Choate Investment Advisors
Latest statistics and disclosures from Choate Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, VEU, IEMG, GVI, AAPL, and represent 50.27% of Choate Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: IEMG (+$17M), IWF (+$14M), BKNG (+$14M), VEU (+$12M), VRSK (+$8.0M), VTI (+$6.4M), XOM (+$6.0M), GVI (+$5.8M), VUG, MINV.
- Started 50 new stock positions in ETV, HONA, CRSP, SCHX, FITB, VGIT, TRGP, AME, RS, MNST.
- Reduced shares in these 10 stocks: MUB (-$18M), OAKM (-$7.7M), IVV (-$6.9M), ABT (-$6.3M), SPYX (-$6.1M), CP (-$5.9M), AAPL (-$5.3M), CNI, PG, HD.
- Sold out of its positions in SIVR, CTRA, LNG, Dupont De Nemours, EIX, GEHC, HCA, Hologic, Honeywell International, Kalvista Pharmaceuticals. KDP, OMC, PYPL, REGN, TRMB, ZTS.
- Choate Investment Advisors was a net buyer of stock by $34M.
- Choate Investment Advisors has $5.7B in assets under management (AUM), dropping by 11.36%.
- Central Index Key (CIK): 0001399794
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Portfolio Holdings for Choate Investment Advisors
Choate Investment Advisors holds 472 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 33.8 | $1.9B | 2.6M | 748.89 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 4.8 | $272M | +4% | 3.2M | 83.75 |
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| Ishares Core Msci Emkt (IEMG) | 4.4 | $251M | +7% | 3.0M | 82.84 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 4.2 | $240M | +2% | 2.3M | 106.09 |
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| Apple (AAPL) | 3.1 | $175M | -2% | 606k | 289.36 |
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| Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM) | 2.9 | $164M | -4% | 5.8M | 28.17 |
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| Spdr Series Trust ST STR SP500FF (SPYX) | 2.4 | $139M | -4% | 2.3M | 61.10 |
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| NVIDIA Corporation (NVDA) | 2.2 | $126M | 631k | 200.09 |
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| Microsoft Corporation (MSFT) | 2.1 | $119M | 320k | 373.02 |
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| Amazon (AMZN) | 1.9 | $111M | 465k | 238.34 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $104M | -2% | 291k | 357.37 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $76M | -2% | 214k | 353.33 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.2 | $70M | +2% | 94k | 746.77 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.2 | $69M | +10% | 187k | 370.04 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.1 | $65M | 135k | 477.57 |
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| Eli Lilly & Co. (LLY) | 1.1 | $61M | 51k | 1199.42 |
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| Ishares Tr National Mun Etf (MUB) | 1.0 | $59M | -23% | 547k | 107.62 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $52M | 160k | 327.33 |
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| Johnson & Johnson (JNJ) | 0.8 | $47M | 185k | 253.97 |
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| Wal-Mart Stores (WMT) | 0.8 | $46M | 409k | 113.26 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.8 | $46M | +3% | 647k | 71.25 |
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| Home Depot (HD) | 0.8 | $44M | -5% | 125k | 352.68 |
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| TJX Companies (TJX) | 0.7 | $37M | 244k | 151.50 |
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| Visa Com Cl A (V) | 0.6 | $35M | -3% | 102k | 343.09 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $34M | 68k | 500.39 |
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| Broadcom (AVGO) | 0.5 | $31M | +11% | 82k | 377.75 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $31M | -2% | 44k | 686.81 |
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| Mastercard Incorporated Cl A (MA) | 0.5 | $28M | 54k | 513.60 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $25M | 287k | 85.49 |
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| Meta Platforms Cl A (META) | 0.4 | $24M | -8% | 43k | 563.29 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $23M | +35% | 170k | 136.72 |
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| Linde SHS (LIN) | 0.4 | $22M | +2% | 43k | 518.95 |
