Choate Investment Advisors

Latest statistics and disclosures from Choate Investment Advisors's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Choate Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Choate Investment Advisors

Choate Investment Advisors holds 424 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 36.1 $1.7B -2% 2.6M 669.30
 View chart
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM) 5.4 $259M +4% 9.7M 26.78
 View chart
Ishares Tr Intrm Gov Cr Etf (GVI) 4.2 $202M NEW 1.9M 107.44
 View chart
Microsoft Corporation (MSFT) 3.5 $168M 325k 517.95
 View chart
Apple (AAPL) 3.3 $161M 630k 254.63
 View chart
Spdr Series Trust Spdr S&p 500 Etf (SPYX) 2.8 $134M -2% 2.4M 54.85
 View chart
Ishares Tr National Mun Etf (MUB) 2.7 $130M -6% 1.2M 106.49
 View chart
NVIDIA Corporation (NVDA) 2.5 $119M 637k 186.58
 View chart
Amazon (AMZN) 2.1 $103M 469k 219.57
 View chart
Alphabet Cap Stk Cl A (GOOGL) 1.6 $76M -2% 312k 243.10
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $64M +3% 104k 612.38
 View chart
Home Depot (HD) 1.3 $62M 154k 405.19
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $61M +3% 91k 666.18
 View chart
Alphabet Cap Stk Cl C (GOOG) 1.1 $55M -4% 225k 243.55
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $47M +45% 143k 328.17
 View chart
JPMorgan Chase & Co. (JPM) 0.8 $41M 129k 315.43
 View chart
Wal-Mart Stores (WMT) 0.8 $39M +6% 382k 103.06
 View chart
TJX Companies (TJX) 0.8 $38M +6% 264k 144.54
 View chart
Abbott Laboratories (ABT) 0.8 $38M +6% 280k 133.94
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $35M +5% 70k 502.74
 View chart
Visa Com Cl A (V) 0.7 $35M 104k 341.38
 View chart
Johnson & Johnson (JNJ) 0.7 $35M -2% 190k 185.42
 View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.7 $35M +4% 124k 279.29
 View chart
Eli Lilly & Co. (LLY) 0.7 $34M +14% 44k 763.00
 View chart
Procter & Gamble Company (PG) 0.7 $32M -15% 208k 153.65
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $31M +15% 514k 59.92
 View chart
Mastercard Incorporated Cl A (MA) 0.6 $30M +3% 52k 568.82
 View chart
Meta Platforms Cl A (META) 0.6 $27M +22% 37k 734.38
 View chart
Fiserv (FI) 0.5 $26M -5% 200k 128.93
 View chart
Marsh & McLennan Companies (MMC) 0.5 $25M 122k 201.53
 View chart
Adobe Systems Incorporated (ADBE) 0.5 $22M +6% 63k 352.75
 View chart
Waste Connections (WCN) 0.4 $20M +2% 113k 175.80
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $19M +2% 40k 468.41
 View chart
Linde SHS (LIN) 0.4 $19M +6% 39k 475.00
 View chart
Abbvie (ABBV) 0.4 $18M 78k 231.54
 View chart
Progressive Corporation (PGR) 0.3 $16M -11% 66k 246.95
 View chart
American Express Company (AXP) 0.3 $16M 47k 332.16
 View chart
Pepsi (PEP) 0.3 $16M -12% 111k 140.44
 View chart
Msci (MSCI) 0.3 $16M -5% 27k 567.41
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $15M +3% 25k 600.37
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.3 $14M 39k 355.47
 View chart
Exxon Mobil Corporation (XOM) 0.3 $14M 120k 112.75
 View chart
Canadian Natl Ry (CNI) 0.3 $13M -2% 139k 94.30
 View chart
Automatic Data Processing (ADP) 0.3 $13M +2% 43k 293.51
 View chart
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $12M -5% 16.00 754200.00
 View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $12M 87k 137.80
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $12M 184k 65.26
 View chart
Booking Holdings (BKNG) 0.2 $12M +816% 2.2k 5399.27
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $11M -14% 60k 189.70
 View chart
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.2 $11M +2% 306k 36.81
