Boston Family Office 13F annual report
Boston Family Office is an investment fund managing more than $1.38 billion ran by George Beal. There are currently 264 companies in Mr. Beal’s portfolio. The largest investments include Apple Inc and Microsoft, together worth $129 million.
Limited to 30 biggest holdings
$1.38 billion Assets Under Management (AUM)
As of 5th August 2024, Boston Family Office’s top holding is 325,403 shares of Apple Inc currently worth over $68.5 million and making up 5.0% of the portfolio value.
Relative to the number of outstanding shares of Apple Inc, Boston Family Office owns more than approximately 0.1% of the company.
In addition, the fund holds 135,429 shares of Microsoft worth $60.5 million, whose value fell 2.2% in the past six months.
The third-largest holding is Amazon.com worth $48.2 million and the next is Alphabet Inc worth $38.5 million, with 210,056 shares owned.
Currently, Boston Family Office's portfolio is worth at least $1.38 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Boston Family Office
The Boston Family Office office and employees reside in Boston, Massachusetts. According to the last 13-F report filed with the SEC, George Beal serves as the Managing Partner at Boston Family Office.
Recent trades
In the most recent 13F filing, Boston Family Office revealed that it had opened a new position in
Asml Holding Nv Adr and bought 3,160 shares worth $3.23 million.
The investment fund also strengthened its position in Microsoft by buying
614 additional shares.
This makes their stake in Microsoft total 135,429 shares worth $60.5 million.
Microsoft dropped approximately 0.1% in the past year.
On the other hand, there are companies that Boston Family Office is getting rid of from its portfolio.
Boston Family Office closed its position in Middleby on 12th August 2024.
It sold the previously owned 3,506 shares for $564 thousand.
George Beal also disclosed a decreased stake in Apple Inc by approximately 0.1%.
This leaves the value of the investment at $68.5 million and 325,403 shares.
One of the smallest hedge funds
The two most similar investment funds to Boston Family Office are First Heartland Consultants and United Super PTY Ltd In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund. They manage $1.38 billion and $1.38 billion respectively.
George Beal investment strategy
Boston Family Office’s portfolio is diversified across 12 sectors.
Currently, their heaviest sector is Technology — making up 19.9% of
the total portfolio value.
The fund focuses on investments in the United States as
48.1% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
48% of the total holdings value.
On the other hand, small-cap stocks make up only 0.4% of the portfolio.
The average market cap of the portfolio companies is close to $145 billion.
The complete list of Boston Family Office trades based on 13F SEC filings
