Boston Family Office

Boston Family Office as of Dec. 31, 2024

Portfolio Holdings for Boston Family Office

Boston Family Office holds 274 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.5 $79M 317k 250.42
Microsoft Corporation (MSFT) 3.9 $57M 135k 421.50
Amazon (AMZN) 3.7 $54M 246k 219.39
Visa Inc. Class A Com Cl A (V) 3.0 $44M 139k 316.04
Alphabet Inc. Class C Cap Stk Cl C (GOOG) 2.7 $40M 209k 190.44
Ansys (ANSS) 2.2 $32M 95k 337.33
salesforce (CRM) 2.1 $31M 91k 334.33
SPDR S&P 500 ETF Trust Tr Unit (SPY) 2.1 $30M 51k 586.07
Union Pacific Corporation (UNP) 2.0 $30M 130k 228.04
Berkshire Hathaway Inc. Class B Cl B New (BRK.B) 1.9 $28M 61k 453.28
Aptar (ATR) 1.9 $27M 173k 157.10
Iqvia Holdings (IQV) 1.8 $27M 135k 196.51
S&p Global (SPGI) 1.8 $26M 53k 498.04
Air Products & Chemicals (APD) 1.7 $25M 86k 290.04
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO) 1.6 $24M 44k 538.82
Servicenow (NOW) 1.6 $24M 22k 1060.13
American Tower Reit (AMT) 1.6 $23M 128k 183.41
Ecolab (ECL) 1.6 $23M 99k 234.32
Zebra Technologies Corporation Class A Cl A (ZBRA) 1.6 $23M 59k 386.23
Marsh & McLennan Companies (MMC) 1.6 $23M 107k 212.41
Stryker Corporation (SYK) 1.5 $23M 62k 360.04
Rockwell Automation (ROK) 1.5 $22M 78k 285.79
Thermo Fisher Scientific (TMO) 1.4 $21M 40k 520.24
Automatic Data Processing (ADP) 1.4 $21M 71k 292.72
Nextera Energy (NEE) 1.4 $20M 282k 71.69
Roper Industries (ROP) 1.3 $20M 38k 519.84
Palo Alto Networks (PANW) 1.3 $19M 103k 181.96
Adobe Systems Incorporated (ADBE) 1.3 $19M 42k 444.68
NVIDIA Corporation (NVDA) 1.2 $17M 125k 134.29
Chevron Corporation (CVX) 1.1 $16M 112k 144.84
McCormick & Company Com Non Vtg (MKC) 1.0 $15M 199k 76.24
Teradyne (TER) 0.9 $14M 108k 125.92
Abbvie (ABBV) 0.9 $13M 74k 177.70
Eaton Corp SHS (ETN) 0.9 $13M 39k 331.87
Johnson & Johnson (JNJ) 0.9 $13M 87k 144.62
Costco Wholesale Corporation (COST) 0.8 $11M 13k 916.23
JPMorgan Chase & Co. (JPM) 0.8 $11M 47k 239.71
IDEXX Laboratories (IDXX) 0.8 $11M 27k 413.43
Vanguard Extended Market ETF Extend Mkt Etf (VXF) 0.8 $11M 58k 189.98
NIKE, Inc. Class B CL B (NKE) 0.8 $11M 145k 75.67
Procter & Gamble Company (PG) 0.7 $11M 64k 167.65
Alphabet Inc. Class A Cap Stk Cl A (GOOGL) 0.7 $10M 55k 189.31
Vanguard Short-Term Inflation-Protected ETF Strm Infproidx (VTIP) 0.7 $10M 215k 48.42
Vanguard Dividend Appreciation ETF Div App Etf (VIG) 0.7 $10M 53k 195.82
Abbott Laboratories (ABT) 0.7 $9.8M 87k 113.11
EOG Resources (EOG) 0.6 $9.2M 75k 122.58
Pepsi (PEP) 0.6 $9.1M 60k 152.06