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| Abbott Laboratories (ABT) | 0.4 | $21M | -22% | 234k | 90.74 |
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| Quanta Services (PWR) | 0.4 | $21M | 29k | 720.04 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $20M | +11% | 28k | 736.40 |
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| Marsh & McLennan Companies (MRSH) | 0.4 | $20M | 122k | 166.67 |
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| Procter & Gamble Company (PG) | 0.3 | $19M | -12% | 131k | 146.64 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $19M | +301% | 153k | 124.17 |
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| Global X Fds S&p 500 Catholic (CATH) | 0.3 | $18M | +26% | 207k | 88.50 |
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| Abbvie (ABBV) | 0.3 | $18M | -4% | 72k | 251.64 |
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| Waste Connections (WCN) | 0.3 | $17M | 104k | 166.69 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.3 | $17M | +6% | 105k | 156.95 |
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| Coca-Cola Company (KO) | 0.3 | $16M | 201k | 81.27 |
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| Applied Materials (AMAT) | 0.3 | $16M | -11% | 23k | 723.00 |
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| Vanguard World Mega Cap Index (MGC) | 0.3 | $16M | 58k | 273.63 |
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| American Express Company (AXP) | 0.3 | $16M | -2% | 46k | 338.25 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $15M | +12% | 42k | 368.38 |
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| Msci (MSCI) | 0.3 | $15M | 27k | 560.04 |
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| Booking Holdings (BKNG) | 0.3 | $15M | +2357% | 83k | 178.24 |
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| Progressive Corporation (PGR) | 0.2 | $14M | 65k | 218.45 |
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| Pepsi (PEP) | 0.2 | $13M | -4% | 98k | 135.40 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.2 | $13M | 334k | 38.23 |
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| Canadian Natl Ry (CNI) | 0.2 | $12M | -18% | 103k | 119.24 |
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| Uber Technologies (UBER) | 0.2 | $12M | +10% | 169k | 72.16 |
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| Merck & Co (MRK) | 0.2 | $12M | -7% | 95k | 128.50 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $12M | 16.00 | 748850.00 |
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| Cisco Systems (CSCO) | 0.2 | $12M | -3% | 101k | 117.46 |
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| Global X Fds S&p Ex Us Etf (CEFA) | 0.2 | $11M | +35% | 276k | 39.69 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $11M | -7% | 136k | 77.11 |
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| Netflix (NFLX) | 0.2 | $10M | +35% | 144k | 71.40 |
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| Intel Corporation (INTC) | 0.2 | $10M | 74k | 139.63 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $10M | -12% | 43k | 236.62 |
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| Vulcan Materials Company (VMC) | 0.2 | $10M | +4% | 35k | 295.01 |
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| Emerson Electric (EMR) | 0.2 | $10M | -7% | 71k | 143.15 |
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| Caterpillar (CAT) | 0.2 | $10M | 9.5k | 1064.88 |
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| Automatic Data Processing (ADP) | 0.2 | $10M | -5% | 44k | 223.95 |
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| Ishares Tr Expanded Tech (IGV) | 0.2 | $9.6M | +9% | 106k | 90.60 |
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| Micron Technology (MU) | 0.2 | $9.5M | +47% | 8.2k | 1154.31 |
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| Costco Wholesale Corporation (COST) | 0.2 | $8.6M | -3% | 9.2k | 935.51 |
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| Enterprise Products Partners (EPD) | 0.1 | $8.4M | 229k | 36.76 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $8.3M | -9% | 39k | 212.77 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $8.1M | -14% | 40k | 205.02 |
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| Verisk Analytics (VRSK) | 0.1 | $8.0M | NEW | 45k | 179.53 |
