Boston Family Office

Boston Family Office as of March 31, 2023

Portfolio Holdings for Boston Family Office

Boston Family Office holds 260 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.3 $66M 402k 164.90
Microsoft Corporation (MSFT) 3.5 $44M 152k 288.28
Ansys (ANSS) 2.7 $34M 102k 332.80
Visa Inc. Class A Com Cl A (V) 2.6 $33M 146k 225.46
SPDR S&P 500 ETF Trust Tr Unit (SPY) 2.6 $32M 79k 409.38
Union Pacific Corporation (UNP) 2.3 $28M 140k 201.26
Amazon (AMZN) 2.2 $28M 271k 103.29
Iqvia Holdings (IQV) 2.1 $26M 131k 198.89
Zebra Technologies Corporation Class A Cl A (ZBRA) 2.1 $26M 81k 318.00
Rockwell Automation (ROK) 2.0 $25M 86k 293.45
American Tower Reit (AMT) 1.9 $24M 115k 204.34
Air Products & Chemicals (APD) 1.8 $23M 80k 287.20
Alphabet Inc. Class C Cap Stk Cl C (GOOG) 1.8 $23M 219k 104.00
Aptar (ATR) 1.8 $22M 185k 118.19
Thermo Fisher Scientific (TMO) 1.7 $22M 38k 576.38
NIKE, Inc. Class B CL B (NKE) 1.7 $21M 168k 122.63
Berkshire Hathaway Inc. Class B Cl B New (BRK.B) 1.6 $20M 65k 308.77
Marsh & McLennan Companies (MMC) 1.5 $19M 114k 166.55
Roper Industries (ROP) 1.5 $19M 43k 440.68
Stryker Corporation (SYK) 1.5 $18M 63k 285.46
Ecolab (ECL) 1.4 $18M 108k 165.53
Automatic Data Processing (ADP) 1.4 $17M 77k 222.62
Nextera Energy (NEE) 1.3 $17M 217k 77.08
S&p Global (SPGI) 1.3 $17M 48k 344.78
salesforce (CRM) 1.3 $17M 83k 199.77
Solaredge Technologies (SEDG) 1.3 $17M 54k 303.95
IDEXX Laboratories (IDXX) 1.2 $15M 30k 500.07
Adobe Systems Incorporated (ADBE) 1.2 $15M 38k 385.36
Johnson & Johnson (JNJ) 1.1 $14M 92k 154.99
Abbvie (ABBV) 1.1 $13M 83k 159.36
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 1.0 $13M 106k 121.70
McCormick & Company Com Non Vtg (MKC) 1.0 $13M 152k 83.21
Chevron Corporation (CVX) 0.9 $11M 70k 163.15
CVS Caremark Corporation (CVS) 0.9 $11M 149k 74.31
TE Connectivity SHS (TEL) 0.9 $11M 83k 131.16
Pepsi (PEP) 0.9 $11M 60k 182.29
JPMorgan Ultra-Short Income ETF Ultra Shrt Inc (JPST) 0.9 $11M 214k 50.32
Procter & Gamble Company (PG) 0.8 $10M 68k 148.68
Danaher Corporation (DHR) 0.8 $10M 40k 252.06
SPDR S&P Midcap 400 ETF Trust Utser1 S&pdcrp (MDY) 0.8 $9.8M 21k 458.45
Abbott Laboratories (ABT) 0.8 $9.6M 95k 101.27
Teradyne (TER) 0.8 $9.4M 87k 107.52
McDonald's Corporation (MCD) 0.7 $9.3M 33k 279.60
Servicenow (NOW) 0.7 $9.2M 20k 464.75
Vanguard Short-Term Bond ETF Short Trm Bond (BSV) 0.7 $8.9M 117k 76.48
