Choate Investment Advisors
Latest statistics and disclosures from Choate Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, OAKM, GVI, VEU, AAPL, and represent 49.91% of Choate Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: VEU (+$217M), GVI (+$23M), VXUS (+$22M), MGC (+$15M), VTI (+$8.6M), UBER (+$7.1M), AVGO (+$6.3M), BKNG (+$5.8M), WMT (+$5.5M), VMC (+$5.1M).
- Started 42 new stock positions in Telefonica, WMB, LILAK, USHY, RELX, XYL, FSLR, LQD, DVN, UL.
- Reduced shares in these 10 stocks: IVV (-$111M), VOO (-$37M), OAKM (-$18M), FI (-$11M), PG (-$6.9M), MUB (-$6.1M), EOG (-$5.4M), NVO, ATR, GOOGL.
- Sold out of its positions in BK, ED, DELL, DMLP, TILT, URA, RZV, TIP, TLT, ITA. Liberty Media CORP-Liberty Live, NRG, SCHP, TGT, TSCO, Unilever, VLO, VNQI, ZBH, CRSP, Atai Life Sciences Nv, RCL.
- Choate Investment Advisors was a net buyer of stock by $149M.
- Choate Investment Advisors has $5.1B in assets under management (AUM), dropping by 5.39%.
- Central Index Key (CIK): 0001399794
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Portfolio Holdings for Choate Investment Advisors
Choate Investment Advisors holds 444 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 32.8 | $1.7B | -6% | 2.4M | 684.94 |
|
| Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM) | 5.0 | $256M | -6% | 9.0M | 28.36 |
|
| Ishares Tr Intrm Gov Cr Etf (GVI) | 4.4 | $225M | +11% | 2.1M | 107.35 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 4.3 | $219M | +14241% | 3.0M | 73.56 |
|
| Apple (AAPL) | 3.3 | $170M | 623k | 271.86 |
|
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| Microsoft Corporation (MSFT) | 3.1 | $157M | 325k | 483.62 |
|
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| Spdr Series Trust State Street Spd (SPYX) | 2.6 | $134M | -2% | 2.4M | 56.19 |
|
| Ishares Tr National Mun Etf (MUB) | 2.4 | $125M | -4% | 1.2M | 107.11 |
|
| NVIDIA Corporation (NVDA) | 2.4 | $121M | 646k | 186.50 |
|
|
| Amazon (AMZN) | 2.1 | $110M | 474k | 230.82 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $94M | -3% | 300k | 313.00 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $70M | 222k | 313.80 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $63M | 93k | 681.92 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.1 | $57M | +17% | 169k | 335.27 |
|
| Eli Lilly & Co. (LLY) | 1.0 | $52M | +9% | 48k | 1074.67 |
|
| Home Depot (HD) | 1.0 | $51M | -3% | 147k | 344.10 |
|
| Wal-Mart Stores (WMT) | 0.9 | $48M | +12% | 432k | 111.41 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $45M | +8% | 140k | 322.22 |
|
| TJX Companies (TJX) | 0.8 | $42M | +4% | 276k | 153.61 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.8 | $42M | +12% | 139k | 303.89 |
|
| Johnson & Johnson (JNJ) | 0.8 | $40M | +2% | 195k | 206.95 |
|
| Abbott Laboratories (ABT) | 0.8 | $38M | +9% | 306k | 125.29 |
|
| Visa Com Cl A (V) | 0.7 | $37M | +2% | 106k | 350.71 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.7 | $36M | +10% | 570k | 62.47 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $34M | -4% | 67k | 502.65 |
|
| Mastercard Incorporated Cl A (MA) | 0.6 | $31M | +4% | 55k | 570.88 |
|
| Meta Platforms Cl A (META) | 0.6 | $28M | +16% | 43k | 660.09 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $28M | -56% | 45k | 627.13 |
|
| Procter & Gamble Company (PG) | 0.4 | $23M | -23% | 160k | 143.31 |
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| Marsh & McLennan Companies | 0.4 | $23M | 122k | 185.52 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $22M | NEW | 289k | 75.44 |
|
| Waste Connections (WCN) | 0.4 | $19M | -4% | 109k | 175.36 |
|
| Adobe Systems Incorporated (ADBE) | 0.4 | $19M | -15% | 53k | 349.99 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $19M | -2% | 39k | 473.30 |
|
| Broadcom (AVGO) | 0.4 | $18M | +53% | 52k | 346.10 |
|
| American Express Company (AXP) | 0.3 | $18M | 47k | 369.95 |
|
|
| Booking Holdings (BKNG) | 0.3 | $17M | +50% | 3.2k | 5355.33 |
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| Linde SHS (LIN) | 0.3 | $17M | +2% | 40k | 426.39 |
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| Abbvie (ABBV) | 0.3 | $16M | -8% | 71k | 228.49 |
|
| Msci (MSCI) | 0.3 | $16M | 28k | 573.73 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $16M | 39k | 396.31 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $15M | 25k | 614.31 |
|
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| Pepsi (PEP) | 0.3 | $15M | -5% | 104k | 143.52 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $15M | +3% | 123k | 120.34 |
|
