Bp Wealth Management
Latest statistics and disclosures from Boston Private Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SGOV, ITOT, IWF, JPST, ICSH, and represent 27.58% of Boston Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: PRI (+$20M), PFF (+$11M), IVV (+$11M), CGNX (+$11M), NFLX (+$8.9M), IWN (+$7.2M), AAPL (+$7.1M), NVDA, VO, AMZN.
- Started 87 new stock positions in MSCI, SOFI, VPL, COVTY, Dimensional Etf Trust, TTNDY, AMKR, TRTN, ACGBY, ATKR.
- Reduced shares in these 10 stocks: SGOV (-$47M), CARS (-$36M), ITOT (-$22M), IWF (-$20M), SPY (-$13M), ICSH (-$9.2M), LVS (-$8.0M), GPI (-$7.7M), JPM (-$7.6M), MSLP (-$7.2M).
- Sold out of its positions in AEG, Alexion Pharmaceuticals, AB, Angiosoma, NGLOY, APOG, APAM, AVVIY, BNPQY, BBDO.
- Boston Private Wealth was a net seller of stock by $-71M.
- Boston Private Wealth has $7.8B in assets under management (AUM), dropping by -1.14%.
- 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 September 2021 quarterly 13F filing
Boston Private Wealth has 1004 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Boston Private Wealth Sept. 30, 2021 positions
- Download the Boston Private Wealth September 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) | 6.0 | $464M | -9% | 4.6M | 100.02 | |
| iShares Core S&P Total U.S. St Etf (ITOT) | 5.8 | $453M | -4% | 4.6M | 98.38 | |
| iShares Russell 1000 Growth ET Etf (IWF) | 5.5 | $425M | -4% | 1.6M | 274.03 | |
| J P Morgan Ultra Short Incm Etf Etf (JPST) | 5.2 | $405M | 8.0M | 50.72 | ||
| Ishares Tr Ultr Sh Trm Bd Etf (ICSH) | 5.1 | $401M | -2% | 7.9M | 50.51 | |
| iShares Core S&P 500 ETF Etf (IVV) | 4.9 | $381M | +3% | 885k | 430.82 | |
| Apple (AAPL) | 4.4 | $343M | +2% | 2.4M | 141.50 | |
| Spdr S&P 500 Etf Etf (SPY) | 3.7 | $284M | -4% | 663k | 429.14 | |
| Microsoft Corporation (MSFT) | 2.8 | $220M | 780k | 281.92 | ||
| SPDR Portfolio S&P 500 Value E Etf (SPYV) | 2.0 | $157M | 4.0M | 39.00 | ||
| iShares S&P MidCap Fund Etf (IJH) | 1.7 | $132M | 502k | 263.06 | ||
| Berkshire Hathaway (BRK.A) | 1.4 | $107M | 259.00 | 411378.38 | ||
| iShares Preferred and Income S Etf (PFF) | 1.3 | $99M | +12% | 2.5M | 38.81 | |
| Amazon (AMZN) | 1.2 | $92M | +4% | 28k | 3285.07 | |
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| JPMorgan Chase & Co. (JPM) | 1.0 | $81M | -8% | 495k | 163.69 | |
| Accenture (ACN) | 0.9 | $74M | -6% | 231k | 319.92 | |
| Home Depot (HD) | 0.9 | $73M | 223k | 328.26 | ||
| Alphabet Inc Class C cs (GOOG) | 0.9 | $67M | +3% | 25k | 2665.25 | |
| Blackstone Group Inc Com Cl A (BX) | 0.8 | $65M | +2% | 560k | 116.34 | |
| Abbott Laboratories (ABT) | 0.7 | $58M | -2% | 492k | 118.13 | |
