Boston Family Office

Boston Family Office as of June 30, 2024

Portfolio Holdings for Boston Family Office

Boston Family Office holds 265 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.9 $69M 325k 210.62
Microsoft Corporation (MSFT) 4.4 $61M 135k 446.95
Amazon (AMZN) 3.5 $48M 250k 193.25
Alphabet Inc. Class C Cap Stk Cl C (GOOG) 2.8 $39M 210k 183.42
Visa Inc. Class A Com Cl A (V) 2.6 $37M 140k 262.47
SPDR S&P 500 ETF Trust Tr Unit (SPY) 2.3 $31M 58k 544.22
Ansys (ANSS) 2.2 $31M 96k 321.50
Union Pacific Corporation (UNP) 2.2 $30M 132k 226.26
Iqvia Holdings (IQV) 2.1 $29M 136k 211.44
American Tower Reit (AMT) 1.8 $25M 130k 194.38
Berkshire Hathaway Inc. Class B Cl B New (BRK.B) 1.8 $25M 62k 406.81
Aptar (ATR) 1.8 $25M 174k 140.81
Zebra Technologies Corporation Class A Cl A (ZBRA) 1.8 $24M 79k 308.93
Ecolab (ECL) 1.7 $24M 101k 238.00
salesforce (CRM) 1.7 $23M 91k 257.10
S&p Global (SPGI) 1.7 $23M 52k 445.99
Marsh & McLennan Companies (MMC) 1.7 $23M 109k 210.72
Rockwell Automation (ROK) 1.6 $23M 83k 275.28
Adobe Systems Incorporated (ADBE) 1.6 $23M 41k 555.53
Air Products & Chemicals (APD) 1.6 $23M 88k 258.05
Thermo Fisher Scientific (TMO) 1.6 $22M 40k 553.00
Roper Industries (ROP) 1.6 $22M 39k 563.65
Stryker Corporation (SYK) 1.5 $22M 63k 340.24
Nextera Energy (NEE) 1.5 $21M 289k 70.81
Chevron Corporation (CVX) 1.3 $18M 114k 156.42
Servicenow (NOW) 1.3 $18M 23k 786.67
Automatic Data Processing (ADP) 1.2 $17M 71k 238.70
Teradyne (TER) 1.2 $16M 111k 148.29
Palo Alto Networks (PANW) 1.1 $16M 47k 339.00
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO) 1.0 $14M 29k 500.14
McCormick & Company Com Non Vtg (MKC) 1.0 $14M 198k 70.94
Johnson & Johnson (JNJ) 0.9 $13M 90k 146.16
IDEXX Laboratories (IDXX) 0.9 $13M 27k 487.21
Abbvie (ABBV) 0.9 $13M 75k 171.52
NIKE, Inc. Class B CL B (NKE) 0.9 $12M 159k 75.37
Eaton Corp SHS (ETN) 0.8 $12M 37k 313.56
Costco Wholesale Corporation (COST) 0.8 $11M 13k 850.03
Procter & Gamble Company (PG) 0.8 $11M 66k 164.92
Xylem (XYL) 0.8 $11M 79k 135.64
Alphabet Inc. Class A Cap Stk Cl A (GOOGL) 0.7 $10M 55k 182.15
Pepsi (PEP) 0.7 $9.7M 59k 164.92
Vanguard Short-Term Inflation-Protected Securities ETF Strm Infproidx (VTIP) 0.7 $9.6M 198k 48.54
EOG Resources (EOG) 0.7 $9.6M 76k 125.87
Danaher Corporation (DHR) 0.7 $9.4M 38k 249.85
JPMorgan Chase & Co. (JPM) 0.7 $9.4M 46k 202.26
Vanguard Dividend Appreciation ETF Div App Etf (VIG) 0.7 $9.1M 50k 182.54