These positions were updated on August 12th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Apple Inc |
1.21%
325,403
|
$68,536,000 | 4.95% |
| Microsoft Corporation |
0.46%
135,429
|
$60,530,000 | 4.38% |
| Amazon.com Inc. |
1.11%
249,517
|
$48,219,000 | 3.49% |
| Alphabet Inc |
0.12%
210,056
|
$38,528,000 | 2.79% |
| Visa Inc |
0.63%
139,743
|
$36,678,000 | 2.65% |
| Spdr Sp 500 Etf Trust |
21.90%
57,554
|
$31,322,000 | 2.26% |
| Ansys Inc. |
0.65%
96,384
|
$30,987,000 | 2.24% |
| Union Pacific Corp. |
0.51%
132,319
|
$29,938,000 | 2.16% |
| IQVIA Holdings Inc |
0.77%
136,037
|
$28,764,000 | 2.08% |
| American Tower Corp. |
0.16%
129,625
|
$25,197,000 | 1.82% |
| Berkshire Hathaway Inc. |
0.24%
61,651
|
$25,080,000 | 1.81% |
| Aptargroup Inc. |
6.71%
174,086
|
$24,513,000 | 1.77% |
| Zebra Technologies Corporation Class A |
1.92%
79,121
|
$24,443,000 | 1.77% |
| Ecolab, Inc. |
0.94%
100,851
|
$24,003,000 | 1.74% |
| Salesforce Inc |
0.40%
90,994
|
$23,395,000 | 1.69% |
| Sp Global, Inc. |
1.79%
52,270
|
$23,312,000 | 1.69% |
| Marsh Mclennan Companies, Inc. |
1.28%
108,946
|
$22,957,000 | 1.66% |
| Rockwell Automation Inc |
0.02%
83,057
|
$22,864,000 | 1.65% |
| Adobe Inc |
13.37%
40,813
|
$22,673,000 | 1.64% |
| Air Products And Chemicals, Inc. |
1.17%
87,638
|
$22,615,000 | 1.63% |
| Thermo Fisher Scientific Inc. |
4.63%
40,228
|
$22,246,000 | 1.61% |
| Roper Technologies Inc |
0.81%
39,074
|
$22,024,000 | 1.59% |
| Stryker Corp. |
3.12%
63,102
|
$21,470,000 | 1.55% |
| NextEra Energy Inc |
4.81%
288,921
|
$20,458,000 | 1.48% |
| Chevron Corp. |
1.57%
113,615
|
$17,772,000 | 1.28% |
| ServiceNow Inc |
0.49%
22,458
|
$17,667,000 | 1.28% |
| Automatic Data Processing Inc. |
0.69%
71,300
|
$17,019,000 | 1.23% |
| Teradyne, Inc. |
1.07%
110,520
|
$16,389,000 | 1.18% |
| Palo Alto Networks Inc |
26.22%
46,764
|
$15,853,000 | 1.15% |
| Vanguard Sp 500 Etf |
139.61%
28,830
|
$14,419,000 | 1.04% |
| Mccormick Company, Inc. |
22.89%
197,608
|
$14,018,000 | 1.01% |
| Johnson Johnson |
0.03%
89,846
|
$13,132,000 | 0.95% |
| Idexx Laboratories, Inc. |
0.49%
26,927
|
$13,119,000 | 0.95% |
| Abbvie Inc |
3.21%
74,866
|
$12,841,000 | 0.93% |
| Nike, Inc. Class B |
0.53%
158,899
|
$11,976,000 | 0.87% |
| Eaton Corp. Plc |
1.22%
37,027
|
$11,610,000 | 0.84% |
| Costco Wholesale Corp |
1.37%
12,923
|
$10,985,000 | 0.79% |
| Procter Gamble Company |
2.85%
66,276
|
$10,930,000 | 0.79% |
| Xylem Inc |
1.02%
79,124
|
$10,732,000 | 0.78% |
| Alphabet Inc |
0.56%
54,752
|
$9,973,000 | 0.72% |
| Pepsico, Inc. |
2.88%
58,906
|
$9,715,000 | 0.70% |
| Vanguard Short-term Inflation-protected Securities Etf |
27.99%
197,922
|
$9,607,000 | 0.69% |
| EOG Resources, Inc. |
4.74%
76,173
|
$9,588,000 | 0.69% |
| Danaher Corp. |
0.29%
37,607
|
$9,396,000 | 0.68% |
| Jpmorgan Chase Co. |
1.99%
46,449
|
$9,395,000 | 0.68% |
| Vanguard Dividend Appreciation Etf |
2.01%
50,104
|
$9,146,000 | 0.66% |
| Abbott Laboratories |
0.90%
86,839
|
$9,023,000 | 0.65% |