| Nextera Energy (NEE) | 0.7 | $53M | 669k | 78.52 | ||
| Abbvie (ABBV) | 0.6 | $50M | 462k | 107.87 | ||
| Vanguard Total Stock Market In Etf (VTI) | 0.6 | $49M | -5% | 220k | 222.06 | |
| Procter & Gamble Company (PG) | 0.6 | $48M | 344k | 139.80 | ||
| Visa (V) | 0.6 | $47M | 211k | 222.75 | ||
| Alphabet Inc Class A cs (GOOGL) | 0.6 | $45M | +3% | 17k | 2673.58 | |
| Walt Disney Company (DIS) | 0.6 | $44M | 262k | 169.17 | ||
| Johnson & Johnson (JNJ) | 0.6 | $44M | -2% | 271k | 161.50 | |
| Union Pacific Corporation (UNP) | 0.6 | $44M | +5% | 222k | 196.01 | |
| Honeywell International (HON) | 0.6 | $43M | 203k | 212.28 | ||
| Medtronic (MDT) | 0.5 | $37M | 294k | 125.35 | ||
| Anthem (ANTM) | 0.5 | $36M | 98k | 372.80 | ||
| Merck & Co (MRK) | 0.5 | $36M | 478k | 75.11 | ||
| Marsh & McLennan Companies (MMC) | 0.4 | $35M | 228k | 151.43 | ||
| L3harris Technologies (LHX) | 0.4 | $34M | 156k | 220.24 | ||
| Danaher Corporation (DHR) | 0.4 | $34M | -15% | 113k | 304.44 | |
| Broadcom (AVGO) | 0.4 | $34M | 70k | 484.93 | ||
| Cisco Systems (CSCO) | 0.4 | $33M | 613k | 54.43 | ||
| International Business Machines (IBM) | 0.4 | $33M | +3% | 238k | 138.93 | |
| iShares S&P Small-Cap Fund Etf (IJR) | 0.4 | $33M | +4% | 302k | 109.19 | |
| Broadridge Financial Solutions (BR) | 0.4 | $33M | 195k | 166.64 | ||
| Facebook Inc cl a (FB) | 0.4 | $32M | 96k | 339.38 | ||
| Comcast Corporation (CMCSA) | 0.4 | $32M | 567k | 55.93 | ||
| Intercontinental Exchange (ICE) | 0.4 | $32M | 275k | 114.82 | ||
| United Rentals (URI) | 0.4 | $31M | +3% | 89k | 350.92 | |
| Pepsi (PEP) | 0.4 | $31M | 206k | 150.41 | ||
| Vanguard Small-Cap Index Fund Etf (VB) | 0.4 | $30M | +7% | 138k | 218.67 | |
| iShares MSCI Intl Quality Fact Etf (IQLT) | 0.4 | $29M | +6% | 773k | 37.88 | |
| Costco Wholesale Corporation (COST) | 0.4 | $29M | 64k | 449.35 | ||
| Analog Devices (ADI) | 0.4 | $28M | +4% | 164k | 167.48 | |
| Equinix (EQIX) | 0.4 | $27M | 35k | 790.11 | ||
| iShares MSCI USA Quality Facto Etf (QUAL) | 0.3 | $27M | +3% | 206k | 131.73 | |
| iShares Russell 2000 ETF Etf (IWM) | 0.3 | $27M | -7% | 123k | 218.75 | |
| Air Products & Chemicals (APD) | 0.3 | $27M | 104k | 256.11 | ||
| salesforce (CRM) | 0.3 | $26M | 97k | 271.22 | ||
| Adobe Systems Incorporated (ADBE) | 0.3 | $26M | 46k | 575.71 | ||
| Vanguard Dividend Appreciation Etf (VIG) | 0.3 | $26M | 170k | 153.60 | ||
| eBay (EBAY) | 0.3 | $26M | +4% | 372k | 69.67 | |
| Vanguard S&P 500 ETF Etf (VOO) | 0.3 | $25M | -4% | 63k | 394.40 | |
| Bank of New York Mellon Corporation (BK) | 0.3 | $24M | 466k | 51.84 | ||
| iShares Exponential Technologi Etf (XT) | 0.3 | $24M | +3% | 383k | 62.74 | |