 View chart
Broadcom (AVGO) 0.2 $11M +2% 34k 329.91
 View chart
Emerson Electric (EMR) 0.2 $11M -2% 83k 131.18
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $11M 51k 215.79
 View chart
Quanta Services (PWR) 0.2 $11M -5% 26k 414.42
 View chart
Aptar (ATR) 0.2 $10M -14% 75k 133.66
 View chart
Walt Disney Company (DIS) 0.2 $9.8M -25% 85k 114.50
 View chart
Costco Wholesale Corporation (COST) 0.2 $9.3M +4% 10k 925.63
 View chart
Ecolab (ECL) 0.2 $9.2M -5% 34k 273.87
 View chart
Spdr Series Trust Bloomberg 3-12 M (BILS) 0.2 $8.9M -26% 89k 99.52
 View chart
EOG Resources (EOG) 0.2 $8.8M +2% 79k 112.12
 View chart
Oracle Corporation (ORCL) 0.2 $8.8M 31k 281.24
 View chart
Edwards Lifesciences (EW) 0.2 $8.7M -6% 112k 77.77
 View chart
Enterprise Products Partners (EPD) 0.2 $8.6M -6% 277k 31.27
 View chart
Danaher Corporation (DHR) 0.2 $8.2M -18% 42k 198.26
 View chart
Coca-Cola Company (KO) 0.2 $7.7M +112% 117k 66.32
 View chart
Alcon Ord Shs (ALC) 0.2 $7.5M -9% 101k 74.51
 View chart
McDonald's Corporation (MCD) 0.2 $7.4M 24k 303.89
 View chart
Canadian Pacific Kansas City (CP) 0.2 $7.3M +3% 98k 74.49
 View chart
Merck & Co (MRK) 0.1 $7.1M 85k 83.94
 View chart
Cisco Systems (CSCO) 0.1 $6.9M -3% 101k 68.42
 View chart
Novo-nordisk A S Adr (NVO) 0.1 $6.7M -43% 121k 55.49
 View chart
Ameriprise Financial (AMP) 0.1 $6.5M 13k 491.25
 View chart
ConocoPhillips (COP) 0.1 $6.5M 68k 94.59
 View chart
Tesla Motors (TSLA) 0.1 $6.4M +3% 14k 444.71
 View chart
Tyler Technologies (TYL) 0.1 $6.4M -7% 12k 523.16
 View chart
S&p Global (SPGI) 0.1 $6.3M 13k 486.71
 View chart
Ge Aerospace Com New (GE) 0.1 $6.1M +2% 20k 300.82
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.1 $6.0M 13k 479.62
 View chart
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $5.8M 61k 95.14
 View chart
Thermo Fisher Scientific (TMO) 0.1 $5.7M -8% 12k 485.00
 View chart
Applied Materials (AMAT) 0.1 $5.5M +6% 27k 204.74
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $5.3M -95% 18k 293.74
 View chart
Caterpillar (CAT) 0.1 $5.2M +6% 11k 477.15
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $5.2M -29% 44k 118.83
 View chart
Raytheon Technologies Corp (RTX) 0.1 $5.0M +2% 30k 167.33
 View chart
Chevron Corporation (CVX) 0.1 $4.9M +12% 32k 155.29
 View chart
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $4.8M 35k 139.17
 View chart
Ishares Tr Msci Eafe Etf (EFA) 0.1 $4.6M 49k 93.37
 View chart
General Mills (GIS) 0.1 $4.6M 91k 50.42
 View chart
Allstate Corporation (ALL) 0.1 $4.4M +3% 20k 214.65
 View chart
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $4.1M 20k 208.71
 View chart
Stryker Corporation (SYK) 0.1 $4.1M +16% 11k 369.67
 View chart
Amgen (AMGN) 0.1 $4.1M -10% 15k 282.20
 View chart
Union Pacific Corporation (UNP) 0.1 $4.0M -14% 17k 236.37
 View chart
AFLAC Incorporated (AFL) 0.1 $4.0M +2% 36k 111.70
 View chart
Netflix (NFLX) 0.1 $4.0M +24% 3.3k 1198.80
 View chart
Ishares Tr Core Msci Eafe (IEFA) 0.1 $3.9M +64% 44k 87.31
 View chart
International Business Machines (IBM) 0.1 $3.9M +13% 14k 282.16
 View chart
Lowe's Companies (LOW) 0.1 $3.8M 15k 251.31
 View chart
Select Sector Spdr Tr Indl (XLI) 0.1 $3.8M -2% 25k 154.23
 View chart
Hilton Worldwide Holdings (HLT) 0.1 $3.7M +13% 14k 259.44
 View chart
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $3.7M 25k 145.65
 View chart
Pfizer (PFE) 0.1 $3.6M 142k 25.48
 View chart
Vontier Corporation (VNT) 0.1 $3.6M -6% 86k 41.97
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $3.6M 26k 140.95
 View chart
3M Company (MMM) 0.1 $3.6M +7% 23k 155.18
