Boston Family Office

Boston Family Office as of March 31, 2024

Portfolio Holdings for Boston Family Office

Boston Family Office holds 264 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 4.1 $57M 135k 420.72
Apple (AAPL) 4.1 $57M 329k 171.48
Amazon (AMZN) 3.3 $46M 252k 180.38
Visa Inc. Class A Com Cl A (V) 2.8 $39M 141k 279.08
SPDR S&P 500 ETF Trust Tr Unit (SPY) 2.8 $39M 74k 523.07
Iqvia Holdings (IQV) 2.5 $35M 137k 252.89
Ansys (ANSS) 2.4 $34M 97k 347.16
Union Pacific Corporation (UNP) 2.4 $33M 133k 245.93
Alphabet Inc. Class C Cap Stk Cl C (GOOG) 2.3 $32M 210k 152.26
salesforce (CRM) 2.0 $28M 91k 301.18
Aptar (ATR) 1.9 $27M 187k 143.89
Berkshire Hathaway Inc. Class B Cl B New (BRK.B) 1.9 $26M 62k 420.52
American Tower Reit (AMT) 1.8 $26M 129k 197.59
Zebra Technologies Corporation Class A Cl A (ZBRA) 1.7 $24M 81k 301.44
Rockwell Automation (ROK) 1.7 $24M 83k 291.33
Ecolab (ECL) 1.7 $24M 102k 230.90
Marsh & McLennan Companies (MMC) 1.6 $23M 110k 205.98
Thermo Fisher Scientific (TMO) 1.6 $22M 38k 581.21
Roper Industries (ROP) 1.6 $22M 39k 560.84
Stryker Corporation (SYK) 1.6 $22M 61k 357.87
S&p Global (SPGI) 1.6 $22M 51k 425.45
Air Products & Chemicals (APD) 1.5 $21M 87k 242.27
Adobe Systems Incorporated (ADBE) 1.3 $18M 36k 504.60
Automatic Data Processing (ADP) 1.3 $18M 72k 249.74
Chevron Corporation (CVX) 1.3 $18M 112k 157.74
Nextera Energy (NEE) 1.3 $18M 276k 63.91
Servicenow (NOW) 1.2 $17M 23k 762.41
NIKE, Inc. Class B CL B (NKE) 1.1 $15M 160k 93.98
IDEXX Laboratories (IDXX) 1.1 $15M 27k 539.95
Johnson & Johnson (JNJ) 1.0 $14M 90k 158.19
Abbvie (ABBV) 1.0 $14M 77k 182.10
Teradyne (TER) 0.9 $13M 112k 112.83
McCormick & Company Com Non Vtg (MKC) 0.9 $12M 161k 76.81
Eaton Corp SHS (ETN) 0.8 $11M 37k 312.69
Procter & Gamble Company (PG) 0.8 $11M 68k 162.25
Pepsi (PEP) 0.8 $11M 61k 175.02
Walt Disney Company (DIS) 0.8 $11M 87k 122.36
Palo Alto Networks (PANW) 0.8 $11M 37k 284.12
CVS Caremark Corporation (CVS) 0.8 $11M 131k 79.76
Xylem (XYL) 0.7 $10M 80k 129.23
Lincoln Electric Holdings (LECO) 0.7 $10M 39k 255.45
Abbott Laboratories (ABT) 0.7 $10M 88k 113.66
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.7 $9.9M 93k 106.20
Costco Wholesale Corporation (COST) 0.7 $9.6M 13k 732.64
JPMorgan Chase & Co. (JPM) 0.7 $9.5M 47k 200.30
McDonald's Corporation (MCD) 0.7 $9.4M 33k 281.94
Danaher Corporation (DHR) 0.7 $9.4M 38k 249.73
EOG Resources (EOG) 0.7 $9.3M 73k 127.84
