Choate Investment Advisors
Latest statistics and disclosures from Choate Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, MUB, AAPL, MSFT, SPYX, and represent 54.21% of Choate Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$35M), MUB (+$22M), IVV (+$21M), FI (+$6.7M), PGR (+$5.9M), UNH (+$5.7M), AVGO, MSCI, ADBE, TMO.
- Started 25 new stock positions in DVN, U, SEB, C, XLB, ED, Sirius XM Holdings, LEN, IQV, AFRM.
- Reduced shares in these 10 stocks: RSP (-$174M), BIL (-$12M), NVDA (-$6.8M), SCHW, AGG, BILS, IEFA, UNP, NKE, IWF.
- Sold out of its positions in ALGS, AEP, CHD, CRWD, WIRE, FDX, F, HR, HHH, QUAL. Laboratory Corp. of America Holdings, LSXMK, OXY, OKE, PSX, SDY, SCHM, BND, VMC.
- Choate Investment Advisors was a net seller of stock by $-89M.
- Choate Investment Advisors has $3.9B in assets under management (AUM), dropping by 2.83%.
- Central Index Key (CIK): 0001399794
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Portfolio Holdings for Choate Investment Advisors
Choate Investment Advisors holds 383 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 40.5 | $1.6B | 2.8M | 576.82 |
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| Ishares Tr National Mun Etf (MUB) | 3.8 | $150M | +17% | 1.4M | 108.63 |
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| Apple (AAPL) | 3.4 | $132M | 566k | 233.00 |
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| Microsoft Corporation (MSFT) | 3.3 | $128M | 297k | 430.30 |
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| Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 3.2 | $126M | 2.7M | 47.25 |
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| NVIDIA Corporation (NVDA) | 2.4 | $95M | -6% | 778k | 121.42 |
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| Amazon (AMZN) | 2.0 | $79M | +3% | 425k | 186.36 |
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| Home Depot (HD) | 1.4 | $54M | +3% | 132k | 405.18 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $53M | 316k | 165.83 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $52M | 91k | 573.76 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.3 | $51M | +4% | 438k | 116.96 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.3 | $51M | +230% | 96k | 527.67 |
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| Procter & Gamble Company (PG) | 1.1 | $42M | 242k | 173.17 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $36M | +3% | 214k | 167.19 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.9 | $36M | -83% | 198k | 179.16 |
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| Johnson & Johnson (JNJ) | 0.8 | $32M | 196k | 162.01 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $31M | 67k | 460.26 |
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| Fiserv (FI) | 0.7 | $28M | +31% | 158k | 179.91 |
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| Visa Com Cl A (V) | 0.7 | $28M | 103k | 275.06 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $28M | 98k | 283.16 |
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| Marsh & McLennan Companies (MMC) | 0.7 | $27M | 122k | 223.09 |
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| UnitedHealth (UNH) | 0.6 | $25M | +29% | 43k | 584.68 |
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| Thermo Fisher Scientific (TMO) | 0.6 | $25M | +12% | 41k | 618.57 |
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| TJX Companies (TJX) | 0.6 | $24M | +12% | 203k | 117.63 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $24M | 113k | 210.86 |
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| Pepsi (PEP) | 0.6 | $24M | -2% | 140k | 170.00 |
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| Wal-Mart Stores (WMT) | 0.6 | $23M | +11% | 279k | 80.80 |
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| Abbott Laboratories (ABT) | 0.5 | $20M | +3% | 179k | 114.01 |
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| Mastercard Incorporated Cl A (MA) | 0.5 | $20M | +11% | 41k | 493.80 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $19M | 27.00 | 691180.00 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.5 | $18M | 341k | 52.81 |
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| Canadian Natl Ry (CNI) | 0.4 | $18M | -2% | 150k | 117.10 |
