Bp Wealth Management
Latest statistics and disclosures from Boston Private Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SGOV, IWF, ITOT, ICSH, JPST, and represent 30.68% of Boston Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: SPYV (+$133M), ICSH (+$95M), JPST (+$95M), EBAY (+$20M), AMT (+$16M), MDLZ (+$15M), CARS (+$13M), EWU (+$9.2M), IVV (+$6.6M), PFF (+$6.4M).
- Started 131 new stock positions in SCHA, RNP, Companhia Paranaense de Energia, MOH, WELL, GD, PODD, EVA, SNX, GRA.
- Reduced shares in these 10 stocks: SGOV (-$179M), , , IWF (-$19M), AMZN (-$16M), SYY (-$14M), SPY (-$13M), VZ (-$9.4M), GLD (-$9.0M), OPTN (-$8.2M).
- Sold out of its positions in AWP, SIVR, SGOL, AMX, AMSSY, ASAZY, BDORY, BNTX, Blackstone Real Estate Income, Blackstone Real Estate Income.
- Boston Private Wealth was a net buyer of stock by $120M.
- Boston Private Wealth has $7.2B in assets under management (AUM), dropping by 5.50%.
- Central Index Key (CIK): 0001626116
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Portfolio Holdings for Boston Private Wealth
Companies in the Boston Private Wealth portfolio as of the March 2021 quarterly 13F filing
Boston Private Wealth has 927 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Boston Private Wealth March 31, 2021 positions
- Download the Boston Private Wealth March 2021 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares 0-3 Month Treasury Bd Etf Etf (SGOV) | 7.9 | $565M | -24% | 5.6M | 100.01 | |
| iShares Russell 1000 Growth ET Etf (IWF) | 6.3 | $453M | -3% | 1.9M | 243.05 | |
| iShares Core S&P Total U.S. St Etf (ITOT) | 5.9 | $427M | 4.7M | 91.66 | ||
| Ishares Tr Ultr Sh Trm Bd Etf (ICSH) | 5.3 | $380M | +33% | 7.5M | 50.52 | |
| J P Morgan Ultra Short Incm Etf Etf (JPST) | 5.3 | $378M | +33% | 7.4M | 50.75 | |
| iShares Core S&P 500 ETF Etf (IVV) | 4.6 | $328M | +2% | 824k | 397.82 | |
| Apple (AAPL) | 4.1 | $291M | 2.4M | 122.15 | ||
| Spdr S&P 500 Etf Etf (SPY) | 3.8 | $273M | -4% | 688k | 396.33 | |
| Microsoft Corporation (MSFT) | 2.6 | $185M | 784k | 235.77 | ||
| SPDR Portfolio S&P 500 Value E Etf (SPYV) | 1.9 | $134M | +42244% | 3.5M | 37.90 | |
| Berkshire Hathaway (BRK.A) | 1.4 | $101M | 261.00 | 385701.15 | ||
| JPMorgan Chase & Co. (JPM) | 1.1 | $82M | 539k | 152.23 | ||
| Amazon (AMZN) | 1.1 | $82M | -15% | 27k | 3094.12 | |
| iShares Preferred and Income S Etf (PFF) | 1.1 | $76M | +9% | 2.0M | 38.40 | |
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| Accenture (ACN) | 0.9 | $68M | 247k | 276.25 | ||
| Home Depot (HD) | 0.9 | $68M | -2% | 223k | 305.25 | |
| Abbott Laboratories (ABT) | 0.9 | $62M | -8% | 515k | 119.84 | |
| Visa (V) | 0.8 | $56M | 265k | 211.73 | ||
| Abbvie (ABBV) | 0.7 | $51M | 471k | 108.22 | ||
| Nextera Energy (NEE) | 0.7 | $51M | +2% | 670k | 75.61 | |