| Vanguard World Mega Cap Index (MGC) | 0.3 | $15M | NEW | 58k | 251.17 |
|
| Progressive Corporation (PGR) | 0.3 | $14M | -3% | 63k | 227.72 |
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.3 | $14M | +13% | 346k | 41.08 |
|
| Canadian Natl Ry (CNI) | 0.3 | $13M | -6% | 130k | 98.85 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $13M | +2% | 89k | 141.06 |
|
| Automatic Data Processing (ADP) | 0.2 | $12M | +10% | 48k | 257.23 |
|
| Quanta Services (PWR) | 0.2 | $12M | +11% | 29k | 422.06 |
|
| Coca-Cola Company (KO) | 0.2 | $12M | +48% | 173k | 69.91 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $12M | 16.00 | 754800.00 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $11M | 51k | 219.78 |
|
|
| Emerson Electric (EMR) | 0.2 | $11M | -5% | 79k | 132.72 |
|
| Merck & Co (MRK) | 0.2 | $10M | +15% | 99k | 105.26 |
|
| Danaher Corporation (DHR) | 0.2 | $9.8M | +2% | 43k | 228.92 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $9.7M | -19% | 147k | 66.00 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $9.3M | -18% | 49k | 191.56 |
|
| Edwards Lifesciences (EW) | 0.2 | $9.2M | -3% | 108k | 85.25 |
|
| Walt Disney Company (DIS) | 0.2 | $9.1M | -6% | 80k | 113.77 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $9.0M | +3% | 10k | 862.37 |
|
| Enterprise Products Partners (EPD) | 0.2 | $8.5M | -3% | 266k | 32.06 |
|
| Ecolab (ECL) | 0.2 | $8.5M | -4% | 32k | 262.52 |
|
| Vulcan Materials Company (VMC) | 0.2 | $8.2M | +166% | 29k | 285.22 |
|
| Cisco Systems (CSCO) | 0.2 | $7.9M | 103k | 77.03 |
|
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| Spdr Series Trust State Street Spd (BILS) | 0.2 | $7.7M | -12% | 78k | 99.22 |
|
| Uber Technologies (UBER) | 0.1 | $7.4M | +1906% | 91k | 81.71 |
|
| Canadian Pacific Kansas City (CP) | 0.1 | $7.2M | 98k | 73.63 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $7.1M | -3% | 23k | 305.63 |
|
| S&p Global (SPGI) | 0.1 | $6.7M | 13k | 522.59 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $6.6M | +4% | 21k | 308.03 |
|
| Ameriprise Financial (AMP) | 0.1 | $6.5M | 13k | 490.34 |
|
|
| Applied Materials (AMAT) | 0.1 | $6.4M | -6% | 25k | 256.99 |
|
| Tesla Motors (TSLA) | 0.1 | $6.0M | -6% | 13k | 449.72 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $6.0M | 12k | 487.87 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $6.0M | -12% | 10k | 579.42 |
|
| International Business Machines (IBM) | 0.1 | $5.8M | +43% | 20k | 296.21 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $5.7M | 60k | 94.16 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $5.6M | +2% | 30k | 183.40 |
|
| ConocoPhillips (COP) | 0.1 | $5.5M | -13% | 59k | 93.61 |
|
| Alcon Ord Shs (ALC) | 0.1 | $5.4M | -31% | 69k | 78.81 |
|
| Caterpillar (CAT) | 0.1 | $5.4M | -14% | 9.4k | 572.86 |
|
| Chevron Corporation (CVX) | 0.1 | $5.3M | +9% | 35k | 152.41 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $5.1M | -4% | 33k | 154.80 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $5.1M | NEW | 51k | 99.85 |
|
| Aptar (ATR) | 0.1 | $5.0M | -45% | 41k | 121.96 |
|
| Amgen (AMGN) | 0.1 | $4.8M | 15k | 327.31 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $4.7M | 49k | 96.03 |
|
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| Oracle Corporation (ORCL) | 0.1 | $4.7M | -23% | 24k | 194.91 |
|
| Tyler Technologies (TYL) | 0.1 | $4.6M | -16% | 10k | 453.95 |
|
| General Mills (GIS) | 0.1 | $4.4M | +4% | 95k | 46.50 |
|
| Chubb (CB) | 0.1 | $4.3M | +80% | 14k | 312.12 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $4.3M | +40% | 31k | 137.87 |
|
| 3M Company (MMM) | 0.1 | $4.3M | +16% | 27k | 160.10 |
|
| Stryker Corporation (SYK) | 0.1 | $4.0M | +2% | 11k | 351.47 |
|
| Hilton Worldwide Holdings (HLT) | 0.1 | $4.0M | -2% | 14k | 287.25 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $4.0M | 45k | 89.46 |
|
|
| AFLAC Incorporated (AFL) | 0.1 | $4.0M | 36k | 110.27 |
|
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| Lowe's Companies (LOW) | 0.1 | $3.9M | +5% | 16k | 241.16 |
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| Analog Devices (ADI) | 0.1 | $3.8M | +4% | 14k | 271.20 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $3.8M | 24k | 155.12 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $3.8M | 25k | 148.69 |
|
|
| Wells Fargo & Company (WFC) | 0.1 | $3.7M | -3% | 40k | 93.20 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $3.7M | 26k | 143.52 |
|
|
| Netflix (NFLX) | 0.1 | $3.7M | +1070% | 39k | 93.76 |
|
| Pfizer (PFE) | 0.1 | $3.7M | +3% | 147k | 24.90 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $3.6M | 29k | 123.26 |
