Boston Family Office

Boston Family Office as of Dec. 31, 2021

Portfolio Holdings for Boston Family Office

Boston Family Office holds 282 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.2 $80M 452k 177.57
Microsoft Corporation (MSFT) 3.2 $50M 148k 336.32
Zebra Technologies Corporation Class A Cl A (ZBRA) 2.8 $43M 72k 595.21
Amazon (AMZN) 2.7 $42M 13k 3334.32
Ansys (ANSS) 2.6 $40M 100k 401.12
SPDR S&P 500 ETF Trust Tr Unit (SPY) 2.4 $37M 78k 474.95
Iqvia Holdings (IQV) 2.3 $36M 127k 282.14
Union Pacific Corporation (UNP) 2.3 $35M 139k 251.93
American Tower Reit (AMT) 2.1 $33M 112k 292.50
First Republic Bank/san F (FRCB) 2.0 $31M 149k 206.51
NIKE, Inc. Class B CL B (NKE) 1.9 $29M 176k 166.67
Visa Inc. Class A Com Cl A (V) 1.9 $29M 135k 216.71
Rockwell Automation (ROK) 1.9 $29M 82k 348.85
Alphabet Inc. Class C Cap Stk Cl C (GOOG) 1.8 $28M 9.6k 2893.56
Ecolab (ECL) 1.7 $26M 110k 234.59
Thermo Fisher Scientific (TMO) 1.6 $25M 37k 667.25
Marsh & McLennan Companies (MMC) 1.6 $25M 141k 173.82
Air Products & Chemicals (APD) 1.6 $24M 79k 304.27
Automatic Data Processing (ADP) 1.4 $22M 90k 246.58
S&p Global (SPGI) 1.4 $21M 45k 471.92
Vanguard Short-Term Bond ETF Short Trm Bond (BSV) 1.4 $21M 258k 80.83
Aptar (ATR) 1.4 $21M 170k 122.48
Berkshire Hathaway Inc. Class B Cl B New (BRK.B) 1.3 $21M 69k 299.00
Roper Industries (ROP) 1.3 $19M 39k 491.85
Nextera Energy (NEE) 1.2 $19M 202k 93.36
TE Connectivity Reg Shs 1.2 $18M 110k 161.34
salesforce (CRM) 1.1 $17M 67k 254.13
Johnson & Johnson (JNJ) 1.1 $17M 99k 171.07
Stryker Corporation (SYK) 1.1 $17M 63k 267.41
McCormick & Company Com Non Vtg (MKC) 1.0 $16M 165k 96.61
CVS Caremark Corporation (CVS) 1.0 $16M 151k 103.16
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 1.0 $15M 105k 140.34
Danaher Corporation (DHR) 1.0 $15M 45k 329.02
Adobe Systems Incorporated (ADBE) 1.0 $15M 26k 567.05
Abbott Laboratories (ABT) 0.9 $14M 103k 140.74
SPDR S&P Midcap 400 ETF Trust Utser1 S&pdcrp (MDY) 0.9 $14M 28k 517.67
Solaredge Technologies (SEDG) 0.9 $14M 49k 280.56
IDEXX Laboratories (IDXX) 0.9 $13M 20k 658.47
Procter & Gamble Company (PG) 0.8 $13M 77k 163.59
iShares Core S&P Small Cap ETF Core S&p Scp Etf (IJR) 0.8 $12M 105k 114.51
Abbvie (ABBV) 0.8 $12M 86k 135.40
Sherwin-Williams Company (SHW) 0.7 $11M 32k 352.16
Invesco QQQ Trust Unit Ser 1 (QQQ) 0.7 $11M 29k 397.85
Pepsi (PEP) 0.7 $11M 63k 173.71
Vanguard Extended Market ETF Extend Mkt Etf (VXF) 0.7 $11M 58k 182.85
Vanguard Short-Term Corporate Bond ETF Shrt Trm Corp Bd (VCSH) 0.7 $10M 128k 81.26