| Walt Disney Company (DIS) | 0.7 | $50M | -6% | 273k | 184.52 | |
| Alphabet Inc Class C cs (GOOG) | 0.7 | $49M | 24k | 2068.59 | ||
| Vanguard Total Stock Market In Etf (VTI) | 0.7 | $49M | -2% | 235k | 206.69 | |
| Procter & Gamble Company (PG) | 0.7 | $47M | 345k | 135.43 | ||
| Union Pacific Corporation (UNP) | 0.6 | $46M | 209k | 220.41 | ||
| Johnson & Johnson (JNJ) | 0.6 | $46M | 278k | 164.35 | ||
| Honeywell International (HON) | 0.6 | $44M | 201k | 217.07 | ||
| Blackstone Group Inc Com Cl A (BX) | 0.5 | $39M | +4% | 528k | 74.53 | |
| Automatic Data Processing (ADP) | 0.5 | $38M | 200k | 188.47 | ||
| Merck & Co (MRK) | 0.5 | $37M | 480k | 77.09 | ||
| Anthem (ANTM) | 0.5 | $36M | +3% | 99k | 358.95 | |
| Medtronic (MDT) | 0.5 | $36M | 301k | 118.13 | ||
| Alphabet Inc Class A cs (GOOGL) | 0.5 | $34M | -10% | 16k | 2062.57 | |
| Broadcom (AVGO) | 0.5 | $33M | 71k | 463.66 | ||
| Cars (CARS) | 0.5 | $32M | +65% | 2.5M | 12.96 | |
| L3harris Technologies (LHX) | 0.4 | $32M | +2% | 155k | 202.68 | |
| Intercontinental Exchange (ICE) | 0.4 | $31M | +2% | 281k | 111.68 | |
| Cisco Systems (CSCO) | 0.4 | $31M | +2% | 600k | 51.71 | |
| Broadridge Financial Solutions (BR) | 0.4 | $30M | +2% | 198k | 153.10 | |
| Comcast Corporation (CMCSA) | 0.4 | $30M | +3% | 554k | 54.11 | |
| Pepsi (PEP) | 0.4 | $30M | 210k | 141.45 | ||
| Air Products & Chemicals (APD) | 0.4 | $29M | 104k | 281.34 | ||
| iShares S&P Small-Cap Fund Etf (IJR) | 0.4 | $29M | +12% | 270k | 108.53 | |
| Danaher Corporation (DHR) | 0.4 | $29M | -4% | 129k | 225.08 | |
| Marsh & McLennan Companies (MMC) | 0.4 | $28M | +2% | 233k | 121.80 | |
| iShares Russell 2000 ETF Etf (IWM) | 0.4 | $28M | -3% | 126k | 220.94 | |
| United Rentals (URI) | 0.4 | $27M | 82k | 329.31 | ||
| Facebook Inc cl a (FB) | 0.4 | $27M | 92k | 294.53 | ||
| International Business Machines (IBM) | 0.4 | $27M | +2% | 202k | 133.26 | |
| Vanguard Small-Cap Index Fund Etf (VB) | 0.4 | $26M | +8% | 123k | 214.08 | |
| Fidelity National Information Services (FIS) | 0.4 | $25M | +2% | 180k | 140.61 | |
| Vanguard Dividend Appreciation Etf (VIG) | 0.4 | $25M | +2% | 172k | 147.08 | |
| iShares MSCI Intl Quality Fact Etf (IQLT) | 0.3 | $25M | +8% | 678k | 36.44 | |
| Vanguard S&P 500 ETF Etf (VOO) | 0.3 | $24M | 67k | 364.30 | ||
| Equinix (EQIX) | 0.3 | $24M | +6% | 35k | 679.58 | |
| Analog Devices (ADI) | 0.3 | $24M | +10% | 152k | 155.08 | |
| iShares MSCI USA Quality Facto Etf (QUAL) | 0.3 | $23M | -18% | 189k | 121.78 | |
| Costco Wholesale Corporation (COST) | 0.3 | $22M | +19% | 61k | 352.49 | |
| IDEX Corporation (IEX) | 0.3 | $22M | +19% | 103k | 209.32 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $22M | 45k | 475.37 | ||
| Bank of New York Mellon Corporation (BK) | 0.3 | $21M | +26% | 449k | 47.29 | |
