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, IEMG, SPYX, and represent 57.76% of Choate Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: BIL (+$71M), IVV (+$29M), MSFT (+$12M), AMZN (+$7.9M), AAPL (+$7.8M), GOOG, GOOGL, QQQ, NVDA, UNH.
- Started 88 new stock positions in IDXX, ALGN, APTV, AKAM, IWS, JBHT, SHOP, MSCI, SCHC, GLW.
- Reduced shares in these 10 stocks: SPYX (-$13M), MUB (-$7.4M), RSP, IWB, IJR, TGT, Liberty Media Corp Delaware Com C Siriusxm, KMB, IJH, XOM.
- Sold out of its positions in FSLR, Invesco Dynamic Oil & Gas Svces Etf exchange traded sector funds, Liberty Media Corp Delaware Com C Siriusxm, Liberty Media Corp Series C Li, Liberty Media Corp Del Com Ser.
- Choate Investment Advisors was a net buyer of stock by $249M.
- Choate Investment Advisors has $2.6B in assets under management (AUM), dropping by 6.64%.
- Central Index Key (CIK): 0001399794
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Portfolio Holdings for Choate Investment Advisors
Choate Investment Advisors holds 431 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 33.7 | $859M | +3% | 2.0M | 429.43 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 11.1 | $283M | 2.0M | 141.69 |
|
|
| Ishares Tr National Mun Etf (MUB) | 4.8 | $122M | -5% | 1.2M | 102.54 |
|
| Ishares Core Msci Emkt (IEMG) | 4.5 | $114M | 2.4M | 47.59 |
|
|
| Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 3.8 | $96M | -11% | 2.8M | 34.73 |
|
| Apple (AAPL) | 2.8 | $72M | +12% | 418k | 171.21 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 2.8 | $71M | NEW | 767k | 91.82 |
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| Microsoft Corporation (MSFT) | 2.5 | $63M | +22% | 199k | 315.75 |
|
| Chase Corporation | 1.6 | $40M | 312k | 127.23 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.4 | $35M | +5% | 81k | 427.48 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.3 | $33M | +2% | 351k | 94.04 |
|
| Amazon (AMZN) | 1.0 | $24M | +47% | 192k | 127.12 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $22M | +5% | 63k | 350.30 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $20M | +25% | 151k | 130.86 |
|
| Home Depot (HD) | 0.7 | $19M | +8% | 63k | 302.16 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $19M | +33% | 143k | 131.85 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $17M | +10% | 119k | 145.02 |
|
| Procter & Gamble Company (PG) | 0.6 | $15M | +6% | 106k | 145.86 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.6 | $14M | 27.00 | 531477.00 |
|
|
| Johnson & Johnson (JNJ) | 0.6 | $14M | +13% | 90k | 155.75 |
|
| NVIDIA Corporation (NVDA) | 0.5 | $13M | +42% | 30k | 434.99 |
|
| Abbott Laboratories (ABT) | 0.5 | $12M | +3% | 126k | 96.85 |
|
| Abbvie (ABBV) | 0.4 | $11M | 74k | 149.06 |
|
|
| UnitedHealth (UNH) | 0.4 | $10M | +49% | 21k | 504.19 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $10M | -4% | 88k | 117.58 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $9.9M | +21% | 37k | 265.99 |
|
| Spdr Ser Tr Bloomberg 3-12 M (BILS) | 0.4 | $9.8M | +20% | 99k | 99.43 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $9.8M | +9% | 18k | 537.13 |
|
| American Express Company (AXP) | 0.4 | $9.1M | +52% | 61k | 149.19 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.4 | $9.1M | 157k | 57.60 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $9.0M | -14% | 95k | 94.33 |
|
| TJX Companies (TJX) | 0.4 | $8.9M | 101k | 88.88 |
|
|
| Automatic Data Processing (ADP) | 0.3 | $8.9M | +12% | 37k | 240.58 |
|
| Barnes (B) | 0.3 | $8.7M | 255k | 33.97 |
|
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| Pepsi (PEP) | 0.3 | $8.1M | +15% | 48k | 169.44 |
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| Merck & Co (MRK) | 0.3 | $7.9M | +12% | 76k | 102.95 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $7.1M | +58% | 33k | 212.41 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $7.1M | +127% | 20k | 358.27 |
|
| Applied Materials (AMAT) | 0.3 | $6.8M | +4% | 49k | 138.45 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $6.8M | +22% | 40k | 171.45 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $6.7M | +38% | 13k | 506.17 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $6.6M | +24% | 17k | 395.91 |
|
| Cisco Systems (CSCO) | 0.2 | $6.2M | +14% | 115k | 53.76 |
|
| McDonald's Corporation (MCD) | 0.2 | $6.0M | 23k | 263.44 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $6.0M | +5% | 39k | 155.38 |
|
| General Mills (GIS) | 0.2 | $5.7M | +2% | 90k | 63.99 |
|
