Choate Investment Advisors
Latest statistics and disclosures from Choate Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, RSP, MUB, MSFT, SPYX, and represent 53.92% of Choate Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$349M), NVDA (+$54M), MSFT (+$47M), AMZN (+$36M), PG (+$35M), AAPL (+$29M), IJR (+$27M), MUB (+$26M), GOOGL (+$26M), HD (+$23M).
- Started 76 new stock positions in MGK, VOE, IUSV, TER, CRSP, VXF, FIX, CMI, SJNK, HHH.
- Reduced shares in these 10 stocks: RSP (-$138M), IEMG (-$118M), BIL (-$63M), , AGG (-$22M), AMAT, MU, CLF, , ORLY.
- Sold out of its positions in OGIG, ALGN, AWF, SAN, BHP, BXMT, AZTA, KMX, CRS, CRL.
- Choate Investment Advisors was a net buyer of stock by $701M.
- Choate Investment Advisors has $3.7B in assets under management (AUM), dropping by 45.65%.
- Central Index Key (CIK): 0001399794
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Portfolio Holdings for Choate Investment Advisors
Choate Investment Advisors holds 405 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 37.7 | $1.4B | +33% | 2.7M | 525.73 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 5.4 | $200M | -40% | 1.2M | 169.37 |
|
| Ishares Tr National Mun Etf (MUB) | 4.1 | $154M | +20% | 1.4M | 107.60 |
|
| Microsoft Corporation (MSFT) | 3.5 | $131M | +55% | 310k | 420.72 |
|
| Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 3.2 | $118M | 2.7M | 42.80 |
|
|
| Apple (AAPL) | 2.7 | $101M | +40% | 588k | 171.48 |
|
| NVIDIA Corporation (NVDA) | 2.2 | $81M | +199% | 89k | 903.56 |
|
| Amazon (AMZN) | 1.9 | $70M | +102% | 388k | 180.38 |
|
| Procter & Gamble Company (PG) | 1.4 | $52M | +205% | 323k | 162.25 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.4 | $50M | +18% | 96k | 523.07 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $49M | +112% | 321k | 150.93 |
|
| Home Depot (HD) | 1.3 | $48M | +96% | 124k | 383.60 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.0 | $38M | +259% | 343k | 110.52 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $31M | +42% | 204k | 152.26 |
|
| Johnson & Johnson (JNJ) | 0.8 | $30M | +106% | 187k | 158.19 |
|
| Visa Com Cl A (V) | 0.8 | $29M | +326% | 104k | 279.08 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $29M | +8% | 68k | 420.52 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $25M | +192% | 98k | 259.90 |
|
| Pepsi (PEP) | 0.7 | $25M | +202% | 144k | 175.01 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $23M | 117k | 200.30 |
|
|
| Canadian Natl Ry (CNI) | 0.5 | $20M | +862% | 155k | 131.71 |
|
| Abbott Laboratories (ABT) | 0.5 | $20M | +39% | 176k | 113.66 |
|
| Thermo Fisher Scientific (TMO) | 0.5 | $19M | +144% | 33k | 581.21 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.5 | $18M | NEW | 168k | 104.73 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.5 | $17M | +247% | 343k | 50.17 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $17M | 27.00 | 634440.00 |
|
|
| Aptar (ATR) | 0.4 | $17M | +1775% | 115k | 143.89 |
|
| Spdr Ser Tr Bloomberg 3-12 M (BILS) | 0.4 | $16M | +65% | 163k | 99.42 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $15M | +8% | 20k | 777.96 |
|
| TJX Companies (TJX) | 0.4 | $15M | +49% | 150k | 101.42 |
|
| Nike CL B (NKE) | 0.4 | $15M | +315% | 158k | 93.98 |
|
| Edwards Lifesciences (EW) | 0.4 | $15M | +2000% | 154k | 95.56 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $14M | +80% | 30k | 481.57 |
|
| American Express Company (AXP) | 0.4 | $14M | 61k | 227.69 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $13M | +7% | 40k | 337.05 |
|
| UnitedHealth (UNH) | 0.4 | $13M | +30% | 27k | 494.71 |
|
| Meta Platforms Cl A (META) | 0.4 | $13M | +72% | 27k | 485.58 |
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| Fiserv (FI) | 0.4 | $13M | +239% | 81k | 159.82 |
|
| Wal-Mart Stores (WMT) | 0.3 | $13M | +540% | 213k | 60.17 |
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| Abbvie (ABBV) | 0.3 | $13M | -6% | 69k | 182.10 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $13M | -63% | 127k | 97.94 |
|
| Emerson Electric (EMR) | 0.3 | $11M | +341% | 101k | 113.42 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $11M | +7% | 95k | 116.24 |
|
| Union Pacific Corporation (UNP) | 0.3 | $11M | +129% | 45k | 245.93 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $11M | +22660% | 180k | 60.74 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $11M | +23% | 24k | 444.01 |