| eBay (EBAY) | 0.3 | $21M | +4074% | 339k | 61.24 | |
| UnitedHealth (UNH) | 0.3 | $21M | +18% | 55k | 372.08 | |
| Valero Energy Corporation (VLO) | 0.3 | $21M | +8% | 287k | 71.60 | |
| Intel Corporation (INTC) | 0.3 | $21M | 321k | 64.00 | ||
| Stryker Corporation (SYK) | 0.3 | $21M | 84k | 243.58 | ||
| iShares MSCI EAFE ETF Etf (EFA) | 0.3 | $20M | -3% | 269k | 75.87 | |
| iShares Exponential Technologi Etf (XT) | 0.3 | $20M | +7% | 343k | 59.22 | |
| BlackRock (BLK) | 0.3 | $20M | -3% | 27k | 753.95 | |
| salesforce (CRM) | 0.3 | $20M | 94k | 211.87 | ||
| SPDR S&P MidCap 400 ETF Etf (MDY) | 0.3 | $20M | -7% | 42k | 476.05 | |
| Huntington Ingalls Inds (HII) | 0.3 | $19M | +40% | 92k | 205.85 | |
| iShares MSCI United Kingdom ET Etf (EWU) | 0.3 | $19M | +95% | 602k | 31.31 | |
| Invesco China Technology ETF Etf (CQQQ) | 0.3 | $19M | +8% | 231k | 81.45 | |
| Pool Corporation (POOL) | 0.3 | $19M | +5% | 54k | 345.23 | |
| American Tower Reit (AMT) | 0.3 | $18M | +735% | 76k | 239.06 | |
| iShares MSCI ACWI ex US Index Etf (ACWX) | 0.2 | $18M | +6% | 321k | 55.18 | |
| Starbucks Corporation (SBUX) | 0.2 | $17M | -2% | 159k | 109.27 | |
| CoStar (CSGP) | 0.2 | $17M | -6% | 21k | 821.90 | |
| Mondelez Int (MDLZ) | 0.2 | $17M | +585% | 289k | 58.53 | |
| Pfizer (PFE) | 0.2 | $17M | -3% | 454k | 36.23 | |
| Berkshire Hathaway (BRK.B) | 0.2 | $15M | 60k | 255.46 | ||
| Vanguard Total World Stock Ind Etf (VT) | 0.2 | $15M | -18% | 157k | 97.29 | |
| iShares Core MSCI Emerging Mar Etf (IEMG) | 0.2 | $15M | +20% | 237k | 64.36 | |
| Las Vegas Sands (LVS) | 0.2 | $15M | +4% | 250k | 60.76 | |
| PIMCO Enhanced Short Maturity Etf (MINT) | 0.2 | $15M | +39% | 147k | 101.91 | |
| Iqvia Holdings (IQV) | 0.2 | $15M | -3% | 76k | 193.14 | |
| Tyler Technologies (TYL) | 0.2 | $15M | -5% | 34k | 424.53 | |
| Estee Lauder Companies (EL) | 0.2 | $15M | -3% | 50k | 290.85 | |
| Vanguard FTSE Emerging Markets Etf (VWO) | 0.2 | $14M | +43% | 277k | 52.05 | |
| McDonald's Corporation (MCD) | 0.2 | $14M | -2% | 62k | 224.14 | |
| Amgen (AMGN) | 0.2 | $14M | 55k | 248.81 | ||
| TJX Companies (TJX) | 0.2 | $14M | -2% | 204k | 66.15 | |
| Trex Company (TREX) | 0.2 | $13M | -33% | 147k | 91.54 | |
| Bio-techne Corporation (TECH) | 0.2 | $13M | -4% | 35k | 381.92 | |
| SPDR Dow Jones Global Real Est Etf (RWO) | 0.2 | $13M | +7% | 281k | 47.22 | |
| FlexShares Global Upstream Nat Etf (GUNR) | 0.2 | $13M | +5% | 367k | 36.19 | |
| Charles Schwab Corporation (SCHW) | 0.2 | $13M | 203k | 65.18 | ||
| iShares Intermediate Governmen Etf (GVI) | 0.2 | $13M | -11% | 115k | 114.86 | |
| Alibaba Group Holding (BABA) | 0.2 | $13M | -7% | 57k | 226.74 | |
| Vanguard FTSE All-World ex-US Etf (VSS) | 0.2 | $13M | +5% | 97k | 128.37 | |