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| Ge Aerospace Com New (GE) | 0.1 | $7.8M | 21k | 373.73 |
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| Danaher Corporation (DHR) | 0.1 | $7.8M | -5% | 41k | 190.48 |
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| Edwards Lifesciences (EW) | 0.1 | $7.3M | -16% | 81k | 90.46 |
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| Walt Disney Company (DIS) | 0.1 | $7.0M | -9% | 73k | 96.25 |
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| Ecolab (ECL) | 0.1 | $7.0M | -15% | 25k | 278.61 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $6.6M | 35k | 189.73 |
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| Ge Vernova (GEV) | 0.1 | $6.5M | +5% | 5.5k | 1174.84 |
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| Ishares Tr Msci Usa Min Etf (USMV) | 0.1 | $6.3M | 65k | 96.46 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $6.0M | +496% | 69k | 86.14 |
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.1 | $5.9M | 49k | 120.23 |
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| International Business Machines (IBM) | 0.1 | $5.8M | +2% | 21k | 281.21 |
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| McDonald's Corporation (MCD) | 0.1 | $5.6M | -6% | 21k | 270.31 |
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| Palo Alto Networks (PANW) | 0.1 | $5.6M | 16k | 341.02 |
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| Spdr Series Trust St Str Bl 12 Etf (BILS) | 0.1 | $5.5M | -17% | 55k | 99.38 |
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| ConocoPhillips (COP) | 0.1 | $5.4M | 52k | 103.96 |
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| Tesla Motors (TSLA) | 0.1 | $5.4M | +2% | 13k | 420.60 |
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| Ameriprise Financial (AMP) | 0.1 | $5.3M | -11% | 12k | 458.76 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $5.3M | 12k | 433.33 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $5.2M | -6% | 50k | 103.88 |
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| Analog Devices (ADI) | 0.1 | $5.0M | 13k | 397.17 |
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| Newmont Mining Corporation (NEM) | 0.1 | $4.9M | -2% | 53k | 93.40 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $4.9M | 51k | 96.58 |
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| Chevron Corporation (CVX) | 0.1 | $4.9M | 29k | 165.76 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $4.8M | -6% | 9.5k | 501.33 |
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| Matthews Asia Fds Asia Innov Activ (MINV) | 0.1 | $4.7M | NEW | 82k | 57.84 |
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| Chubb (CB) | 0.1 | $4.7M | 14k | 340.74 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $4.6M | -4% | 29k | 156.72 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $4.5M | 14k | 330.46 |
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| Amgen (AMGN) | 0.1 | $4.4M | -15% | 12k | 362.12 |
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| Fortinet (FTNT) | 0.1 | $4.4M | 29k | 153.62 |
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| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.1 | $4.4M | 24k | 185.23 |
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| S&p Global (SPGI) | 0.1 | $4.4M | -8% | 11k | 407.26 |
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| Oracle Corporation (ORCL) | 0.1 | $4.4M | 30k | 146.55 |
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| Ishares Tr Broad Usd High (USHY) | 0.1 | $4.4M | +107% | 118k | 37.02 |
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| Morgan Stanley Com New (MS) | 0.1 | $4.3M | -12% | 21k | 209.04 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.1 | $4.3M | -16% | 27k | 158.66 |
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| Bank of America Corporation (BAC) | 0.1 | $4.2M | 74k | 56.98 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $4.1M | 25k | 164.27 |
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| Union Pacific Corporation (UNP) | 0.1 | $4.1M | -7% | 15k | 272.00 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $4.0M | 53k | 75.51 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $4.0M | 25k | 158.03 |
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| 3M Company (MMM) | 0.1 | $4.0M | 25k | 161.91 |