Walt Disney Company (DIS) 0.6 $9.1M 82k 111.35
Xylem (XYL) 0.6 $9.1M 79k 116.02
Sherwin-Williams Company (SHW) 0.6 $8.5M 25k 339.92
Danaher Corporation (DHR) 0.6 $8.5M 37k 229.55
Home Depot (HD) 0.6 $8.3M 21k 388.99
SPDR S&P Midcap 400 ETF Trust Utser1 S&pdcrp (MDY) 0.5 $7.8M 14k 569.58
McDonald's Corporation (MCD) 0.5 $7.7M 27k 289.87
Parker-Hannifin Corporation (PH) 0.5 $7.2M 11k 636.05
Lincoln Electric Holdings (LECO) 0.5 $7.2M 38k 187.47
iShares Core S&P Small Cap ETF Core S&p Scp Etf (IJR) 0.5 $6.9M 60k 115.22
Vanguard Short-Term Corporate Bond ETF Shrt Trm Corp Bd (VCSH) 0.5 $6.8M 87k 78.01
Vanguard Total Stock Market ETF Total Stk Mkt (VTI) 0.5 $6.7M 23k 289.80
Vanguard Short-Term Bond ETF Short Trm Bond (BSV) 0.4 $5.8M 75k 77.27
TE Connectivity SHS (TEL) 0.4 $5.7M 40k 142.94
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.4 $5.6M 69k 81.75
Lowe's Companies (LOW) 0.4 $5.6M 23k 246.80
Invesco Variable Rate Preferred ETF Var Rate Pfd (VRP) 0.4 $5.5M 229k 24.19
TJX Companies (TJX) 0.4 $5.5M 46k 120.81
Merck & Co (MRK) 0.3 $5.0M 51k 99.49
ASML Holding NV N Y Registry Shs (ASML) 0.3 $4.8M 7.0k 693.06
Hubbell (HUBB) 0.3 $4.8M 11k 418.92
Analog Devices (ADI) 0.3 $4.7M 22k 212.44
Invesco QQQ Trust Unit Ser 1 (QQQ) 0.3 $4.6M 9.0k 511.28
iShares Core S&P 500 ETF Core S&p500 Etf (IVV) 0.3 $4.5M 7.7k 588.67
Zoetis, Inc. Class A Cl A (ZTS) 0.3 $4.5M 28k 162.93
VanEck Morningstar Wide Moat ETF Morningstar Wide (MOAT) 0.3 $4.5M 48k 92.73
iShares iBonds Treasury 2026 Ibonds 26 Trm Ts (IBTG) 0.3 $4.4M 191k 22.81
General Mills (GIS) 0.3 $4.3M 67k 63.77
JPMorgan Ultra-Short Income ETF Ultra Shrt Inc (JPST) 0.3 $4.2M 84k 50.37
Trane Technologies SHS (TT) 0.3 $4.2M 11k 369.34
Eli Lilly & Co. (LLY) 0.3 $4.1M 5.3k 772.06
iShares iBonds Treasury 2027 Ibonds 27 Trm Ts (IBTH) 0.3 $4.0M 180k 22.19
Novo Nordisk A/S Sponsored ADR Class B Adr (NVO) 0.3 $3.9M 45k 86.02
RPM International (RPM) 0.3 $3.8M 31k 123.05
iShares iBonds Treasury 2025 Ibonds 25 Trm Ts (IBTF) 0.3 $3.8M 162k 23.32
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH) 0.3 $3.8M 65k 58.18
Clorox Company (CLX) 0.2 $3.6M 22k 162.40
Waste Management (WM) 0.2 $3.6M 18k 201.79
Vanguard Intermediate-Term Bond ETF Intermed Term (BIV) 0.2 $3.4M 46k 74.74
American Express Company (AXP) 0.2 $3.4M 11k 296.75
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH) 0.2 $3.4M 54k 62.32
Welltower Inc Com reit (WELL) 0.2 $3.4M 27k 126.04
Exxon Mobil Corporation (XOM) 0.2 $3.3M 31k 107.56
Illinois Tool Works (ITW) 0.2 $3.0M 12k 253.55