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $3.5M +20% 29k 120.72
 View chart
Wells Fargo & Company (WFC) 0.1 $3.5M 42k 83.82
 View chart
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $3.5M -98% 35k 100.70
 View chart
Qualcomm (QCOM) 0.1 $3.4M +38% 20k 166.36
 View chart
Palo Alto Networks (PANW) 0.1 $3.3M +26% 16k 203.62
 View chart
Vulcan Materials Company (VMC) 0.1 $3.3M NEW 11k 307.62
 View chart
Charles Schwab Corporation (SCHW) 0.1 $3.3M 35k 95.47
 View chart
Honeywell International (HON) 0.1 $3.3M -5% 16k 210.50
 View chart
Analog Devices (ADI) 0.1 $3.3M 13k 245.70
 View chart
Nextera Energy (NEE) 0.1 $3.3M -8% 43k 75.49
 View chart
Bank of America Corporation (BAC) 0.1 $3.2M 62k 51.59
 View chart
UnitedHealth (UNH) 0.1 $3.1M -25% 9.1k 345.28
 View chart
Illinois Tool Works (ITW) 0.1 $3.1M 12k 260.76
 View chart
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $3.1M 29k 106.78
 View chart
Ge Vernova (GEV) 0.1 $3.1M +2% 5.0k 614.90
 View chart
Deere & Company (DE) 0.1 $3.0M 6.6k 457.42
 View chart
Accenture Plc Ireland Shs Class A (ACN) 0.1 $3.0M 12k 246.60
 View chart
Morgan Stanley Com New (MS) 0.1 $2.9M 19k 158.96
 View chart
Ishares Gold Tr Ishares New (IAU) 0.1 $2.9M +313% 39k 72.77
 View chart
Cognizant Technology Solutio Cl A (CTSH) 0.1 $2.9M 43k 67.07
 View chart
Novartis Sponsored Adr (NVS) 0.1 $2.9M -3% 22k 128.24
 View chart
Goldman Sachs (GS) 0.1 $2.8M +7% 3.6k 796.35
 View chart
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $2.8M 103k 27.30
 View chart
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $2.7M +84% 13k 209.34
 View chart
Blackrock (BLK) 0.1 $2.7M 2.3k 1165.87
 View chart
Progress Software Corporation (PRGS) 0.1 $2.7M 62k 43.93
 View chart
Ishares Core Msci Emkt (IEMG) 0.1 $2.6M +129% 40k 65.92
 View chart
Intel Corporation (INTC) 0.1 $2.6M -10% 78k 33.55
 View chart
Vanguard World Health Car Etf (VHT) 0.1 $2.6M 10k 259.60
 View chart
Travelers Companies (TRV) 0.1 $2.6M 9.2k 279.22
 View chart
Marathon Petroleum Corp (MPC) 0.0 $2.3M 12k 192.74
 View chart
Ishares Tr Ishares Biotech (IBB) 0.0 $2.2M 15k 144.37
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $2.2M +221% 22k 100.25
 View chart
Mettler-Toledo International (MTD) 0.0 $2.2M -3% 1.8k 1227.61
 View chart
Chubb (CB) 0.0 $2.2M +12% 7.7k 282.25
 View chart
Spdr Series Trust S&p Homebuild (XHB) 0.0 $2.2M 20k 110.80
 View chart
Blackstone Group Inc Com Cl A (BX) 0.0 $2.1M -14% 13k 170.85
 View chart
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $2.1M 24k 87.21
 View chart
Vanguard Index Fds Value Etf (VTV) 0.0 $2.1M +2% 11k 186.49
 View chart
Bristol Myers Squibb (BMY) 0.0 $2.1M 46k 45.10
 View chart
Cigna Corp (CI) 0.0 $2.0M +3% 7.1k 288.25
 View chart
World Gold Tr Spdr Gld Minis (GLDM) 0.0 $2.0M 26k 76.45
 View chart
Air Products & Chemicals (APD) 0.0 $2.0M 7.3k 272.72
 View chart
Kroger (KR) 0.0 $1.9M 29k 67.41
 View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.0 $1.9M -36% 21k 91.75
 View chart
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $1.9M +30% 21k 91.42
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.0 $1.9M -8% 7.7k 241.96
 View chart
Old Dominion Freight Line (ODFL) 0.0 $1.8M 13k 140.78
 View chart
Kkr & Co (KKR) 0.0 $1.8M 14k 129.95
 View chart
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $1.8M 19k 96.55
 View chart
PNC Financial Services (PNC) 0.0 $1.8M -15% 9.0k 200.93
 View chart
Eaton Corp SHS (ETN) 0.0 $1.8M +27% 4.8k 374.25
 View chart
Vanguard Wellington Short Trm Tax Ex (VTES) 0.0 $1.8M NEW 18k 101.92