JPMorgan Chase & Co. (JPM) 0.7 $10M 64k 158.35
McDonald's Corporation (MCD) 0.7 $10M 38k 268.06
Home Depot (HD) 0.6 $9.6M 23k 415.00
JPMorgan Ultra-Short Municipal Income ETF Ultra Sht Muncpl (JMST) 0.6 $9.5M 186k 51.06
SPDR S&P Biotech ETF S&p Biotech (XBI) 0.6 $9.3M 83k 111.96
Vanguard Short-Term Inflation-Protected Securities ETF Strm Infproidx (VTIP) 0.6 $8.9M 172k 51.40
Invesco Variable Rate Preferred ETF Var Rate Pfd (VRP) 0.6 $8.7M 336k 25.92
Lowe's Companies (LOW) 0.5 $8.1M 32k 258.50
Dollar Tree (DLTR) 0.5 $8.1M 58k 140.52
iShares Floating Rate Bond ETF Fltg Rate Nt Etf (FLOT) 0.5 $8.0M 157k 50.73
LKQ Corporation (LKQ) 0.5 $7.9M 132k 60.03
Xylem (XYL) 0.5 $7.8M 65k 119.92
Vanguard Dividend Appreciation ETF Div App Etf (VIG) 0.5 $7.8M 45k 171.75
Servicenow (NOW) 0.5 $7.6M 12k 649.09
Alphabet Inc. Class A Cap Stk Cl A (GOOGL) 0.5 $7.4M 2.6k 2897.00
Vanguard Total Stock Market ETF Total Stk Mkt (VTI) 0.5 $7.4M 31k 241.43
Verizon Communications (VZ) 0.5 $7.1M 136k 51.96
Chevron Corporation (CVX) 0.5 $7.0M 59k 117.35
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH) 0.4 $6.8M 111k 60.83
Lincoln Electric Holdings (LECO) 0.4 $6.5M 47k 139.48
Becton, Dickinson and (BDX) 0.4 $6.2M 25k 251.47
Neogen Corporation (NEOG) 0.4 $6.0M 132k 45.41
General Mills (GIS) 0.4 $5.9M 87k 67.38
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO) 0.4 $5.8M 117k 49.46
Teradyne (TER) 0.3 $5.3M 32k 163.51
Vanguard Total Bond Market ETF Total Bnd Mrkt (BND) 0.3 $4.7M 56k 84.76
Target Corporation (TGT) 0.3 $4.7M 20k 231.42
Costco Wholesale Corporation (COST) 0.3 $4.7M 8.3k 567.67
3M Company (MMM) 0.3 $4.5M 25k 177.63
Parker-Hannifin Corporation (PH) 0.3 $4.5M 14k 318.13
Pfizer (PFE) 0.3 $4.2M 72k 59.05
Merck & Co (MRK) 0.3 $4.2M 55k 76.63
Novo Nordisk A/S Sponsored ADR Class B Adr (NVO) 0.3 $4.1M 37k 111.99
Norfolk Southern (NSC) 0.3 $4.1M 14k 297.69
Qualcomm (QCOM) 0.3 $4.0M 22k 182.85
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH) 0.3 $3.9M 14k 283.10
Walt Disney Company (DIS) 0.3 $3.9M 25k 154.89
Comcast Corporation Class A Cl A (CMCSA) 0.3 $3.9M 77k 50.33
Waste Management (WM) 0.3 $3.9M 23k 166.89
RPM International (RPM) 0.3 $3.9M 38k 101.01
Intel Corporation (INTC) 0.2 $3.6M 70k 51.50
Middleby Corporation (MIDD) 0.2 $3.6M 18k 196.76
Vanguard FTSE Developed Markets ETF Ftse Dev Mkt Etf (VEA) 0.2 $3.6M 70k 51.05
Cisco Systems (CSCO) 0.2 $3.4M 53k 63.38
EOG Resources (EOG) 0.2 $3.2M 36k 88.83
Clorox Company (CLX) 0.2 $3.2M 19k 174.36
iShares Core S&P 500 ETF Core S&p500 Etf (IVV) 0.2 $3.2M 6.7k 476.93