|
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| Bank of America Corporation (BAC) | 0.1 | $3.5M | +2% | 64k | 55.00 |
|
| Morgan Stanley Com New (MS) | 0.1 | $3.5M | +6% | 20k | 177.53 |
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| Nextera Energy (NEE) | 0.1 | $3.4M | 43k | 80.28 |
|
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| Union Pacific Corporation (UNP) | 0.1 | $3.4M | -12% | 15k | 231.32 |
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| Ge Vernova (GEV) | 0.1 | $3.4M | +5% | 5.2k | 653.56 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $3.4M | 34k | 99.91 |
|
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| Goldman Sachs (GS) | 0.1 | $3.3M | +6% | 3.8k | 879.11 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $3.3M | -7% | 40k | 83.00 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $3.3M | 12k | 268.31 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $3.2M | -24% | 15k | 211.79 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $3.2M | 39k | 81.17 |
|
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| Palo Alto Networks (PANW) | 0.1 | $3.2M | +4% | 17k | 184.20 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $3.1M | 29k | 106.70 |
|
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $2.9M | -16% | 29k | 100.38 |
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| EOG Resources (EOG) | 0.1 | $2.9M | -65% | 28k | 105.01 |
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| Illinois Tool Works (ITW) | 0.1 | $2.9M | -2% | 12k | 246.30 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $2.9M | 10k | 287.85 |
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| Medtronic SHS (MDT) | 0.1 | $2.8M | +1099% | 30k | 96.06 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $2.8M | 103k | 27.43 |
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| Vontier Corporation (VNT) | 0.1 | $2.8M | -11% | 76k | 37.18 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $2.7M | 13k | 209.12 |
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| Progress Software Corporation (PRGS) | 0.1 | $2.7M | 62k | 42.96 |
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| Travelers Companies (TRV) | 0.1 | $2.6M | 9.1k | 290.06 |
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| Intel Corporation (INTC) | 0.1 | $2.6M | -8% | 71k | 36.90 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $2.6M | +15% | 31k | 85.37 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $2.6M | 15k | 168.77 |
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| Blackrock (BLK) | 0.1 | $2.6M | +2% | 2.4k | 1070.42 |
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| Illumina (ILMN) | 0.1 | $2.6M | NEW | 20k | 131.16 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $2.5M | -5% | 38k | 67.22 |
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| Fiserv (FI) | 0.0 | $2.5M | -81% | 38k | 67.17 |
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| Deere & Company (DE) | 0.0 | $2.4M | -20% | 5.3k | 465.58 |
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| Bristol Myers Squibb (BMY) | 0.0 | $2.4M | -2% | 45k | 53.94 |
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| UnitedHealth (UNH) | 0.0 | $2.4M | -20% | 7.2k | 330.09 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $2.4M | -55% | 8.1k | 290.22 |
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| Iqvia Holdings (IQV) | 0.0 | $2.3M | +837% | 10k | 225.41 |
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| Fortinet (FTNT) | 0.0 | $2.3M | +303% | 29k | 79.41 |
|
| BP Sponsored Adr (BP) | 0.0 | $2.3M | +251% | 66k | 34.73 |
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| Mettler-Toledo International (MTD) | 0.0 | $2.3M | -7% | 1.6k | 1394.19 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $2.2M | +2% | 13k | 171.18 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $2.2M | +2% | 11k | 190.99 |
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| Qualcomm (QCOM) | 0.0 | $2.2M | -38% | 13k | 171.05 |
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| Honeywell International (HON) | 0.0 | $2.1M | -29% | 11k | 195.08 |
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| Old Dominion Freight Line (ODFL) | 0.0 | $2.1M | +2% | 13k | 156.81 |
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| Williams Companies (WMB) | 0.0 | $2.1M | NEW | 35k | 60.11 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $2.1M | +100% | 48k | 42.69 |
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| Corteva (CTVA) | 0.0 | $2.0M | +595% | 31k | 67.03 |
