Boston Family Office

Boston Family Office as of Sept. 30, 2024

Portfolio Holdings for Boston Family Office

Boston Family Office holds 276 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.0 $74M 319k 233.00
Microsoft Corporation (MSFT) 3.9 $58M 135k 430.30
Amazon (AMZN) 3.1 $46M 249k 186.33
Visa Inc. Class A Com Cl A (V) 2.6 $39M 141k 274.95
Alphabet Inc. Class C Cap Stk Cl C (GOOG) 2.4 $35M 209k 167.19
SPDR S&P 500 ETF Trust Tr Unit (SPY) 2.2 $33M 57k 573.76
Union Pacific Corporation (UNP) 2.2 $33M 132k 246.48
Iqvia Holdings (IQV) 2.2 $32M 136k 236.97
Ansys (ANSS) 2.1 $31M 96k 318.63
American Tower Reit (AMT) 2.0 $30M 130k 232.56
Berkshire Hathaway Inc. Class B Cl B New (BRK.B) 1.9 $28M 61k 460.26
Aptar (ATR) 1.9 $28M 175k 160.19
S&p Global (SPGI) 1.8 $27M 52k 516.62
Air Products & Chemicals (APD) 1.8 $26M 87k 297.74
Ecolab (ECL) 1.7 $26M 100k 255.33
salesforce (CRM) 1.7 $25M 92k 273.71
Thermo Fisher Scientific (TMO) 1.7 $25M 41k 618.56
Marsh & McLennan Companies (MMC) 1.6 $24M 109k 223.09
Nextera Energy (NEE) 1.6 $24M 285k 84.53
Stryker Corporation (SYK) 1.5 $23M 63k 361.26
Zebra Technologies Corporation Class A Cl A (ZBRA) 1.5 $22M 61k 370.31
Rockwell Automation (ROK) 1.5 $22M 83k 268.46
Roper Industries (ROP) 1.4 $21M 39k 556.45
Adobe Systems Incorporated (ADBE) 1.4 $21M 41k 517.79
Servicenow (NOW) 1.4 $20M 23k 894.37
Automatic Data Processing (ADP) 1.3 $20M 71k 276.73
Palo Alto Networks (PANW) 1.2 $18M 52k 341.80
McCormick & Company Com Non Vtg (MKC) 1.1 $16M 200k 82.30
Chevron Corporation (CVX) 1.1 $16M 111k 147.27
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO) 1.1 $16M 30k 527.68
NVIDIA Corporation (NVDA) 1.0 $15M 127k 121.44
Abbvie (ABBV) 1.0 $15M 75k 197.48
Teradyne (TER) 1.0 $15M 110k 133.93
Johnson & Johnson (JNJ) 1.0 $14M 88k 162.06
IDEXX Laboratories (IDXX) 0.9 $14M 27k 505.20
NIKE, Inc. Class B CL B (NKE) 0.9 $13M 152k 88.40
Eaton Corp SHS (ETN) 0.9 $13M 39k 331.43
Procter & Gamble Company (PG) 0.8 $11M 66k 173.20
Costco Wholesale Corporation (COST) 0.8 $11M 13k 886.53
Xylem (XYL) 0.7 $11M 79k 135.03
Danaher Corporation (DHR) 0.7 $10M 37k 278.02
Pepsi (PEP) 0.7 $10M 60k 170.05
JPMorgan Chase & Co. (JPM) 0.7 $10M 48k 210.86
Vanguard Short-Term Inflation-Protected Securities ETF Strm Infproidx (VTIP) 0.7 $10M 203k 49.31
Abbott Laboratories (ABT) 0.7 $9.9M 87k 114.01
Vanguard Dividend Appreciation ETF Div App Etf (VIG) 0.7 $9.9M 50k 198.07
Sherwin-Williams Company (SHW) 0.7 $9.7M 25k 381.65
Vanguard Extended Market ETF Extend Mkt Etf (VXF) 0.7 $9.6M 53k 181.98
