Boston Family Office

Boston Family Office as of June 30, 2021

Portfolio Holdings for Boston Family Office

Boston Family Office holds 278 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.5 $63M 458k 136.96
Amazon (AMZN) 3.0 $42M 12k 3440.19
Microsoft Corporation (MSFT) 2.9 $40M 149k 270.90
Zebra Technologies Corporation Class A Cl A (ZBRA) 2.8 $40M 75k 529.49
Ansys (ANSS) 2.4 $34M 99k 347.06
SPDR S&P 500 ETF Trust Tr Unit (SPY) 2.4 $33M 78k 428.07
Union Pacific Corporation (UNP) 2.2 $31M 139k 219.93
Iqvia Holdings (IQV) 2.2 $31M 127k 242.32
American Tower Reit (AMT) 2.1 $30M 111k 270.14
Visa Inc. Class A Com Cl A (V) 2.0 $28M 121k 233.82
First Republic Bank/san F (FRCB) 2.0 $28M 150k 187.17
NIKE, Inc. Class B CL B (NKE) 2.0 $27M 178k 154.49
Marsh & McLennan Companies (MMC) 1.8 $26M 183k 140.68
Rockwell Automation (ROK) 1.7 $23M 81k 286.03
Alphabet Inc. Class C Cap Stk Cl C (GOOG) 1.6 $23M 9.2k 2506.35
Ecolab (ECL) 1.6 $22M 108k 205.97
Vanguard Short-Term Bond ETF Short Trm Bond (BSV) 1.5 $21M 260k 82.16
Aptar (ATR) 1.4 $20M 142k 140.84
Berkshire Hathaway Inc. Class B Cl B New (BRK.B) 1.3 $19M 68k 277.92
Thermo Fisher Scientific (TMO) 1.3 $19M 37k 504.46
Air Products & Chemicals (APD) 1.3 $19M 65k 287.68
Roper Industries (ROP) 1.3 $18M 39k 470.20
Automatic Data Processing (ADP) 1.3 $18M 90k 198.62
S&p Global (SPGI) 1.2 $17M 42k 410.45
Johnson & Johnson (JNJ) 1.2 $17M 101k 164.74
Stryker Corporation (SYK) 1.2 $16M 62k 259.73
SPDR S&P Midcap 400 ETF Trust Utser1 S&pdcrp (MDY) 1.1 $16M 32k 491.02
salesforce (CRM) 1.1 $16M 64k 244.27
Nextera Energy (NEE) 1.1 $15M 207k 73.28
TE Connectivity Reg Shs (TEL) 1.0 $15M 108k 135.21
iShares Core S&P Small Cap ETF Core S&p Scp Etf (IJR) 1.0 $14M 128k 112.98
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 1.0 $14M 109k 124.74
Adobe Systems Incorporated (ADBE) 1.0 $14M 23k 585.64
CVS Caremark Corporation (CVS) 0.9 $13M 159k 83.44
McCormick & Company Com Non Vtg (MKC) 0.9 $13M 148k 88.32
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO) 0.9 $13M 240k 54.31
IDEXX Laboratories (IDXX) 0.9 $13M 20k 631.55
Solaredge Technologies (SEDG) 0.9 $13M 45k 276.38
Danaher Corporation (DHR) 0.9 $12M 46k 268.35
Abbott Laboratories (ABT) 0.9 $12M 103k 115.93
Invesco QQQ ETF Unit Ser 1 (QQQ) 0.8 $11M 31k 354.44
Procter & Gamble Company (PG) 0.8 $11M 79k 134.93
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH) 0.7 $10M 168k 61.43
Abbvie (ABBV) 0.7 $9.9M 88k 112.64
JPMorgan Chase & Co. (JPM) 0.7 $9.9M 64k 155.54