Sherwin-Williams Company (SHW) 0.7 $9.2M 27k 347.34
Vanguard Dividend Appreciation ETF Div App Etf (VIG) 0.6 $9.0M 49k 182.60
SPDR S&P Midcap 400 ETF Trust Utser1 S&pdcrp (MDY) 0.6 $9.0M 16k 556.39
Home Depot (HD) 0.6 $8.7M 23k 383.60
Vanguard Extended Market ETF Extend Mkt Etf (VXF) 0.6 $8.4M 48k 175.26
Vanguard Short-Term Corporate Bond ETF Shrt Trm Corp Bd (VCSH) 0.6 $8.3M 108k 77.31
Alphabet Inc. Class A Cap Stk Cl A (GOOGL) 0.6 $8.3M 55k 150.93
Invesco Variable Rate Preferred ETF Var Rate Pfd (VRP) 0.6 $7.7M 323k 23.77
TE Connectivity SHS 0.5 $7.6M 52k 145.24
iShares Core S&P Small Cap ETF Core S&p Scp Etf (IJR) 0.5 $7.5M 68k 110.52
Vanguard Short-Term Inflation-Protected Securities ETF Strm Infproidx (VTIP) 0.5 $7.4M 155k 47.89
Vanguard Short-Term Bond ETF Short Trm Bond (BSV) 0.5 $7.2M 94k 76.67
JPMorgan Ultra-Short Income ETF Ultra Shrt Inc (JPST) 0.5 $7.1M 141k 50.45
Parker-Hannifin Corporation (PH) 0.5 $6.9M 12k 555.76
Merck & Co (MRK) 0.5 $6.8M 52k 131.94
Vanguard Total Stock Market ETF Total Stk Mkt (VTI) 0.4 $5.9M 23k 259.90
Novo Nordisk A/S Sponsored ADR Class B Adr (NVO) 0.4 $5.9M 46k 128.40
Lowe's Companies (LOW) 0.4 $5.8M 23k 254.73
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO) 0.4 $5.8M 12k 480.72
iShares Core S&P 500 ETF Core S&p500 Etf (IVV) 0.4 $5.6M 11k 525.78
Hubbell (HUBB) 0.4 $4.9M 12k 415.07
Analog Devices (ADI) 0.3 $4.7M 24k 197.79
General Mills (GIS) 0.3 $4.7M 67k 69.97
NVIDIA Corporation (NVDA) 0.3 $4.6M 5.1k 903.47
Eli Lilly & Co. (LLY) 0.3 $4.3M 5.6k 777.88
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH) 0.3 $4.2M 73k 58.06
Invesco QQQ Trust Unit Ser 1 (QQQ) 0.3 $4.2M 9.4k 443.97
Waste Management (WM) 0.3 $3.8M 18k 213.15
RPM International (RPM) 0.3 $3.7M 31k 118.95
Comcast Corporation Class A Cl A (CMCSA) 0.3 $3.6M 84k 43.35
Verizon Communications (VZ) 0.3 $3.6M 86k 41.96
Clorox Company (CLX) 0.3 $3.6M 23k 153.11
VanEck Morningstar Wide Moat ETF Morningstar Wide (MOAT) 0.3 $3.6M 40k 89.91
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH) 0.3 $3.5M 58k 60.75
TJX Companies (TJX) 0.2 $3.5M 34k 101.42
Exxon Mobil Corporation (XOM) 0.2 $3.4M 29k 116.24
Trane Technologies SHS (TT) 0.2 $3.3M 11k 300.16
FedEx Corporation (FDX) 0.2 $3.3M 11k 289.72
Norfolk Southern (NSC) 0.2 $3.2M 13k 254.89
Illinois Tool Works (ITW) 0.2 $3.2M 12k 268.30
Vanguard Intermediate-Term Bond ETF Intermed Term (BIV) 0.2 $3.2M 42k 75.40
