Boston Family Office

Boston Family Office as of June 30, 2025

Portfolio Holdings for Boston Family Office

Boston Family Office holds 285 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 4.6 $70M 140k 497.39
Apple (AAPL) 4.1 $61M 298k 205.12
Amazon (AMZN) 3.8 $57M 258k 219.42
Visa Inc. Class A Com Cl A (V) 3.3 $49M 139k 355.03
Alphabet Inc. Class C Cap Stk Cl C (GOOG) 2.5 $37M 209k 177.40
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO) 2.2 $32M 57k 568.02
Ansys (ANSS) 2.1 $32M 92k 351.19
SPDR S&P 500 ETF Trust Tr Unit (SPY) 2.0 $30M 49k 617.85
Union Pacific Corporation (UNP) 1.9 $29M 127k 230.10
Berkshire Hathaway Inc. Class B Cl B New (BRK.B) 1.9 $29M 59k 485.77
S&p Global (SPGI) 1.9 $28M 53k 527.14
American Tower Reit (AMT) 1.8 $28M 126k 220.97
Servicenow (NOW) 1.8 $27M 26k 1028.01
Stryker Corporation (SYK) 1.7 $26M 66k 395.63
Ecolab (ECL) 1.7 $26M 97k 269.43
Aptar (ATR) 1.7 $26M 163k 156.43
Rockwell Automation (ROK) 1.7 $25M 76k 332.16
salesforce (CRM) 1.6 $25M 90k 272.69
Air Products & Chemicals (APD) 1.6 $24M 84k 282.06
Marsh & McLennan Companies (MMC) 1.5 $23M 105k 218.60
Automatic Data Processing (ADP) 1.5 $23M 74k 308.37
Palo Alto Networks (PANW) 1.5 $23M 111k 204.54
Roper Industries (ROP) 1.3 $20M 36k 566.83
NVIDIA Corporation (NVDA) 1.3 $20M 127k 157.99
Iqvia Holdings (IQV) 1.3 $20M 124k 157.59
Nextera Energy (NEE) 1.3 $19M 279k 69.44
Thermo Fisher Scientific (TMO) 1.1 $17M 41k 405.50
Chevron Corporation (CVX) 1.1 $16M 114k 143.20
Zebra Technologies Corporation Class A Cl A (ZBRA) 1.1 $16M 52k 308.37
Adobe Systems Incorporated (ADBE) 1.0 $16M 40k 386.87
IDEXX Laboratories (IDXX) 1.0 $15M 28k 536.22
McCormick & Company Com Non Vtg (MKC) 1.0 $15M 197k 75.82
Eaton Corp SHS (ETN) 1.0 $15M 42k 356.87
JPMorgan Chase & Co. (JPM) 0.9 $13M 46k 289.87
Abbvie (ABBV) 0.9 $13M 72k 185.48
Vanguard Extended Market ETF Extend Mkt Etf (VXF) 0.8 $13M 66k 192.71
Vanguard Short-Term Inflation-Protected ETF Strm Infproidx (VTIP) 0.8 $13M 251k 50.27
Costco Wholesale Corporation (COST) 0.8 $13M 13k 989.91
Johnson & Johnson (JNJ) 0.8 $12M 78k 152.74
Xylem (XYL) 0.8 $12M 90k 129.35
Abbott Laboratories (ABT) 0.8 $12M 85k 135.93
Vanguard Dividend Appreciation ETF Div App Etf (VIG) 0.7 $11M 55k 204.67
Alphabet Inc. Class A Cap Stk Cl A (GOOGL) 0.7 $10M 59k 176.22
Walt Disney Company (DIS) 0.6 $9.8M 79k 123.99
Procter & Gamble Company (PG) 0.6 $9.7M 61k 159.32
Vanguard Total Stock Market ETF Total Stk Mkt (VTI) 0.6 $9.3M 31k 303.94
NIKE, Inc. Class B CL B (NKE) 0.6 $9.3M 130k 71.05
EOG Resources (EOG) 0.6 $8.8M 73k 119.62
Pepsi (PEP) 0.6 $8.6M 65k 132.05