|
| Danaher Corporation (DHR) | 0.3 | $11M | +94% | 43k | 249.72 |
|
| Merck & Co (MRK) | 0.3 | $11M | +5% | 81k | 131.95 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $11M | +77% | 22k | 480.70 |
|
| Alcon Ord Shs (ALC) | 0.3 | $10M | +1150% | 120k | 83.29 |
|
| Texas Instruments Incorporated (TXN) | 0.3 | $9.6M | +99% | 55k | 174.21 |
|
| Automatic Data Processing (ADP) | 0.3 | $9.6M | +3% | 38k | 249.74 |
|
| Enterprise Products Partners (EPD) | 0.3 | $9.4M | +309% | 323k | 29.18 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $9.4M | +33% | 51k | 182.61 |
|
| Keurig Dr Pepper (KDP) | 0.3 | $9.3M | +3216% | 303k | 30.67 |
|
| Walt Disney Company (DIS) | 0.2 | $9.1M | +52% | 74k | 122.36 |
|
| Ecolab (ECL) | 0.2 | $8.8M | +530% | 38k | 230.90 |
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| ConocoPhillips (COP) | 0.2 | $8.7M | +834% | 69k | 127.28 |
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| Linde SHS (LIN) | 0.2 | $8.4M | +125% | 18k | 464.32 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $8.2M | -9% | 142k | 58.07 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $8.1M | 39k | 205.72 |
|
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| Charles Schwab Corporation (SCHW) | 0.2 | $7.9M | +72% | 110k | 72.34 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.2 | $7.9M | -88% | 86k | 91.80 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $7.8M | +194% | 71k | 110.50 |
|
| Waste Connections (WCN) | 0.2 | $7.8M | +549% | 45k | 172.01 |
|
| Honeywell International (HON) | 0.2 | $7.8M | +72% | 38k | 205.25 |
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| Barnes (B) | 0.2 | $7.7M | -19% | 206k | 37.15 |
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| Ameriprise Financial (AMP) | 0.2 | $7.4M | 17k | 438.44 |
|
|
| General Mills (GIS) | 0.2 | $6.7M | +7% | 97k | 69.97 |
|
| American Tower Reit (AMT) | 0.2 | $6.7M | +230% | 34k | 197.59 |
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| EOG Resources (EOG) | 0.2 | $6.6M | +92% | 52k | 127.84 |
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| Tyler Technologies (TYL) | 0.2 | $6.6M | NEW | 16k | 425.01 |
|
| McDonald's Corporation (MCD) | 0.2 | $6.5M | 23k | 281.95 |
|
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| Canadian Pacific Kansas City (CP) | 0.2 | $6.3M | +147% | 72k | 88.17 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $6.2M | +22% | 8.5k | 732.63 |
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| Starbucks Corporation (SBUX) | 0.2 | $6.2M | +103% | 68k | 91.39 |
|
| Cisco Systems (CSCO) | 0.2 | $6.2M | +7% | 123k | 49.91 |
|
| Chevron Corporation (CVX) | 0.2 | $5.8M | +46% | 37k | 157.74 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $5.8M | +396% | 69k | 83.58 |
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $5.7M | -95% | 110k | 51.60 |
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $5.7M | +482% | 44k | 128.40 |
|
| Applied Materials (AMAT) | 0.1 | $5.4M | -46% | 26k | 206.23 |
|
| Intel Corporation (INTC) | 0.1 | $5.3M | -9% | 120k | 44.17 |
|
| S&p Global (SPGI) | 0.1 | $5.3M | +25% | 12k | 425.45 |
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| Amgen (AMGN) | 0.1 | $5.1M | 18k | 284.32 |
|
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $5.0M | +41% | 37k | 136.05 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $5.0M | +8% | 14k | 346.61 |
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| PAR Technology Corporation (PAR) | 0.1 | $4.9M | +1641% | 108k | 45.36 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $4.8M | +6% | 33k | 147.73 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $4.7M | 14k | 344.20 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $4.7M | NEW | 24k | 191.88 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $4.7M | +16% | 37k | 125.96 |
|
| Gra (GGG) | 0.1 | $4.6M | NEW | 49k | 93.46 |
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| Oracle Corporation (ORCL) | 0.1 | $4.4M | +30% | 35k | 125.61 |
|
| Allstate Corporation (ALL) | 0.1 | $4.2M | 25k | 173.01 |
|
|
| Vontier Corporation (VNT) | 0.1 | $4.1M | NEW | 90k | 45.36 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $4.1M | -3% | 51k | 79.86 |
|
