Boston Family Office as of June 30, 2017
Portfolio Holdings for Boston Family Office
Boston Family Office holds 252 positions in its portfolio as reported in the June 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 2.7 | $23M | 157k | 144.02 | |
Johnson & Johnson (JNJ) | 2.5 | $21M | 161k | 132.29 | |
Spdr S&p 500 Etf (SPY) | 2.4 | $20M | 83k | 241.80 | |
Celgene Corporation | 2.1 | $18M | 135k | 129.87 | |
Ansys (ANSS) | 1.9 | $16M | 133k | 121.68 | |
Union Pacific Corporation (UNP) | 1.9 | $16M | 148k | 108.91 | |
American Tower Reit (AMT) | 1.9 | $16M | 122k | 132.32 | |
Exxon Mobil Corporation (XOM) | 1.8 | $15M | 187k | 80.73 | |
Ecolab (ECL) | 1.7 | $15M | 109k | 132.75 | |
SPDR S&P MidCap 400 ETF (MDY) | 1.7 | $14M | 45k | 317.62 | |
Marsh & McLennan Companies (MMC) | 1.7 | $14M | 181k | 77.96 | |
Vanguard Emerging Markets ETF (VWO) | 1.6 | $14M | 340k | 40.83 | |
Rockwell Automation (ROK) | 1.5 | $13M | 79k | 161.96 | |
iShares S&P SmallCap 600 Index (IJR) | 1.5 | $13M | 182k | 70.11 | |
Oracle Corporation (ORCL) | 1.5 | $13M | 252k | 50.14 | |
First Republic Bank/san F (FRCB) | 1.5 | $13M | 127k | 100.10 | |
Procter & Gamble Company (PG) | 1.4 | $12M | 136k | 87.15 | |
Berkshire Hathaway (BRK.B) | 1.4 | $11M | 68k | 169.37 | |
General Mills (GIS) | 1.3 | $11M | 199k | 55.40 | |
Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 1.3 | $11M | 126k | 87.20 | |
General Electric Company | 1.3 | $11M | 395k | 27.01 | |
Nike (NKE) | 1.2 | $10M | 177k | 59.00 | |
Middleby Corporation (MIDD) | 1.2 | $10M | 86k | 121.50 | |
Aptar (ATR) | 1.2 | $10M | 115k | 86.86 | |
Pepsi (PEP) | 1.1 | $9.0M | 78k | 115.49 | |
CVS Caremark Corporation (CVS) | 1.0 | $8.8M | 109k | 80.46 | |
Parker-Hannifin Corporation (PH) | 1.0 | $8.8M | 55k | 159.82 | |
Stericycle (SRCL) | 1.0 | $8.4M | 111k | 76.32 | |
Gilead Sciences (GILD) | 1.0 | $8.4M | 119k | 70.78 | |
Automatic Data Processing (ADP) | 1.0 | $8.3M | 81k | 102.47 | |
3M Company (MMM) | 0.9 | $7.9M | 38k | 208.19 | |
Microsoft Corporation (MSFT) | 0.9 | $7.8M | 113k | 68.93 | |
Zebra Technologies (ZBRA) | 0.9 | $7.8M | 78k | 100.51 | |
Amazon (AMZN) | 0.9 | $7.8M | 8.0k | 968.00 | |
Schlumberger (SLB) | 0.9 | $7.7M | 117k | 65.84 | |
Stryker Corporation (SYK) | 0.9 | $7.6M | 55k | 138.78 | |
Quintiles Transnatio Hldgs I | 0.9 | $7.5M | 84k | 89.50 | |
AFLAC Incorporated (AFL) | 0.8 | $6.9M | 89k | 77.68 | |
Merck & Co (MRK) | 0.8 | $6.9M | 107k | 64.09 | |
Philip Morris International (PM) | 0.8 | $6.9M | 58k | 117.45 | |