Abbott Laboratories (ABT) 0.7 $9.0M 87k 103.90
Vanguard Extended Market ETF Extend Mkt Etf (VXF) 0.6 $8.7M 52k 168.80
Walt Disney Company (DIS) 0.6 $8.7M 88k 99.29
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.6 $8.7M 85k 102.43
Home Depot (HD) 0.6 $7.7M 23k 344.23
SPDR S&P Midcap 400 ETF Trust Utser1 S&pdcrp (MDY) 0.6 $7.7M 14k 535.10
Sherwin-Williams Company (SHW) 0.6 $7.7M 26k 298.41
Lincoln Electric Holdings (LECO) 0.5 $7.3M 39k 188.64
Vanguard Short-Term Corporate Bond ETF Shrt Trm Corp Bd (VCSH) 0.5 $7.1M 92k 77.27
McDonald's Corporation (MCD) 0.5 $7.1M 28k 254.83
Merck & Co (MRK) 0.5 $6.6M 54k 123.81
iShares Core S&P Small Cap ETF Core S&p Scp Etf (IJR) 0.5 $6.6M 62k 106.66
TE Connectivity SHS (TEL) 0.5 $6.4M 42k 150.44
Vanguard Total Stock Market ETF Total Stk Mkt (VTI) 0.5 $6.2M 23k 267.51
NVIDIA Corporation (NVDA) 0.4 $6.2M 50k 123.54
Novo Nordisk A/S Sponsored ADR Class B Adr (NVO) 0.4 $6.2M 43k 142.75
Vanguard Short-Term Bond ETF Short Trm Bond (BSV) 0.4 $5.9M 77k 76.70
Parker-Hannifin Corporation (PH) 0.4 $5.8M 11k 505.77
Invesco Variable Rate Preferred ETF Var Rate Pfd (VRP) 0.4 $5.3M 223k 23.96
Analog Devices (ADI) 0.4 $5.2M 23k 228.25
Eli Lilly & Co. (LLY) 0.4 $5.0M 5.6k 905.34
Lowe's Companies (LOW) 0.4 $5.0M 23k 220.47
JPMorgan Ultra-Short Income ETF Ultra Shrt Inc (JPST) 0.4 $4.9M 98k 50.47
TJX Companies (TJX) 0.4 $4.9M 45k 110.10
CVS Caremark Corporation (CVS) 0.4 $4.9M 82k 59.06
Invesco QQQ Trust Unit Ser 1 (QQQ) 0.3 $4.5M 9.3k 479.08
iShares Core S&P 500 ETF Core S&p500 Etf (IVV) 0.3 $4.4M 8.0k 547.21
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH) 0.3 $4.3M 74k 57.99
General Mills (GIS) 0.3 $4.3M 67k 63.25
Hubbell (HUBB) 0.3 $4.2M 11k 365.52
Vanguard Intermediate-Term Bond ETF Intermed Term (BIV) 0.3 $3.8M 51k 74.89
Waste Management (WM) 0.3 $3.8M 18k 213.36
iShares iBonds Treasury 2025 Ibonds 25 Trm Ts (IBTF) 0.3 $3.7M 159k 23.22
Exxon Mobil Corporation (XOM) 0.3 $3.7M 32k 115.11
Qualcomm (QCOM) 0.3 $3.6M 18k 199.17
Trane Technologies SHS (TT) 0.3 $3.6M 11k 328.90
Verizon Communications (VZ) 0.3 $3.5M 85k 41.25
VanEck Morningstar Wide Moat ETF Morningstar Wide (MOAT) 0.2 $3.5M 40k 86.62
RPM International (RPM) 0.2 $3.3M 31k 107.67
iShares iBonds Treasury 2026 Ibonds 26 Trm Ts (IBTG) 0.2 $3.3M 146k 22.65
ASML Holding NV N Y Registry Shs (ASML) 0.2 $3.2M 3.2k 1022.78
Comcast Corporation Class A Cl A (CMCSA) 0.2 $3.2M 82k 39.16
Clorox Company (CLX) 0.2 $3.2M 23k 136.46
