Boston Family Office

Boston Family Office as of June 30, 2022

Portfolio Holdings for Boston Family Office

Boston Family Office holds 268 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.8 $58M 421k 136.72
Microsoft Corporation (MSFT) 3.4 $40M 157k 256.83
Union Pacific Corporation (UNP) 2.5 $30M 141k 213.28
SPDR S&P 500 ETF Trust Tr Unit (SPY) 2.4 $29M 77k 377.25
American Tower Reit (AMT) 2.4 $29M 114k 255.59
Visa Inc. Class A Com Cl A (V) 2.3 $28M 143k 196.89
Amazon (AMZN) 2.3 $28M 264k 106.21
Iqvia Holdings (IQV) 2.3 $28M 127k 216.99
Alphabet Inc. Class C Cap Stk Cl C (GOOG) 2.0 $24M 11k 2187.41
Ansys (ANSS) 2.0 $24M 99k 239.29
First Republic Bank/san F (FRCB) 1.8 $22M 153k 144.20
Zebra Technologies Corporation Class A Cl A (ZBRA) 1.8 $22M 74k 293.95
Thermo Fisher Scientific (TMO) 1.7 $20M 37k 543.28
Air Products & Chemicals (APD) 1.7 $20M 84k 240.48
Marsh & McLennan Companies (MMC) 1.6 $20M 127k 155.25
Aptar (ATR) 1.6 $19M 188k 103.21
Automatic Data Processing (ADP) 1.5 $18M 88k 210.04
Berkshire Hathaway Inc. Class B Cl B New (BRK.B) 1.5 $18M 67k 273.02
NIKE, Inc. Class B CL B (NKE) 1.5 $18M 173k 102.20
Johnson & Johnson (JNJ) 1.4 $17M 97k 177.51
Ecolab (ECL) 1.4 $17M 110k 153.76
Rockwell Automation (ROK) 1.4 $17M 84k 199.31
Nextera Energy (NEE) 1.4 $17M 214k 77.46
S&p Global (SPGI) 1.3 $16M 46k 337.06
Roper Industries (ROP) 1.3 $15M 39k 394.66
salesforce (CRM) 1.2 $15M 89k 165.05
CVS Caremark Corporation (CVS) 1.2 $14M 153k 92.66
Solaredge Technologies (SEDG) 1.2 $14M 52k 273.69
Adobe Systems Incorporated (ADBE) 1.1 $14M 37k 366.05
Abbvie (ABBV) 1.1 $14M 88k 153.16
McCormick & Company Com Non Vtg (MKC) 1.1 $13M 156k 83.25
TE Connectivity Reg Shs 1.1 $13M 114k 113.15
Vanguard Short-Term Bond ETF Short Trm Bond (BSV) 1.1 $13M 166k 76.79
Stryker Corporation (SYK) 1.1 $13M 63k 198.94
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 1.0 $12M 106k 116.39
Abbott Laboratories (ABT) 0.9 $11M 102k 108.65
Danaher Corporation (DHR) 0.9 $11M 43k 253.53
Procter & Gamble Company (PG) 0.9 $11M 75k 143.79
Pepsi (PEP) 0.9 $11M 63k 166.66
Vanguard Short-Term Corporate Bond ETF Shrt Trm Corp Bd (VCSH) 0.8 $10M 132k 76.26
McDonald's Corporation (MCD) 0.8 $9.3M 38k 246.89
SPDR S&P Midcap 400 ETF Trust Utser1 S&pdcrp (MDY) 0.8 $9.3M 23k 413.51
iShares Core S&P Small Cap ETF Core S&p Scp Etf (IJR) 0.8 $9.1M 98k 92.41
Chevron Corporation (CVX) 0.7 $8.8M 60k 144.78