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| Aptar (ATR) | 0.4 | $18M | -3% | 110k | 159.77 |
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| Eli Lilly & Co. (LLY) | 0.4 | $16M | 19k | 885.94 |
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| Nike CL B (NKE) | 0.4 | $16M | -6% | 180k | 88.21 |
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| American Express Company (AXP) | 0.4 | $16M | -4% | 58k | 271.20 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.4 | $16M | -42% | 169k | 91.81 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $15M | +4% | 87k | 174.04 |
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| Meta Platforms Cl A (META) | 0.4 | $15M | 26k | 572.44 |
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| Waste Connections (WCN) | 0.4 | $15M | +21% | 83k | 178.94 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $14M | -7% | 37k | 375.38 |
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| Abbvie (ABBV) | 0.3 | $14M | 69k | 197.48 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $13M | 113k | 117.22 |
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| Danaher Corporation (DHR) | 0.3 | $13M | +5% | 47k | 278.02 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $12M | 24k | 488.07 |
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| Alcon Ord Shs (ALC) | 0.3 | $12M | 117k | 100.00 |
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| Linde SHS (LIN) | 0.3 | $12M | +21% | 25k | 477.05 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $12M | +35% | 22k | 520.46 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $11M | 180k | 62.32 |
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| Keurig Dr Pepper (KDP) | 0.3 | $11M | 293k | 37.47 |
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| Emerson Electric (EMR) | 0.3 | $11M | 98k | 109.33 |
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| Automatic Data Processing (ADP) | 0.3 | $11M | 38k | 276.75 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $10M | 52k | 198.06 |
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| Honeywell International (HON) | 0.3 | $10M | +16% | 48k | 206.71 |
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| Edwards Lifesciences (EW) | 0.3 | $9.9M | 150k | 65.99 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $9.5M | 39k | 243.06 |
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| Ecolab (ECL) | 0.2 | $9.3M | -5% | 36k | 255.33 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $9.2M | 77k | 119.70 |
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| Spdr Ser Tr Bloomberg 3-12 M (BILS) | 0.2 | $9.1M | -25% | 91k | 99.58 |
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| Enterprise Products Partners (EPD) | 0.2 | $9.1M | -3% | 311k | 29.11 |
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| Tyler Technologies (TYL) | 0.2 | $8.8M | 15k | 583.72 |
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| Merck & Co (MRK) | 0.2 | $8.6M | -7% | 76k | 113.57 |
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| Barnes (B) | 0.2 | $8.3M | 206k | 40.41 |
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| Union Pacific Corporation (UNP) | 0.2 | $8.3M | -15% | 34k | 245.75 |
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| Walt Disney Company (DIS) | 0.2 | $7.9M | +7% | 82k | 96.19 |
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| EOG Resources (EOG) | 0.2 | $7.6M | +8% | 62k | 122.93 |
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| American Tower Reit (AMT) | 0.2 | $7.6M | -2% | 33k | 232.56 |
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| Costco Wholesale Corporation (COST) | 0.2 | $7.3M | +5% | 8.2k | 886.52 |
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| McDonald's Corporation (MCD) | 0.2 | $7.0M | 23k | 304.51 |
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| Progressive Corporation (PGR) | 0.2 | $6.8M | +632% | 27k | 255.09 |
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| ConocoPhillips (COP) | 0.2 | $6.8M | -4% | 64k | 105.28 |
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| General Mills (GIS) | 0.2 | $6.7M | 91k | 73.85 |
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| S&p Global (SPGI) | 0.2 | $6.5M | 13k | 516.62 |
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| Ameriprise Financial (AMP) | 0.2 | $6.5M | -10% | 14k | 469.81 |