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH) 0.2 $3.1M 54k 58.52
Coca-Cola Company (KO) 0.2 $3.0M 47k 63.66
Illinois Tool Works (ITW) 0.2 $2.9M 12k 236.93
Welltower Inc Com reit (WELL) 0.2 $2.7M 26k 104.26
Vanguard Large-Cap ETF Large Cap Etf (VV) 0.2 $2.7M 11k 249.58
American Express Company (AXP) 0.2 $2.6M 11k 231.58
FedEx Corporation (FDX) 0.2 $2.6M 8.8k 299.89
Amgen (AMGN) 0.2 $2.6M 8.4k 312.50
Vanguard FTSE Developed Markets ETF Ftse Dev Mkt Etf (VEA) 0.2 $2.6M 53k 49.43
UnitedHealth (UNH) 0.2 $2.6M 5.0k 509.28
iShares iBonds Treasury 2024 Ibonds 24 Trm Ts (IBTE) 0.2 $2.5M 104k 23.98
Vanguard FTSE All-World ex-US ETF Allwrld Ex Us (VEU) 0.2 $2.4M 41k 58.63
iShares S&P 500 Growth ETF S&p 500 Grwt Etf (IVW) 0.2 $2.4M 26k 92.53
Synopsys (SNPS) 0.2 $2.4M 4.0k 594.99
Norfolk Southern (NSC) 0.2 $2.3M 11k 214.69
Vanguard Total International Stock ETF Vg Tl Intl Stk F (VXUS) 0.2 $2.2M 37k 60.31
C.H. Robinson Worldwide Com New (CHRW) 0.2 $2.2M 25k 88.10
Medtronic SHS (MDT) 0.2 $2.1M 27k 78.72
Oracle Corporation (ORCL) 0.2 $2.1M 15k 141.20
Target Corporation (TGT) 0.1 $2.0M 13k 148.05
Tyler Technologies (TYL) 0.1 $2.0M 4.0k 502.78
Pfizer (PFE) 0.1 $1.9M 70k 27.98
AFLAC Incorporated (AFL) 0.1 $1.9M 22k 89.32
Mondelez International, Inc. Class A Cl A (MDLZ) 0.1 $1.9M 29k 65.43
iShares Russell Midcap ETF Rus Mid Cap Etf (IWR) 0.1 $1.8M 23k 81.07
Berkshire Hathaway Inc. Class A Cl A (BRK.A) 0.1 $1.8M 3.00 612333.33
Becton, Dickinson and (BDX) 0.1 $1.8M 7.7k 233.73
Seagate Technology Holdings SHS (STX) 0.1 $1.8M 17k 103.29
Vanguard Mid-Cap ETF Mid Cap Etf (VO) 0.1 $1.7M 7.0k 242.16
iShares iBonds Treasury 2027 Ibonds 27 Trm Ts (IBTH) 0.1 $1.6M 73k 22.08
iShares Treasury Floating Rate Bond ETF TRS FLT RT BD (TFLO) 0.1 $1.6M 32k 50.67
Caterpillar (CAT) 0.1 $1.5M 4.7k 333.19
Vanguard Total Bond Market ETF Total Bnd Mrkt (BND) 0.1 $1.5M 21k 72.05
iShares U.S. Technology ETF U.s. Tech Etf (IYW) 0.1 $1.5M 10k 150.50
iShares iBonds Treasury 2028 Ibonds 28 Trm Ts (IBTI) 0.1 $1.5M 68k 21.83
Neogen Corporation (NEOG) 0.1 $1.5M 94k 15.63
Hologic (HOLX) 0.1 $1.4M 19k 74.25
Wal-Mart Stores (WMT) 0.1 $1.4M 21k 67.71
Vanguard Real Estate ETF Real Estate Etf (VNQ) 0.1 $1.4M 17k 83.79
Novartis Sponsored Adr (NVS) 0.1 $1.4M 13k 106.46
iShares iBonds Treasury 2029 Ibonds 29 Trm Ts (IBTJ) 0.1 $1.3M 63k 21.38
iShares iBonds Treasury 2031 Ibonds Dec 2031 (IBTL) 0.1 $1.3M 65k 19.97
iShares iBonds Treasury 2030 Ibond Dec 2030 (IBTK) 0.1 $1.3M 67k 19.28