EOG Resources (EOG) 0.6 $9.3M 76k 122.94
Alphabet Inc. Class A Cap Stk Cl A (GOOGL) 0.6 $9.2M 55k 165.85
Home Depot (HD) 0.6 $8.8M 22k 405.22
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.6 $8.4M 83k 100.67
Walt Disney Company (DIS) 0.6 $8.3M 86k 96.19
McDonald's Corporation (MCD) 0.6 $8.2M 27k 304.50
SPDR S&P Midcap 400 ETF Trust Utser1 S&pdcrp (MDY) 0.5 $8.1M 14k 569.68
Lincoln Electric Holdings (LECO) 0.5 $7.5M 39k 192.03
Parker-Hannifin Corporation (PH) 0.5 $7.2M 11k 631.80
iShares Core S&P Small Cap ETF Core S&p Scp Etf (IJR) 0.5 $7.2M 62k 116.97
Vanguard Short-Term Corporate Bond ETF Shrt Trm Corp Bd (VCSH) 0.5 $7.2M 90k 79.42
Zoetis, Inc. Class A Cl A (ZTS) 0.4 $6.6M 34k 195.38
Vanguard Total Stock Market ETF Total Stk Mkt (VTI) 0.4 $6.6M 23k 283.16
Lowe's Companies (LOW) 0.4 $6.2M 23k 270.85
TE Connectivity SHS (TEL) 0.4 $6.0M 40k 151.07
Vanguard Short-Term Bond ETF Short Trm Bond (BSV) 0.4 $6.0M 76k 78.69
Merck & Co (MRK) 0.4 $5.9M 52k 113.57
TJX Companies (TJX) 0.4 $5.4M 46k 117.54
Novo Nordisk A/S Sponsored ADR Class B Adr (NVO) 0.4 $5.3M 45k 119.06
Invesco Variable Rate Preferred ETF Var Rate Pfd (VRP) 0.4 $5.3M 217k 24.46
Analog Devices (ADI) 0.4 $5.3M 23k 230.17
General Mills (GIS) 0.3 $5.0M 67k 73.85
Hubbell (HUBB) 0.3 $4.9M 11k 428.31
Eli Lilly & Co. (LLY) 0.3 $4.7M 5.3k 886.03
iShares Core S&P 500 ETF Core S&p500 Etf (IVV) 0.3 $4.6M 8.0k 576.80
JPMorgan Ultra-Short Income ETF Ultra Shrt Etf (JPST) 0.3 $4.6M 91k 50.74
Invesco QQQ Trust Unit Ser 1 (QQQ) 0.3 $4.6M 9.3k 488.06
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH) 0.3 $4.5M 77k 59.02
Trane Technologies SHS (TT) 0.3 $4.4M 11k 388.73
VanEck Morningstar Wide Moat ETF Mrngstr Wde Moat (MOAT) 0.3 $4.0M 41k 96.94
Vanguard Intermediate-Term Bond ETF Intermed Term (BIV) 0.3 $3.9M 50k 78.37
iShares iBonds Treasury 2026 Ibonds 26 Trm Ts (IBTG) 0.3 $3.8M 164k 23.07
RPM International (RPM) 0.3 $3.8M 31k 120.99
Exxon Mobil Corporation (XOM) 0.2 $3.7M 31k 117.23
Verizon Communications (VZ) 0.2 $3.7M 82k 44.91
Waste Management (WM) 0.2 $3.7M 18k 207.58
Clorox Company (CLX) 0.2 $3.6M 22k 162.90
iShares iBonds Treasury 2025 Ibonds 25 Trm Ts (IBTF) 0.2 $3.6M 153k 23.42
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH) 0.2 $3.4M 54k 62.32
Coca-Cola Company (KO) 0.2 $3.4M 47k 71.86
Welltower Inc Com reit (WELL) 0.2 $3.4M 26k 128.05
Illinois Tool Works (ITW) 0.2 $3.1M 12k 262.08
Comcast Corporation Class A Cl A (CMCSA) 0.2 $3.1M 75k 41.77
American Express Company (AXP) 0.2 $3.1M 11k 271.22
UnitedHealth (UNH) 0.2 $3.0M 5.2k 584.67