IDEXX Laboratories (IDXX) 0.7 $8.6M 25k 350.72
JPMorgan Ultra-Short Municipal Income ETF Ultra Sht Muncpl (JMST) 0.7 $8.0M 159k 50.65
iShares Floating Rate Bond ETF Fltg Rate Nt Etf (FLOT) 0.7 $7.8M 157k 49.92
Servicenow (NOW) 0.6 $7.7M 16k 475.49
JPMorgan Chase & Co. (JPM) 0.6 $7.7M 68k 112.61
Invesco Variable Rate Preferred ETF Var Rate Pfd (VRP) 0.6 $7.6M 344k 22.19
Vanguard Short-Term Inflation-Protected Securities ETF Strm Infproidx (VTIP) 0.6 $7.6M 152k 50.12
Sherwin-Williams Company (SHW) 0.6 $7.4M 33k 223.90
Vanguard Extended Market ETF Extend Mkt Etf (VXF) 0.6 $6.8M 52k 131.10
Home Depot (HD) 0.6 $6.6M 24k 274.28
Verizon Communications (VZ) 0.5 $6.6M 129k 50.75
General Mills (GIS) 0.5 $6.4M 85k 75.45
Vanguard Dividend Appreciation ETF Div App Etf (VIG) 0.5 $6.2M 44k 143.46
Lincoln Electric Holdings (LECO) 0.5 $6.1M 49k 123.35
Alphabet Inc. Class A Cap Stk Cl A (GOOGL) 0.5 $6.1M 2.8k 2179.37
Invesco QQQ Trust Unit Ser 1 (QQQ) 0.5 $5.9M 21k 280.29
LKQ Corporation (LKQ) 0.5 $5.9M 120k 49.09
Teradyne (TER) 0.5 $5.8M 65k 89.55
Xylem (XYL) 0.5 $5.6M 72k 78.18
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH) 0.5 $5.4M 92k 58.86
Merck & Co (MRK) 0.5 $5.4M 59k 91.17
Dollar Tree (DLTR) 0.4 $5.4M 35k 155.84
Vanguard Total Stock Market ETF Total Stk Mkt (VTI) 0.4 $5.1M 27k 188.62
Lowe's Companies (LOW) 0.4 $5.0M 29k 174.68
Costco Wholesale Corporation (COST) 0.4 $4.4M 9.2k 479.27
EOG Resources (EOG) 0.3 $4.1M 37k 110.45
Intel Corporation (INTC) 0.3 $4.1M 109k 37.41
Pfizer (PFE) 0.3 $3.8M 73k 52.43
Palo Alto Networks (PANW) 0.3 $3.8M 7.7k 493.93
Novo Nordisk A/S Sponsored ADR Class B Adr (NVO) 0.3 $3.7M 33k 111.43
Parker-Hannifin Corporation (PH) 0.3 $3.6M 15k 246.04
Target Corporation (TGT) 0.3 $3.3M 23k 141.23
Norfolk Southern (NSC) 0.3 $3.1M 14k 227.28
Illumina (ILMN) 0.3 $3.0M 16k 184.33
Eli Lilly & Co. (LLY) 0.3 $3.0M 9.3k 324.18
RPM International (RPM) 0.2 $3.0M 38k 78.72
Neogen Corporation (NEOG) 0.2 $3.0M 123k 24.09
SPDR S&P Biotech ETF S&p Biotech (XBI) 0.2 $3.0M 40k 74.26
Walt Disney Company (DIS) 0.2 $2.9M 31k 94.41
Waste Management (WM) 0.2 $2.9M 19k 152.98
Becton, Dickinson and (BDX) 0.2 $2.9M 12k 246.49
Coca-Cola Company (KO) 0.2 $2.9M 46k 62.92
Qualcomm (QCOM) 0.2 $2.8M 22k 127.72
FedEx Corporation (FDX) 0.2 $2.8M 12k 226.73
Vanguard FTSE Developed Markets ETF Ftse Dev Mkt Etf (VEA) 0.2 $2.7M 67k 40.79
Comcast Corporation Class A Cl A (CMCSA) 0.2 $2.7M 70k 39.24