| iShares S&P MidCap Fund Etf (IJH) | 0.2 | $12M | -7% | 47k | 260.29 | |
| SPDR Nuveen Bloomberg Barclays Etf (HYMB) | 0.2 | $12M | 207k | 59.33 | ||
| iShares Russell 2000 Value ETF Etf (IWN) | 0.2 | $12M | +96% | 75k | 159.47 | |
| Keysight Technologies (KEYS) | 0.2 | $12M | +2% | 82k | 143.40 | |
| iShares MSCI EAFE Small-Cap ET Etf (SCZ) | 0.2 | $12M | +7% | 161k | 71.84 | |
| Electronic Arts (EA) | 0.2 | $11M | 81k | 135.38 | ||
| Verizon Communications (VZ) | 0.2 | $11M | -46% | 186k | 58.15 | |
| Wal-Mart Stores (WMT) | 0.1 | $11M | 78k | 135.83 | ||
| Cerner Corporation (CERN) | 0.1 | $10M | 145k | 71.88 | ||
| Invesco QQQ Trust Etf (QQQ) | 0.1 | $10M | 32k | 319.11 | ||
| PPG Industries (PPG) | 0.1 | $9.9M | 66k | 150.27 | ||
| Arista Networks (ANET) | 0.1 | $9.9M | -6% | 33k | 301.90 | |
| iShares TIPS Bond ETF Etf (TIP) | 0.1 | $9.7M | 77k | 125.50 | ||
| iShares MSCI Emerging Markets Etf (EEM) | 0.1 | $9.3M | -3% | 174k | 53.34 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $9.1M | -4% | 162k | 55.83 | |
| Martin Marietta Materials (MLM) | 0.1 | $8.8M | -4% | 26k | 335.82 | |
| Cme (CME) | 0.1 | $8.7M | -4% | 43k | 204.24 | |
| iShares iBoxx $ Investment Gra Etf (LQD) | 0.1 | $8.7M | +10% | 67k | 130.05 | |
| Xenia Hotels & Resorts (XHR) | 0.1 | $8.6M | -31% | 442k | 19.50 | |
| Bristol Myers Squibb (BMY) | 0.1 | $8.4M | 133k | 63.13 | ||
| United Parcel Service (UPS) | 0.1 | $8.3M | -14% | 49k | 169.99 | |
| CVS Caremark Corporation (CVS) | 0.1 | $8.2M | 110k | 75.23 | ||
| Raytheon Technologies Corp (RTX) | 0.1 | $8.2M | -22% | 106k | 77.27 | |
| Group 1 Automotive (GPI) | 0.1 | $8.0M | 50k | 160.00 | ||
| Tesla Motors (TSLA) | 0.1 | $8.0M | +12% | 12k | 667.89 | |
| At&t (T) | 0.1 | $8.0M | -4% | 265k | 30.27 | |
| Nike (NKE) | 0.1 | $7.9M | -2% | 60k | 132.89 | |
| iShares Russell 1000 Value ETF Etf (IWD) | 0.1 | $7.8M | -7% | 52k | 151.55 | |
| Microchip Technology (MCHP) | 0.1 | $7.8M | 50k | 155.22 | ||
| MasterCard Incorporated (MA) | 0.1 | $7.7M | +3% | 22k | 356.05 | |
| Chevron Corporation (CVX) | 0.1 | $7.7M | -11% | 73k | 104.79 | |
| Vanguard FTSE Developed Market Etf (VEA) | 0.1 | $7.5M | +3% | 153k | 49.11 | |
| Skyworks Solutions (SWKS) | 0.1 | $7.4M | -2% | 41k | 183.49 | |
| Vanguard Scottsdale Fds Vng Rus1000grw Etf (VONG) | 0.1 | $7.4M | +7% | 30k | 250.01 | |
| iShares Select Dividend ETF Etf (DVY) | 0.1 | $7.2M | 63k | 114.11 | ||
| iShares iBoxx $ High Yield Cor Etf (HYG) | 0.1 | $7.2M | 83k | 87.18 | ||
| Bank of America Corporation (BAC) | 0.1 | $7.2M | 186k | 38.69 | ||
| Royal Caribbean Cruises (RCL) | 0.1 | $7.1M | -3% | 83k | 85.61 | |
| Coca-Cola Company (KO) | 0.1 | $7.0M | -5% | 132k | 52.71 | |
| 3M Company (MMM) | 0.1 | $6.9M | 36k | 192.68 | ||
| SPDR Gold Shares Etf (GLD) | 0.1 | $6.6M | -57% | 41k | 159.95 | |
