Boston Family Office

Boston Family Office as of Dec. 31, 2022

Portfolio Holdings for Boston Family Office

Boston Family Office holds 267 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.4 $54M 412k 129.93
Microsoft Corporation (MSFT) 3.1 $37M 156k 239.82
Visa Inc. Class A Com Cl A (V) 2.5 $31M 147k 207.76
SPDR S&P 500 ETF Trust Tr Unit (SPY) 2.5 $30M 79k 382.42
Union Pacific Corporation (UNP) 2.4 $29M 141k 207.07
Iqvia Holdings (IQV) 2.2 $27M 129k 204.89
Air Products & Chemicals (APD) 2.1 $25M 82k 308.26
American Tower Reit (AMT) 2.0 $24M 114k 211.86
Ansys (ANSS) 2.0 $24M 100k 241.59
Rockwell Automation (ROK) 1.8 $22M 87k 257.57
Amazon (AMZN) 1.8 $22M 261k 84.00
Thermo Fisher Scientific (TMO) 1.8 $21M 39k 550.68
NIKE, Inc. Class B CL B (NKE) 1.7 $21M 175k 117.01
Berkshire Hathaway Inc. Class B Cl B New (BRK.B) 1.7 $20M 66k 308.89
Zebra Technologies Corporation Class A Cl A (ZBRA) 1.7 $20M 79k 256.41
Marsh & McLennan Companies (MMC) 1.7 $20M 121k 165.48
Alphabet Inc. Class C Cap Stk Cl C (GOOG) 1.6 $20M 223k 88.73
Aptar (ATR) 1.6 $19M 176k 109.98
First Republic Bank/san F (FRCB) 1.6 $19M 158k 121.89
Automatic Data Processing (ADP) 1.6 $19M 78k 238.86
Roper Industries (ROP) 1.5 $18M 43k 432.10
Nextera Energy (NEE) 1.5 $18M 217k 83.60
Johnson & Johnson (JNJ) 1.4 $16M 93k 176.65
S&p Global (SPGI) 1.3 $16M 48k 334.93
Ecolab (ECL) 1.3 $16M 109k 145.56
Stryker Corporation (SYK) 1.3 $16M 64k 244.49
Solaredge Technologies (SEDG) 1.3 $15M 53k 283.28
CVS Caremark Corporation (CVS) 1.2 $14M 151k 93.19
Abbvie (ABBV) 1.1 $14M 84k 161.61
TE Connectivity SHS 1.1 $13M 114k 114.80
McCormick & Company Com Non Vtg (MKC) 1.1 $13M 153k 82.89
Adobe Systems Incorporated (ADBE) 1.0 $13M 37k 336.53
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 1.0 $12M 106k 115.36
salesforce (CRM) 1.0 $12M 92k 132.59
IDEXX Laboratories (IDXX) 1.0 $12M 30k 407.96
Danaher Corporation (DHR) 0.9 $11M 42k 265.41
Pepsi (PEP) 0.9 $11M 61k 180.65
JPMorgan Ultra-Short Income ETF Ultra Shrt Inc (JPST) 0.9 $11M 216k 50.13
Chevron Corporation (CVX) 0.9 $11M 60k 179.49
Procter & Gamble Company (PG) 0.9 $10M 69k 151.56
Abbott Laboratories (ABT) 0.9 $10M 95k 109.79
SPDR S&P Midcap 400 ETF Trust Utser1 S&pdcrp (MDY) 0.8 $9.6M 22k 442.80
JPMorgan Chase & Co. (JPM) 0.8 $9.5M 71k 134.11
Vanguard Short-Term Bond ETF Short Trm Bond (BSV) 0.7 $8.9M 118k 75.28
McDonald's Corporation (MCD) 0.7 $8.7M 33k 263.52
iShares Core S&P Small Cap ETF Core S&p Scp Etf (IJR) 0.7 $8.4M 89k 94.64