Sherwin-Williams Company (SHW) 0.6 $8.3M 24k 343.35
Danaher Corporation (DHR) 0.5 $8.0M 40k 197.54
Parker-Hannifin Corporation (PH) 0.5 $7.9M 11k 698.46
McDonald's Corporation (MCD) 0.5 $7.7M 26k 292.15
Home Depot (HD) 0.5 $7.5M 21k 366.64
Netflix (NFLX) 0.5 $7.4M 5.5k 1339.08
SPDR S&P Midcap 400 ETF Trust Utser1 S&pdcrp (MDY) 0.5 $7.3M 13k 566.49
Lincoln Electric Holdings (LECO) 0.5 $7.2M 35k 207.33
Vanguard Short-Term Corporate Bond ETF Shrt Trm Corp Bd (VCSH) 0.5 $7.1M 89k 79.49
Eli Lilly & Co. (LLY) 0.5 $7.0M 9.0k 779.57
TE Connectivity SHS (TEL) 0.4 $6.6M 39k 168.57
iShares Core S&P Small Cap ETF Core S&p Scp Etf (IJR) 0.4 $6.5M 59k 109.30
TJX Companies (TJX) 0.4 $6.3M 51k 123.49
ASML Holding NV N Y Registry Shs (ASML) 0.4 $6.3M 7.9k 801.30
Invesco Variable Rate Preferred ETF Var Rate Pfd (VRP) 0.4 $6.0M 244k 24.45
VanEck Morningstar Wide Moat ETF Morningstar Wide (MOAT) 0.4 $5.5M 59k 93.79
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.4 $5.4M 55k 99.29
Zoetis, Inc. Class A Cl A (ZTS) 0.4 $5.4M 34k 155.95
Teradyne (TER) 0.4 $5.3M 59k 89.91
iShares iBonds Treasury 2026 Ibonds 26 Trm Ts (IBTG) 0.3 $5.2M 226k 22.93
Analog Devices (ADI) 0.3 $5.0M 21k 238.00
Vanguard Short-Term Bond ETF Short Trm Bond (BSV) 0.3 $5.0M 64k 78.70
iShares iBonds Treasury 2027 Ibonds 27 Trm Ts (IBTH) 0.3 $5.0M 222k 22.49
Trane Technologies SHS (TT) 0.3 $4.9M 11k 437.41
Invesco QQQ Trust Unit Ser 1 (QQQ) 0.3 $4.8M 8.7k 551.59
Palantir Technologies Cl A (PLTR) 0.3 $4.6M 34k 136.31
Lowe's Companies (LOW) 0.3 $4.4M 20k 221.88
Hubbell (HUBB) 0.3 $4.3M 11k 408.36
Vanguard Core Bond ETF Core Bd Etf (VCRB) 0.3 $4.3M 56k 77.58
American Express Company (AXP) 0.3 $4.2M 13k 318.96
iShares Core S&P 500 ETF Core S&p500 Etf (IVV) 0.3 $4.1M 6.6k 621.01
Waste Management (WM) 0.3 $4.0M 18k 228.80
iShares iBonds Treasury 2028 Ibonds 28 Trm Ts (IBTI) 0.3 $4.0M 180k 22.36
Merck & Co (MRK) 0.3 $4.0M 50k 79.15
Welltower Inc Com reit (WELL) 0.3 $4.0M 26k 153.61
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH) 0.3 $3.8M 65k 58.78
Exxon Mobil Corporation (XOM) 0.2 $3.7M 34k 107.79
Meta Platforms Cl A (META) 0.2 $3.6M 4.8k 738.16
General Mills (GIS) 0.2 $3.4M 66k 51.81
RPM International (RPM) 0.2 $3.4M 31k 109.89
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH) 0.2 $3.3M 54k 62.02
JPMorgan Ultra-Short Income ETF Ultra Shrt Inc (JPST) 0.2 $3.3M 64k 50.67
Coca-Cola Company (KO) 0.2 $3.2M 46k 70.75
Oracle Corporation (ORCL) 0.2 $3.2M 15k 218.62
iShares S&P 500 Growth ETF S&p 500 Grwt Etf (IVW) 0.2 $3.0M 27k 110.11
Vanguard Large-Cap ETF Large Cap Etf (VV) 0.2 $3.0M 10k 285.31
Illinois Tool Works (ITW) 0.2 $2.9M 12k 247.37