Vanguard Tax-Exempt Bond ETF Tax Exempt Bd (VTEB) 0.2 $3.2M 58k 54.90
Vanguard Total International Stock ETF Vg Tl Intl Stk F (VXUS) 0.2 $3.0M 48k 63.57
Vanguard FTSE All-World ex-US ETF Allwrld Ex Us (VEU) 0.2 $3.0M 48k 61.29
FedEx Corporation (FDX) 0.2 $2.9M 11k 258.61
Illinois Tool Works (ITW) 0.2 $2.9M 12k 246.82
Alcon Ord Shs (ALC) 0.2 $2.8M 33k 87.12
Coca-Cola Company (KO) 0.2 $2.8M 47k 59.20
Mondelez International, Inc. Class A Cl A (MDLZ) 0.2 $2.7M 41k 66.30
Colgate-Palmolive Company (CL) 0.2 $2.7M 32k 85.35
Trane Technologies SHS (TT) 0.2 $2.7M 13k 202.01
Tyler Technologies (TYL) 0.2 $2.7M 5.0k 537.93
Hubbell (HUBB) 0.2 $2.6M 13k 208.30
Eli Lilly & Co. (LLY) 0.2 $2.6M 9.4k 276.25
Diageo Spon Adr New (DEO) 0.2 $2.6M 12k 220.14
Analog Devices (ADI) 0.2 $2.6M 15k 175.80
AFLAC Incorporated (AFL) 0.2 $2.4M 42k 58.39
Illumina (ILMN) 0.2 $2.4M 6.3k 380.51
International Flavors & Fragrances (IFF) 0.2 $2.4M 16k 150.63
Vanguard Large-Cap ETF Large Cap Etf (VV) 0.2 $2.3M 11k 221.01
Palo Alto Networks (PANW) 0.1 $2.2M 4.0k 556.82
Exxon Mobil Corporation (XOM) 0.1 $2.2M 36k 61.18
Seagate Technology Holdings SHS (STX) 0.1 $2.1M 19k 113.00
Welltower Inc Com reit (WELL) 0.1 $2.1M 25k 85.78
Amgen (AMGN) 0.1 $2.1M 9.3k 224.96
Wolfspeed 0.1 $2.0M 18k 111.75
Accenture Plc Class A Shs Class A (ACN) 0.1 $2.0M 4.7k 414.60
Oracle Corporation (ORCL) 0.1 $1.9M 22k 87.22
UnitedHealth (UNH) 0.1 $1.9M 3.8k 502.11
Paypal Holdings (PYPL) 0.1 $1.9M 9.9k 188.56
Weyerhaeuser Company Com New (WY) 0.1 $1.9M 45k 41.19
iShares Russell 2000 ETF Russell 2000 Etf (IWM) 0.1 $1.8M 8.2k 222.41
Bristol Myers Squibb (BMY) 0.1 $1.7M 28k 62.34
American Express Company (AXP) 0.1 $1.7M 11k 163.57
Hologic (HOLX) 0.1 $1.7M 23k 76.55
iShares Russell Midcap ETF Rus Mid Cap Etf (IWR) 0.1 $1.7M 21k 83.01
VanEck Morningstar Wide Moat ETF Morningstar Wide (MOAT) 0.1 $1.7M 23k 76.09
iShares S&P 500 Growth ETF S&p 500 Grwt Etf (IVW) 0.1 $1.7M 20k 83.69
iShares MSCI Emerging Markets ETF Msci Emg Mkt Etf (EEM) 0.1 $1.6M 33k 48.86
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO) 0.1 $1.6M 3.7k 436.53
Gilead Sciences (GILD) 0.1 $1.6M 22k 72.62
Vanguard Real Estate ETF Real Estate Etf (VNQ) 0.1 $1.5M 13k 116.00
Corning Incorporated (GLW) 0.1 $1.5M 40k 37.24
Dominion Resources (D) 0.1 $1.4M 18k 78.55
Novartis Sponsored Adr (NVS) 0.1 $1.4M 16k 87.46
Philip Morris International (PM) 0.1 $1.4M 15k 95.00
Honeywell International (HON) 0.1 $1.4M 6.6k 208.52
Berkshire Hathaway Inc. Class A Cl A (BRK.A) 0.1 $1.4M 3.00 450666.67