Coca-Cola Company (KO) 0.2 $2.9M 47k 62.25
Vanguard Large-Cap ETF Large Cap Etf (VV) 0.2 $2.9M 11k 269.72
Comcast Corporation Class A Cl A (CMCSA) 0.2 $2.8M 74k 37.52
Verizon Communications (VZ) 0.2 $2.8M 69k 40.00
iShares S&P 500 Growth ETF S&p 500 Grwt Etf (IVW) 0.2 $2.7M 27k 101.54
Qualcomm (QCOM) 0.2 $2.7M 18k 153.65
Palantir Technologies Cl A (PLTR) 0.2 $2.6M 35k 75.63
UnitedHealth (UNH) 0.2 $2.6M 5.2k 505.82
C.H. Robinson Worldwide Com New (CHRW) 0.2 $2.5M 25k 103.33
Norfolk Southern (NSC) 0.2 $2.5M 11k 234.73
Oracle Corporation (ORCL) 0.2 $2.3M 14k 166.63
FedEx Corporation (FDX) 0.2 $2.3M 8.3k 281.34
Tyler Technologies (TYL) 0.2 $2.3M 3.9k 576.54
AFLAC Incorporated (AFL) 0.2 $2.2M 21k 103.43
Vanguard FTSE Developed Markets ETF Van Ftse Dev Mkt (VEA) 0.2 $2.2M 46k 47.83
Medtronic SHS (MDT) 0.1 $2.2M 27k 79.88
Amgen (AMGN) 0.1 $2.1M 8.2k 260.63
Synopsys (SNPS) 0.1 $2.1M 4.4k 485.36
iShares Treasury Floating Rate Bond ETF TRS FLT RT BD (TFLO) 0.1 $2.1M 41k 50.48
Berkshire Hathaway Inc. Class A Cl A (BRK.A) 0.1 $2.0M 3.00 681000.00
iShares Russell Midcap ETF Rus Mid Cap Etf (IWR) 0.1 $2.0M 23k 88.40
iShares iBonds Treasury 2028 Ibonds 28 Trm Ts (IBTI) 0.1 $2.0M 89k 21.91
Nextnav Common Stock (NN) 0.1 $1.9M 125k 15.56
Wal-Mart Stores (WMT) 0.1 $1.8M 20k 90.37
Vanguard FTSE All-World ex-US ETF Allwrld Ex Us (VEU) 0.1 $1.8M 32k 57.42
Target Corporation (TGT) 0.1 $1.8M 14k 135.18
Mondelez International, Inc. Class A Cl A (MDLZ) 0.1 $1.8M 30k 59.73
Pfizer (PFE) 0.1 $1.8M 68k 26.53
Vanguard Total International Stock ETF Vg Tl Intl Stk F (VXUS) 0.1 $1.8M 30k 58.92
Vanguard Mid-Cap ETF Mid Cap Etf (VO) 0.1 $1.8M 6.6k 264.13
iShares iBonds Treasury 2029 Ibonds 29 Trm Ts (IBTJ) 0.1 $1.7M 80k 21.33
Vanguard Ultra-Short Bond ETF Vanguard Ultra (VUSB) 0.1 $1.7M 34k 49.61
Vanguard Core Bond ETF Core Bd Etf (VCRB) 0.1 $1.7M 22k 75.83
3M Company (MMM) 0.1 $1.6M 12k 129.11
Gilead Sciences (GILD) 0.1 $1.6M 17k 92.34
Vanguard Real Estate ETF Real Estate Etf (VNQ) 0.1 $1.6M 18k 89.06
Monolithic Power Systems (MPWR) 0.1 $1.5M 2.6k 591.81
iShares U.S. Technology ETF U.s. Tech Etf (IYW) 0.1 $1.5M 9.7k 159.48
Seagate Technology Holdings SHS (STX) 0.1 $1.5M 17k 86.29
iShares iBonds Treasury 2030 Ibond Dec 2030 (IBTK) 0.1 $1.4M 75k 19.19
iShares iBonds Treasury 2031 Ibonds Dec 2031 (IBTL) 0.1 $1.4M 72k 19.80
Bristol Myers Squibb (BMY) 0.1 $1.4M 25k 56.56
iShares Russell 2000 ETF Russell 2000 Etf (IWM) 0.1 $1.4M 6.4k 221.00
Fiserv (FI) 0.1 $1.4M 6.7k 205.49
Hologic (HOLX) 0.1 $1.4M 19k 72.06