Qualcomm (QCOM) 0.2 $3.1M 19k 169.32
Vanguard FTSE Developed Markets ETF Ftse Dev Mkt Etf (VEA) 0.2 $3.1M 61k 50.18
Coca-Cola Company (KO) 0.2 $2.9M 48k 61.17
American Express Company (AXP) 0.2 $2.6M 12k 227.72
Vanguard Large-Cap ETF Large Cap Etf (VV) 0.2 $2.6M 11k 239.74
iShares iBonds Treasury 2024 Ibonds 24 Trm Ts 0.2 $2.6M 108k 23.94
Medtronic SHS (MDT) 0.2 $2.5M 29k 87.16
Target Corporation (TGT) 0.2 $2.5M 14k 177.21
Becton, Dickinson and (BDX) 0.2 $2.5M 9.9k 247.43
Amgen (AMGN) 0.2 $2.4M 8.5k 284.36
Vanguard FTSE All-World ex-US ETF Allwrld Ex Us (VEU) 0.2 $2.4M 41k 58.65
Welltower Inc Com reit (WELL) 0.2 $2.4M 26k 93.46
UnitedHealth (UNH) 0.2 $2.4M 4.8k 494.68
Oracle Corporation (ORCL) 0.2 $2.3M 19k 125.59
Synopsys (SNPS) 0.2 $2.3M 4.0k 571.43
Vanguard Total International Stock ETF Vg Tl Intl Stk F (VXUS) 0.2 $2.3M 38k 60.29
iShares iBonds Treasury 2025 Ibonds 25 Trm Ts (IBTF) 0.2 $2.2M 96k 23.23
iShares S&P 500 Growth ETF S&p 500 Grwt Etf (IVW) 0.2 $2.1M 25k 84.46
Mondelez International, Inc. Class A Cl A (MDLZ) 0.1 $2.0M 29k 69.99
Dollar Tree (DLTR) 0.1 $2.0M 15k 133.18
iShares Floating Rate Bond ETF Fltg Rate Nt Etf (FLOT) 0.1 $2.0M 40k 51.05
Diageo Spon Adr New (DEO) 0.1 $1.9M 13k 148.76
iShares Russell Midcap ETF Rus Mid Cap Etf (IWR) 0.1 $1.9M 23k 84.10
Berkshire Hathaway Inc. Class A Cl A (BRK.A) 0.1 $1.9M 3.00 634333.33
Pfizer (PFE) 0.1 $1.9M 68k 27.75
Intel Corporation (INTC) 0.1 $1.9M 43k 44.17
AFLAC Incorporated (AFL) 0.1 $1.9M 22k 85.88
C.H. Robinson Worldwide Com New (CHRW) 0.1 $1.9M 25k 76.13
Caterpillar (CAT) 0.1 $1.8M 4.9k 366.32
iShares iBonds Treasury 2026 Ibonds 26 Trm Ts (IBTG) 0.1 $1.7M 77k 22.71
Tyler Technologies (TYL) 0.1 $1.7M 4.0k 425.06
iShares Treasury Floating Rate Bond ETF TRS FLT RT BD (TFLO) 0.1 $1.6M 32k 50.69
Seagate Technology Holdings SHS (STX) 0.1 $1.6M 17k 93.06
Vanguard Total Bond Market ETF Total Bnd Mrkt (BND) 0.1 $1.6M 22k 72.62
Vanguard Real Estate ETF Real Estate Etf (VNQ) 0.1 $1.5M 18k 86.49
Solaredge Technologies (SEDG) 0.1 $1.5M 22k 70.98
Vanguard Mid-Cap ETF Mid Cap Etf (VO) 0.1 $1.5M 6.1k 249.92
Hologic (HOLX) 0.1 $1.5M 19k 77.95
Weyerhaeuser Company Com New (WY) 0.1 $1.5M 41k 35.92
Neogen Corporation (NEOG) 0.1 $1.4M 92k 15.78
iShares U.S. Technology ETF U.s. Tech Etf (IYW) 0.1 $1.4M 10k 135.05
iShares Russell 2000 ETF Russell 2000 Etf (IWM) 0.1 $1.3M 6.4k 210.31
Bristol Myers Squibb (BMY) 0.1 $1.3M 24k 54.22