SPDR S&P Biotech ETF S&p Biotech (XBI) 0.7 $9.7M 71k 135.39
Pepsi (PEP) 0.7 $9.6M 65k 148.16
Vanguard Short-Term Corporate Bond ETF Shrt Trm Corp Bd (VCSH) 0.7 $9.1M 110k 82.71
Vanguard Short-Term Inflation-Protected Securities ETF Strm Infproidx (VTIP) 0.6 $9.1M 174k 52.41
iShares Floating Rate Bond ETF Fltg Rate Nt Etf (FLOT) 0.6 $8.8M 173k 50.82
Dollar Tree (DLTR) 0.6 $8.8M 88k 99.50
McDonald's Corporation (MCD) 0.6 $8.8M 38k 230.98
Invesco Variable Rate Preferred ETF Var Rate Pfd (VRP) 0.6 $8.7M 332k 26.30
Verizon Communications (VZ) 0.6 $8.2M 147k 56.03
Home Depot (HD) 0.5 $7.2M 23k 318.88
Xylem (XYL) 0.5 $7.2M 60k 119.95
Sherwin-Williams Company (SHW) 0.5 $7.1M 26k 272.45
Vanguard Extended Market ETF Extend Mkt Etf (VXF) 0.5 $6.8M 36k 188.60
LKQ Corporation (LKQ) 0.5 $6.5M 132k 49.22
Vanguard Total Stock Market ETF Total Stk Mkt (VTI) 0.5 $6.4M 29k 222.84
Chevron Corporation (CVX) 0.5 $6.4M 61k 104.73
Becton, Dickinson and (BDX) 0.4 $6.2M 26k 243.20
General Mills (GIS) 0.4 $6.2M 102k 60.93
Lowe's Companies (LOW) 0.4 $6.2M 32k 193.97
Alphabet Inc. Class A Cap Stk Cl A (GOOGL) 0.4 $6.1M 2.5k 2441.73
Neogen Corporation (NEOG) 0.4 $6.0M 129k 46.04
Vanguard Dividend Appreciation ETF Div App Etf (VIG) 0.4 $5.7M 37k 154.80
3M Company (MMM) 0.4 $5.7M 29k 198.65
Lincoln Electric Holdings (LECO) 0.4 $5.6M 43k 131.70
iShares MSCI Emerging Markets ETF Msci Emg Mkt Etf (EEM) 0.4 $5.6M 101k 55.15
Servicenow (NOW) 0.4 $5.3M 9.7k 549.53
Vanguard Total Bond Market ETF Total Bnd Mrkt (BND) 0.4 $5.2M 65k 79.27
Parker-Hannifin Corporation (PH) 0.3 $4.8M 16k 307.08
Merck & Co (MRK) 0.3 $4.6M 59k 77.77
Comcast Corporation Class A Cl A (CMCSA) 0.3 $4.5M 79k 57.02
Walt Disney Company (DIS) 0.3 $4.2M 24k 175.75
Clorox Company (CLX) 0.3 $4.2M 24k 179.89
RPM International (RPM) 0.3 $4.1M 46k 88.68
Intel Corporation (INTC) 0.3 $4.0M 71k 56.14
International Flavors & Fragrances (IFF) 0.3 $3.9M 26k 149.42
Target Corporation (TGT) 0.3 $3.8M 16k 241.75
Stericycle (SRCL) 0.3 $3.8M 53k 71.55
JPMorgan Ultra-Short Municipal Income ETF Ultra Sht Muncpl (JMST) 0.3 $3.7M 73k 51.05
Norfolk Southern (NSC) 0.3 $3.7M 14k 265.40
Vanguard FTSE All-World ex-US ETF Allwrld Ex Us (VEU) 0.3 $3.6M 57k 63.39
Cisco Systems (CSCO) 0.3 $3.6M 68k 53.00
AFLAC Incorporated (AFL) 0.2 $3.5M 64k 53.66
Vanguard FTSE Developed Markets ETF Ftse Dev Mkt Etf (VEA) 0.2 $3.4M 67k 51.52
Waste Management (WM) 0.2 $3.4M 24k 140.13
FedEx Corporation (FDX) 0.2 $3.3M 11k 298.32
Coca-Cola Company (KO) 0.2 $3.3M 62k 54.11
