Boston Family Office

Boston Family Office as of Dec. 31, 2023

Portfolio Holdings for Boston Family Office

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.9 $65M 336k 192.53
Microsoft Corporation (MSFT) 3.9 $52M 139k 376.04
Amazon (AMZN) 3.0 $40M 263k 151.94
Visa Inc. Class A Com Cl A (V) 2.8 $37M 142k 260.35
Ansys (ANSS) 2.7 $35M 97k 362.88
SPDR S&P 500 ETF Trust Tr Unit (SPY) 2.6 $35M 74k 475.31
Union Pacific Corporation (UNP) 2.5 $33M 135k 245.62
Iqvia Holdings (IQV) 2.4 $32M 140k 231.38
Alphabet Inc. Class C Cap Stk Cl C (GOOG) 2.3 $30M 216k 140.93
American Tower Reit (AMT) 2.1 $28M 130k 215.88
Rockwell Automation (ROK) 1.9 $26M 84k 310.48
salesforce (CRM) 1.8 $24M 91k 263.14
Aptar (ATR) 1.7 $23M 187k 123.62
Air Products & Chemicals (APD) 1.7 $23M 84k 273.80
Zebra Technologies Corporation Class A Cl A (ZBRA) 1.7 $22M 82k 273.33
Berkshire Hathaway Inc. Class B Cl B New (BRK.B) 1.7 $22M 62k 356.66
S&p Global (SPGI) 1.7 $22M 50k 440.52
Roper Industries (ROP) 1.6 $22M 40k 545.18
Marsh & McLennan Companies (MMC) 1.6 $22M 115k 189.47
Adobe Systems Incorporated (ADBE) 1.6 $21M 35k 596.60
Ecolab (ECL) 1.5 $20M 103k 198.35
Thermo Fisher Scientific (TMO) 1.5 $20M 38k 530.79
Stryker Corporation (SYK) 1.4 $19M 62k 299.46
NIKE, Inc. Class B CL B (NKE) 1.3 $18M 162k 108.57
Automatic Data Processing (ADP) 1.3 $17M 74k 232.97
Chevron Corporation (CVX) 1.2 $17M 111k 149.16
Servicenow (NOW) 1.2 $16M 23k 706.47
Nextera Energy (NEE) 1.1 $15M 251k 60.74
IDEXX Laboratories (IDXX) 1.1 $15M 27k 555.07
Johnson & Johnson (JNJ) 1.1 $14M 91k 156.74
Abbvie (ABBV) 0.9 $12M 79k 154.97
Teradyne (TER) 0.9 $11M 104k 108.52
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.8 $11M 95k 115.64
CVS Caremark Corporation (CVS) 0.8 $11M 133k 78.96
Pepsi (PEP) 0.8 $10M 61k 169.84
McCormick & Company Com Non Vtg (MKC) 0.8 $10M 149k 68.42
Procter & Gamble Company (PG) 0.8 $10M 69k 146.54
McDonald's Corporation (MCD) 0.7 $9.9M 33k 296.51
Abbott Laboratories (ABT) 0.7 $9.9M 90k 110.07
Xylem (XYL) 0.7 $9.4M 82k 114.36
Costco Wholesale Corporation (COST) 0.7 $9.0M 14k 660.08
Danaher Corporation (DHR) 0.7 $8.8M 38k 231.34
Eaton Corp SHS (ETN) 0.7 $8.8M 36k 240.82
Lincoln Electric Holdings (LECO) 0.7 $8.7M 40k 217.47
Sherwin-Williams Company (SHW) 0.7 $8.7M 28k 311.91
SPDR S&P Midcap 400 ETF Trust Utser1 S&pdcrp (MDY) 0.6 $8.5M 17k 507.41