| Vanguard Extended Market Etf |
7.79%
51,832
|
$8,749,000 | 0.63% |
| Walt Disney Company |
1.36%
87,854
|
$8,723,000 | 0.63% |
| Nestle S.a. Sponsored Adr |
9.26%
84,477
|
$8,653,000 | 0.63% |
| Home Depot, Inc. |
0.50%
22,491
|
$7,742,000 | 0.56% |
| Spdr Sp Midcap 400 Etf Trust |
10.52%
14,416
|
$7,714,000 | 0.56% |
| Sherwin-Williams Co. |
3.11%
25,763
|
$7,688,000 | 0.56% |
| Lincoln Electric Holdings, Inc. |
1.18%
38,858
|
$7,330,000 | 0.53% |
| Vanguard Short-term Corporate Bond Etf |
14.65%
91,960
|
$7,106,000 | 0.51% |
| Mcdonald's Corporation |
16.81%
27,677
|
$7,053,000 | 0.51% |
| Merck Co., Inc. |
4.11%
53,624
|
$6,639,000 | 0.48% |
| Ishares Core Sp Small Cap Etf |
8.54%
62,065
|
$6,620,000 | 0.48% |
| TE Connectivity Ltd |
18.52%
42,417
|
$6,381,000 | 0.46% |
| Vanguard Total Stock Market Etf |
2.49%
23,345
|
$6,245,000 | 0.45% |
| NVIDIA Corp |
888.75%
50,090
|
$6,188,000 | 0.45% |
| Novo Nordisk A/s Sponsored Adr Class B |
6.00%
43,244
|
$6,173,000 | 0.45% |
| Vanguard Short-term Bond Etf |
17.78%
76,887
|
$5,897,000 | 0.43% |
| Parker-Hannifin Corp. |
7.46%
11,442
|
$5,787,000 | 0.42% |
| Invesco Variable Rate Preferred Etf |
30.79%
223,187
|
$5,348,000 | 0.39% |
| Analog Devices Inc. |
3.98%
22,988
|
$5,247,000 | 0.38% |
| Eli Lilly And Company |
0.36%
5,567
|
$5,040,000 | 0.36% |
| Lowe's Companies, Inc. |
0.22%
22,688
|
$5,002,000 | 0.36% |
| Jpmorgan Ultra-short Income Etf |
30.50%
97,936
|
$4,943,000 | 0.36% |
| TJX Companies, Inc. |
31.00%
44,831
|
$4,936,000 | 0.36% |
| CVS Health Corp |
37.26%
82,384
|
$4,866,000 | 0.35% |
| Ishares Core Sp 500 Etf |
24.51%
8,039
|
$4,399,000 | 0.32% |
| Vanguard Short-term Treasury Etf |
2.10%
74,097
|
$4,297,000 | 0.31% |
| General Mills, Inc. |
No change
67,301
|
$4,257,000 | 0.31% |
| Hubbell Incorporated Class B |
4.02%
11,403
|
$4,168,000 | 0.30% |
| Vanguard Intermediate-term Bond Etf |
21.48%
51,076
|
$3,825,000 | 0.28% |
| Waste Management, Inc. |
0.25%
17,637
|
$3,763,000 | 0.27% |
| Ishares Ibonds Treasury 2025 |
66.09%
159,085
|
$3,694,000 | 0.27% |
| Exxon Mobil Corp. |
10.11%
31,856
|
$3,667,000 | 0.27% |
| Qualcomm, Inc. |
2.34%
18,145
|
$3,614,000 | 0.26% |
| Trane Technologies plc |
1.10%
10,982
|
$3,612,000 | 0.26% |
| Verizon Communications Inc |
1.15%
84,906
|
$3,502,000 | 0.25% |
| Vaneck Morningstar Wide Moat Etf |
1.06%
40,049
|
$3,469,000 | 0.25% |
| RPM International, Inc. |
0.11%
31,020
|
$3,340,000 | 0.24% |
| Ishares Ibonds Treasury 2026 |
89.77%
145,578
|
$3,298,000 | 0.24% |
| Asml Holding Nv Adr |
Opened
3,160
|
$3,232,000 | 0.23% |
| Comcast Corporation Class A |
1.67%
82,276
|
$3,222,000 | 0.23% |
| Clorox Co. |
1.32%
23,105
|
$3,153,000 | 0.23% |
| Ishares Core Sp Mid-cap Etf |
7.20%
53,742
|
$3,145,000 | 0.23% |
| Coca-Cola Co |
0.50%
47,235
|
$3,007,000 | 0.22% |
| Illinois Tool Works, Inc. |
2.67%
12,130
|
$2,874,000 | 0.21% |
| Welltower Inc. |
0.81%
25,801
|
$2,690,000 | 0.19% |
| Vanguard Large-cap Etf |