| Pool Corporation (POOL) | 0.3 | $23M | 53k | 434.40 | ||
| American Tower Reit (AMT) | 0.3 | $23M | +2% | 87k | 265.41 | |
| Stryker Corporation (SYK) | 0.3 | $23M | 87k | 263.72 | ||
| BlackRock (BLK) | 0.3 | $23M | 27k | 838.66 | ||
| UnitedHealth (UNH) | 0.3 | $23M | +2% | 59k | 390.73 | |
| Cdw (CDW) | 0.3 | $23M | +6% | 126k | 182.02 | |
| IDEX Corporation (IEX) | 0.3 | $22M | 106k | 206.95 | ||
| iShares MSCI United Kingdom ET Etf (EWU) | 0.3 | $22M | +3% | 667k | 32.25 | |
| Valero Energy Corporation (VLO) | 0.3 | $21M | 292k | 70.57 | ||
| iShares MSCI EAFE ETF Etf (EFA) | 0.3 | $20M | -4% | 258k | 78.01 | |
| Automatic Data Processing (ADP) | 0.3 | $20M | -9% | 100k | 199.92 | |
| iShares MSCI ACWI ex US Index Etf (ACWX) | 0.3 | $20M | +4% | 361k | 55.41 | |
| Primerica (PRI) | 0.3 | $20M | NEW | 130k | 153.63 | |
| Huntington Ingalls Inds (HII) | 0.3 | $20M | +5% | 102k | 193.06 | |
| SPDR S&P MidCap 400 ETF Etf (MDY) | 0.2 | $19M | 40k | 480.86 | ||
| Pfizer (PFE) | 0.2 | $19M | 441k | 43.01 | ||
| iShares Russell 2000 Value ETF Etf (IWN) | 0.2 | $19M | +61% | 118k | 160.23 | |
| CoStar (CSGP) | 0.2 | $19M | 219k | 86.06 | ||
| Mondelez Int (MDLZ) | 0.2 | $19M | +6% | 322k | 58.18 | |
| Iqvia Holdings (IQV) | 0.2 | $19M | 78k | 239.54 | ||
| Global Payments (GPN) | 0.2 | $18M | +22% | 116k | 157.58 | |
| FlexShares Global Upstream Nat Etf (GUNR) | 0.2 | $18M | +12% | 490k | 36.60 | |
| Bio-techne Corporation (TECH) | 0.2 | $18M | 37k | 484.57 | ||
| Paypal Holdings (PYPL) | 0.2 | $18M | +11% | 68k | 260.21 | |
| Intel Corporation (INTC) | 0.2 | $17M | 323k | 53.28 | ||
| Alibaba Group Holding (BABA) | 0.2 | $17M | -24% | 116k | 148.05 | |
| SPDR Dow Jones Global Real Est Etf (RWO) | 0.2 | $17M | +8% | 332k | 51.06 | |
| iShares Core MSCI Emerging Mar Etf (IEMG) | 0.2 | $17M | +7% | 274k | 61.76 | |
| Berkshire Hathaway (BRK.B) | 0.2 | $16M | 60k | 272.93 | ||
| Tyler Technologies (TYL) | 0.2 | $16M | 36k | 458.64 | ||
| Invesco China Technology ETF Etf (CQQQ) | 0.2 | $16M | +8% | 246k | 65.78 | |
| Vanguard Total World Stock Ind Etf (VT) | 0.2 | $16M | 156k | 101.83 | ||
| Estee Lauder Companies (EL) | 0.2 | $16M | 53k | 299.94 | ||
| Charles Schwab Corporation (SCHW) | 0.2 | $15M | 208k | 72.84 | ||
| McDonald's Corporation (MCD) | 0.2 | $15M | +2% | 63k | 241.12 | |
| Trex Company (TREX) | 0.2 | $15M | -3% | 148k | 101.93 | |
| Keysight Technologies (KEYS) | 0.2 | $15M | 90k | 164.29 | ||
| iShares Intermediate Governmen Etf (GVI) | 0.2 | $15M | 126k | 115.13 | ||
| Vanguard FTSE All-World ex-US Etf (VSS) | 0.2 | $14M | +4% | 107k | 133.69 | |