Honeywell International (HON) 0.1 $1.4M 6.0k 225.90
iShares Russell 2000 Growth ETF Rus 2000 Grw Etf (IWO) 0.1 $1.3M 4.6k 287.76
Becton, Dickinson and (BDX) 0.1 $1.3M 5.6k 226.85
Novartis Sponsored Adr (NVS) 0.1 $1.3M 13k 97.33
Amphenol Corporation Cl A (APH) 0.1 $1.3M 18k 69.43
iShares Expanded Tech Sector ETF Expnd Tec Sc Etf (IGM) 0.1 $1.2M 12k 102.07
Meta Platforms Cl A (META) 0.1 $1.2M 2.1k 585.60
Philip Morris International (PM) 0.1 $1.2M 10k 120.39
Caterpillar (CAT) 0.1 $1.2M 3.3k 362.62
Corning Incorporated (GLW) 0.1 $1.2M 25k 47.53
Starwood Property Trust (STWD) 0.1 $1.2M 61k 18.95
Emerson Electric (EMR) 0.1 $1.1M 9.0k 123.95
Accenture Plc Class A Shs Class A (ACN) 0.1 $1.1M 3.1k 351.81
Diamondback Energy (FANG) 0.1 $1.1M 6.7k 163.83
iShares S&P 500 Value ETF S&p 500 Val Etf (IVE) 0.1 $1.1M 5.7k 190.84
Cisco Systems (CSCO) 0.1 $1.1M 18k 59.23
Neogen Corporation (NEOG) 0.1 $1.1M 89k 12.14
Raytheon Technologies Corp (RTX) 0.1 $1.1M 9.2k 115.77
GATX Corporation (GATX) 0.1 $1.1M 6.9k 154.96
Bank of New York Mellon Corporation (BK) 0.1 $1.0M 14k 76.86
Ingersoll Rand (IR) 0.1 $1.0M 11k 90.44
iShares Short Treasury Bond Fund Short Treas Bd (SHV) 0.1 $955k 8.7k 110.06
Steris Shs Usd (STE) 0.1 $952k 4.6k 205.66
International Business Machines (IBM) 0.1 $944k 4.3k 219.84
ConocoPhillips (COP) 0.1 $906k 9.1k 99.14
American Water Works (AWK) 0.1 $880k 7.1k 124.54
Intuit (INTU) 0.1 $846k 1.3k 628.53
Cheniere Energy Com New (LNG) 0.1 $843k 3.9k 214.78
CrowdStrike Holdings, Inc. Class A Cl A (CRWD) 0.1 $816k 2.4k 342.14
Weyerhaeuser Company Com New (WY) 0.1 $814k 29k 28.17
Kimberly-Clark Corporation (KMB) 0.1 $805k 6.1k 131.04
Kellogg Company (K) 0.1 $790k 9.8k 80.97
Boston Scientific Corporation (BSX) 0.1 $777k 8.7k 89.37
Mastercard Incorporated Class A Cl A (MA) 0.1 $769k 1.5k 526.71
Taiwan Semiconductor MFG. Sponsored Ads (TSM) 0.1 $761k 3.9k 197.41
iShares MSCI EAFE ETF Msci Eafe Etf (EFA) 0.1 $733k 9.7k 75.58
Applied Materials (AMAT) 0.1 $731k 4.5k 162.59
iShares S&P Mid-Cap 400 Value ETF S&p Mc 400vl Etf (IJJ) 0.0 $723k 5.8k 124.89
Kinder Morgan (KMI) 0.0 $719k 26k 27.41
PNC Financial Services (PNC) 0.0 $675k 3.5k 192.86
Altria (MO) 0.0 $668k 13k 52.27
Diageo Spon Adr New (DEO) 0.0 $642k 5.1k 127.13
iShares Gold Trust Ishares New (IAU) 0.0 $615k 12k 49.51
Starbucks Corporation (SBUX) 0.0 $607k 6.7k 91.18
Vanguard High Dividend Yield Index ETF High Div Yld (VYM) 0.0 $605k 4.7k 127.64
Colgate-Palmolive Company (CL) 0.0 $596k 6.6k 90.85
Dover Corporation (DOV) 0.0 $589k 3.1k 187.52
