TRS FLT RT BD (TFLO) 0.2 $2.4M NEW 48k 50.50
Qualcomm (QCOM) 0.2 $2.4M 22k 112.99
Exxon Mobil Corporation (XOM) 0.2 $2.4M -9% 28k 87.29
Eli Lilly & Co. (LLY) 0.2 $2.3M -21% 7.3k 323.22
Middleby Corporation (MIDD) 0.2 $2.3M 18k 128.22
iShares Russell Midcap ETF Rus Mid Cap Etf (IWR) 0.2 $2.3M 36k 62.15
Colgate-Palmolive Company (CL) 0.2 $2.2M 31k 70.26
Mondelez International, Inc. Class A Cl A (MDLZ) 0.2 $2.2M -3% 40k 54.85
Diageo Spon Adr New (DEO) 0.2 $2.1M 13k 169.85
Illinois Tool Works (ITW) 0.2 $2.1M 12k 180.71
Vanguard FTSE Developed Markets ETF Ftse Dev Mkt Etf (VEA) 0.2 $2.1M -13% 58k 36.36
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH) 0.2 $2.1M -13% 9.6k 219.34
Clorox Company (CLX) 0.2 $2.1M -6% 16k 128.39
Amgen (AMGN) 0.2 $2.0M -6% 8.8k 225.37
Comcast Corporation Class A Cl A (CMCSA) 0.2 $2.0M -3% 67k 29.32
Bristol Myers Squibb (BMY) 0.2 $2.0M 27k 71.06
Tyler Technologies (TYL) 0.2 $1.9M -11% 5.5k 347.51
Trane Technologies SHS (TT) 0.2 $1.9M 13k 144.77
Wolfspeed (WOLF) 0.2 $1.9M 18k 103.37
Vanguard Total International Stock ETF Vg Tl Intl Stk F (VXUS) 0.2 $1.8M -11% 40k 45.75
UnitedHealth (UNH) 0.2 $1.8M -2% 3.6k 505.15
FedEx Corporation (FDX) 0.2 $1.8M 12k 148.50
Welltower Inc Com reit (WELL) 0.2 $1.8M +11% 28k 64.29
American Express Company (AXP) 0.2 $1.7M 13k 134.91
Vanguard Large-Cap ETF Large Cap Etf (VV) 0.2 $1.7M 11k 163.57
3M Company (MMM) 0.1 $1.7M -15% 15k 110.49
iShares TR Ibonds 23 Ibonds 23 Trm Ts (IBTD) 0.1 $1.7M NEW 68k 24.76
SPDR S&P Biotech ETF S&p Biotech (XBI) 0.1 $1.7M -47% 21k 79.29
iShares TR Ibonds 24 Ibonds 24 Trm Ts (IBTE) 0.1 $1.6M NEW 69k 23.95
Neogen Corporation (NEOG) 0.1 $1.5M -12% 108k 13.97
Cisco Systems (CSCO) 0.1 $1.5M -30% 37k 40.00
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO) 0.1 $1.4M -5% 4.4k 328.48
iShares S&P Mid-Cap 400 Value ETF S&p Mc 400vl Etf (IJJ) 0.1 $1.4M 16k 89.97
AFLAC Incorporated (AFL) 0.1 $1.4M 25k 56.22
Generac Holdings (GNRC) 0.1 $1.4M +376% 7.8k 178.07
VanEck Morningstar Wide Moat ETF Morningstar Wide (MOAT) 0.1 $1.4M +19% 23k 60.03
Hologic (HOLX) 0.1 $1.4M 21k 64.55
iShares Russell 2000 ETF Russell 2000 Etf (IWM) 0.1 $1.3M 8.2k 164.95
Oracle Corporation (ORCL) 0.1 $1.3M 22k 61.11
Weyerhaeuser Company Com New (WY) 0.1 $1.3M 45k 28.55
iShares TR Ibonds 22 Ibonds 22 Trm Ts (IBTB) 0.1 $1.3M NEW 50k 25.38
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO) 0.1 $1.3M -20% 35k 36.48
Synopsys (SNPS) 0.1 $1.3M +4% 4.1k 305.50
Gilead Sciences (GILD) 0.1 $1.2M 20k 61.66