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH) 0.2 $3.3M 12k 268.69
Novo Nordisk A/S Sponsored ADR Class B Adr (NVO) 0.2 $3.2M 39k 83.77
EOG Resources (EOG) 0.2 $3.1M 38k 83.45
Qualcomm (QCOM) 0.2 $3.1M 22k 142.92
Paypal Holdings (PYPL) 0.2 $3.0M 10k 291.50
Vanguard Total International Stock ETF Vg Tl Intl Stk F (VXUS) 0.2 $3.0M 45k 65.68
Middleby Corporation (MIDD) 0.2 $2.9M 17k 173.26
iShares Core S&P 500 ETF Core S&p500 Etf (IVV) 0.2 $2.9M 6.8k 429.85
Costco Wholesale Corporation (COST) 0.2 $2.9M 7.4k 395.64
Pfizer (PFE) 0.2 $2.8M 73k 39.16
Colgate-Palmolive Company (CL) 0.2 $2.7M 33k 81.36
Illinois Tool Works (ITW) 0.2 $2.6M 12k 223.59
Alcon Ord Shs (ALC) 0.2 $2.6M 37k 70.26
Mondelez International, Inc. Class A Cl A (MDLZ) 0.2 $2.5M 41k 62.44
Trane Technologies SHS (TT) 0.2 $2.5M 13k 184.14
Exxon Mobil Corporation (XOM) 0.2 $2.4M 39k 63.08
Hubbell (HUBB) 0.2 $2.3M 13k 186.87
Amgen (AMGN) 0.2 $2.3M 9.3k 243.71
Analog Devices (ADI) 0.2 $2.3M 13k 172.14
American Express Company (AXP) 0.2 $2.2M 14k 165.21
Diageo Spon Adr New (DEO) 0.2 $2.2M 12k 191.69
Philip Morris International (PM) 0.2 $2.2M 22k 99.09
Illumina (ILMN) 0.2 $2.2M 4.6k 473.12
Eli Lilly & Co. (LLY) 0.2 $2.1M 9.3k 229.52
Gilead Sciences (GILD) 0.1 $2.1M 30k 68.87
Welltower Inc Com reit (WELL) 0.1 $2.0M 24k 83.11
iShares Russell 2000 ETF Russell 2000 Etf (IWM) 0.1 $1.9M 8.3k 229.42
Vanguard Intermediate-Term Treasury ETF Inter Term Treas (VGIT) 0.1 $1.9M 28k 67.82
Vanguard Large-Cap ETF Large Cap Etf (VV) 0.1 $1.9M 9.3k 200.78
Oracle Corporation (ORCL) 0.1 $1.9M 24k 77.83
Bristol Myers Squibb (BMY) 0.1 $1.8M 28k 66.83
Dominion Resources (D) 0.1 $1.8M 25k 73.55
Tyler Technologies (TYL) 0.1 $1.8M 4.1k 452.33
Root Com Cl A 0.1 $1.8M 169k 10.82
Square, Inc. Class A Cl A (SQ) 0.1 $1.8M 7.5k 243.84
Cree 0.1 $1.8M 19k 97.92
Altria (MO) 0.1 $1.8M 37k 47.69
Weyerhaeuser Company Com New (WY) 0.1 $1.8M 51k 34.42
Thor Industries (THO) 0.1 $1.7M 15k 113.00
VanEck Vectors Morningstar Wide Moat ETF Morningstar Wide (MOAT) 0.1 $1.7M 23k 74.08
Corning Incorporated (GLW) 0.1 $1.7M 41k 40.90
Seagate Technology Holdings SHS (STX) 0.1 $1.7M 19k 87.95
iShares Russell Midcap ETF Rus Mid Cap Etf (IWR) 0.1 $1.6M 21k 79.22
Teradyne (TER) 0.1 $1.6M 12k 133.98
Novartis Sponsored Adr (NVS) 0.1 $1.6M 17k 91.21
Crispr Therapeutics Namen Akt (CRSP) 0.1 $1.5M 9.6k 161.88
Facebook, Inc. Class A Cl A (META) 0.1 $1.5M 4.4k 347.75
Hologic (HOLX) 0.1 $1.5M 23k 66.72
Dentsply Sirona (XRAY) 0.1 $1.4M 23k 63.26
