The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
3M CO | COM | 88579y101 | 425 | 3,285 | SH | SOLE | 3,285 | 0 | 0 | ||
ABBOTT LABS | COM | 002824100 | 15,981 | 147,089 | SH | SOLE | 147,089 | 0 | 0 | ||
ABBVIE INC | COM | 00287y109 | 1,232 | 8,041 | SH | SOLE | 8,041 | 0 | 0 | ||
ADOBE INC | COM | 00724f101 | 11,042 | 30,164 | SH | SOLE | 30,164 | 0 | 0 | ||
AIR PRODUCTS & CHEMICALS INC | COM | 009158106 | 750 | 3,120 | SH | SOLE | 3,120 | 0 | 0 | ||
ALPHABET INC CL A | COM | 02079k305 | 23,623 | 10,840 | SH | SOLE | 10,840 | 0 | 0 | ||
ALPHABET INC CL C | COM | 02079k107 | 1,011 | 462 | SH | SOLE | 462 | 0 | 0 | ||
AMAZON.COM INC | COM | 023135106 | 19,944 | 187,777 | SH | SOLE | 187,777 | 0 | 0 | ||
AMERICAN TOWER CORP REIT | COM | 03027x100 | 5,836 | 22,834 | SH | SOLE | 22,834 | 0 | 0 | ||
AMN HEALTHCARE SVCS INC | COM | 001744101 | 208 | 1,900 | SH | SOLE | 1,900 | 0 | 0 | ||
ANALOG DEVICES INC | COM | 032654105 | 470 | 3,214 | SH | SOLE | 3,214 | 0 | 0 | ||
ANGI INC CL A | COM | 00183l102 | 1,215 | 265,193 | SH | SOLE | 265,193 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 34,290 | 250,802 | SH | SOLE | 250,802 | 0 | 0 | ||
AUTOMATIC DATA PROCESSING INC | COM | 053015103 | 2,199 | 10,469 | SH | SOLE | 10,469 | 0 | 0 | ||
AUTOMATIC DATA PROCESSING INC | COM | 053015103 | 21 | 100 | SH | DFND | 100 | 0 | 0 | ||
BANK OF AMERICA CORP | COM | 060505104 | 15,538 | 499,133 | SH | SOLE | 499,133 | 0 | 0 | ||
BANK OF NOVA SCOTIA HALIFAX | COM | 064149107 | 355 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
BECTON DICKINSON | COM | 075887109 | 8,265 | 33,527 | SH | SOLE | 33,527 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC CL A | COM | 084670108 | 409 | 1 | SH | SOLE | 1 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC-CL B | COM | 084670702 | 933 | 3,418 | SH | SOLE | 3,418 | 0 | 0 | ||
BEYOND AIR INC | COM | 08862l103 | 234 | 35,020 | SH | SOLE | 35,020 | 0 | 0 | ||
BIOGEN INC | COM | 09062x103 | 417 | 2,044 | SH | SOLE | 2,044 | 0 | 0 | ||
BLACKROCK INC CL A | COM | 09247x101 | 7,009 | 11,508 | SH | SOLE | 11,508 | 0 | 0 | ||
BOEING CO | COM | 097023105 | 362 | 2,651 | SH | SOLE | 2,651 | 0 | 0 | ||
BRISTOL MYERS SQUIBB CO | COM | 110122108 | 10,718 | 139,201 | SH | SOLE | 139,201 | 0 | 0 | ||
BROADCOM INC | COM | 11135f101 | 10,708 | 22,041 | SH | SOLE | 22,041 | 0 | 0 | ||
CAMBRIDGE BANCORP | COM | 132152109 | 448 | 5,416 | SH | SOLE | 5,416 | 0 | 0 | ||
CANADIAN NATIONAL RAILWAY CO | COM | 136375102 | 473 | 4,210 | SH | SOLE | 4,210 | 0 | 0 | ||
CARRIER GLOBAL CORP | COM | 14448c104 | 231 | 6,470 | SH | SOLE | 6,470 | 0 | 0 | ||