Berkshire Hathaway Inc. Class A Cl A (BRK.A) 0.1 $1.2M 3.00 406666.67
Vanguard FTSE All-World ex-US ETF Allwrld Ex Us (VEU) 0.1 $1.2M -27% 27k 44.39
Vanguard Intermediate-Term Bond ETF Intermed Term (BIV) 0.1 $1.2M 16k 73.45
Kellogg Company (K) 0.1 $1.2M 17k 69.69
Novartis Sponsored Adr (NVS) 0.1 $1.2M 16k 76.07
NVIDIA Corporation (NVDA) 0.1 $1.2M +23% 9.7k 121.43
Corning Incorporated (GLW) 0.1 $1.2M 40k 29.02
Medtronic SHS (MDT) 0.1 $1.2M +9% 14k 80.76
iShares S&P 500 Growth ETF S&p 500 Grwt Etf (IVW) 0.1 $1.1M 20k 57.89
Accenture Plc Class A Shs Class A (ACN) 0.1 $1.1M -2% 4.4k 257.37
Philip Morris International (PM) 0.1 $1.1M -3% 13k 83.05
Honeywell International (HON) 0.1 $1.1M 6.5k 167.10
Dominion Resources (D) 0.1 $1.1M 16k 69.06
Vanguard Real Estate ETF Real Estate Etf (VNQ) 0.1 $1.1M -2% 13k 80.23
Vanguard Mid-Cap ETF Mid Cap Etf (VO) 0.1 $1.0M +5% 5.5k 187.90
Kinder Morgan (KMI) 0.1 $1.0M 62k 16.65
Seagate Technology Holdings SHS (STX) 0.1 $1.0M 19k 53.26
Wal-Mart Stores (WMT) 0.1 $956k 7.4k 129.82
Kimberly-Clark Corporation (KMB) 0.1 $946k 8.4k 112.55
WisdomTree Emerging Markets SmallCap Dividend Fund Emg Mkts Smcap (DGS) 0.1 $942k 24k 39.83
ConocoPhillips (COP) 0.1 $940k 9.2k 102.24
Starwood Property Trust (STWD) 0.1 $930k +2% 51k 18.21
iShares Russell 2000 Growth ETF Rus 2000 Grw Etf (IWO) 0.1 $898k 4.4k 206.44
Vanguard Tax-Exempt Bond ETF Tax Exempt Bd (VTEB) 0.1 $888k 19k 48.13
Alcon Ord Shs (ALC) 0.1 $878k -3% 15k 58.22
PNC Financial Services (PNC) 0.1 $878k 5.9k 149.35
United Parcel Service, Inc. Class B CL B (UPS) 0.1 $858k 5.3k 161.64
TJX Companies (TJX) 0.1 $828k +13% 13k 62.19
Starbucks Corporation (SBUX) 0.1 $824k +26% 9.8k 84.31
L3harris Technologies (LHX) 0.1 $806k +27% 3.9k 208.00
iShares U.S. Technology ETF U.s. Tech Etf (IYW) 0.1 $792k 11k 73.33
Steris Shs Usd (STE) 0.1 $770k 4.6k 166.34
Intuit (INTU) 0.1 $760k 2.0k 386.97
Cambridge Ban (CATC) 0.1 $752k -2% 9.4k 79.75
iShares S&P Small-Cap 600 Value ETF Sp Smcp600vl Etf (IJS) 0.1 $750k -12% 9.1k 82.35
Raytheon Technologies Corp (RTX) 0.1 $750k 9.2k 81.93
Diamondback Energy (FANG) 0.1 $722k NEW 6.0k 120.33
Altria (MO) 0.1 $718k -4% 18k 40.41
Emerson Electric (EMR) 0.1 $694k -2% 9.5k 73.25
iShares S&P 500 Value ETF S&p 500 Val Etf (IVE) 0.1 $654k 5.1k 128.61
International Business Machines (IBM) 0.1 $652k -13% 5.5k 118.91
Boston Scientific Corporation (BSX) 0.1 $644k 17k 38.76
Vanguard Total Bond Market ETF Total Bnd Mrkt (BND) 0.1 $636k -10% 8.9k 71.28