| Ameriprise Financial (AMP) | 0.2 | $5.7M | +14% | 17k | 329.68 |
|
| Tesla Motors (TSLA) | 0.2 | $5.6M | +87% | 22k | 250.22 |
|
| Visa Com Cl A (V) | 0.2 | $5.6M | +48% | 24k | 230.01 |
|
| Danaher Corporation (DHR) | 0.2 | $5.5M | +18% | 22k | 248.10 |
|
| Pfizer (PFE) | 0.2 | $5.4M | +16% | 164k | 33.17 |
|
| Wal-Mart Stores (WMT) | 0.2 | $5.3M | +10% | 33k | 159.93 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $4.9M | +152% | 12k | 392.70 |
|
| Amgen (AMGN) | 0.2 | $4.8M | +2% | 18k | 268.76 |
|
| Intel Corporation (INTC) | 0.2 | $4.7M | +4% | 133k | 35.55 |
|
| Meta Platforms Cl A (META) | 0.2 | $4.7M | +208% | 16k | 300.21 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $4.4M | +13% | 28k | 159.01 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $4.3M | +12% | 99k | 43.72 |
|
| Chevron Corporation (CVX) | 0.2 | $4.3M | +7% | 25k | 168.62 |
|
| Honeywell International (HON) | 0.2 | $4.1M | +12% | 22k | 184.74 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $4.1M | +43% | 13k | 307.11 |
|
| Union Pacific Corporation (UNP) | 0.2 | $4.0M | +12% | 20k | 203.63 |
|
| Walt Disney Company (DIS) | 0.2 | $3.9M | +17% | 49k | 81.05 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $3.9M | -3% | 31k | 128.74 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $3.9M | +53% | 7.0k | 564.96 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $3.8M | +187% | 14k | 272.31 |
|
| Coca-Cola Company (KO) | 0.1 | $3.6M | -7% | 65k | 55.98 |
|
| Nike CL B (NKE) | 0.1 | $3.6M | +6% | 38k | 95.62 |
|
| S&p Global (SPGI) | 0.1 | $3.6M | +36% | 9.9k | 365.41 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $3.6M | +24% | 53k | 68.92 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $3.6M | +99% | 7.0k | 509.90 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $3.5M | +59% | 64k | 54.90 |
|
| EOG Resources (EOG) | 0.1 | $3.4M | +50% | 27k | 126.76 |
|
| Deere & Company (DE) | 0.1 | $3.4M | +2% | 8.9k | 377.38 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $3.3M | 48k | 67.74 |
|
|
| Progress Software Corporation (PRGS) | 0.1 | $3.3M | 62k | 52.58 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $3.2M | +6% | 32k | 101.38 |
|
| Stryker Corporation (SYK) | 0.1 | $3.1M | -9% | 11k | 273.27 |
|
| Starbucks Corporation (SBUX) | 0.1 | $3.1M | +51% | 34k | 91.27 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $3.0M | +46% | 42k | 71.97 |
|
| AFLAC Incorporated (AFL) | 0.1 | $3.0M | +2% | 39k | 76.75 |
|
| Linde SHS (LIN) | 0.1 | $3.0M | +45% | 8.0k | 372.35 |
|
| Oracle Corporation (ORCL) | 0.1 | $2.9M | +8% | 27k | 105.92 |
|
| Cleveland-cliffs (CLF) | 0.1 | $2.8M | +7% | 181k | 15.63 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $2.8M | +40% | 39k | 70.76 |
|
| Qualcomm (QCOM) | 0.1 | $2.8M | +11% | 25k | 111.06 |
|
| Allstate Corporation (ALL) | 0.1 | $2.7M | +2% | 25k | 111.41 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $2.7M | +27% | 47k | 58.04 |
|
| Fiserv (FI) | 0.1 | $2.7M | +13% | 24k | 112.96 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $2.6M | +20% | 38k | 69.82 |
|
| Nextera Energy (NEE) | 0.1 | $2.6M | +78% | 45k | 57.29 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $2.6M | +141% | 24k | 107.14 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $2.4M | +199% | 37k | 64.35 |
|
| Lowe's Companies (LOW) | 0.1 | $2.3M | +9% | 11k | 207.84 |
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| Schlumberger Com Stk (SLB) | 0.1 | $2.3M | 39k | 58.30 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $2.3M | +3% | 26k | 86.90 |
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| Analog Devices (ADI) | 0.1 | $2.3M | 13k | 175.09 |
|
|
| O'reilly Automotive (ORLY) | 0.1 | $2.2M | +239% | 2.5k | 908.86 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $2.2M | +84% | 24k | 93.18 |
|
| Emerson Electric (EMR) | 0.1 | $2.2M | -3% | 23k | 96.57 |
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| Micron Technology (MU) | 0.1 | $2.2M | +2% | 32k | 68.03 |
|
| Illinois Tool Works (ITW) | 0.1 | $2.2M | +11% | 9.5k | 230.31 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $2.2M | NEW | 29k | 74.41 |
|
| Enterprise Products Partners (EPD) | 0.1 | $2.2M | +44% | 79k | 27.37 |
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| salesforce (CRM) | 0.1 | $2.2M | +339% | 11k | 202.78 |
|
| 3M Company (MMM) | 0.1 | $2.1M | -4% | 22k | 93.62 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $2.1M | 21k | 100.67 |
|
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| Flexshares Tr Mornstar Upstr (GUNR) | 0.1 | $2.1M | 51k | 40.44 |