Qualcomm (QCOM) 0.2 $3.0M 18k 170.07
ASML Holding NV N Y Registry Shs (ASML) 0.2 $2.8M 3.4k 833.24
Vanguard Large-Cap ETF Large Cap Etf (VV) 0.2 $2.8M 11k 263.26
C.H. Robinson Worldwide Com New (CHRW) 0.2 $2.7M 25k 110.37
Amgen (AMGN) 0.2 $2.7M 8.4k 322.21
Norfolk Southern (NSC) 0.2 $2.6M 11k 248.47
Vanguard FTSE Developed Markets ETF Van Ftse Dev Mkt (VEA) 0.2 $2.6M 49k 52.80
iShares S&P 500 Growth ETF S&p 500 Grwt Etf (IVW) 0.2 $2.5M 26k 95.76
Oracle Corporation (ORCL) 0.2 $2.5M 15k 170.38
Medtronic SHS (MDT) 0.2 $2.4M 27k 90.03
AFLAC Incorporated (AFL) 0.2 $2.4M 22k 111.82
FedEx Corporation (FDX) 0.2 $2.3M 8.5k 273.72
Tyler Technologies (TYL) 0.2 $2.3M 4.0k 583.71
iShares iBonds Treasury 2027 Ibonds 27 Trm Ts (IBTH) 0.2 $2.3M 101k 22.64
Synopsys (SNPS) 0.1 $2.2M 4.4k 506.30
Mondelez International, Inc. Class A Cl A (MDLZ) 0.1 $2.1M 29k 73.68
Target Corporation (TGT) 0.1 $2.1M 14k 155.88
Vanguard Total International Stock ETF Vg Tl Intl Stk F (VXUS) 0.1 $2.1M 32k 64.75
Berkshire Hathaway Inc. Class A Cl A (BRK.A) 0.1 $2.1M 3.00 691333.33
iShares Russell Midcap ETF Rus Mid Cap Etf (IWR) 0.1 $2.0M 23k 88.14
Vanguard FTSE All-World ex-US ETF Allwrld Ex Us (VEU) 0.1 $2.0M 32k 62.99
Vanguard Total Bond Market ETF Total Bnd Mrkt (BND) 0.1 $2.0M 26k 75.09
Pfizer (PFE) 0.1 $1.9M 66k 28.94
Seagate Technology Holdings SHS (STX) 0.1 $1.9M 17k 109.53
Caterpillar (CAT) 0.1 $1.8M 4.5k 391.16
iShares iBonds Treasury 2024 Ibonds 24 Trm Ts 0.1 $1.7M 71k 24.00
iShares iBonds Treasury 2028 Ibonds 28 Trm Ts (IBTI) 0.1 $1.7M 76k 22.50
3M Company (MMM) 0.1 $1.7M 12k 136.68
Vanguard Mid-Cap ETF Mid Cap Etf (VO) 0.1 $1.7M 6.4k 263.86
Wal-Mart Stores (WMT) 0.1 $1.7M 21k 80.75
Vanguard Real Estate ETF Real Estate Etf (VNQ) 0.1 $1.7M 17k 97.43
Becton, Dickinson and (BDX) 0.1 $1.6M 6.7k 241.15
Neogen Corporation (NEOG) 0.1 $1.6M 93k 16.81
iShares iBonds Treasury 2029 Ibonds 29 Trm Ts (IBTJ) 0.1 $1.6M 71k 22.11
Hologic (HOLX) 0.1 $1.5M 19k 81.43
iShares U.S. Technology ETF U.s. Tech Etf (IYW) 0.1 $1.5M 10k 151.58
Novartis Sponsored Adr (NVS) 0.1 $1.5M 13k 115.04
iShares iBonds Treasury 2031 Ibonds Dec 2031 (IBTL) 0.1 $1.5M 70k 20.81
iShares iBonds Treasury 2030 Ibond Dec 2030 (IBTK) 0.1 $1.4M 72k 20.04
Gilead Sciences (GILD) 0.1 $1.4M 17k 83.82
iShares Treasury Floating Rate Bond ETF TRS FLT RT BD (TFLO) 0.1 $1.4M 28k 50.60
iShares Russell 2000 ETF Russell 2000 Etf (IWM) 0.1 $1.4M 6.4k 220.84
Honeywell International (HON) 0.1 $1.4M 6.7k 206.68
Palantir Technologies Cl A (PLTR) 0.1 $1.4M 37k 37.19