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| Spdr Series Trust State Street Spd (XHB) | 0.0 | $2.0M | 20k | 102.96 |
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| Cigna Corp (CI) | 0.0 | $1.9M | 7.0k | 275.23 |
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| Allstate Corporation (ALL) | 0.0 | $1.9M | -54% | 9.3k | 208.15 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $1.9M | 12k | 162.63 |
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| United Parcel Service CL B (UPS) | 0.0 | $1.9M | +604% | 19k | 99.19 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $1.9M | -63% | 16k | 120.18 |
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| McKesson Corporation (MCK) | 0.0 | $1.9M | 2.3k | 820.29 |
|
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| Colgate-Palmolive Company (CL) | 0.0 | $1.9M | +150% | 24k | 79.02 |
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| PNC Financial Services (PNC) | 0.0 | $1.9M | 9.0k | 208.73 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $1.9M | -3% | 12k | 154.14 |
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| Air Products & Chemicals (APD) | 0.0 | $1.8M | +2% | 7.5k | 247.02 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $1.8M | -69% | 36k | 50.88 |
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| Ishares Gold Tr Shares Represent (IAUM) | 0.0 | $1.8M | +37% | 43k | 42.99 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $1.8M | 2.1k | 878.96 |
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| Vanguard Wellington Short Trm Tax Ex (VTES) | 0.0 | $1.8M | 18k | 101.57 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $1.8M | 4.0k | 453.31 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $1.8M | +3% | 13k | 141.49 |
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| International Flavors & Fragrances (IFF) | 0.0 | $1.8M | NEW | 27k | 67.39 |
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| salesforce (CRM) | 0.0 | $1.8M | +4% | 6.8k | 264.91 |
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| Kkr & Co (KKR) | 0.0 | $1.8M | 14k | 127.48 |
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| Ishares Tr Broad Usd High (USHY) | 0.0 | $1.8M | NEW | 47k | 37.40 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $1.8M | -2% | 18k | 96.27 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $1.7M | +7% | 10k | 173.49 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $1.7M | -10% | 6.8k | 246.16 |
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| Intuit (INTU) | 0.0 | $1.7M | +6% | 2.5k | 662.38 |
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| IDEXX Laboratories (IDXX) | 0.0 | $1.6M | 2.4k | 676.53 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $1.6M | +3% | 2.2k | 753.78 |
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| Spdr Series Trust State Street Spd (BIL) | 0.0 | $1.6M | -16% | 18k | 91.38 |
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| Capital One Financial (COF) | 0.0 | $1.6M | -17% | 6.5k | 242.36 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $1.6M | 8.8k | 177.37 |
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| Dover Corporation (DOV) | 0.0 | $1.6M | 8.0k | 195.24 |
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| Eaton Corp SHS (ETN) | 0.0 | $1.6M | 4.9k | 318.54 |
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| Northern Trust Corporation (NTRS) | 0.0 | $1.5M | +631% | 11k | 136.59 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $1.5M | 4.9k | 314.80 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $1.5M | +28% | 2.7k | 566.41 |
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| Spdr Series Trust State Street Spd (XBI) | 0.0 | $1.5M | 13k | 121.93 |
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| Global X Fds S&p 500 Catholic (CATH) | 0.0 | $1.5M | -3% | 18k | 82.23 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $1.5M | -13% | 19k | 79.73 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $1.5M | 3.6k | 412.73 |
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| Boeing Company (BA) | 0.0 | $1.5M | -16% | 6.7k | 217.12 |
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| Qnity Electronics Common Stock (Q) | 0.0 | $1.5M | NEW | 18k | 81.65 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $1.4M | -20% | 16k | 88.49 |
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| Dupont De Nemours (DD) | 0.0 | $1.4M | +213% | 35k | 40.20 |
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| SLB Com Stk (SLB) | 0.0 | $1.4M | +196% | 36k | 38.38 |