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| Cisco Systems (CSCO) | 0.2 | $6.3M | +2% | 118k | 53.22 |
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| Canadian Pacific Kansas City (CP) | 0.2 | $6.1M | -8% | 71k | 85.54 |
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| Oracle Corporation (ORCL) | 0.2 | $6.0M | 35k | 170.40 |
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| Amgen (AMGN) | 0.1 | $5.7M | 18k | 322.21 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $5.5M | -11% | 61k | 91.31 |
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| Applied Materials (AMAT) | 0.1 | $5.3M | 26k | 202.05 |
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| Chevron Corporation (CVX) | 0.1 | $5.1M | +2% | 35k | 147.27 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $5.1M | -2% | 13k | 383.93 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $5.1M | 43k | 119.07 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $5.0M | 25k | 200.78 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $5.0M | -2% | 32k | 154.02 |
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| Allstate Corporation (ALL) | 0.1 | $4.4M | 23k | 189.65 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $4.4M | -3% | 12k | 353.48 |
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| Broadcom (AVGO) | 0.1 | $4.3M | +911% | 25k | 172.50 |
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| Nextera Energy (NEE) | 0.1 | $4.3M | 51k | 84.53 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $4.3M | 52k | 83.63 |
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| Coca-Cola Company (KO) | 0.1 | $4.3M | 60k | 71.86 |
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| Lowe's Companies (LOW) | 0.1 | $4.2M | +4% | 16k | 270.85 |
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| Progress Software Corporation (PRGS) | 0.1 | $4.2M | 62k | 67.37 |
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| Pfizer (PFE) | 0.1 | $4.1M | -3% | 140k | 28.94 |
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| AFLAC Incorporated (AFL) | 0.1 | $4.0M | 36k | 111.80 |
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| Mettler-Toledo International (MTD) | 0.1 | $3.9M | -9% | 2.6k | 1499.70 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $3.9M | +4% | 32k | 121.16 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $3.8M | -6% | 33k | 115.02 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $3.7M | 48k | 77.18 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $3.6M | -9% | 63k | 57.41 |
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| Stryker Corporation (SYK) | 0.1 | $3.6M | -13% | 9.8k | 361.26 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $3.3M | +7% | 26k | 128.20 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $3.3M | 24k | 135.44 |
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| Vontier Corporation (VNT) | 0.1 | $3.2M | 95k | 33.74 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $3.2M | 26k | 125.62 |
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| Caterpillar (CAT) | 0.1 | $3.2M | -2% | 8.2k | 391.12 |
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| Msci (MSCI) | 0.1 | $3.2M | NEW | 5.4k | 589.41 |
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| Analog Devices (ADI) | 0.1 | $3.0M | 13k | 230.17 |
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| Ge Aerospace Com New (GE) | 0.1 | $3.0M | -2% | 16k | 188.58 |
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| Qualcomm (QCOM) | 0.1 | $2.9M | 17k | 170.05 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $2.9M | -15% | 34k | 84.53 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $2.8M | 10k | 282.20 |
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| Tesla Motors (TSLA) | 0.1 | $2.7M | +4% | 11k | 261.63 |
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| Deere & Company (DE) | 0.1 | $2.7M | +5% | 6.4k | 417.54 |
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| Old Dominion Freight Line (ODFL) | 0.1 | $2.6M | 13k | 198.65 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $2.6M | 11k | 230.50 |
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| 3M Company (MMM) | 0.1 | $2.5M | 18k | 136.70 |