iShares Russell 2000 Growth ETF Rus 2000 Grw Etf (IWO) 0.1 $1.3M 4.5k 293.16
Ss&c Technologies Holding (SSNC) 0.1 $1.3M 16k 81.95
Block Cl A (XYZ) 0.1 $1.3M 8.1k 161.57
Stericycle (SRCL) 0.1 $1.3M 22k 59.63
Kimberly-Clark Corporation (KMB) 0.1 $1.3M 9.1k 142.92
Intuit (INTU) 0.1 $1.3M 2.0k 643.21
iShares U.S. Technology ETF U.s. Tech Etf (IYW) 0.1 $1.3M 11k 114.82
Facebook, Inc. Class A Cl A (META) 0.1 $1.3M 3.8k 336.31
Dentsply Sirona (XRAY) 0.1 $1.3M 23k 55.77
Cambridge Ban (CATC) 0.1 $1.2M 13k 93.56
WisdomTree Emerging Markets SmallCap Dividend Fund Emg Mkts Smcap (DGS) 0.1 $1.2M 23k 52.91
NVIDIA Corporation (NVDA) 0.1 $1.2M 4.0k 294.16
Steris Shs Usd (STE) 0.1 $1.1M 4.6k 243.47
Kellogg Company (K) 0.1 $1.1M 17k 64.44
stock 0.1 $1.1M 9.5k 115.68
Medtronic SHS (MDT) 0.1 $1.1M 11k 103.49
Thor Industries (THO) 0.1 $1.1M 11k 103.80
United Parcel Service, Inc. Class B CL B (UPS) 0.1 $1.0M 4.8k 214.29
Kinder Morgan (KMI) 0.1 $995k 63k 15.86
Microchip Technology (MCHP) 0.1 $969k 11k 87.04
Wal-Mart Stores (WMT) 0.1 $941k 6.5k 144.70
Emerson Electric (EMR) 0.1 $928k 10k 92.95
Raytheon Technologies Corp (RTX) 0.1 $909k 11k 86.07
C.H. Robinson Worldwide Com New (CHRW) 0.1 $902k 8.4k 107.66
International Business Machines (IBM) 0.1 $897k 6.7k 133.66
Starwood Property Trust (STWD) 0.1 $889k 37k 24.31
Stanley Black & Decker (SWK) 0.1 $885k 4.7k 188.54
Altria (MO) 0.1 $884k 19k 47.41
iShares Expanded Tech Sector ETF Expnd Tec Sc Etf (IGM) 0.1 $878k 2.0k 439.00
Bank of New York Mellon Corporation (BK) 0.1 $862k 15k 58.07
iShares S&P 500 Value ETF S&p 500 Val Etf (IVE) 0.1 $851k 5.4k 156.58
Applied Materials (AMAT) 0.1 $844k 5.4k 157.37
Vanguard Intermediate-Term Treasury ETF Inter Term Treas (VGIT) 0.1 $843k 13k 66.48
PNC Financial Services (PNC) 0.1 $827k 4.1k 200.48
Starbucks Corporation (SBUX) 0.1 $816k 7.0k 116.97
Northern Trust Corporation (NTRS) 0.1 $805k 6.7k 119.63
Vanguard Mid-Cap ETF Mid Cap Etf (VO) 0.1 $773k 3.0k 254.70
Skyworks Solutions (SWKS) 0.0 $765k 4.9k 155.17
Ingersoll Rand (IR) 0.0 $740k 12k 61.90
Avery Dennison Corporation (AVY) 0.0 $739k 3.4k 216.72
Crispr Therapeutics Namen Akt (CRSP) 0.0 $724k 9.6k 75.81
Baxter International 0.0 $718k 8.4k 85.80
Church & Dwight (CHD) 0.0 $708k 6.9k 102.47
Align Technology (ALGN) 0.0 $698k 1.1k 657.25
Lincoln National Corporation (LNC) 0.0 $692k 10k 68.30
Vanguard Intermediate-Term Bond ETF Intermed Term (BIV) 0.0 $690k 7.9k 87.67
VanEck Morningstar International Moat ETF Morningstar Intl (MOTI) 0.0 $689k 21k 32.13
ConocoPhillips (COP) 0.0 $684k 9.5k 72.20