 View chart
McKesson Corporation (MCK) 0.0 $1.8M 2.3k 772.54
 View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $1.7M NEW 22k 79.93
 View chart
Boeing Company (BA) 0.0 $1.7M 8.1k 215.83
 View chart
Texas Instruments Incorporated (TXN) 0.0 $1.7M 9.3k 183.73
 View chart
Lam Research Corp Com New (LRCX) 0.0 $1.7M 13k 133.90
 View chart
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $1.7M 12k 138.24
 View chart
Capital One Financial (COF) 0.0 $1.7M 7.9k 212.58
 View chart
Intuit (INTU) 0.0 $1.6M 2.4k 682.91
 View chart
Parker-Hannifin Corporation (PH) 0.0 $1.6M +13% 2.1k 758.15
 View chart
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $1.6M -7% 4.0k 391.64
 View chart
Vanguard World Inf Tech Etf (VGT) 0.0 $1.6M 2.1k 746.63
 View chart
Global X Fds S&p 500 Catholic (CATH) 0.0 $1.5M 19k 81.06
 View chart
salesforce (CRM) 0.0 $1.5M +13% 6.5k 237.00
 View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $1.5M 8.8k 174.58
 View chart
IDEXX Laboratories (IDXX) 0.0 $1.5M 2.4k 638.89
 View chart
Vanguard Index Fds Large Cap Etf (VV) 0.0 $1.5M +29% 4.9k 307.86
 View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $1.5M +267% 21k 71.37
 View chart
Vanguard World Mega Grwth Ind (MGK) 0.0 $1.4M 3.6k 402.38
 View chart
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $1.4M 10k 142.41
 View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $1.4M -3% 2.3k 596.03
 View chart
Yum! Brands (YUM) 0.0 $1.3M 8.9k 152.00
 View chart
Unilever Spon Adr New (UL) 0.0 $1.3M -7% 23k 59.28
 View chart
Dover Corporation (DOV) 0.0 $1.3M 8.0k 166.83
 View chart
O'reilly Automotive (ORLY) 0.0 $1.3M 12k 107.81
 View chart
Ishares Tr Rus 1000 Etf (IWB) 0.0 $1.3M -3% 3.6k 365.48
 View chart
Select Sector Spdr Tr Technology (XLK) 0.0 $1.3M -7% 4.6k 281.86
 View chart
Spdr Series Trust S&p Biotech (XBI) 0.0 $1.3M 13k 100.20
 View chart
Nike CL B (NKE) 0.0 $1.2M -24% 18k 69.73
 View chart
GSK Sponsored Adr (GSK) 0.0 $1.2M 29k 43.16
 View chart
AutoZone (AZO) 0.0 $1.2M 291.00 4290.24
 View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $1.2M 19k 65.00
 View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $1.2M -13% 15k 78.37
 View chart
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $1.2M 5.9k 203.59
 View chart
Ishares Gold Tr Shares Represent (IAUM) 0.0 $1.2M 31k 38.50
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.0 $1.2M +2% 4.7k 254.26
 View chart
American Tower Reit (AMT) 0.0 $1.2M -19% 6.1k 192.32
 View chart
Vistra Energy (VST) 0.0 $1.2M 6.0k 195.92
 View chart
Roper Industries (ROP) 0.0 $1.2M 2.3k 498.69
 View chart
Kla Corp Com New (KLAC) 0.0 $1.1M 1.0k 1078.60
 View chart
eBay (EBAY) 0.0 $1.1M 12k 90.95
 View chart
Vanguard World Materials Etf (VAW) 0.0 $1.1M 5.3k 204.86
 View chart
Servicenow (NOW) 0.0 $1.1M +67% 1.2k 920.28
 View chart
At&t (T) 0.0 $1.1M +3% 38k 28.24
 View chart
Ishares Tr Msci Intl Qualty (IQLT) 0.0 $1.1M -2% 24k 44.19
 View chart
Comcast Corp Cl A (CMCSA) 0.0 $1.0M -6% 33k 31.42
 View chart
Asml Holding N V N Y Registry Shs (ASML) 0.0 $1.0M -3% 1.1k 968.09
 View chart
Renaissance Re Holdings Ltd Cmn (RNR) 0.0 $1.0M 4.0k 253.93
 View chart
Hologic (HOLX) 0.0 $989k 15k 67.49
 View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $978k +202% 12k 79.80
 View chart
Ishares Tr U.s. Tech Etf (IYW) 0.0 $970k 5.0k 195.86
 View chart
Moody's Corporation (MCO) 0.0 $967k 2.0k 476.48
 View chart
Samsara Com Cl A (IOT) 0.0 $967k +21% 26k 37.25
 View chart
Intuitive Surgical Com New (ISRG) 0.0 $936k -2% 2.1k 447.23
 View chart
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $916k 3.9k 236.06