Vanguard Short-Term Corporate Bond ETF Shrt Trm Corp Bd (VCSH) 0.6 $8.5M 110k 77.37
JPMorgan Chase & Co. (JPM) 0.6 $8.3M 49k 170.10
Vanguard Dividend Appreciation ETF Div App Etf (VIG) 0.6 $8.2M 48k 170.39
TE Connectivity SHS 0.6 $8.1M 57k 140.50
Palo Alto Networks (PANW) 0.6 $8.0M 27k 294.87
Alphabet Inc. Class A Cap Stk Cl A (GOOGL) 0.6 $8.0M 57k 139.69
JPMorgan Ultra-Short Income ETF Ultra Shrt Inc (JPST) 0.6 $7.9M 158k 50.23
Home Depot (HD) 0.6 $7.9M 23k 346.54
Vanguard Short-Term Bond ETF Short Trm Bond (BSV) 0.6 $7.9M 102k 77.02
Invesco Variable Rate Preferred ETF Var Rate Pfd (VRP) 0.6 $7.8M 340k 23.08
Vanguard Extended Market ETF Extend Mkt Etf (VXF) 0.6 $7.8M 48k 164.42
EOG Resources (EOG) 0.6 $7.6M 63k 120.95
Walt Disney Company (DIS) 0.6 $7.6M 84k 90.29
Vanguard Short-Term Inflation-Protected Securities ETF Strm Infproidx (VTIP) 0.6 $7.5M 157k 47.49
iShares Core S&P Small Cap ETF Core S&p Scp Etf (IJR) 0.6 $7.4M 68k 108.25
Parker-Hannifin Corporation (PH) 0.5 $6.3M 14k 460.67
Merck & Co (MRK) 0.4 $5.6M 52k 109.03
Vanguard Total Stock Market ETF Total Stk Mkt (VTI) 0.4 $5.2M 22k 237.24
Lowe's Companies (LOW) 0.4 $5.1M 23k 222.57
Novo Nordisk A/S Sponsored ADR Class B Adr (NVO) 0.4 $5.1M 49k 103.45
iShares Core S&P 500 ETF Core S&p500 Etf (IVV) 0.4 $5.0M 11k 477.67
Analog Devices (ADI) 0.4 $4.8M 24k 198.56
General Mills (GIS) 0.4 $4.7M 72k 65.14
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO) 0.3 $4.4M 10k 436.80
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH) 0.3 $4.2M 73k 58.33
LKQ Corporation (LKQ) 0.3 $4.1M 86k 47.79
Hubbell (HUBB) 0.3 $4.0M 12k 328.92
Invesco QQQ Trust Unit Ser 1 (QQQ) 0.3 $3.8M 9.4k 409.50
RPM International (RPM) 0.3 $3.7M 33k 111.64
Eli Lilly & Co. (LLY) 0.3 $3.5M 5.9k 582.98
Comcast Corporation Class A Cl A (CMCSA) 0.3 $3.4M 79k 43.85
Dollar Tree (DLTR) 0.2 $3.3M 23k 142.04
Clorox Company (CLX) 0.2 $3.3M 23k 142.61
Waste Management (WM) 0.2 $3.3M 18k 179.09
Verizon Communications (VZ) 0.2 $3.3M 86k 37.70
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH) 0.2 $3.1M 11k 277.11
Illinois Tool Works (ITW) 0.2 $3.1M 12k 261.95
Norfolk Southern (NSC) 0.2 $3.0M 13k 236.37
Exxon Mobil Corporation (XOM) 0.2 $3.0M 30k 99.98
Vanguard FTSE Developed Markets ETF Ftse Dev Mkt Etf (VEA) 0.2 $3.0M 62k 47.91
Trane Technologies SHS (TT) 0.2 $2.9M 12k 243.89
FedEx Corporation (FDX) 0.2 $2.9M 11k 252.93