1.08%
10,674
|
$2,664,000 | 0.19% |
| American Express Co. |
1.30%
11,430
|
$2,647,000 | 0.19% |
| Fedex Corp |
23.18%
8,790
|
$2,636,000 | 0.19% |
| AMGEN Inc. |
0.61%
8,416
|
$2,630,000 | 0.19% |
| Vanguard Ftse Developed Markets Etf |
12.70%
53,066
|
$2,623,000 | 0.19% |
| Unitedhealth Group Inc |
4.59%
5,013
|
$2,553,000 | 0.18% |
| Ishares Ibonds Treasury 2024 |
3.22%
104,040
|
$2,495,000 | 0.18% |
| Vanguard Ftse All-world Ex-us Etf |
1.07%
41,326
|
$2,423,000 | 0.18% |
| Ishares Sp 500 Growth Etf |
2.16%
25,959
|
$2,402,000 | 0.17% |
| Synopsys, Inc. |
No change
3,990
|
$2,374,000 | 0.17% |
| Norfolk Southern Corp. |
17.35%
10,480
|
$2,250,000 | 0.16% |
| Vanguard Total International Stock Etf |
3.19%
36,529
|
$2,203,000 | 0.16% |
| C.h. Robinson Worldwide, Inc. |
No change
24,563
|
$2,164,000 | 0.16% |
| Medtronic Plc |
6.73%
26,892
|
$2,117,000 | 0.15% |
| Oracle Corp. |
20.31%
14,759
|
$2,084,000 | 0.15% |
| Tyler Technologies, Inc. |
0.73%
3,954
|
$1,988,000 | 0.14% |
| Target Corp |
4.43%
13,428
|
$1,988,000 | 0.14% |
| Pfizer Inc. |
1.69%
69,525
|
$1,945,000 | 0.14% |
| Aflac Incorporated |
1.03%
21,597
|
$1,929,000 | 0.14% |
| Mondelez International, Inc. Class A |
0.49%
29,373
|
$1,922,000 | 0.14% |
| Ishares Russell Midcap Etf |
No change
22,771
|
$1,846,000 | 0.13% |
| Berkshire Hathaway Inc. |
No change
3
|
$1,837,000 | 0.13% |
| Becton, Dickinson And Company |
22.98%
7,654
|
$1,789,000 | 0.13% |
| Seagate Technology Holdings |
No change
17,000
|
$1,756,000 | 0.13% |
| Vanguard Mid-cap Etf |
13.75%
6,950
|
$1,683,000 | 0.12% |
| Ishares Ibonds Treasury 2027 |
Opened
72,927
|
$1,610,000 | 0.12% |
| Ishares Treasury Floating Rate Bond Etf |
2.59%
31,555
|
$1,599,000 | 0.12% |
| Caterpillar Inc. |
4.69%
4,652
|
$1,550,000 | 0.11% |
| Vanguard Total Bond Market Etf |
0.51%
21,401
|
$1,542,000 | 0.11% |
| Ishares U.s. Technology Etf |
No change
10,100
|
$1,520,000 | 0.11% |
| Ishares Ibonds Treasury 2028 |
Opened
67,765
|
$1,479,000 | 0.11% |
| Neogen Corp. |
2.45%
93,897
|
$1,468,000 | 0.11% |
| Hologic, Inc. |
0.01%
19,434
|
$1,443,000 | 0.10% |
| Walmart Inc |
No change
21,148
|
$1,432,000 | 0.10% |
| Vanguard Real Estate Etf |
5.35%
16,852
|
$1,412,000 | 0.10% |
| Novartis Ag Sponsored Adr |
No change
12,935
|
$1,377,000 | 0.10% |
| Ishares Ibonds Treasury 2029 |
Opened
63,012
|
$1,347,000 | 0.10% |
| Ishares Ibonds Treasury 2031 |
Opened
64,893
|
$1,296,000 | 0.09% |
| Ishares Ibonds Treasury 2030 |
Opened
67,165
|
$1,295,000 | 0.09% |
| Ishares Russell 2000 Etf |
No change
6,362
|
$1,291,000 | 0.09% |
| Honeywell International Inc |
0.50%
6,026
|
$1,287,000 | 0.09% |
| 3M Co. |
1.21%
12,504
|
$1,278,000 | 0.09% |
| Amphenol Corp. |
86.99%
18,716
|
$1,261,000 | 0.09% |
| Intel Corp. |
7.35%
39,476
|
$1,223,000 | 0.09% |
| Ishares Russell 2000 Growth Etf |
No change
4,602
|
$1,208,000 | 0.09% |
| Diamondback Energy Inc |
No change
6,000
|
$1,201,000 | 0.09% |