| Pfizer (PFE) | 0.1 | $4.1M | -10% | 146k | 27.75 |
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| Mettler-Toledo International (MTD) | 0.1 | $4.0M | +165% | 3.0k | 1331.29 |
|
| Coca-Cola Company (KO) | 0.1 | $4.0M | 65k | 61.18 |
|
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| Stryker Corporation (SYK) | 0.1 | $4.0M | 11k | 357.87 |
|
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $3.9M | +23% | 49k | 80.63 |
|
| Lowe's Companies (LOW) | 0.1 | $3.9M | +35% | 15k | 254.73 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $3.8M | +7% | 7.6k | 504.60 |
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $3.8M | NEW | 14k | 270.52 |
|
| J&J Snack Foods (JJSF) | 0.1 | $3.7M | NEW | 25k | 144.56 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $3.6M | +29% | 48k | 74.22 |
|
| AFLAC Incorporated (AFL) | 0.1 | $3.6M | +6% | 42k | 85.86 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $3.6M | 49k | 73.29 |
|
|
| Novartis Sponsored Adr (NVS) | 0.1 | $3.5M | +144% | 36k | 96.73 |
|
| Nextera Energy (NEE) | 0.1 | $3.5M | +19% | 54k | 63.91 |
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| Progress Software Corporation (PRGS) | 0.1 | $3.3M | 62k | 53.31 |
|
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| Raytheon Technologies Corp (RTX) | 0.1 | $3.2M | -21% | 33k | 97.53 |
|
| Caterpillar (CAT) | 0.1 | $3.2M | +51% | 8.7k | 366.43 |
|
| Broadcom (AVGO) | 0.1 | $3.1M | +5% | 2.4k | 1325.41 |
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| Qualcomm (QCOM) | 0.1 | $3.0M | -29% | 18k | 169.30 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $2.9M | NEW | 25k | 115.30 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $2.9M | NEW | 24k | 120.99 |
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| Old Dominion Freight Line (ODFL) | 0.1 | $2.9M | NEW | 13k | 219.32 |
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| General Electric Com New (GE) | 0.1 | $2.8M | +11% | 16k | 175.53 |
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| CVS Caremark Corporation (CVS) | 0.1 | $2.8M | -7% | 35k | 79.76 |
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| Deere & Company (DE) | 0.1 | $2.7M | -26% | 6.5k | 410.74 |
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| Analog Devices (ADI) | 0.1 | $2.7M | +4% | 14k | 197.79 |
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| Ishares Tr Cohen Steer Reit (ICF) | 0.1 | $2.6M | +4778% | 45k | 57.70 |
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| Illinois Tool Works (ITW) | 0.1 | $2.5M | 9.3k | 268.33 |
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| Bristol Myers Squibb (BMY) | 0.1 | $2.4M | -3% | 45k | 54.23 |
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| Tesla Motors (TSLA) | 0.1 | $2.4M | -38% | 14k | 175.79 |
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| Wells Fargo & Company (WFC) | 0.1 | $2.4M | -6% | 42k | 57.96 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $2.4M | 11k | 213.31 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $2.4M | NEW | 20k | 116.84 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $2.3M | +163% | 24k | 94.89 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $2.3M | +107% | 9.9k | 228.58 |
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| Bank of America Corporation (BAC) | 0.1 | $2.2M | +16% | 59k | 37.92 |
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| International Business Machines (IBM) | 0.1 | $2.2M | +21% | 12k | 190.96 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $2.2M | -7% | 11k | 201.50 |
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| Spdr Ser Tr S&p Homebuild (XHB) | 0.1 | $2.2M | NEW | 20k | 111.59 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $2.2M | NEW | 32k | 67.34 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $2.1M | +2474% | 16k | 137.22 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $2.1M | +46% | 5.1k | 418.01 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $2.1M | 25k | 84.44 |
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| 3M Company (MMM) | 0.1 | $2.1M | -10% | 20k | 106.07 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $2.1M | +2168% | 24k | 86.48 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $2.1M | +23% | 11k | 183.89 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.1 | $2.0M | 56k | 35.80 |
