Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Boston Family Office

Latest statistics and disclosures from Boston Family Office's latest quarterly 13F-HR filing:

Top 5 stock holdings are MSFT, AAPL, AMZN, V, SPY, and represent 17.02% of Boston Family Office's stock portfolio.
Added to shares of these 10 stocks: IJH, PANW, NEE, EOG, TJX, VOO, MKC, IGM, WMT, TER.
Started 10 new stock positions in DXCM, CI, CDW, TRV, IWB, XLE, PLTR, VDE, SLB, TTD.
Reduced shares in these 10 stocks: LKQ, AMZN, MSFT, AAPL, DLTR, MMC, JPST, GOOG, TEL, PH.
Sold out of its positions in CWT, DOW, EEM, LKQ, NYT, stock.
Boston Family Office was a net seller of stock by $-11M.
Boston Family Office has $1.4B in assets under management (AUM), dropping by 4.49%.
Central Index Key (CIK): 0001039807

Tip: Access up to 7 years of quarterly data

Positions held by Boston Family Office consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Boston Family Office

Boston Family Office holds 264 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corporation (MSFT)	4.1	$57M	-3%	135k	420.72	View chart
Apple (AAPL)	4.1	$57M		329k	171.48	View chart
Amazon (AMZN)	3.3	$46M	-4%	252k	180.38	View chart
Visa Inc. Class A Com Cl A (V)	2.8	$39M		141k	279.08	View chart
SPDR S&P 500 ETF Trust Tr Unit (SPY)	2.8	$39M		74k	523.07	View chart
Iqvia Holdings (IQV)	2.5	$35M		137k	252.89	View chart
Ansys (ANSS)	2.4	$34M		97k	347.16	View chart
Union Pacific Corporation (UNP)	2.4	$33M		133k	245.93	View chart
Alphabet Inc. Class C Cap Stk Cl C (GOOG)	2.3	$32M	-2%	210k	152.26	View chart
salesforce (CRM)	2.0	$28M		91k	301.18	View chart
Aptar (ATR)	1.9	$27M		187k	143.89	View chart
Berkshire Hathaway Inc. Class B Cl B New (BRK.B)	1.9	$26M		62k	420.52	View chart
American Tower Reit (AMT)	1.8	$26M		129k	197.59	View chart
Zebra Technologies Corporation Class A Cl A (ZBRA)	1.7	$24M		81k	301.44	View chart
Rockwell Automation (ROK)	1.7	$24M		83k	291.33	View chart
Ecolab (ECL)	1.7	$24M		102k	230.90	View chart
Marsh & McLennan Companies (MMC)	1.6	$23M	-4%	110k	205.98	View chart
Thermo Fisher Scientific (TMO)	1.6	$22M		38k	581.21	View chart
Roper Industries (ROP)	1.6	$22M	-2%	39k	560.84	View chart
Stryker Corporation (SYK)	1.6	$22M		61k	357.87	View chart
S&p Global (SPGI)	1.6	$22M	+2%	51k	425.45	View chart
Air Products & Chemicals (APD)	1.5	$21M	+3%	87k	242.27	View chart
Adobe Systems Incorporated (ADBE)	1.3	$18M	+2%	36k	504.60	View chart
Automatic Data Processing (ADP)	1.3	$18M	-2%	72k	249.74	View chart
Chevron Corporation (CVX)	1.3	$18M		112k	157.74	View chart
Nextera Energy (NEE)	1.3	$18M	+9%	276k	63.91	View chart
Servicenow (NOW)	1.2	$17M		23k	762.41	View chart
NIKE, Inc. Class B CL B (NKE)	1.1	$15M		160k	93.98	View chart
IDEXX Laboratories (IDXX)	1.1	$15M		27k	539.95	View chart
Johnson & Johnson (JNJ)	1.0	$14M		90k	158.19	View chart