Xylem (XYL) 0.7 $8.2M 74k 110.57
Vanguard Extended Market ETF Extend Mkt Etf (VXF) 0.7 $7.9M 59k 132.86
Sherwin-Williams Company (SHW) 0.6 $7.7M 33k 237.34
Home Depot (HD) 0.6 $7.7M 24k 315.87
Servicenow (NOW) 0.6 $7.5M 19k 388.29
Teradyne (TER) 0.6 $7.4M 84k 87.34
Vanguard Short-Term Corporate Bond ETF Shrt Trm Corp Bd (VCSH) 0.6 $7.2M 96k 75.19
JPMorgan Ultra-Short Municipal Income ETF Ultra Sht Muncpl (JMST) 0.6 $7.1M 140k 50.54
Vanguard Dividend Appreciation ETF Div App Etf (VIG) 0.6 $7.0M 46k 151.86
Invesco Variable Rate Preferred ETF Var Rate Pfd (VRP) 0.6 $6.9M 310k 22.39
General Mills (GIS) 0.6 $6.7M 80k 83.85
Lincoln Electric Holdings (LECO) 0.6 $6.7M 46k 144.50
LKQ Corporation (LKQ) 0.5 $6.3M 119k 53.41
Merck & Co (MRK) 0.5 $5.9M 53k 110.95
Illumina (ILMN) 0.5 $5.7M 28k 202.19
Lowe's Companies (LOW) 0.5 $5.6M 28k 199.23
Alphabet Inc. Class A Cap Stk Cl A (GOOGL) 0.4 $5.3M 60k 88.22
Vanguard Total Stock Market ETF Total Stk Mkt (VTI) 0.4 $4.9M 26k 191.17
EOG Resources (EOG) 0.4 $4.9M 38k 129.52
Vanguard Short-Term Inflation-Protected Securities ETF Strm Infproidx (VTIP) 0.4 $4.7M 101k 46.71
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH) 0.4 $4.6M 80k 57.82
Costco Wholesale Corporation (COST) 0.4 $4.6M 10k 456.52
Verizon Communications (VZ) 0.4 $4.4M 111k 39.40
Dollar Tree (DLTR) 0.4 $4.3M 31k 141.45
Analog Devices (ADI) 0.4 $4.3M 26k 164.01
Parker-Hannifin Corporation (PH) 0.4 $4.2M 15k 291.02
Invesco QQQ Trust Unit Ser 1 (QQQ) 0.3 $4.0M 15k 266.27
Novo Nordisk A/S Sponsored ADR Class B Adr (NVO) 0.3 $3.9M 29k 135.35
Palo Alto Networks (PANW) 0.3 $3.7M 27k 139.52
Pfizer (PFE) 0.3 $3.6M 71k 51.24
RPM International (RPM) 0.3 $3.5M 36k 97.44
iShares Core S&P 500 ETF Core S&p500 Etf (IVV) 0.3 $3.4M 8.8k 384.17
Norfolk Southern (NSC) 0.3 $3.4M 14k 246.39
Walt Disney Company (DIS) 0.3 $3.1M 36k 86.89
Waste Management (WM) 0.3 $3.1M 20k 156.87
Exxon Mobil Corporation (XOM) 0.2 $3.0M 27k 110.29
Becton, Dickinson and (BDX) 0.2 $3.0M 12k 254.27
Coca-Cola Company (KO) 0.2 $2.9M 46k 63.61
Hubbell (HUBB) 0.2 $2.8M 12k 234.67
Target Corporation (TGT) 0.2 $2.8M 19k 149.02
Eli Lilly & Co. (LLY) 0.2 $2.6M 7.2k 365.79
Illinois Tool Works (ITW) 0.2 $2.6M 12k 220.33
Mondelez International, Inc. Class A Cl A (MDLZ) 0.2 $2.6M 38k 66.65
Intel Corporation (INTC) 0.2 $2.5M 96k 26.43
iShares Russell Midcap ETF Rus Mid Cap Etf (IWR) 0.2 $2.5M 36k 67.45