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| AFLAC Incorporated (AFL) | 0.1 | $3.8M | -8% | 32k | 117.25 |
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| Deere & Company (DE) | 0.1 | $3.8M | 6.0k | 634.34 |
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| Goldman Sachs (GS) | 0.1 | $3.8M | -3% | 3.7k | 1011.49 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $3.7M | 15k | 242.99 |
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| Nextera Energy (NEE) | 0.1 | $3.7M | 42k | 87.77 |
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| Advanced Micro Devices (AMD) | 0.1 | $3.7M | 6.3k | 580.86 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $3.6M | 26k | 137.53 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $3.5M | 3.6k | 965.00 |
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| Pfizer (PFE) | 0.1 | $3.4M | 143k | 24.08 |
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| Kla Corp Com New (KLAC) | 0.1 | $3.4M | +905% | 11k | 301.71 |
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| Stryker Corporation (SYK) | 0.1 | $3.4M | -3% | 11k | 314.84 |
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| Illumina (ILMN) | 0.1 | $3.4M | 19k | 175.83 |
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| Lowe's Companies (LOW) | 0.1 | $3.4M | -3% | 15k | 220.49 |
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| Wells Fargo & Company (WFC) | 0.1 | $3.3M | 40k | 82.64 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $3.3M | 13k | 255.67 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $3.3M | 103k | 31.71 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $3.3M | 11k | 303.11 |
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| General Mills (GIS) | 0.1 | $3.2M | 93k | 34.80 |
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| Aptar (ATR) | 0.1 | $3.1M | -18% | 25k | 125.20 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $3.1M | 29k | 106.47 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $3.0M | -3% | 33k | 92.27 |
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| Illinois Tool Works (ITW) | 0.1 | $3.0M | -2% | 11k | 270.47 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $3.0M | 10k | 299.01 |
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| Travelers Companies (TRV) | 0.1 | $3.0M | 9.0k | 330.12 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $3.0M | -2% | 10k | 298.07 |
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| Old Dominion Freight Line (ODFL) | 0.1 | $3.0M | 14k | 216.61 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $2.9M | 15k | 190.19 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $2.9M | -6% | 12k | 246.21 |
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| Qnity Electronics Common Stock (Q) | 0.1 | $2.9M | 18k | 163.31 |
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| UnitedHealth (UNH) | 0.0 | $2.8M | -7% | 6.7k | 415.60 |
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| Canadian Pacific Kansas City (CP) | 0.0 | $2.7M | -68% | 31k | 86.65 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $2.6M | +3% | 12k | 217.93 |
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| Citigroup Com New (C) | 0.0 | $2.6M | 19k | 139.96 |
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| Williams Companies (WMB) | 0.0 | $2.6M | 35k | 74.34 |
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| Corteva (CTVA) | 0.0 | $2.6M | 31k | 84.69 |
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| BP Sponsored Adr (BP) | 0.0 | $2.5M | 68k | 36.95 |
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| Tyler Technologies (TYL) | 0.0 | $2.5M | -9% | 8.5k | 292.46 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $2.5M | +19% | 30k | 82.34 |
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| EOG Resources (EOG) | 0.0 | $2.5M | 19k | 129.73 |
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| Bristol Myers Squibb (BMY) | 0.0 | $2.5M | -7% | 43k | 57.62 |
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| Renaissance Re Holdings Ltd Cmn (RNR) | 0.0 | $2.5M | +103% | 7.8k | 316.90 |
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| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.0 | $2.4M | -7% | 24k | 100.67 |