iShares S&P 500 Growth ETF S&p 500 Grwt Etf (IVW) 0.1 $1.4M 20k 72.74
iShares Russell 2000 Growth ETF Rus 2000 Grw Etf (IWO) 0.1 $1.4M 4.5k 311.70
Honeywell International (HON) 0.1 $1.4M 6.4k 219.30
Vanguard Real Estate ETF Real Estate Etf (VNQ) 0.1 $1.4M 13k 101.80
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO) 0.1 $1.3M 3.4k 393.63
Accenture Plc Class A Shs Class A (ACN) 0.1 $1.3M 4.5k 294.81
stock 0.1 $1.3M 8.9k 144.54
WisdomTree Emerging Markets SmallCap Dividend ETF Emg Mkts Smcap (DGS) 0.1 $1.3M 24k 54.49
Ss&c Technologies Holding (SSNC) 0.1 $1.3M 18k 72.08
Medtronic SHS (MDT) 0.1 $1.3M 10k 124.17
Berkshire Hathaway Inc. Class A Cl A (BRK.A) 0.1 $1.3M 3.00 418666.67
Kimberly-Clark Corporation (KMB) 0.1 $1.2M 9.3k 133.81
UnitedHealth (UNH) 0.1 $1.2M 3.1k 400.32
Kellogg Company (K) 0.1 $1.2M 19k 64.33
Vanguard Mid-Cap ETF Mid Cap Etf (VO) 0.1 $1.2M 4.9k 237.25
Kinder Morgan (KMI) 0.1 $1.1M 62k 18.24
iShares U.S. Technology ETF U.s. Tech Etf (IYW) 0.1 $1.1M 11k 99.38
Stanley Black & Decker (SWK) 0.1 $1.1M 5.3k 205.05
International Business Machines (IBM) 0.1 $1.1M 7.2k 146.56
Fidelity National Information Services (FIS) 0.1 $1.0M 7.1k 141.73
Intuit (INTU) 0.1 $982k 2.0k 490.02
Steris Shs Usd (STE) 0.1 $975k 4.7k 206.35
Starwood Property Trust (STWD) 0.1 $967k 37k 26.16
Emerson Electric (EMR) 0.1 $951k 9.9k 96.25
Skyworks Solutions (SWKS) 0.1 $945k 4.9k 191.68
Raytheon Technologies Corp (RTX) 0.1 $929k 11k 85.32
Wal-Mart Stores (WMT) 0.1 $926k 6.6k 140.97
Teladoc (TDOC) 0.1 $918k 5.5k 166.30
VanEck Vectors Morningstar International Moat ETF Morningstar Intl (MOTI) 0.1 $879k 25k 35.87
iShares Expanded Tech Sector ETF Expnd Tec Sc Etf (IGM) 0.1 $808k 2.0k 404.00
iShares S&P 500 Value ETF S&p 500 Val Etf (IVE) 0.1 $802k 5.4k 147.56
At&t (T) 0.1 $787k 27k 28.79
iShares Gold Trust Ishares New (IAU) 0.1 $785k 23k 33.73
Northern Trust Corporation (NTRS) 0.1 $778k 6.7k 115.62
Relay Therapeutics (RLAY) 0.1 $773k 21k 36.60
Bank of New York Mellon Corporation (BK) 0.1 $761k 15k 51.26
Microchip Technology (MCHP) 0.1 $737k 4.9k 149.77
PNC Financial Services (PNC) 0.1 $734k 3.9k 190.65
Avery Dennison Corporation (AVY) 0.1 $717k 3.4k 210.26
Baxter International 0.0 $674k 8.4k 80.54
Applied Materials (AMAT) 0.0 $669k 4.7k 142.34
Texas Instruments Incorporated (TXN) 0.0 $663k 3.4k 192.29
Starbucks Corporation (SBUX) 0.0 $662k 5.9k 111.75
Allegion Ord Shs (ALLE) 0.0 $659k 4.7k 139.38
Church & Dwight (CHD) 0.0 $657k 7.7k 85.23
Align Technology (ALGN) 0.0 $655k 1.1k 611.01