|
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| Broadcom (AVGO) | 0.1 | $1.9M | +47% | 2.2k | 830.58 |
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| Wells Fargo & Company (WFC) | 0.1 | $1.8M | +15% | 44k | 40.86 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.1 | $1.8M | NEW | 56k | 32.25 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $1.8M | +5% | 12k | 151.34 |
|
| Boeing Company (BA) | 0.1 | $1.8M | +9% | 9.3k | 191.68 |
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| Canadian Natl Ry (CNI) | 0.1 | $1.7M | +40% | 16k | 108.33 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $1.7M | +44% | 39k | 44.34 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.7M | -10% | 25k | 68.42 |
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| American Tower Reit (AMT) | 0.1 | $1.7M | +88% | 10k | 164.45 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $1.7M | +15% | 11k | 150.18 |
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| General Electric Com New (GE) | 0.1 | $1.6M | +50% | 14k | 110.55 |
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| Caterpillar (CAT) | 0.1 | $1.6M | +20% | 5.8k | 273.00 |
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| American Water Works (AWK) | 0.1 | $1.5M | +82% | 13k | 123.83 |
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| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.1 | $1.5M | NEW | 14k | 109.27 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $1.5M | +2% | 3.7k | 408.96 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $1.5M | NEW | 25k | 59.28 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $1.5M | +17% | 15k | 101.86 |
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| General Dynamics Corporation (GD) | 0.1 | $1.5M | +2% | 6.6k | 220.97 |
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| BlackRock (BLK) | 0.1 | $1.5M | +25% | 2.3k | 646.49 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.5M | +14500% | 37k | 39.21 |
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| Skyworks Solutions (SWKS) | 0.1 | $1.5M | 15k | 98.59 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $1.5M | 9.0k | 160.98 |
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| Kroger (KR) | 0.1 | $1.4M | +5% | 31k | 44.75 |
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| Bank of America Corporation (BAC) | 0.1 | $1.4M | +15% | 50k | 27.38 |
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| International Business Machines (IBM) | 0.1 | $1.4M | +103% | 9.6k | 140.30 |
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| Travelers Companies (TRV) | 0.1 | $1.3M | +8% | 8.0k | 163.31 |
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| Charter Communications Inc N Cl A (CHTR) | 0.1 | $1.3M | NEW | 2.9k | 439.82 |
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| Mettler-Toledo International (MTD) | 0.0 | $1.3M | 1.1k | 1108.07 |
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| Air Products & Chemicals (APD) | 0.0 | $1.3M | +29% | 4.4k | 283.40 |
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| Constellation Brands Cl A (STZ) | 0.0 | $1.2M | +2% | 4.9k | 251.33 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $1.2M | +48% | 3.5k | 347.74 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $1.2M | +14% | 2.7k | 440.19 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $1.2M | +13% | 6.8k | 176.74 |
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| Fortive (FTV) | 0.0 | $1.2M | NEW | 16k | 74.16 |
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| Matthews Asia Fds China Active Etf (MCH) | 0.0 | $1.2M | 57k | 20.52 |
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| Yum! Brands (YUM) | 0.0 | $1.2M | +6% | 9.3k | 124.94 |
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| Lam Research Corporation (LRCX) | 0.0 | $1.1M | +78% | 1.8k | 626.77 |
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| Dover Corporation (DOV) | 0.0 | $1.1M | +17% | 8.1k | 139.51 |
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| Carrier Global Corporation (CARR) | 0.0 | $1.1M | 20k | 55.20 |
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| Wabtec Corporation (WAB) | 0.0 | $1.1M | NEW | 10k | 106.27 |
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| Hologic (HOLX) | 0.0 | $1.1M | 16k | 69.40 |
