Boston Family Office

Boston Family Office as of Dec. 31, 2020

Portfolio Holdings for Boston Family Office

Boston Family Office holds 258 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.8 $63M 473k 132.69
Amazon (AMZN) 3.1 $40M 12k 3257.05
Ansys (ANSS) 2.8 $36M 99k 363.80
Microsoft Corporation (MSFT) 2.6 $34M 151k 222.41
Zebra Technologies Cl A (ZBRA) 2.5 $32M 84k 384.32
Marsh & McLennan Companies (MMC) 2.5 $32M 276k 117.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.2 $29M 78k 373.87
Union Pacific Corporation (UNP) 2.2 $29M 139k 208.22
Visa Com Cl A (V) 2.0 $26M 119k 218.72
Nike CL B (NKE) 1.9 $25M 178k 141.47
American Tower Reit (AMT) 1.9 $24M 107k 224.45
Ecolab (ECL) 1.8 $24M 109k 216.36
Iqvia Holdings (IQV) 1.7 $23M 127k 179.16
First Republic Bank/san F (FRCB) 1.7 $22M 151k 146.92
Vanguard Short-Term Bond ETF Short Trm Bond (BSV) 1.6 $21M 254k 82.90
Rockwell Automation (ROK) 1.6 $20M 81k 250.80
Aptar (ATR) 1.5 $19M 141k 136.89
Vanguard Short-Term Government Bond ETF Short Term Treas (VGSH) 1.4 $18M 294k 61.60
Thermo Fisher Scientific (TMO) 1.3 $18M 38k 465.74
Air Products & Chemicals (APD) 1.3 $17M 60k 273.21
Automatic Data Processing (ADP) 1.3 $16M 93k 176.20
Johnson & Johnson (JNJ) 1.2 $16M 103k 157.38
Alphabet Inc CL C Cap Stk Cl C (GOOG) 1.2 $16M 9.2k 1751.90
Berkshire Hathaway Inc CL B Cl B New (BRK.B) 1.2 $15M 66k 231.87
Stryker Corporation (SYK) 1.2 $15M 62k 245.02
SPDR S&P Midcap 400 Utser1 S&pdcrp (MDY) 1.1 $15M 35k 419.92
Roper Industries (ROP) 1.1 $15M 34k 431.01
Vanguard FTSE Emerging MKTS ETF Ftse Emr Mkt Etf (VWO) 1.1 $15M 288k 50.11
Nextera Energy (NEE) 1.1 $14M 187k 77.14
McCormick & Co Com Non Vtg (MKC) 1.1 $14M 149k 95.59
Vanguard Short-Term Corporate Bond ETF Shrt Trm Corp Bd (VCSH) 1.1 $14M 166k 83.25
salesforce (CRM) 1.0 $13M 59k 222.54
iShares Core S&P Small-Cap ETF Core S&p Scp Etf (IJR) 1.0 $13M 143k 91.90
Procter & Gamble Company (PG) 1.0 $13M 94k 139.13
T E Connectivity Reg Shs (TEL) 1.0 $13M 107k 121.07
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 1.0 $13M 110k 117.81
IDEXX Laboratories (IDXX) 0.9 $12M 24k 499.85
Abbott Laboratories (ABT) 0.9 $11M 104k 109.49
Adobe Systems Incorporated (ADBE) 0.9 $11M 23k 500.11
CVS Caremark Corporation (CVS) 0.9 $11M 162k 68.30
Solaredge Technologies (SEDG) 0.8 $11M 35k 319.12
Invesco QQQ TR Unit Unit Ser 1 (QQQ) 0.8 $11M 35k 313.74
Pepsi (PEP) 0.8 $11M 73k 148.30
Danaher Corporation (DHR) 0.8 $11M 47k 222.13
iShares Floating Rate ETF Fltg Rate Nt Etf (FLOT) 0.8 $9.9M 195k 50.72
Dollar Tree (DLTR) 0.7 $9.7M 90k 108.04
Abbvie (ABBV) 0.7 $9.7M 90k 107.15
General Mills (GIS) 0.7 $9.2M 156k 58.80
S&p Global (SPGI) 0.7 $9.0M 27k 328.73
Verizon Communications (VZ) 0.7 $8.7M 148k 58.75