Abbvie (ABBV)	1.0	$14M	-2%	77k	182.10	View chart
Teradyne (TER)	0.9	$13M	+7%	112k	112.83	View chart
McCormick & Company Com Non Vtg (MKC)	0.9	$12M	+7%	161k	76.81	View chart
Eaton Corp SHS (ETN)	0.8	$11M		37k	312.69	View chart
Procter & Gamble Company (PG)	0.8	$11M		68k	162.25	View chart
Pepsi (PEP)	0.8	$11M		61k	175.02	View chart
Walt Disney Company (DIS)	0.8	$11M	+3%	87k	122.36	View chart
Palo Alto Networks (PANW)	0.8	$11M	+36%	37k	284.12	View chart
CVS Caremark Corporation (CVS)	0.8	$11M		131k	79.76	View chart
Xylem (XYL)	0.7	$10M	-2%	80k	129.23	View chart
Lincoln Electric Holdings (LECO)	0.7	$10M		39k	255.45	View chart
Abbott Laboratories (ABT)	0.7	$10M	-2%	88k	113.66	View chart
Nestle SA Reg Shs. Ser. B Spons (NSRGY)	0.7	$9.9M	-2%	93k	106.20	View chart
Costco Wholesale Corporation (COST)	0.7	$9.6M	-3%	13k	732.64	View chart
JPMorgan Chase & Co. (JPM)	0.7	$9.5M	-3%	47k	200.30	View chart
McDonald's Corporation (MCD)	0.7	$9.4M		33k	281.94	View chart
Danaher Corporation (DHR)	0.7	$9.4M		38k	249.73	View chart
EOG Resources (EOG)	0.7	$9.3M	+15%	73k	127.84	View chart
Sherwin-Williams Company (SHW)	0.7	$9.2M	-4%	27k	347.34	View chart
Vanguard Dividend Appreciation ETF Div App Etf (VIG)	0.6	$9.0M		49k	182.60	View chart
SPDR S&P Midcap 400 ETF Trust Utser1 S&pdcrp (MDY)	0.6	$9.0M	-3%	16k	556.39	View chart
Home Depot (HD)	0.6	$8.7M		23k	383.60	View chart
Vanguard Extended Market ETF Extend Mkt Etf (VXF)	0.6	$8.4M		48k	175.26	View chart
Vanguard Short-Term Corporate Bond ETF Shrt Trm Corp Bd (VCSH)	0.6	$8.3M		108k	77.31	View chart
Alphabet Inc. Class A Cap Stk Cl A (GOOGL)	0.6	$8.3M	-3%	55k	150.93	View chart
Invesco Variable Rate Preferred ETF Var Rate Pfd (VRP)	0.6	$7.7M	-5%	323k	23.77	View chart
TE Connectivity SHS (TEL)	0.5	$7.6M	-9%	52k	145.24	View chart
iShares Core S&P Small Cap ETF Core S&p Scp Etf (IJR)	0.5	$7.5M		68k	110.52	View chart
Vanguard Short-Term Inflation-Protected Securities ETF Strm Infproidx (VTIP)	0.5	$7.4M		155k	47.89	View chart
Vanguard Short-Term Bond ETF Short Trm Bond (BSV)	0.5	$7.2M	-8%	94k	76.67	View chart
JPMorgan Ultra-Short Income ETF Ultra Shrt Inc (JPST)	0.5	$7.1M	-10%	141k	50.45	View chart
Parker-Hannifin Corporation (PH)	0.5	$6.9M	-9%	12k	555.76	View chart
Merck & Co (MRK)	0.5	$6.8M		52k	131.94	View chart
Vanguard Total Stock Market ETF Total Stk Mkt (VTI)	0.4	$5.9M	+3%	23k	259.90	View chart
Novo Nordisk A/S Sponsored ADR Class B Adr (NVO)	0.4	$5.9M	-6%	46k	128.40	View chart
Lowe's Companies (LOW)	0.4	$5.8M		23k	254.73	View chart
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)	0.4	$5.8M	+18%	12k	480.72	View chart
iShares Core S&P 500 ETF Core S&p500 Etf (IVV)	0.4	$5.6M		11k	525.78	View chart
Hubbell (HUBB)	0.4	$4.9M	-2%	12k	415.07	View chart
Analog Devices (ADI)	0.3	$4.7M		24k	197.79	View chart
General Mills (GIS)	0.3	$4.7M	-6%	67k	69.97	View chart