iShares Russell 2000 ETF Russell 2000 Etf (IWM) 0.1 $1.3M 6.4k 202.92
Honeywell International (HON) 0.1 $1.3M 6.0k 213.57
3M Company (MMM) 0.1 $1.3M 13k 102.21
Amphenol Corporation Cl A (APH) 0.1 $1.3M 19k 67.38
Intel Corporation (INTC) 0.1 $1.2M 40k 30.98
iShares Russell 2000 Growth ETF Rus 2000 Grw Etf (IWO) 0.1 $1.2M 4.6k 262.49
Diamondback Energy (FANG) 0.1 $1.2M 6.0k 200.17
Gilead Sciences (GILD) 0.1 $1.2M 17k 68.62
Philip Morris International (PM) 0.1 $1.2M 12k 101.35
iShares Expanded Tech Sector ETF Expnd Tec Sc Etf (IGM) 0.1 $1.1M 12k 94.34
Weyerhaeuser Company Com New (WY) 0.1 $1.1M 39k 28.38
Applied Materials (AMAT) 0.1 $1.1M 4.6k 236.07
Cisco Systems (CSCO) 0.1 $1.1M 23k 47.49
Starwood Property Trust (STWD) 0.1 $1.1M 56k 18.94
Kimberly-Clark Corporation (KMB) 0.1 $1.1M 7.6k 138.17
ConocoPhillips (COP) 0.1 $1.1M 9.2k 114.43
Emerson Electric (EMR) 0.1 $1.0M 9.4k 110.21
Ingersoll Rand (IR) 0.1 $1.0M 11k 90.88
Accenture Plc Class A Shs Class A (ACN) 0.1 $1.0M 3.4k 303.55
iShares S&P 500 Value ETF S&p 500 Val Etf (IVE) 0.1 $1.0M 5.6k 182.00
Steris Shs Usd (STE) 0.1 $1.0M 4.6k 219.49
Nextnav Common Stock (NN) 0.1 $1.0M 125k 8.11
Bristol Myers Squibb (BMY) 0.1 $1.0M 24k 41.52
Fiserv (FI) 0.1 $994k 6.7k 148.98
Corning Incorporated (GLW) 0.1 $971k 25k 38.84
Dollar Tree (DLTR) 0.1 $912k 8.5k 106.77
Intuit (INTU) 0.1 $885k 1.3k 657.50
GATX Corporation (GATX) 0.1 $835k 6.3k 132.31
Meta Platforms Cl A (META) 0.1 $823k 1.6k 503.98
Bank of New York Mellon Corporation (BK) 0.1 $815k 14k 59.89
Microchip Technology (MCHP) 0.1 $813k 8.9k 91.47
International Business Machines (IBM) 0.1 $803k 4.6k 172.99
iShares S&P Mid-Cap 400 Value ETF S&p Mc 400vl Etf (IJJ) 0.1 $796k 7.0k 113.41
Illumina (ILMN) 0.1 $780k 7.5k 104.40
Raytheon Technologies Corp (RTX) 0.1 $779k 7.8k 100.41
American Water Works (AWK) 0.1 $715k 5.5k 129.25
Cheniere Energy Com New (LNG) 0.0 $686k 3.9k 174.78
iShares Gold Trust Ishares New (IAU) 0.0 $684k 16k 43.94
Starbucks Corporation (SBUX) 0.0 $677k 8.7k 77.88
Avery Dennison Corporation (AVY) 0.0 $656k 3.0k 218.67
Boston Scientific Corporation (BSX) 0.0 $650k 8.4k 76.98
Colgate-Palmolive Company (CL) 0.0 $637k 6.6k 97.10
Diageo Spon Adr New (DEO) 0.0 $637k 5.1k 126.14
Palantir Technologies Cl A (PLTR) 0.0 $633k 25k 25.32
Altria (MO) 0.0 $629k 14k 45.53
Abb Sponsored Adr (ABBNY) 0.0 $618k 11k 55.69
Shell Spon Ads (SHEL) 0.0 $614k 8.5k 72.22
Moderna (MRNA) 0.0 $604k 5.1k 118.80