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| Kroger (KR) | 0.0 | $1.4M | -22% | 22k | 62.48 |
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| Corpay Com Shs (CPAY) | 0.0 | $1.4M | NEW | 4.5k | 300.93 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $1.4M | +105% | 9.4k | 143.97 |
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| SYSCO Corporation (SYY) | 0.0 | $1.3M | +306% | 18k | 73.69 |
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| GSK Sponsored Adr (GSK) | 0.0 | $1.3M | -6% | 27k | 49.04 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $1.3M | -2% | 3.5k | 373.44 |
|
| Advanced Micro Devices (AMD) | 0.0 | $1.3M | +26% | 6.0k | 214.14 |
|
| Kla Corp Com New (KLAC) | 0.0 | $1.3M | 1.0k | 1215.08 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $1.2M | -10% | 2.1k | 603.28 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $1.2M | +59% | 9.1k | 135.14 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $1.2M | -2% | 5.8k | 210.34 |
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.0 | $1.2M | 15k | 77.68 |
|
|
| Yum! Brands (YUM) | 0.0 | $1.2M | -11% | 7.9k | 151.28 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $1.2M | -2% | 4.6k | 257.93 |
|
| American Tower Reit (AMT) | 0.0 | $1.2M | +8% | 6.7k | 175.57 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $1.2M | 1.1k | 1069.86 |
|
|
| Bio-techne Corporation (TECH) | 0.0 | $1.1M | NEW | 20k | 58.81 |
|
| Unilever Spon Adr New (UL) | 0.0 | $1.1M | NEW | 17k | 65.40 |
|
| O'reilly Automotive (ORLY) | 0.0 | $1.1M | 12k | 91.21 |
|
|
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.0 | $1.1M | 4.0k | 281.16 |
|
|
| Vanguard World Materials Etf (VAW) | 0.0 | $1.1M | 5.3k | 207.54 |
|
|
| eBay (EBAY) | 0.0 | $1.1M | 13k | 87.10 |
|
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $1.1M | 24k | 45.45 |
|
|
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.0 | $1.1M | +141% | 23k | 47.56 |
|
| Rockwell Automation (ROK) | 0.0 | $1.1M | +17% | 2.8k | 389.07 |
|
| Citigroup Com New (C) | 0.0 | $1.1M | +2% | 9.2k | 116.69 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $1.1M | -22% | 7.8k | 136.94 |
|
| Vistra Energy (VST) | 0.0 | $1.1M | +9% | 6.6k | 161.34 |
|
| Micron Technology (MU) | 0.0 | $1.1M | +35% | 3.7k | 285.41 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $1.0M | 3.8k | 275.39 |
|
|
| Moody's Corporation (MCO) | 0.0 | $1.0M | 2.0k | 510.85 |
|
|
| AutoZone (AZO) | 0.0 | $1.0M | +4% | 304.00 | 3391.50 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $1.0M | 12k | 83.61 |
|
|
| Roper Industries (ROP) | 0.0 | $1.0M | 2.3k | 445.13 |
|
|
| Hologic (HOLX) | 0.0 | $1.0M | -6% | 14k | 74.49 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $993k | +4% | 20k | 49.65 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $988k | 5.0k | 199.68 |
|
|
| Autodesk (ADSK) | 0.0 | $979k | +22% | 3.3k | 296.01 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $941k | +3% | 3.0k | 310.24 |
|
| Samsara Com Cl A (IOT) | 0.0 | $920k | 26k | 35.45 |
|
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $912k | 22k | 41.36 |
|
|
| Servicenow (NOW) | 0.0 | $895k | +396% | 5.8k | 153.19 |
|
| Nucor Corporation (NUE) | 0.0 | $893k | +6% | 5.5k | 163.12 |
|
| Carrier Global Corporation (CARR) | 0.0 | $885k | +16% | 17k | 52.84 |
|
| Waste Management (WM) | 0.0 | $879k | 4.0k | 219.73 |
|
|
| Constellation Energy (CEG) | 0.0 | $843k | 2.4k | 353.27 |
|
|
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.0 | $834k | NEW | 13k | 65.51 |
|
| At&t (T) | 0.0 | $833k | -11% | 34k | 24.84 |
|
| Verizon Communications (VZ) | 0.0 | $818k | 20k | 40.73 |
|
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $811k | 4.4k | 185.03 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $801k | -3% | 22k | 37.00 |
|
| Prologis (PLD) | 0.0 | $799k | -13% | 6.3k | 127.66 |
|
| Astrazeneca Sponsored Adr | 0.0 | $798k | -15% | 8.7k | 91.93 |
|
| Nike CL B (NKE) | 0.0 | $796k | -30% | 13k | 63.71 |
|
| Norfolk Southern (NSC) | 0.0 | $792k | -3% | 2.7k | 288.72 |
|
| Philip Morris International (PM) | 0.0 | $790k | -4% | 4.9k | 160.40 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $781k | -21% | 26k | 29.89 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $776k | NEW | 9.4k | 82.82 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $775k | 5.5k | 141.14 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $767k | -10% | 9.7k | 79.36 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $757k | -11% | 1.3k | 570.21 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $739k | 3.5k | 211.24 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $736k | +22% | 10k | 73.48 |