SPDR Ser TR S&p Biotech (XBI) 0.7 $8.7M 62k 140.78
Invesco Variable Rate PFD ETF Var Rate Pfd (VRP) 0.7 $8.5M 328k 25.95
JPMorgan Chase & Co. (JPM) 0.6 $8.1M 64k 127.06
McDonald's Corporation (MCD) 0.6 $8.0M 37k 214.58
Vanguard Short-Term Inflation Protected Index ETF Strm Infproidx (VTIP) 0.6 $7.9M 154k 51.10
Merck & Co (MRK) 0.5 $6.5M 79k 81.80
Becton, Dickinson and (BDX) 0.5 $6.4M 26k 250.22
Sherwin-Williams Company (SHW) 0.5 $6.4M 8.7k 734.79
Home Depot (HD) 0.5 $6.1M 23k 265.60
Xylem (XYL) 0.5 $6.0M 59k 101.80
Chevron Corporation (CVX) 0.4 $5.6M 66k 84.45
iShares MSCI Emerging Markets Index Fund Msci Emg Mkt Etf (EEM) 0.4 $5.4M 105k 51.67
Vanguard Total Bond Market ETF Total Bnd Mrkt (BND) 0.4 $5.3M 65k 81.36
Vanguard Total US Stock Mkt ETF Total Stk Mkt (VTI) 0.4 $5.2M 27k 194.65
3M Company (MMM) 0.4 $5.2M 30k 174.78
Neogen Corporation (NEOG) 0.4 $5.2M 65k 79.31
Lowe's Companies (LOW) 0.4 $5.1M 32k 160.50
Lincoln Electric Holdings (LECO) 0.4 $5.0M 43k 116.26
Clorox Company (CLX) 0.4 $4.9M 24k 201.93
RPM International (RPM) 0.4 $4.8M 53k 90.77
LKQ Corporation (LKQ) 0.4 $4.8M 135k 35.24
AFLAC Incorporated (AFL) 0.4 $4.7M 105k 44.47
Waste Management (WM) 0.3 $4.5M 38k 117.92
Servicenow (NOW) 0.3 $4.4M 8.0k 550.41
Alphabet Inc CL A Cap Stk Cl A (GOOGL) 0.3 $4.4M 2.5k 1752.51
Walt Disney Company (DIS) 0.3 $4.3M 24k 181.17
Norfolk Southern (NSC) 0.3 $4.3M 18k 237.62
Parker-Hannifin Corporation (PH) 0.3 $4.3M 16k 272.41
Comcast Corp Cl A (CMCSA) 0.3 $4.2M 80k 52.40
Coca-Cola Company (KO) 0.3 $3.8M 69k 54.83
Intel Corporation (INTC) 0.3 $3.7M 75k 49.81
Stericycle (SRCL) 0.3 $3.7M 54k 69.34
Vanguard Dividend Apprec ETF Div App Etf (VIG) 0.3 $3.7M 26k 141.15
Vanguard Extd MKT ETF Extend Mkt Etf (VXF) 0.3 $3.6M 22k 164.70
Vanguard FTSE Developed MKT ETF Ftse Dev Mkt Etf (VEA) 0.3 $3.4M 72k 47.21
Qualcomm (QCOM) 0.3 $3.3M 22k 152.33
Vanguard FTSE All-World Ex-US Allwrld Ex Us (VEU) 0.3 $3.3M 56k 58.36
Cisco Systems (CSCO) 0.2 $3.1M 70k 44.75
Dominion Resources (D) 0.2 $3.1M 42k 75.20
Middleby Corporation (MIDD) 0.2 $3.1M 24k 128.92
Golar LNG SHS (GLNG) 0.2 $3.1M 320k 9.64
Pfizer (PFE) 0.2 $3.0M 83k 36.81
Vanguard Total Intl Stock Index ETF Vg Tl Intl Stk F (VXUS) 0.2 $3.0M 49k 60.15
International Flavors & Fragrances (IFF) 0.2 $2.9M 27k 108.83
FedEx Corporation (FDX) 0.2 $2.9M 11k 259.59
Colgate-Palmolive Company (CL) 0.2 $2.8M 33k 85.50
Target Corporation (TGT) 0.2 $2.8M 16k 176.50
Costco Wholesale Corporation (COST) 0.2 $2.8M 7.4k 376.75
Vanguard Inter Term Treas ETF Inter Term Treas (VGIT) 0.2 $2.7M 39k 69.41
Novo Nordisk A/S Adr (NVO) 0.2 $2.7M 39k 69.84
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH) 0.2 $2.6M 11k 229.83
Bristol Myers Squibb (BMY) 0.2 $2.5M 40k 62.03