WisdomTree Emerging Markets SmallCap Dividend Fund Emg Mkts Smcap (DGS) 0.0 $577k 12k 48.92
Allegion Ord Shs (ALLE) 0.0 $568k 4.3k 130.69
Abb Sponsored Adr (ABBNY) 0.0 $566k 11k 53.72
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF) 0.0 $563k 1.4k 401.28
Avery Dennison Corporation (AVY) 0.0 $561k 3.0k 187.00
Shell Spon Ads (SHEL) 0.0 $533k 8.5k 62.69
Church & Dwight (CHD) 0.0 $530k 5.1k 104.74
Vanguard Total Bond Market ETF Total Bnd Mrkt (BND) 0.0 $530k 7.4k 71.94
Fidelity Total Total Bd Etf (FBND) 0.0 $529k 12k 44.83
Antero Midstream Corp antero midstream (AM) 0.0 $528k 35k 15.09
Lennar Corporation Class A Cl A (LEN) 0.0 $524k 3.8k 136.42
Netflix (NFLX) 0.0 $520k 583.00 891.94
Vanguard Intermediate-Term Treasury ETF Inter Term Treas (VGIT) 0.0 $505k 8.7k 57.95
Deere & Company (DE) 0.0 $498k 1.2k 423.83
Insulet Corporation (PODD) 0.0 $496k 1.9k 261.05
Fastenal Company (FAST) 0.0 $493k 6.9k 71.97
Wec Energy Group (WEC) 0.0 $490k 5.2k 94.00
iShares 1-5 Year Investment Grade Corporate Bond ETF Ishs 1-5yr Invs (IGSB) 0.0 $479k 9.3k 51.73
H&R Block 0.0 $476k 9.0k 52.89
Eastern Bankshares (EBC) 0.0 $472k 27k 17.24
Blackstone Group Inc. Class A Com Cl A (BX) 0.0 $471k 2.7k 172.40
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO) 0.0 $464k 11k 44.00
JPMorgan Ultra-Short Municipal Income ETF Ultra Sht Muncpl (JMST) 0.0 $456k 9.0k 50.73
Veralto Corp-W/I Com Shs (VLTO) 0.0 $448k 4.4k 101.77
SYSCO Corporation (SYY) 0.0 $435k 5.7k 76.49
Duolingo, Inc. Class A Cl A Com (DUOL) 0.0 $433k 1.3k 324.10
Skyworks Solutions (SWKS) 0.0 $431k 4.9k 88.77
Vanguard Growth ETF Growth Etf (VUG) 0.0 $425k 1.0k 410.23
SPDR S&P Dividend ETF S&p Divid Etf (SDY) 0.0 $422k 3.2k 132.21
Microchip Technology (MCHP) 0.0 $422k 7.4k 57.37
At&t (T) 0.0 $421k 19k 22.78
Texas Instruments Incorporated (TXN) 0.0 $401k 2.1k 187.56
Johnson Controls International Plc equity (JCI) 0.0 $395k 5.0k 79.02
Flextronics Int'l Ord (FLEX) 0.0 $392k 10k 38.37
Crispr Therapeutics Namen Akt (CRSP) 0.0 $384k 9.8k 39.33
Agnico (AEM) 0.0 $379k 4.8k 78.19
Illumina (ILMN) 0.0 $371k 2.8k 133.79
Waters Corporation (WAT) 0.0 $368k 991.00 371.34
Travelers Companies (TRV) 0.0 $367k 1.5k 240.66
J P Morgan Exchange Municipal Etf (JMUB) 0.0 $359k 7.2k 50.12
Northern Trust Corporation (NTRS) 0.0 $358k 3.5k 102.37
Linde SHS (LIN) 0.0 $358k 855.00 418.71
Vanguard Energy ETF Energy Etf (VDE) 0.0 $347k 2.9k 121.33
CVS Caremark Corporation (CVS) 0.0 $344k 7.7k 44.85
Broadcom (AVGO) 0.0 $313k 1.4k 231.85
Fortive (FTV) 0.0 $308k 4.1k 74.92