| Ameriprise Financial (AMP) | 0.1 | $6.5M | 28k | 232.46 | ||
| Vanguard Mid-Cap Index Fund Etf (VO) | 0.1 | $6.5M | +2% | 29k | 221.34 | |
| iShares Core MSCI EAFE ETF Etf (IEFA) | 0.1 | $6.5M | 90k | 72.04 | ||
| SYSCO Corporation (SYY) | 0.1 | $6.3M | -68% | 81k | 78.74 | |
| Boeing Company (BA) | 0.1 | $6.3M | -3% | 25k | 254.71 | |
| Broadmark Rlty Cap (BRMK) | 0.1 | $6.1M | 587k | 10.46 | ||
| EOG Resources (EOG) | 0.1 | $6.0M | -12% | 83k | 72.53 | |
| NetEase (NTES) | 0.1 | $5.9M | 57k | 103.26 | ||
| Ecolab (ECL) | 0.1 | $5.9M | -2% | 28k | 214.07 | |
| Vanguard Information Technolog Etf (VGT) | 0.1 | $5.9M | -6% | 16k | 358.50 | |
| iShares MSCI KLD 400 Social ET Etf (DSI) | 0.1 | $5.8M | +20% | 76k | 76.36 | |
| Vanguard Scottsdale Fds Int-term Gov Etf (VGIT) | 0.1 | $5.7M | +3% | 85k | 67.22 | |
| Vanguard Real Estate ETF Etf (VNQ) | 0.1 | $5.7M | -3% | 62k | 91.86 | |
| Health Care Select Sector SPDR Etf (XLV) | 0.1 | $5.4M | -15% | 46k | 116.74 | |
| Chubb (CB) | 0.1 | $5.3M | -41% | 33k | 157.98 | |
| Texas Pacific Land Corp (TPL) | 0.1 | $5.1M | 3.2k | 1589.36 | ||
| Technology Select Sector SPDR Etf (XLK) | 0.1 | $4.9M | -6% | 37k | 132.80 | |
| Morgan Stanley (MS) | 0.1 | $4.8M | +90% | 62k | 77.66 | |
| Waste Management (WM) | 0.1 | $4.7M | -2% | 37k | 129.03 | |
| Eli Lilly & Co. (LLY) | 0.1 | $4.6M | 25k | 186.83 | ||
| Qualcomm (QCOM) | 0.1 | $4.6M | 35k | 132.59 | ||
| iShares S&P 100 ETF Etf (OEF) | 0.1 | $4.6M | 25k | 179.82 | ||
| T. Rowe Price (TROW) | 0.1 | $4.5M | 27k | 171.60 | ||
| Central Fund Canada Etf (CEF) | 0.1 | $4.5M | 261k | 17.37 | ||
| Gilead Sciences (GILD) | 0.1 | $4.4M | -6% | 69k | 64.63 | |
| Grayscale Bitcoin Ord (GBTC) | 0.1 | $4.4M | 89k | 50.04 | ||
| Molecular Templates (MTEM) | 0.1 | $4.4M | +14% | 345k | 12.62 | |
| Illinois Tool Works (ITW) | 0.1 | $4.3M | 19k | 221.53 | ||
| State Street Corporation (STT) | 0.1 | $4.3M | 51k | 84.01 | ||
| Colgate-Palmolive Company (CL) | 0.1 | $4.2M | -7% | 53k | 78.83 | |
| Vanguard Short-Term Bond Index Etf (BSV) | 0.1 | $4.1M | -6% | 50k | 82.19 | |
| Progressive Corporation (PGR) | 0.1 | $4.1M | 43k | 95.61 | ||
| Vanguard Value Index Fund Etf (VTV) | 0.1 | $4.1M | 31k | 131.45 | ||
| Domino's Pizza (DPZ) | 0.1 | $4.0M | 11k | 367.83 | ||
| Te Connectivity Ltd for (TEL) | 0.1 | $3.9M | 30k | 129.10 | ||
| Cdk Global Inc equities (CDK) | 0.1 | $3.9M | 72k | 54.03 | ||
| Texas Instruments Incorporated (TXN) | 0.1 | $3.8M | 20k | 188.97 | ||
| Delta Air Lines (DAL) | 0.1 | $3.8M | -3% | 79k | 48.28 | |
| Vanguard Intermediate-Term Bon Etf (BIV) | 0.1 | $3.8M | -12% | 43k | 88.80 | |
| Musclepharm Corp New Com equity (MSLP) | 0.1 | $3.6M | 3.6M | 1.00 | ||
| Netflix (NFLX) | 0.1 | $3.6M | +2% | 7.0k | 521.72 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $3.6M | +8% | 17k | 214.88 | |