iShares Core S&P 500 ETF Core S&p500 Etf (IVV) 0.2 $2.7M 7.1k 379.09
Exxon Mobil Corporation (XOM) 0.2 $2.6M 31k 85.64
Mondelez International, Inc. Class A Cl A (MDLZ) 0.2 $2.5M 41k 62.09
Colgate-Palmolive Company (CL) 0.2 $2.5M 32k 80.14
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH) 0.2 $2.5M 11k 226.27
Clorox Company (CLX) 0.2 $2.4M 17k 140.96
Analog Devices (ADI) 0.2 $2.4M 16k 146.07
Vanguard Total International Stock ETF Vg Tl Intl Stk F (VXUS) 0.2 $2.4M 46k 51.61
iShares Russell Midcap ETF Rus Mid Cap Etf (IWR) 0.2 $2.4M 36k 64.65
3M Company (MMM) 0.2 $2.3M 18k 129.40
Middleby Corporation (MIDD) 0.2 $2.3M 18k 125.35
Amgen (AMGN) 0.2 $2.3M 9.4k 243.30
Cisco Systems (CSCO) 0.2 $2.3M 53k 42.64
Hubbell (HUBB) 0.2 $2.2M 12k 178.60
Diageo Spon Adr New (DEO) 0.2 $2.2M 12k 174.15
Illinois Tool Works (ITW) 0.2 $2.1M 12k 182.23
Bristol Myers Squibb (BMY) 0.2 $2.1M 28k 76.99
Tyler Technologies (TYL) 0.2 $2.1M 6.2k 332.42
Welltower Inc Com reit (WELL) 0.2 $2.0M 25k 82.35
UnitedHealth (UNH) 0.2 $1.9M 3.7k 513.52
Vanguard FTSE All-World ex-US ETF Allwrld Ex Us (VEU) 0.2 $1.9M 38k 49.97
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO) 0.2 $1.8M 44k 41.64
Vanguard Large-Cap ETF Large Cap Etf (VV) 0.2 $1.8M 11k 172.34
American Express Company (AXP) 0.1 $1.8M 13k 138.62
Trane Technologies SHS (TT) 0.1 $1.7M 13k 129.87
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO) 0.1 $1.6M 4.6k 346.78
Oracle Corporation (ORCL) 0.1 $1.5M 22k 69.89
Weyerhaeuser Company Com New (WY) 0.1 $1.5M 45k 33.11
Hologic (HOLX) 0.1 $1.5M 21k 69.30
iShares S&P Mid-Cap 400 Value ETF S&p Mc 400vl Etf (IJJ) 0.1 $1.5M 16k 94.43
AFLAC Incorporated (AFL) 0.1 $1.4M 25k 55.33
iShares Russell 2000 ETF Russell 2000 Etf (IWM) 0.1 $1.4M 8.2k 169.36
Philip Morris International (PM) 0.1 $1.4M 14k 98.71
Seagate Technology Holdings SHS (STX) 0.1 $1.4M 19k 71.42
Novartis Sponsored Adr (NVS) 0.1 $1.3M 16k 84.53
Vanguard Intermediate-Term Bond ETF Intermed Term (BIV) 0.1 $1.3M 17k 77.64
Dominion Resources (D) 0.1 $1.3M 16k 79.80
Corning Incorporated (GLW) 0.1 $1.3M 40k 31.51
Gilead Sciences (GILD) 0.1 $1.2M 20k 61.79
Vanguard Real Estate ETF Real Estate Etf (VNQ) 0.1 $1.2M 14k 91.12
Accenture Plc Class A Shs Class A (ACN) 0.1 $1.2M 4.5k 277.54
Berkshire Hathaway Inc. Class A Cl A (BRK.A) 0.1 $1.2M 3.00 409000.00
Kellogg Company (K) 0.1 $1.2M 17k 71.32
VanEck Morningstar Wide Moat ETF Morningstar Wide (MOAT) 0.1 $1.2M 19k 63.73