| Vanguard FTSE Emerging Markets Etf (VWO) | 0.2 | $14M | -18% | 274k | 50.01 | |
| TJX Companies (TJX) | 0.2 | $14M | +2% | 205k | 65.98 | |
| Starbucks Corporation (SBUX) | 0.2 | $14M | -25% | 122k | 110.31 | |
| Electronic Arts (EA) | 0.2 | $13M | 93k | 142.24 | ||
| Netflix (NFLX) | 0.2 | $13M | +217% | 21k | 610.36 | |
| SPDR Nuveen Bloomberg Barclays Etf (HYMB) | 0.2 | $13M | +5% | 216k | 59.95 | |
| Cognex Corporation (CGNX) | 0.2 | $12M | +679% | 150k | 80.22 | |
| PIMCO Enhanced Short Maturity Etf (MINT) | 0.2 | $12M | -12% | 118k | 101.93 | |
| Vanguard Mid-Cap Index Fund Etf (VO) | 0.2 | $12M | +54% | 49k | 236.75 | |
| Arista Networks (ANET) | 0.1 | $12M | 34k | 343.63 | ||
| iShares MSCI EAFE Small-Cap ET Etf (SCZ) | 0.1 | $11M | -16% | 152k | 74.41 | |
| Amgen (AMGN) | 0.1 | $11M | 53k | 212.64 | ||
| iShares TIPS Bond ETF Etf (TIP) | 0.1 | $11M | +6% | 88k | 127.69 | |
| Wal-Mart Stores (WMT) | 0.1 | $11M | 77k | 139.37 | ||
| Tesla Motors (TSLA) | 0.1 | $11M | +6% | 14k | 775.46 | |
| Cerner Corporation (CERN) | 0.1 | $10M | 144k | 70.52 | ||
| Exxon Mobil Corporation (XOM) | 0.1 | $10M | +8% | 169k | 58.82 | |
| Martin Marietta Materials (MLM) | 0.1 | $9.6M | 28k | 341.68 | ||
| PPG Industries (PPG) | 0.1 | $9.5M | 67k | 143.01 | ||
| iShares iBoxx $ Investment Gra Etf (LQD) | 0.1 | $9.2M | +7% | 69k | 133.03 | |
| CVS Caremark Corporation (CVS) | 0.1 | $8.9M | -2% | 105k | 84.86 | |
| Dell Technologies (DELL) | 0.1 | $8.9M | +7% | 85k | 104.04 | |
| iShares MSCI Emerging Markets Etf (EEM) | 0.1 | $8.8M | 175k | 50.38 | ||
| Nike (NKE) | 0.1 | $8.8M | +2% | 60k | 145.22 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $8.7M | -2% | 101k | 85.95 | |
| iShares 1-5 Year Investment Gr Etf (IGSB) | 0.1 | $8.7M | +51% | 159k | 54.64 | |
| Cme (CME) | 0.1 | $8.6M | 44k | 193.38 | ||
| Vanguard Scottsdale Fds Vng Rus1000grw Etf (VONG) | 0.1 | $8.4M | 119k | 70.47 | ||
| Vanguard Real Estate ETF Etf (VNQ) | 0.1 | $8.2M | +5% | 81k | 101.78 | |
| MasterCard Incorporated (MA) | 0.1 | $8.2M | +5% | 24k | 347.68 | |
| Ameriprise Financial (AMP) | 0.1 | $7.9M | +4% | 30k | 264.11 | |
| Chevron Corporation (CVX) | 0.1 | $7.9M | +3% | 78k | 101.46 | |
| iShares iBoxx $ High Yield Cor Etf (HYG) | 0.1 | $7.8M | +3% | 89k | 87.49 | |
| iShares Russell 1000 Value ETF Etf (IWD) | 0.1 | $7.8M | -21% | 50k | 156.49 | |
| Microchip Technology (MCHP) | 0.1 | $7.7M | 50k | 153.50 | ||
| Bristol Myers Squibb (BMY) | 0.1 | $7.6M | -2% | 128k | 59.17 | |
| EOG Resources (EOG) | 0.1 | $7.6M | +2% | 94k | 80.27 | |
| iShares PHLX SOX Semiconductor Etf (SOXX) | 0.1 | $7.5M | +83% | 17k | 445.88 | |