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| Boeing Company (BA) | 0.1 | $2.0M | +8% | 10k | 192.99 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.9M | +120% | 12k | 162.86 |
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| Vaneck Etf Trust Agribusiness Etf (MOO) | 0.1 | $1.9M | NEW | 26k | 75.13 |
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| Travelers Companies (TRV) | 0.1 | $1.9M | +3% | 8.3k | 230.14 |
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| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.1 | $1.9M | -9% | 13k | 148.44 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $1.9M | +14225% | 29k | 65.65 |
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| Unilever Spon Adr New (UL) | 0.1 | $1.9M | +74% | 37k | 50.19 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $1.8M | -44% | 13k | 131.37 |
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| Lam Research Corporation (LRCX) | 0.0 | $1.8M | 1.8k | 971.57 |
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| Kroger (KR) | 0.0 | $1.7M | -2% | 30k | 57.13 |
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| BlackRock (BLK) | 0.0 | $1.7M | -10% | 2.0k | 833.70 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $1.6M | -3% | 38k | 43.35 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $1.6M | +9% | 7.4k | 210.31 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $1.5M | 37k | 41.77 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $1.5M | NEW | 6.0k | 249.86 |
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| Air Products & Chemicals (APD) | 0.0 | $1.5M | +37% | 6.1k | 242.27 |
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| Intuit (INTU) | 0.0 | $1.5M | +15% | 2.3k | 650.00 |
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| Dover Corporation (DOV) | 0.0 | $1.5M | +2% | 8.3k | 177.19 |
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| Roper Industries (ROP) | 0.0 | $1.4M | +47% | 2.5k | 560.84 |
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| PNC Financial Services (PNC) | 0.0 | $1.4M | +4% | 8.8k | 161.60 |
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| Kkr & Co (KKR) | 0.0 | $1.4M | 14k | 100.58 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $1.4M | +271% | 18k | 76.36 |
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| Constellation Brands Cl A (STZ) | 0.0 | $1.4M | 5.0k | 271.76 |
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| Paychex (PAYX) | 0.0 | $1.3M | +35% | 11k | 122.80 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $1.3M | 2.7k | 478.66 |
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| Goldman Sachs (GS) | 0.0 | $1.3M | 3.1k | 417.69 |
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| salesforce (CRM) | 0.0 | $1.3M | -59% | 4.3k | 301.18 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $1.3M | NEW | 8.1k | 155.91 |
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| Eaton Corp SHS (ETN) | 0.0 | $1.3M | +13% | 4.0k | 312.68 |
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| Yum! Brands (YUM) | 0.0 | $1.2M | -3% | 9.0k | 138.65 |
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| Skyworks Solutions (SWKS) | 0.0 | $1.2M | -23% | 11k | 108.32 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $1.2M | +6% | 422.00 | 2906.77 |
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| Nucor Corporation (NUE) | 0.0 | $1.2M | -4% | 6.1k | 197.90 |
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| Global X Fds S&p 500 Catholic (CATH) | 0.0 | $1.2M | -5% | 19k | 63.64 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $1.2M | -2% | 14k | 84.09 |
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| Vanguard World Materials Etf (VAW) | 0.0 | $1.2M | NEW | 5.8k | 204.43 |
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| Hologic (HOLX) | 0.0 | $1.2M | -3% | 15k | 77.96 |
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| McKesson Corporation (MCK) | 0.0 | $1.2M | 2.2k | 536.85 |
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| American Water Works (AWK) | 0.0 | $1.2M | -24% | 9.5k | 122.21 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $1.2M | 6.4k | 179.11 |