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| Capital One Financial (COF) | 0.0 | $1.1M | +4% | 11k | 97.05 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $1.1M | 12k | 91.59 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $1.1M | +30% | 2.7k | 389.52 |
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| Unilever Spon Adr New (UL) | 0.0 | $1.1M | +54% | 22k | 49.40 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $1.0M | +18% | 2.3k | 456.64 |
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| Global X Fds S&p 500 Catholic (CATH) | 0.0 | $1.0M | 20k | 52.30 |
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| PNC Financial Services (PNC) | 0.0 | $1.0M | -6% | 8.4k | 122.77 |
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| Goldman Sachs (GS) | 0.0 | $1.0M | +35% | 3.2k | 323.57 |
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| Ecolab (ECL) | 0.0 | $1.0M | +2% | 6.0k | 169.40 |
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| Charles River Laboratories (CRL) | 0.0 | $1.0M | 5.2k | 195.98 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $1.0M | +251% | 14k | 72.38 |
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| Nucor Corporation (NUE) | 0.0 | $1.0M | +6% | 6.4k | 156.35 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $1.0M | +21% | 15k | 69.25 |
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| Intuit (INTU) | 0.0 | $1.0M | +53% | 2.0k | 510.94 |
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| United Parcel Service CL B (UPS) | 0.0 | $981k | +259% | 6.3k | 155.87 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $978k | +27% | 6.4k | 151.82 |
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| McKesson Corporation (MCK) | 0.0 | $971k | +21% | 2.2k | 434.85 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $959k | -65% | 4.1k | 234.91 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $944k | 26k | 36.66 |
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| Waste Connections (WCN) | 0.0 | $938k | NEW | 7.0k | 134.30 |
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| Becton, Dickinson and (BDX) | 0.0 | $926k | +13% | 3.6k | 258.53 |
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| Sherwin-Williams Company (SHW) | 0.0 | $921k | NEW | 3.6k | 255.05 |
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| Paychex (PAYX) | 0.0 | $916k | +7% | 7.9k | 115.33 |
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| Verizon Communications (VZ) | 0.0 | $916k | +21% | 28k | 32.41 |
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| Te Connectivity SHS (TEL) | 0.0 | $902k | +17% | 7.3k | 123.53 |
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| Amphenol Corp Cl A (APH) | 0.0 | $899k | +12% | 11k | 83.99 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $898k | NEW | 4.8k | 189.07 |
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| ConocoPhillips (COP) | 0.0 | $878k | +19% | 7.3k | 119.80 |
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| IDEXX Laboratories (IDXX) | 0.0 | $874k | NEW | 2.0k | 437.27 |
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| Bhp Group Sponsored Ads (BHP) | 0.0 | $872k | 15k | 56.88 |
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| Netflix (NFLX) | 0.0 | $868k | +339% | 2.3k | 377.60 |
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| Zoetis Cl A (ZTS) | 0.0 | $866k | +251% | 5.0k | 173.98 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $863k | +8% | 5.3k | 163.93 |
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| Healthequity (HQY) | 0.0 | $859k | NEW | 12k | 73.05 |
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| Autodesk (ADSK) | 0.0 | $856k | NEW | 4.1k | 206.91 |
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| GSK Sponsored Adr (GSK) | 0.0 | $855k | +4% | 24k | 36.25 |
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| Kkr & Co (KKR) | 0.0 | $845k | NEW | 14k | 61.60 |
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| SYSCO Corporation (SYY) | 0.0 | $842k | NEW | 13k | 66.05 |
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| Roper Industries (ROP) | 0.0 | $836k | +16% | 1.7k | 484.28 |
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| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $834k | +15% | 2.0k | 414.90 |
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| Alps Etf Tr Oshs Gbl Inter (OGIG) | 0.0 | $804k | NEW | 26k | 30.91 |
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| Morgan Stanley Com New (MS) | 0.0 | $790k | +24% | 9.7k | 81.67 |
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| L3harris Technologies (LHX) | 0.0 | $784k | +72% | 4.5k | 174.12 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $770k | 8.9k | 86.30 |