Qualcomm (QCOM) 0.2 $2.9M 20k 144.62
VanEck Morningstar Wide Moat ETF Morningstar Wide (MOAT) 0.2 $2.9M 34k 84.88
Coca-Cola Company (KO) 0.2 $2.8M 48k 58.93
iShares TR Ibonds 24 Ibonds 24 Trm Ts 0.2 $2.6M 110k 23.86
American Express Company (AXP) 0.2 $2.5M 14k 187.33
Becton, Dickinson and (BDX) 0.2 $2.5M 10k 243.86
Amgen (AMGN) 0.2 $2.5M 8.5k 287.96
Vanguard Intermediate-Term Bond ETF Intermed Term (BIV) 0.2 $2.4M 32k 76.40
Welltower Inc Com reit (WELL) 0.2 $2.4M 27k 90.15
Vanguard Large-Cap ETF Large Cap Etf (VV) 0.2 $2.4M 11k 218.14
Vanguard FTSE All-World ex-US ETF Allwrld Ex Us (VEU) 0.2 $2.4M 42k 56.14
Medtronic SHS (MDT) 0.2 $2.3M 29k 82.37
Solaredge Technologies (SEDG) 0.2 $2.3M 25k 93.60
NVIDIA Corporation (NVDA) 0.2 $2.3M 4.7k 495.31
Mondelez International, Inc. Class A Cl A (MDLZ) 0.2 $2.3M 32k 72.43
Vanguard Total International Stock ETF Vg Tl Intl Stk F (VXUS) 0.2 $2.2M 39k 57.97
iShares TR Ibonds 25 Ibonds 25 Trm Ts (IBTF) 0.2 $2.2M 96k 23.28
Intel Corporation (INTC) 0.2 $2.2M 43k 50.26
iShares Floating Rate Bond ETF Fltg Rate Nt Etf (FLOT) 0.2 $2.2M 43k 50.63
C.H. Robinson Worldwide Com New (CHRW) 0.2 $2.1M 25k 86.39
TJX Companies (TJX) 0.2 $2.1M 23k 93.82
Oracle Corporation (ORCL) 0.2 $2.1M 20k 105.42
Synopsys (SNPS) 0.2 $2.1M 4.0k 514.89
Target Corporation (TGT) 0.2 $2.1M 15k 142.41
UnitedHealth (UNH) 0.2 $2.0M 3.9k 526.53
Pfizer (PFE) 0.1 $2.0M 69k 28.79
Neogen Corporation (NEOG) 0.1 $2.0M 98k 20.11
iShares Treasury Floating Rate Bond ETF TRS FLT RT BD (TFLO) 0.1 $1.9M 39k 50.46
iShares S&P 500 Growth ETF S&p 500 Grwt Etf (IVW) 0.1 $1.9M 25k 75.11
Diageo Spon Adr New (DEO) 0.1 $1.9M 13k 145.69
iShares Russell Midcap ETF Rus Mid Cap Etf (IWR) 0.1 $1.9M 24k 77.73
AFLAC Incorporated (AFL) 0.1 $1.8M 22k 82.52
iShares TR Ibonds 26 Ibonds 26 Trm Ts (IBTG) 0.1 $1.7M 74k 22.85
Tyler Technologies (TYL) 0.1 $1.6M 3.9k 418.09
Berkshire Hathaway Inc. Class A Cl A (BRK.A) 0.1 $1.6M 3.00 542666.67
Vanguard Total Bond Market ETF Total Bnd Mrkt (BND) 0.1 $1.6M 22k 73.55
Vanguard Real Estate ETF Real Estate Etf (VNQ) 0.1 $1.6M 18k 88.35
Seagate Technology Holdings SHS (STX) 0.1 $1.5M 17k 85.35
Caterpillar (CAT) 0.1 $1.4M 4.9k 295.64
Accenture Plc Class A Shs Class A (ACN) 0.1 $1.4M 4.1k 350.85
Vanguard Mid-Cap ETF Mid Cap Etf (VO) 0.1 $1.4M 6.1k 232.57
Weyerhaeuser Company Com New (WY) 0.1 $1.4M 41k 34.76