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| Palo Alto Networks (PANW) | 0.0 | $1.1M | +34% | 4.0k | 284.13 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $1.1M | -2% | 4.0k | 288.03 |
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| Verizon Communications (VZ) | 0.0 | $1.1M | -4% | 27k | 41.96 |
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| Waste Management (WM) | 0.0 | $1.1M | +28% | 5.3k | 213.16 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $1.1M | +741% | 10k | 110.13 |
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| IDEXX Laboratories (IDXX) | 0.0 | $1.1M | +2% | 2.0k | 539.93 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $1.1M | 12k | 94.66 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $1.1M | -12% | 2.0k | 556.40 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $1.1M | +4% | 2.1k | 524.34 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $1.1M | 5.3k | 208.27 |
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| Prologis (PLD) | 0.0 | $1.1M | +33% | 8.2k | 130.22 |
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| Netflix (NFLX) | 0.0 | $1.1M | -24% | 1.7k | 607.33 |
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| Discover Financial Services (DFS) | 0.0 | $1.0M | +33% | 7.8k | 131.09 |
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| Norfolk Southern (NSC) | 0.0 | $1.0M | +27% | 4.0k | 254.87 |
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| SYSCO Corporation (SYY) | 0.0 | $1.0M | 13k | 81.18 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $1.0M | -50% | 10k | 100.71 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $1.0M | +119% | 4.9k | 205.98 |
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| Rollins (ROL) | 0.0 | $993k | NEW | 22k | 46.27 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $981k | NEW | 14k | 71.35 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $969k | -36% | 1.7k | 555.79 |
|
| Cintas Corporation (CTAS) | 0.0 | $958k | 1.4k | 687.03 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $930k | +2% | 9.9k | 94.16 |
|
| GSK Sponsored Adr (GSK) | 0.0 | $924k | -8% | 22k | 42.87 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $907k | 3.8k | 239.76 |
|
|
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.0 | $887k | NEW | 35k | 25.22 |
|
| Genuine Parts Company (GPC) | 0.0 | $881k | +44% | 5.7k | 154.93 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $877k | 3.5k | 252.31 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $876k | -6% | 5.9k | 148.63 |
|
| AutoZone (AZO) | 0.0 | $873k | +250% | 277.00 | 3151.65 |
|
| O'reilly Automotive (ORLY) | 0.0 | $870k | -68% | 771.00 | 1128.88 |
|
| Chubb (CB) | 0.0 | $865k | +15% | 3.3k | 259.13 |
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $839k | +469% | 5.9k | 142.58 |
|
| Liberty Media Corp Del Com Lbty Srm S C (LSXMK) | 0.0 | $838k | NEW | 28k | 29.71 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $835k | +22% | 860.00 | 970.47 |
|
| Icon SHS (ICLR) | 0.0 | $830k | 2.5k | 335.95 |
|
|
| Schlumberger Com Stk (SLB) | 0.0 | $826k | -61% | 15k | 54.81 |
|
| Carrier Global Corporation (CARR) | 0.0 | $817k | -30% | 14k | 58.13 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $816k | 9.1k | 90.05 |
|
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $769k | 22k | 34.88 |
|
|
| CSX Corporation (CSX) | 0.0 | $762k | +23% | 21k | 37.07 |
|
| Becton, Dickinson and (BDX) | 0.0 | $755k | -14% | 3.1k | 247.45 |
|
| Quanta Services (PWR) | 0.0 | $753k | +3% | 2.9k | 259.80 |
|
| MarketAxess Holdings (MKTX) | 0.0 | $753k | NEW | 3.4k | 219.25 |
|
| L3harris Technologies (LHX) | 0.0 | $750k | -21% | 3.5k | 213.10 |
|
| Progressive Corporation (PGR) | 0.0 | $750k | 3.6k | 206.82 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $748k | +29% | 6.1k | 123.18 |
|
| Zoetis Cl A (ZTS) | 0.0 | $729k | -13% | 4.3k | 169.21 |
|
| General Dynamics Corporation (GD) | 0.0 | $728k | -61% | 2.6k | 282.49 |
|
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.0 | $721k | 14k | 50.86 |
|
|
| Moody's Corporation (MCO) | 0.0 | $719k | 1.8k | 393.03 |
|
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $715k | NEW | 3.5k | 204.14 |
|
| Gilead Sciences (GILD) | 0.0 | $713k | -3% | 9.7k | 73.25 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $696k | +3% | 9.9k | 70.00 |
|
| Williams-Sonoma (WSM) | 0.0 | $693k | 2.2k | 317.53 |
|
|