Colgate-Palmolive Company (CL) 0.2 $2.4M 31k 78.78
Vanguard FTSE Developed Markets ETF Ftse Dev Mkt Etf (VEA) 0.2 $2.4M 57k 41.98
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH) 0.2 $2.4M 9.9k 241.93
Middleby Corporation (MIDD) 0.2 $2.4M 18k 133.90
iShares Floating Rate Bond ETF Fltg Rate Nt Etf (FLOT) 0.2 $2.3M 47k 50.32
Comcast Corporation Class A Cl A (CMCSA) 0.2 $2.3M 67k 34.97
Qualcomm (QCOM) 0.2 $2.3M 21k 109.96
Diageo Spon Adr New (DEO) 0.2 $2.3M 13k 178.16
iShares TR Ibonds 23 Ibonds 23 Trm Ts 0.2 $2.3M 92k 24.70
iShares Treasury Floating Rate Bond ETF TRS FLT RT BD (TFLO) 0.2 $2.3M 45k 50.41
C.H. Robinson Worldwide Com New (CHRW) 0.2 $2.2M 25k 91.56
Amgen (AMGN) 0.2 $2.2M 8.5k 262.58
Clorox Company (CLX) 0.2 $2.2M 16k 140.35
Trane Technologies SHS (TT) 0.2 $2.2M 13k 168.11
iShares TR Ibonds 24 Ibonds 24 Trm Ts 0.2 $2.2M 91k 23.85
Vanguard Large-Cap ETF Large Cap Etf (VV) 0.2 $2.2M 12k 174.21
FedEx Corporation (FDX) 0.2 $2.1M 12k 173.21
Vanguard Total International Stock ETF Vg Tl Intl Stk F (VXUS) 0.2 $1.9M 38k 51.72
Bristol Myers Squibb (BMY) 0.2 $1.9M 27k 71.95
American Express Company (AXP) 0.2 $1.9M 13k 147.74
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO) 0.2 $1.9M 5.4k 351.36
Vanguard FTSE All-World ex-US ETF Allwrld Ex Us (VEU) 0.2 $1.9M 38k 50.13
Welltower Inc Com reit (WELL) 0.2 $1.9M 29k 65.55
Tyler Technologies (TYL) 0.2 $1.8M 5.6k 322.39
Oracle Corporation (ORCL) 0.1 $1.8M 22k 81.73
UnitedHealth (UNH) 0.1 $1.7M 3.3k 530.35
Cisco Systems (CSCO) 0.1 $1.7M 36k 47.65
3M Company (MMM) 0.1 $1.6M 14k 119.91
AFLAC Incorporated (AFL) 0.1 $1.6M 22k 71.94
TJX Companies (TJX) 0.1 $1.6M 20k 79.60
Hologic (HOLX) 0.1 $1.6M 21k 74.80
iShares S&P Mid-Cap 400 Value ETF S&p Mc 400vl Etf (IJJ) 0.1 $1.6M 16k 100.78
Neogen Corporation (NEOG) 0.1 $1.5M 101k 15.23
Gilead Sciences (GILD) 0.1 $1.5M 18k 85.86
NVIDIA Corporation (NVDA) 0.1 $1.5M 10k 146.12
Synopsys (SNPS) 0.1 $1.5M 4.7k 319.39
VanEck Morningstar Wide Moat ETF Morningstar Wide (MOAT) 0.1 $1.5M 23k 64.91
Vanguard Mid-Cap ETF Mid Cap Etf (VO) 0.1 $1.4M 7.0k 203.87
Berkshire Hathaway Inc. Class A Cl A (BRK.A) 0.1 $1.4M 3.00 468666.67
Honeywell International (HON) 0.1 $1.4M 6.5k 214.30
Weyerhaeuser Company Com New (WY) 0.1 $1.4M 45k 31.01
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO) 0.1 $1.4M 35k 38.98
Philip Morris International (PM) 0.1 $1.3M 13k 101.18
Novartis Sponsored Adr (NVS) 0.1 $1.3M 15k 90.70