Constellation Brands, Inc. Class A Cl A (STZ) 0.0 $660k 2.6k 250.95
Estee Lauder Companies Inc. Class A Cl A (EL) 0.0 $641k 1.7k 370.31
Mastercard Incorporated Class A Cl A (MA) 0.0 $639k 1.8k 359.19
iShares 1-5 Year Investment Grade Corporate Bond ETF Ishs 1-5yr Invs (IGSB) 0.0 $638k 12k 53.89
American Water Works (AWK) 0.0 $637k 3.4k 188.91
Texas Instruments Incorporated (TXN) 0.0 $637k 3.4k 188.46
iShares Gold Trust Ishares New (IAU) 0.0 $636k 18k 34.80
Fidelity National Information Services (FIS) 0.0 $631k 5.8k 109.21
L3harris Technologies (LHX) 0.0 $629k 3.0k 213.22
Allegion Ord Shs (ALLE) 0.0 $626k 4.7k 132.40
At&t (T) 0.0 $620k 25k 24.60
Fortive (FTV) 0.0 $618k 8.1k 76.24
Synopsys (SNPS) 0.0 $597k 1.6k 368.52
Jacobs Engineering 0.0 $571k 4.1k 139.34
Dover Corporation (DOV) 0.0 $570k 3.1k 181.47
Roche Holding (RHHBY) 0.0 $564k 11k 51.96
SPDR S&P Dividend ETF S&p Divid Etf (SDY) 0.0 $550k 4.3k 129.05
Vanguard High Dividend Yield Index ETF High Div Yld (VYM) 0.0 $541k 4.8k 112.01
Fiserv (FI) 0.0 $533k 5.1k 103.72
Eversource Energy (ES) 0.0 $532k 5.8k 90.99
Wec Energy Group (WEC) 0.0 $510k 5.3k 97.12
Abb Sponsored Adr (ABBNY) 0.0 $510k 13k 38.16
iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA) 0.0 $508k 6.8k 74.65
Teladoc (TDOC) 0.0 $507k 5.5k 91.85
iShares S&P Mid-Cap 400 Value ETF S&p Mc 400vl Etf (IJJ) 0.0 $493k 4.5k 110.79
Blackstone Group Inc. Class A Com Cl A (BX) 0.0 $472k 3.6k 129.46
SYSCO Corporation (SYY) 0.0 $461k 5.9k 78.51
Boston Scientific Corporation (BSX) 0.0 $461k 11k 42.51
TJX Companies (TJX) 0.0 $460k 6.1k 75.95
Lennar Corporation Class A Cl A (LEN) 0.0 $450k 3.9k 116.04
Vanguard Intermediate-Term Corporate Bond ETF Int-term Corp (VCIT) 0.0 $446k 4.8k 92.76
Fastenal Company (FAST) 0.0 $445k 7.0k 64.03
Vanguard Long-Term Bond ETF Long Term Bond (BLV) 0.0 $440k 4.3k 102.85
Health Catalyst (HCAT) 0.0 $437k 11k 39.64
GATX Corporation (GATX) 0.0 $428k 4.1k 104.29
U.S. Bancorp Com New (USB) 0.0 $426k 7.6k 56.13
Twilio Cl A (TWLO) 0.0 $421k 1.6k 263.45
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF) 0.0 $415k 1.4k 305.82
Johnson Controls International Plc equity (JCI) 0.0 $406k 5.0k 81.22
Deere & Company (DE) 0.0 $403k 1.2k 342.98
Royal Dutch Shell PLC Sponsored ADR Class A Spon Adr B 0.0 $396k 9.1k 43.37
Relay Therapeutics (RLAY) 0.0 $391k 13k 30.67
Envista Hldgs Corp (NVST) 0.0 $384k 8.5k 45.10
SPDR Portfolio Short Term Corporate Bond ETF Portfolio Short (SPSB) 0.0 $384k 12k 30.98
Simon Property (SPG) 0.0 $360k 2.3k 159.86
Trade Desk, Inc. Class A Com Cl A (TTD) 0.0 $357k 3.9k 91.54