Synopsys (SNPS) 0.1 $1.2M 4.0k 303.60
iShares S&P 500 Growth ETF S&p 500 Grwt Etf (IVW) 0.1 $1.2M 20k 60.37
NVIDIA Corporation (NVDA) 0.1 $1.2M 7.8k 151.61
Medtronic SHS (MDT) 0.1 $1.2M 13k 89.75
Wolfspeed 0.1 $1.2M 18k 63.43
Honeywell International (HON) 0.1 $1.1M 6.6k 173.79
Kimberly-Clark Corporation (KMB) 0.1 $1.1M 8.4k 135.16
JPMorgan Ultra-Short Income ETF Ultra Shrt Inc (JPST) 0.1 $1.1M 23k 50.08
Alcon Ord Shs (ALC) 0.1 $1.1M 16k 69.87
Kinder Morgan (KMI) 0.1 $1.0M 62k 16.76
Starwood Property Trust (STWD) 0.1 $1.0M 50k 20.88
Vanguard Mid-Cap ETF Mid Cap Etf (VO) 0.1 $1.0M 5.3k 196.96
WisdomTree Emerging Markets SmallCap Dividend Fund Emg Mkts Smcap (DGS) 0.1 $1.0M 23k 44.64
United Parcel Service, Inc. Class B CL B (UPS) 0.1 $969k 5.3k 182.55
Steris Shs Usd (STE) 0.1 $954k 4.6k 206.09
PNC Financial Services (PNC) 0.1 $928k 5.9k 157.85
iShares S&P Small-Cap 600 Value ETF Sp Smcp600vl Etf (IJS) 0.1 $924k 10k 89.06
Vanguard Tax-Exempt Bond ETF Tax Exempt Bd (VTEB) 0.1 $921k 19k 49.92
iShares Russell 2000 Growth ETF Rus 2000 Grw Etf (IWO) 0.1 $897k 4.4k 206.21
International Business Machines (IBM) 0.1 $895k 6.3k 141.21
Raytheon Technologies Corp (RTX) 0.1 $890k 9.3k 96.12
Wal-Mart Stores (WMT) 0.1 $885k 7.3k 121.55
iShares U.S. Technology ETF U.s. Tech Etf (IYW) 0.1 $863k 11k 79.91
stock 0.1 $848k 9.6k 88.49
ConocoPhillips (COP) 0.1 $826k 9.2k 89.84
Cambridge Ban (CATC) 0.1 $800k 9.7k 82.65
Dentsply Sirona (XRAY) 0.1 $800k 22k 35.74
Altria (MO) 0.1 $779k 19k 41.78
International Flavors & Fragrances (IFF) 0.1 $772k 6.5k 119.14
Emerson Electric (EMR) 0.1 $772k 9.7k 79.59
Intuit (INTU) 0.1 $757k 2.0k 385.44
Vanguard Total Bond Market ETF Total Bnd Mrkt (BND) 0.1 $747k 9.9k 75.29
L3harris Technologies (LHX) 0.1 $732k 3.0k 241.58
Paycom Software (PAYC) 0.1 $713k 2.5k 280.16
iShares S&P 500 Value ETF S&p 500 Val Etf (IVE) 0.1 $699k 5.1k 137.46
TJX Companies (TJX) 0.1 $656k 12k 55.89
SYSCO Corporation (SYY) 0.1 $652k 7.7k 84.65
Microchip Technology (MCHP) 0.1 $644k 11k 58.09
Northern Trust Corporation (NTRS) 0.1 $639k 6.6k 96.50
Ss&c Technologies Holding (SSNC) 0.1 $636k 11k 58.10
Vanguard Intermediate-Term Treasury ETF Inter Term Treas (VGIT) 0.1 $630k 10k 61.16
Boston Scientific Corporation (BSX) 0.1 $627k 17k 37.28
Church & Dwight (CHD) 0.1 $620k 6.7k 92.62
Bank of New York Mellon Corporation (BK) 0.1 $619k 15k 41.70