Xylem (XYL) 0.7 $8.4M 80k 104.70
iShares Core S&P Small Cap ETF Core S&p Scp Etf (IJR) 0.7 $8.4M 87k 96.70
JPMorgan Chase & Co. (JPM) 0.7 $8.3M 63k 130.32
Lincoln Electric Holdings (LECO) 0.6 $7.8M 46k 169.12
Vanguard Extended Market ETF Extend Mkt Etf (VXF) 0.6 $7.6M 54k 140.19
Sherwin-Williams Company (SHW) 0.6 $7.3M 32k 224.76
Vanguard Dividend Appreciation ETF Div App Etf (VIG) 0.6 $7.2M 46k 154.01
Home Depot (HD) 0.6 $7.1M 24k 295.15
Vanguard Short-Term Corporate Bond ETF Shrt Trm Corp Bd (VCSH) 0.6 $6.9M 91k 76.23
Costco Wholesale Corporation (COST) 0.5 $6.8M 14k 496.94
Invesco Variable Rate Preferred ETF Var Rate Pfd (VRP) 0.5 $6.8M 306k 22.15
JPMorgan Ultra-Short Municipal Income ETF Ultra Sht Muncpl (JMST) 0.5 $6.8M 134k 50.79
LKQ Corporation (LKQ) 0.5 $6.7M 119k 56.77
Illumina (ILMN) 0.5 $6.5M 28k 232.54
General Mills (GIS) 0.5 $6.3M 74k 85.47
Alphabet Inc. Class A Cap Stk Cl A (GOOGL) 0.5 $6.2M 60k 103.74
EOG Resources (EOG) 0.5 $5.9M 52k 114.65
Merck & Co (MRK) 0.5 $5.7M 53k 106.38
Lowe's Companies (LOW) 0.4 $5.6M 28k 199.96
Palo Alto Networks (PANW) 0.4 $5.2M 26k 199.73
Vanguard Total Stock Market ETF Total Stk Mkt (VTI) 0.4 $5.2M 26k 204.12
Analog Devices (ADI) 0.4 $5.2M 26k 197.21
Vanguard Short-Term Inflation-Protected Securities ETF Strm Infproidx (VTIP) 0.4 $5.1M 106k 47.82
Parker-Hannifin Corporation (PH) 0.4 $4.8M 14k 336.08
Invesco QQQ Trust Unit Ser 1 (QQQ) 0.4 $4.5M 14k 320.87
Dollar Tree (DLTR) 0.4 $4.4M 31k 143.57
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH) 0.3 $4.3M 74k 58.53
Verizon Communications (VZ) 0.3 $4.0M 103k 38.88
Novo Nordisk A/S Sponsored ADR Class B Adr (NVO) 0.3 $3.9M 25k 159.14
iShares Core S&P 500 ETF Core S&p500 Etf (IVV) 0.3 $3.7M 8.9k 411.08
Walt Disney Company (DIS) 0.3 $3.6M 36k 100.13
Waste Management (WM) 0.3 $3.2M 19k 163.13
RPM International (RPM) 0.3 $3.1M 36k 87.22
Clorox Company (CLX) 0.2 $3.1M 20k 158.20
Target Corporation (TGT) 0.2 $3.1M 19k 165.58
Hubbell (HUBB) 0.2 $2.9M 12k 243.27
Exxon Mobil Corporation (XOM) 0.2 $2.9M 27k 109.67
Illinois Tool Works (ITW) 0.2 $2.9M 12k 243.49
Pfizer (PFE) 0.2 $2.9M 70k 40.79
iShares Treasury Floating Rate Bond ETF TRS FLT RT BD (TFLO) 0.2 $2.8M 56k 50.59
Coca-Cola Company (KO) 0.2 $2.8M 46k 62.01
FedEx Corporation (FDX) 0.2 $2.8M 12k 228.48
Becton, Dickinson and (BDX) 0.2 $2.8M 11k 247.62