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| Intel Corporation (INTC) | 0.1 | $2.5M | -8% | 106k | 23.46 |
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| Illinois Tool Works (ITW) | 0.1 | $2.5M | 9.4k | 262.07 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $2.5M | 20k | 125.96 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $2.4M | -66% | 38k | 64.81 |
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| Bristol Myers Squibb (BMY) | 0.1 | $2.4M | +10% | 47k | 51.74 |
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| Spdr Ser Tr S&p Homebuild (XHB) | 0.1 | $2.4M | 20k | 124.56 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $2.4M | 25k | 95.75 |
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| Cigna Corp (CI) | 0.1 | $2.4M | 6.8k | 346.44 |
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| Wells Fargo & Company (WFC) | 0.1 | $2.3M | 41k | 56.49 |
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| BlackRock (BLK) | 0.1 | $2.3M | +24% | 2.4k | 949.51 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $2.3M | 32k | 71.10 |
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| International Business Machines (IBM) | 0.1 | $2.3M | -25% | 10k | 221.08 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $2.3M | 16k | 145.60 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $2.3M | 23k | 98.80 |
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| Bank of America Corporation (BAC) | 0.1 | $2.2M | -7% | 56k | 39.68 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $2.2M | -22% | 11k | 206.57 |
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| Unilever Spon Adr New (UL) | 0.1 | $2.2M | -3% | 34k | 64.96 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $2.2M | 27k | 80.78 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.1 | $2.2M | 56k | 38.53 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $2.1M | +11% | 14k | 153.13 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $2.1M | 12k | 174.57 |
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| PAR Technology Corporation (PAR) | 0.1 | $2.0M | -30% | 39k | 52.08 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $2.0M | -53% | 26k | 78.05 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $2.0M | -6% | 4.3k | 465.08 |
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| Gra (GGG) | 0.0 | $1.9M | -29% | 22k | 86.77 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $1.9M | -5% | 19k | 97.42 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $1.8M | +2% | 11k | 162.91 |
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| Travelers Companies (TRV) | 0.0 | $1.8M | 7.7k | 234.12 |
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| Kkr & Co (KKR) | 0.0 | $1.8M | 14k | 130.58 |
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| Unity Software (U) | 0.0 | $1.8M | NEW | 79k | 22.62 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $1.8M | 3.0k | 586.52 |
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| Air Products & Chemicals (APD) | 0.0 | $1.7M | -4% | 5.9k | 297.74 |
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| Kroger (KR) | 0.0 | $1.7M | -3% | 29k | 57.30 |
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| Dover Corporation (DOV) | 0.0 | $1.6M | 8.3k | 191.74 |
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| PNC Financial Services (PNC) | 0.0 | $1.6M | 8.6k | 184.85 |
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| Netflix (NFLX) | 0.0 | $1.6M | 2.2k | 709.27 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $1.6M | -14% | 6.0k | 263.83 |
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| Goldman Sachs (GS) | 0.0 | $1.5M | -2% | 3.1k | 495.11 |
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| Intuit (INTU) | 0.0 | $1.5M | 2.4k | 621.00 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $1.5M | -4% | 36k | 41.77 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $1.5M | 18k | 83.00 |
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| Roper Industries (ROP) | 0.0 | $1.4M | 2.6k | 556.44 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $1.4M | -8% | 6.4k | 220.90 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $1.4M | 30k | 47.85 |
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| Palo Alto Networks (PANW) | 0.0 | $1.4M | +9% | 4.1k | 341.80 |