|
| General Dynamics Corporation (GD) | 0.0 | $717k | 2.1k | 336.66 |
|
|
| American Water Works (AWK) | 0.0 | $714k | -5% | 5.5k | 130.50 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $713k | -67% | 7.1k | 99.88 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $707k | NEW | 9.9k | 71.62 |
|
| Paccar (PCAR) | 0.0 | $695k | -5% | 6.3k | 109.51 |
|
| L3harris Technologies (LHX) | 0.0 | $686k | 2.3k | 293.57 |
|
|
| Hershey Company (HSY) | 0.0 | $686k | +80% | 3.8k | 181.98 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $681k | +8% | 7.1k | 95.35 |
|
| Unity Software (U) | 0.0 | $680k | 15k | 44.17 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $672k | 2.2k | 302.11 |
|
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $672k | -12% | 12k | 54.77 |
|
| Republic Services (RSG) | 0.0 | $667k | 3.1k | 211.95 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $667k | -7% | 12k | 53.76 |
|
| CSX Corporation (CSX) | 0.0 | $663k | 18k | 36.25 |
|
|
| Globe Life (GL) | 0.0 | $658k | -8% | 4.7k | 139.86 |
|
| Intercontinental Exchange (ICE) | 0.0 | $628k | 3.9k | 161.96 |
|
|
| TransDigm Group Incorporated (TDG) | 0.0 | $620k | 466.00 | 1329.85 |
|
|
| Corning Incorporated (GLW) | 0.0 | $618k | 7.1k | 87.56 |
|
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.0 | $609k | 5.2k | 117.72 |
|
|
| Clorox Company (CLX) | 0.0 | $607k | +232% | 6.0k | 100.83 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $605k | 2.3k | 258.79 |
|
|
| Arista Networks Com Shs (ANET) | 0.0 | $604k | 4.6k | 131.03 |
|
|
| Texas Pacific Land Corp (TPL) | 0.0 | $599k | +181% | 2.1k | 287.22 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $593k | +29% | 11k | 53.36 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $590k | 2.2k | 269.18 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $587k | 5.1k | 113.92 |
|
|
| Liberty Live Holdings Com Shs Ser C (LLYVK) | 0.0 | $583k | NEW | 7.0k | 83.16 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $578k | +8% | 3.3k | 177.75 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $577k | -5% | 4.2k | 137.96 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $572k | +5% | 3.6k | 160.97 |
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $569k | NEW | 24k | 23.69 |
|
| Skyworks Solutions (SWKS) | 0.0 | $567k | 8.9k | 63.41 |
|
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $563k | 12k | 46.92 |
|
|
| Altria (MO) | 0.0 | $550k | 9.5k | 57.66 |
|
|
| Ishares Tr Morningstr Us Eq (ILCB) | 0.0 | $542k | 5.7k | 94.38 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $540k | -2% | 1.1k | 483.67 |
|
| Paychex (PAYX) | 0.0 | $540k | -4% | 4.8k | 112.18 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $536k | 11k | 50.79 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $529k | 1.1k | 480.65 |
|
|
| Vanguard World Consum Dis Etf (VCR) | 0.0 | $513k | +36% | 1.3k | 393.87 |
|
| Rubrik Cl A (RBRK) | 0.0 | $512k | 6.7k | 76.48 |
|
|
| Seaboard Corporation (SEB) | 0.0 | $511k | -4% | 115.00 | 4444.82 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $500k | -5% | 9.3k | 53.83 |
|
| D.R. Horton (DHI) | 0.0 | $492k | NEW | 3.4k | 144.02 |
|
| Lionsgate Studios Corp (LION) | 0.0 | $491k | NEW | 54k | 9.13 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $487k | +6% | 2.0k | 242.91 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $478k | +100% | 4.0k | 119.41 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $476k | 1.0k | 468.76 |
|
|
| Siriusxm Holdings Common Stock (SIRI) | 0.0 | $472k | 24k | 20.00 |
|
|
| Stanley Black & Decker (SWK) | 0.0 | $470k | 6.3k | 74.28 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $463k | 1.2k | 389.20 |
|
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $461k | 4.5k | 102.54 |
|
|
| Vanguard World Esg Us Corp Bd (VCEB) | 0.0 | $457k | NEW | 7.2k | 63.63 |
|
| State Street Corporation (STT) | 0.0 | $453k | -7% | 3.5k | 129.01 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $453k | 5.5k | 82.48 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $450k | -10% | 3.7k | 122.96 |
|
| Gilead Sciences (GILD) | 0.0 | $447k | +2% | 3.6k | 122.74 |
|
| Teradyne (TER) | 0.0 | $446k | 2.3k | 193.57 |
|
|
| Yum China Holdings (YUMC) | 0.0 | $440k | 9.2k | 47.74 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $439k | +9% | 5.4k | 82.02 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $439k | +18% | 3.0k | 146.58 |
|