3M Company (MMM) 0.1 $1.3M 12k 106.04
Corning Incorporated (GLW) 0.1 $1.3M 39k 32.97
Wal-Mart Stores (WMT) 0.1 $1.3M 21k 60.15
Gilead Sciences (GILD) 0.1 $1.3M 17k 73.26
Accenture Plc Class A Shs Class A (ACN) 0.1 $1.3M 3.6k 346.75
Novartis Sponsored Adr (NVS) 0.1 $1.3M 13k 96.71
iShares Russell 2000 Growth ETF Rus 2000 Grw Etf (IWO) 0.1 $1.2M 4.6k 270.75
Honeywell International (HON) 0.1 $1.2M 6.1k 205.25
Starwood Property Trust (STWD) 0.1 $1.2M 59k 20.34
Diamondback Energy (FANG) 0.1 $1.2M 6.0k 198.17
ConocoPhillips (COP) 0.1 $1.2M 9.2k 127.27
Amphenol Corporation Cl A (APH) 0.1 $1.2M 10k 115.40
Cisco Systems (CSCO) 0.1 $1.1M 23k 49.92
Ingersoll Rand (IR) 0.1 $1.1M 11k 94.93
Emerson Electric (EMR) 0.1 $1.1M 9.5k 113.40
iShares Expanded Tech Sector ETF Expnd Tec Sc Etf (IGM) 0.1 $1.1M 12k 86.15
iShares S&P 500 Value ETF S&p 500 Val Etf (IVE) 0.1 $1.1M 5.6k 186.79
Philip Morris International (PM) 0.1 $1.1M 12k 91.58
Steris Shs Usd (STE) 0.1 $1.0M 4.6k 224.89
Illumina (ILMN) 0.1 $1.0M 7.5k 137.26
Kimberly-Clark Corporation (KMB) 0.1 $1.0M 7.8k 129.38
Applied Materials (AMAT) 0.1 $948k 4.6k 206.27
Kellogg Company (K) 0.1 $928k 16k 57.31
Intuit (INTU) 0.1 $919k 1.4k 649.93
iShares S&P Mid-Cap 400 Value ETF S&p Mc 400vl Etf (IJJ) 0.1 $830k 7.0k 118.25
GATX Corporation (GATX) 0.1 $830k 6.2k 134.00
Nextnav Common Stock (NN) 0.1 $823k 125k 6.58
Meta Platforms Cl A (META) 0.1 $811k 1.7k 485.63
Starbucks Corporation (SBUX) 0.1 $795k 8.7k 91.35
Bank of New York Mellon Corporation (BK) 0.1 $793k 14k 57.63
International Business Machines (IBM) 0.1 $791k 4.1k 190.97
Raytheon Technologies Corp (RTX) 0.1 $769k 7.9k 97.55
Microchip Technology (MCHP) 0.1 $757k 8.4k 89.71
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO) 0.0 $678k 16k 41.75
Fiserv (FI) 0.0 $675k 4.2k 159.76
Avery Dennison Corporation (AVY) 0.0 $670k 3.0k 223.33
Lennar Corporation Class A Cl A (LEN) 0.0 $667k 3.9k 172.00
Vanguard Intermediate-Term Treasury ETF Inter Term Treas (VGIT) 0.0 $665k 11k 58.55
Crispr Therapeutics Namen Akt (CRSP) 0.0 $651k 9.6k 68.17
Mastercard Incorporated Class A Cl A (MA) 0.0 $650k 1.4k 481.48
American Water Works (AWK) 0.0 $640k 5.2k 122.18
Cheniere Energy Com New (LNG) 0.0 $633k 3.9k 161.27
Colgate-Palmolive Company (CL) 0.0 $591k 6.6k 90.09
WisdomTree Emerging Markets SmallCap Dividend Fund Emg Mkts Smcap (DGS) 0.0 $589k 12k 50.82