Mastercard Incorporated Class A Cl A (MA) 0.0 $596k 1.4k 441.48
Kinder Morgan (KMI) 0.0 $587k 30k 19.86
Vanguard High Dividend Yield Index ETF High Div Yld (VYM) 0.0 $573k 4.8k 118.63
Dover Corporation (DOV) 0.0 $567k 3.1k 180.52
Kellogg Company (K) 0.0 $563k 9.8k 57.70
WisdomTree Emerging Markets SmallCap Dividend Fund Emg Mkts Smcap (DGS) 0.0 $562k 11k 51.42
Lennar Corporation Class A Cl A (LEN) 0.0 $553k 3.7k 149.82
PNC Financial Services (PNC) 0.0 $544k 3.5k 155.43
CrowdStrike Holdings, Inc. Class A Cl A (CRWD) 0.0 $530k 1.4k 383.22
Skyworks Solutions (SWKS) 0.0 $525k 4.9k 106.49
Church & Dwight (CHD) 0.0 $525k 5.1k 103.75
United Parcel Service, Inc. Class B CL B (UPS) 0.0 $517k 3.8k 136.81
Crispr Therapeutics Namen Akt (CRSP) 0.0 $516k 9.6k 54.03
Allegion Ord Shs (ALLE) 0.0 $513k 4.3k 118.04
JPMorgan Ultra-Short Municipal Income ETF Ultra Sht Muncpl (JMST) 0.0 $492k 9.7k 50.78
H&R Block 0.0 $488k 9.0k 54.22
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF) 0.0 $482k 1.3k 364.60
iShares 1-5 Year Investment Grade Corporate Bond ETF Ishs 1-5yr Invs (IGSB) 0.0 $478k 9.3k 51.21
Vanguard Intermediate-Term Treasury ETF Inter Term Treas (VGIT) 0.0 $452k 7.8k 58.17
Fastenal Company (FAST) 0.0 $430k 6.9k 62.77
Veralto Corp-W/I Com Shs (VLTO) 0.0 $425k 4.5k 95.46
SYSCO Corporation (SYY) 0.0 $415k 5.8k 71.40
Wec Energy Group (WEC) 0.0 $412k 5.3k 78.46
SPDR S&P Dividend ETF S&p Divid Etf (SDY) 0.0 $406k 3.2k 127.19
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO) 0.0 $403k 9.2k 43.77
Texas Instruments Incorporated (TXN) 0.0 $399k 2.1k 194.63
Cambridge Ban (CATC) 0.0 $398k 5.8k 69.01
Insulet Corporation (PODD) 0.0 $383k 1.9k 201.58
Linde SHS (LIN) 0.0 $375k 855.00 438.60
Solaredge Technologies (SEDG) 0.0 $362k 14k 25.28
At&t (T) 0.0 $359k 19k 19.11
Taiwan Semiconductor MFG. Sponsored Ads (TSM) 0.0 $348k 2.0k 174.00
Blackstone Group Inc. Class A Com Cl A (BX) 0.0 $338k 2.7k 123.72
Johnson Controls International Plc equity (JCI) 0.0 $332k 5.0k 66.41
Estee Lauder Companies Inc. Class A Cl A (EL) 0.0 $325k 3.1k 106.24
Science App Int'l (SAIC) 0.0 $321k 2.7k 117.37
iShares S&P Small-Cap 600 Value ETF Sp Smcp600vl Etf (IJS) 0.0 $318k 3.3k 97.19
Fortive (FTV) 0.0 $316k 4.3k 74.13
Zimmer Holdings (ZBH) 0.0 $313k 2.9k 108.57
iShares Floating Rate Bond ETF Fltg Rate Nt Etf (FLOT) 0.0 $308k 6.0k 51.01
GE Aerospace Com New (GE) 0.0 $308k 1.9k 158.84
Deere & Company (DE) 0.0 $308k 825.00 373.33
