HoldingsChannel.com
Boston Private Wealth LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
Apple 708,891 +20,911 $140,304
     AAPL708,891+20,911$140,304
Microsoft 805,292 -34,801 $107,877
     MSFT805,292-34,801$107,877
Berkshire Hathaway A      $89,147
     BRK.A249UNCH$79,269
     BRK.B46,341-135$9,878
JPMorgan Chase 550,020 -31,792 $61,492
     JPM550,020-31,792$61,492
iShares Core S&P 500 (IVV) 200,600 +200,600 $59,127
     IVV200,600+200,600$59,127
Amazon 29,654 -1,771 $56,154
     AMZN29,654-1,771$56,154
Visa 308,850 -14,144 $53,601
     V308,850-14,144$53,601
Broadcom Ltd 171,912 +485 $49,487
     AVGO171,912+485$49,487
Home Depot 236,273 -11,739 $49,137
     HD236,273-11,739$49,137
Abbott Laboratories 568,722 -10,949 $47,830
     ABT568,722-10,949$47,830
Golar Lng Ltd 2,500,500 UNCH $46,209
     GLNG2,500,500UNCH$46,209
Merck 521,237 -27,724 $43,706
     MRK521,237-27,724$43,706
Accenture 211,518 -10,845 $39,082
     ACN211,518-10,845$39,082
Royal Caribbean Cruises 320,871 +1,856 $38,893
     RCL320,871+1,856$38,893
Union Pacific 228,932 -17,592 $38,714
     UNP228,932-17,592$38,714
Johnson & Johnson 254,099 -10,606 $35,391
     JNJ254,099-10,606$35,391
Medtronic 334,163 -17,425 $32,544
     MDT334,163-17,425$32,544
AbbVie 441,268 -2,735 $32,089
     ABBV441,268-2,735$32,089
Procter & Gamble 289,357 +5,674 $31,728
     PG289,357+5,674$31,728
Energy Transfer LP 2,202,382 +625 $31,010
     ET2,202,382+625$31,010
Nextera Energy 150,362 +3,437 $30,803
     NEE150,362+3,437$30,803
Automatic Data Proc 186,135 -7,010 $30,774
     ADP186,135-7,010$30,774
Honeywell International 163,990 -2,614 $28,631
     HON163,990-2,614$28,631
Pfizer 649,563 -228,271 $28,139
     PFE649,563-228,271$28,139
Chevron 223,311 -6,464 $27,788
     CVX223,311-6,464$27,788
Walt Disney 198,791 -2,994 $27,759
     DIS198,791-2,994$27,759
Raytheon 157,003 -4,502 $27,300
     RTN157,003-4,502$27,300
Alphabet Class C 24,928 -2,860 $26,945
     GOOG24,928-2,860$26,945
iShares MSCI EAFE (EFA) 408,378 +408,378 $26,843
     EFA408,378+408,378$26,843
iShares Russell 2000 Index (IWM) 170,120 +170,120 $26,454
     IWM170,120+170,120$26,454
SPDR S&P 500 (SPY) 82,679 +82,679 $24,225
     SPY82,679+82,679$24,225
Air Prod. & Chemical 106,954 -3,135 $24,211
     APD106,954-3,135$24,211
AT&T 698,334 -12,101 $23,401
     T698,334-12,101$23,401
Allergan 138,162 -6,464 $23,132
     AGN138,162-6,464$23,132
Coca Cola 451,427 -3,280 $22,987
     KO451,427-3,280$22,987
Facebook 114,523 +10,936 $22,103
     FB114,523+10,936$22,103
iShares MSCI ACWI Ex US (ACWX) 464,178 +464,178 $21,705
     ACWX464,178+464,178$21,705
Broadridge Financial Solutions 168,974 -4,015 $21,575
     BR168,974-4,015$21,575
Danaher 146,815 -14,660 $20,983
     DHR146,815-14,660$20,983
Fidelity National Information 169,995 +4,956 $20,854
     FIS169,995+4,956$20,854
Chubb Limited 139,684 -17,238 $20,574
     CB139,684-17,238$20,574
Intercontinental Exchange Grou (ICE) 238,634 +14,423 $20,508
     ICE238,634+14,423$20,508
Marsh & McLennan 198,736 -4,337 $19,824
     MMC198,736-4,337$19,824
Intel 408,959 -9,519 $19,577
     INTC408,959-9,519$19,577
Boeing 51,774 +4,772 $18,846
     BA51,774+4,772$18,846
Alphabet Class A 17,043 -1,064 $18,454
     GOOGL17,043-1,064$18,454
Valero Energy 212,122 +42,132 $18,160
     VLO212,122+42,132$18,160
Cisco Systems 328,029 -20,744 $17,953
     CSCO328,029-20,744$17,953
BlackRock 37,550 -2,992 $17,622
     BLK37,550-2,992$17,622
iShares S&P SmallCap 600 Index (IJR) 224,981 +224,981 $17,612
     IJR224,981+224,981$17,612

See Full List: All Stocks Held By Boston Private Wealth LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Boston Private Wealth LLC

Size ($ in 1000's)
At 06/30/2019: $2,977,306
At 03/31/2019: $2,531,661

Combined Holding Report Includes:
BOSTON PRIVATE WEALTH LLC
PINNACLE ASSOCIATES LTD
BlackRock Investment Management LLC
NORTH AMERICAN MANAGEMENT CORP
River Road Asset Management LLC

Boston Private Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Boston Private Wealth LLC 13F filings. Link to 13F filings: SEC filings

Boston Private Wealth LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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