iShares MSCI Emerging Markets ETF Msci Emg Mkt Etf (EEM) 0.1 $617k 15k 40.07
Constellation Brands, Inc. Class A Cl A (STZ) 0.1 $613k 2.6k 232.99
Paypal Holdings (PYPL) 0.1 $613k 8.8k 69.84
iShares 1-5 Year Investment Grade Corporate Bond ETF Ishs 1-5yr Invs (IGSB) 0.0 $598k 12k 50.51
iShares Expanded Tech Sector ETF Expnd Tec Sc Etf (IGM) 0.0 $589k 2.0k 294.50
Starbucks Corporation (SBUX) 0.0 $589k 7.7k 76.42
Applied Materials (AMAT) 0.0 $581k 6.4k 90.95
Crispr Therapeutics Namen Akt (CRSP) 0.0 $580k 9.6k 60.73
Mastercard Incorporated Class A Cl A (MA) 0.0 $561k 1.8k 315.35
iShares Gold Trust Ishares New (IAU) 0.0 $558k 16k 34.29
Avery Dennison Corporation (AVY) 0.0 $552k 3.4k 161.88
Veeva Systems Inc Class A Cl A Com (VEEV) 0.0 $549k 2.8k 198.19
Baxter International 0.0 $537k 8.4k 64.17
Okta Inc CL A Cl A (OKTA) 0.0 $535k 5.9k 90.40
Wec Energy Group (WEC) 0.0 $528k 5.3k 100.55
Texas Instruments Incorporated (TXN) 0.0 $519k 3.4k 153.55
Jacobs Engineering 0.0 $511k 4.0k 127.02
VanEck Morningstar International Moat ETF Morningstar Intl (MOTI) 0.0 $503k 17k 28.88
American Water Works (AWK) 0.0 $502k 3.4k 148.87
Ingersoll Rand (IR) 0.0 $492k 12k 42.09
Vanguard High Dividend Yield Index ETF High Div Yld (VYM) 0.0 $491k 4.8k 101.66
Shell Spon Ads (SHEL) 0.0 $489k 9.4k 52.30
Skyworks Solutions (SWKS) 0.0 $467k 5.0k 92.71
Stanley Black & Decker (SWK) 0.0 $459k 4.4k 104.77
Fiserv (FI) 0.0 $457k 5.1k 88.93
Estee Lauder Companies Inc. Class A Cl A (EL) 0.0 $441k 1.7k 254.77
Roche Holding (RHHBY) 0.0 $437k 11k 41.56
Twilio Cl A (TWLO) 0.0 $433k 5.2k 83.87
Allegion Ord Shs (ALLE) 0.0 $425k 4.3k 97.79
SVB Financial (SIVBQ) 0.0 $421k 1.1k 394.93
SPDR S&P Dividend ETF S&p Divid Etf (SDY) 0.0 $411k 3.5k 118.72
Vanguard Intermediate-Term Corporate Bond ETF Int-term Corp (VCIT) 0.0 $409k 5.1k 80.04
At&t (T) 0.0 $392k 19k 20.95
GATX Corporation (GATX) 0.0 $386k 4.1k 94.05
Dollar General (DG) 0.0 $381k 1.6k 245.65
Dover Corporation (DOV) 0.0 $381k 3.1k 121.30
SPDR Portfolio Short Term Corporate Bond ETF Portfolio Short (SPSB) 0.0 $369k 12k 29.77
Meta Platforms Cl A (META) 0.0 $368k 2.3k 161.26
Vanguard Long-Term Bond ETF Long Term Bond (BLV) 0.0 $365k 4.6k 79.76
Abb Sponsored Adr (ABBNY) 0.0 $364k 14k 26.74
Deere & Company (DE) 0.0 $352k 1.2k 299.57
Block Cl A (XYZ) 0.0 $350k 5.7k 61.53
U.S. Bancorp Com New (USB) 0.0 $349k 7.6k 45.98
Crown Castle Intl (CCI) 0.0 $345k 2.1k 168.29
Generac Holdings (GNRC) 0.0 $343k 1.6k 210.43