CHECK POINT SOFTWARE TECH LTD | COM | m22465104 | 221 | 1,815 | SH | SOLE | 1,815 | 0 | 0 | ||
CHEVRON CORPORATION | COM | 166764100 | 764 | 5,276 | SH | SOLE | 5,276 | 0 | 0 | ||
CHURCH & DWIGHT INC | COM | 171340102 | 764 | 8,240 | SH | SOLE | 8,240 | 0 | 0 | ||
CISCO SYSTEMS INC | COM | 17275r102 | 488 | 11,454 | SH | SOLE | 11,454 | 0 | 0 | ||
COCA COLA CO | COM | 191216100 | 15,819 | 251,451 | SH | SOLE | 251,451 | 0 | 0 | ||
CORTEVA INC | COM | 22052l104 | 241 | 4,452 | SH | SOLE | 4,452 | 0 | 0 | ||
DANAHER CORP | COM | 235851102 | 6,146 | 24,243 | SH | SOLE | 24,243 | 0 | 0 | ||
DISNEY WALT CO NEW | COM | 254687106 | 5,443 | 57,656 | SH | SOLE | 57,656 | 0 | 0 | ||
DOW INC | COM | 260557103 | 250 | 4,835 | SH | SOLE | 4,835 | 0 | 0 | ||
DUPONT DE NEMOURS INC | COM | 26614n102 | 252 | 4,528 | SH | SOLE | 4,528 | 0 | 0 | ||
EASTERN BANKSHARES INC | COM | 27627n105 | 194 | 10,500 | SH | SOLE | 10,500 | 0 | 0 | ||
ECOLAB INC | COM | 278865100 | 5,351 | 34,803 | SH | SOLE | 34,803 | 0 | 0 | ||
EDWARDS LIFESCIENCES CORP | COM | 28176e108 | 503 | 5,285 | SH | SOLE | 5,285 | 0 | 0 | ||
EMERSON ELEC CO | COM | 291011104 | 951 | 11,958 | SH | SOLE | 11,958 | 0 | 0 | ||
ENERGY SELECT SECTOR SPDR | COM | 81369y506 | 15,426 | 215,715 | SH | SOLE | 215,715 | 0 | 0 | ||
EXXON MOBIL CORP | COM | 30231g102 | 3,333 | 38,918 | SH | SOLE | 38,918 | 0 | 0 | ||
FISERV INC | COM | 337738108 | 456 | 5,125 | SH | SOLE | 5,125 | 0 | 0 | ||
GENUINE PARTS CO | COM | 372460105 | 381 | 2,865 | SH | SOLE | 2,865 | 0 | 0 | ||
HEINEKEN HOLDING NV | COM | 00b0cch46 | 267 | 3,680 | SH | SOLE | 3,680 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 7,750 | 28,256 | SH | SOLE | 28,256 | 0 | 0 | ||
HONEYWELL INTERNATIONAL INC | COM | 438516106 | 11,256 | 64,760 | SH | SOLE | 64,760 | 0 | 0 | ||
ILLINOIS TOOL WKS INC | COM | 452308109 | 375 | 2,060 | SH | SOLE | 2,060 | 0 | 0 | ||
INTEL CORP | COM | 458140100 | 989 | 26,432 | SH | SOLE | 26,432 | 0 | 0 | ||
INTERCONTINENTAL EXCHANGE INC | COM | 45866f104 | 8,590 | 91,344 | SH | SOLE | 91,344 | 0 | 0 | ||
INTL. BUSINESS MACHINES CORP | COM | 459200101 | 11,312 | 80,120 | SH | SOLE | 80,120 | 0 | 0 | ||
INTUIT INC | COM | 461202103 | 757 | 1,963 | SH | SOLE | 1,963 | 0 | 0 | ||
ISHARES 7-10 YEAR TREASURY B | COM | 464287440 | 332 | 3,243 | SH | SOLE | 3,243 | 0 | 0 | ||
ISHARES BIOTECHNOLOGY ETF | COM | 464287556 | 6,834 | 58,099 | SH | SOLE | 58,099 | 0 | 0 | ||
ISHARES CORE S&P MID-CAP ETF | COM | 464287507 | 12,934 | 57,170 | SH | SOLE | 57,170 | 0 | 0 | ||