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| Aptar (ATR) | 0.0 | $768k | 6.1k | 125.04 |
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| Brooks Automation (AZTA) | 0.0 | $762k | 15k | 50.19 |
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| Gilead Sciences (GILD) | 0.0 | $753k | +3% | 10k | 74.94 |
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| Eaton Corp SHS (ETN) | 0.0 | $752k | +145% | 3.5k | 213.28 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $747k | +185% | 5.4k | 137.93 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $740k | 3.8k | 195.69 |
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| Alcon Ord Shs (ALC) | 0.0 | $740k | +2% | 9.6k | 77.06 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $724k | +7% | 395.00 | 1831.83 |
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| Palo Alto Networks (PANW) | 0.0 | $703k | +12% | 3.0k | 234.44 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $698k | +153% | 18k | 37.95 |
|
| Prologis (PLD) | 0.0 | $695k | +160% | 6.2k | 112.21 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $690k | +94% | 7.6k | 90.94 |
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| Marriott Intl Cl A (MAR) | 0.0 | $680k | +12% | 3.5k | 196.56 |
|
| Rockwell Automation (ROK) | 0.0 | $675k | 2.4k | 285.87 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $672k | +221% | 12k | 58.46 |
|
| Cintas Corporation (CTAS) | 0.0 | $671k | NEW | 1.4k | 481.01 |
|
| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $669k | -15% | 9.2k | 73.02 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $667k | +15% | 9.6k | 69.40 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $664k | 22k | 30.10 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $654k | -26% | 6.2k | 104.92 |
|
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.0 | $652k | NEW | 14k | 46.26 |
|
| Moderna (MRNA) | 0.0 | $651k | NEW | 6.3k | 103.29 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $643k | +26% | 9.0k | 71.11 |
|
| Waste Management (WM) | 0.0 | $630k | +25% | 4.1k | 152.44 |
|
| CarMax (KMX) | 0.0 | $624k | NEW | 8.8k | 70.73 |
|
| Dupont De Nemours (DD) | 0.0 | $623k | NEW | 8.4k | 74.59 |
|
| Shopify Cl A (SHOP) | 0.0 | $623k | NEW | 11k | 54.57 |
|
| Woodside Energy Group Sponsored Adr (WDS) | 0.0 | $622k | 27k | 23.29 |
|
|
| Norfolk Southern (NSC) | 0.0 | $621k | +11% | 3.2k | 196.93 |
|
| Align Technology (ALGN) | 0.0 | $616k | NEW | 2.0k | 305.32 |
|
| Icon SHS (ICLR) | 0.0 | $610k | NEW | 2.5k | 246.25 |
|
| Chubb (CB) | 0.0 | $601k | +49% | 2.9k | 208.18 |
|
| BP Sponsored Adr (BP) | 0.0 | $595k | 15k | 38.72 |
|
|
| Booking Holdings (BKNG) | 0.0 | $589k | +60% | 191.00 | 3083.95 |
|
| eBay (EBAY) | 0.0 | $585k | +5% | 13k | 44.09 |
|
| Moody's Corporation (MCO) | 0.0 | $584k | +12% | 1.8k | 316.17 |
|
| Yum China Holdings (YUMC) | 0.0 | $580k | 10k | 55.72 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $569k | NEW | 3.9k | 144.38 |
|
| Globe Life (GL) | 0.0 | $533k | +8% | 4.9k | 108.73 |
|
| At&t (T) | 0.0 | $525k | +22% | 35k | 15.02 |
|
| Quanta Services (PWR) | 0.0 | $523k | +22% | 2.8k | 187.07 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $519k | +20% | 631.00 | 822.96 |
|
| Carpenter Technology Corporation (CRS) | 0.0 | $511k | 7.6k | 67.21 |
|
|
| CSX Corporation (CSX) | 0.0 | $510k | +14% | 17k | 30.75 |
|
| Discover Financial Services (DFS) | 0.0 | $508k | +5% | 5.9k | 86.63 |
|
| Edwards Lifesciences (EW) | 0.0 | $507k | +15% | 7.3k | 69.28 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $506k | 4.7k | 107.64 |
|
|
| Inmode SHS (INMD) | 0.0 | $505k | NEW | 17k | 30.46 |
|
| Intercontinental Exchange (ICE) | 0.0 | $504k | +10% | 4.6k | 110.02 |
|
| J.B. Hunt Transport Services (JBHT) | 0.0 | $499k | NEW | 2.6k | 188.52 |
|
| Progressive Corporation (PGR) | 0.0 | $496k | +59% | 3.6k | 139.30 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $490k | +46% | 13k | 37.29 |
|
| Shell Spon Ads (SHEL) | 0.0 | $486k | NEW | 7.5k | 64.38 |
|
| Cigna Corp (CI) | 0.0 | $469k | +5% | 1.6k | 286.07 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $466k | +121% | 9.3k | 49.85 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $444k | 5.0k | 88.55 |
|
|
| Biogen Idec (BIIB) | 0.0 | $443k | +32% | 1.7k | 257.01 |
|
| Walgreen Boots Alliance (WBA) | 0.0 | $436k | 20k | 22.24 |
|
|
| Altria (MO) | 0.0 | $435k | +11% | 10k | 42.05 |
|