Hologic (HOLX) 0.1 $1.4M 20k 71.44
Gilead Sciences (GILD) 0.1 $1.4M 17k 81.03
Cisco Systems (CSCO) 0.1 $1.4M 27k 50.54
Bristol Myers Squibb (BMY) 0.1 $1.4M 27k 51.29
3M Company (MMM) 0.1 $1.3M 12k 109.31
Novartis Sponsored Adr (NVS) 0.1 $1.3M 13k 100.96
Honeywell International (HON) 0.1 $1.3M 6.1k 209.78
iShares Russell 2000 ETF Russell 2000 Etf (IWM) 0.1 $1.3M 6.4k 200.72
Philip Morris International (PM) 0.1 $1.2M 13k 94.09
iShares U.S. Technology ETF U.s. Tech Etf (IYW) 0.1 $1.2M 10k 122.77
WisdomTree Emerging Markets SmallCap Dividend Fund Emg Mkts Smcap (DGS) 0.1 $1.2M 24k 49.93
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO) 0.1 $1.2M 30k 41.09
Corning Incorporated (GLW) 0.1 $1.2M 40k 30.45
Starwood Property Trust (STWD) 0.1 $1.2M 57k 21.01
iShares Russell 2000 Growth ETF Rus 2000 Grw Etf (IWO) 0.1 $1.2M 4.6k 252.28
Wal-Mart Stores (WMT) 0.1 $1.1M 7.1k 157.63
ConocoPhillips (COP) 0.1 $1.1M 9.2k 116.06
Intuit (INTU) 0.1 $1.0M 1.6k 625.23
Steris Shs Usd (STE) 0.1 $1.0M 4.6k 219.92
Amphenol Corporation Cl A (APH) 0.1 $1.0M 10k 99.14
iShares S&P Mid-Cap 400 Value ETF S&p Mc 400vl Etf (IJJ) 0.1 $990k 8.7k 114.03
iShares S&P 500 Value ETF S&p 500 Val Etf (IVE) 0.1 $979k 5.6k 173.83
Kimberly-Clark Corporation (KMB) 0.1 $946k 7.8k 121.55
Diamondback Energy (FANG) 0.1 $930k 6.0k 155.00
Emerson Electric (EMR) 0.1 $922k 9.5k 97.35
iShares Expanded Tech Sector ETF Expnd Tec Sc Etf (IGM) 0.1 $915k 2.0k 448.31
Kellogg Company (K) 0.1 $905k 16k 55.89
Ingersoll Rand (IR) 0.1 $878k 11k 77.32
Generac Holdings (GNRC) 0.1 $837k 6.5k 129.19
Starbucks Corporation (SBUX) 0.1 $823k 8.6k 95.99
Wolfspeed (WOLF) 0.1 $789k 18k 43.52
Microchip Technology (MCHP) 0.1 $785k 8.7k 90.22
Applied Materials (AMAT) 0.1 $745k 4.6k 162.10
GATX Corporation (GATX) 0.1 $721k 6.0k 120.23
Bank of New York Mellon Corporation (BK) 0.1 $720k 14k 52.06
Vanguard Intermediate-Term Treasury ETF Inter Term Treas (VGIT) 0.1 $718k 12k 59.30
United Parcel Service, Inc. Class B CL B (UPS) 0.1 $706k 4.5k 157.13
Mastercard Incorporated Class A Cl A (MA) 0.1 $704k 1.7k 426.67
Raytheon Technologies Corp (RTX) 0.1 $696k 8.3k 84.13
Cheniere Energy Com New (LNG) 0.1 $670k 3.9k 170.70
American Water Works (AWK) 0.1 $667k 5.1k 131.97
Illumina (ILMN) 0.1 $666k 4.8k 139.33
Altria (MO) 0.0 $629k 16k 40.36
Avery Dennison Corporation (AVY) 0.0 $606k 3.0k 202.00