iShares Russell 2000 Growth ETF Rus 2000 Grw Etf (IWO) 0.1 $1.3M 4.6k 283.99
Philip Morris International (PM) 0.1 $1.3M 11k 121.41
Bristol Myers Squibb (BMY) 0.1 $1.3M 24k 51.74
Fiserv (FI) 0.1 $1.2M 6.7k 179.71
Accenture Plc Class A Shs Class A (ACN) 0.1 $1.2M 3.3k 353.56
Meta Platforms Cl A (META) 0.1 $1.2M 2.0k 572.20
Diamondback Energy (FANG) 0.1 $1.2M 6.7k 172.35
iShares Expanded Tech Sector ETF Expnd Tec Sc Etf (IGM) 0.1 $1.1M 12k 95.93
Starwood Property Trust (STWD) 0.1 $1.1M 56k 20.37
iShares S&P 500 Value ETF S&p 500 Val Etf (IVE) 0.1 $1.1M 5.7k 197.11
Corning Incorporated (GLW) 0.1 $1.1M 25k 45.16
Steris Shs Usd (STE) 0.1 $1.1M 4.6k 242.60
Amphenol Corporation Cl A (APH) 0.1 $1.1M 17k 65.17
Ingersoll Rand (IR) 0.1 $1.1M 11k 98.19
Raytheon Technologies Corp (RTX) 0.1 $1.1M 9.2k 121.21
Kimberly-Clark Corporation (KMB) 0.1 $1.1M 7.6k 142.22
Cisco Systems (CSCO) 0.1 $1.0M 19k 53.20
Emerson Electric (EMR) 0.1 $989k 9.0k 109.33
Weyerhaeuser Company Com New (WY) 0.1 $979k 29k 33.87
Bank of New York Mellon Corporation (BK) 0.1 $978k 14k 71.86
International Business Machines (IBM) 0.1 $971k 4.4k 221.08
ConocoPhillips (COP) 0.1 $962k 9.1k 105.26
GATX Corporation (GATX) 0.1 $937k 7.1k 132.38
Nextnav Common Stock (NN) 0.1 $936k 125k 7.49
Applied Materials (AMAT) 0.1 $929k 4.6k 202.13
Illumina (ILMN) 0.1 $891k 6.8k 130.40
American Water Works (AWK) 0.1 $868k 5.9k 146.25
Intuit (INTU) 0.1 $836k 1.3k 621.10
iShares MSCI EAFE ETF Msci Eafe Etf (EFA) 0.1 $811k 9.7k 83.63
Mastercard Incorporated Class A Cl A (MA) 0.1 $790k 1.6k 493.75
Kellogg Company (K) 0.1 $787k 9.8k 80.66
iShares S&P Mid-Cap 400 Value ETF S&p Mc 400vl Etf (IJJ) 0.1 $773k 6.3k 123.64
Energy Select Sector SPDR Fund Energy (XLE) 0.1 $761k 8.7k 87.86
Boston Scientific Corporation (BSX) 0.0 $729k 8.7k 83.85
Lennar Corporation Class A Cl A (LEN) 0.0 $720k 3.8k 187.45
Diageo Spon Adr New (DEO) 0.0 $709k 5.1k 140.40
Cheniere Energy Com New (LNG) 0.0 $706k 3.9k 179.87
Microchip Technology (MCHP) 0.0 $695k 8.7k 80.29
Altria (MO) 0.0 $682k 13k 51.02
Colgate-Palmolive Company (CL) 0.0 $681k 6.6k 103.81
Avery Dennison Corporation (AVY) 0.0 $662k 3.0k 220.67
Kinder Morgan (KMI) 0.0 $659k 30k 22.07
Starbucks Corporation (SBUX) 0.0 $648k 6.6k 97.50
PNC Financial Services (PNC) 0.0 $647k 3.5k 184.86
CrowdStrike Holdings, Inc. Class A Cl A (CRWD) 0.0 $639k 2.3k 280.51
Allegion Ord Shs (ALLE) 0.0 $633k 4.3k 145.65
Moderna (MRNA) 0.0 $624k 9.3k 66.80
iShares Gold Trust Ishares New (IAU) 0.0 $617k 12k 49.67
Abb Sponsored Adr (ABBNY) 0.0 $610k 11k 57.90