ISHARES CORE S&P TOTAL U.S. | COM | 464287150 | 6,162 | 73,553 | SH | SOLE | 73,553 | 0 | 0 | ||
ISHARES GOLD TRUST | COM | 464285204 | 49,290 | 1,436,601 | SH | SOLE | 1,436,601 | 0 | 0 | ||
ISHARES MSCI KLD 400 SOCIAL ETF | COM | 464288570 | 876 | 12,177 | SH | SOLE | 12,177 | 0 | 0 | ||
JOHNSON & JOHNSON | COM | 478160104 | 19,811 | 111,606 | SH | SOLE | 111,606 | 0 | 0 | ||
JP MORGAN CHASE & CO | COM | 46625h100 | 14,148 | 125,640 | SH | SOLE | 125,640 | 0 | 0 | ||
JPM ULTRA-SHORT MUNI INCOME | COM | 46641q654 | 248 | 4,905 | SH | SOLE | 4,905 | 0 | 0 | ||
JPMORGAN ULTRA-SHORT INCOME ETF | COM | 46641q837 | 248 | 4,943 | SH | SOLE | 4,943 | 0 | 0 | ||
LAUDER ESTEE COS CL-A | COM | 518439104 | 204 | 800 | SH | SOLE | 800 | 0 | 0 | ||
LILLY ELI & CO | COM | 532457108 | 847 | 2,612 | SH | SOLE | 2,612 | 0 | 0 | ||
LINDE PLC | COM | g5494j103 | 14,639 | 50,914 | SH | SOLE | 50,914 | 0 | 0 | ||
LOWES COS INC | COM | 548661107 | 35 | 200 | SH | DFND | 200 | 0 | 0 | ||
MASTERCARD INC CL A | COM | 57636q104 | 909 | 2,882 | SH | SOLE | 2,882 | 0 | 0 | ||
MCDONALDS CORP | COM | 580135101 | 989 | 4,007 | SH | SOLE | 4,007 | 0 | 0 | ||
MERCK & CO INC | COM | 58933y105 | 18,678 | 204,873 | SH | SOLE | 204,873 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 39,111 | 152,285 | SH | SOLE | 152,285 | 0 | 0 | ||
NESTLE SA SPONS ADR | COM | 641069406 | 10,481 | 90,052 | SH | SOLE | 90,052 | 0 | 0 | ||
NEXTERA ENERGY INC | COM | 65339f101 | 18,287 | 236,080 | SH | SOLE | 236,080 | 0 | 0 | ||
NVIDIA CORP | COM | 67066g104 | 10,590 | 69,860 | SH | SOLE | 69,860 | 0 | 0 | ||
OTIS WORLDWIDE CORP | COM | 68902v107 | 228 | 3,226 | SH | SOLE | 3,226 | 0 | 0 | ||
PAYPAL HOLDINGS INC | COM | 70450y103 | 5,230 | 74,884 | SH | SOLE | 74,884 | 0 | 0 | ||
PEPSICO INC | COM | 713448108 | 15,284 | 91,705 | SH | SOLE | 91,705 | 0 | 0 | ||
PEPSICO INC | COM | 713448108 | 17 | 100 | SH | DFND | 100 | 0 | 0 | ||
PFIZER INC | COM | 717081103 | 1,097 | 20,928 | SH | SOLE | 20,928 | 0 | 0 | ||
PFIZER INC | COM | 717081103 | 79 | 1,511 | SH | DFND | 1,511 | 0 | 0 | ||
PIMCO ACTIVE BOND ETF | COM | 72201r775 | 649 | 6,811 | SH | SOLE | 6,811 | 0 | 0 | ||
PNC FINANCIAL SERVICES GROUP | COM | 693475105 | 618 | 3,918 | SH | SOLE | 3,918 | 0 | 0 | ||
PROCTER & GAMBLE CO | COM | 742718109 | 16,333 | 113,589 | SH | SOLE | 113,589 | 0 | 0 | ||
PROLOGIS INC REIT | COM | 74340w103 | 6,698 | 56,929 | SH | SOLE | 56,929 | 0 | 0 | ||
PROMIS NEUROSCIENCES INC | COM | 00bymxsm2 | 467 | 73,500 | SH | SOLE | 73,500 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 215 | 1,680 | SH | SOLE | 1,680 | 0 | 0 | ||