 View chart
Northrop Grumman Corporation (NOC) 0.0 $909k 1.5k 609.32
 View chart
Citigroup Com New (C) 0.0 $908k -9% 8.9k 101.50
 View chart
Keurig Dr Pepper (KDP) 0.0 $898k -37% 35k 25.51
 View chart
Waste Management (WM) 0.0 $883k 4.0k 220.85
 View chart
Dupont De Nemours (DD) 0.0 $879k +8% 11k 77.90
 View chart
Verizon Communications (VZ) 0.0 $879k -5% 20k 43.95
 View chart
Chipotle Mexican Grill (CMG) 0.0 $879k +5% 22k 39.19
 View chart
Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $874k 22k 39.61
 View chart
Norfolk Southern (NSC) 0.0 $857k -4% 2.9k 300.41
 View chart
Carrier Global Corporation (CARR) 0.0 $856k 14k 59.70
 View chart
Autodesk (ADSK) 0.0 $856k 2.7k 317.67
 View chart
Philip Morris International (PM) 0.0 $832k +2% 5.1k 162.20
 View chart
Vanguard World Utilities Etf (VPU) 0.0 $830k 4.4k 189.40
 View chart
Prologis (PLD) 0.0 $829k +14% 7.2k 114.52
 View chart
Rockwell Automation (ROK) 0.0 $819k 2.3k 349.53
 View chart
CVS Caremark Corporation (CVS) 0.0 $816k -36% 11k 75.39
 View chart
American Water Works (AWK) 0.0 $804k 5.8k 139.19
 View chart
Constellation Energy (CEG) 0.0 $801k 2.4k 329.07
 View chart
Astrazeneca Sponsored Adr (AZN) 0.0 $791k 10k 76.72
 View chart
Ishares Tr Select Divid Etf (DVY) 0.0 $780k 5.5k 142.10
 View chart
Advanced Micro Devices (AMD) 0.0 $769k +53% 4.8k 161.79
 View chart
Colgate-Palmolive Company (CL) 0.0 $762k -2% 9.5k 79.94
 View chart
Marriott Intl Cl A (MAR) 0.0 $761k 2.9k 260.44
 View chart
Select Sector Spdr Tr Financial (XLF) 0.0 $753k 14k 53.87
 View chart
Vanguard World Consum Stp Etf (VDC) 0.0 $748k 3.5k 213.73
 View chart
Globe Life (GL) 0.0 $735k 5.1k 142.97
 View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $728k +1487% 8.1k 89.37
 View chart
General Dynamics Corporation (GD) 0.0 $727k -5% 2.1k 341.00
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $723k +20% 13k 54.18
 View chart
Arthur J. Gallagher & Co. (AJG) 0.0 $722k 2.3k 309.74
 View chart
Republic Services (RSG) 0.0 $722k 3.1k 229.50
 View chart
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $714k +57486% 27k 26.95
 View chart
L3harris Technologies (LHX) 0.0 $714k 2.3k 305.41
 View chart
Amphenol Corp Cl A (APH) 0.0 $710k 5.7k 123.75
 View chart
Skyworks Solutions (SWKS) 0.0 $700k -7% 9.1k 76.98
 View chart
Nucor Corporation (NUE) 0.0 $694k 5.1k 135.43
 View chart
Texas Pacific Land Corp (TPL) 0.0 $691k 740.00 933.64
 View chart
Liberty Media Corp Del Com Lbty Liv S C (LLYVK) 0.0 $679k 7.0k 96.97
 View chart
Arista Networks Com Shs (ANET) 0.0 $666k 4.6k 145.71
 View chart
Paccar (PCAR) 0.0 $663k +6% 6.7k 98.32
 View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $662k 2.2k 297.62
 View chart
Intercontinental Exchange (ICE) 0.0 $650k 3.9k 168.48
 View chart
CSX Corporation (CSX) 0.0 $649k -8% 18k 35.51
 View chart
BP Sponsored Adr (BP) 0.0 $649k 19k 34.46
 View chart
Boston Scientific Corporation (BSX) 0.0 $641k +75% 6.6k 97.63
 View chart
Paychex (PAYX) 0.0 $640k 5.1k 126.76
 View chart
Altria (MO) 0.0 $631k +3% 9.5k 66.06
 View chart
Unity Software (U) 0.0 $617k 15k 40.04
 View chart
Mondelez Intl Cl A (MDLZ) 0.0 $613k +34% 9.8k 62.60
 View chart
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $613k 2.2k 279.84
 View chart
Select Sector Spdr Tr Communication (XLC) 0.0 $613k 5.2k 118.37
 View chart
Fortinet (FTNT) 0.0 $606k +74% 7.2k 84.08
 View chart
TransDigm Group Incorporated (TDG) 0.0 $606k -2% 460.00 1318.02
 View chart
Constellation Brands Cl A (STZ) 0.0 $595k -5% 4.4k 134.67
 View chart