NVIDIA Corporation (NVDA)	0.3	$4.6M	+8%	5.1k	903.47	View chart
Eli Lilly & Co. (LLY)	0.3	$4.3M	-6%	5.6k	777.88	View chart
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH)	0.3	$4.2M		73k	58.06	View chart
Invesco QQQ Trust Unit Ser 1 (QQQ)	0.3	$4.2M		9.4k	443.97	View chart
Waste Management (WM)	0.3	$3.8M	-2%	18k	213.15	View chart
RPM International (RPM)	0.3	$3.7M	-5%	31k	118.95	View chart
Comcast Corporation Class A Cl A (CMCSA)	0.3	$3.6M	+6%	84k	43.35	View chart
Verizon Communications (VZ)	0.3	$3.6M		86k	41.96	View chart
Clorox Company (CLX)	0.3	$3.6M		23k	153.11	View chart
VanEck Morningstar Wide Moat ETF Morningstar Wide (MOAT)	0.3	$3.6M	+17%	40k	89.91	View chart
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH)	0.3	$3.5M	+410%	58k	60.75	View chart
TJX Companies (TJX)	0.2	$3.5M	+52%	34k	101.42	View chart
Exxon Mobil Corporation (XOM)	0.2	$3.4M	-2%	29k	116.24	View chart
Trane Technologies SHS (TT)	0.2	$3.3M	-6%	11k	300.16	View chart
FedEx Corporation (FDX)	0.2	$3.3M		11k	289.72	View chart
Norfolk Southern (NSC)	0.2	$3.2M		13k	254.89	View chart
Illinois Tool Works (ITW)	0.2	$3.2M		12k	268.30	View chart
Vanguard Intermediate-Term Bond ETF Intermed Term (BIV)	0.2	$3.2M	+31%	42k	75.40	View chart
Qualcomm (QCOM)	0.2	$3.1M	-6%	19k	169.32	View chart
Vanguard FTSE Developed Markets ETF Ftse Dev Mkt Etf (VEA)	0.2	$3.1M		61k	50.18	View chart
Coca-Cola Company (KO)	0.2	$2.9M		48k	61.17	View chart
American Express Company (AXP)	0.2	$2.6M	-14%	12k	227.72	View chart
Vanguard Large-Cap ETF Large Cap Etf (VV)	0.2	$2.6M		11k	239.74	View chart
iShares iBonds Treasury 2024 Ibonds 24 Trm Ts (IBTE)	0.2	$2.6M	-2%	108k	23.94	View chart
Medtronic SHS (MDT)	0.2	$2.5M		29k	87.16	View chart
Target Corporation (TGT)	0.2	$2.5M	-3%	14k	177.21	View chart
Becton, Dickinson and (BDX)	0.2	$2.5M	-2%	9.9k	247.43	View chart
Amgen (AMGN)	0.2	$2.4M		8.5k	284.36	View chart
Vanguard FTSE All-World ex-US ETF Allwrld Ex Us (VEU)	0.2	$2.4M	-2%	41k	58.65	View chart
Welltower Inc Com reit (WELL)	0.2	$2.4M	-3%	26k	93.46	View chart
UnitedHealth (UNH)	0.2	$2.4M	+24%	4.8k	494.68	View chart
Oracle Corporation (ORCL)	0.2	$2.3M	-6%	19k	125.59	View chart
Synopsys (SNPS)	0.2	$2.3M		4.0k	571.43	View chart
Vanguard Total International Stock ETF Vg Tl Intl Stk F (VXUS)	0.2	$2.3M	-2%	38k	60.29	View chart
iShares iBonds Treasury 2025 Ibonds 25 Trm Ts (IBTF)	0.2	$2.2M		96k	23.23	View chart
iShares S&P 500 Growth ETF S&p 500 Grwt Etf (IVW)	0.2	$2.1M		25k	84.46	View chart
Mondelez International, Inc. Class A Cl A (MDLZ)	0.1	$2.0M	-7%	29k	69.99	View chart
Dollar Tree (DLTR)	0.1	$2.0M	-34%	15k	133.18	View chart
iShares Floating Rate Bond ETF Fltg Rate Nt Etf (FLOT)	0.1	$2.0M	-6%	40k	51.05	View chart
Diageo Spon Adr New (DEO)	0.1	$1.9M		13k	148.76	View chart
iShares Russell Midcap ETF Rus Mid Cap Etf (IWR)	0.1	$1.9M	-4%	23k	84.10	View chart