| Verizon Communications (VZ) | 0.1 | $7.3M | -6% | 136k | 54.01 | |
| Bank of America Corporation (BAC) | 0.1 | $7.2M | -7% | 170k | 42.45 | |
| Vanguard FTSE Developed Market Etf (VEA) | 0.1 | $7.1M | -7% | 140k | 50.49 | |
| Invesco QQQ Trust Etf (QQQ) | 0.1 | $7.1M | -41% | 20k | 357.97 | |
| United Parcel Service (UPS) | 0.1 | $7.1M | -6% | 39k | 182.09 | |
| iShares Select Dividend ETF Etf (DVY) | 0.1 | $6.9M | 60k | 114.71 | ||
| Coca-Cola Company (KO) | 0.1 | $6.8M | 129k | 52.47 | ||
| Skyworks Solutions (SWKS) | 0.1 | $6.6M | 40k | 164.78 | ||
| Vanguard Information Technolog Etf (VGT) | 0.1 | $6.5M | 16k | 401.32 | ||
| SPDR Gold Shares Etf (GLD) | 0.1 | $6.4M | 39k | 164.21 | ||
| Vanguard Scottsdale Fds Int-term Gov Etf (VGIT) | 0.1 | $6.2M | 92k | 67.54 | ||
| iShares Core MSCI EAFE ETF Etf (IEFA) | 0.1 | $6.2M | 83k | 74.24 | ||
| Morgan Stanley (MS) | 0.1 | $6.1M | 63k | 97.31 | ||
| NVIDIA Corporation (NVDA) | 0.1 | $6.1M | +343% | 30k | 207.14 | |
| 3M Company (MMM) | 0.1 | $6.1M | -2% | 35k | 175.41 | |
| At&t (T) | 0.1 | $6.0M | -8% | 222k | 27.01 | |
| iShares MSCI KLD 400 Social ET Etf (DSI) | 0.1 | $5.9M | 70k | 83.22 | ||
| Broadmark Rlty Cap (BRMK) | 0.1 | $5.8M | 587k | 9.86 | ||
| Fidelity National Information Services (FIS) | 0.1 | $5.8M | -26% | 47k | 121.68 | |
| Ecolab (ECL) | 0.1 | $5.8M | -5% | 28k | 208.63 | |
| Waste Management (WM) | 0.1 | $5.7M | +2% | 38k | 149.35 | |
| Technology Select Sector SPDR Etf (XLK) | 0.1 | $5.6M | +3% | 37k | 149.33 | |
| T. Rowe Price (TROW) | 0.1 | $5.3M | 27k | 196.70 | ||
| NetEase (NTES) | 0.1 | $5.0M | 59k | 85.40 | ||
| Eli Lilly & Co. (LLY) | 0.1 | $5.0M | -7% | 22k | 231.06 | |
| Invesco S&P 500 Equal Weight E Etf (RSP) | 0.1 | $4.9M | -3% | 33k | 149.80 | |
| SYSCO Corporation (SYY) | 0.1 | $4.8M | -16% | 62k | 78.50 | |
| Central Fund Canada Etf (CEF) | 0.1 | $4.8M | 279k | 17.13 | ||
| Gilead Sciences (GILD) | 0.1 | $4.7M | 68k | 69.85 | ||
| Taiwan Semiconductor Mfg (TSM) | 0.1 | $4.7M | +40% | 42k | 111.65 | |
| Vanguard Short-Term Bond Index Etf (BSV) | 0.1 | $4.7M | -3% | 57k | 81.94 | |
| Qualcomm (QCOM) | 0.1 | $4.6M | +4% | 36k | 128.97 | |
| Chubb (CB) | 0.1 | $4.6M | -9% | 27k | 173.48 | |
| iShares S&P 100 ETF Etf (OEF) | 0.1 | $4.6M | 23k | 197.43 | ||
| Vanguard Value Index Fund Etf (VTV) | 0.1 | $4.4M | +10% | 33k | 135.37 | |
| State Street Corporation (STT) | 0.1 | $4.4M | 52k | 84.72 | ||
| Oracle Corporation (ORCL) | 0.1 | $4.3M | +3% | 50k | 87.13 | |
| Vanguard Small-Cap Value Index Etf (VBR) | 0.1 | $4.3M | -12% | 25k | 169.24 | |
| Domino's Pizza (DPZ) | 0.1 | $4.2M | -10% | 8.9k | 476.97 | |
| Vanguard Growth Index Fund Etf (VUG) | 0.1 | $4.2M | +28% | 15k | 290.17 | |