Crispr Therapeutics Namen Akt (CRSP) 0.1 $624k 9.6k 65.34
SVB Financial (SIVB) 0.1 $618k +72% 1.8k 335.69
Vanguard Intermediate-Term Treasury ETF Inter Term Treas (VGIT) 0.1 $600k 10k 58.25
Paycom Software (PAYC) 0.1 $600k -28% 1.8k 329.67
iShares 1-5 Year Investment Grade Corporate Bond ETF Ishs 1-5yr Invs (IGSB) 0.1 $584k 12k 49.33
Bank of New York Mellon Corporation (BK) 0.1 $572k 15k 38.53
Northern Trust Corporation (NTRS) 0.1 $566k 6.6k 85.47
Applied Materials (AMAT) 0.0 $552k +5% 6.7k 81.86
iShares Expanded Tech Sector ETF Expnd Tec Sc Etf (IGM) 0.0 $552k 2.0k 276.00
Microchip Technology (MCHP) 0.0 $540k -20% 8.8k 61.02
iShares MSCI Emerging Markets ETF Msci Emg Mkt Etf (EEM) 0.0 $538k 15k 34.94
SYSCO Corporation (SYY) 0.0 $526k -3% 7.4k 70.63
Ss&c Technologies Holding (SSNC) 0.0 $522k 11k 47.69
Estee Lauder Companies Inc. Class A Cl A (EL) 0.0 $516k +38% 2.4k 215.99
iShares Gold Trust Ishares New (IAU) 0.0 $514k 16k 31.58
Paypal Holdings (PYPL) 0.0 $510k -32% 5.9k 86.05
Ingersoll Rand (IR) 0.0 $506k 12k 43.28
Mastercard Incorporated Class A Cl A (MA) 0.0 $492k -2% 1.7k 284.39
Avery Dennison Corporation (AVY) 0.0 $492k -11% 3.0k 162.38
Church & Dwight (CHD) 0.0 $478k 6.7k 71.41
Vanguard Long-Term Bond ETF Long Term Bond (BLV) 0.0 $476k +44% 6.6k 71.97
Texas Instruments Incorporated (TXN) 0.0 $474k -9% 3.1k 154.85
Wec Energy Group (WEC) 0.0 $470k 5.3k 89.51
Shell Spon Ads (SHEL) 0.0 $466k 9.4k 49.84
International Flavors & Fragrances (IFF) 0.0 $458k -22% 5.0k 90.96
Vanguard High Dividend Yield Index ETF High Div Yld (VYM) 0.0 $458k 4.8k 94.82
Veeva Systems Inc Class A Cl A Com (VEEV) 0.0 $456k 2.8k 164.62
Baxter International 0.0 $450k 8.4k 53.78
American Water Works (AWK) 0.0 $438k 3.4k 129.89
Jacobs Engineering Group (J) 0.0 $436k NEW 4.0k 108.38
Fiserv (FISV) 0.0 $428k -10% 4.6k 93.55
Skyworks Solutions (SWKS) 0.0 $420k -2% 4.9k 85.19
stock (SPLK) 0.0 $420k -41% 5.6k 75.20
Dentsply Sirona (XRAY) 0.0 $396k -37% 14k 28.31
Deere & Company (DE) 0.0 $392k 1.2k 333.62
Allegion Ord Shs (ALLE) 0.0 $390k 4.3k 89.74
Constellation Brands, Inc. Class A Cl A (STZ) 0.0 $390k -35% 1.7k 229.28
SPDR S&P Dividend ETF S&p Divid Etf (SDY) 0.0 $386k 3.5k 111.50
H&R Block 0.0 $382k 9.0k 42.44
VanEck Morningstar International Moat ETF Morningstar Intl (MOTI) 0.0 $378k -13% 15k 24.99
Dover Corporation (DOV) 0.0 $366k 3.1k 116.52
SPDR Portfolio Short Term Corporate Bond ETF Portfolio Short (SPSB) 0.0 $362k 12k 29.21
Simon Property (SPG) 0.0 $360k +48% 4.0k 90.00