United Parcel Service, Inc. Class B CL B (UPS) 0.1 $1.3M 7.7k 173.79
Corning Incorporated (GLW) 0.1 $1.3M 40k 31.93
Medtronic SHS (MDT) 0.1 $1.3M 16k 77.71
Wolfspeed (WOLF) 0.1 $1.3M 18k 69.06
iShares Russell 2000 ETF Russell 2000 Etf (IWM) 0.1 $1.2M 7.0k 174.41
Kellogg Company (K) 0.1 $1.2M 17k 71.26
Accenture Plc Class A Shs Class A (ACN) 0.1 $1.2M 4.4k 266.74
iShares Expanded Tech Sector ETF Expnd Tec Sc Etf (IGM) 0.1 $1.2M 4.1k 279.95
iShares S&P 500 Growth ETF S&p 500 Grwt Etf (IVW) 0.1 $1.2M 20k 58.50
Kimberly-Clark Corporation (KMB) 0.1 $1.1M 8.4k 135.75
Vanguard Real Estate ETF Real Estate Etf (VNQ) 0.1 $1.1M 13k 82.50
Kinder Morgan (KMI) 0.1 $1.1M 60k 18.08
ConocoPhillips (COP) 0.1 $1.1M 9.2k 118.01
Wal-Mart Stores (WMT) 0.1 $1.0M 7.3k 141.78
WisdomTree Emerging Markets SmallCap Dividend Fund Emg Mkts Smcap (DGS) 0.1 $1.0M 24k 43.99
Starwood Property Trust (STWD) 0.1 $1.0M 55k 18.33
Seagate Technology Holdings SHS (STX) 0.1 $1.0M 19k 52.63
Estee Lauder Companies Inc. Class A Cl A (EL) 0.1 $956k 3.9k 247.99
iShares Russell 2000 Growth ETF Rus 2000 Grw Etf (IWO) 0.1 $933k 4.4k 214.48
Raytheon Technologies Corp (RTX) 0.1 $904k 9.0k 100.90
Emerson Electric (EMR) 0.1 $896k 9.3k 96.11
Vanguard Intermediate-Term Treasury ETF Inter Term Treas (VGIT) 0.1 $886k 15k 58.46
Starbucks Corporation (SBUX) 0.1 $870k 8.8k 99.21
Vanguard Total Bond Market ETF Total Bnd Mrkt (BND) 0.1 $867k 12k 71.84
Steris Shs Usd (STE) 0.1 $855k 4.6k 184.71
iShares S&P Small-Cap 600 Value ETF Sp Smcp600vl Etf (IJS) 0.1 $832k 9.1k 91.35
Diamondback Energy (FANG) 0.1 $821k 6.0k 136.83
Vanguard Intermediate-Term Bond ETF Intermed Term (BIV) 0.1 $816k 11k 74.33
L3harris Technologies (LHX) 0.1 $807k 3.9k 208.26
iShares TR Ibonds 25 Ibonds 25 Trm Ts (IBTF) 0.1 $804k 35k 23.27
iShares U.S. Technology ETF U.s. Tech Etf (IYW) 0.1 $804k 11k 74.44
Generac Holdings (GNRC) 0.1 $794k 7.9k 100.65
SPDR S&P Biotech ETF S&p Biotech (XBI) 0.1 $786k 9.5k 83.00
Dominion Resources (D) 0.1 $775k 13k 61.34
Boston Scientific Corporation (BSX) 0.1 $769k 17k 46.28
Cambridge Ban (CATC) 0.1 $762k 9.2k 83.02
Altria (MO) 0.1 $742k 16k 45.71
iShares S&P 500 Value ETF S&p 500 Val Etf (IVE) 0.1 $738k 5.1k 145.13
PNC Financial Services (PNC) 0.1 $696k 4.4k 157.86
SVB Financial (SIVBQ) 0.1 $689k 3.0k 230.20
Applied Materials (AMAT) 0.1 $657k 6.7k 97.43
Intuit (INTU) 0.1 $657k 1.7k 388.99
SYSCO Corporation (SYY) 0.1 $642k 8.4k 76.50
Bank of New York Mellon Corporation (BK) 0.1 $630k 14k 45.55