| Gilead Sciences, Inc. |
No change
17,240
|
$1,183,000 | 0.09% |
| Philip Morris International Inc |
No change
11,465
|
$1,162,000 | 0.08% |
| Ishares Expanded Tech Sector Etf |
2.79%
11,904
|
$1,123,000 | 0.08% |
| Weyerhaeuser Co. |
3.30%
39,221
|
$1,113,000 | 0.08% |
| Applied Materials Inc. |
No change
4,596
|
$1,085,000 | 0.08% |
| Cisco Systems, Inc. |
No change
22,636
|
$1,075,000 | 0.08% |
| Starwood Property Trust Inc |
5.34%
55,804
|
$1,057,000 | 0.08% |
| Kimberly-Clark Corp. |
1.80%
7,643
|
$1,056,000 | 0.08% |
| Conocophillips |
No change
9,185
|
$1,051,000 | 0.08% |
| Emerson Electric Co. |
0.26%
9,446
|
$1,041,000 | 0.08% |
| Ingersoll Rand Inc. |
No change
11,356
|
$1,032,000 | 0.07% |
| Accenture plc |
6.84%
3,380
|
$1,026,000 | 0.07% |
| Ishares Sp 500 Value Etf |
No change
5,632
|
$1,025,000 | 0.07% |
| Steris Plc |
No change
4,629
|
$1,016,000 | 0.07% |
| Nextnav Inc |
No change
125,000
|
$1,014,000 | 0.07% |
| Bristol-Myers Squibb Co. |
No change
24,179
|
$1,004,000 | 0.07% |
| Fiserv, Inc. |
57.92%
6,672
|
$994,000 | 0.07% |
| Corning, Inc. |
36.35%
25,003
|
$971,000 | 0.07% |
| Dollar Tree Inc |
43.96%
8,542
|
$912,000 | 0.07% |
| Intuit Inc |
4.81%
1,346
|
$885,000 | 0.06% |
| GATX Corp. |
1.89%
6,311
|
$835,000 | 0.06% |
| Meta Platforms Inc |
2.22%
1,633
|
$823,000 | 0.06% |
| Bank Of New York Mellon Corp |
1.09%
13,609
|
$815,000 | 0.06% |
| Microchip Technology, Inc. |
5.33%
8,888
|
$813,000 | 0.06% |
| International Business Machines Corp. |
12.07%
4,642
|
$803,000 | 0.06% |
| Ishares Sp Mid-cap 400 Value Etf |
No change
7,019
|
$796,000 | 0.06% |
| Illumina Inc |
0.44%
7,471
|
$780,000 | 0.06% |
| RTX Corp |
1.59%
7,758
|
$779,000 | 0.06% |
| American Water Works Co. Inc. |
5.61%
5,532
|
$715,000 | 0.05% |
| Cheniere Energy Inc. |
No change
3,925
|
$686,000 | 0.05% |
| Ishares Gold Trust |
67.82%
15,565
|
$684,000 | 0.05% |
| Starbucks Corp. |
0.11%
8,693
|
$677,000 | 0.05% |
| Avery Dennison Corp. |
No change
3,000
|
$656,000 | 0.05% |
| Boston Scientific Corp. |
1.17%
8,444
|
$650,000 | 0.05% |
| Colgate-Palmolive Co. |
No change
6,560
|
$637,000 | 0.05% |
| Diageo Plc Sponsored Adr |
60.87%
5,050
|
$637,000 | 0.05% |
| Palantir Technologies Inc. |
No change
25,000
|
$633,000 | 0.05% |
| Altria Group Inc. |
4.54%
13,816
|
$629,000 | 0.05% |
| Abb Ltd Adr |
No change
11,098
|
$618,000 | 0.04% |
| Shell Plc Adr |
No change
8,502
|
$614,000 | 0.04% |
| Moderna Inc |
116.99%
5,084
|
$604,000 | 0.04% |
| Mastercard Incorporated |
No change
1,350
|
$596,000 | 0.04% |
| Kinder Morgan Inc Class P |
2.81%
29,554
|
$587,000 | 0.04% |
| Vanguard High Dividend Yield Index Etf |
No change
4,830
|
$573,000 | 0.04% |
| Dover Corp. |
No change
3,141
|
$567,000 | 0.04% |
| Middleby Corp. |
Closed
3,506
|
$564,000 | |
| Kellanova Co |
39.74%
9,757
|
$563,000 | 0.04% |
| Wisdomtree Emerging Markets Smallcap Dividend Fund |
5.69%
10,930
|
$562,000 | 0.04% |
| Lennar Corporation |