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| Blackrock (BLK) | 0.0 | $2.4M | 2.4k | 961.63 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $2.3M | 1.1k | 1989.44 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $2.3M | +14% | 28k | 82.11 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $2.3M | +266% | 28k | 80.57 |
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| Vanguard Wellington Short Trm Tax Ex (VTES) | 0.0 | $2.3M | +17% | 22k | 101.31 |
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| Medtronic SHS (MDT) | 0.0 | $2.3M | -2% | 29k | 78.23 |
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| Spdr Series Trust St Str Sp Home (XHB) | 0.0 | $2.3M | 20k | 115.56 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $2.2M | -4% | 15k | 148.31 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $2.2M | 28k | 79.42 |
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| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.0 | $2.2M | 48k | 45.34 |
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| Air Products & Chemicals (APD) | 0.0 | $2.2M | 7.4k | 293.18 |
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| Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM) | 0.0 | $2.1M | 54k | 40.01 |
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| PNC Financial Services (PNC) | 0.0 | $2.1M | 8.7k | 246.22 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $2.1M | 14k | 156.97 |
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| Progress Software Corporation (PRGS) | 0.0 | $2.1M | 62k | 33.58 |
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| Dover Corporation (DOV) | 0.0 | $2.1M | 9.3k | 224.28 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $2.1M | +9% | 26k | 79.03 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $2.1M | +700% | 17k | 119.52 |
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| Colgate-Palmolive Company (CL) | 0.0 | $2.0M | 22k | 91.68 |
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| Cigna Corp (CI) | 0.0 | $2.0M | 7.2k | 275.68 |
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| Spdr Series Trust St Str Sp Biot (XBI) | 0.0 | $2.0M | 13k | 158.25 |
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| Eaton Corp SHS (ETN) | 0.0 | $2.0M | -5% | 4.6k | 426.16 |
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| Northern Trust Corporation (NTRS) | 0.0 | $2.0M | 11k | 173.84 |
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| Mettler-Toledo International (MTD) | 0.0 | $1.9M | -4% | 1.5k | 1277.51 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $1.9M | 3.9k | 496.73 |
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| Allstate Corporation (ALL) | 0.0 | $1.9M | 8.0k | 237.94 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.0 | $1.9M | 9.8k | 190.52 |
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| Corning Incorporated (GLW) | 0.0 | $1.8M | 7.1k | 255.43 |
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| Alcon Ord Shs (ALC) | 0.0 | $1.8M | -46% | 26k | 67.10 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $1.7M | -3% | 5.8k | 300.45 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $1.7M | -2% | 16k | 110.32 |
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| SLB Com Stk (SLB) | 0.0 | $1.7M | 37k | 46.49 |
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| International Flavors & Fragrances (IFF) | 0.0 | $1.7M | -19% | 21k | 79.22 |
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| McKesson Corporation (MCK) | 0.0 | $1.7M | -3% | 2.2k | 755.60 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $1.7M | 4.9k | 343.91 |
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| United Parcel Svcs CL B (UPS) | 0.0 | $1.7M | -21% | 15k | 107.50 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $1.6M | 27k | 59.69 |
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| Dupont De Nemours Common Stock (DD) | 0.0 | $1.6M | NEW | 12k | 135.64 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $1.6M | 8.1k | 197.61 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $1.6M | 17k | 96.43 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $1.6M | +399% | 18k | 87.91 |
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| SYSCO Corporation (SYY) | 0.0 | $1.5M | 18k | 83.58 |
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| Seaboard Corporation (SEB) | 0.0 | $1.5M | -6% | 339.00 | 4464.33 |