| FedEx Corporation (FDX) | 0.0 | $675k | NEW | 2.3k | 289.74 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $669k | -20% | 5.0k | 135.06 |
|
| Rockwell Automation (ROK) | 0.0 | $663k | -3% | 2.3k | 291.33 |
|
| eBay (EBAY) | 0.0 | $654k | -6% | 12k | 52.78 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $649k | -61% | 1.4k | 454.87 |
|
| Dupont De Nemours (DD) | 0.0 | $645k | 8.4k | 76.67 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $630k | NEW | 2.2k | 286.57 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $625k | -32% | 6.0k | 103.79 |
|
| Target Corporation (TGT) | 0.0 | $612k | -5% | 3.5k | 177.21 |
|
| At&t (T) | 0.0 | $610k | 35k | 17.60 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $605k | -2% | 13k | 47.02 |
|
| Cigna Corp (CI) | 0.0 | $600k | 1.7k | 363.19 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $600k | +12% | 3.3k | 180.49 |
|
| Globe Life (GL) | 0.0 | $588k | +3% | 5.1k | 116.37 |
|
| Republic Services (RSG) | 0.0 | $586k | +93% | 3.1k | 191.46 |
|
| State Street Corporation (STT) | 0.0 | $584k | +22% | 7.5k | 77.32 |
|
| Encore Wire Corporation (WIRE) | 0.0 | $575k | NEW | 2.2k | 262.78 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $573k | NEW | 1.4k | 397.81 |
|
| Stanley Black & Decker (SWK) | 0.0 | $533k | NEW | 5.4k | 97.93 |
|
| Raymond James Financial (RJF) | 0.0 | $529k | 4.1k | 128.42 |
|
|
| Autodesk (ADSK) | 0.0 | $523k | -51% | 2.0k | 260.42 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $523k | +528% | 12k | 42.12 |
|
| BP Sponsored Adr (BP) | 0.0 | $514k | -11% | 14k | 37.68 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $507k | 2.5k | 205.09 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $501k | -8% | 1.7k | 300.20 |
|
| Zimmer Holdings (ZBH) | 0.0 | $494k | 3.7k | 131.98 |
|
|
| Vulcan Materials Company (VMC) | 0.0 | $493k | +36% | 1.8k | 272.92 |
|
| Philip Morris International (PM) | 0.0 | $492k | +66% | 5.4k | 91.62 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $491k | +38% | 1.2k | 399.09 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $486k | -57% | 11k | 44.05 |
|
| Intercontinental Exchange (ICE) | 0.0 | $485k | -22% | 3.5k | 137.43 |
|
| Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) | 0.0 | $480k | 10k | 46.19 |
|
|
| Dow (DOW) | 0.0 | $479k | +5% | 8.3k | 57.93 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $476k | -21% | 495.00 | 962.49 |
|
| Shell Spon Ads (SHEL) | 0.0 | $476k | -5% | 7.1k | 67.04 |
|
| Darden Restaurants (DRI) | 0.0 | $476k | -5% | 2.8k | 167.15 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $471k | -9% | 4.7k | 99.27 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $438k | NEW | 2.5k | 175.27 |
|
| Oneok (OKE) | 0.0 | $437k | +9% | 5.5k | 80.17 |
|
| Kla Corp Com New (KLAC) | 0.0 | $435k | +13% | 623.00 | 698.57 |
|
| Essex Property Trust (ESS) | 0.0 | $427k | NEW | 1.7k | 244.86 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $423k | NEW | 5.2k | 81.66 |
|
| Altria (MO) | 0.0 | $421k | -6% | 9.6k | 43.62 |
|
| Flexshares Tr Mornstar Usmkt (TILT) | 0.0 | $419k | 2.1k | 198.39 |
|
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.0 | $419k | NEW | 10k | 42.11 |
|
| Uber Technologies (UBER) | 0.0 | $417k | NEW | 5.4k | 76.99 |
|
| Servicenow (NOW) | 0.0 | $417k | 547.00 | 762.40 |
|
|
| TransDigm Group Incorporated (TDG) | 0.0 | $416k | -8% | 338.00 | 1231.60 |
|
| Ishares Tr Morningstr Us Eq (ILCB) | 0.0 | $416k | NEW | 5.7k | 72.47 |
|
| Iron Mountain (IRM) | 0.0 | $410k | -3% | 5.1k | 80.21 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $407k | NEW | 4.5k | 90.44 |
|
| Booking Holdings (BKNG) | 0.0 | $403k | -41% | 111.00 | 3627.88 |
|
| Kronos Bio (KRON) | 0.0 | $401k | 309k | 1.30 |
|
|
| Vistra Energy (VST) | 0.0 | $401k | -9% | 5.8k | 69.65 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $400k | 9.5k | 42.01 |
|
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $394k | 11k | 35.91 |
|
|
| American Intl Group Com New (AIG) | 0.0 | $393k | -18% | 5.0k | 78.17 |
|
| Hershey Company (HSY) | 0.0 | $388k | +69% | 2.0k | 194.50 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $388k | NEW | 14k | 27.88 |
|
| LeMaitre Vascular (LMAT) | 0.0 | $387k | 5.8k | 66.36 |
|
|
| Yum China Holdings (YUMC) | 0.0 | $385k | -7% | 9.7k | 39.79 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $384k | -10% | 4.2k | 90.91 |