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $586k 5.1k 113.88
 View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.0 $586k 9.4k 62.22
 View chart
Shell Spon Ads (SHEL) 0.0 $586k 8.2k 71.53
 View chart
Kimberly-Clark Corporation (KMB) 0.0 $580k +159% 4.7k 124.34
 View chart
Corning Incorporated (GLW) 0.0 $579k 7.1k 82.03
 View chart
Lockheed Martin Corporation (LMT) 0.0 $571k -20% 1.1k 499.21
 View chart
Genuine Parts Company (GPC) 0.0 $569k -9% 4.1k 138.60
 View chart
Rubrik Cl A (RBRK) 0.0 $551k +102% 6.7k 82.25
 View chart
Siriusxm Holdings Common Stock (SIRI) 0.0 $550k 24k 23.27
 View chart
Palantir Technologies Cl A (PLTR) 0.0 $548k +20% 3.0k 182.41
 View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.0 $543k 12k 45.21
 View chart
Ishares Tr Morningstr Us Eq (ILCB) 0.0 $530k 5.7k 92.42
 View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $511k 1.1k 463.81
 View chart
LeMaitre Vascular (LMAT) 0.0 $510k 5.8k 87.51
 View chart
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $503k +3% 3.4k 148.61
 View chart
Sap Se Spon Adr (SAP) 0.0 $502k 1.9k 267.21
 View chart
Trane Technologies SHS (TT) 0.0 $502k -29% 1.2k 421.96
 View chart
Martin Marietta Materials (MLM) 0.0 $501k 795.00 630.28
 View chart
Crowdstrike Hldgs Cl A (CRWD) 0.0 $499k +57% 1.0k 490.38
 View chart
Cintas Corporation (CTAS) 0.0 $483k NEW 2.4k 205.26
 View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $479k -4% 2.0k 239.64
 View chart
Zoetis Cl A (ZTS) 0.0 $477k 3.3k 146.32
 View chart
Stanley Black & Decker (SWK) 0.0 $470k 6.3k 74.33
 View chart
American Intl Group Com New (AIG) 0.0 $462k +2% 5.9k 78.54
 View chart
Fastenal Company (FAST) 0.0 $458k +62% 9.3k 49.04
 View chart
Micron Technology (MU) 0.0 $455k +5% 2.7k 167.32
 View chart
American Electric Power Company (AEP) 0.0 $454k +2% 4.0k 112.50
 View chart
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $450k 2.5k 178.73
 View chart
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $450k 4.5k 99.95
 View chart
PAR Technology Corporation (PAR) 0.0 $450k -3% 11k 39.58
 View chart
Uber Technologies (UBER) 0.0 $445k -4% 4.5k 97.97
 View chart
Seaboard Corporation (SEB) 0.0 $441k 121.00 3647.02
 View chart
State Street Corporation (STT) 0.0 $441k 3.8k 116.01
 View chart
Ishares Tr Core Msci Intl (IDEV) 0.0 $441k 5.5k 80.17
 View chart
HSBC HLDGS Spon Adr New (HSBC) 0.0 $435k 6.1k 70.98
 View chart
Bhp Group Sponsored Ads (BHP) 0.0 $433k -14% 7.8k 55.75
 View chart
Darden Restaurants (DRI) 0.0 $425k 2.2k 190.36
 View chart
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $425k 7.4k 57.10
 View chart
Freeport-mcmoran CL B (FCX) 0.0 $422k 11k 39.22
 View chart
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $421k 1.9k 222.17
 View chart
Otis Worldwide Corp (OTIS) 0.0 $420k +11% 4.6k 91.43
 View chart
Schlumberger Com Stk (SLB) 0.0 $420k +14% 12k 34.37
 View chart
Sherwin-Williams Company (SHW) 0.0 $418k -15% 1.2k 346.26
 View chart
Us Bancorp Del Com New (USB) 0.0 $416k +6% 8.6k 48.33
 View chart
Ishares Tr S&p 100 Etf (OEF) 0.0 $411k 1.2k 332.84
 View chart
Wisdomtree Tr Us Largecap Divd (DLN) 0.0 $410k 4.7k 87.03
 View chart
Affirm Hldgs Com Cl A (AFRM) 0.0 $406k +3% 5.6k 73.08
 View chart
Yum China Holdings (YUMC) 0.0 $400k 9.3k 42.92
 View chart
Te Connectivity Ord Shs (TEL) 0.0 $395k 1.8k 219.53
 View chart
Gilead Sciences (GILD) 0.0 $395k 3.6k 111.00
 View chart
Duke Energy Corp Com New (DUK) 0.0 $393k -26% 3.2k 123.75
 View chart
Hershey Company (HSY) 0.0 $391k 2.1k 187.05
 View chart
CRH Ord (CRH) 0.0 $387k 3.2k 119.90
 View chart
