Choate Investment Advisors

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

Companies in the Choate Investment Advisors portfolio as of September 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares S&P; 500 Index (IVV) 29.41 1.59M -4% 298.52
Vanguard Intmdte Tm Govt Bd ETF (VGIT) 9.20 2.23M +30% 66.67
Powershares Russell 1000 Low Beta Eq Wgt ef 5.82 2.80M -40% 33.59
Invesco Exchng Traded Fd Tr rusel 1000 eql 4.78 2.41M -7% 32.07
Spdr Ser Tr sp500 fosl etf 3.49 775995 +5% 72.65
Ishares Tr usa min vo 2.95 742942 +102% 64.10
Ishares Inc core msci emkt 2.63 866511 +149% 49.02
Powershares Ftse Intl Lw Bt Eq Wgt ef 2.30 1.35M -62% 27.43
iShares S&P; SmallCap 600 Index (IJR) 2.22 461824 -12% 77.84
Invesco S&p 500 Equal Weight Etf 2.12 316720 NEW 108.08
Chase Corporation (CCF) 2.03 299383 109.39
Ishares Inc em mkt min vol 1.79 506076 -14% 57.09
SPDR S&P; 500 ETF (SPY) 1.54 83648 +15% 296.77
Apple (AAPL) 1.48 106970 223.97
Goldman Sachs Etf Tr activebeta eme 1.00 517645 -8% 31.36
Powershares S&p Intl Dev Low Volatil Etf etf 0.98 462303 +852% 34.16
Microsoft Corporation (MSFT) 0.96 111422 -9% 139.03
Invesco Exchng Traded Fd Tr rusl 1000 enhd 0.85 480939 -71% 28.51
JPMorgan Chase & Co. (JPM) 0.72 99250 -3% 117.69
Johnson & Johnson (JNJ) 0.68 85273 -2% 129.38
Berkshire Hathaway (BRK.B) 0.66 51292 208.02
Procter & Gamble Company (PG) 0.66 85799 -2% 124.38
Intel Corporation (INTC) 0.58 182396 -3% 51.53
Exxon Mobil Corporation (XOM) 0.56 128328 70.61
First Trust DJ Internet Index Fund (FDN) 0.51 60901 -28% 134.64
Abbott Laboratories (ABT) 0.50 96474 -3% 83.67
Home Depot (HD) 0.48 33353 232.03
AT&T; (T) 0.48 203517 -35% 37.84
Amazon (AMZN) 0.47 4340 1735.94
Ishares Core Msci Eafe Etf core msci eafe 0.46 122234 61.07
Health Care SPDR (XLV) 0.42 74729 90.13
Analog Devices (ADI) 0.42 60889 111.73
SPDR S&P; MidCap 400 ETF (MDY) 0.41 18855 -12% 352.48
Berkshire Hathaway (BRK.A) 0.39 20 311850.00
Merck & Co (MRK) 0.39 74504 -2% 84.18
Automatic Data Processing (ADP) 0.36 36310 -6% 161.42
Alphabet Inc Class C cs 0.36 4713 -2% 1218.97
Alphabet Inc Class A cs 0.35 4659 1221.08
Pfizer (PFE) 0.34 153900 -5% 35.93
Cisco Systems (CSCO) 0.33 109122 -3% 49.41
iShares MSCI EAFE Index Fund (EFA) 0.32 79180 -22% 65.21
American Express Company (AXP) 0.31 42759 118.29
D Ishares 0.30 115441 -83% 42.11
SPDR Gold Trust (GLD) 0.28 32228 138.89
Abbvie 0.28 59794 -8% 75.73
Vanguard Europe Pacific ETF (VEA) 0.27 105492 -14% 41.08
General Mills (GIS) 0.26 77291 55.12
McDonald's Corporation (MCD) 0.25 18908 -6% 214.72
Pepsi (PEP) 0.25 29246 -2% 137.11
United Technologies Corporation (UTX) 0.24 28323 -10% 136.53
AFLAC Incorporated (AFL) 0.23 70793 -12% 52.32
Amgen (AMGN) 0.23 19012 -3% 193.51
Cognizant Technology Solutions (CTSH) 0.22 59153 -3% 60.27