Crispr Therapeutics Namen Akt (CRSP) 0.0 $598k 9.6k 62.62
Meta Platforms Cl A (META) 0.0 $593k 1.7k 353.82
Cambridge Ban (CATC) 0.0 $590k 8.5k 69.43
Lennar Corporation Class A Cl A (LEN) 0.0 $578k 3.9k 149.05
Fiserv (FI) 0.0 $561k 4.2k 132.78
Shell Spon Ads (SHEL) 0.0 $559k 8.5k 65.75
Skyworks Solutions (SWKS) 0.0 $554k 4.9k 112.37
Allegion Ord Shs (ALLE) 0.0 $551k 4.3k 126.78
iShares S&P Small-Cap 600 Value ETF Sp Smcp600vl Etf (IJS) 0.0 $542k 5.3k 103.10
PNC Financial Services (PNC) 0.0 $542k 3.5k 154.86
Texas Instruments Incorporated (TXN) 0.0 $539k 3.2k 170.52
Vanguard High Dividend Yield Index ETF High Div Yld (VYM) 0.0 $539k 4.8k 111.59
JPMorgan Ultra-Short Municipal Income ETF Ultra Sht Muncpl (JMST) 0.0 $532k 11k 50.78
Middleby Corporation (MIDD) 0.0 $528k 3.6k 147.28
Colgate-Palmolive Company (CL) 0.0 $524k 6.6k 79.70
Boston Scientific Corporation (BSX) 0.0 $523k 9.0k 57.83
Church & Dwight (CHD) 0.0 $502k 5.3k 94.59
International Business Machines (IBM) 0.0 $497k 3.0k 163.49
Abb Sponsored Adr (ABBNY) 0.0 $492k 11k 44.33
Kinder Morgan (KMI) 0.0 $485k 28k 17.64
Dover Corporation (DOV) 0.0 $483k 3.1k 153.77
Veralto Corp-W/I Com Shs (VLTO) 0.0 $482k 5.9k 82.20
Estee Lauder Companies Inc. Class A Cl A (EL) 0.0 $481k 3.3k 146.11
iShares 1-5 Year Investment Grade Corporate Bond ETF Ishs 1-5yr Invs (IGSB) 0.0 $479k 9.3k 51.32
stock 0.0 $474k 3.1k 152.41
Nextnav Common Stock (NN) 0.0 $445k 100k 4.45
Fastenal Company (FAST) 0.0 $444k 6.9k 64.82
Wec Energy Group (WEC) 0.0 $442k 5.3k 84.17
H&R Block 0.0 $435k 9.0k 48.33
SPDR S&P Dividend ETF S&p Divid Etf (SDY) 0.0 $431k 3.4k 125.00
Vanguard Long-Term Bond ETF Long Term Bond (BLV) 0.0 $427k 5.7k 74.56
SYSCO Corporation (SYY) 0.0 $425k 5.8k 73.12
Flextronics Int'l Ord (FLEX) 0.0 $418k 14k 30.47
Northern Trust Corporation (NTRS) 0.0 $417k 4.9k 84.29
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF) 0.0 $401k 1.3k 303.33
iShares Gold Trust Ishares New (IAU) 0.0 $362k 9.3k 39.03
Blackstone Group Inc. Class A Com Cl A (BX) 0.0 $358k 2.7k 131.04
CrowdStrike Holdings, Inc. Class A Cl A (CRWD) 0.0 $353k 1.4k 255.24
Linde SHS (LIN) 0.0 $351k 855.00 410.53
Zimmer Holdings (ZBH) 0.0 $349k 2.9k 121.81
Science App Int'l (SAIC) 0.0 $340k 2.7k 124.31
Deere & Company (DE) 0.0 $330k 825.00 400.00
VanEck Morningstar International Moat ETF Morningstar Intl (MOTI) 0.0 $327k 11k 31.19
Baxter International 0.0 $324k 8.4k 38.72
