Chief Compliance Officer

0001722436-20-000002.txt : 20200506 0001722436-20-000002.hdr.sgml : 20200506 20200506132640 ACCESSION NUMBER: 0001722436-20-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200506 DATE AS OF CHANGE: 20200506 EFFECTIVENESS DATE: 20200506 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Sawyer & Company, Inc CENTRAL INDEX KEY: 0001722436 IRS NUMBER: 042906044 STATE OF INCORPORATION: MA FISCAL YEAR END: 0131 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18195 FILM NUMBER: 20852071 BUSINESS ADDRESS: STREET 1: 50 CONGRESS STREET STREET 2: SUITE 520 CITY: BOSTON STATE: MA ZIP: 02109 BUSINESS PHONE: 617-227-7033 MAIL ADDRESS: STREET 1: 50 CONGRESS STREET STREET 2: SUITE 520 CITY: BOSTON STATE: MA ZIP: 02109 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001722436 XXXXXXXX 03-31-2020 03-31-2020 Sawyer & Company, Inc

50 CONGRESS STREET SUITE 520 BOSTON MA 02109

13F HOLDINGS REPORT 028-18195 N Ben Webber Chief Compliance Officer 6172277033 Ben Webber Boston MA 05-06-2020 0 169 125250 false INFORMATION TABLE 2 sawyer3-31-20.xml VANGUARD INDEX FDS S&P 500 ETF S&P 500 ETF SHS 922908363 878 3708 SH SOLE 0 0 878 VANGUARD INDEX FDS TOTAL STOCK TOTAL STOCK MKT 922908769 256 1983 SH SOLE 0 0 256 ISHARES TR S&P 500 GRWT ETF 464287309 181 1099 SH SOLE 0 0 181 ISHARES TR RUSSELL 2000 ETF 464287655 52 451 SH SOLE 0 0 52 ISHARES TR U.S. TECH ETF 464287721 47 229 SH SOLE 0 0 47 ISHARES TR GLOBAL TECH ETF 464287291 46 250 SH SOLE 0 0 46 ISHARES TR U.S. REAL ES ETF 464287739 23 330 SH SOLE 0 0 23 ISHARES TR US HLTHCARE ETF 464287762 14 75 SH SOLE 0 0 14 ISHARES TR GLOB HLTHCRE ETF 464287325 14 225 SH SOLE 0 0 14 VANGUARD WORLD FDS INF TECH ET INF TECH ETF 92204A702 12 58 SH SOLE 0 0 12 VANGUARD INDEX FDS VALUE ETF VALUE ETF 922908744 9 100 SH SOLE 0 0 9 ISHARES TR 1 3 YR TREAS BD 1 3 YR TREAS BD 464287457 6 65 SH SOLE 0 0 6 APPLE INC COM 037833100 8636 33962 SH SOLE 0 0 8636 MICROSOFT CORP COM 594918104 7208 45704 SH SOLE 0 0 7208 INTEL CORP COM 458140100 5004 92470 SH SOLE 0 0 5004 SYSCO CORP COM 871829107 4514 98920 SH SOLE 0 0 4514 TJX COMPANIES INC NEW COM 872540109 4176 87342 SH SOLE 0 0 4176 VERIZON COMMUNICATIONS INC COM 92343V104 4075 75845 SH SOLE 0 0 4075 JOHNSON & JOHNSON COM 478160104 3476 26507 SH SOLE 0 0 3476 AT&T INC COM 00206R102 3413 117081 SH SOLE 0 0 3413 PAYCHEX INC COM 704326107 3093 49162 SH SOLE 0 0 3093 AUTOMATIC DATA PROCESSING IN COM 053015103 2977 21778 SH SOLE 0 0 2977 TRAVELLERS COMPANIES INC COM 89417E109 2463 24796 SH SOLE 0 0 2463 AMGEN INC COM 031162100 2426 11968 SH SOLE 0 0 2426 UNITED PARCEL SERVICE INC COM 911312106 2233 23900 SH SOLE 0 0 2233 ABBOTT LABS COM 002824100 2130 26990 SH SOLE 0 0 2130 MEDTRONIC PLC SHS G5960L103 2105 23338 SH SOLE 0 0 2105 JPMORGAN CHASE & CO COM 46625H100 2056 22834 SH SOLE 0 0 2056 AMERISOUCEBERGEN CORP COM 03073E105 2038 23025 SH SOLE 0 0 2038 ORACLE CORP COM 68389X105 2017 41727 SH SOLE 0 0 2017 MERCK & CO INC COM 58933Y105 1892 24589 SH