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| Ishares Tr Cohen Steer Reit (ICF) | 0.0 | $1.4M | -9% | 21k | 65.91 |
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| Boeing Company (BA) | 0.0 | $1.4M | 9.2k | 152.04 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $1.4M | -38% | 7.0k | 200.37 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $1.4M | 8.1k | 167.67 |
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| Constellation Brands Cl A (STZ) | 0.0 | $1.3M | 5.1k | 257.69 |
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| Global X Fds S&p 500 Catholic (CATH) | 0.0 | $1.3M | 19k | 69.39 |
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| Vanguard World Materials Etf (VAW) | 0.0 | $1.3M | 6.0k | 211.47 |
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| CVS Caremark Corporation (CVS) | 0.0 | $1.3M | -4% | 20k | 62.88 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $1.2M | 14k | 88.14 |
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| Hologic (HOLX) | 0.0 | $1.2M | 15k | 81.46 |
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| American Water Works (AWK) | 0.0 | $1.2M | 8.5k | 146.24 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $1.2M | +2% | 10k | 119.55 |
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| Yum! Brands (YUM) | 0.0 | $1.2M | 8.7k | 139.71 |
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| Eaton Corp SHS (ETN) | 0.0 | $1.2M | +7% | 3.7k | 331.44 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $1.2M | -48% | 5.1k | 237.19 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $1.2M | 5.3k | 225.76 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $1.2M | -5% | 3.8k | 314.39 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $1.2M | 20k | 57.62 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $1.2M | -74% | 12k | 101.27 |
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| Quanta Services (PWR) | 0.0 | $1.2M | +4% | 3.9k | 298.15 |
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| Waste Management (WM) | 0.0 | $1.1M | 5.5k | 207.61 |
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| salesforce (CRM) | 0.0 | $1.1M | 4.1k | 273.71 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $1.1M | 1.8k | 631.82 |
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| Paychex (PAYX) | 0.0 | $1.1M | 8.3k | 134.19 |
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| Carrier Global Corporation (CARR) | 0.0 | $1.1M | 14k | 80.49 |
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| McKesson Corporation (MCK) | 0.0 | $1.1M | 2.2k | 494.42 |
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| Rollins (ROL) | 0.0 | $1.1M | 22k | 50.58 |
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| GSK Sponsored Adr (GSK) | 0.0 | $1.1M | +26% | 27k | 40.88 |
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| Skyworks Solutions (SWKS) | 0.0 | $1.1M | -2% | 11k | 98.77 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $1.1M | -13% | 5.6k | 189.80 |
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| Verizon Communications (VZ) | 0.0 | $1.1M | -8% | 24k | 44.91 |
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| IDEXX Laboratories (IDXX) | 0.0 | $1.0M | 2.1k | 505.22 |
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| Morgan Stanley Com New (MS) | 0.0 | $1.0M | +2% | 9.9k | 104.24 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $1.0M | -5% | 1.8k | 569.66 |
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| Lam Research Corporation (LRCX) | 0.0 | $997k | 1.2k | 816.08 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $996k | 3.8k | 263.29 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $994k | 14k | 71.54 |
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| Vanguard World Consum Stp Etf (VDC) | 0.0 | $983k | 4.5k | 218.48 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $977k | -3% | 9.7k | 100.72 |
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| Chubb (CB) | 0.0 | $970k | 3.4k | 288.39 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $963k | +3% | 1.8k | 528.07 |
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| Nucor Corporation (NUE) | 0.0 | $935k | 6.2k | 150.34 |
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| Moody's Corporation (MCO) | 0.0 | $900k | +3% | 1.9k | 474.59 |