At&t (T) 0.0 $315k 19k 16.77
Fortive (FTV) 0.0 $314k 4.3k 73.66
iShares Short-Term National Muni Bond ETF Shrt Nat Mun Etf (SUB) 0.0 $306k 2.9k 105.44
Duolingo, Inc. Class A Cl A Com (DUOL) 0.0 $303k 1.3k 226.80
Alcon Ord Shs (ALC) 0.0 $302k 3.9k 78.24
U.S. Bancorp Com New (USB) 0.0 $295k 6.8k 43.28
Johnson Controls International Plc equity (JCI) 0.0 $288k 5.0k 57.61
Yum China Holdings (YUMC) 0.0 $282k 6.6k 42.45
iShares Micro-Cap ETF Micro-cap Etf (IWC) 0.0 $280k 2.4k 116.04
Copart (CPRT) 0.0 $268k 5.5k 49.05
Waters Corporation (WAT) 0.0 $262k 795.00 329.56
Invesco S&P 500 Low Volatility ETF S&p500 Low Vol (SPLV) 0.0 $257k 4.1k 62.55
VanEck Vectors Short Muni ETF Vaneck Shrt Muni (SMB) 0.0 $257k 15k 17.06
SPDR Bloomberg Barclays Convertible Securities ETF Blmbrg Brc Convrt (CWB) 0.0 $253k 3.5k 72.08
Unilever Spon Adr New (UL) 0.0 $244k 5.0k 48.41
iShares Core S&P Total U.S. Stock Market ETF Core S&p Ttl Stk (ITOT) 0.0 $237k 2.3k 105.33
Cognizant Technology Solutions Corporation Class A Cl A (CTSH) 0.0 $236k 3.1k 75.64
Paypal Holdings (PYPL) 0.0 $236k 3.8k 61.43
iShares MSCI Emerging Markets ETF Msci Emg Mkt Etf (EEM) 0.0 $234k 5.8k 40.21
Sprott Physical Gold and Silver Trust Tr Unit (CEF) 0.0 $231k 12k 19.16
Wells Fargo & Company (WFC) 0.0 $231k 4.7k 49.17
General Electric Company Com New (GE) 0.0 $231k 1.8k 127.48
Ferrari Nv Ord (RACE) 0.0 $223k 660.00 337.88
Trimble Navigation (TRMB) 0.0 $217k 4.1k 53.25
Dow (DOW) 0.0 $215k 3.9k 54.90
Nxp Semiconductors N V (NXPI) 0.0 $214k 930.00 230.11
Globalstar (GSAT) 0.0 $213k 110k 1.94
Constellation Brands, Inc. Class A Cl A (STZ) 0.0 $212k 877.00 241.73
Taiwan Semiconductor MFG. Sponsored Ads (TSM) 0.0 $208k 2.0k 104.00
New York Times Company Class A Cl A (NYT) 0.0 $206k 4.2k 49.05
Canadian Pacific Kansas City (CP) 0.0 $205k 2.6k 79.21
Stanley Black & Decker (SWK) 0.0 $204k 2.1k 97.94
Vanguard Intermediate-Term Corporate Bond ETF Int-term Corp (VCIT) 0.0 $204k 2.5k 81.11
Dominion Resources (D) 0.0 $203k 4.3k 47.03
Moderna (MRNA) 0.0 $201k 2.0k 99.31
California Water Service (CWT) 0.0 $200k 3.9k 51.75
Primis Financial Corp (FRST) 0.0 $193k 15k 12.68
Antero Midstream Corp antero midstream (AM) 0.0 $188k 15k 12.53
Relay Therapeutics (RLAY) 0.0 $136k 12k 10.97
Cyteir Therapeutics 0.0 $74k 24k 3.06
Ginkgo Bioworks Cl A Shs 0.0 $38k 23k 1.69
Viewray (VRAYQ) 0.0 $0 10k 0.00