SOLE 0 0 1892 ALPHABET INC A CAP STK CL A 02079K305 1857 1598 SH SOLE 0 0 1857 VISA INC COM CL A 92826C839 1792 11120 SH SOLE 0 0 1792 HOME DEPOT INC COM 437076102 1771 9483 SH SOLE 0 0 1771 CISCO SYS INC COM 17275R102 1738 44200 SH SOLE 0 0 1738 CVS CAREMARK CORP COM 126650100 1591 26816 SH SOLE 0 0 1591 ABBVIE INC COM 00287Y109 1578 20705 SH SOLE 0 0 1578 CROWN CASTLE INTL CORP NEW COM 22822V101 1486 10290 SH SOLE 0 0 1486 COLGATE PALMOLIVE CO COM 194162103 1481 22320 SH SOLE 0 0 1481 DISNEY WALT CO COM DISNEY 254687106 1437 14879 SH SOLE 0 0 1437 CIGNA CORP NEW COM 125523100 1334 7528 SH SOLE 0 0 1334 INTERNATIONAL BUSINESS MACHS COM 459200101 1332 12010 SH SOLE 0 0 1332 CAMDEN PPTY TR SH BEN INT 133131102 1289 16265 SH SOLE 0 0 1289 EMERSON ELEC CO COM 291011104 1266 26562 SH SOLE 0 0 1266 EASTMAN CHEMICAL CO COM 277432100 1263 27115 SH SOLE 0 0 1263 COMCAST CORP NEW CL A 20030N101 1215 35330 SH SOLE 0 0 1215 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641 AMERICAN EXPRESS CO COM 025816109 605 7064 SH SOLE 0 0 605 CARDINAL HEALTH INC COM 14149Y108 563 11749 SH SOLE 0 0 563 FEDEX CORP COM 31428X106 547 4515 SH SOLE 0 0 547 SMUCKER J M CO COM 832696405 534 4808 SH SOLE 0 0 534 LABORATORY CORP AMER HLDGS COM NEW 50540R409 520 4118 SH SOLE 0 0 520 MASTERCARD INC CL A 57636Q104 510 2113 SH SOLE 0 0 510 EXXON MOBIL CORP COM 30231G102 510 13434 SH SOLE 0 0 510 QUEST DIAGNOSTICS INC COM 74834L100 482 6006 SH SOLE 0 0 482 KELLOGG CO COM 487836108 480 7996 SH SOLE 0 0 480 DOMINION ENERGY INC COM 25746U109 457 6327 SH SOLE 0 0 457 DOW INC COM 260557103 454 15518 SH SOLE 0 0 454 DUPONT DE NEMOURS INC COM 26614N102 444 13034 SH SOLE 0 0 444 ZOOM VIDEO COMMUNICATIONS INC CL A 98980L101 438 3000 SH SOLE 0 0 438 INTERNATIONAL FLAVORS&FRAGRANC COM 459506101 429 4205 SH SOLE 0 0 429 IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 414 41000 SH SOLE 0 0 414 UNITED THERAPEUTICS CORP DEL COM 91307C102 410 4324 SH SOLE 0 0 410 BANK AMER CORP COM 060505104 373 17574 SH SOLE 0 0 373 SOUTHERN CO COM 842587107 362 6690 SH SOLE 0 0 362 LOWES COS INC COM 548661107 357 4145 SH SOLE 0 0 357 BAXTER INTL INC COM 071813109 347 4280 SH SOLE 0 0 347 PEPSICO INC COM 713448108 334 2782 SH SOLE 0 0 334 WALGREENS BOOTS ALLIANCE INC COM 931427108 332 7249 SH SOLE 0 0 332 CONOCOPHILLIPS COM 20825C104 330 10708 SH SOLE 0 0 330 WALMART INC COM 931142103 317 2788 SH SOLE 0 0 317 CONSOLIDATED EDISON INC COM 209115104 312 4000 SH SOLE 0 0 312 WESTERN UN CO COM 959802109 305 16812 SH SOLE 0 0 305 WASTE MGMT INC DEL COM 94106L109 296 3200 SH SOLE 0 0 296 COSTCO WHSL CORP NEW COM 22160K105 240 840 SH SOLE 0 0 240 GENERAL MLS INC COM 370334104 234 4430 SH SOLE 0 0 234 ATLASSIAN CORP PLC CL A G06242104 226 1650 SH SOLE 0 0 226 EVERSOURCE ENERGY COM 30040W108 198 2530 SH SOLE 0 0 198 OCCIDENTAL PETE CORP COM 674599105 169 14559 SH SOLE 0 0 169 WEYERHAEUSER CO COM 962166104 166 9771 SH SOLE 0 0 166 MCKESSON CORP COM 58155Q103 161 1192 SH SOLE 0 0 161 STRYKER CORP