| Darden Restaurants (DRI) | 0.0 | $434k | +14% | 3.0k | 143.22 |
|
| Ishares Tr Mbs Etf (MBB) | 0.0 | $425k | NEW | 4.8k | 88.80 |
|
| AllianceBernstein Global Hgh Incm (AWF) | 0.0 | $424k | 44k | 9.70 |
|
|
| Zimmer Holdings (ZBH) | 0.0 | $423k | 3.8k | 112.22 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $422k | +23% | 2.2k | 190.30 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $422k | NEW | 5.9k | 71.44 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $420k | +4% | 5.2k | 80.31 |
|
| Raymond James Financial (RJF) | 0.0 | $417k | NEW | 4.2k | 100.43 |
|
| Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) | 0.0 | $414k | 10k | 39.88 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $413k | NEW | 702.00 | 588.66 |
|
| State Street Corporation (STT) | 0.0 | $412k | +3% | 6.1k | 66.96 |
|
| Dow (DOW) | 0.0 | $405k | NEW | 7.9k | 51.56 |
|
| Target Corporation (TGT) | 0.0 | $403k | -74% | 3.6k | 110.57 |
|
| Kronos Bio (KRON) | 0.0 | $401k | 309k | 1.30 |
|
|
| Illumina (ILMN) | 0.0 | $399k | +7% | 2.9k | 137.28 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $394k | 2.5k | 159.61 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $382k | +54% | 5.9k | 64.88 |
|
| American Intl Group Com New (AIG) | 0.0 | $374k | NEW | 6.2k | 60.60 |
|
| Trane Technologies SHS (TT) | 0.0 | $371k | +8% | 1.8k | 202.91 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $362k | 765.00 | 473.65 |
|
|
| Novocure Ord Shs (NVCR) | 0.0 | $360k | NEW | 22k | 16.15 |
|
| Albemarle Corporation (ALB) | 0.0 | $357k | 2.1k | 170.04 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $350k | 5.0k | 69.78 |
|
|
| Blackstone Mtg Tr Com Cl A (BXMT) | 0.0 | $348k | 16k | 21.75 |
|
|
| Flexshares Tr Mornstar Usmkt (TILT) | 0.0 | $344k | 2.1k | 162.88 |
|
|
| 4068594 Enphase Energy (ENPH) | 0.0 | $343k | NEW | 2.9k | 120.15 |
|
| Williams-Sonoma (WSM) | 0.0 | $339k | NEW | 2.2k | 155.40 |
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $338k | NEW | 11k | 30.66 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $333k | 9.5k | 34.99 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $330k | 4.8k | 68.81 |
|
|
| Medtronic SHS (MDT) | 0.0 | $327k | +41% | 4.2k | 78.36 |
|
| Pioneer Natural Resources (PXD) | 0.0 | $322k | +19% | 1.4k | 229.55 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $320k | +52% | 4.7k | 68.04 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $320k | 5.5k | 58.28 |
|
|
| LeMaitre Vascular (LMAT) | 0.0 | $318k | -11% | 5.8k | 54.48 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $317k | +14% | 1.4k | 227.93 |
|
| Iron Mountain (IRM) | 0.0 | $315k | NEW | 5.3k | 59.45 |
|
| Oneok (OKE) | 0.0 | $315k | NEW | 5.0k | 63.43 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $310k | +22% | 368.00 | 843.13 |
|
| Anthem (ELV) | 0.0 | $305k | NEW | 701.00 | 435.42 |
|
| Advanced Micro Devices (AMD) | 0.0 | $304k | +67% | 3.0k | 102.82 |
|
| Servicenow (NOW) | 0.0 | $302k | NEW | 541.00 | 558.96 |
|
| Philip Morris International (PM) | 0.0 | $298k | -36% | 3.2k | 92.58 |
|
| Snap-on Incorporated (SNA) | 0.0 | $297k | +53% | 1.2k | 255.06 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $295k | NEW | 1.8k | 165.96 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $294k | 5.0k | 58.79 |
|
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $292k | NEW | 8.8k | 33.34 |
|
| Aptiv SHS (APTV) | 0.0 | $291k | NEW | 3.0k | 98.59 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $290k | 4.7k | 61.49 |
|
|
| Keurig Dr Pepper (KDP) | 0.0 | $289k | 9.1k | 31.57 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $284k | +5% | 8.6k | 33.06 |
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $282k | NEW | 9.6k | 29.40 |
|
| MetLife (MET) | 0.0 | $276k | NEW | 4.4k | 62.91 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $276k | +13% | 4.2k | 65.95 |
|
| PPG Industries (PPG) | 0.0 | $276k | NEW | 2.1k | 129.80 |
|
| CF Industries Holdings (CF) | 0.0 | $273k | NEW | 3.2k | 85.74 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $270k | NEW | 3.2k | 84.23 |
|
| HudBay Minerals (HBM) | 0.0 | $268k | 55k | 4.87 |
|
|
| Vulcan Materials Company (VMC) | 0.0 | $268k | +9% | 1.3k | 202.02 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $260k | NEW | 888.00 | 292.29 |
|
| Verisk Analytics (VRSK) | 0.0 | $256k | 1.1k | 236.24 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $253k | NEW | 551.00 | 458.66 |
|
| Edison International (EIX) | 0.0 | $252k | 4.0k | 63.29 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $250k | +30% | 3.7k | 67.72 |