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| Corpay Com Shs (CPAY) | 0.0 | $1.5M | 4.5k | 333.27 |
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| Amphenol Corp Cl A (APH) | 0.0 | $1.5M | -7% | 8.4k | 176.32 |
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| GSK Sponsored Adr (GSK) | 0.0 | $1.4M | 28k | 52.42 |
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| Nucor Corporation (NUE) | 0.0 | $1.4M | 6.5k | 222.76 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $1.4M | -31% | 1.5k | 978.12 |
|
| Boeing Company (BA) | 0.0 | $1.4M | -2% | 6.6k | 216.47 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $1.4M | 5.8k | 242.43 |
|
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $1.4M | 2.0k | 703.34 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $1.4M | -3% | 3.4k | 409.50 |
|
| eBay (EBAY) | 0.0 | $1.4M | 12k | 111.75 |
|
|
| Bio-techne Corporation (TECH) | 0.0 | $1.4M | 19k | 70.65 |
|
|
| Rockwell Automation (ROK) | 0.0 | $1.4M | 2.8k | 495.08 |
|
|
| Qualcomm (QCOM) | 0.0 | $1.4M | 7.4k | 184.79 |
|
|
| Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL) | 0.0 | $1.3M | NEW | 18k | 75.68 |
|
| Teradyne (TER) | 0.0 | $1.3M | +34% | 2.8k | 483.92 |
|
| Carrier Global Corporation (CARR) | 0.0 | $1.3M | -2% | 18k | 73.35 |
|
| Kkr & Co (KKR) | 0.0 | $1.3M | +4% | 14k | 91.78 |
|
| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.0 | $1.3M | 15k | 83.07 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $1.3M | NEW | 22k | 58.20 |
|
| Vanguard World Esg Us Corp Bd (VCEB) | 0.0 | $1.3M | +12% | 20k | 62.76 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $1.3M | 26k | 47.94 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $1.2M | 5.0k | 252.23 |
|
|
| Yum! Brands (YUM) | 0.0 | $1.2M | 7.7k | 159.86 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $1.2M | NEW | 21k | 58.98 |
|
| Capital One Financial (COF) | 0.0 | $1.2M | -8% | 6.1k | 200.62 |
|
| Honeywell International (HON) | 0.0 | $1.2M | NEW | 5.4k | 223.88 |
|
| Vanguard World Materials Etf (VAW) | 0.0 | $1.2M | 5.3k | 228.78 |
|
|
| Honeywell Aerospace (HONA) | 0.0 | $1.2M | NEW | 5.4k | 221.06 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $1.2M | 3.0k | 397.71 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $1.2M | -17% | 9.3k | 124.44 |
|
| Woodward Governor Company (WWD) | 0.0 | $1.2M | NEW | 2.7k | 425.44 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $1.2M | 3.1k | 370.59 |
|
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $1.1M | -2% | 23k | 49.55 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $1.1M | -11% | 2.2k | 526.44 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $1.1M | 7.8k | 146.41 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $1.1M | -3% | 9.6k | 117.67 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $1.1M | -24% | 28k | 38.73 |
|
| O'reilly Automotive (ORLY) | 0.0 | $1000k | -12% | 11k | 92.09 |
|
| Unilever Spon Adr New (UL) | 0.0 | $979k | -5% | 16k | 60.12 |
|
| Kroger (KR) | 0.0 | $947k | 17k | 55.53 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $945k | -5% | 11k | 88.54 |
|
| Eaton Vance Tax-advntg Glbl Di (ETG) | 0.0 | $942k | NEW | 40k | 23.54 |
|
| Waste Management (WM) | 0.0 | $921k | 4.1k | 222.90 |
|
|
| salesforce (CRM) | 0.0 | $920k | -4% | 5.9k | 156.66 |
|
| Ametek (AME) | 0.0 | $902k | NEW | 3.7k | 241.94 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $899k | 8.7k | 103.45 |
|
|
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.0 | $898k | +2% | 9.8k | 91.64 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $897k | NEW | 21k | 42.59 |
|
| Xpo Logistics Inc equity (XPO) | 0.0 | $895k | NEW | 4.4k | 205.29 |
|
| Texas Pacific Land Corp (TPL) | 0.0 | $893k | -2% | 2.0k | 437.64 |
|
| CSX Corporation (CSX) | 0.0 | $887k | 19k | 47.53 |
|
|
| Verizon Communications (VZ) | 0.0 | $884k | -2% | 21k | 42.34 |
|
| Astrazeneca Ord (AZN) | 0.0 | $870k | 4.6k | 189.42 |
|
|
| AutoZone (AZO) | 0.0 | $869k | -11% | 272.00 | 3195.94 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $864k | 5.1k | 169.88 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $864k | -12% | 35k | 24.55 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $858k | 5.5k | 156.30 |
|