Illinois Tool Works (ITW) 0.2 $2.5M 12k 203.86
Paypal Holdings (PYPL) 0.2 $2.4M 10k 234.19
Amgen (AMGN) 0.2 $2.4M 10k 229.88
Mondelez Intl Cl A (MDLZ) 0.2 $2.4M 41k 58.46
iShares Core S&P Core S&p500 Etf (IVV) 0.2 $2.3M 6.2k 375.40
Philip Morris International (PM) 0.2 $2.3M 27k 82.80
Analog Devices (ADI) 0.2 $2.0M 13k 147.70
Hubbell (HUBB) 0.2 $2.0M 13k 156.80
Cree 0.2 $2.0M 19k 105.92
Trane Technologies SHS (TT) 0.2 $2.0M 14k 145.18
Gilead Sciences (GILD) 0.1 $1.9M 33k 58.27
Alcon Ord Shs (ALC) 0.1 $1.9M 29k 65.99
American Express Company (AXP) 0.1 $1.9M 16k 120.92
Exxon Mobil Corporation (XOM) 0.1 $1.9M 46k 41.22
Diageo ADR Each Repr Spon Adr New (DEO) 0.1 $1.8M 11k 158.79
EOG Resources (EOG) 0.1 $1.8M 36k 49.86
Weyerhaeuser Com New (WY) 0.1 $1.7M 52k 33.53
Novartis Sponsored Adr (NVS) 0.1 $1.7M 18k 94.41
Ss&c Technologies Holding (SSNC) 0.1 $1.7M 24k 72.74
Oracle Corporation (ORCL) 0.1 $1.7M 26k 64.71
Square Cl A (SQ) 0.1 $1.7M 7.7k 217.71
Hologic (HOLX) 0.1 $1.7M 23k 72.83
Illumina (ILMN) 0.1 $1.6M 4.5k 370.06
iShares Russell 2000 Index Fund Russell 2000 Etf (IWM) 0.1 $1.6M 8.3k 196.06
Teradyne (TER) 0.1 $1.6M 14k 119.93
Eli Lilly & Co. (LLY) 0.1 $1.6M 9.6k 168.87
Vanguard Large-Cap Vipers Large Cap Etf (VV) 0.1 $1.6M 9.0k 175.75
Crispr Therapeutics Namen Akt (CRSP) 0.1 $1.6M 10k 153.11
Thor Industries (THO) 0.1 $1.6M 17k 92.99
Altria (MO) 0.1 $1.5M 38k 41.00
Tyler Technologies (TYL) 0.1 $1.5M 3.5k 435.84
Corning Incorporated (GLW) 0.1 $1.5M 42k 36.00
Welltower Inc Com reit (WELL) 0.1 $1.4M 22k 64.62
Vaneck Morningstar Wide Moat ETF Morningstar Wide (MOAT) 0.1 $1.4M 23k 62.00
iShares Russell Midcap Index Fund Rus Mid Cap Etf (IWR) 0.1 $1.4M 21k 68.55
Honeywell International (HON) 0.1 $1.4M 6.5k 212.67
Raytheon Technologies Corp (RTX) 0.1 $1.4M 19k 71.52
Seagate Technology SHS 0.1 $1.3M 21k 62.14
Kimberly-Clark Corporation (KMB) 0.1 $1.3M 9.7k 134.87
iShares Russell Rus 2000 Grw Etf (IWO) 0.1 $1.3M 4.5k 286.75
stock 0.1 $1.3M 7.6k 169.94
iShares S&P 500/Barra GRTH Index S&p 500 Grwt Etf (IVW) 0.1 $1.3M 20k 63.82
Kellogg Company (K) 0.1 $1.2M 20k 62.22
Dentsply Sirona (XRAY) 0.1 $1.2M 23k 52.38
International Business Machines (IBM) 0.1 $1.2M 9.6k 125.89
Teladoc (TDOC) 0.1 $1.2M 5.9k 200.00
Wisdomtree TR Emg Mkts Smcap (DGS) 0.1 $1.2M 24k 47.71
Vanguard Real Estate ETF Real Estate Etf (VNQ) 0.1 $1.1M 13k 84.92
Facebook Inc-Class A Cl A (META) 0.1 $1.1M 4.1k 273.23
Accenture Shs Class A (ACN) 0.1 $1.1M 4.3k 261.29
Fidelity National Information Services (FIS) 0.1 $1.1M 7.8k 141.48
Vanguard Index FDS Mid Cap Etf (VO) 0.1 $1.1M 5.3k 206.79
Medtronic SHS (MDT) 0.1 $1.1M 9.2k 117.15
Vanguard S&P 500 Index ETF S&p 500 Etf Shs (VOO) 0.1 $1.1M 3.1k 343.54