Vanguard FTSE Developed Markets ETF Van Ftse Dev Mkt (VEA) 0.2 $2.8M 50k 57.01
Qualcomm (QCOM) 0.2 $2.8M 17k 159.25
Synopsys (SNPS) 0.2 $2.7M 5.4k 512.60
Clorox Company (CLX) 0.2 $2.7M 22k 120.06
Amgen (AMGN) 0.2 $2.5M 9.1k 279.19
Vanguard Mid-Cap ETF Mid Cap Etf (VO) 0.2 $2.5M 9.0k 279.81
Medtronic SHS (MDT) 0.2 $2.5M 28k 87.17
Novo Nordisk A/S Sponsored ADR Class B Adr (NVO) 0.2 $2.5M 36k 69.02
iShares iBonds Treasury 2029 Ibonds 29 Trm Ts (IBTJ) 0.2 $2.4M 108k 21.92
Taiwan Semiconductor MFG. Sponsored Ads (TSM) 0.2 $2.4M 10k 226.47
Verizon Communications (VZ) 0.2 $2.4M 54k 43.27
Fiserv (FI) 0.2 $2.3M 13k 172.42
Tyler Technologies (TYL) 0.2 $2.3M 3.9k 592.89
Raytheon Technologies Corp (RTX) 0.2 $2.3M 16k 146.04
Vanguard Intermediate-Term Bond ETF Intermed Term (BIV) 0.1 $2.2M 29k 77.35
AFLAC Incorporated (AFL) 0.1 $2.2M 21k 105.45
Vanguard Total International Stock ETF Vg Tl Intl Stk F (VXUS) 0.1 $2.2M 32k 69.09
Berkshire Hathaway Inc. Class A Cl A (BRK.A) 0.1 $2.2M 3.00 728666.67
Norfolk Southern (NSC) 0.1 $2.2M 8.5k 255.99
Mondelez International, Inc. Class A Cl A (MDLZ) 0.1 $2.1M 31k 67.44
Philip Morris International (PM) 0.1 $2.0M 11k 182.10
iShares iBonds Treasury 2030 Ibond Dec 2030 (IBTK) 0.1 $2.0M 100k 19.84
Vanguard FTSE All-World ex-US ETF Allwrld Ex Us (VEU) 0.1 $2.0M 29k 67.24
Wal-Mart Stores (WMT) 0.1 $2.0M 20k 97.76
iShares Treasury Floating Rate Bond ETF TRS FLT RT BD (TFLO) 0.1 $1.9M 38k 50.66
iShares iBonds Treasury 2031 Ibonds Dec 2031 (IBTL) 0.1 $1.9M 94k 20.50
UnitedHealth (UNH) 0.1 $1.9M 6.2k 311.93
Gilead Sciences (GILD) 0.1 $1.9M 17k 110.85
Vanguard Ultra-Short Bond ETF Vanguard Ultra (VUSB) 0.1 $1.9M 38k 49.86
Nextnav Common Stock (NN) 0.1 $1.9M 125k 15.20
3M Company (MMM) 0.1 $1.9M 12k 152.22
Monolithic Power Systems (MPWR) 0.1 $1.8M 2.5k 731.50
Amphenol Corporation Cl A (APH) 0.1 $1.7M 17k 98.72
iShares U.S. Technology ETF U.s. Tech Etf (IYW) 0.1 $1.7M 9.7k 173.30
Vanguard Real Estate ETF Real Estate Etf (VNQ) 0.1 $1.7M 19k 89.04
Pfizer (PFE) 0.1 $1.6M 67k 24.25
iShares iBonds Treasury 2032 Ibonds Dec 2032 (IBTM) 0.1 $1.6M 69k 23.02
Novartis Sponsored Adr (NVS) 0.1 $1.6M 13k 120.76
Applied Materials (AMAT) 0.1 $1.6M 8.5k 183.07
iShares Russell Midcap ETF Rus Mid Cap Etf (IWR) 0.1 $1.5M 17k 91.91
Accenture Plc Class A Shs Class A (ACN) 0.1 $1.5M 5.1k 298.87
First Solar (FSLR) 0.1 $1.5M 9.1k 165.49
American Water Works (AWK) 0.1 $1.5M 11k 139.14
Vanguard Instl Index Ultra-short Trea (VGUS) 0.1 $1.5M 20k 75.53
Target Corporation (TGT) 0.1 $1.4M 14k 98.67
iShares Russell 2000 ETF Russell 2000 Etf (IWM) 0.1 $1.3M 6.2k 215.86