Boston Scientific Corporation (BSX) 0.0 $585k 8.5k 68.47
Allegion Ord Shs (ALLE) 0.0 $585k 4.3k 134.61
Vanguard High Dividend Yield Index ETF High Div Yld (VYM) 0.0 $584k 4.8k 120.91
Altria (MO) 0.0 $576k 13k 43.58
Palantir Technologies Cl A (PLTR) 0.0 $575k 25k 23.00
Shell Spon Ads (SHEL) 0.0 $570k 8.5k 67.04
PNC Financial Services (PNC) 0.0 $566k 3.5k 161.71
Middleby Corporation (MIDD) 0.0 $564k 3.5k 160.87
United Parcel Service, Inc. Class B CL B (UPS) 0.0 $562k 3.8k 148.72
Dover Corporation (DOV) 0.0 $557k 3.1k 177.33
Church & Dwight (CHD) 0.0 $554k 5.3k 104.39
Wolfspeed (WOLF) 0.0 $535k 18k 29.51
Skyworks Solutions (SWKS) 0.0 $534k 4.9k 108.32
Fastenal Company (FAST) 0.0 $528k 6.9k 77.08
Kinder Morgan (KMI) 0.0 $527k 29k 18.33
Abb Sponsored Adr (ABBNY) 0.0 $515k 11k 46.40
JPMorgan Ultra-Short Municipal Income ETF Ultra Sht Muncpl (JMST) 0.0 $492k 9.7k 50.78
iShares 1-5 Year Investment Grade Corporate Bond ETF Ishs 1-5yr Invs (IGSB) 0.0 $479k 9.3k 51.32
Estee Lauder Companies Inc. Class A Cl A (EL) 0.0 $477k 3.1k 154.22
SYSCO Corporation (SYY) 0.0 $472k 5.8k 81.21
iShares S&P Small-Cap 600 Value ETF Sp Smcp600vl Etf (IJS) 0.0 $471k 4.6k 102.75
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF) 0.0 $446k 1.3k 337.37
CrowdStrike Holdings, Inc. Class A Cl A (CRWD) 0.0 $443k 1.4k 320.32
H&R Block 0.0 $442k 9.0k 49.11
Veralto Corp-W/I Com Shs (VLTO) 0.0 $432k 4.9k 88.65
Wec Energy Group (WEC) 0.0 $431k 5.3k 82.08
SPDR S&P Dividend ETF S&p Divid Etf (SDY) 0.0 $429k 3.3k 131.23
Cambridge Ban (CATC) 0.0 $424k 6.2k 68.20
Vanguard Long-Term Bond ETF Long Term Bond (BLV) 0.0 $414k 5.7k 72.29
Linde SHS (LIN) 0.0 $397k 855.00 464.33
iShares Gold Trust Ishares New (IAU) 0.0 $390k 9.3k 42.05
Zimmer Holdings (ZBH) 0.0 $380k 2.9k 131.81
Texas Instruments Incorporated (TXN) 0.0 $375k 2.2k 174.42
Fortive (FTV) 0.0 $367k 4.3k 86.09
Northern Trust Corporation (NTRS) 0.0 $364k 4.1k 88.85
Blackstone Group Inc. Class A Com Cl A (BX) 0.0 $359k 2.7k 131.41
Science App Int'l (SAIC) 0.0 $357k 2.7k 130.53
Baxter International 0.0 $355k 8.3k 42.77
Generac Holdings (GNRC) 0.0 $339k 2.7k 126.12
Deere & Company (DE) 0.0 $339k 825.00 410.91
At&t (T) 0.0 $331k 19k 17.62
Johnson Controls International Plc equity (JCI) 0.0 $327k 5.0k 65.41
GE Aerospace Com New (GE) 0.0 $318k 1.8k 175.50
Copart (CPRT) 0.0 $316k 5.5k 57.83
Cigna Corp (CI) 0.0 $302k 831.00 363.42
Duolingo, Inc. Class A Cl A Com (DUOL) 0.0 $295k 1.3k 220.81