|
| Walgreen Boots Alliance (WBA) | 0.0 | $374k | -12% | 17k | 21.69 |
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $374k | 8.9k | 42.02 |
|
|
| RPM International (RPM) | 0.0 | $372k | NEW | 3.1k | 118.95 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $372k | +2% | 5.1k | 72.63 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $369k | 5.5k | 67.13 |
|
|
| Anthem (ELV) | 0.0 | $364k | 701.00 | 518.54 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $363k | +45% | 5.4k | 67.75 |
|
| Pulte (PHM) | 0.0 | $362k | -8% | 3.0k | 120.62 |
|
| Snap-on Incorporated (SNA) | 0.0 | $359k | +3% | 1.2k | 296.22 |
|
| Akamai Technologies (AKAM) | 0.0 | $356k | +58% | 3.3k | 108.76 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $353k | -9% | 3.8k | 93.05 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $353k | 1.4k | 250.04 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $352k | +69% | 2.7k | 131.24 |
|
| Pioneer Natural Resources (PXD) | 0.0 | $350k | -4% | 1.3k | 262.50 |
|
| Biogen Idec (BIIB) | 0.0 | $341k | -8% | 1.6k | 215.63 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $340k | 4.7k | 72.19 |
|
|
| Extra Space Storage (EXR) | 0.0 | $339k | NEW | 2.3k | 147.00 |
|
| Howard Hughes Holdings (HHH) | 0.0 | $334k | NEW | 4.6k | 72.62 |
|
| Martin Marietta Materials (MLM) | 0.0 | $333k | -5% | 543.00 | 613.94 |
|
| Bitwise Bitcoin Etf Tr Shs Ben Int | 0.0 | $332k | NEW | 8.6k | 38.71 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $332k | 3.2k | 103.79 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $329k | 5.0k | 65.87 |
|
|
| Phillips 66 (PSX) | 0.0 | $327k | -2% | 2.0k | 163.34 |
|
| Paypal Holdings (PYPL) | 0.0 | $326k | -57% | 4.9k | 66.99 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $321k | +11% | 2.0k | 161.28 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $318k | NEW | 4.1k | 76.81 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $316k | -17% | 7.1k | 44.70 |
|
| MetLife (MET) | 0.0 | $314k | -3% | 4.2k | 74.11 |
|
| Public Storage (PSA) | 0.0 | $313k | NEW | 1.1k | 290.16 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $310k | -75% | 892.00 | 347.33 |
|
| Liberty Media Corp Del Com Lbty Liv S C (LLYVK) | 0.0 | $307k | NEW | 7.0k | 43.82 |
|
| Vanguard World Consum Dis Etf (VCR) | 0.0 | $304k | +6% | 957.00 | 317.73 |
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $300k | 9.6k | 31.21 |
|
|
| Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX) | 0.0 | $299k | +10% | 7.2k | 41.59 |
|
| Arista Networks (ANET) | 0.0 | $299k | NEW | 1.0k | 289.98 |
|
| Invesco Exchange Traded Fd T S&p Sml600 Val (RZV) | 0.0 | $296k | NEW | 2.8k | 107.52 |
|
| Capital One Financial (COF) | 0.0 | $294k | -82% | 2.0k | 148.89 |
|
| Essential Utils (WTRG) | 0.0 | $289k | NEW | 7.8k | 37.05 |
|
| Dorchester Minerals Com Unit (DMLP) | 0.0 | $284k | 8.4k | 33.72 |
|
|
| Comfort Systems USA (FIX) | 0.0 | $281k | NEW | 883.00 | 317.71 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $278k | +1254% | 4.7k | 58.65 |
|
| Global X Fds Global X Uranium (URA) | 0.0 | $273k | +25% | 9.5k | 28.83 |
|
| Laboratory Corp Amer Hldgs Com New (LH) | 0.0 | $273k | +8% | 1.3k | 218.46 |
|
| American Electric Power Company (AEP) | 0.0 | $271k | NEW | 3.1k | 86.10 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $270k | NEW | 842.00 | 320.59 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $268k | +54% | 1.2k | 225.92 |
|
| Albemarle Corporation (ALB) | 0.0 | $265k | -4% | 2.0k | 131.74 |
|
| Clorox Company (CLX) | 0.0 | $264k | +10% | 1.7k | 153.11 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $262k | -65% | 6.4k | 41.08 |
|
| Fortinet (FTNT) | 0.0 | $261k | NEW | 3.8k | 68.31 |
|
| Cummins (CMI) | 0.0 | $261k | NEW | 887.00 | 294.65 |
|
| Teradyne (TER) | 0.0 | $259k | NEW | 2.3k | 112.84 |
|
| Bofi Holding (AX) | 0.0 | $257k | NEW | 4.8k | 54.04 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $257k | -54% | 4.2k | 61.05 |
|
| Xylem (XYL) | 0.0 | $256k | NEW | 2.0k | 129.24 |
|
| Valero Energy Corporation (VLO) | 0.0 | $254k | +3% | 1.5k | 170.69 |
|
| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $249k | NEW | 3.7k | 68.16 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $248k | NEW | 1.2k | 204.86 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $248k | -35% | 3.8k | 64.99 |