4.82%
3,691
|
$553,000 | 0.04% |
| PNC Financial Services Group Inc |
No change
3,500
|
$544,000 | 0.04% |
| Wolfspeed Inc |
Closed
18,129
|
$535,000 | |
| Crowdstrike Holdings, Inc. Class A |
No change
1,383
|
$530,000 | 0.04% |
| Church Dwight Co., Inc. |
4.65%
5,060
|
$525,000 | 0.04% |
| Skyworks Solutions, Inc. |
No change
4,930
|
$525,000 | 0.04% |
| United Parcel Service, Inc. Class B |
No change
3,779
|
$517,000 | 0.04% |
| CRISPR Therapeutics AG |
No change
9,550
|
$516,000 | 0.04% |
| Allegion plc |
No change
4,346
|
$513,000 | 0.04% |
| Jpmorgan Ultra-short Municipal Income Etf |
No change
9,689
|
$492,000 | 0.04% |
| Hr Block, Inc. |
No change
9,000
|
$488,000 | 0.04% |
| Ishares Russell 1000 Growth Etf |
No change
1,322
|
$482,000 | 0.03% |
| Ishares 1-5 Year Investment Grade Corporate Bond Etf |
No change
9,334
|
$478,000 | 0.03% |
| Vanguard Intermediate-term Treasury Etf |
31.59%
7,770
|
$452,000 | 0.03% |
| Fastenal Co. |
No change
6,850
|
$430,000 | 0.03% |
| Veralto Corp-w/i |
8.64%
4,452
|
$425,000 | 0.03% |
| Sysco Corp. |
No change
5,812
|
$415,000 | 0.03% |
| Vanguard Long-term Bond Etf |
Closed
5,727
|
$414,000 | |
| WEC Energy Group Inc |
No change
5,251
|
$412,000 | 0.03% |
| Spdr Sp Dividend Etf |
2.36%
3,192
|
$406,000 | 0.03% |
| Vanguard Ftse Emerging Markets Etf |
43.30%
9,208
|
$403,000 | 0.03% |
| Texas Instruments Inc. |
4.65%
2,050
|
$399,000 | 0.03% |
| Cambridge Bancorp |
7.24%
5,767
|
$398,000 | 0.03% |
| Insulet Corporation |
Opened
1,900
|
$383,000 | 0.03% |
| Linde Plc. |
No change
855
|
$375,000 | 0.03% |
| Solaredge Technologies Inc |
34.01%
14,318
|
$362,000 | 0.03% |
| Att Inc. |
No change
18,787
|
$359,000 | 0.03% |
| Taiwan Semiconductor Mfg. |
No change
2,000
|
$348,000 | 0.03% |
| Generac Holdings Inc |
Closed
2,688
|
$339,000 | |
| Blackstone Group Inc. Class A |
No change
2,732
|
$338,000 | 0.02% |
| Johnson Controls International plc |
No change
4,999
|
$332,000 | 0.02% |
| Estee Lauder Companies Inc. Class A |
1.10%
3,059
|
$325,000 | 0.02% |
| Science Applications International Corp. |
No change
2,735
|
$321,000 | 0.02% |
| Ishares Sp Small-cap 600 Value Etf |
28.62%
3,272
|
$318,000 | 0.02% |
| Fortive Corp |
No change
4,263
|
$316,000 | 0.02% |
| Zimmer Biomet Holdings Inc |
No change
2,883
|
$313,000 | 0.02% |
| GE Aerospace |
7.01%
1,939
|
$308,000 | 0.02% |
| Ishares Floating Rate Bond Etf |
84.76%
6,038
|
$308,000 | 0.02% |
| Deere Company |
No change
825
|
$308,000 | 0.02% |
| Flextronics Int'l Ltd |
No change
10,217
|
$301,000 | 0.02% |
| Northern Trust Corp. |
14.64%
3,497
|
$294,000 | 0.02% |
| Ishares Short-term National Muni Bond Etf |
No change
2,807
|
$293,000 | 0.02% |
| Copart, Inc. |
3.00%
5,300
|
$287,000 | 0.02% |
| Alcon Inc. |
7.45%
3,156
|
$281,000 | 0.02% |
| Duolingo, Inc. Class A |
No change
1,336
|
$279,000 | 0.02% |
| Baxter International Inc. |
No change
8,300
|
$278,000 | 0.02% |
| Ishares Micro-cap Etf |