3M Company (MMM) 0.22 21504 164.39
Standex Int'l (SXI) 0.22 49001 72.94
Verizon Communications (VZ) 0.21 57077 -7% 60.36
Illinois Tool Works (ITW) 0.21 21995 +192% 156.49
Progress Software Corporation (PRGS) 0.20 85503 38.06
TJX Companies (TJX) 0.20 58387 55.73
Ameriprise Financial (AMP) 0.19 20936 -2% 147.12
Coca-Cola Company (KO) 0.19 57545 -5% 54.44
Chevron Corporation (CVX) 0.18 24007 -2% 118.59
iShares Russell 1000 Index (IWB) 0.18 17814 164.53
Spdr Index Shs Fds msci eafe 0.18 42597 -6% 67.82
Invesco Exchange Traded Fd T ftse rafi 1000 0.18 25116 -13% 117.85
Wells Fargo & Company (WFC) 0.16 50057 -8% 50.44
Allstate Corporation (ALL) 0.16 24309 108.68
Nextera Energy Inc C om 0.16 11277 +3% 232.95
Union Pacific Corporation (UNP) 0.15 14977 -2% 161.98
Stryker Corporation (SYK) 0.15 11442 216.31
Consumer Discretionary SPDR (XLY) 0.15 19566 120.72
iShares Russell 2000 Index (IWM) 0.14 14632 +5% 151.31
Eli Lilly & Co. (LLY) 0.13 18869 111.82
Walt Disney Company (DIS) 0.13 16581 -4% 130.33
Bristol Myers Squibb (BMY) 0.13 41459 -6% 50.70
Financial Select Sector SPDR (XLF) 0.13 74701 28.00
Vanguard Dividend Appreciation ETF (VIG) 0.13 17304 -9% 119.57
Vanguard Total World Stock Idx Fd (VT) 0.13 27719 -5% 74.82
Spdr Series Trust brcly em locl 0.13 76983 -89% 27.21
S&p Global 0.13 8318 -20% 245.01
iShares MSCI Emerging Markets Indx (EEM) 0.12 47243 -3% 40.87
Celgene Corporation (CELG) 0.12 18749 -9% 99.31
Walgreen Boots Alliance 0.12 36202 -4% 55.30
NIKE (NKE) 0.11 18159 93.89
Wal-Mart Stores (WMT) 0.10 13583 -6% 118.68
Boeing Company (BA) 0.10 4199 380.57
Kimberly-Clark Corporation (KMB) 0.09 10474 142.07
V.F. Corporation (VFC) 0.09 16124 89.00
Target Corporation (TGT) 0.09 13842 -22% 106.92
Accenture 0.09 7446 192.32
General Dynamics Corporation (GD) 0.09 7698 182.77
Industrial SPDR (XLI) 0.09 19497 +2% 77.65
Comcast Corporation (CMCSA) 0.08 29111 45.07
Hologic (HOLX) 0.08 26515 50.50
Danaher Corporation (DHR) 0.08 9250 144.43
Skyworks Solutions (SWKS) 0.08 16375 -5% 79.27
iShares Russell 1000 Growth Index (IWF) 0.08 8118 +7% 159.65
iShares S&P; 500 Growth Index (IVW) 0.08 6973 +2% 179.98
MasterCard Incorporated (MA) 0.07 4336 -21% 271.68
PNC Financial Services (PNC) 0.07 8022 140.11
Darden Restaurants (DRI) 0.07 10044 -5% 118.18
Emerson Electric (EMR) 0.07 17215 66.86
CVS Caremark Corporation (CVS) 0.07 18865 63.08
Kroger (KR) 0.07 42841 -4% 25.77
Thermo Fisher Scientific (TMO) 0.07 3843 -10% 291.18
Yum! Brands (YUM) 0.07 9766 113.45
Capital One Financial (COF) 0.07 13203 90.96
Colgate-Palmolive Company (CL) 0.07 14498 -5% 73.53
GlaxoSmithKline (GSK) 0.07 27940 42.66
Honeywell International (HON) 0.07 6232 -10% 169.13
International Business Machines (IBM) 0.07 7866 -2% 145.44