Metropcs Communications (TMUS) 0.0 $385k +2% 1.6k 239.38
 View chart
Rollins (ROL) 0.0 $383k -16% 6.5k 58.74
 View chart
Cme (CME) 0.0 $382k +2% 1.4k 270.19
 View chart
MetLife (MET) 0.0 $381k -2% 4.6k 82.37
 View chart
Vanguard World Consum Dis Etf (VCR) 0.0 $379k 957.00 396.15
 View chart
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $372k 7.0k 53.03
 View chart
SYSCO Corporation (SYY) 0.0 $371k -7% 4.5k 82.34
 View chart
Markel Corporation (MKL) 0.0 $367k -7% 192.00 1911.35
 View chart
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) 0.0 $367k -2% 7.1k 52.00
 View chart
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $366k 4.9k 75.10
 View chart
Labcorp Holdings Com Shs (LH) 0.0 $365k 1.3k 287.06
 View chart
Becton, Dickinson and (BDX) 0.0 $361k +3% 1.9k 187.17
 View chart
Workday Cl A (WDAY) 0.0 $359k NEW 1.5k 240.73
 View chart
Spdr Series Trust Bloomberg Sht Te (SJNK) 0.0 $355k 14k 25.60
 View chart
Starbucks Corporation (SBUX) 0.0 $355k -25% 4.2k 84.60
 View chart
Snap-on Incorporated (SNA) 0.0 $354k 1.0k 346.53
 View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.0 $352k 17k 20.93
 View chart
Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX) 0.0 $347k 7.0k 49.31
 View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $344k 2.6k 130.28
 View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.0 $341k +423% 3.9k 87.84
 View chart
Tidal Trust Iii Rockefeller Glob (RGEF) 0.0 $340k 12k 29.40
 View chart
Liberty Broadband Corp Com Ser A (LBRDA) 0.0 $338k +2% 5.3k 63.33
 View chart
Aon Shs Cl A (AON) 0.0 $337k 945.00 356.58
 View chart
Paypal Holdings (PYPL) 0.0 $334k -27% 5.0k 67.06
 View chart
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $332k +6% 1.2k 271.12
 View chart
Toyota Motor Corp Ads (TM) 0.0 $329k -61% 1.7k 191.09
 View chart
Howmet Aerospace (HWM) 0.0 $327k 1.7k 196.23
 View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $325k 13k 25.71
 View chart
Invesco Exchange Traded Fd T S&p Sml600 Val (RZV) 0.0 $325k 2.8k 118.05
 View chart
Cummins (CMI) 0.0 $321k 759.00 422.37
 View chart
Monarch Casino & Resort (MCRI) 0.0 $318k 3.0k 105.84
 View chart
Teradyne (TER) 0.0 $317k 2.3k 137.65
 View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.0 $317k +6% 3.0k 104.51
 View chart
Extra Space Storage (EXR) 0.0 $314k 2.2k 140.95
 View chart
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.0 $310k 19k 15.94
 View chart
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.0 $303k 8.6k 35.48
 View chart
Southern Company (SO) 0.0 $299k +2% 3.2k 94.77
 View chart
Corteva (CTVA) 0.0 $296k NEW 4.4k 67.63
 View chart
Verisign (VRSN) 0.0 $292k 1.0k 279.57
 View chart
Sony Group Corp Sponsored Adr (SONY) 0.0 $286k 9.9k 28.79
 View chart
Consolidated Edison (ED) 0.0 $283k +2% 2.8k 100.52
 View chart
Rbc Cad (RY) 0.0 $281k 1.9k 147.32
 View chart
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $279k +143% 5.2k 53.40
 View chart
Brookfield Infrast Partners Lp Int Unit (BIP) 0.0 $279k 8.5k 32.89
 View chart
Flexshares Tr Mornstar Usmkt (TILT) 0.0 $276k 1.1k 242.29
 View chart
Broadridge Financial Solutions (BR) 0.0 $276k 1.2k 238.17
 View chart
Packaging Corporation of America (PKG) 0.0 $275k -7% 1.3k 217.96
 View chart
Wec Energy Group (WEC) 0.0 $269k -28% 2.3k 114.59
 View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $262k 10k 26.34
 View chart
Netease Sponsored Ads (NTES) 0.0 $261k 1.7k 151.99
 View chart
Zimmer Holdings (ZBH) 0.0 $258k -21% 2.6k 98.50
 View chart
RPM International (RPM) 0.0 $251k 2.1k 117.88
 View chart