Praxair | 0.8 | $6.9M | 52k | 132.56 | |
McCormick & Company, Incorporated (MKC) | 0.8 | $6.8M | 70k | 97.51 | |
Bankunited (BKU) | 0.8 | $6.8M | 201k | 33.71 | |
Abbvie (ABBV) | 0.8 | $6.8M | 94k | 72.51 | |
Dollar Tree (DLTR) | 0.8 | $6.7M | 96k | 69.92 | |
PowerShares QQQ Trust, Series 1 | 0.8 | $6.6M | 48k | 137.65 | |
Weyerhaeuser Company (WY) | 0.8 | $6.4M | 192k | 33.50 | |
Wabtec Corporation (WAB) | 0.8 | $6.4M | 70k | 91.50 | |
Alphabet Inc Class C cs (GOOG) | 0.7 | $6.2M | 6.8k | 908.77 | |
Nextera Energy (NEE) | 0.7 | $6.1M | 43k | 140.12 | |
McDonald's Corporation (MCD) | 0.7 | $5.9M | 39k | 153.15 | |
Straight Path Communic Cl B | 0.7 | $5.9M | 33k | 179.66 | |
Roper Industries (ROP) | 0.7 | $5.7M | 25k | 231.51 | |
LKQ Corporation (LKQ) | 0.7 | $5.6M | 169k | 32.95 | |
Air Lease Corp (AL) | 0.7 | $5.5M | 149k | 37.36 | |
Abbott Laboratories (ABT) | 0.6 | $5.3M | 110k | 48.61 | |
Altria (MO) | 0.6 | $5.0M | 67k | 74.47 | |
Danaher Corporation (DHR) | 0.6 | $5.0M | 59k | 84.40 | |
Visa (V) | 0.6 | $5.0M | 53k | 93.79 | |
Kinder Morgan (KMI) | 0.6 | $5.0M | 258k | 19.16 | |
Dentsply Sirona (XRAY) | 0.6 | $4.8M | 75k | 64.84 | |
Thor Industries (THO) | 0.5 | $4.5M | 43k | 104.52 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.5 | $4.3M | 104k | 41.39 | |
S&p Global (SPGI) | 0.5 | $4.3M | 29k | 145.98 | |
Pfizer (PFE) | 0.5 | $4.1M | 123k | 33.59 | |
Chevron Corporation (CVX) | 0.5 | $4.2M | 40k | 104.34 | |
Lincoln Electric Holdings (LECO) | 0.5 | $4.1M | 45k | 92.09 | |
Golar Lng (GLNG) | 0.5 | $4.2M | 188k | 22.25 | |
Te Connectivity Ltd for (TEL) | 0.5 | $4.2M | 53k | 78.67 | |
Coca-Cola Company (KO) | 0.5 | $4.1M | 90k | 44.85 | |
Colgate-Palmolive Company (CL) | 0.5 | $4.1M | 55k | 74.12 | |
Thermo Fisher Scientific (TMO) | 0.5 | $3.8M | 22k | 174.46 | |
International Business Machines (IBM) | 0.5 | $3.8M | 25k | 153.82 | |
JPMorgan Chase & Co. (JPM) | 0.4 | $3.7M | 41k | 91.40 | |
Lowe's Companies (LOW) | 0.4 | $3.5M | 45k | 77.54 | |
Raytheon Company | 0.4 | $3.5M | 21k | 161.46 | |
Clorox Company (CLX) | 0.4 | $3.5M | 26k | 133.24 | |
Cisco Systems (CSCO) | 0.4 | $3.4M | 109k | 31.30 | |
Intel Corporation (INTC) | 0.4 | $3.3M | 98k | 33.74 | |
RPM International (RPM) | 0.4 | $3.2M | 60k | 54.54 | |
Monsanto Company | 0.4 | $3.0M | 26k | 118.38 | |
Dominion Resources (D) | 0.4 | $3.0M | 40k | 76.64 | |
Sherwin-Williams Company (SHW) | 0.4 | $3.0M | 8.6k | 350.98 | |
Verizon Communications (VZ) | 0.4 | $3.0M | 68k | 44.66 | |