Fastenal Company (FAST) 0.0 $342k 6.9k 49.93
Fortive (FTV) 0.0 $332k 6.1k 54.40
Envista Hldgs Corp (NVST) 0.0 $328k 8.5k 38.52
Coherent 0.0 $320k 1.2k 266.22
H&R Block 0.0 $318k 9.0k 35.33
Eaton Corp SHS (ETN) 0.0 $317k 2.5k 125.84
Waste Connections (WCN) 0.0 $306k 2.5k 124.14
Yum China Holdings (YUMC) 0.0 $306k 6.3k 48.44
Fidelity National Information Services (FIS) 0.0 $301k 3.3k 91.74
Progressive Corporation (PGR) 0.0 $296k 2.5k 116.31
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF) 0.0 $289k 1.3k 218.61
Primis Financial Corp (FRST) 0.0 $289k 21k 13.65
Blackstone Group Inc. Class A Com Cl A (BX) 0.0 $287k 3.1k 91.23
Waters Corporation (WAT) 0.0 $278k 840.00 330.95
Lennar Corporation Class A Cl A (LEN) 0.0 $274k 3.9k 70.66
Simon Property (SPG) 0.0 $256k 2.7k 95.10
Science App Int'l (SAIC) 0.0 $255k 2.7k 93.24
iShares Micro-Cap ETF Micro-cap Etf (IWC) 0.0 $252k 2.4k 104.00
Align Technology (ALGN) 0.0 $251k 1.1k 236.35
Unilever Spon Adr New (UL) 0.0 $249k 5.4k 45.77
iShares Short-Term National Muni Bond ETF Shrt Nat Mun Etf (SUB) 0.0 $247k 2.4k 104.66
Linde SHS 0.0 $246k 855.00 287.72
Johnson Controls International Plc equity (JCI) 0.0 $239k 5.0k 47.81
Trimble Navigation (TRMB) 0.0 $237k 4.1k 58.16
Flextronics Int'l Ord (FLEX) 0.0 $235k 16k 14.49
Dow (DOW) 0.0 $235k 4.6k 51.57
iShares MSCI EAFE Small-Cap ETF Eafe Sml Cp Etf (SCZ) 0.0 $235k 4.3k 54.70
CrowdStrike Holdings, Inc. Class A Cl A (CRWD) 0.0 $233k 1.4k 168.47
UGI Corporation (UGI) 0.0 $232k 6.0k 38.67
Dupont De Nemours (DD) 0.0 $231k 4.2k 55.66
GSK Sponsored Adr 0.0 $230k 5.3k 43.55
SPDR Bloomberg Barclays Convertible Securities ETF Blmbrg Brc Convrt (CWB) 0.0 $227k 3.5k 64.67
Old Dominion Freight Line (ODFL) 0.0 $220k 859.00 256.11
California Water Service (CWT) 0.0 $215k 3.9k 55.63
Relay Therapeutics (RLAY) 0.0 $214k 13k 16.79
Energy Select Sector SPDR Fund Energy (XLE) 0.0 $212k 3.0k 71.40
Cognizant Technology Solutions Corporation Class A Cl A (CTSH) 0.0 $211k 3.1k 67.63
Stericycle (SRCL) 0.0 $207k 4.7k 43.84
PIMCO 1-5 Year US TIPS Index ETF 1-5 Us Tip Idx (STPZ) 0.0 $205k 3.9k 52.36
Vanguard Total International Bond ETF Total Int Bd Etf (BNDX) 0.0 $203k 4.1k 49.63
Sprott Physical Gold and Silver Trust Tr Unit (CEF) 0.0 $203k 12k 16.84
Wells Fargo & Company (WFC) 0.0 $201k 5.1k 39.17
Antero Midstream Corp antero midstream (AM) 0.0 $136k 15k 9.07
Globalstar 0.0 $12k 10k 1.20
Athersys 0.0 $6.0k 24k 0.25