iShares Short-Term National Muni Bond ETF Shrt Nat Mun Etf (SUB) 0.0 $294k 2.8k 104.74
iShares Micro-Cap ETF Micro-cap Etf (IWC) 0.0 $292k 2.4k 121.01
Flextronics Int'l Ord (FLEX) 0.0 $292k 10k 28.58
Alcon Ord Shs (ALC) 0.0 $284k 3.4k 83.28
VanEck Morningstar International Moat ETF Morningstar Intl (MOTI) 0.0 $283k 9.1k 31.15
Yum China Holdings (YUMC) 0.0 $277k 7.0k 39.73
Ferrari Nv Ord (RACE) 0.0 $276k 632.00 436.71
Taiwan Semiconductor MFG. Sponsored Ads (TSM) 0.0 $272k 2.0k 136.00
Invesco S&P 500 Low Volatility ETF S&p500 Low Vol (SPLV) 0.0 $271k 4.1k 65.82
Trimble Navigation (TRMB) 0.0 $262k 4.1k 64.29
Waters Corporation (WAT) 0.0 $260k 756.00 343.92
iShares Core S&P Total U.S. Stock Market ETF Core S&p Ttl Stk (ITOT) 0.0 $259k 2.3k 115.11
Paypal Holdings (PYPL) 0.0 $257k 3.8k 66.89
SPDR Bloomberg Barclays Convertible Securities ETF Blmbrg Brc Convrt (CWB) 0.0 $256k 3.5k 72.93
Moderna (MRNA) 0.0 $250k 2.3k 106.70
Sprott Physical Gold and Silver Trust Tr Unit (CEF) 0.0 $245k 12k 20.32
VanEck Vectors Short Muni ETF Vaneck Shrt Muni (SMB) 0.0 $237k 14k 17.06
Vanguard Energy ETF Energy Etf (VDE) 0.0 $232k 1.8k 131.89
Nxp Semiconductors N V (NXPI) 0.0 $230k 930.00 247.31
Constellation Brands, Inc. Class A Cl A (STZ) 0.0 $229k 844.00 271.33
Cognizant Technology Solutions Corporation Class A Cl A (CTSH) 0.0 $229k 3.1k 73.40
Canadian Pacific Kansas City (CP) 0.0 $228k 2.6k 88.10
Energy Select Sector SPDR Fund Energy (XLE) 0.0 $225k 2.4k 94.42
Wells Fargo & Company (WFC) 0.0 $214k 3.7k 57.87
Antero Midstream Corp antero midstream (AM) 0.0 $211k 15k 14.07
Trade Desk, Inc. Class A Com Cl A (TTD) 0.0 $210k 2.4k 87.50
Dominion Resources (D) 0.0 $210k 4.3k 49.12
U.S. Bancorp Com New (USB) 0.0 $209k 4.7k 44.73
iShares Russell 1000 ETF Rus 1000 Etf (IWB) 0.0 $209k 725.00 288.28
Travelers Companies (TRV) 0.0 $207k 900.00 230.00
Cdw (CDW) 0.0 $205k 800.00 256.25
Unilever Spon Adr New (UL) 0.0 $205k 4.1k 50.12
Stanley Black & Decker (SWK) 0.0 $204k 2.1k 97.94
Dex (DXCM) 0.0 $203k 1.5k 138.85
Schlumberger NV Com Stk (SLB) 0.0 $202k 3.7k 54.85
Vanguard Intermediate-Term Corporate Bond ETF Int-term Corp (VCIT) 0.0 $202k 2.5k 80.32
Primis Financial Corp (FRST) 0.0 $179k 15k 12.16
Globalstar (GSAT) 0.0 $162k 110k 1.47
Relay Therapeutics (RLAY) 0.0 $103k 12k 8.31
Cyteir Therapeutics 0.0 $73k 24k 3.02
Ginkgo Bioworks Cl A Shs 0.0 $26k 23k 1.16
Viewray (VRAYQ) 0.0 $0 10k 0.00