EOG Resources (EOG) | 0.4 | $3.0M | 33k | 90.51 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.4 | $3.1M | 61k | 50.03 | |
Home Depot (HD) | 0.3 | $2.9M | 19k | 153.41 | |
Newell Rubbermaid (NWL) | 0.3 | $3.0M | 56k | 53.62 | |
Walt Disney Company (DIS) | 0.3 | $2.8M | 27k | 106.25 | |
IDEXX Laboratories (IDXX) | 0.3 | $2.8M | 17k | 161.42 | |
E.I. du Pont de Nemours & Company | 0.3 | $2.6M | 33k | 80.72 | |
FedEx Corporation (FDX) | 0.3 | $2.6M | 12k | 217.36 | |
Air Products & Chemicals (APD) | 0.3 | $2.6M | 18k | 143.07 | |
Novartis (NVS) | 0.3 | $2.6M | 31k | 83.47 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.3 | $2.5M | 49k | 51.97 | |
Facebook Inc cl a (META) | 0.3 | $2.5M | 17k | 151.00 | |
Bristol Myers Squibb (BMY) | 0.3 | $2.5M | 44k | 55.73 | |
iShares Russell Microcap Index (IWC) | 0.3 | $2.3M | 26k | 88.91 | |
Norfolk Southern (NSC) | 0.3 | $2.3M | 19k | 121.69 | |
Corning Incorporated (GLW) | 0.3 | $2.2M | 73k | 30.05 | |
Akamai Technologies (AKAM) | 0.3 | $2.2M | 44k | 49.81 | |
Novo Nordisk A/S (NVO) | 0.3 | $2.2M | 51k | 42.89 | |
Neogen Corporation (NEOG) | 0.3 | $2.2M | 32k | 69.10 | |
Vanguard Extended Market ETF (VXF) | 0.3 | $2.2M | 22k | 102.28 | |
Alphabet Inc Class A cs (GOOGL) | 0.3 | $2.2M | 2.4k | 929.87 | |
American Express Company (AXP) | 0.2 | $2.2M | 26k | 84.24 | |
Northern Trust Corporation (NTRS) | 0.2 | $2.1M | 21k | 97.20 | |
Comcast Corporation (CMCSA) | 0.2 | $2.1M | 53k | 38.92 | |
At&t (T) | 0.2 | $2.1M | 55k | 37.73 | |
Becton, Dickinson and (BDX) | 0.2 | $2.1M | 11k | 195.09 | |
Amgen (AMGN) | 0.2 | $2.1M | 12k | 172.25 | |
Walgreen Boots Alliance (WBA) | 0.2 | $2.0M | 26k | 78.32 | |
United Technologies Corporation | 0.2 | $1.9M | 16k | 122.10 | |
Ss&c Technologies Holding (SSNC) | 0.2 | $1.9M | 51k | 38.41 | |
Illinois Tool Works (ITW) | 0.2 | $1.9M | 13k | 143.22 | |
Vanguard Europe Pacific ETF (VEA) | 0.2 | $1.9M | 45k | 41.31 | |
Diageo (DEO) | 0.2 | $1.8M | 15k | 119.85 | |
Mondelez Int (MDLZ) | 0.2 | $1.8M | 41k | 43.18 | |
International Flavors & Fragrances (IFF) | 0.2 | $1.6M | 12k | 135.00 | |
Kellogg Company (K) | 0.2 | $1.7M | 24k | 69.48 | |
Wells Fargo & Company (WFC) | 0.2 | $1.6M | 29k | 55.41 | |
Campbell Soup Company (CPB) | 0.2 | $1.6M | 30k | 52.14 | |
Qualcomm (QCOM) | 0.2 | $1.6M | 30k | 55.22 | |
Welltower Inc Com reit (WELL) | 0.2 | $1.6M | 21k | 74.86 | |
Hologic (HOLX) | 0.2 | $1.5M | 33k | 45.37 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $1.5M | 12k | 129.10 | |