|
| Phillips 66 (PSX) | 0.0 | $247k | NEW | 2.1k | 120.15 |
|
| Ishares Tr Ibonds Dec23 Etf | 0.0 | $246k | 9.7k | 25.36 |
|
|
| Dorchester Minerals Com Unit (DMLP) | 0.0 | $245k | 8.4k | 29.05 |
|
|
| Pulte (PHM) | 0.0 | $244k | NEW | 3.3k | 74.05 |
|
| Vanguard World Fds Consum Dis Etf (VCR) | 0.0 | $242k | 897.00 | 269.37 |
|
|
| Haleon Spon Ads (HLN) | 0.0 | $240k | +13% | 29k | 8.33 |
|
| PAR Technology Corporation (PAR) | 0.0 | $239k | 6.2k | 38.54 |
|
|
| Aon Shs Cl A (AON) | 0.0 | $237k | NEW | 731.00 | 324.22 |
|
| Martin Marietta Materials (MLM) | 0.0 | $236k | +23% | 574.00 | 410.48 |
|
| Hershey Company (HSY) | 0.0 | $235k | +10% | 1.2k | 200.08 |
|
| Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX) | 0.0 | $231k | 6.5k | 35.47 |
|
|
| Laboratory Corp Amer Hldgs Com New (LH) | 0.0 | $231k | NEW | 1.1k | 201.05 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $231k | NEW | 7.7k | 30.15 |
|
| Wec Energy Group (WEC) | 0.0 | $231k | NEW | 2.9k | 80.55 |
|
| Devon Energy Corporation (DVN) | 0.0 | $230k | NEW | 4.8k | 47.70 |
|
| Diageo Spon Adr New (DEO) | 0.0 | $229k | NEW | 1.5k | 149.18 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $228k | NEW | 4.3k | 53.21 |
|
| Microchip Technology (MCHP) | 0.0 | $228k | +10% | 2.9k | 78.05 |
|
| Nutrien (NTR) | 0.0 | $227k | -21% | 3.7k | 61.76 |
|
| Republic Services (RSG) | 0.0 | $225k | NEW | 1.6k | 142.51 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $221k | -80% | 1.8k | 120.85 |
|
| Akamai Technologies (AKAM) | 0.0 | $220k | NEW | 2.1k | 106.54 |
|
| Corning Incorporated (GLW) | 0.0 | $220k | NEW | 7.2k | 30.47 |
|
| Sanofi Sponsored Adr (SNY) | 0.0 | $220k | 4.1k | 53.64 |
|
|
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.0 | $212k | 21k | 10.14 |
|
|
| Vistra Energy (VST) | 0.0 | $212k | NEW | 6.4k | 33.18 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $209k | NEW | 4.0k | 52.80 |
|
| Clorox Company (CLX) | 0.0 | $204k | +16% | 1.6k | 131.06 |
|
| Global X Fds Global X Uranium (URA) | 0.0 | $204k | +13% | 7.5k | 27.04 |
|
| Valero Energy Corporation (VLO) | 0.0 | $203k | NEW | 1.4k | 141.71 |
|
| Dws Municipal Income Cf non-tax cef (KTF) | 0.0 | $202k | 26k | 7.70 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $202k | -22% | 1.4k | 140.05 |
|
| Msci (MSCI) | 0.0 | $201k | NEW | 392.00 | 513.08 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $201k | NEW | 1.5k | 137.21 |
|
| AutoZone (AZO) | 0.0 | $201k | NEW | 79.00 | 2539.99 |
|
| V.F. Corporation (VFC) | 0.0 | $199k | 11k | 17.67 |
|
|
| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.0 | $198k | 21k | 9.65 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $198k | -75% | 792.00 | 249.35 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $195k | 1.9k | 103.72 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $192k | 3.6k | 53.56 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $182k | +46% | 1.6k | 115.01 |
|
| Spdr Ser Tr S&p Metals Mng (XME) | 0.0 | $180k | +334% | 3.4k | 52.50 |
|
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $178k | 18k | 9.68 |
|
|
| Empire St Rlty Op Unit Ltd Prt 60 (OGCP) | 0.0 | $172k | NEW | 22k | 8.00 |
|
| Kennedy-Wilson Holdings (KW) | 0.0 | $164k | NEW | 11k | 14.74 |
|
| Viatris (VTRS) | 0.0 | $160k | 16k | 9.86 |
|
|
| Lennar Corp Cl A (LEN) | 0.0 | $156k | NEW | 1.4k | 112.23 |
|
| Invesco Advantage Mun Income Sh Ben Int (VKI) | 0.0 | $147k | 20k | 7.41 |
|
|
| J P Morgan Exchange Traded F Betabuilders Cda (BBCA) | 0.0 | $146k | 2.5k | 58.15 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $141k | 1.3k | 105.97 |
|
|
| Amcor Ord (AMCR) | 0.0 | $134k | 15k | 9.16 |
|
|
| Ishares Tr Msci India Etf (INDA) | 0.0 | $133k | NEW | 3.0k | 44.22 |
|
| Vanguard World Fds Utilities Etf (VPU) | 0.0 | $132k | 1.0k | 127.54 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $117k | -7% | 1.4k | 80.97 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $112k | NEW | 1.2k | 90.39 |
|
| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.0 | $110k | 735.00 | 150.25 |
|
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $110k | +2% | 1.2k | 92.37 |
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $102k | 1.9k | 53.18 |
|
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $101k | NEW | 12k | 8.49 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $97k | 1.7k | 57.15 |
|
|
| Kalvista Pharmaceuticals (KALV) | 0.0 | $96k | 10k | 9.63 |
|
|
| Invesco Exch Traded Fd Tr Ii Global Water (PIO) | 0.0 | $89k | 2.6k | 33.78 |