| iShares Russell 2000 Growth ET Etf (IWO) | 0.0 | $3.5M | -7% | 12k | 300.75 | |
| iShares Core U.S. Aggregate Bo Etf (AGG) | 0.0 | $3.5M | +3% | 31k | 113.82 | |
| Oracle Corporation (ORCL) | 0.0 | $3.5M | -8% | 49k | 70.17 | |
| Paypal Holdings (PYPL) | 0.0 | $3.4M | +3% | 14k | 242.84 | |
| Fidelity MSCI Information Tech Etf (FTEC) | 0.0 | $3.4M | -4% | 32k | 105.86 | |
| Dell Technologies (DELL) | 0.0 | $3.3M | +24% | 38k | 88.15 | |
| NVIDIA Corporation (NVDA) | 0.0 | $3.3M | -7% | 6.2k | 534.01 | |
| Insulet Corporation (PODD) | 0.0 | $3.3M | NEW | 13k | 260.93 | |
| Wheaton Precious Metals Corp (WPM) | 0.0 | $3.2M | 85k | 38.21 | ||
| General Electric Company (GE) | 0.0 | $3.2M | 246k | 13.13 | ||
| Theratechnologies (THTX) | 0.0 | $3.2M | 831k | 3.86 | ||
| American Express Company (AXP) | 0.0 | $3.2M | -2% | 23k | 141.45 | |
| Target Corporation (TGT) | 0.0 | $3.2M | 16k | 198.08 | ||
| Thermo Fisher Scientific (TMO) | 0.0 | $3.2M | 7.0k | 456.33 | ||
| Vanguard FTSE Europe ETF Etf (VGK) | 0.0 | $3.2M | -8% | 50k | 63.00 | |
| iShares Latin America 40 ETF Etf (ILF) | 0.0 | $3.2M | NEW | 114k | 27.61 | |
| Sprott Physical Gold Tr Etf (PHYS) | 0.0 | $3.1M | 233k | 13.41 | ||
| Energy Select Sector SPDR Fund Etf (XLE) | 0.0 | $3.1M | -4% | 63k | 49.05 | |
| Consumer Discretionary Select Etf (XLY) | 0.0 | $3.1M | 13k | 239.70 | ||
| Intuitive Surgical (ISRG) | 0.0 | $3.0M | -3% | 4.0k | 738.91 | |
| SPDR S&P Dividend ETF Etf (SDY) | 0.0 | $3.0M | 25k | 118.02 | ||
| Vanguard Small-Cap Value Index Etf (VBR) | 0.0 | $2.9M | +626% | 18k | 165.62 | |
| iShares Russell 3000 ETF Etf (IWV) | 0.0 | $2.9M | 12k | 237.21 | ||
| Vanguard Health Care Index Fun Etf (VHT) | 0.0 | $2.9M | -37% | 13k | 228.75 | |
| SPDR Bloomberg Barclays 1-3 Mo Etf (BIL) | 0.0 | $2.9M | -45% | 31k | 91.48 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.0 | $2.8M | +5% | 25k | 111.90 | |
| Utilities Select Sector SPDR F Etf (XLU) | 0.0 | $2.8M | -23% | 43k | 64.02 | |
| Synchrony Financial (SYF) | 0.0 | $2.6M | +3% | 64k | 40.66 | |
| Taiwan Semiconductor Mfg (TSM) | 0.0 | $2.6M | +19% | 22k | 118.29 | |
| Zimmer Holdings (ZBH) | 0.0 | $2.6M | 16k | 160.05 | ||
| PNC Financial Services (PNC) | 0.0 | $2.6M | +2% | 15k | 175.40 | |
| Invesco S&P 500 Equal Weight E Etf (RSP) | 0.0 | $2.5M | -19% | 18k | 141.66 | |
| iShares Russell 1000 ETF Etf (IWB) | 0.0 | $2.5M | +4% | 11k | 223.83 | |
| Citigroup (C) | 0.0 | $2.4M | +4% | 34k | 72.76 | |
| iShares Global Materials ETF Etf (MXI) | 0.0 | $2.4M | -3% | 28k | 86.77 | |
| Cdw (CDW) | 0.0 | $2.4M | -2% | 15k | 165.74 | |
| Tencent Holdings Ltd - (TCEHY) | 0.0 | $2.4M | +15% | 31k | 78.46 | |
| Lowe's Companies (LOW) | 0.0 | $2.4M | -2% | 13k | 190.15 | |