CF Industries Holdings (CF) 0.0 $251k 2.8k 89.70
 View chart
Spdr Series Trust S&p Metals Mng (XME) 0.0 $247k -9% 2.6k 93.19
 View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.0 $246k +5% 4.5k 55.33
 View chart
Bank of New York Mellon Corporation (BK) 0.0 $240k NEW 2.2k 108.96
 View chart
Cabot Oil & Gas Corporation (CTRA) 0.0 $237k 10k 23.65
 View chart
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.0 $235k 14k 16.74
 View chart
Medtronic SHS (MDT) 0.0 $235k -5% 2.5k 95.24
 View chart
Anthem (ELV) 0.0 $235k -6% 726.00 323.13
 View chart
Target Corporation (TGT) 0.0 $234k -19% 2.6k 89.70
 View chart
Icici Bank Adr (IBN) 0.0 $233k 7.7k 30.23
 View chart
Exelon Corporation (EXC) 0.0 $230k 5.1k 45.01
 View chart
Murphy Usa (MUSA) 0.0 $230k 593.00 388.26
 View chart
United Parcel Service CL B (UPS) 0.0 $229k -9% 2.7k 83.53
 View chart
Royal Caribbean Cruises (RCL) 0.0 $229k NEW 708.00 323.57
 View chart
Spdr Series Trust Aerospace Def (XAR) 0.0 $228k -12% 971.00 234.96
 View chart
Global X Fds Global X Uranium (URA) 0.0 $227k 4.8k 47.67
 View chart
Synopsys (SNPS) 0.0 $227k +6% 459.00 493.40
 View chart
Applovin Corp Com Cl A (APP) 0.0 $224k NEW 312.00 718.53
 View chart
Ing Groep Sponsored Adr (ING) 0.0 $224k NEW 8.6k 26.08
 View chart
Tri-Continental Corporation (TY) 0.0 $224k 6.6k 34.00
 View chart
Unum (UNM) 0.0 $224k +2% 2.9k 77.78
 View chart
Clorox Company (CLX) 0.0 $223k +2% 1.8k 123.30
 View chart
Dell Technologies CL C (DELL) 0.0 $222k -20% 1.6k 141.77
 View chart
W.W. Grainger (GWW) 0.0 $222k NEW 233.00 952.96
 View chart
Tractor Supply Company (TSCO) 0.0 $220k -12% 3.9k 56.87
 View chart
Dorchester Minerals Com Unit (DMLP) 0.0 $218k 8.4k 25.89
 View chart
Crispr Therapeutics Namen Akt (CRSP) 0.0 $214k NEW 3.3k 64.81
 View chart
Hca Holdings (HCA) 0.0 $213k NEW 499.00 426.19
 View chart
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.0 $212k 11k 19.25
 View chart
Wabtec Corporation (WAB) 0.0 $211k -2% 1.1k 200.47
 View chart
General Motors Company (GM) 0.0 $210k NEW 3.4k 60.97
 View chart
Iqvia Holdings (IQV) 0.0 $210k NEW 1.1k 189.94
 View chart
Ishares Tr Us Aer Def Etf (ITA) 0.0 $210k -24% 1.0k 209.26
 View chart
Northern Trust Corporation (NTRS) 0.0 $209k NEW 1.6k 134.60
 View chart
Valero Energy Corporation (VLO) 0.0 $209k NEW 1.2k 170.26
 View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $207k +246% 4.3k 47.74
 View chart
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $206k NEW 377.00 546.74
 View chart
Haleon Spon Ads (HLN) 0.0 $206k -2% 23k 8.97
 View chart
United Rentals (URI) 0.0 $205k NEW 215.00 954.65
 View chart
Toronto Dominion Bk Ont Com New (TD) 0.0 $205k NEW 2.6k 79.95
 View chart
Ishares Tr Tips Bd Etf (TIP) 0.0 $204k 1.8k 111.22
 View chart
Nrg Energy Com New (NRG) 0.0 $203k -6% 1.3k 161.95
 View chart
Eastern Bankshares (EBC) 0.0 $192k 11k 18.15
 View chart
Banco Santander Adr (SAN) 0.0 $177k +3% 17k 10.48
 View chart
Invesco Advantage Mun Income Sh Ben Int (VKI) 0.0 $174k 20k 8.77
 View chart
Pimco CA Municipal Income Fund (PCQ) 0.0 $161k NEW 18k 8.72
 View chart
Viatris (VTRS) 0.0 $143k +8% 15k 9.90
 View chart
Kalvista Pharmaceuticals (KALV) 0.0 $122k 10k 12.18
 View chart
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $105k 23k 4.54
 View chart
Mbia (MBI) 0.0 $85k 11k 7.45
 View chart
Aspen Aerogels (ASPN) 0.0 $70k 10k 6.96
 View chart
Atai Life Sciences Nv SHS (ATAI) 0.0 $62k NEW 12k 5.29
 View chart

Past Filings by Choate Investment Advisors

SEC 13F filings are viewable for Choate Investment Advisors going back to 2011

View all past filings