| Bhp Group Sponsored Ads (BHP) | 0.0 | $436k | -6% | 7.2k | 60.37 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $434k | +10% | 1.3k | 324.11 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $432k | -10% | 5.5k | 78.67 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $432k | -8% | 4.3k | 100.89 |
|
| Metropcs Communications (TMUS) | 0.0 | $426k | +30% | 2.1k | 203.04 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $426k | 1.9k | 224.67 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $426k | 7.4k | 57.24 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $423k | 1.2k | 342.97 |
|
|
| Fastenal Company (FAST) | 0.0 | $422k | +12% | 11k | 40.13 |
|
| Xylem (XYL) | 0.0 | $417k | NEW | 3.1k | 136.18 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $415k | 4.7k | 88.08 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $414k | 3.3k | 125.82 |
|
|
| Affirm Hldgs Com Cl A (AFRM) | 0.0 | $413k | 5.6k | 74.43 |
|
|
| Markel Corporation (MKL) | 0.0 | $413k | 192.00 | 2149.65 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $410k | -7% | 2.2k | 188.07 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $409k | 1.8k | 227.51 |
|
|
| CRH Ord (CRH) | 0.0 | $402k | 3.2k | 124.80 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $391k | -2% | 4.5k | 87.35 |
|
| LeMaitre Vascular (LMAT) | 0.0 | $388k | -18% | 4.8k | 81.10 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $388k | +4% | 1.3k | 301.15 |
|
| Darden Restaurants (DRI) | 0.0 | $381k | -7% | 2.1k | 184.02 |
|
| Aon Shs Cl A (AON) | 0.0 | $380k | +14% | 1.1k | 352.88 |
|
| Cme (CME) | 0.0 | $379k | 1.4k | 273.08 |
|
|
| American Electric Power Company (AEP) | 0.0 | $371k | -20% | 3.2k | 115.31 |
|
| Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) | 0.0 | $371k | 7.1k | 52.64 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $371k | 7.0k | 52.88 |
|
|
| Toyota Motor Corp Ads (TM) | 0.0 | $368k | 1.7k | 214.06 |
|
|
| Martin Marietta Materials (MLM) | 0.0 | $367k | -25% | 589.00 | 622.66 |
|
| Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX) | 0.0 | $355k | 7.0k | 50.47 |
|
|
| Tidal Trust Iii Rockefeller Glob (RGEF) | 0.0 | $354k | 12k | 30.66 |
|
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.0 | $353k | 17k | 21.00 |
|
|
| Snap-on Incorporated (SNA) | 0.0 | $352k | 1.0k | 344.60 |
|
|
| Spdr Series Trust State Street Spd (SJNK) | 0.0 | $351k | 14k | 25.32 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $351k | 4.2k | 84.21 |
|
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $350k | 3.9k | 90.40 |
|
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $350k | 2.6k | 132.37 |
|
|
| Airbnb Com Cl A (ABNB) | 0.0 | $343k | NEW | 2.5k | 135.72 |
|
| Howmet Aerospace (HWM) | 0.0 | $342k | 1.7k | 205.02 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $336k | -9% | 2.9k | 117.21 |
|
| Cummins (CMI) | 0.0 | $335k | -13% | 657.00 | 510.45 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $331k | 13k | 26.23 |
|
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.0 | $325k | 8.6k | 38.05 |
|
|
| Rbc Cad (RY) | 0.0 | $325k | 1.9k | 170.49 |
|
|
| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $324k | 3.0k | 106.70 |
|
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $319k | 1.3k | 250.88 |
|
|
| Keysight Technologies (KEYS) | 0.0 | $315k | NEW | 1.6k | 203.19 |
|
| American Intl Group Com New (AIG) | 0.0 | $311k | -38% | 3.6k | 85.55 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $308k | 19k | 15.86 |
|
|
| United Rentals (URI) | 0.0 | $300k | +72% | 371.00 | 809.32 |
|
| MetLife (MET) | 0.0 | $298k | -18% | 3.8k | 78.94 |
|
| PAR Technology Corporation (PAR) | 0.0 | $297k | -27% | 8.2k | 36.28 |
|
| Synopsys (SNPS) | 0.0 | $290k | +34% | 618.00 | 469.72 |
|
| Extra Space Storage (EXR) | 0.0 | $290k | 2.2k | 130.23 |
|
|
| Global X Fds Defense Tech Etf (SHLD) | 0.0 | $289k | NEW | 4.5k | 64.79 |
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $289k | 8.3k | 34.74 |
|
|
| Monarch Casino & Resort (MCRI) | 0.0 | $287k | 3.0k | 95.70 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $287k | -23% | 1.5k | 194.07 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $286k | 5.2k | 54.71 |
|
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $277k | +4% | 11k | 26.32 |
|
| Devon Energy Corporation (DVN) | 0.0 | $276k | NEW | 7.5k | 36.63 |
|
| Southern Company (SO) | 0.0 | $275k | 3.2k | 87.20 |
|
|
| Spdr Series Trust State Street Spd (XME) | 0.0 | $274k | 2.6k | 103.61 |
|
|
| Workday Cl A (WDAY) | 0.0 | $273k | -14% | 1.3k | 214.78 |
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $272k | 14k | 19.33 |
|
|