Flextronics Int'l Ord (FLEX) 0.0 $301k 10k 29.46
Northern Trust Corporation (NTRS) 0.0 $294k 3.5k 84.07
iShares Short-Term National Muni Bond ETF Shrt Nat Mun Etf (SUB) 0.0 $293k 2.8k 104.38
Copart (CPRT) 0.0 $287k 5.3k 54.15
Alcon Ord Shs (ALC) 0.0 $281k 3.2k 89.04
Duolingo, Inc. Class A Cl A Com (DUOL) 0.0 $279k 1.3k 208.83
Baxter International 0.0 $278k 8.3k 33.49
iShares Micro-Cap ETF Micro-cap Etf (IWC) 0.0 $275k 2.4k 113.97
Cigna Corp (CI) 0.0 $274k 830.00 330.12
Invesco S&P 500 Low Volatility ETF S&p500 Low Vol (SPLV) 0.0 $268k 4.1k 64.99
Sprott Physical Gold and Silver Trust Tr Unit (CEF) 0.0 $266k 12k 22.06
Ferrari Nv Ord (RACE) 0.0 $258k 632.00 408.23
iShares Short Treasury Bond Fund Short Treas Bd (SHV) 0.0 $257k 2.3k 110.40
SPDR Bloomberg Barclays Convertible Securities ETF Blmbrg Brc Convrt (CWB) 0.0 $253k 3.5k 72.08
Nxp Semiconductors N V (NXPI) 0.0 $250k 930.00 268.82
Vanguard Small-Cap ETF Small Cp Etf (VB) 0.0 $241k 1.1k 218.10
VanEck Vectors Short Muni ETF Vaneck Shrt Muni (SMB) 0.0 $236k 14k 16.98
VanEck Morningstar International Moat ETF Morningstar Intl (MOTI) 0.0 $236k 7.5k 31.32
Trade Desk, Inc. Class A Com Cl A (TTD) 0.0 $234k 2.4k 97.50
iShares TIPS Bond ETF Tips Bd Etf (TIP) 0.0 $231k 2.2k 106.70
Trimble Navigation (TRMB) 0.0 $228k 4.1k 55.95
First Solar (FSLR) 0.0 $225k 1.0k 225.00
Vanguard Energy ETF Energy Etf (VDE) 0.0 $224k 1.8k 127.35
Paypal Holdings (PYPL) 0.0 $223k 3.8k 58.04
Antero Midstream Corp antero midstream (AM) 0.0 $221k 15k 14.73
Wells Fargo & Company (WFC) 0.0 $220k 3.7k 59.49
Waters Corporation (WAT) 0.0 $219k 756.00 289.68
Energy Select Sector SPDR Fund Energy (XLE) 0.0 $217k 2.4k 91.06
Constellation Brands, Inc. Class A Cl A (STZ) 0.0 $217k 844.00 257.11
iShares Russell 1000 ETF Rus 1000 Etf (IWB) 0.0 $216k 725.00 297.93
New York Times Company Class A Cl A (NYT) 0.0 $215k 4.2k 51.19
Yum China Holdings (YUMC) 0.0 $214k 7.0k 30.77
Unilever Spon Adr New (UL) 0.0 $214k 3.9k 54.90
Netflix (NFLX) 0.0 $213k 315.00 676.19
Cognizant Technology Solutions Corporation Class A Cl A (CTSH) 0.0 $212k 3.1k 67.95
McKesson Corporation (MCK) 0.0 $207k 355.00 583.10
Canadian Pacific Kansas City (CP) 0.0 $204k 2.6k 78.83
U.S. Bancorp Com New (USB) 0.0 $203k 5.1k 39.76
Moody's Corporation (MCO) 0.0 $200k 476.00 420.17
Primis Financial Corp (FRST) 0.0 $154k 15k 10.47
Globalstar (GSAT) 0.0 $123k 110k 1.12
Relay Therapeutics (RLAY) 0.0 $81k 12k 6.53
Viewray (VRAYQ) 0.0 $0 10k 0.00