Berkshire Hathaway Inc CL A Cl A (BRK.A) 0.1 $1.0M 3.00 347666.67
iShares Comex Gold Trust Ishares 0.1 $1.0M 57k 18.13
Northern Trust Corporation (NTRS) 0.1 $1.0M 11k 93.13
UnitedHealth (UNH) 0.1 $994k 2.8k 350.86
Stanley Black & Decker (SWK) 0.1 $971k 5.4k 178.62
iShares TR Dow Jones Tech Sec U.s. Tech Etf (IYW) 0.1 $953k 11k 85.09
Wal-Mart Stores (WMT) 0.1 $943k 6.5k 144.10
Freeport Mcmoran Copper & Gold CL B (FCX) 0.1 $923k 36k 26.01
Kinder Morgan (KMI) 0.1 $913k 67k 13.67
Boston Scientific Corporation (BSX) 0.1 $901k 25k 35.96
Steris Shs Usd (STE) 0.1 $896k 4.7k 189.63
Relay Therapeutics (RLAY) 0.1 $878k 21k 41.57
At&t (T) 0.1 $838k 29k 28.74
Vaneck Morningstar Intl Moat ETF Morningstar Intl (MOTI) 0.1 $826k 25k 33.64
Intuit (INTU) 0.1 $761k 2.0k 379.74
Starwood Property Trust (STWD) 0.1 $760k 39k 19.30
Skyworks Solutions (SWKS) 0.1 $754k 4.9k 152.94
Emerson Electric (EMR) 0.1 $750k 9.3k 80.32
iShares S&P North American Technology Sector Index Fund Expnd Tec Sc Etf (IGM) 0.1 $700k 2.0k 350.00
iShares S&P 500/Barra Value Indx S&p 500 Val Etf (IVE) 0.1 $696k 5.4k 128.06
Genuine Parts Company (GPC) 0.1 $690k 6.9k 100.50
Church & Dwight (CHD) 0.1 $672k 7.7k 87.17
Baxter International 0.1 $671k 8.4k 80.19
Allstate Corporation (ALL) 0.1 $662k 6.0k 109.97
Microchip Technology (MCHP) 0.1 $657k 4.8k 138.20
iShares Barclays 1-3 Year Credit Bond Fund Ishs 1-5yr Invs (IGSB) 0.0 $649k 12k 55.16
Guidewire Software (GWRE) 0.0 $646k 5.0k 128.63
Bank of New York Mellon Corporation (BK) 0.0 $630k 15k 42.44
Fortive (FTV) 0.0 $622k 8.8k 70.79
Starbucks Corporation (SBUX) 0.0 $582k 5.4k 106.97
PNC Financial Services (PNC) 0.0 $574k 3.9k 149.09
Texas Instruments Incorporated (TXN) 0.0 $566k 3.4k 164.15
Fiserv (FI) 0.0 $560k 4.9k 113.96
L3harris Technologies (LHX) 0.0 $558k 3.0k 189.15
Align Technology (ALGN) 0.0 $553k 1.0k 534.82
Allegion Ord Shs (ALLE) 0.0 $550k 4.7k 116.33
Ingersoll Rand (IR) 0.0 $545k 12k 45.59
Avery Dennison Corporation (AVY) 0.0 $529k 3.4k 155.13
Vanguard Intermediate Term Bond ETF Intermed Term (BIV) 0.0 $521k 5.6k 92.85
Lincoln National Corporation (LNC) 0.0 $517k 10k 50.32
Mastercard Cl A (MA) 0.0 $515k 1.4k 356.65
Vanguard Small-Cap Vipers Small Cp Etf (VB) 0.0 $514k 2.6k 194.70
Estee Lauder Companies Class A Cl A (EL) 0.0 $509k 1.9k 265.94
Eversource Energy (ES) 0.0 $506k 5.8k 86.54
United Parcel Service CL B CL B (UPS) 0.0 $505k 3.0k 168.45
SPDR S&P Dividend ETF S&p Divid Etf (SDY) 0.0 $498k 4.7k 105.91
iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA) 0.0 $495k 7.2k 69.11
Dupont De Nemours (DD) 0.0 $483k 6.8k 71.07
Wec Energy Group (WEC) 0.0 $480k 5.2k 92.08
Global Payments (GPN) 0.0 $450k 2.1k 215.31
Jacobs Engineering 0.0 $449k 4.1k 108.90