iShares Expanded Tech Sector ETF Expnd Tec Sc Etf (IGM) 0.1 $1.3M 12k 112.32
Intuit (INTU) 0.1 $1.3M 1.7k 787.64
Corning Incorporated (GLW) 0.1 $1.3M 25k 52.39
Comcast Corporation Class A Cl A (CMCSA) 0.1 $1.3M 36k 35.68
iShares Russell 2000 Growth ETF Rus 2000 Grw Etf (IWO) 0.1 $1.3M 4.4k 285.97
Caterpillar (CAT) 0.1 $1.3M 3.2k 388.10
Bristol Myers Squibb (BMY) 0.1 $1.3M 27k 46.28
CrowdStrike Holdings, Inc. Class A Cl A (CRWD) 0.1 $1.2M 2.5k 508.75
Cisco Systems (CSCO) 0.1 $1.2M 18k 69.36
Boston Scientific Corporation (BSX) 0.1 $1.2M 12k 107.37
Bank of New York Mellon Corporation (BK) 0.1 $1.2M 14k 91.12
FedEx Corporation (FDX) 0.1 $1.2M 5.5k 227.30
Hologic (HOLX) 0.1 $1.2M 19k 65.17
Starwood Property Trust (STWD) 0.1 $1.2M 61k 20.07
International Business Machines (IBM) 0.1 $1.2M 4.0k 294.81
Emerson Electric (EMR) 0.1 $1.2M 8.6k 133.39
iShares iBonds Treasury 2025 Ibonds 25 Trm Ts (IBTF) 0.1 $1.1M 49k 23.36
iShares S&P 500 Value ETF S&p 500 Val Etf (IVE) 0.1 $1.1M 5.7k 195.37
Steris Shs Usd (STE) 0.1 $1.1M 4.6k 240.22
GATX Corporation (GATX) 0.1 $1.0M 6.8k 153.61
Linde SHS (LIN) 0.1 $1.0M 2.2k 469.40
Ingersoll Rand (IR) 0.1 $945k 11k 83.22
Cheniere Energy Com New (LNG) 0.1 $919k 3.8k 243.44
iShares Short Treasury Bond Fund Short Treas Bd (SHV) 0.1 $896k 8.1k 110.40
Becton, Dickinson and (BDX) 0.1 $892k 5.2k 172.30
Root Cl A New (ROOT) 0.1 $879k 6.9k 127.97
JPMorgan Ultra-Short Municipal Income ETF Ultra Sht Muncpl (JMST) 0.1 $841k 17k 50.94
Innodata Com New (INOD) 0.1 $840k 16k 51.22
Honeywell International (HON) 0.1 $835k 3.6k 232.91
Diamondback Energy (FANG) 0.1 $824k 6.0k 137.33
ConocoPhillips (COP) 0.1 $820k 9.1k 89.73
Mastercard Incorporated Class A Cl A (MA) 0.1 $820k 1.5k 561.64
Broadcom (AVGO) 0.1 $819k 3.0k 275.57
Deere & Company (DE) 0.1 $792k 1.6k 508.34
Altria (MO) 0.1 $779k 13k 58.66
Kinder Morgan (KMI) 0.1 $779k 27k 29.39
iShares Gold Trust Ishares New (IAU) 0.1 $772k 12k 62.15
Church & Dwight (CHD) 0.1 $765k 8.0k 96.11
iShares MSCI EAFE ETF Msci Eafe Etf (EFA) 0.0 $724k 8.1k 89.42
Colgate-Palmolive Company (CL) 0.0 $714k 7.9k 90.92
WisdomTree Emerging Markets SmallCap Dividend Fund Emg Mkts Smcap (DGS) 0.0 $699k 13k 55.22
Weyerhaeuser Company Com New (WY) 0.0 $679k 26k 25.69
Kellogg Company (K) 0.0 $671k 8.4k 79.50
Antero Midstream Corp antero midstream (AM) 0.0 $663k 35k 18.94
Kimberly-Clark Corporation (KMB) 0.0 $654k 5.1k 128.87
Vanguard High Dividend Yield Index ETF High Div Yld (VYM) 0.0 $632k 4.7k 133.33
Allegion Ord Shs (ALLE) 0.0 $626k 4.3k 144.04
Abb Sponsored Adr (ABBNY) 0.0 $624k 11k 59.71
Vanguard Growth ETF Growth Etf (VUG) 0.0 $620k 1.4k 438.47