Berkshire Hathaway Inc. Class A Cl A (BRK.A)	0.1	$1.9M		3.00	634333.33	View chart
Pfizer (PFE)	0.1	$1.9M		68k	27.75	View chart
Intel Corporation (INTC)	0.1	$1.9M		43k	44.17	View chart
AFLAC Incorporated (AFL)	0.1	$1.9M		22k	85.88	View chart
C.H. Robinson Worldwide Com New (CHRW)	0.1	$1.9M		25k	76.13	View chart
Caterpillar (CAT)	0.1	$1.8M		4.9k	366.32	View chart
iShares iBonds Treasury 2026 Ibonds 26 Trm Ts (IBTG)	0.1	$1.7M	+4%	77k	22.71	View chart
Tyler Technologies (TYL)	0.1	$1.7M		4.0k	425.06	View chart
iShares Treasury Floating Rate Bond ETF TRS FLT RT BD (TFLO)	0.1	$1.6M	-15%	32k	50.69	View chart
Seagate Technology Holdings SHS (STX)	0.1	$1.6M		17k	93.06	View chart
Vanguard Total Bond Market ETF Total Bnd Mrkt (BND)	0.1	$1.6M		22k	72.62	View chart
Vanguard Real Estate ETF Real Estate Etf (VNQ)	0.1	$1.5M		18k	86.49	View chart
Solaredge Technologies (SEDG)	0.1	$1.5M	-12%	22k	70.98	View chart
Vanguard Mid-Cap ETF Mid Cap Etf (VO)	0.1	$1.5M		6.1k	249.92	View chart
Hologic (HOLX)	0.1	$1.5M		19k	77.95	View chart
Weyerhaeuser Company Com New (WY)	0.1	$1.5M		41k	35.92	View chart
Neogen Corporation (NEOG)	0.1	$1.4M	-6%	92k	15.78	View chart
iShares U.S. Technology ETF U.s. Tech Etf (IYW)	0.1	$1.4M		10k	135.05	View chart
iShares Russell 2000 ETF Russell 2000 Etf (IWM)	0.1	$1.3M		6.4k	210.31	View chart
Bristol Myers Squibb (BMY)	0.1	$1.3M	-8%	24k	54.22	View chart
3M Company (MMM)	0.1	$1.3M		12k	106.04	View chart
Corning Incorporated (GLW)	0.1	$1.3M		39k	32.97	View chart
Wal-Mart Stores (WMT)	0.1	$1.3M	+197%	21k	60.15	View chart
Gilead Sciences (GILD)	0.1	$1.3M		17k	73.26	View chart
Accenture Plc Class A Shs Class A (ACN)	0.1	$1.3M	-10%	3.6k	346.75	View chart
Novartis Sponsored Adr (NVS)	0.1	$1.3M		13k	96.71	View chart
iShares Russell 2000 Growth ETF Rus 2000 Grw Etf (IWO)	0.1	$1.2M		4.6k	270.75	View chart
Honeywell International (HON)	0.1	$1.2M		6.1k	205.25	View chart
Starwood Property Trust (STWD)	0.1	$1.2M	+3%	59k	20.34	View chart
Diamondback Energy (FANG)	0.1	$1.2M		6.0k	198.17	View chart
ConocoPhillips (COP)	0.1	$1.2M		9.2k	127.27	View chart
Amphenol Corporation Cl A (APH)	0.1	$1.2M		10k	115.40	View chart
Cisco Systems (CSCO)	0.1	$1.1M	-16%	23k	49.92	View chart
Ingersoll Rand (IR)	0.1	$1.1M		11k	94.93	View chart
Emerson Electric (EMR)	0.1	$1.1M		9.5k	113.40	View chart
iShares Expanded Tech Sector ETF Expnd Tec Sc Etf (IGM)	0.1	$1.1M	+500%	12k	86.15	View chart
iShares S&P 500 Value ETF S&p 500 Val Etf (IVE)	0.1	$1.1M		5.6k	186.79	View chart
Philip Morris International (PM)	0.1	$1.1M	-13%	12k	91.58	View chart
Steris Shs Usd (STE)	0.1	$1.0M		4.6k	224.89	View chart
Illumina (ILMN)	0.1	$1.0M	+56%	7.5k	137.26	View chart
Kimberly-Clark Corporation (KMB)	0.1	$1.0M		7.8k	129.38	View chart
Applied Materials (AMAT)	0.1	$948k		4.6k	206.27	View chart
Kellogg Company (K)	0.1	$928k		16k	57.31	View chart