| Anthem (ELV) | 0.0 | $268k | +5% | 763.00 | 350.55 |
|
| Liberty Latin America Com Cl C (LILAK) | 0.0 | $266k | NEW | 36k | 7.46 |
|
| General Motors Company (GM) | 0.0 | $265k | -5% | 3.3k | 81.32 |
|
| Packaging Corporation of America (PKG) | 0.0 | $260k | 1.3k | 206.26 |
|
|
| Broadridge Financial Solutions (BR) | 0.0 | $258k | 1.2k | 223.17 |
|
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $257k | 11k | 23.31 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $254k | 9.9k | 25.60 |
|
|
| Verisign (VRSN) | 0.0 | $254k | 1.0k | 242.95 |
|
|
| Spdr Series Trust State Street Spd (SPYV) | 0.0 | $253k | 4.5k | 56.81 |
|
|
| Trimble Navigation (TRMB) | 0.0 | $252k | NEW | 3.2k | 78.35 |
|
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.0 | $251k | -2% | 5.2k | 48.28 |
|
| Keurig Dr Pepper (KDP) | 0.0 | $250k | -74% | 8.9k | 28.01 |
|
| Wec Energy Group (WEC) | 0.0 | $248k | 2.3k | 105.46 |
|
|
| Applovin Corp Com Cl A (APP) | 0.0 | $247k | +17% | 366.00 | 673.82 |
|
| Paypal Holdings (PYPL) | 0.0 | $246k | -15% | 4.2k | 58.38 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $244k | NEW | 316.00 | 771.87 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $241k | 2.6k | 94.20 |
|
|
| Ing Groep Sponsored Adr (ING) | 0.0 | $241k | 8.6k | 28.00 |
|
|
| Murphy Usa (MUSA) | 0.0 | $239k | 593.00 | 403.52 |
|
|
| First Solar (FSLR) | 0.0 | $238k | NEW | 909.00 | 261.23 |
|
| Netease Sponsored Ads (NTES) | 0.0 | $236k | 1.7k | 137.62 |
|
|
| W.W. Grainger (GWW) | 0.0 | $235k | 233.00 | 1009.05 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $233k | NEW | 1.4k | 162.01 |
|
| Hca Holdings (HCA) | 0.0 | $233k | 499.00 | 466.86 |
|
|
| Icici Bank Adr (IBN) | 0.0 | $230k | 7.7k | 29.80 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $228k | 377.00 | 605.01 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $224k | 1.1k | 213.45 |
|
|
| Exelon Corporation (EXC) | 0.0 | $223k | 5.1k | 43.59 |
|
|
| Unum (UNM) | 0.0 | $222k | 2.9k | 77.50 |
|
|
| Relx Sponsored Adr (RELX) | 0.0 | $221k | NEW | 5.5k | 40.42 |
|
| RPM International (RPM) | 0.0 | $221k | 2.1k | 104.00 |
|
|
| Rollins (ROL) | 0.0 | $218k | -44% | 3.6k | 60.02 |
|
| CF Industries Holdings (CF) | 0.0 | $217k | 2.8k | 77.34 |
|
|
| Tri-Continental Corporation (TY) | 0.0 | $215k | 6.6k | 32.66 |
|
|
| Omni (OMC) | 0.0 | $215k | NEW | 2.7k | 80.75 |
|
| Ubs Group SHS (UBS) | 0.0 | $211k | NEW | 4.5k | 46.31 |
|
| Ross Stores (ROST) | 0.0 | $208k | NEW | 1.2k | 180.14 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $207k | -22% | 7.7k | 26.91 |
|
| Spdr Series Trust State Street Spd (XAR) | 0.0 | $204k | -12% | 847.00 | 241.24 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $204k | NEW | 3.6k | 56.62 |
|
| Epam Systems (EPAM) | 0.0 | $202k | NEW | 987.00 | 204.88 |
|
| Banco Santander Sa Adr (SAN) | 0.0 | $201k | 17k | 11.73 |
|
|
| Eastern Bankshares (EBC) | 0.0 | $195k | 11k | 18.43 |
|
|
| Invesco Advantage Mun Income Sh Ben Int (VKI) | 0.0 | $181k | 20k | 9.12 |
|
|
| Viatris (VTRS) | 0.0 | $178k | 14k | 12.45 |
|
|
| J P Morgan Exchange Traded F Betabuilders Cda (BBCA) | 0.0 | $176k | NEW | 1.9k | 93.00 |
|
| Haleon Spon Ads (HLN) | 0.0 | $172k | -25% | 17k | 10.11 |
|
| Kalvista Pharmaceuticals (KALV) | 0.0 | $162k | 10k | 16.15 |
|
|
| Pimco CA Municipal Income Fund (PCQ) | 0.0 | $161k | 18k | 8.73 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $123k | 23k | 5.30 |
|
|
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.0 | $122k | NEW | 2.5k | 48.60 |
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $101k | NEW | 13k | 7.86 |
|
| Mbia (MBI) | 0.0 | $82k | 11k | 7.16 |
|
|
| Telefonica S A Sponsored Adr | 0.0 | $59k | NEW | 15k | 4.05 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $55k | NEW | 500.00 | 110.19 |
|
| Aspen Aerogels (ASPN) | 0.0 | $28k | 10k | 2.83 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $5.8k | NEW | 48.00 | 121.75 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $3.1k | NEW | 52.00 | 59.92 |
|
Past Filings by Choate Investment Advisors
SEC 13F filings are viewable for Choate Investment Advisors going back to 2011
- Choate Investment Advisors 2025 Q4 filed Feb. 9, 2026
- Choate Investment Advisors 2025 Q3 filed Nov. 10, 2025
- Choate Investment Advisors 2025 Q2 filed Aug. 12, 2025
- Choate Investment Advisors 2025 Q1 filed May 14, 2025
- Choate Investment Advisors 2024 Q4 filed Feb. 10, 2025
- Choate Investment Advisors 2024 Q3 filed Nov. 13, 2024
- Choate Investment Advisors 2024 Q2 filed Aug. 8, 2024
- 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