|
| Aon Shs Cl A (AON) | 0.0 | $247k | 740.00 | 333.72 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $247k | NEW | 942.00 | 261.72 |
|
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.0 | $240k | 21k | 11.46 |
|
|
| Dws Municipal Income Cf non-tax cef (KTF) | 0.0 | $237k | 26k | 9.03 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $234k | +15% | 2.2k | 107.41 |
|
| Constellation Energy (CEG) | 0.0 | $234k | NEW | 1.3k | 184.85 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $233k | -3% | 1.4k | 164.96 |
|
| Crown Castle Intl (CCI) | 0.0 | $232k | NEW | 2.2k | 105.83 |
|
| Packaging Corporation of America (PKG) | 0.0 | $230k | NEW | 1.2k | 189.81 |
|
| Omni (OMC) | 0.0 | $230k | NEW | 2.4k | 96.76 |
|
| CRH Ord (CRH) | 0.0 | $230k | NEW | 2.7k | 86.26 |
|
| CF Industries Holdings (CF) | 0.0 | $230k | -13% | 2.8k | 83.21 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $229k | -3% | 1.8k | 129.35 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $229k | -81% | 2.0k | 115.35 |
|
| Medtronic SHS (MDT) | 0.0 | $229k | -37% | 2.6k | 87.15 |
|
| Haleon Spon Ads (HLN) | 0.0 | $228k | -6% | 27k | 8.49 |
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $226k | NEW | 2.6k | 88.66 |
|
| Monarch Casino & Resort (MCRI) | 0.0 | $225k | NEW | 3.0k | 74.99 |
|
| Corning Incorporated (GLW) | 0.0 | $225k | -5% | 6.8k | 32.96 |
|
| Nice Sponsored Adr (NICE) | 0.0 | $224k | NEW | 860.00 | 260.62 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $224k | -17% | 3.3k | 68.49 |
|
| Lennar Corp Cl A (LEN) | 0.0 | $223k | -7% | 1.3k | 171.98 |
|
| Murphy Usa (MUSA) | 0.0 | $218k | NEW | 519.00 | 419.20 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $215k | +401% | 3.5k | 62.06 |
|
| Tri-Continental Corporation (TY) | 0.0 | $213k | NEW | 6.9k | 30.80 |
|
| Baxter International (BAX) | 0.0 | $212k | NEW | 5.0k | 42.74 |
|
| Wec Energy Group (WEC) | 0.0 | $209k | -11% | 2.5k | 82.12 |
|
| Lululemon Athletica (LULU) | 0.0 | $209k | NEW | 534.00 | 390.65 |
|
| Ishares Tr Msci Ireland Etf (EIRL) | 0.0 | $208k | NEW | 3.0k | 69.34 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $207k | 3.6k | 57.86 |
|
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $206k | NEW | 2.2k | 92.88 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $205k | NEW | 2.0k | 102.39 |
|
| Synopsys (SNPS) | 0.0 | $204k | NEW | 357.00 | 571.50 |
|
| Icici Bank Adr (IBN) | 0.0 | $204k | NEW | 7.7k | 26.41 |
|
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $203k | 18k | 11.07 |
|
|
| Micron Technology (MU) | 0.0 | $203k | -94% | 1.7k | 117.89 |
|
| Viatris (VTRS) | 0.0 | $184k | -4% | 15k | 11.94 |
|
| Aspen Aerogels (ASPN) | 0.0 | $176k | 10k | 17.60 |
|
|
| Invesco Advantage Mun Income Sh Ben Int (VKI) | 0.0 | $168k | 20k | 8.50 |
|
|
| Healthcare Rlty Tr Cl A Com (HR) | 0.0 | $167k | NEW | 12k | 14.15 |
|
| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.0 | $165k | -26% | 15k | 11.02 |
|
| Amcor Ord (AMCR) | 0.0 | $141k | 15k | 9.51 |
|
|
| Ford Motor Company (F) | 0.0 | $136k | NEW | 10k | 13.28 |
|
| Kalvista Pharmaceuticals (KALV) | 0.0 | $119k | 10k | 11.86 |
|
|
| Lifetime Brands (LCUT) | 0.0 | $105k | 10k | 10.48 |
|
|
| Aligos Therapeutics (ALGS) | 0.0 | $24k | 24k | 0.98 |
|
Past Filings by Choate Investment Advisors
SEC 13F filings are viewable for Choate Investment Advisors going back to 2011
- Choate Investment Advisors 2024 Q1 filed May 7, 2024
- Choate Investment Advisors 2023 Q3 filed Oct. 30, 2023
- Choate Investment Advisors 2023 Q2 filed Aug. 1, 2023
- Choate Investment Advisors 2023 Q1 filed May 15, 2023
- Choate Investment Advisors 2022 Q4 filed Feb. 14, 2023
- Choate Investment Advisors 2022 Q3 filed Nov. 14, 2022
- Choate Investment Advisors 2022 Q2 filed Aug. 11, 2022
- Choate Investment Advisors 2022 Q1 filed April 29, 2022
- Choate Investment Advisors 2021 Q4 filed Feb. 7, 2022
- Choate Investment Advisors 2021 Q3 filed Nov. 4, 2021
- Choate Investment Advisors 2021 Q2 filed July 30, 2021
- Choate Investment Advisors 2021 Q1 filed May 7, 2021
- Choate Investment Advisors 2020 Q4 filed Feb. 8, 2021
- Choate Investment Advisors 2020 Q3 filed Oct. 26, 2020
- Choate Investment Advisors 2020 Q2 filed July 23, 2020
- Choate Investment Advisors 2020 Q1 filed May 7, 2020