Norfolk Southern (NSC) 0.2 $2.7M 13k 212.06
Qualcomm (QCOM) 0.2 $2.7M 21k 127.57
iShares TR Ibonds 23 Ibonds 23 Trm Ts 0.2 $2.6M 106k 24.81
Comcast Corporation Class A Cl A (CMCSA) 0.2 $2.6M 69k 37.92
Vanguard FTSE Developed Markets ETF Ftse Dev Mkt Etf (VEA) 0.2 $2.6M 57k 45.18
iShares Russell Midcap ETF Rus Mid Cap Etf (IWR) 0.2 $2.5M 36k 69.90
Mondelez International, Inc. Class A Cl A (MDLZ) 0.2 $2.5M 36k 69.75
Eli Lilly & Co. (LLY) 0.2 $2.5M 7.2k 343.52
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH) 0.2 $2.5M 9.8k 250.18
C.H. Robinson Worldwide Com New (CHRW) 0.2 $2.4M 25k 99.34
Trane Technologies SHS (TT) 0.2 $2.4M 13k 184.03
iShares Floating Rate Bond ETF Fltg Rate Nt Etf (FLOT) 0.2 $2.4M 47k 50.40
Diageo Spon Adr New (DEO) 0.2 $2.3M 13k 181.13
Middleby Corporation (MIDD) 0.2 $2.3M 16k 146.58
Vanguard FTSE All-World ex-US ETF Allwrld Ex Us (VEU) 0.2 $2.3M 43k 53.47
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO) 0.2 $2.3M 6.0k 376.20
American Express Company (AXP) 0.2 $2.2M 13k 165.01
Vanguard Large-Cap ETF Large Cap Etf (VV) 0.2 $2.0M 11k 186.89
Intel Corporation (INTC) 0.2 $2.0M 62k 32.68
iShares TR Ibonds 24 Ibonds 24 Trm Ts (IBTE) 0.2 $2.0M 85k 24.02
Vanguard Total International Stock ETF Vg Tl Intl Stk F (VXUS) 0.2 $2.0M 37k 55.19
NVIDIA Corporation (NVDA) 0.2 $2.0M 7.3k 277.83
Amgen (AMGN) 0.2 $2.0M 8.4k 241.85
Welltower Inc Com reit (WELL) 0.2 $2.0M 28k 71.68
Bristol Myers Squibb (BMY) 0.2 $2.0M 29k 69.28
Neogen Corporation (NEOG) 0.1 $1.9M 101k 18.52
Eaton Corp SHS (ETN) 0.1 $1.8M 11k 171.37
Oracle Corporation (ORCL) 0.1 $1.8M 19k 92.89
VanEck Morningstar Wide Moat ETF Morningstar Wide (MOAT) 0.1 $1.7M 23k 73.85
Hologic (HOLX) 0.1 $1.7M 21k 80.66
Synopsys (SNPS) 0.1 $1.7M 4.3k 386.10
TJX Companies (TJX) 0.1 $1.7M 21k 77.89
UnitedHealth (UNH) 0.1 $1.6M 3.5k 472.70
Cisco Systems (CSCO) 0.1 $1.5M 30k 52.25
Tyler Technologies (TYL) 0.1 $1.5M 4.3k 354.73
Gilead Sciences (GILD) 0.1 $1.5M 18k 83.01
United Parcel Service, Inc. Class B CL B (UPS) 0.1 $1.5M 7.5k 193.97
AFLAC Incorporated (AFL) 0.1 $1.4M 22k 64.53
Corning Incorporated (GLW) 0.1 $1.4M 40k 35.28
3M Company (MMM) 0.1 $1.4M 13k 105.12
Berkshire Hathaway Inc. Class A Cl A (BRK.A) 0.1 $1.4M 3.00 465333.33
Medtronic SHS (MDT) 0.1 $1.4M 17k 80.57
Novartis Sponsored Adr (NVS) 0.1 $1.4M 15k 92.02
Weyerhaeuser Company Com New (WY) 0.1 $1.4M 45k 30.15