Honeywell International (HON) | 0.2 | $1.5M | 12k | 133.33 | |
Hubbell (HUBB) | 0.2 | $1.5M | 13k | 113.21 | |
Chubb (CB) | 0.2 | $1.5M | 11k | 145.38 | |
C.R. Bard | 0.2 | $1.4M | 4.5k | 316.00 | |
Fiserv (FI) | 0.2 | $1.4M | 11k | 122.34 | |
iShares S&P MidCap 400 Index (IJH) | 0.2 | $1.4M | 8.1k | 173.91 | |
Vanguard REIT ETF (VNQ) | 0.2 | $1.4M | 17k | 83.22 | |
Anadarko Petroleum Corporation | 0.2 | $1.4M | 30k | 45.35 | |
Macquarie Infrastructure Company | 0.2 | $1.3M | 17k | 78.38 | |
Berkshire Hathaway (BRK.A) | 0.1 | $1.3M | 5.00 | 254600.00 | |
Keweenaw Land Assn (KEWL) | 0.1 | $1.3M | 12k | 105.04 | |
Allergan | 0.1 | $1.3M | 5.2k | 243.04 | |
Stanley Black & Decker (SWK) | 0.1 | $1.1M | 8.1k | 140.77 | |
Boston Scientific Corporation (BSX) | 0.1 | $1.2M | 44k | 27.72 | |
Ingersoll-rand Co Ltd-cl A | 0.1 | $1.2M | 13k | 91.42 | |
Cree | 0.1 | $1.2M | 49k | 24.65 | |
Vanguard Large-Cap ETF (VV) | 0.1 | $1.2M | 11k | 111.06 | |
Vanguard Total Stock Market ETF (VTI) | 0.1 | $1.2M | 9.4k | 124.42 | |
WisdomTree Emerging Mkts Small Cp Div (DGS) | 0.1 | $1.2M | 26k | 45.75 | |
Kraft Heinz (KHC) | 0.1 | $1.2M | 14k | 85.62 | |
Waste Management (WM) | 0.1 | $1.0M | 14k | 73.38 | |
Royal Dutch Shell | 0.1 | $992k | 19k | 53.20 | |
Target Corporation (TGT) | 0.1 | $1.0M | 20k | 52.29 | |
iShares Russell 2000 Index (IWM) | 0.1 | $991k | 7.0k | 140.93 | |
Fortive (FTV) | 0.1 | $986k | 16k | 63.33 | |
Genuine Parts Company (GPC) | 0.1 | $943k | 10k | 92.76 | |
Dun & Bradstreet Corporation | 0.1 | $911k | 8.4k | 108.16 | |
Alaska Air (ALK) | 0.1 | $891k | 9.9k | 89.77 | |
Eli Lilly & Co. (LLY) | 0.1 | $871k | 11k | 82.33 | |
iShares Russell 2000 Growth Index (IWO) | 0.1 | $861k | 5.1k | 168.82 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $858k | 9.3k | 92.72 | |
Starwood Property Trust (STWD) | 0.1 | $746k | 33k | 22.38 | |
Illumina (ILMN) | 0.1 | $773k | 4.5k | 173.55 | |
Seagate Technology Com Stk | 0.1 | $775k | 20k | 38.75 | |
PolyOne Corporation | 0.1 | $744k | 19k | 38.74 | |
ICU Medical, Incorporated (ICUI) | 0.1 | $776k | 4.5k | 172.44 | |
Nordic American Tanker Shippin (NAT) | 0.1 | $758k | 120k | 6.34 | |
SPDR S&P Dividend (SDY) | 0.1 | $749k | 8.4k | 88.85 | |
Medtronic (MDT) | 0.1 | $767k | 8.6k | 88.78 | |
Bank of New York Mellon Corporation (BK) | 0.1 | $707k | 14k | 51.05 | |
Lincoln National Corporation (LNC) | 0.1 | $694k | 10k | 67.54 | |
Travelers Companies (TRV) | 0.1 | $661k | 5.2k | 126.56 | |
Coherent | 0.1 | $711k | 3.2k | 224.86 | |