Intuit (INTU)	0.1	$919k	-14%	1.4k	649.93	View chart
iShares S&P Mid-Cap 400 Value ETF S&p Mc 400vl Etf (IJJ)	0.1	$830k	-19%	7.0k	118.25	View chart
GATX Corporation (GATX)	0.1	$830k	+3%	6.2k	134.00	View chart
Nextnav Common Stock (NN)	0.1	$823k	+25%	125k	6.58	View chart
Meta Platforms Cl A (META)	0.1	$811k		1.7k	485.63	View chart
Starbucks Corporation (SBUX)	0.1	$795k		8.7k	91.35	View chart
Bank of New York Mellon Corporation (BK)	0.1	$793k		14k	57.63	View chart
International Business Machines (IBM)	0.1	$791k	+36%	4.1k	190.97	View chart
Raytheon Technologies Corp (RTX)	0.1	$769k	-4%	7.9k	97.55	View chart
Microchip Technology (MCHP)	0.1	$757k	-3%	8.4k	89.71	View chart
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO)	0.0	$678k	-44%	16k	41.75	View chart
Fiserv (FI)	0.0	$675k		4.2k	159.76	View chart
Avery Dennison Corporation (AVY)	0.0	$670k		3.0k	223.33	View chart
Lennar Corporation Class A Cl A (LEN)	0.0	$667k		3.9k	172.00	View chart
Vanguard Intermediate-Term Treasury ETF Inter Term Treas (VGIT)	0.0	$665k	-6%	11k	58.55	View chart
Crispr Therapeutics Namen Akt (CRSP)	0.0	$651k		9.6k	68.17	View chart
Mastercard Incorporated Class A Cl A (MA)	0.0	$650k	-18%	1.4k	481.48	View chart
American Water Works (AWK)	0.0	$640k	+3%	5.2k	122.18	View chart
Cheniere Energy Com New (LNG)	0.0	$633k		3.9k	161.27	View chart
Colgate-Palmolive Company (CL)	0.0	$591k		6.6k	90.09	View chart
WisdomTree Emerging Markets SmallCap Dividend Fund Emg Mkts Smcap (DGS)	0.0	$589k	-52%	12k	50.82	View chart
Boston Scientific Corporation (BSX)	0.0	$585k	-5%	8.5k	68.47	View chart
Allegion Ord Shs (ALLE)	0.0	$585k		4.3k	134.61	View chart
Vanguard High Dividend Yield Index ETF High Div Yld (VYM)	0.0	$584k		4.8k	120.91	View chart
Altria (MO)	0.0	$576k	-15%	13k	43.58	View chart
Palantir Technologies Cl A (PLTR)	0.0	$575k	NEW	25k	23.00	View chart
Shell Spon Ads (SHEL)	0.0	$570k		8.5k	67.04	View chart
PNC Financial Services (PNC)	0.0	$566k		3.5k	161.71	View chart
Middleby Corporation (MIDD)	0.0	$564k	-2%	3.5k	160.87	View chart
United Parcel Service, Inc. Class B CL B (UPS)	0.0	$562k	-15%	3.8k	148.72	View chart
Dover Corporation (DOV)	0.0	$557k		3.1k	177.33	View chart
Church & Dwight (CHD)	0.0	$554k		5.3k	104.39	View chart
Wolfspeed (WOLF)	0.0	$535k		18k	29.51	View chart
Skyworks Solutions (SWKS)	0.0	$534k		4.9k	108.32	View chart
Fastenal Company (FAST)	0.0	$528k		6.9k	77.08	View chart
Kinder Morgan (KMI)	0.0	$527k	+4%	29k	18.33	View chart
Abb Sponsored Adr (ABBNY)	0.0	$515k		11k	46.40	View chart
JPMorgan Ultra-Short Municipal Income ETF Ultra Sht Muncpl (JMST)	0.0	$492k	-7%	9.7k	50.78	View chart
iShares 1-5 Year Investment Grade Corporate Bond ETF Ishs 1-5yr Invs (IGSB)	0.0	$479k		9.3k	51.32	View chart
Estee Lauder Companies Inc. Class A Cl A (EL)	0.0	$477k	-6%	3.1k	154.22	View chart