iShares S&P Mid-Cap 400 Value ETF S&p Mc 400vl Etf (IJJ) 0.1 $1.3M 13k 102.71
Vanguard Mid-Cap ETF Mid Cap Etf (VO) 0.1 $1.3M 6.3k 210.98
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO) 0.1 $1.3M 33k 40.40
Philip Morris International (PM) 0.1 $1.3M 14k 97.18
iShares S&P 500 Growth ETF S&p 500 Grwt Etf (IVW) 0.1 $1.3M 20k 63.87
Seagate Technology Holdings SHS (STX) 0.1 $1.3M 19k 66.11
iShares Russell 2000 ETF Russell 2000 Etf (IWM) 0.1 $1.3M 7.0k 178.38
Honeywell International (HON) 0.1 $1.3M 6.5k 191.23
Accenture Plc Class A Shs Class A (ACN) 0.1 $1.3M 4.4k 285.71
Vanguard Real Estate ETF Real Estate Etf (VNQ) 0.1 $1.2M 14k 83.09
Wolfspeed (WOLF) 0.1 $1.2M 18k 64.98
Kimberly-Clark Corporation (KMB) 0.1 $1.1M 8.4k 134.21
Kellogg Company (K) 0.1 $1.1M 17k 66.97
Wal-Mart Stores (WMT) 0.1 $1.1M 7.3k 147.50
WisdomTree Emerging Markets SmallCap Dividend Fund Emg Mkts Smcap (DGS) 0.1 $1.1M 24k 45.79
Kinder Morgan (KMI) 0.1 $1.1M 60k 17.50
iShares U.S. Technology ETF U.s. Tech Etf (IYW) 0.1 $1.0M 11k 92.78
iShares Expanded Tech Sector ETF Expnd Tec Sc Etf (IGM) 0.1 $998k 2.9k 338.99
iShares Russell 2000 Growth ETF Rus 2000 Grw Etf (IWO) 0.1 $986k 4.4k 226.67
Estee Lauder Companies Inc. Class A Cl A (EL) 0.1 $980k 4.0k 246.54
Starwood Property Trust (STWD) 0.1 $958k 54k 17.69
Vanguard Intermediate-Term Treasury ETF Inter Term Treas (VGIT) 0.1 $908k 15k 59.91
ConocoPhillips (COP) 0.1 $906k 9.1k 99.14
Vanguard Total Bond Market ETF Total Bnd Mrkt (BND) 0.1 $892k 12k 73.91
Starbucks Corporation (SBUX) 0.1 $886k 8.5k 104.16
Steris Shs Usd (STE) 0.1 $886k 4.6k 191.40
Generac Holdings (GNRC) 0.1 $850k 7.9k 108.01
Raytheon Technologies Corp (RTX) 0.1 $848k 8.7k 97.88
iShares TR Ibonds 25 Ibonds 25 Trm Ts (IBTF) 0.1 $814k 35k 23.56
Diamondback Energy (FANG) 0.1 $812k 6.0k 135.33
Emerson Electric (EMR) 0.1 $812k 9.3k 87.10
Amphenol Corporation Cl A (APH) 0.1 $786k 9.6k 81.81
iShares S&P 500 Value ETF S&p 500 Val Etf (IVE) 0.1 $772k 5.1k 151.82
Intuit (INTU) 0.1 $754k 1.7k 446.42
Vanguard Intermediate-Term Bond ETF Intermed Term (BIV) 0.1 $736k 9.6k 76.75
Altria (MO) 0.1 $728k 16k 44.57
Microchip Technology (MCHP) 0.1 $716k 8.5k 83.79
Caterpillar (CAT) 0.1 $714k 3.1k 228.70
iShares S&P Small-Cap 600 Value ETF Sp Smcp600vl Etf (IJS) 0.1 $670k 7.2k 93.51
Ingersoll Rand (IR) 0.1 $660k 11k 58.12
Applied Materials (AMAT) 0.1 $634k 5.2k 122.80