iShares 1-5 Year Investment Grade Corporate Bond ETF Ishs 1-5yr Invs (IGSB) 0.0 $649k 12k 54.82
Lincoln National Corporation (LNC) 0.0 $646k 10k 62.88
NVIDIA Corporation (NVDA) 0.0 $642k 802.00 800.50
Vanguard Intermediate-Term Bond ETF Intermed Term (BIV) 0.0 $642k 7.1k 90.00
L3harris Technologies (LHX) 0.0 $638k 3.0k 216.27
Boston Scientific Corporation (BSX) 0.0 $632k 15k 42.75
United Parcel Service, Inc. Class B CL B (UPS) 0.0 $595k 2.9k 207.90
Fortive (FTV) 0.0 $590k 8.5k 69.74
Ingersoll Rand (IR) 0.0 $583k 12k 48.77
Mastercard Incorporated Class A Cl A (MA) 0.0 $556k 1.5k 365.07
Jacobs Engineering 0.0 $550k 4.1k 133.40
Fiserv (FI) 0.0 $549k 5.1k 106.83
ConocoPhillips (COP) 0.0 $542k 8.9k 60.91
Estee Lauder Companies Inc. Class A Cl A (EL) 0.0 $541k 1.7k 318.05
Constellation Brands, Inc. Class A Cl A (STZ) 0.0 $540k 2.3k 233.77
Vanguard Small-Cap ETF Small Cp Etf (VB) 0.0 $524k 2.3k 225.09
SPDR S&P Dividend ETF S&p Divid Etf (SDY) 0.0 $521k 4.3k 122.24
American Water Works (AWK) 0.0 $520k 3.4k 154.21
iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA) 0.0 $509k 6.8k 74.80
Vanguard High Dividend Yield Index ETF High Div Yld (VYM) 0.0 $506k 4.8k 104.76
Roche Holding (RHHBY) 0.0 $502k 11k 47.11
Dover Corporation (DOV) 0.0 $473k 3.1k 150.59
Eversource Energy (ES) 0.0 $469k 5.8k 80.21
Yum China Holdings (YUMC) 0.0 $469k 7.1k 66.23
Wec Energy Group (WEC) 0.0 $464k 5.2k 89.01
Vanguard Intermediate-Term Corporate Bond ETF Int-term Corp (VCIT) 0.0 $457k 4.8k 95.05
SYSCO Corporation (SYY) 0.0 $447k 5.8k 77.74
Abb Sponsored Adr (ABBNY) 0.0 $435k 13k 33.98
Dupont De Nemours (DD) 0.0 $419k 5.4k 77.38
iShares Micro-Cap ETF Micro-cap Etf (IWC) 0.0 $418k 2.7k 152.55
U.S. Bancorp Com New (USB) 0.0 $417k 7.3k 57.01
Vanguard Long-Term Bond ETF Long Term Bond (BLV) 0.0 $416k 4.0k 102.97
Deere & Company (DE) 0.0 $414k 1.2k 352.34
TJX Companies (TJX) 0.0 $408k 6.1k 67.36
Blackstone Group Inc. Class A Com Cl A (BX) 0.0 $403k 4.1k 97.20
Guidewire Software (GWRE) 0.0 $401k 3.6k 112.64
Unilever Spon Adr New (UL) 0.0 $388k 6.6k 58.52
Royal Dutch Shell PLC Sponsored ADR Class A Spon Adr B 0.0 $386k 9.5k 40.44
Lennar Corporation Class A Cl A (LEN) 0.0 $385k 3.9k 99.28
SPDR Portfolio Short Term Corporate Bond ETF Portfolio Short (SPSB) 0.0 $375k 12k 31.30
Envista Hldgs Corp (NVST) 0.0 $368k 8.5k 43.22
GATX Corporation (GATX) 0.0 $363k 4.1k 88.45
Fastenal Company (FAST) 0.0 $361k 7.0k 51.94
Global Payments (GPN) 0.0 $354k 1.9k 187.30
CrowdStrike Holdings, Inc. Class A Cl A (CRWD) 0.0 $348k 1.4k 251.63