No change
2,413
|
$275,000 | 0.02% |
| Cigna Corporation |
0.12%
830
|
$274,000 | 0.02% |
| Invesco Sp 500 Low Volatility Etf |
0.17%
4,124
|
$268,000 | 0.02% |
| Sprott Physical Gold And Silver Trust |
No change
12,056
|
$266,000 | 0.02% |
| Ishares Core Sp Total U.s. Stock Market Etf |
Closed
2,250
|
$259,000 | |
| Ferrari Nv |
No change
632
|
$258,000 | 0.02% |
| Ishares Short Treasury Bond Fund |
Opened
2,328
|
$257,000 | 0.02% |
| Spdr Bloomberg Barclays Convertible Securities Etf |
No change
3,510
|
$253,000 | 0.02% |
| Nxp Semiconductors |
No change
930
|
$250,000 | 0.02% |
| Vanguard Small-cap Etf |
Opened
1,105
|
$241,000 | 0.02% |
| Vaneck Morningstar International Moat Etf |
17.05%
7,536
|
$236,000 | 0.02% |
| Vaneck Vectors Short Muni Etf |
No change
13,896
|
$236,000 | 0.02% |
| Trade Desk, Inc. Class A |
No change
2,400
|
$234,000 | 0.02% |
| Ishares Tips Bond Etf |
Opened
2,165
|
$231,000 | 0.02% |
| Trimble Inc |
No change
4,075
|
$228,000 | 0.02% |
| First Solar Inc |
Opened
1,000
|
$225,000 | 0.02% |
| Vanguard Energy Etf |
No change
1,759
|
$224,000 | 0.02% |
| PayPal Holdings Inc |
No change
3,842
|
$223,000 | 0.02% |
| Antero Midstream Corp |
No change
15,000
|
$221,000 | 0.02% |
| Wells Fargo Company |
No change
3,698
|
$220,000 | 0.02% |
| Waters Corp. |
No change
756
|
$219,000 | 0.02% |
| Energy Select Sector Spdr Fund |
No change
2,383
|
$217,000 | 0.02% |
| Constellation Brands, Inc. Class A |
No change
844
|
$217,000 | 0.02% |
| Ishares Russell 1000 Etf |
No change
725
|
$216,000 | 0.02% |
| New York Times Company Class A |
Opened
4,200
|
$215,000 | 0.02% |
| Unilever Plc Sponsored Adr |
4.69%
3,898
|
$214,000 | 0.02% |
| Yum China Holdings Inc |
0.26%
6,954
|
$214,000 | 0.02% |
| Netflix Inc. |
Opened
315
|
$213,000 | 0.02% |
| Cognizant Technology Solutions Corporation Class A |
No change
3,120
|
$212,000 | 0.02% |
| Dominion Energy Inc |
Closed
4,275
|
$210,000 | |
| Travelers Companies Inc. |
Closed
900
|
$207,000 | |
| Mckesson Corporation |
Opened
355
|
$207,000 | 0.01% |
| CDW Corp |
Closed
800
|
$205,000 | |
| Canadian Pacific Kansas City |
No change
2,588
|
$204,000 | 0.01% |
| Stanley Black Decker, Inc. |
Closed
2,083
|
$204,000 | |
| U.s. Bancorp |
9.29%
5,106
|
$203,000 | 0.01% |
| Dexcom Inc |
Closed
1,462
|
$203,000 | |
| Schlumberger Nv |
Closed
3,683
|
$202,000 | |
| Vanguard Intermediate-term Corporate Bond Etf |
Closed
2,515
|
$202,000 | |
| Moody's Corporation |
Opened
476
|
$200,000 | 0.01% |
| Primis Financial |
No change
14,715
|
$154,000 | 0.01% |
| Globalstar Inc. |
No change
110,000
|
$123,000 | 0.01% |
| Relay Therapeutics, Inc. |
No change
12,397
|
$81,000 | 0.01% |
| Cyteir Therapeutics Inc |
Closed
24,197
|
$73,000 | |
| Ginkgo Bioworks |
Closed
22,500
|
$26,000 | |
| Viewra, Inc |
No change
10,000
|
$0 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 278 holdings | |||
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