Mastercard Incorporated Class A Cl A (MA) 0.1 $628k 1.7k 363.01
Bank of New York Mellon Corporation (BK) 0.1 $628k 14k 45.41
iShares MSCI Emerging Markets ETF Msci Emg Mkt Etf (EEM) 0.0 $608k 15k 39.49
Cambridge Ban (CATC) 0.0 $586k 9.0k 64.90
Northern Trust Corporation (NTRS) 0.0 $584k 6.6k 88.19
Skyworks Solutions (SWKS) 0.0 $582k 4.9k 118.05
Texas Instruments Incorporated (TXN) 0.0 $564k 3.0k 185.77
PNC Financial Services (PNC) 0.0 $560k 4.4k 127.01
American Water Works (AWK) 0.0 $560k 3.8k 146.64
SPDR S&P Biotech ETF S&p Biotech (XBI) 0.0 $554k 7.3k 76.15
Church & Dwight (CHD) 0.0 $544k 6.1k 88.54
Avery Dennison Corporation (AVY) 0.0 $542k 3.0k 178.88
Colgate-Palmolive Company (CL) 0.0 $518k 6.9k 75.05
Vanguard High Dividend Yield Index ETF High Div Yld (VYM) 0.0 $510k 4.8k 105.59
Abb Sponsored Adr (ABBNY) 0.0 $504k 15k 34.24
Wec Energy Group (WEC) 0.0 $498k 5.3k 94.84
Shell Spon Ads (SHEL) 0.0 $494k 8.6k 57.58
Dentsply Sirona (XRAY) 0.0 $490k 13k 39.23
GATX Corporation (GATX) 0.0 $488k 4.4k 109.98
Deere & Company (DE) 0.0 $486k 1.2k 413.62
Fiserv (FI) 0.0 $478k 4.2k 113.14
Paycom Software (PAYC) 0.0 $478k 1.6k 304.46
Dover Corporation (DOV) 0.0 $478k 3.1k 152.18
Boston Scientific Corporation (BSX) 0.0 $478k 9.6k 49.96
Jacobs Engineering Group (J) 0.0 $472k 4.0k 117.33
iShares 1-5 Year Investment Grade Corporate Bond ETF Ishs 1-5yr Invs (IGSB) 0.0 $468k 9.3k 50.57
Allegion Ord Shs (ALLE) 0.0 $464k 4.3k 106.76
iShares Gold Trust Ishares New (IAU) 0.0 $458k 12k 37.31
SYSCO Corporation (SYY) 0.0 $448k 5.8k 77.08
Crispr Therapeutics Namen Akt (CRSP) 0.0 $432k 9.6k 45.24
Vanguard Long-Term Bond ETF Long Term Bond (BLV) 0.0 $430k 5.6k 76.59
SPDR S&P Dividend ETF S&p Divid Etf (SDY) 0.0 $426k 3.4k 123.55
Ginkgo Bioworks Cl A Shs (DNA) 0.0 $426k 321k 1.33
Veeva Systems Inc Class A Cl A Com (VEEV) 0.0 $420k 2.3k 183.41
Lennar Corporation Class A Cl A (LEN) 0.0 $408k 3.9k 105.21
VanEck Morningstar International Moat ETF Morningstar Intl (MOTI) 0.0 $406k 13k 31.97
International Business Machines (IBM) 0.0 $404k 3.1k 131.25
Dominion Resources (D) 0.0 $402k 7.2k 55.79
stock 0.0 $384k 4.0k 96.12
At&t (T) 0.0 $384k 20k 19.21
Duolingo, Inc. Class A Cl A Com (DUOL) 0.0 $380k 2.7k 142.27
Fastenal Company (FAST) 0.0 $370k 6.9k 54.01
Yum China Holdings (YUMC) 0.0 $366k 5.8k 63.41
Zimmer Holdings (ZBH) 0.0 $360k 2.8k 129.50
Fortive (FTV) 0.0 $358k 5.3k 67.98