Microchip Technology (MCHP) 0.1 $606k 8.6k 70.20
Mastercard Incorporated Class A Cl A (MA) 0.1 $602k 1.7k 347.98
Ingersoll Rand (IR) 0.0 $593k 11k 52.22
Northern Trust Corporation (NTRS) 0.0 $586k 6.6k 88.49
iShares MSCI Emerging Markets ETF Msci Emg Mkt Etf (EEM) 0.0 $584k 15k 37.93
Paycom Software (PAYC) 0.0 $580k 1.9k 310.16
American Water Works (AWK) 0.0 $563k 3.7k 152.29
Avery Dennison Corporation (AVY) 0.0 $548k 3.0k 180.86
Amphenol Corporation Cl A (APH) 0.0 $547k 7.2k 76.09
Ginkgo Bioworks Cl A Shs 0.0 $542k 321k 1.69
Vanguard High Dividend Yield Index ETF High Div Yld (VYM) 0.0 $523k 4.8k 108.28
Technology Select Sector SPDR Fund Technology (XLK) 0.0 $523k 4.2k 124.38
Simon Property (SPG) 0.0 $518k 4.4k 117.49
Texas Instruments Incorporated (TXN) 0.0 $506k 3.1k 165.31
Deere & Company (DE) 0.0 $504k 1.2k 428.94
Abb Sponsored Adr (ABBNY) 0.0 $502k 17k 30.47
Vanguard Long-Term Bond ETF Long Term Bond (BLV) 0.0 $501k 6.9k 72.48
Church & Dwight (CHD) 0.0 $495k 6.1k 80.57
Wec Energy Group (WEC) 0.0 $492k 5.3k 93.70
Shell Spon Ads (SHEL) 0.0 $484k 8.5k 56.93
Jacobs Engineering Group (J) 0.0 $483k 4.0k 120.06
GATX Corporation (GATX) 0.0 $472k 4.4k 106.38
iShares 1-5 Year Investment Grade Corporate Bond ETF Ishs 1-5yr Invs (IGSB) 0.0 $461k 9.3k 49.82
Allegion Ord Shs (ALLE) 0.0 $457k 4.3k 105.15
Fiserv (FI) 0.0 $450k 4.5k 101.12
Skyworks Solutions (SWKS) 0.0 $449k 4.9k 91.08
Veeva Systems Inc Class A Cl A Com (VEEV) 0.0 $447k 2.8k 161.37
SPDR S&P Dividend ETF S&p Divid Etf (SDY) 0.0 $433k 3.5k 125.07
Baxter International 0.0 $427k 8.4k 51.03
Dover Corporation (DOV) 0.0 $425k 3.1k 135.31
iShares Gold Trust Ishares New (IAU) 0.0 $425k 12k 34.62
Eaton Corp SHS (ETN) 0.0 $416k 2.7k 156.86
Dentsply Sirona (XRAY) 0.0 $398k 13k 31.87
Crispr Therapeutics Namen Akt (CRSP) 0.0 $388k 9.6k 40.63
International Business Machines (IBM) 0.0 $387k 2.7k 140.93
International Flavors & Fragrances (IFF) 0.0 $371k 3.5k 104.95
VanEck Morningstar International Moat ETF Morningstar Intl (MOTI) 0.0 $367k 13k 28.90
Lennar Corporation Class A Cl A (LEN) 0.0 $351k 3.9k 90.51
stock 0.0 $347k 4.0k 86.04
Fortive (FTV) 0.0 $346k 5.4k 64.28
SPDR Portfolio Short Term Corporate Bond ETF Portfolio Short (SPSB) 0.0 $344k 12k 29.40
Dollar General (DG) 0.0 $340k 1.4k 246.20
Zimmer Holdings (ZBH) 0.0 $338k 2.7k 127.50
H&R Block 0.0 $329k 9.0k 36.56
Fastenal Company (FAST) 0.0 $324k 6.9k 47.30
Johnson Controls International Plc equity (JCI) 0.0 $324k 5.1k 63.97