RAYTHEON TECHNOLOGIES CORP | COM | 75513e101 | 741 | 7,711 | SH | SOLE | 7,711 | 0 | 0 | ||
RIO TINTO PLC SPONS ADR | COM | 767204100 | 4,069 | 66,701 | SH | SOLE | 66,701 | 0 | 0 | ||
ROPER TECHNOLOGIES INC | COM | 776696106 | 219 | 555 | SH | SOLE | 555 | 0 | 0 | ||
ROYAL BANK OF CANADA | COM | 780087102 | 542 | 5,600 | SH | SOLE | 5,600 | 0 | 0 | ||
SALESFORCE INC | COM | 79466l302 | 7,293 | 44,189 | SH | SOLE | 44,189 | 0 | 0 | ||
SPDR BLACKSTONE SENIOR LOAN ETF | COM | 78467v608 | 203 | 4,867 | SH | SOLE | 4,867 | 0 | 0 | ||
SPDR DOUBLELINE TR TACT ETF | COM | 78467v848 | 270 | 6,402 | SH | SOLE | 6,402 | 0 | 0 | ||
SPDR GOLD TRUST | COM | 78463v107 | 896 | 5,318 | SH | SOLE | 5,318 | 0 | 0 | ||
STARBUCKS CORP | COM | 855244109 | 273 | 3,580 | SH | SOLE | 3,580 | 0 | 0 | ||
STATE STREET CORP | COM | 857477103 | 327 | 5,305 | SH | SOLE | 5,305 | 0 | 0 | ||
STRYKER CORPORATION | COM | 863667101 | 726 | 3,648 | SH | SOLE | 3,648 | 0 | 0 | ||
TARGET CORP | COM | 87612e106 | 359 | 2,540 | SH | SOLE | 2,540 | 0 | 0 | ||
TJX COS INC | COM | 872540109 | 7,909 | 141,614 | SH | SOLE | 141,614 | 0 | 0 | ||
TYHEE GOLD CORP | COM | 00b3bk3m2 | 42 | 5,194,000 | SH | SOLE | 5,194,000 | 0 | 0 | ||
UNION PAC CORP | COM | 907818108 | 17,261 | 80,930 | SH | SOLE | 80,930 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324p102 | 14,536 | 28,300 | SH | SOLE | 28,300 | 0 | 0 | ||
US BANCORP NEW | COM | 902973304 | 639 | 13,889 | SH | SOLE | 13,889 | 0 | 0 | ||
VANGUARD DIVIDEND APPREC ETF | COM | 921908844 | 6,819 | 47,531 | SH | SOLE | 47,531 | 0 | 0 | ||
VANGUARD FTSE EMERGING MARKETS ETF | COM | 922042858 | 13,583 | 326,118 | SH | SOLE | 326,118 | 0 | 0 | ||
VANGUARD INFO TECH ETF | COM | 92204a702 | 212 | 650 | SH | SOLE | 650 | 0 | 0 | ||
VANGUARD SHORT TERM CORP BOND ETF | COM | 92206c409 | 376 | 4,929 | SH | SOLE | 4,929 | 0 | 0 | ||
VERIZON COMMUNICATIONS | COM | 92343v104 | 11,285 | 222,366 | SH | SOLE | 222,366 | 0 | 0 | ||
VISA INC CL A | COM | 92826c839 | 12,453 | 63,250 | SH | SOLE | 63,250 | 0 | 0 | ||
WALMART INC | COM | 931142103 | 10,012 | 82,348 | SH | SOLE | 82,348 | 0 | 0 | ||
WEYERHAEUSER CO REIT | COM | 962166104 | 533 | 16,106 | SH | SOLE | 16,106 | 0 | 0 | ||
WI2WI CORP | COM | 00b973xc7 | 14 | 518,500 | SH | SOLE | 518,500 | 0 | 0 | ||
XYLEM INC | COM | 98419m100 | 7,538 | 96,421 | SH | SOLE | 96,421 | 0 | 0 | ||
YUM BRANDS INC | COM | 988498101 | 367 | 3,235 | SH | SOLE | 3,235 | 0 | 0 | ||
ZOETIS INC | COM | 98978v103 | 14,688 | 85,450 | SH | SOLE | 85,450 | 0 | 0 | ||
ZOETIS INC | COM | 98978v103 | 82 | 476 | SH | DFND | 476 | 0 | 0 |