PNC Financial Services (PNC) 0.0 $610k 3.3k 186.54
Insulet Corporation (PODD) 0.0 $597k 1.9k 314.21
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF) 0.0 $596k 1.4k 424.80
Shell Spon Ads (SHEL) 0.0 $593k 8.4k 70.44
O'reilly Automotive (ORLY) 0.0 $584k 6.5k 90.12
Dover Corporation (DOV) 0.0 $576k 3.1k 183.38
Fastenal Company (FAST) 0.0 $571k 14k 41.99
Starbucks Corporation (SBUX) 0.0 $557k 6.1k 91.57
iShares S&P Mid-Cap 400 Value ETF S&p Mc 400vl Etf (IJJ) 0.0 $540k 4.4k 123.57
Wec Energy Group (WEC) 0.0 $538k 5.2k 103.20
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO) 0.0 $535k 11k 49.46
Fidelity Total Total Bd Etf (FBND) 0.0 $530k 12k 45.79
Chubb (CB) 0.0 $528k 1.8k 289.79
Johnson Controls International Plc equity (JCI) 0.0 $528k 5.0k 105.62
Avery Dennison Corporation (AVY) 0.0 $526k 3.0k 175.33
AutoZone (AZO) 0.0 $523k 141.00 3709.22
Flextronics Int'l Ord (FLEX) 0.0 $510k 10k 49.92
At&t (T) 0.0 $500k 17k 28.92
iShares 1-5 Year Investment Grade Corporate Bond ETF Ishs 1-5yr Invs (IGSB) 0.0 $499k 9.5k 52.80
Carrier Global Corporation (CARR) 0.0 $498k 6.8k 73.24
H&R Block 0.0 $494k 9.0k 54.89
Diageo Spon Adr New (DEO) 0.0 $479k 4.8k 100.84
Texas Instruments Incorporated (TXN) 0.0 $444k 2.1k 207.67
Northern Trust Corporation (NTRS) 0.0 $443k 3.5k 126.68
Lennar Corporation Class A Cl A (LEN) 0.0 $425k 3.8k 110.65
Vanguard Energy ETF Energy Etf (VDE) 0.0 $425k 3.6k 119.01
Duolingo, Inc. Class A Cl A Com (DUOL) 0.0 $421k 1.0k 410.33
Eastern Bankshares (EBC) 0.0 $418k 27k 15.27
Blackstone Group Inc. Class A Com Cl A (BX) 0.0 $409k 2.7k 149.71
Travelers Companies (TRV) 0.0 $408k 1.5k 267.54
SYSCO Corporation (SYY) 0.0 $400k 5.3k 75.76
Watsco, Incorporated (WSO) 0.0 $369k 835.00 441.92
Arthur J. Gallagher & Co. (AJG) 0.0 $368k 1.2k 320.00
CVS Caremark Corporation (CVS) 0.0 $367k 5.3k 68.98
Sprott Physical Gold and Silver Trust Tr Unit (CEF) 0.0 $363k 12k 30.11
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $354k 796.00 444.72
Waters Corporation (WAT) 0.0 $350k 1.0k 348.95
Veralto Corp-W/I Com Shs (VLTO) 0.0 $349k 3.5k 100.87
Moody's Corporation (MCO) 0.0 $349k 696.00 501.44
J P Morgan Exchange Municipal Etf (JMUB) 0.0 $346k 7.0k 49.69
Vanguard Intermediate-Term Treasury ETF Inter Term Treas (VGIT) 0.0 $343k 5.7k 59.74
Otis Worldwide Corp (OTIS) 0.0 $343k 3.5k 99.08
Shopify, Inc. Class A Cl A Sub Vtg Shs (SHOP) 0.0 $332k 2.9k 115.28
SPDR S&P Dividend ETF S&p Divid Etf (SDY) 0.0 $320k 2.4k 135.54
Agnico (AEM) 0.0 $314k 2.6k 118.76
Trimble Navigation (TRMB) 0.0 $310k 4.1k 76.07
iShares Floating Rate Bond ETF Fltg Rate Nt Etf (FLOT) 0.0 $308k 6.0k 51.01