ConocoPhillips (COP) | 0.1 | $682k | 16k | 43.96 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.1 | $676k | 56k | 12.01 | |
Anheuser-Busch InBev NV (BUD) | 0.1 | $705k | 6.4k | 110.35 | |
Teradyne (TER) | 0.1 | $664k | 22k | 30.05 | |
iShares S&P 500 Growth Index (IVW) | 0.1 | $675k | 4.9k | 136.86 | |
iShares Russell Midcap Index Fund (IWR) | 0.1 | $667k | 3.5k | 192.05 | |
Wp Carey (WPC) | 0.1 | $634k | 9.6k | 65.97 | |
Time Warner | 0.1 | $602k | 6.0k | 100.33 | |
State Street Corporation (STT) | 0.1 | $585k | 6.5k | 89.79 | |
United Parcel Service (UPS) | 0.1 | $578k | 5.2k | 110.52 | |
Emerson Electric (EMR) | 0.1 | $567k | 9.5k | 59.65 | |
Analog Devices (ADI) | 0.1 | $567k | 7.3k | 77.81 | |
Allstate Corporation (ALL) | 0.1 | $558k | 6.3k | 88.46 | |
iShares S&P 500 Value Index (IVE) | 0.1 | $570k | 5.4k | 104.88 | |
Vanguard Mid-Cap ETF (VO) | 0.1 | $553k | 3.9k | 142.45 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.1 | $558k | 9.0k | 62.14 | |
PNC Financial Services (PNC) | 0.1 | $546k | 4.4k | 124.94 | |
Wal-Mart Stores (WMT) | 0.1 | $487k | 6.4k | 75.63 | |
Baxter International (BAX) | 0.1 | $490k | 8.1k | 60.49 | |
Jacobs Engineering | 0.1 | $496k | 9.1k | 54.36 | |
Accenture (ACN) | 0.1 | $548k | 4.4k | 123.73 | |
New York Times Company (NYT) | 0.1 | $549k | 31k | 17.71 | |
Skyworks Solutions (SWKS) | 0.1 | $482k | 5.0k | 95.92 | |
Vanguard Small-Cap ETF (VB) | 0.1 | $483k | 3.6k | 135.56 | |
Vanguard Consumer Discretionary ETF (VCR) | 0.1 | $479k | 3.4k | 141.93 | |
Vanguard Information Technology ETF (VGT) | 0.1 | $484k | 3.4k | 140.86 | |
Express Scripts Holding | 0.1 | $515k | 8.1k | 63.82 | |
Eversource Energy (ES) | 0.1 | $521k | 8.6k | 60.76 | |
Boeing Company (BA) | 0.1 | $449k | 2.3k | 197.80 | |
Yum! Brands (YUM) | 0.1 | $402k | 5.5k | 73.69 | |
priceline.com Incorporated | 0.1 | $436k | 233.00 | 1871.24 | |
Juniper Networks (JNPR) | 0.1 | $385k | 14k | 27.90 | |
UGI Corporation (UGI) | 0.1 | $428k | 8.9k | 48.36 | |
Church & Dwight (CHD) | 0.1 | $449k | 8.7k | 51.88 | |
Tesla Motors (TSLA) | 0.1 | $400k | 1.1k | 361.99 | |
iShares MSCI Australia Index Fund (EWA) | 0.1 | $382k | 18k | 21.68 | |
iShares Dow Jones US Technology (IYW) | 0.1 | $391k | 2.8k | 139.64 | |
Southern National Banc. of Virginia | 0.1 | $421k | 24k | 17.62 | |
Vantiv Inc Cl A | 0.1 | $426k | 6.7k | 63.30 | |
Allegion Plc equity (ALLE) | 0.1 | $448k | 5.5k | 81.06 | |
Cdk Global Inc equities | 0.1 | $434k | 7.0k | 62.12 | |