SYSCO Corporation (SYY)	0.0	$472k		5.8k	81.21	View chart
iShares S&P Small-Cap 600 Value ETF Sp Smcp600vl Etf (IJS)	0.0	$471k	-12%	4.6k	102.75	View chart
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)	0.0	$446k		1.3k	337.37	View chart
CrowdStrike Holdings, Inc. Class A Cl A (CRWD)	0.0	$443k		1.4k	320.32	View chart
H&R Block	0.0	$442k		9.0k	49.11	View chart
Veralto Corp-W/I Com Shs (VLTO)	0.0	$432k	-16%	4.9k	88.65	View chart
Wec Energy Group (WEC)	0.0	$431k		5.3k	82.08	View chart
SPDR S&P Dividend ETF S&p Divid Etf (SDY)	0.0	$429k	-5%	3.3k	131.23	View chart
Cambridge Ban (CATC)	0.0	$424k	-26%	6.2k	68.20	View chart
Vanguard Long-Term Bond ETF Long Term Bond (BLV)	0.0	$414k		5.7k	72.29	View chart
Linde SHS (LIN)	0.0	$397k		855.00	464.33	View chart
iShares Gold Trust Ishares New (IAU)	0.0	$390k		9.3k	42.05	View chart
Zimmer Holdings (ZBH)	0.0	$380k		2.9k	131.81	View chart
Texas Instruments Incorporated (TXN)	0.0	$375k	-31%	2.2k	174.42	View chart
Fortive (FTV)	0.0	$367k		4.3k	86.09	View chart
Northern Trust Corporation (NTRS)	0.0	$364k	-17%	4.1k	88.85	View chart
Blackstone Group Inc. Class A Com Cl A (BX)	0.0	$359k		2.7k	131.41	View chart
Science App Int'l (SAIC)	0.0	$357k		2.7k	130.53	View chart
Baxter International	0.0	$355k		8.3k	42.77	View chart
Generac Holdings (GNRC)	0.0	$339k	-58%	2.7k	126.12	View chart
Deere & Company (DE)	0.0	$339k		825.00	410.91	View chart
At&t (T)	0.0	$331k		19k	17.62	View chart
Johnson Controls International Plc equity (JCI)	0.0	$327k		5.0k	65.41	View chart
GE Aerospace Com New (GE)	0.0	$318k		1.8k	175.50	View chart
Copart (CPRT)	0.0	$316k		5.5k	57.83	View chart
Cigna Corp (CI)	0.0	$302k	NEW	831.00	363.42	View chart
Duolingo, Inc. Class A Cl A Com (DUOL)	0.0	$295k		1.3k	220.81	View chart
iShares Short-Term National Muni Bond ETF Shrt Nat Mun Etf (SUB)	0.0	$294k	-3%	2.8k	104.74	View chart
iShares Micro-Cap ETF Micro-cap Etf (IWC)	0.0	$292k		2.4k	121.01	View chart
Flextronics Int'l Ord (FLEX)	0.0	$292k	-25%	10k	28.58	View chart
Alcon Ord Shs (ALC)	0.0	$284k	-11%	3.4k	83.28	View chart
VanEck Morningstar International Moat ETF Morningstar Intl (MOTI)	0.0	$283k	-13%	9.1k	31.15	View chart
Yum China Holdings (YUMC)	0.0	$277k	+4%	7.0k	39.73	View chart
Ferrari Nv Ord (RACE)	0.0	$276k	-4%	632.00	436.71	View chart
Taiwan Semiconductor MFG. Sponsored Ads (TSM)	0.0	$272k		2.0k	136.00	View chart
Invesco S&P 500 Low Volatility ETF S&p500 Low Vol (SPLV)	0.0	$271k		4.1k	65.82	View chart
Trimble Navigation (TRMB)	0.0	$262k		4.1k	64.29	View chart
Waters Corporation (WAT)	0.0	$260k	-4%	756.00	343.92	View chart
iShares Core S&P Total U.S. Stock Market ETF Core S&p Ttl Stk (ITOT)	0.0	$259k		2.3k	115.11	View chart
Paypal Holdings (PYPL)	0.0	$257k		3.8k	66.89	View chart
SPDR Bloomberg Barclays Convertible Securities ETF Blmbrg Brc Convrt (CWB)	0.0	$256k		3.5k	72.93	View chart