COM 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38 METLIFE INC COM 59156R108 36 1174 SH SOLE 0 0 36 COCA COLA CO COM 191216100 33 749 SH SOLE 0 0 33 US BANCORP DEL COM NEW 902973304 29 850 SH SOLE 0 0 29 BAR HBR BANKSHARES COM 066849100 29 1650 SH SOLE 0 0 29 BERKSHIRE HATHAWAY INC DEL NEW CL B NEW 084670702 25 139 SH SOLE 0 0 25 NETFLIX INC COM 64110L106 24 65 SH SOLE 0 0 24 PPL CORP COM 69351T106 24 984 SH SOLE 0 0 24 AVALONBAY CMNTYS INC COM 053484101 23 158 SH SOLE 0 0 23 UNITED TECHNOLOGIES CORP COM 913017109 23 245 SH SOLE 0 0 23 PHILIP MORRIS INTL INC COM 718172109 22 300 SH SOLE 0 0 22 SCIENCE APPLICATNS INTL CP N COM 808625107 18 235 SH SOLE 0 0 18 HP INC COM 40434L105 17 1000 SH SOLE 0 0 17 LKQ CORP COM 501889208 16 800 SH SOLE 0 0 16 GETTY RLTY CORP NEW COM 374297109 12 506 SH SOLE 0 0 12 CYCLERION THERAPEUTICS INC COM 23255M105 11 4100 SH SOLE 0 0 11 YUM BRANDS INC COM 988498101 11 154 SH SOLE 0 0 11 HEWLETT PACKARD ENTERPRISE C COM 42824C109 10 1000 SH SOLE 0 0 10 DEVON ENERGY CORP NEW COM 25179M103 9 1276 SH SOLE 0 0 9 MRC GLOBAL INC COM 55345K103 9 2000 SH SOLE 0 0 9 TYSON FOODS INC CL A 902494103 7 125 SH SOLE 0 0 7 SYNCHRONY FINL COM 87165B103 7 423 SH SOLE 0 0 7 FOX CORP CL A COM 35137L105 6 255 SH SOLE 0 0 6 NIKE INC CL B 654106103 5 62 SH SOLE 0 0 5 STERICYCLE INC COM 858912108 5 104 SH SOLE 0 0 5 CVR PARTNERS LP COM 126633106 4 4315 SH SOLE 0 0 4 FREEPORT-MCMORAN INC CL B 35671D857 4 594 SH SOLE 0 0 4 ROSS STORES INC COM 778296103 4 41 SH SOLE 0 0 4 BECTON DICKINSON & CO COM 075887109 3 15 SH SOLE 0 0 3 NUVEEN QUALITY MUNCP INCOME COM 67066V101 2 149 SH SOLE 0 0 2 FORTIS INC COM 349553107 2 51 SH SOLE 0 0 2 REALTY INCOME CORP COM 756109104 2 39 SH SOLE 0 0 2 NEWS CORP NEW CL A 65249B109 2 191 SH SOLE 0 0 2 PHILLIPS 66 COM 718546104 2 31 SH SOLE 0 0 2 GERON CORP COM 374163103 2 1307 SH SOLE 0 0 2 SNAP ON INC COM 833034101 1 11 SH SOLE 0 0 1 GENERAL MTRS CO COM 37045V100 0 6 SH SOLE 0 0 0 EATON CORP PLC SHS G29183103 1553 19993 SH SOLE 0 0 1553 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 555 15921 SH SOLE 0 0 555 MONDELEZ INTL INC CL A 609207105 514 10259 SH SOLE 0 0 514 TOTAL S A SPONSORED ADR 89151E109 500 13423 SH SOLE 0 0 500 SUNCOR ENERGY INC NEW COM 867224107 407 25786 SH SOLE 0 0 407 BCE INC COM 05534B760 337 8255 SH SOLE 0 0 337 SCHLUMBERGER LTD COM 806857108 211 15638 SH SOLE 0 0 211 NOVARTIS AG SPONSORED ADR 66987V109 161 1953 SH SOLE 0 0 161 IMPERIAL OIL LTD COM 453038408 135 11946 SH SOLE 0 0 135 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 99 609 SH SOLE 0 0 99 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 83 6049 SH SOLE 0 0 83 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 53 1400 SH SOLE 0 0 53 BP PLC SPONSORED ADR 055622104 27 1104 SH SOLE 0 0 27 MANULIFE FINL CORP COM 56501R106 15 1206 SH SOLE 0 0 15 HSBC HLDGS PLC SPON ADR NEW 404280406 14 500 SH SOLE 0 0 14 YUM CHINA HLDS INC COM 98850P109 7 154 SH SOLE 0 0 7 WPP PLC NEW ADR 92937A102 1 22 SH SOLE 0 0 1