Steris | 0.1 | $434k | 5.3k | 81.50 | |
SYSCO Corporation (SYY) | 0.0 | $297k | 5.9k | 50.34 | |
Avery Dennison Corporation (AVY) | 0.0 | $326k | 3.7k | 88.25 | |
Dow Chemical Company | 0.0 | $310k | 4.9k | 63.14 | |
GlaxoSmithKline | 0.0 | $317k | 7.4k | 43.11 | |
Halliburton Company (HAL) | 0.0 | $374k | 8.8k | 42.74 | |
GATX Corporation (GATX) | 0.0 | $357k | 5.6k | 64.32 | |
Unilever (UL) | 0.0 | $365k | 6.7k | 54.15 | |
iShares MSCI ACWI Index Fund (ACWI) | 0.0 | $327k | 5.0k | 65.40 | |
Vanguard Health Care ETF (VHT) | 0.0 | $318k | 2.2k | 147.22 | |
Vanguard Consumer Staples ETF (VDC) | 0.0 | $340k | 2.4k | 141.08 | |
Vanguard Industrials ETF (VIS) | 0.0 | $298k | 2.3k | 128.45 | |
Vanguard Total World Stock Idx (VT) | 0.0 | $304k | 4.5k | 67.56 | |
Fortune Brands (FBIN) | 0.0 | $310k | 4.8k | 65.26 | |
Wec Energy Group (WEC) | 0.0 | $336k | 5.5k | 61.39 | |
Cognizant Technology Solutions (CTSH) | 0.0 | $232k | 3.5k | 66.32 | |
Blackstone | 0.0 | $222k | 6.7k | 33.28 | |
Costco Wholesale Corporation (COST) | 0.0 | $250k | 1.6k | 159.95 | |
Franklin Resources (BEN) | 0.0 | $229k | 5.1k | 44.77 | |
H&R Block (HRB) | 0.0 | $278k | 9.0k | 30.89 | |
Texas Instruments Incorporated (TXN) | 0.0 | $285k | 3.7k | 77.03 | |
UnitedHealth (UNH) | 0.0 | $287k | 1.6k | 185.16 | |
iShares S&P 500 Index (IVV) | 0.0 | $220k | 902.00 | 243.90 | |
BorgWarner (BWA) | 0.0 | $250k | 5.9k | 42.37 | |
Vanguard Financials ETF (VFH) | 0.0 | $291k | 4.7k | 62.51 | |
Nxp Semiconductors N V (NXPI) | 0.0 | $219k | 2.0k | 109.50 | |
iShares S&P NA Tech. Sec. Idx (IGM) | 0.0 | $289k | 2.0k | 144.50 | |
iShares FTSE Developed Small Cap ex-Nor (IEUS) | 0.0 | $229k | 4.4k | 52.05 | |
Cambridge Ban (CATC) | 0.0 | $235k | 3.5k | 67.24 | |
Vanguard Intl Equity Index F glb ex us etf (VNQI) | 0.0 | $277k | 4.9k | 56.24 | |
MasterCard Incorporated (MA) | 0.0 | $203k | 1.7k | 121.27 | |
Applied Materials (AMAT) | 0.0 | $207k | 5.0k | 41.40 | |
Science App Int'l (SAIC) | 0.0 | $207k | 3.0k | 69.35 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.0 | $208k | 618.00 | 336.57 | |
Fenix Outdoor International | 0.0 | $203k | 1.9k | 107.41 | |
Avon Products | 0.0 | $115k | 30k | 3.80 | |
Rite Aid Corporation | 0.0 | $66k | 23k | 2.93 | |
Fairmount Santrol Holdings | 0.0 | $62k | 16k | 3.88 | |
Navios Maritime Partners | 0.0 | $37k | 24k | 1.57 | |
Viaspace (VSPC) | 0.0 | $0 | 194k | 0.00 | |
Hypertension Diagnostics (HDII) | 0.0 | $0 | 36k | 0.00 | |
Catabasis Pharmaceuticals | 0.0 | $34k | 25k | 1.39 |