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| Colgate-Palmolive Company (CL) | 0.0 | $899k | 8.7k | 103.81 |
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| Prologis (PLD) | 0.0 | $877k | +5% | 6.9k | 126.28 |
|
| Intercontinental Exchange (ICE) | 0.0 | $874k | +59% | 5.4k | 160.64 |
|
| AutoZone (AZO) | 0.0 | $869k | 276.00 | 3150.04 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $868k | 3.5k | 248.60 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $850k | 738.00 | 1151.60 |
|
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $825k | +8% | 4.7k | 174.04 |
|
| Ge Vernova (GEV) | 0.0 | $823k | -17% | 3.2k | 254.98 |
|
| eBay (EBAY) | 0.0 | $821k | 13k | 65.11 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $797k | 5.7k | 139.68 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $786k | -20% | 5.8k | 135.07 |
|
| Gilead Sciences (GILD) | 0.0 | $786k | 9.4k | 83.84 |
|
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $781k | 22k | 35.42 |
|
|
| Discover Financial Services (DFS) | 0.0 | $759k | +5% | 5.4k | 140.29 |
|
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.0 | $757k | 14k | 53.70 |
|
|
| Dupont De Nemours (DD) | 0.0 | $754k | 8.5k | 89.11 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $751k | 5.0k | 151.62 |
|
|
| State Street Corporation (STT) | 0.0 | $736k | 8.3k | 88.47 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $726k | -9% | 3.7k | 195.38 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $720k | +19% | 1.5k | 491.27 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $717k | 860.00 | 833.25 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $708k | 2.2k | 321.90 |
|
|
| Norfolk Southern (NSC) | 0.0 | $702k | 2.8k | 248.50 |
|
|
| CSX Corporation (CSX) | 0.0 | $685k | -3% | 20k | 34.53 |
|
| Vistra Energy (VST) | 0.0 | $684k | 5.8k | 118.54 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $683k | -5% | 2.8k | 241.10 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $666k | +2% | 16k | 41.95 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $666k | -3% | 1.1k | 584.56 |
|
| United Parcel Service CL B (UPS) | 0.0 | $664k | -9% | 4.9k | 136.34 |
|
| Trane Technologies SHS (TT) | 0.0 | $655k | 1.7k | 388.73 |
|
|
| Texas Pacific Land Corp (TPL) | 0.0 | $655k | -61% | 740.00 | 884.74 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $649k | 6.0k | 107.65 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $644k | 13k | 49.92 |
|
|
| Servicenow (NOW) | 0.0 | $643k | +25% | 719.00 | 894.39 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $634k | +32% | 444.00 | 1427.13 |
|
| BP Sponsored Adr (BP) | 0.0 | $631k | +52% | 20k | 31.39 |
|
| L3harris Technologies (LHX) | 0.0 | $625k | -11% | 2.6k | 237.87 |
|
| Rockwell Automation (ROK) | 0.0 | $607k | 2.3k | 268.46 |
|
|
| J&J Snack Foods (JJSF) | 0.0 | $600k | -58% | 3.5k | 172.12 |
|
| Autodesk (ADSK) | 0.0 | $595k | 2.2k | 275.48 |
|
|
| Stanley Black & Decker (SWK) | 0.0 | $591k | 5.4k | 110.13 |
|
|
| Republic Services (RSG) | 0.0 | $583k | +11% | 2.9k | 200.86 |
|
| General Dynamics Corporation (GD) | 0.0 | $582k | +2% | 1.9k | 302.20 |
|
| At&t (T) | 0.0 | $576k | -21% | 26k | 22.00 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $575k | 11k | 52.13 |
|
|
| Seaboard Corporation (SEB) | 0.0 | $565k | NEW | 180.00 | 3137.00 |
|
| Advanced Micro Devices (AMD) | 0.0 | $561k | +6% | 3.4k | 164.08 |
|
| Siriusxm Holdings Common Stock | 0.0 | $559k | NEW | 24k | 23.65 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $553k | 7.5k | 73.83 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $549k | 12k | 45.32 |
|
|
| Globe Life (GL) | 0.0 | $546k | 5.2k | 105.91 |
|
|
| Anthem (ELV) | 0.0 | $543k | +48% | 1.0k | 520.00 |
|
| LeMaitre Vascular (LMAT) | 0.0 | $542k | 5.8k | 92.89 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $540k | +4% | 514.00 | 1051.24 |
|
| Target Corporation (TGT) | 0.0 | $534k | 3.4k | 155.86 |
|
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $523k | 2.5k | 211.83 |
|
|
| Booking Holdings (BKNG) | 0.0 | $522k | +2% | 124.00 | 4212.12 |
|
| Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) | 0.0 | $505k | 10k | 48.65 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $487k | 2.7k | 181.99 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $481k | 621.00 | 774.41 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $475k | -2% | 4.6k | 103.94 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $473k | 9.5k | 49.70 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $468k | 5.2k | 90.40 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $466k | 1.1k | 423.19 |
|
|
| Ishares Tr Morningstr Us Eq (ILCB) | 0.0 | $455k | 5.7k | 79.23 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $453k | +10% | 5.8k | 77.91 |
|
| Flexshares Tr Mornstar Usmkt (TILT) | 0.0 | $450k | 2.1k | 212.84 |
|
|
| Philip Morris International (PM) | 0.0 | $449k | +2% | 3.7k | 121.48 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $447k | 4.7k | 95.49 |
|
|
| Capital One Financial (COF) | 0.0 | $435k | +38% | 2.9k | 149.73 |
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $431k | 9.1k | 47.29 |
|
|
| Arista Networks (ANET) | 0.0 | $426k | +7% | 1.1k | 383.82 |
|
| Yum China Holdings (YUMC) | 0.0 | $426k | -2% | 9.5k | 45.02 |
|
| Extra Space Storage (EXR) | 0.0 | $424k | 2.4k | 180.19 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $415k | -2% | 1.5k | 281.37 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $415k | +15% | 1.1k | 381.67 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $414k | 3.8k | 109.53 |
|
|
| Citigroup Com New (C) | 0.0 | $411k | NEW | 6.6k | 62.60 |
|
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.0 | $408k | NEW | 5.3k | 76.82 |
|
| Zimmer Holdings (ZBH) | 0.0 | $398k | 3.7k | 107.95 |
|
|
| Dow (DOW) | 0.0 | $390k | -9% | 7.1k | 54.63 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $389k | 5.5k | 70.83 |
|
|
| Hershey Company (HSY) | 0.0 | $386k | 2.0k | 191.78 |
|
|
| Altria (MO) | 0.0 | $384k | +3% | 7.5k | 51.04 |
|
| Darden Restaurants (DRI) | 0.0 | $381k | +7% | 2.3k | 164.13 |
|
| American Intl Group Com New (AIG) | 0.0 | $379k | +2% | 5.2k | 73.23 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $370k | 4.7k | 78.56 |
|
|
| Liberty Media Corp Del Com Lbty Liv S C (LLYVK) | 0.0 | $360k | 7.0k | 51.33 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $359k | 4.6k | 78.03 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $358k | -63% | 4.6k | 78.06 |
|
| Constellation Energy (CEG) | 0.0 | $357k | +11% | 1.4k | 260.02 |
|
| MetLife (MET) | 0.0 | $349k | 4.2k | 82.48 |
|
|
| Amphenol Corp Cl A (APH) | 0.0 | $347k | +27% | 5.3k | 65.16 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $341k | 4.1k | 82.30 |
|
|
| Samsara Com Cl A (IOT) | 0.0 | $338k | NEW | 7.0k | 48.12 |
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $336k | 9.6k | 35.04 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $332k | +3% | 3.4k | 97.49 |
|
| Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX) | 0.0 | $330k | 7.5k | 43.74 |
|
|
| Vanguard World Consum Dis Etf (VCR) | 0.0 | $326k | 957.00 | 340.48 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $321k | 7.0k | 45.73 |
|
|
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.0 | $315k | +6% | 9.1k | 34.59 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $311k | -14% | 2.8k | 112.94 |
|
| Kronos Bio (KRON) | 0.0 | $309k | 309k | 1.00 |
|
|
| Teradyne (TER) | 0.0 | $308k | 2.3k | 133.94 |
|
|
| Corning Incorporated (GLW) | 0.0 | $305k | -8% | 6.8k | 45.15 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $304k | -22% | 3.2k | 93.85 |
|
| Martin Marietta Materials (MLM) | 0.0 | $303k | +3% | 562.00 | 538.25 |
|
| Markel Corporation (MKL) | 0.0 | $301k | NEW | 192.00 | 1568.58 |
|
| Invesco Exchange Traded Fd T S&p Sml600 Val (RZV) | 0.0 | $301k | 2.8k | 109.36 |
|
|
| Bofi Holding (AX) | 0.0 | $299k | 4.8k | 62.88 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $299k | 4.7k | 63.00 |
|
|
| Fortinet (FTNT) | 0.0 | $293k | +2% | 3.8k | 77.55 |
|
| Snap-on Incorporated (SNA) | 0.0 | $293k | -15% | 1.0k | 289.71 |
|
| Biogen Idec (BIIB) | 0.0 | $292k | -2% | 1.5k | 193.84 |
|
| Cme (CME) | 0.0 | $289k | NEW | 1.3k | 220.65 |
|
| Aon Shs Cl A (AON) | 0.0 | $288k | +14% | 833.00 | 345.99 |
|
| Clorox Company (CLX) | 0.0 | $288k | +3% | 1.8k | 162.91 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $285k | +4% | 3.4k | 83.80 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $284k | -6% | 1.3k | 215.03 |
|