Vanguard High Dividend Yield Index ETF High Div Yld (VYM) 0.0 $608k 4.7k 128.27
Dover Corporation (DOV) 0.0 $602k 3.1k 191.66
CVS Caremark Corporation (CVS) 0.0 $600k 9.5k 62.91
Taiwan Semiconductor MFG. Sponsored Ads (TSM) 0.0 $590k 3.4k 173.58
WisdomTree Emerging Markets SmallCap Dividend Fund Emg Mkts Smcap (DGS) 0.0 $587k 11k 53.67
H&R Block 0.0 $572k 9.0k 63.56
Shell Spon Ads (SHEL) 0.0 $561k 8.5k 65.98
Fidelity Total Total Bd Etf (FBND) 0.0 $551k 12k 46.70
Church & Dwight (CHD) 0.0 $530k 5.1k 104.74
Antero Midstream Corp antero midstream (AM) 0.0 $527k 35k 15.06
Wec Energy Group (WEC) 0.0 $501k 5.2k 96.11
United Parcel Service, Inc. Class B CL B (UPS) 0.0 $499k 3.7k 136.30
Veralto Corp-W/I Com Shs (VLTO) 0.0 $498k 4.5k 111.86
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF) 0.0 $496k 1.3k 375.19
iShares Short Treasury Bond Fund Short Treas Bd (SHV) 0.0 $493k 4.5k 110.59
iShares 1-5 Year Investment Grade Corporate Bond ETF Ishs 1-5yr Invs (IGSB) 0.0 $492k 9.3k 52.71
Deere & Company (DE) 0.0 $490k 1.2k 417.02
Fastenal Company (FAST) 0.0 $489k 6.9k 71.39
Skyworks Solutions (SWKS) 0.0 $487k 4.9k 98.78
Vanguard Intermediate-Term Treasury ETF Inter Term Treas (VGIT) 0.0 $475k 7.9k 60.46
Eastern Bankshares (EBC) 0.0 $468k 29k 16.37
Crispr Therapeutics Namen Akt (CRSP) 0.0 $459k 9.8k 47.01
JPMorgan Ultra-Short Municipal Income ETF Ultra Sht Muncpl (JMST) 0.0 $458k 9.0k 50.95
SYSCO Corporation (SYY) 0.0 $454k 5.8k 78.11
SPDR S&P Dividend ETF S&p Divid Etf (SDY) 0.0 $453k 3.2k 141.92
Insulet Corporation (PODD) 0.0 $442k 1.9k 232.63
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO) 0.0 $441k 9.2k 47.85
Texas Instruments Incorporated (TXN) 0.0 $423k 2.1k 206.34
Blackstone Group Inc. Class A Com Cl A (BX) 0.0 $418k 2.7k 153.00
At&t (T) 0.0 $413k 19k 21.98
Linde SHS (LIN) 0.0 $408k 855.00 477.19
Agnico (AEM) 0.0 $390k 4.8k 80.46
Johnson Controls International Plc equity (JCI) 0.0 $388k 5.0k 77.62
Science App Int'l (SAIC) 0.0 $381k 2.7k 139.31
Duolingo, Inc. Class A Cl A Com (DUOL) 0.0 $377k 1.3k 282.19
J P Morgan Exchange Municipal Etf (JMUB) 0.0 $367k 7.2k 51.24
Travelers Companies (TRV) 0.0 $357k 1.5k 234.10
iShares S&P Small-Cap 600 Value ETF Sp Smcp600vl Etf (IJS) 0.0 $352k 3.3k 107.58
Flextronics Int'l Ord (FLEX) 0.0 $342k 10k 33.47
Waters Corporation (WAT) 0.0 $332k 922.00 360.09
Fortive (FTV) 0.0 $324k 4.1k 78.81
Solaredge Technologies (SEDG) 0.0 $320k 14k 22.93
Alcon Ord Shs (ALC) 0.0 $316k 3.2k 100.13
Northern Trust Corporation (NTRS) 0.0 $315k 3.5k 90.08