Moderna (MRNA)	0.0	$250k	+15%	2.3k	106.70	View chart
Sprott Physical Gold and Silver Trust Tr Unit (CEF)	0.0	$245k		12k	20.32	View chart
VanEck Vectors Short Muni ETF Vaneck Shrt Muni (SMB)	0.0	$237k	-7%	14k	17.06	View chart
Vanguard Energy ETF Energy Etf (VDE)	0.0	$232k	NEW	1.8k	131.89	View chart
Nxp Semiconductors N V (NXPI)	0.0	$230k		930.00	247.31	View chart
Constellation Brands, Inc. Class A Cl A (STZ)	0.0	$229k	-3%	844.00	271.33	View chart
Cognizant Technology Solutions Corporation Class A Cl A (CTSH)	0.0	$229k		3.1k	73.40	View chart
Canadian Pacific Kansas City (CP)	0.0	$228k		2.6k	88.10	View chart
Energy Select Sector SPDR Fund Energy (XLE)	0.0	$225k	NEW	2.4k	94.42	View chart
Wells Fargo & Company (WFC)	0.0	$214k	-21%	3.7k	57.87	View chart
Antero Midstream Corp antero midstream (AM)	0.0	$211k		15k	14.07	View chart
Trade Desk, Inc. Class A Com Cl A (TTD)	0.0	$210k	NEW	2.4k	87.50	View chart
Dominion Resources (D)	0.0	$210k		4.3k	49.12	View chart
U.S. Bancorp Com New (USB)	0.0	$209k	-31%	4.7k	44.73	View chart
iShares Russell 1000 ETF Rus 1000 Etf (IWB)	0.0	$209k	NEW	725.00	288.28	View chart
Travelers Companies (TRV)	0.0	$207k	NEW	900.00	230.00	View chart
Cdw (CDW)	0.0	$205k	NEW	800.00	256.25	View chart
Unilever Spon Adr New (UL)	0.0	$205k	-18%	4.1k	50.12	View chart
Stanley Black & Decker (SWK)	0.0	$204k		2.1k	97.94	View chart
Dex (DXCM)	0.0	$203k	NEW	1.5k	138.85	View chart
Schlumberger NV Com Stk (SLB)	0.0	$202k	NEW	3.7k	54.85	View chart
Vanguard Intermediate-Term Corporate Bond ETF Int-term Corp (VCIT)	0.0	$202k		2.5k	80.32	View chart
Primis Financial Corp (FRST)	0.0	$179k	-3%	15k	12.16	View chart
Globalstar (GSAT)	0.0	$162k		110k	1.47	View chart
Relay Therapeutics (RLAY)	0.0	$103k		12k	8.31	View chart
Cyteir Therapeutics	0.0	$73k		24k	3.02	View chart
Ginkgo Bioworks Cl A Shs (DNA)	0.0	$26k		23k	1.16	View chart
Viewray (VRAYQ)	0.0	$0		10k	0.00	View chart

Past Filings by Boston Family Office

SEC 13F filings are viewable for Boston Family Office going back to 2011

Boston Family Office 2024 Q1 filed May 13, 2024
Boston Family Office 2023 Q4 filed Feb. 12, 2024
Boston Family Office 2023 Q3 filed Nov. 13, 2023
Boston Family Office 2023 Q2 filed Aug. 14, 2023
Boston Family Office 2023 Q1 filed May 10, 2023
Boston Family Office 2022 Q4 filed Feb. 7, 2023
Boston Family Office 2022 Q3 filed Nov. 8, 2022
Boston Family Office 2022 Q2 filed Aug. 11, 2022
Boston Family Office 2022 Q1 filed May 11, 2022
Boston Family Office 2021 Q4 filed Feb. 14, 2022
Boston Family Office 2021 Q3 filed Nov. 15, 2021
Boston Family Office 2021 Q2 filed Aug. 12, 2021
Boston Family Office 2021 Q1 filed May 7, 2021
Boston Family Office 2020 Q4 filed Feb. 16, 2021
Boston Family Office 2020 Q3 filed Nov. 10, 2020
Boston Family Office 2020 Q2 filed Aug. 6, 2020

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z