| Tractor Supply Company (TSCO) | 0.0 | $282k | +2% | 968.00 | 290.93 |
|
| Devon Energy Corporation (DVN) | 0.0 | $280k | NEW | 7.2k | 39.12 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $280k | 4.2k | 66.52 |
|
|
| Haleon Spon Ads (HLN) | 0.0 | $278k | 26k | 10.58 |
|
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $278k | NEW | 1.2k | 223.48 |
|
| Aspen Aerogels (ASPN) | 0.0 | $277k | 10k | 27.69 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $273k | 1.2k | 230.59 |
|
|
| Packaging Corporation of America (PKG) | 0.0 | $268k | +2% | 1.2k | 215.43 |
|
| RPM International (RPM) | 0.0 | $258k | 2.1k | 121.00 |
|
|
| Murphy Usa (MUSA) | 0.0 | $256k | 519.00 | 492.87 |
|
|
| Omni (OMC) | 0.0 | $256k | +4% | 2.5k | 103.39 |
|
| Dorchester Minerals Com Unit (DMLP) | 0.0 | $254k | 8.4k | 30.15 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $250k | +237% | 1.2k | 205.88 |
|
| First Solar (FSLR) | 0.0 | $248k | 993.00 | 249.44 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $243k | +3% | 1.2k | 206.36 |
|
| Wec Energy Group (WEC) | 0.0 | $243k | -2% | 2.5k | 96.18 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $243k | 10k | 23.95 |
|
|
| Edison International (EIX) | 0.0 | $242k | NEW | 2.8k | 87.09 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $240k | -13% | 1.3k | 179.84 |
|
| CF Industries Holdings (CF) | 0.0 | $239k | +2% | 2.8k | 85.80 |
|
| Ciena Corp Com New (CIEN) | 0.0 | $238k | NEW | 3.9k | 61.59 |
|
| Monarch Casino & Resort (MCRI) | 0.0 | $238k | 3.0k | 79.27 |
|
|
| Fair Isaac Corporation (FICO) | 0.0 | $237k | NEW | 122.00 | 1943.52 |
|
| Consolidated Edison (ED) | 0.0 | $236k | NEW | 2.3k | 104.13 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $236k | 3.5k | 67.85 |
|
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $234k | -37% | 6.9k | 33.86 |
|
| Fastenal Company (FAST) | 0.0 | $233k | 3.3k | 71.42 |
|
|
| Airbnb Com Cl A (ABNB) | 0.0 | $233k | +29% | 1.8k | 126.81 |
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $231k | -11% | 2.1k | 111.86 |
|
| Icici Bank Adr (IBN) | 0.0 | $230k | 7.7k | 29.85 |
|
|
| Tri-Continental Corporation (TY) | 0.0 | $229k | 6.9k | 33.04 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $229k | 1.6k | 142.28 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $226k | -51% | 3.4k | 65.95 |
|
| Cummins (CMI) | 0.0 | $220k | -23% | 680.00 | 323.79 |
|
| Affirm Hldgs Com Cl A (AFRM) | 0.0 | $220k | NEW | 5.4k | 40.82 |
|
| Iqvia Holdings (IQV) | 0.0 | $218k | NEW | 920.00 | 236.97 |
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $217k | -29% | 3.1k | 69.72 |
|
| CRH Ord (CRH) | 0.0 | $217k | -13% | 2.3k | 92.74 |
|
| New York Cmnty Bancorp Com New (NYCB) | 0.0 | $216k | NEW | 19k | 11.23 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $214k | NEW | 2.2k | 96.37 |
|
| Dominion Resources (D) | 0.0 | $213k | NEW | 3.7k | 57.79 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $213k | 3.6k | 59.51 |
|
|
| Synopsys (SNPS) | 0.0 | $212k | +18% | 419.00 | 506.39 |
|
| Micron Technology (MU) | 0.0 | $211k | +17% | 2.0k | 103.71 |
|
| Global X Fds Global X Uranium (URA) | 0.0 | $211k | 7.4k | 28.61 |
|
|
| Uber Technologies (UBER) | 0.0 | $210k | -18% | 2.8k | 75.16 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $208k | 1.9k | 110.47 |
|
|
| Lennar Corp Cl A (LEN) | 0.0 | $207k | NEW | 1.1k | 187.48 |
|
| Bhp Group Sponsored Ads (BHP) | 0.0 | $204k | NEW | 3.3k | 62.11 |
|
| Dell Technologies CL C (DELL) | 0.0 | $204k | -6% | 1.7k | 118.54 |
|
| Invesco Advantage Mun Income Sh Ben Int (VKI) | 0.0 | $185k | 20k | 9.31 |
|
|
| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.0 | $178k | 15k | 11.89 |
|
|
| Eastern Bankshares (EBC) | 0.0 | $174k | NEW | 11k | 16.39 |
|
| Amcor Ord (AMCR) | 0.0 | $166k | 15k | 11.33 |
|
|
| Viatris (VTRS) | 0.0 | $160k | -4% | 14k | 11.61 |
|
| Kalvista Pharmaceuticals (KALV) | 0.0 | $116k | 10k | 11.58 |
|
|
| Walgreen Boots Alliance (WBA) | 0.0 | $104k | -21% | 12k | 8.96 |
|
| Connectm Technology Solution | 0.0 | $82k | NEW | 71k | 1.15 |
|
| Mbia (MBI) | 0.0 | $41k | NEW | 11k | 3.57 |
|
Past Filings by Choate Investment Advisors
SEC 13F filings are viewable for Choate Investment Advisors going back to 2011
- 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
- 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