Envista Hldgs Corp (NVST) 0.0 $348k 8.5k 40.87
Meta Platforms Cl A (META) 0.0 $346k 1.6k 211.36
Baxter International 0.0 $340k 8.4k 40.63
Flextronics Int'l Ord (FLEX) 0.0 $338k 15k 22.97
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF) 0.0 $324k 1.3k 245.08
H&R Block 0.0 $318k 9.0k 35.33
Paypal Holdings (PYPL) 0.0 $314k 4.1k 76.08
Johnson Controls International Plc equity (JCI) 0.0 $306k 5.1k 60.41
Linde SHS (LIN) 0.0 $304k 855.00 355.56
Science App Int'l (SAIC) 0.0 $294k 2.7k 107.50
iShares Short-Term National Muni Bond ETF Shrt Nat Mun Etf (SUB) 0.0 $292k 2.8k 104.77
Alcon Ord Shs (ALC) 0.0 $292k 4.1k 70.70
Unilever Spon Adr New (UL) 0.0 $282k 5.4k 51.84
Vanguard Intermediate-Term Corporate Bond ETF Int-term Corp (VCIT) 0.0 $280k 3.5k 80.44
Ss&c Technologies Holding (SSNC) 0.0 $274k 4.8k 56.61
Stanley Black & Decker (SWK) 0.0 $274k 3.4k 80.40
International Flavors & Fragrances (IFF) 0.0 $274k 3.0k 92.01
iShares Micro-Cap ETF Micro-cap Etf (IWC) 0.0 $254k 2.4k 104.83
Energy Select Sector SPDR Fund Energy (XLE) 0.0 $246k 3.0k 82.86
U.S. Bancorp Com New (USB) 0.0 $238k 6.6k 36.09
iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA) 0.0 $236k 3.5k 66.70
SPDR Bloomberg Barclays Convertible Securities ETF Blmbrg Brc Convrt (CWB) 0.0 $236k 3.5k 67.24
Sprott Physical Gold and Silver Trust Tr Unit (CEF) 0.0 $230k 12k 18.84
Constellation Brands, Inc. Class A Cl A (STZ) 0.0 $228k 1.0k 225.97
California Water Service (CWT) 0.0 $224k 3.9k 57.96
First Solar (FSLR) 0.0 $218k 1.0k 218.00
Copart (CPRT) 0.0 $216k 2.9k 75.42
iShares MSCI EAFE Small-Cap ETF Eafe Sml Cp Etf (SCZ) 0.0 $214k 3.6k 59.51
Ferrari Nv Ord (RACE) 0.0 $214k 790.00 270.89
Dow (DOW) 0.0 $214k 3.9k 54.65
Trimble Navigation (TRMB) 0.0 $214k 4.1k 52.52
Blackstone Group Inc. Class A Com Cl A (BX) 0.0 $210k 2.4k 88.16
Invesco S&P 500 Equal Weight ETF S&p500 Eql Wgt (RSP) 0.0 $210k 1.4k 144.93
UGI Corporation (UGI) 0.0 $208k 6.0k 34.67
Cigna Corp (CI) 0.0 $208k 814.00 255.53
Align Technology (ALGN) 0.0 $206k 614.00 335.50
iShares Core S&P Total U.S. Stock Market ETF Core S&p Ttl Stk (ITOT) 0.0 $204k 2.3k 90.67
Relay Therapeutics (RLAY) 0.0 $204k 12k 16.46
VanEck Vectors Short Muni ETF Vaneck Shrt Muni (SMB) 0.0 $180k 11k 16.98
Primis Financial Corp (FRST) 0.0 $172k 18k 9.59
Antero Midstream Corp antero midstream (AM) 0.0 $158k 15k 10.53
Globalstar (GSAT) 0.0 $128k 110k 1.16