|
|
| Aspen Aerogels (ASPN) | 0.0 | $86k | 10k | 8.60 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $84k | 830.00 | 100.93 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $81k | 415.00 | 194.77 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $79k | 1.1k | 75.66 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $74k | -49% | 606.00 | 122.29 |
|
| Banco Santander Adr (SAN) | 0.0 | $73k | NEW | 19k | 3.76 |
|
| Flexshares Tr Qualt Divd Idx (QDF) | 0.0 | $71k | 1.3k | 55.78 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.0 | $68k | 1.5k | 46.52 |
|
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.0 | $67k | NEW | 745.00 | 90.40 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $67k | NEW | 641.00 | 104.34 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $66k | 2.0k | 33.17 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $63k | NEW | 692.00 | 91.35 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $63k | 1.3k | 48.50 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $61k | 1.8k | 33.96 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $60k | 589.00 | 102.02 |
|
|
| Virtus Global Divid Income F (ZTR) | 0.0 | $59k | 12k | 4.80 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) | 0.0 | $58k | 2.2k | 26.10 |
|
|
| Lifetime Brands (LCUT) | 0.0 | $56k | 10k | 5.63 |
|
|
| Spdr Ser Tr Aerospace Def (XAR) | 0.0 | $55k | 486.00 | 112.10 |
|
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $54k | NEW | 16k | 3.43 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.0 | $53k | 1.4k | 39.19 |
|
|
| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.0 | $52k | 625.00 | 82.42 |
|
|
| Ishares Tr U.s. Utilits Etf (IDU) | 0.0 | $49k | 670.00 | 73.58 |
|
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $49k | NEW | 548.00 | 89.22 |
|
| Ishares Tr Cohen Steer Reit (ICF) | 0.0 | $47k | 928.00 | 50.16 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $45k | NEW | 21k | 2.13 |
|
| Lennar Corp CL B (LEN.B) | 0.0 | $44k | NEW | 428.00 | 102.23 |
|
| Global X Fds Lithium Btry Etf (LIT) | 0.0 | $43k | 784.00 | 55.17 |
|
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $37k | 857.00 | 43.29 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $37k | 500.00 | 73.72 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $35k | 692.00 | 50.60 |
|
|
| Empire St Rlty Op Unit Ltd Prtnsp (ESBA) | 0.0 | $34k | NEW | 4.3k | 8.00 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $34k | +22% | 455.00 | 75.17 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $30k | NEW | 151.00 | 200.64 |
|
| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.0 | $27k | 489.00 | 55.97 |
|
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $24k | -84% | 428.00 | 56.47 |
|
| Spdr Index Shs Fds Msci Emr Mkt Etf (EEMX) | 0.0 | $24k | 820.00 | 28.99 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $18k | 350.00 | 51.87 |
|
|
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.0 | $18k | 435.00 | 41.30 |
|
|
| Aligos Therapeutics (ALGS) | 0.0 | $18k | 24k | 0.75 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $18k | 352.00 | 49.83 |
|
|
| Ishares Msci Gbl Etf New (PICK) | 0.0 | $17k | 434.00 | 39.76 |
|
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $17k | +14% | 550.00 | 30.28 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.0 | $16k | 292.00 | 55.51 |
|
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.0 | $15k | NEW | 296.00 | 50.45 |
|
| Spdr Ser Tr S&p Kensho Final (ROKT) | 0.0 | $13k | 319.00 | 39.39 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $12k | +900% | 360.00 | 33.96 |
|
| Flexshares Tr Stoxx Globr Inf (NFRA) | 0.0 | $12k | 250.00 | 48.43 |
|
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $12k | 200.00 | 58.93 |
|
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| Spdr Ser Tr S&p Ins Etf (KIE) | 0.0 | $10k | 240.00 | 42.54 |
|
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| First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.0 | $6.4k | 150.00 | 42.63 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $3.9k | 44.00 | 88.68 |
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| Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) | 0.0 | $1.7k | 40.00 | 43.10 |
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Past Filings by Choate Investment Advisors
SEC 13F filings are viewable for Choate Investment Advisors going back to 2011
- 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
- Choate Investment Advisors 2019 Q4 filed Jan. 28, 2020