Abb Sponsored Adr (ABB) 0.0 $356k +2% 14k 25.63
Fortive (FTV) 0.0 $354k 6.1k 58.40
GATX Corporation (GATX) 0.0 $350k 4.1k 85.28
Eaton Corp SHS (ETN) 0.0 $346k +3% 2.6k 133.03
Dollar General (DG) 0.0 $336k -9% 1.4k 239.83
Fastenal Company (FAST) 0.0 $316k 6.9k 46.13
Stanley Black & Decker (SWK) 0.0 $316k -4% 4.2k 75.26
U.S. Bancorp Com New (USB) 0.0 $306k 7.6k 40.32
Waste Connections (WCN) 0.0 $304k -8% 2.2k 135.41
Crown Castle Intl (CCI) 0.0 $296k 2.1k 144.39
Lennar Corporation Class A Cl A (LEN) 0.0 $290k 3.9k 74.78
Relay Therapeutics (RLAY) 0.0 $286k 13k 22.44
iShares Short-Term National Muni Bond ETF Shrt Nat Mun Etf (SUB) 0.0 $286k +18% 2.8k 102.62
At&t (T) 0.0 $280k -2% 18k 15.38
Envista Hldgs Corp (NVST) 0.0 $280k 8.5k 32.89
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF) 0.0 $278k 1.3k 210.29
Roche Holding (RHHBY) 0.0 $276k -36% 6.7k 41.17
Yum China Holdings (YUMC) 0.0 $276k -7% 5.8k 47.32
Meta Platforms Cl A (META) 0.0 $264k -15% 1.9k 136.15
Vanguard Intermediate-Term Corporate Bond ETF Int-term Corp (VCIT) 0.0 $264k -31% 3.5k 75.84
Blackstone Group Inc. Class A Com Cl A (BX) 0.0 $264k 3.1k 83.92
Progressive Corporation (PGR) 0.0 $260k -12% 2.2k 116.33
iShares Micro-Cap ETF Micro-cap Etf (IWC) 0.0 $250k 2.4k 103.18
Johnson Controls International Plc equity (JCI) 0.0 $250k 5.1k 49.36
Flextronics Int'l Ord (FLEX) 0.0 $246k -9% 15k 16.72
4068594 Enphase Energy (ENPH) 0.0 $242k NEW 875.00 276.57
Science App Int'l (SAIC) 0.0 $242k 2.7k 88.48
Block Cl A (SQ) 0.0 $240k -23% 4.4k 54.88
Unilever Spon Adr New (UL) 0.0 $238k 5.4k 43.75
Primis Financial Corp (FRST) 0.0 $232k -9% 19k 12.10
Linde SHS (LIN) 0.0 $230k 855.00 269.01
CrowdStrike Holdings, Inc. Class A Cl A (CRWD) 0.0 $228k 1.4k 164.86
SPDR Bloomberg Barclays Convertible Securities ETF Blmbrg Brc Convrt (CWB) 0.0 $222k 3.5k 63.25
Trimble Navigation (TRMB) 0.0 $222k 4.1k 54.48
Align Technology (ALGN) 0.0 $220k 1.1k 207.16
Zimmer Holdings (ZBH) 0.0 $220k NEW 2.1k 104.46
Old Dominion Freight Line (ODFL) 0.0 $214k 859.00 249.13
Energy Select Sector SPDR Fund Energy (XLE) 0.0 $214k 3.0k 72.08
Wells Fargo & Company (WFC) 0.0 $206k 5.1k 40.34
California Water Service (CWT) 0.0 $204k 3.9k 52.78
Sprott Physical Gold and Silver Trust Tr Unit (CEF) 0.0 $190k 12k 15.56
Globalstar (GSAT) 0.0 $174k +1000% 110k 1.58
Antero Midstream Corp antero midstream (AM) 0.0 $138k 15k 9.20

Past Filings by Boston Family Office

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

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