Constellation Brands Cl A (STZ) 0.0 $449k 2.1k 218.81
Vanguard Whitehall High Div Yld (VYM) 0.0 $442k 4.8k 91.51
SYSCO Corporation (SYY) 0.0 $427k 5.8k 74.26
Charter Communicatins Cl A (CHTR) 0.0 $409k 618.00 661.81
Dow (DOW) 0.0 $409k 7.4k 55.51
Applied Materials (AMAT) 0.0 $406k 4.7k 86.38
TJX Companies (TJX) 0.0 $405k 5.9k 68.22
GATX Corporation (GATX) 0.0 $404k 4.9k 83.23
Roche Holding (RHHBY) 0.0 $402k 9.2k 43.68
Unilever Spon Adr New (UL) 0.0 $400k 6.6k 60.33
Dover Corporation (DOV) 0.0 $397k 3.1k 126.39
ConocoPhillips (COP) 0.0 $384k 9.6k 39.96
Trade Desk Com Cl A (TTD) 0.0 $380k 475.00 800.00
Yum China Holdings (YUMC) 0.0 $370k 6.5k 57.03
Vanguard Inter Term Corporatebd Bond ETF Int-term Corp (VCIT) 0.0 $367k 3.8k 97.12
NVIDIA Corporation (NVDA) 0.0 $364k 698.00 521.49
Royal Dutch Shell Spon Adr B 0.0 $360k 10k 35.14
Abb LTD Sponsored Sponsored Adr (ABBNY) 0.0 $357k 13k 27.96
Fastenal Company (FAST) 0.0 $339k 7.0k 48.78
iShares Russell Microcap Inx Fund Micro-cap Etf (IWC) 0.0 $327k 2.8k 118.56
US Bancorp Del Com New (USB) 0.0 $319k 6.8k 46.62
Deere & Company (DE) 0.0 $316k 1.2k 268.94
iShares Russell Rus 1000 Grw Etf (IWF) 0.0 $307k 1.3k 241.35
Cognizant Tech Solutions Corp Cl A (CTSH) 0.0 $299k 3.7k 81.90
Lennar Corp Class A Cl A (LEN) 0.0 $296k 3.9k 76.33
First Solar (FSLR) 0.0 $295k 3.0k 98.93
Crowdstrike Holdings Cl A (CRWD) 0.0 $293k 1.4k 211.86
Otis Worldwide Corp (OTIS) 0.0 $292k 4.3k 67.47
SPDR Barclays Capital Convertible Bond ETF Blmbrg Brc Convrt (CWB) 0.0 $291k 3.5k 82.91
Envista Hldgs Corp (NVST) 0.0 $287k 8.5k 33.71
GlaxoSmithKline Sponsored Adr 0.0 $284k 7.7k 36.74
Travelers Companies (TRV) 0.0 $281k 2.0k 140.50
Southern National Banc. of Virginia 0.0 $277k 23k 12.10
Blackstone Group Com Cl A (BX) 0.0 $269k 4.1k 64.88
Science App Int'l (SAIC) 0.0 $259k 2.7k 94.70
Valero Energy Corporation (VLO) 0.0 $259k 4.6k 56.64
Cdk Global Inc equities 0.0 $258k 5.0k 51.74
Cambridge Ban (CATC) 0.0 $257k 3.7k 69.86
Johnson Controls International Plc equity (JCI) 0.0 $248k 5.3k 46.67
iShares Core MSCI Emerg MKTS Core Msci Emkt (IEMG) 0.0 $248k 4.0k 62.16
Sprott Physical Gold And Silver Trust Tr Unit (CEF) 0.0 $233k 12k 19.33
Broadridge Financial Solutions (BR) 0.0 $230k 1.5k 153.33
New York Times Co Class A Cl A (NYT) 0.0 $217k 4.2k 51.67
PIMCO 1-5 YR US TIPS Index Exchange-Traded 1-5 Us Tip Idx (STPZ) 0.0 $212k 3.9k 54.15
Zimmer Holdings (ZBH) 0.0 $211k 1.4k 153.90
UGI Corporation (UGI) 0.0 $210k 6.0k 35.00
Waters Corporation (WAT) 0.0 $208k 840.00 247.62
State Street Corporation (STT) 0.0 $202k 2.8k 72.79
General Electric Company 0.0 $185k 17k 10.81
Antero Midstream Corp antero midstream (AM) 0.0 $116k 15k 7.73
Globalstar (GSAT) 0.0 $3.0k 10k 0.30