Science App Int'l (SAIC) 0.0 $308k 2.7k 112.61
Airbnb Inc Com CL A Com Cl A (ABNB) 0.0 $301k 2.3k 132.54
Waste Connections (WCN) 0.0 $300k 1.6k 186.92
iShares Micro-Cap ETF Micro-cap Etf (IWC) 0.0 $298k 2.3k 127.73
Kenvue (KVUE) 0.0 $294k 14k 20.94
Keysight Technologies (KEYS) 0.0 $293k 1.8k 163.69
Wells Fargo & Company (WFC) 0.0 $290k 3.6k 80.04
SPDR Bloomberg Barclays Convertible Securities ETF Blmbrg Brc Convrt (CWB) 0.0 $290k 3.5k 82.62
Invesco S&P 500 Low Volatility ETF S&p500 Low Vol (SPLV) 0.0 $287k 3.9k 72.79
Alcon Ord Shs (ALC) 0.0 $279k 3.2k 88.40
Brown & Brown (BRO) 0.0 $269k 2.4k 110.70
Ferguson Enterprises Common Stock New (FERG) 0.0 $268k 1.2k 217.89
L3harris Technologies (LHX) 0.0 $267k 1.1k 251.18
Goldman Sachs (GS) 0.0 $262k 370.00 708.11
Vanguard Small-Cap ETF Small Cp Etf (VB) 0.0 $260k 1.1k 236.79
McKesson Corporation (MCK) 0.0 $260k 355.00 732.39
Copart (CPRT) 0.0 $255k 5.2k 49.04
Ferrari Nv Ord (RACE) 0.0 $252k 513.00 491.23
Nxp Semiconductors N V (NXPI) 0.0 $249k 1.1k 218.42
Terreno Realty Corporation (TRNO) 0.0 $248k 4.4k 56.17
iShares Russell 1000 ETF Rus 1000 Etf (IWB) 0.0 $246k 725.00 339.31
Hartford Financial Services (HIG) 0.0 $245k 1.9k 126.75
iShares S&P Small-Cap 600 Value ETF Sp Smcp600vl Etf (IJS) 0.0 $244k 2.5k 99.47
Cognizant Technology Solutions Corporation Class A Cl A (CTSH) 0.0 $243k 3.1k 77.88
GE Aerospace Com New (GE) 0.0 $241k 935.00 257.75
VanEck Vectors Short Muni ETF Vaneck Shrt Muni (SMB) 0.0 $240k 14k 17.27
Neogen Corporation (NEOG) 0.0 $238k 50k 4.79
New York Times Company Class A Cl A (NYT) 0.0 $235k 4.2k 55.95
Ss&c Technologies Holding (SSNC) 0.0 $235k 2.8k 82.75
Progressive Corporation (PGR) 0.0 $233k 872.00 267.20
Paypal Holdings (PYPL) 0.0 $231k 3.1k 74.42
Vanguard Short-Term Tax-Exempt Bond ETF Short Trm Tax Ex (VTES) 0.0 $227k 2.3k 100.89
U.S. Bancorp Com New (USB) 0.0 $226k 5.0k 45.25
Labcorp Holdings Com Shs (LH) 0.0 $223k 850.00 262.35
iShares TIPS Bond ETF Tips Bd Etf (TIP) 0.0 $222k 2.0k 109.85
Vanguard Total Bond Market ETF Total Bnd Mrkt (BND) 0.0 $219k 3.0k 73.69
Dominion Resources (D) 0.0 $218k 3.9k 56.62
Unilever Spon Adr New (UL) 0.0 $215k 3.5k 61.24
iShares MSCI ACWI ETF Msci Acwi Etf (ACWI) 0.0 $206k 1.6k 128.75
Lamar Advertising Co CL A Cl A (LAMR) 0.0 $206k 1.7k 121.53
C.H. Robinson Worldwide Com New (CHRW) 0.0 $205k 2.1k 96.06
Canadian Pacific Kansas City (CP) 0.0 $205k 2.6k 79.21
iShares MSCI USA ESG Select ETF Esg Optimized (SUSA) 0.0 $203k 1.6k 126.88
Fortive (FTV) 0.0 $201k 3.9k 52.02
Primis Financial Corp (FRST) 0.0 $122k 11k 10.88
Relay Therapeutics (RLAY) 0.0 $43k 12k 3.47
Viewray (VRAYQ) 0.0 $0 10k 0.00