| Target Corporation (TGT) | 0.1 | $4.2M | +7% | 18k | 228.77 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $4.1M | +7% | 7.2k | 571.28 | |
| Te Connectivity Ltd for (TEL) | 0.1 | $4.1M | 30k | 137.24 | ||
| Intuitive Surgical (ISRG) | 0.1 | $4.0M | +2% | 4.0k | 994.29 | |
| Illinois Tool Works (ITW) | 0.1 | $4.0M | 19k | 206.66 | ||
| Hca Holdings (HCA) | 0.1 | $4.0M | +27% | 16k | 242.69 | |
| American Express Company (AXP) | 0.1 | $3.9M | +9% | 24k | 167.54 | |
| Boeing Company (BA) | 0.1 | $3.9M | -24% | 18k | 219.93 | |
| Progressive Corporation (PGR) | 0.0 | $3.9M | +3% | 43k | 90.39 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $3.8M | -4% | 20k | 192.19 | |
| Texas Pacific Land Corp (TPL) | 0.0 | $3.8M | 3.2k | 1209.43 | ||
| Colgate-Palmolive Company (CL) | 0.0 | $3.8M | 50k | 75.57 | ||
| Vanguard Intermediate-Term Bon Etf (BIV) | 0.0 | $3.7M | -4% | 42k | 89.43 | |
| Vanguard Total Bond Market Ind Etf (BND) | 0.0 | $3.7M | +21% | 43k | 85.45 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $3.6M | -49% | 40k | 88.94 | |
| Synchrony Financial (SYF) | 0.0 | $3.5M | 73k | 48.87 | ||
| Fidelity MSCI Information Tech Etf (FTEC) | 0.0 | $3.5M | 30k | 118.64 | ||
| Tencent Holdings Ltd - (TCEHY) | 0.0 | $3.4M | +35% | 57k | 59.76 | |
| iShares Russell 2000 Growth ET Etf (IWO) | 0.0 | $3.4M | 12k | 293.62 | ||
| Health Care Select Sector SPDR Etf (XLV) | 0.0 | $3.3M | -10% | 26k | 127.28 | |
| Lowe's Companies (LOW) | 0.0 | $3.3M | +17% | 16k | 202.87 | |
| Wheaton Precious Metals Corp (WPM) | 0.0 | $3.2M | 86k | 37.58 | ||
| Energy Select Sector SPDR Fund Etf (XLE) | 0.0 | $3.2M | -6% | 62k | 52.08 | |
| Capital One Financial (COF) | 0.0 | $3.2M | +9% | 20k | 161.95 | |
| Sprott Physical Gold Tr Etf (PHYS) | 0.0 | $3.2M | 233k | 13.80 | ||
| Theratechnologies (THTX) | 0.0 | $3.1M | 831k | 3.75 | ||
| Delta Air Lines (DAL) | 0.0 | $3.1M | -6% | 73k | 42.61 | |
| Vanguard Health Care Index Fun Etf (VHT) | 0.0 | $3.1M | 13k | 247.14 | ||
| iShares Gold Trust Etf (IAU) | 0.0 | $3.0M | 91k | 33.41 | ||
| Cigna Corp (CI) | 0.0 | $3.0M | +19% | 15k | 200.21 | |
| Vanguard FTSE Europe ETF Etf (VGK) | 0.0 | $3.0M | -8% | 46k | 65.62 | |
| Grayscale Bitcoin Ord (GBTC) | 0.0 | $3.0M | -14% | 88k | 33.85 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $3.0M | -4% | 16k | 181.39 | |
| iShares MSCI ACWI Index Fund Etf (ACWI) | 0.0 | $2.9M | +67% | 30k | 99.93 | |
| SPDR S&P Dividend ETF Etf (SDY) | 0.0 | $2.9M | -3% | 25k | 117.53 | |
| Citigroup (C) | 0.0 | $2.9M | +28% | 42k | 70.18 | |
| Toyota Motor Corporation (TM) | 0.0 | $2.9M | +25% | 16k | 177.75 | |