iShares Floating Rate Bond ETF Fltg Rate Nt Etf (FLOT) 0.0 $307k 6.0k 50.84
Science App Int'l (SAIC) 0.0 $306k 2.7k 111.88
Copart (CPRT) 0.0 $304k 5.3k 57.36
iShares Micro-Cap ETF Micro-cap Etf (IWC) 0.0 $304k 2.3k 130.30
iShares S&P Small-Cap 600 Value ETF Sp Smcp600vl Etf (IJS) 0.0 $303k 2.8k 108.60
Trimble Navigation (TRMB) 0.0 $288k 4.1k 70.67
Sprott Physical Gold and Silver Trust Tr Unit (CEF) 0.0 $286k 12k 23.72
Trade Desk, Inc. Class A Com Cl A (TTD) 0.0 $282k 2.4k 117.50
Airbnb Inc Com CL A Com Cl A (ABNB) 0.0 $281k 2.1k 131.62
Paypal Holdings (PYPL) 0.0 $280k 3.3k 85.39
iShares TR 3 7 YR 3 7 Yr Treas Bd (IEI) 0.0 $279k 2.4k 115.62
SPDR Bloomberg Barclays Convertible Securities ETF Blmbrg Brc Convrt (CWB) 0.0 $273k 3.5k 77.78
Moody's Corporation (MCO) 0.0 $273k 576.00 473.96
AutoZone (AZO) 0.0 $269k 84.00 3202.38
Alcon Ord Shs (ALC) 0.0 $268k 3.2k 84.92
Yum China Holdings (YUMC) 0.0 $264k 5.5k 48.24
Invesco S&P 500 Low Volatility ETF S&p500 Low Vol (SPLV) 0.0 $254k 3.6k 69.90
Wells Fargo & Company (WFC) 0.0 $254k 3.6k 70.11
iShares TIPS Bond ETF Tips Bd Etf (TIP) 0.0 $251k 2.4k 106.63
Ferrari Nv Ord (RACE) 0.0 $247k 582.00 424.40
Kenvue (KVUE) 0.0 $243k 11k 21.31
Cognizant Technology Solutions Corporation Class A Cl A (CTSH) 0.0 $240k 3.1k 76.92
U.S. Bancorp Com New (USB) 0.0 $239k 5.0k 47.85
VanEck Vectors Short Muni ETF Vaneck Shrt Muni (SMB) 0.0 $237k 14k 17.06
Nxp Semiconductors N V (NXPI) 0.0 $237k 1.1k 207.89
iShares Russell 1000 ETF Rus 1000 Etf (IWB) 0.0 $234k 725.00 322.76
Intel Corporation (INTC) 0.0 $231k 12k 20.06
iShares TR 10-20 YR 10-20 Yr Trs Etf (TLH) 0.0 $229k 2.3k 99.65
Globalstar 0.0 $228k 110k 2.07
Moderna (MRNA) 0.0 $223k 5.4k 41.59
Vanguard Small-Cap ETF Small Cp Etf (VB) 0.0 $223k 927.00 240.56
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $222k 551.00 402.90
New York Times Company Class A Cl A (NYT) 0.0 $219k 4.2k 52.14
United Parcel Service, Inc. Class B CL B (UPS) 0.0 $218k 1.7k 126.38
Ss&c Technologies Holding (SSNC) 0.0 $215k 2.8k 75.70
Janus Henderson Group Ord Shs (JHG) 0.0 $213k 5.0k 42.60
Goldman Sachs (GS) 0.0 $212k 370.00 572.97
Hartford Financial Services (HIG) 0.0 $211k 1.9k 109.16
Dominion Resources (D) 0.0 $207k 3.9k 53.77
Energy Select Sector SPDR Fund Energy (XLE) 0.0 $204k 2.4k 85.61
Constellation Brands, Inc. Class A Cl A (STZ) 0.0 $204k 923.00 221.02
McKesson Corporation (MCK) 0.0 $202k 355.00 569.01
Primis Financial Corp (FRST) 0.0 $166k 14k 11.68
Relay Therapeutics (RLAY) 0.0 $51k 12k 4.11
Viewray (VRAYQ) 0.0 $0 10k 0.00