iShares Dow Jones Select Dividend (DVY) 0.07 10426 101.96
U.S. Ban (USB) 0.06 18141 -9% 55.34
General Electric Company (GE) 0.06 116352 -8% 8.94
Lowe's Companies (LOW) 0.06 9517 -18% 109.91
Fiserv (FISV) 0.06 9156 -32% 103.54
Oracle Corporation (ORCL) 0.06 16768 55.05
Constellation Brands (STZ) 0.06 4787 207.23
Zimmer Holdings (ZMH) 0.06 7064 137.32
American Water Works (AWK) 0.06 7536 -8% 124.20
iShares MSCI EAFE Growth Index (EFG) 0.06 11650 80.52
Ecolab (ECL) 0.05 4062 -8% 197.93
Northrop Grumman Corporation (NOC) 0.05 2045 374.57
Travelers Companies (TRV) 0.05 5275 -4% 148.63
Mettler-Toledo International (MTD) 0.05 1244 -19% 704.18
Deere & Company (DE) 0.05 4699 -6% 168.76
Marsh & McLennan Companies (MMC) 0.05 7693 100.09
iShares Russell 1000 Value Index (IWD) 0.05 5940 128.28
Gilead Sciences (GILD) 0.05 11514 -9% 63.40
Consumer Staples Select Sect. SPDR (XLP) 0.05 14235 +48% 61.40
Vanguard Total Bond Market ETF (BND) 0.05 8758 84.38
Vanguard S&p 500 Etf idx fd 0.05 2893 -6% 272.73
State Street Corporation (STT) 0.04 10237 59.20
Bank of America Corporation (BAC) 0.04 20799 29.18
Costco Wholesale Corporation (COST) 0.04 2438 287.94
Norfolk Southern (NSC) 0.04 3373 -32% 179.66
NVIDIA Corporation (NVDA) 0.04 3467 -10% 174.21
Maxim Integrated Products (MXIM) 0.04 11774 57.92
Philip Morris International (PM) 0.04 7526 -4% 75.87
Dover Corporation (DOV) 0.04 6895 -12% 99.49
Roper Industries (ROP) 0.04 1831 -6% 356.64
Vanguard Short-Term Bond ETF (BSV) 0.04 7415 +25% 80.78
Technology SPDR (XLK) 0.04 7121 -9% 80.47
iShares S&P; MidCap 400 Index (IJH) 0.04 3101 193.16
Vanguard Total Stock Market ETF (VTI) 0.04 4183 +66% 151.09
Marathon Petroleum Corp 0.04 10564 60.77
Facebook Inc cl a 0.04 3426 -6% 178.05
Invesco Buyback Achievers Etf equities 0.04 11405 62.60
Cigna Corp New 0.04 3925 -10% 151.85
Corning Incorporated (GLW) 0.03 15377 28.55
BlackRock (BLK) 0.03 1051 445.29
Paychex (PAYX) 0.03 5796 82.82
T. Rowe Price (TROW) 0.03 3635 114.17
Tyson Foods (TSN) 0.03 4860 -6% 86.21
Raytheon Company (RTN) 0.03 2818 196.24
Air Products & Chemicals (APD) 0.03 2227 -7% 221.82
McKesson Corporation (MCK) 0.03 2970 136.70
Lockheed Martin Corporation (LMT) 0.03 1300 +2% 390.00
eBay (EBAY) 0.03 13023 -5% 39.01
Biogen Idec (BIIB) 0.03 1790 232.96
Illumina (ILMN) 0.03 1440 -2% 304.17
MetLife (MET) 0.03 11934 47.18
iShares Russell Midcap Index Fund (IWR) 0.03 9456 55.94
iShares Dow Jones US Financial (IYF) 0.03 4255 128.79
iShares Dow Jones US Technology (IYW) 0.03 2265 204.42
Mondelez Int 0.03 9249 +4% 55.36
Cdk Global Inc equities 0.03 10284 48.13
Global X Fds s&p 500 catholic 0.03 11780 +2% 36.42
Yum China Holdings 0.03 11330 45.45
Globe Life Inc 0.03 5486 NEW 95.70
BP (BP) 0.02 9973 -12% 38.00