| Hologic (HOLX) | 0.0 | $2.4M | -4% | 32k | 74.37 | |
| Dominion Resources (D) | 0.0 | $2.4M | -76% | 32k | 75.95 | |
| Dover Corporation (DOV) | 0.0 | $2.4M | 17k | 137.12 | ||
| iShares S&P 500 Growth ETF Etf (IVW) | 0.0 | $2.3M | -3% | 36k | 65.11 | |
| Goldman Sachs (GS) | 0.0 | $2.3M | 7.0k | 327.02 | ||
| iShares MSCI China ETF Etf (MCHI) | 0.0 | $2.3M | -50% | 28k | 81.71 | |
| iShares 1-3 Year Treasury Bond Etf (SHY) | 0.0 | $2.3M | -32% | 26k | 86.25 | |
| Capital One Financial (COF) | 0.0 | $2.2M | -5% | 18k | 127.26 | |
| Key (KEY) | 0.0 | $2.2M | +3% | 112k | 19.96 | |
| iShares COMEX Gold Trust Etf | 0.0 | $2.2M | +14% | 136k | 16.27 | |
| Cummins (CMI) | 0.0 | $2.2M | -2% | 8.4k | 259.06 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $2.2M | 6.7k | 323.58 | ||
| Illumina (ILMN) | 0.0 | $2.1M | 5.6k | 384.12 | ||
| Hca Holdings (HCA) | 0.0 | $2.1M | +42% | 11k | 188.31 | |
| Jd.Com Adr (JD) | 0.0 | $2.1M | -5% | 25k | 84.32 | |
| Vanguard Total Bond Market Ind Etf (BND) | 0.0 | $2.1M | +3% | 24k | 84.73 | |
| Vanguard Growth Index Fund Etf (VUG) | 0.0 | $2.0M | +8% | 7.8k | 257.06 | |
| General Mills (GIS) | 0.0 | $2.0M | -6% | 33k | 61.33 | |
| Fidelity Limited Term Bond ETF Etf (FLTB) | 0.0 | $2.0M | NEW | 38k | 52.28 | |
| Duke Energy (DUK) | 0.0 | $2.0M | 21k | 96.55 | ||
| Booking Holdings (BKNG) | 0.0 | $1.9M | 831.00 | 2329.68 | ||
| Roper Industries (ROP) | 0.0 | $1.9M | 4.8k | 403.34 | ||
| Church & Dwight (CHD) | 0.0 | $1.9M | 22k | 87.35 | ||
| Concert Pharmaceuticals I equity (CNCE) | 0.0 | $1.9M | 381k | 4.99 | ||
| Sprott Physical Silver TR Etf (PSLV) | 0.0 | $1.9M | 216k | 8.78 | ||
| Fidelity MSCI Health Care Inde Etf (FHLC) | 0.0 | $1.9M | 32k | 58.97 | ||
| Philip Morris International (PM) | 0.0 | $1.9M | -5% | 21k | 88.75 | |
| Cigna Corp (CI) | 0.0 | $1.9M | +2% | 7.7k | 241.69 | |
Past Filings by Boston Private Wealth
SEC 13F filings are viewable for Boston Private Wealth going back to 2014
- Boston Private Wealth 2021 Q1 filed May 11, 2021
- Boston Private Wealth 2020 Q4 filed Feb. 10, 2021
- Boston Private Wealth 2020 Q3 filed Nov. 10, 2020
- Boston Private Wealth 2020 Q2 filed Aug. 5, 2020
- Boston Private Wealth 2020 Q1 filed May 11, 2020
- Boston Private Wealth 2019 Q4 filed Feb. 13, 2020
- Boston Private Wealth 2019 Q3 filed Nov. 1, 2019
- Boston Private Wealth 2019 Q2 filed July 10, 2019
- Boston Private Wealth 2019 Q1 filed May 14, 2019
- Boston Private Wealth 2018 Q4 filed Feb. 14, 2019
- Boston Private Wealth 2018 Q3 filed Nov. 13, 2018
- Boston Private Wealth 2018 Q2 filed Aug. 14, 2018
- Boston Private Wealth 2018 Q1 filed May 11, 2018
- Boston Private Wealth 2017 Q4 filed Feb. 13, 2018
- Boston Private Wealth 2017 Q3 filed Nov. 13, 2017
- Boston Private Wealth 2017 Q2 filed Aug. 4, 2017