| Dover Corporation (DOV) | 0.0 | $2.8M | 18k | 155.49 | ||
| PNC Financial Services (PNC) | 0.0 | $2.7M | +10% | 14k | 195.61 | |
| iShares Core U.S. Aggregate Bo Etf (AGG) | 0.0 | $2.7M | -3% | 24k | 114.81 | |
| SVB Financial (SIVB) | 0.0 | $2.7M | NEW | 4.2k | 646.96 | |
| Annaly Capital Management (NLY) | 0.0 | $2.7M | +89% | 321k | 8.42 | |
| Utilities Select Sector SPDR F Etf (XLU) | 0.0 | $2.7M | 42k | 63.87 | ||
| iShares Latin America 40 ETF Etf (ILF) | 0.0 | $2.7M | -10% | 101k | 26.54 | |
| General Electric (GE) | 0.0 | $2.6M | NEW | 25k | 103.02 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.0 | $2.6M | +6% | 22k | 120.24 | |
| SPDR Bloomberg Barclays 1-3 Mo Etf (BIL) | 0.0 | $2.6M | 28k | 91.47 | ||
| iShares Russell 1000 ETF Etf (IWB) | 0.0 | $2.5M | -3% | 11k | 241.76 | |
| Goldman Sachs (GS) | 0.0 | $2.5M | -3% | 6.7k | 378.10 | |
| Hologic (HOLX) | 0.0 | $2.4M | 33k | 73.80 | ||
| Intuit (INTU) | 0.0 | $2.4M | +11% | 4.5k | 539.45 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $2.4M | +3% | 6.7k | 360.19 | |
| Sony Corporation (SONY) | 0.0 | $2.4M | +20% | 22k | 110.59 | |
| Bank Of China (BACHY) | 0.0 | $2.3M | +265% | 266k | 8.79 | |
| Invesco Qqq Trust Etf | 0.0 | $2.3M | NEW | 6.5k | 357.90 | |
| Zimmer Holdings (ZBH) | 0.0 | $2.3M | 16k | 146.33 | ||
| Illumina (ILMN) | 0.0 | $2.3M | 5.7k | 405.58 | ||
| Duke Energy (DUK) | 0.0 | $2.3M | +14% | 23k | 97.59 | |
| iShares 0-5 Year High Yield Etf (SHYG) | 0.0 | $2.3M | +10% | 50k | 45.69 | |
| Suncor Energy (SU) | 0.0 | $2.3M | +38% | 109k | 20.75 | |
| Coca-Cola FEMSA, S.A.B. de C.V. (KOF) | 0.0 | $2.2M | +20% | 40k | 56.27 | |
| Hitachi (HTHIY) | 0.0 | $2.2M | +36% | 19k | 118.58 | |
| Consumer Discretionary Select Etf (XLY) | 0.0 | $2.2M | -7% | 12k | 179.49 | |
| iShares 1-3 Year Treasury Bond Etf (SHY) | 0.0 | $2.2M | 26k | 86.16 | ||
| Jd.Com Adr (JD) | 0.0 | $2.2M | +3% | 30k | 72.25 | |
| Oil Company Lukoil PJSC Adr (LUKOY) | 0.0 | $2.2M | +4% | 23k | 94.65 | |
| IDEXX Laboratories (IDXX) | 0.0 | $2.2M | 3.5k | 621.70 | ||
| Fujitsu (FJTSY) | 0.0 | $2.2M | +24% | 60k | 36.30 | |
| Financial Select Sector SPDR F Etf (XLF) | 0.0 | $2.2M | +2% | 58k | 37.51 | |
| Norfolk Southern (NSC) | 0.0 | $2.1M | +62% | 9.0k | 239.31 | |
| Honda Motor (HMC) | 0.0 | $2.1M | 70k | 30.67 | ||
| iShares Global Materials ETF Etf (MXI) | 0.0 | $2.1M | -9% | 25k | 85.17 | |
Past Filings by Boston Private Wealth
SEC 13F filings are viewable for Boston Private Wealth going back to 2014
- Boston Private Wealth 2021 Q3 filed Nov. 9, 2021
- Boston Private Wealth 2021 Q2 filed Aug. 13, 2021
- 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