Flextronics Int'l Ord (FLEX) 0.0 $316k 15k 21.47
U.S. Bancorp Com New (USB) 0.0 $308k 7.1k 43.67
At&t (T) 0.0 $307k 17k 18.42
Yum China Holdings (YUMC) 0.0 $305k 5.6k 54.68
Science App Int'l (SAIC) 0.0 $303k 2.7k 110.79
Waste Connections (WCN) 0.0 $298k 2.2k 132.74
Paypal Holdings (PYPL) 0.0 $294k 4.1k 71.24
iShares Short-Term National Muni Bond ETF Shrt Nat Mun Etf (SUB) 0.0 $291k 2.8k 104.41
Progressive Corporation (PGR) 0.0 $290k 2.2k 129.75
Envista Hldgs Corp (NVST) 0.0 $287k 8.5k 33.71
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF) 0.0 $283k 1.3k 214.07
Alcon Ord Shs (ALC) 0.0 $283k 4.1k 68.52
Linde SHS 0.0 $279k 855.00 326.32
Unilever Spon Adr New (UL) 0.0 $274k 5.4k 50.37
Vanguard Intermediate-Term Corporate Bond ETF Int-term Corp (VCIT) 0.0 $270k 3.5k 77.56
Ss&c Technologies Holding (SSNC) 0.0 $264k 5.1k 52.12
Stanley Black & Decker (SWK) 0.0 $263k 3.5k 75.16
Constellation Brands, Inc. Class A Cl A (STZ) 0.0 $261k 1.1k 231.38
iShares Micro-Cap ETF Micro-cap Etf (IWC) 0.0 $261k 2.4k 107.72
Energy Select Sector SPDR Fund Energy (XLE) 0.0 $260k 3.0k 87.57
Caterpillar (CAT) 0.0 $257k 1.1k 239.74
Old Dominion Freight Line (ODFL) 0.0 $244k 859.00 284.05
iShares PHLX Semiconductor ETF Ishares Semicdtr (SOXX) 0.0 $241k 694.00 347.26
California Water Service (CWT) 0.0 $234k 3.9k 60.54
4068594 Enphase Energy (ENPH) 0.0 $232k 875.00 265.14
Roche Holding (RHHBY) 0.0 $227k 5.8k 39.18
SPDR Bloomberg Barclays Convertible Securities ETF Blmbrg Brc Convrt (CWB) 0.0 $226k 3.5k 64.39
Meta Platforms Cl A (META) 0.0 $222k 1.8k 120.52
UGI Corporation (UGI) 0.0 $222k 6.0k 37.00
Sprott Physical Gold and Silver Trust Tr Unit (CEF) 0.0 $219k 12k 17.94
iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA) 0.0 $218k 3.5k 61.62
Primis Financial Corp (FRST) 0.0 $213k 18k 11.87
Travelers Companies (TRV) 0.0 $206k 1.1k 187.27
Trimble Navigation (TRMB) 0.0 $206k 4.1k 50.55
Blackstone Group Inc. Class A Com Cl A (BX) 0.0 $205k 2.8k 74.17
Invesco S&P 500 Equal Weight ETF S&p500 Eql Wgt (RSP) 0.0 $205k 1.4k 141.48
iShares MSCI EAFE Small-Cap ETF Eafe Sml Cp Etf (SCZ) 0.0 $203k 3.6k 56.45
Vanguard Total International Bond ETF Total Int Bd Etf (BNDX) 0.0 $201k 4.2k 47.48
Relay Therapeutics (RLAY) 0.0 $185k 12k 14.92
VanEck Vectors Short Muni ETF Vaneck Shrt Muni (SMB) 0.0 $179k 11k 16.89
Antero Midstream Corp antero midstream (AM) 0.0 $162k 15k 10.80
Globalstar (GSAT) 0.0 $146k 110k 1.33