Dupont De Nemours (DD) 0.0 $357k 4.4k 80.81
Trimble Navigation (TRMB) 0.0 $355k 4.1k 87.12
Unilever Spon Adr New (UL) 0.0 $346k 6.4k 53.73
Okta Inc CL A Cl A (OKTA) 0.0 $342k 1.5k 224.41
iShares Micro-Cap ETF Micro-cap Etf (IWC) 0.0 $339k 2.4k 139.91
Primis Financial Corp (FRST) 0.0 $329k 22k 15.02
Intuitive Surgical Com New (ISRG) 0.0 $323k 899.00 359.29
Yum China Holdings (YUMC) 0.0 $322k 6.5k 49.84
Coherent 0.0 $320k 1.2k 266.22
Waters Corporation (WAT) 0.0 $313k 840.00 372.62
Otis Worldwide Corp (OTIS) 0.0 $311k 3.6k 87.16
Travelers Companies (TRV) 0.0 $297k 1.9k 156.32
Flextronics Int'l Ord (FLEX) 0.0 $297k 16k 18.31
SPDR Bloomberg Barclays Convertible Securities ETF Blmbrg Brc Convrt (CWB) 0.0 $291k 3.5k 82.91
Paycom Software (PAYC) 0.0 $291k 700.00 415.71
iShares S&P Small-Cap 600 Value ETF Sp Smcp600vl Etf (IJS) 0.0 $290k 2.8k 104.50
CrowdStrike Holdings, Inc. Class A Cl A (CRWD) 0.0 $283k 1.4k 204.63
California Water Service (CWT) 0.0 $278k 3.9k 71.93
Cognizant Technology Solutions Corporation Class A Cl A (CTSH) 0.0 $277k 3.1k 88.78
Taiwan Semiconductor MFG. Sponsored Ads (TSM) 0.0 $277k 2.3k 120.43
UGI Corporation (UGI) 0.0 $275k 6.0k 45.83
Dow (DOW) 0.0 $271k 4.8k 56.73
Eaton Corp SHS (ETN) 0.0 $269k 1.6k 172.77
State Street Corporation (STT) 0.0 $268k 2.9k 93.02
Generac Holdings (GNRC) 0.0 $266k 755.00 352.32
First Solar (FSLR) 0.0 $258k 3.0k 87.07
T. Rowe Price (TROW) 0.0 $252k 1.3k 196.72
Wells Fargo & Company (WFC) 0.0 $247k 5.2k 47.90
New York Times Company Class A Cl A (NYT) 0.0 $243k 5.0k 48.34
iShares Core S&P Total U.S. Stock Market ETF Core S&p Ttl Stk (ITOT) 0.0 $241k 2.3k 107.11
Copart (CPRT) 0.0 $235k 1.5k 151.81
GlaxoSmithKline Sponsored Adr 0.0 $233k 5.3k 44.12
iShares Russell 1000 ETF Rus 1000 Etf (IWB) 0.0 $231k 875.00 264.00
Science App Int'l (SAIC) 0.0 $229k 2.7k 83.73
Global Payments (GPN) 0.0 $218k 1.6k 135.40
PIMCO 1-5 Year US TIPS Index ETF 1-5 Us Tip Idx (STPZ) 0.0 $216k 3.9k 55.17
Sprott Physical Gold and Silver Trust Tr Unit (CEF) 0.0 $214k 12k 17.75
Enanta Pharmaceuticals (ENTA) 0.0 $213k 2.9k 74.74
H&R Block 0.0 $212k 9.0k 23.56
Janus Henderson Group Ord Shs (JHG) 0.0 $210k 5.0k 42.00
iShares U.S. Home Construction ETF Us Home Cons Etf (ITB) 0.0 $210k 2.5k 83.07
Cdk Global Inc equities 0.0 $208k 5.0k 41.72
Zimmer Holdings (ZBH) 0.0 $206k 1.6k 127.08
Ferrari Nv Ord (RACE) 0.0 $203k 785.00 258.60
Crown Castle Intl (CCI) 0.0 $202k 966.00 209.11
Antero Midstream Corp antero midstream (AM) 0.0 $145k 15k 9.67
Athersys 0.0 $22k 24k 0.92
Globalstar 0.0 $12k 10k 1.20