Baxter International 0.0 $313k 8.2k 38.02
iShares Floating Rate Bond ETF Fltg Rate Nt Etf (FLOT) 0.0 $308k 6.0k 51.01
iShares Micro-Cap ETF Micro-cap Etf (IWC) 0.0 $298k 2.4k 123.50
Sprott Physical Gold and Silver Trust Tr Unit (CEF) 0.0 $295k 12k 24.47
Intel Corporation (INTC) 0.0 $282k 12k 23.47
Paypal Holdings (PYPL) 0.0 $282k 3.6k 77.97
Copart (CPRT) 0.0 $278k 5.3k 52.45
Nxp Semiconductors N V (NXPI) 0.0 $274k 1.1k 240.35
Ferrari Nv Ord (RACE) 0.0 $274k 582.00 470.79
SPDR Bloomberg Barclays Convertible Securities ETF Bbg Conv Sec Etf (CWB) 0.0 $269k 3.5k 76.64
Constellation Brands, Inc. Class A Cl A (STZ) 0.0 $267k 1.0k 257.97
AutoZone (AZO) 0.0 $265k 84.00 3154.76
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $263k 566.00 464.66
Trade Desk, Inc. Class A Com Cl A (TTD) 0.0 $263k 2.4k 109.58
Invesco S&P 500 Low Volatility ETF S&p500 Low Vol (SPLV) 0.0 $260k 3.6k 71.63
Yum China Holdings (YUMC) 0.0 $253k 5.6k 45.11
Trimble Navigation (TRMB) 0.0 $253k 4.1k 62.09
Estee Lauder Companies Inc. Class A Cl A (EL) 0.0 $251k 2.5k 99.88
First Solar (FSLR) 0.0 $249k 1.0k 249.00
GE Aerospace Com New (GE) 0.0 $247k 1.3k 188.26
iShares TIPS Bond ETF Tips Bd Etf (TIP) 0.0 $242k 2.2k 110.60
Cognizant Technology Solutions Corporation Class A Cl A (CTSH) 0.0 $241k 3.1k 77.24
VanEck Vectors Short Muni ETF Vaneck Shrt Muni (SMB) 0.0 $240k 14k 17.27
iShares Short-Term National Muni Bond ETF Shrt Nat Mun Etf (SUB) 0.0 $237k 2.2k 106.18
New York Times Company Class A Cl A (NYT) 0.0 $234k 4.2k 55.71
Broadcom (AVGO) 0.0 $233k 1.4k 172.59
Stanley Black & Decker (SWK) 0.0 $229k 2.1k 109.94
Unilever Spon Adr New (UL) 0.0 $228k 3.5k 64.94
iShares Russell 1000 ETF Rus 1000 Etf (IWB) 0.0 $228k 725.00 314.48
U.S. Bancorp Com New (USB) 0.0 $228k 5.0k 45.65
Hartford Financial Services (HIG) 0.0 $227k 1.9k 117.43
Moody's Corporation (MCO) 0.0 $226k 476.00 474.79
Carrier Global Corporation (CARR) 0.0 $225k 2.8k 80.36
Netflix (NFLX) 0.0 $223k 315.00 707.94
Dominion Resources (D) 0.0 $222k 3.9k 57.66
Canadian Pacific Kansas City (CP) 0.0 $221k 2.6k 85.39
Vanguard Energy ETF Energy Etf (VDE) 0.0 $215k 1.8k 122.23
Monolithic Power Systems (MPWR) 0.0 $214k 231.00 926.41
Ss&c Technologies Holding (SSNC) 0.0 $211k 2.8k 74.30
California Water Service (CWT) 0.0 $210k 3.9k 54.33
iShares TR 10-20 YR 10-20 Yr Trs Etf (TLH) 0.0 $208k 1.9k 109.24
Wells Fargo & Company (WFC) 0.0 $205k 3.6k 56.58
Primis Financial Corp (FRST) 0.0 $173k 14k 12.17
Globalstar 0.0 $136k 110k 1.24
Relay Therapeutics (RLAY) 0.0 $88k 12k 7.10
Viewray (VRAYQ) 0.0 $0 10k 0.00