Trade Desk, Inc. Class A Com Cl A (TTD) 0.0 $348k 4.5k 77.33
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF) 0.0 $345k 1.3k 271.23
Johnson Controls International Plc equity (JCI) 0.0 $343k 5.0k 68.61
Otis Worldwide Corp (OTIS) 0.0 $338k 4.1k 81.88
Primis Financial Corp (FRST) 0.0 $334k 22k 15.25
Trimble Navigation (TRMB) 0.0 $333k 4.1k 81.72
Dow (DOW) 0.0 $320k 5.1k 63.34
Intuitive Surgical Com New (ISRG) 0.0 $320k 348.00 919.54
Coherent 0.0 $318k 1.2k 264.56
SPDR Bloomberg Barclays Convertible Securities ETF Blmbrg Brc Convrt (CWB) 0.0 $304k 3.5k 86.61
Flextronics Int'l Ord (FLEX) 0.0 $290k 16k 17.88
Waters Corporation (WAT) 0.0 $290k 840.00 345.24
Travelers Companies (TRV) 0.0 $284k 1.9k 149.47
Health Catalyst (HCAT) 0.0 $283k 5.1k 55.47
Freeport-McMoRan CL B (FCX) 0.0 $278k 7.5k 37.07
UGI Corporation (UGI) 0.0 $278k 6.0k 46.33
Taiwan Semiconductor MFG. Sponsored Ads (TSM) 0.0 $276k 2.3k 120.00
First Solar (FSLR) 0.0 $270k 3.0k 90.54
iShares Core MSCI Emerging Markets ETF Core Msci Emkt (IEMG) 0.0 $267k 4.0k 66.92
Kansas City Southern Com New 0.0 $254k 898.00 282.85
Cdk Global Inc equities 0.0 $248k 5.0k 49.74
Wells Fargo & Company (WFC) 0.0 $245k 5.4k 45.23
Cognizant Technology Solutions Corporation Class A Cl A (CTSH) 0.0 $242k 3.5k 69.18
Science App Int'l (SAIC) 0.0 $240k 2.7k 87.75
Zimmer Holdings (ZBH) 0.0 $233k 1.4k 160.91
Eaton Corp SHS (ETN) 0.0 $231k 1.6k 148.36
State Street Corporation (STT) 0.0 $228k 2.8k 82.16
Simon Property (SPG) 0.0 $228k 1.7k 130.36
Sprott Physical Gold and Silver Trust Tr Unit (CEF) 0.0 $225k 12k 18.66
Walgreen Boots Alliance (WBA) 0.0 $224k 4.3k 52.71
iShares Core S&P Total U.S. Stock Market ETF Core S&p Ttl Stk (ITOT) 0.0 $222k 2.3k 98.67
PIMCO 1-5 Year US TIPS Index ETF 1-5 Us Tip Idx (STPZ) 0.0 $216k 3.9k 55.17
California Water Service (CWT) 0.0 $215k 3.9k 55.63
iShares Russell 1000 ETF Rus 1000 Etf (IWB) 0.0 $212k 875.00 242.29
Cigna Corp (CI) 0.0 $212k 896.00 236.61
H&R Block (HRB) 0.0 $211k 9.0k 23.44
GlaxoSmithKline Sponsored Adr 0.0 $210k 5.3k 39.77
New York Times Company Class A Cl A (NYT) 0.0 $208k 4.8k 43.56
Generac Holdings (GNRC) 0.0 $205k 495.00 414.14
Yeti Hldgs (YETI) 0.0 $204k 2.2k 91.89
Copart (CPRT) 0.0 $204k 1.5k 131.78
General Electric Company 0.0 $203k 15k 13.44
Allstate Corporation (ALL) 0.0 $201k 1.5k 130.69
Caterpillar (CAT) 0.0 $201k 922.00 218.00
Antero Midstream Corp antero midstream (AM) 0.0 $156k 15k 10.40
Athersys 0.0 $35k 24k 1.46
Globalstar (GSAT) 0.0 $18k 10k 1.80