Goldman Sachs (GS) 0.02 1496 207.22
Charles Schwab Corporation (SCHW) 0.02 6666 -6% 41.85
Caterpillar (CAT) 0.02 2920 126.37
CSX Corporation (CSX) 0.02 4291 -31% 69.21
Waste Management (WM) 0.02 3036 114.95
Baxter International (BAX) 0.02 4098 87.36
Edwards Lifesciences (EW) 0.02 1723 219.97
Altria (MO) 0.02 9017 -7% 40.92
ConocoPhillips (COP) 0.02 4729 56.88
Schlumberger (SLB) 0.02 7429 -5% 34.19
Texas Instruments Incorporated (TXN) 0.02 2034 129.30
UnitedHealth (UNH) 0.02 1846 217.23
QUALCOMM (QCOM) 0.02 4814 -2% 76.24
Prudential Financial (PRU) 0.02 2746 89.95
Visa (V) 0.02 2242 -5% 172.17
Public Service Enterprise (PEG) 0.02 5983 -9% 62.01
Fastenal Company (FAST) 0.02 8918 +100% 32.63
Seagate Technology Com Stk 0.02 4617 -21% 53.71
Chipotle Mexican Grill (CMG) 0.02 335 -30% 841.79
Rockwell Automation (ROK) 0.02 1892 164.90
Vanguard Emerging Markets ETF (VWO) 0.02 6977 +45% 40.28
SPDR S&P; Dividend (SDY) 0.02 2485 -36% 102.62
iShares MSCI ACWI Index Fund (ACWI) 0.02 4705 73.75
Vanguard REIT ETF (VNQ) 0.02 3819 +8% 93.22
Vanguard Information Technology ETF (VGT) 0.02 1666 215.49
iShares Dow Jones US Industrial (IYJ) 0.02 2494 158.78
American Tower Reit 0.02 1121 NEW 221.23
FLEXSHARES TR MORNSTAR usmkt 0.02 2449 117.19
Eaton 0.02 3016 83.22
Vanguard Charlotte Fds intl bd idx etf 0.02 4803 NEW 58.92
Equinix 0.02 600 576.67
Allergan 0.02 2127 168.31
Paypal Holdings 0.02 3320 103.61
Everbridge, Inc. Cmn 0.02 4575 61.64
Delphi Automotive Inc international stock 0.02 3050 -14% 87.54
Invesco Qqq Trust Series 1 0.02 1668 188.85
S&p Global Water Index Etf etf 0.02 7651 -67% 38.30
L3harris Technologies Inc Com stock 0.02 1396 NEW 208.45
Progressive Corporation (PGR) 0.01 2691 NEW 77.29
Moody's Corporation (MCO) 0.01 1058 NEW 205.10
Dominion Resources (D) 0.01 2762 81.10
Becton, Dickinson and (BDX) 0.01 843 252.67
Novartis AG (NVS) 0.01 2369 -6% 86.96
Royal Dutch Shell (RDS.A) 0.01 3794 58.78
Unilever N.V. (UN) 0.01 3353 -8% 59.95
Danaher Corp Del debt 0.01 21000 5.52
Vanguard Value ETF (VTV) 0.01 1945 NEW 111.57
Vanguard High Dividend Yield ETF (VYM) 0.01 2410 88.80
Pimco Income Strategy Fund (PFL) 0.01 14653 NEW 11.40
Nuveen Insured Tax-Free Adv Munici Fd (NEA) 0.01 10800 NEW 14.35
Nuveen Div. Advantage Muni. Fund (NAD) 0.01 10500 NEW 14.38
BlackRock Insured Municipal Income Trust (BYM) 0.01 10800 NEW 14.17
Blackrock MuniHoldings Insured Fd (MUS) 0.01 12400 NEW 12.82
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.01 14000 NEW 15.00
Flexshares Tr qualt divd idx 0.01 5163 45.52
Virtus Total Return Fund cf 0.01 11861 11.30
Dws Municipal Income Cf non-tax cef 0.01 13000 NEW 11.62
Amcor Plc 0.01 19608 NEW 9.74

Past 13F-HR SEC Filings by Choate Investment Advisors

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