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $858k | 4.4k | 195.72 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $857k | 1.3k | 640.76 |
|
|
| Norfolk Southern (NSC) | 0.0 | $842k | 2.7k | 314.59 |
|
|
| Moody's Corporation (MCO) | 0.0 | $842k | 1.9k | 452.92 |
|
|
| Samsara Com Cl A (IOT) | 0.0 | $841k | 26k | 32.43 |
|
|
| Globe Life (GL) | 0.0 | $841k | 4.7k | 178.68 |
|
|
| Vistra Energy (VST) | 0.0 | $818k | -8% | 5.2k | 158.63 |
|
| Philip Morris International (PM) | 0.0 | $796k | -3% | 4.4k | 180.91 |
|
| Altria (MO) | 0.0 | $794k | 11k | 71.95 |
|
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $789k | 3.5k | 225.49 |
|
|
| Prologis (PLD) | 0.0 | $771k | -8% | 5.7k | 135.47 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $764k | +2% | 1.0k | 763.14 |
|
| Paccar (PCAR) | 0.0 | $762k | 6.3k | 120.12 |
|
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $762k | -26% | 16k | 46.92 |
|
| Reliance Steel & Aluminum (RS) | 0.0 | $759k | NEW | 2.0k | 373.60 |
|
| Liberty Live Holdings Com Shs Ser C (LLYVK) | 0.0 | $740k | 7.0k | 105.64 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $740k | 9.5k | 77.54 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $733k | 2.8k | 260.44 |
|
|
| Roper Industries (ROP) | 0.0 | $726k | 2.1k | 338.39 |
|
|
| Iqvia Holdings (IQV) | 0.0 | $724k | -2% | 3.7k | 193.22 |
|
| American Tower Reit (AMT) | 0.0 | $724k | -29% | 4.4k | 163.57 |
|
| L3harris Technologies (LHX) | 0.0 | $705k | -2% | 2.4k | 290.59 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $704k | -3% | 21k | 34.00 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $696k | 21k | 33.29 |
|
|
| Siriusxm Holdings Common Stock (SIRI) | 0.0 | $693k | 24k | 29.54 |
|
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $692k | 11k | 62.89 |
|
|
| At&t (T) | 0.0 | $691k | -6% | 33k | 20.70 |
|
| Republic Services (RSG) | 0.0 | $690k | 3.2k | 213.10 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $687k | 1.4k | 491.16 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $685k | 1.3k | 509.31 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $681k | 1.9k | 354.24 |
|
|
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $670k | NEW | 45k | 14.88 |
|
| Hershey Company (HSY) | 0.0 | $662k | 3.8k | 175.45 |
|
|
| Hasbro (HAS) | 0.0 | $652k | NEW | 7.9k | 82.59 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $648k | 12k | 54.03 |
|
|
| American Water Works (AWK) | 0.0 | $644k | -4% | 4.9k | 131.58 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $641k | 5.1k | 124.42 |
|
|
| TransDigm Group Incorporated (TDG) | 0.0 | $622k | 467.00 | 1332.04 |
|
|
| Saul Centers (BFS) | 0.0 | $621k | NEW | 17k | 37.39 |
|
| Constellation Energy (CEG) | 0.0 | $621k | 2.5k | 248.37 |
|
|
| Servicenow (NOW) | 0.0 | $616k | 6.2k | 99.28 |
|
|
| Bhp Billiton Sponsored Ads (BHP) | 0.0 | $604k | 7.2k | 83.31 |
|
|
| Stanley Black & Decker (SWK) | 0.0 | $600k | 6.4k | 94.12 |
|
|
| Ishares Tr Morningstr Us Eq (ILCB) | 0.0 | $595k | 5.7k | 103.65 |
|
|
| Intuit (INTU) | 0.0 | $595k | -11% | 2.3k | 261.00 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $582k | NEW | 4.3k | 134.69 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $580k | 2.2k | 264.72 |
|
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $575k | 1.1k | 522.47 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $569k | +5% | 1.6k | 365.70 |
|
| Clorox Company (CLX) | 0.0 | $559k | 5.9k | 95.44 |
|
|
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.0 | $555k | 5.2k | 107.13 |
|
|
| Cummins (CMI) | 0.0 | $549k | 770.00 | 713.21 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $545k | +10% | 1.6k | 334.82 |
|
| D.R. Horton (DHI) | 0.0 | $544k | 3.3k | 162.87 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $544k | -6% | 1.1k | 509.46 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $541k | 1.9k | 285.58 |
|
|
| Rubrik Cl A (RBRK) | 0.0 | $538k | 6.7k | 80.28 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $533k | 9.2k | 57.84 |
|
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $531k | 5.6k | 95.09 |
|
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.0 | $526k | 9.8k | 53.61 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $521k | -17% | 5.3k | 98.98 |
|
| United Rentals (URI) | 0.0 | $520k | 459.00 | 1132.89 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $518k | -3% | 2.3k | 229.57 |
|
| Sandisk Corp (SNDK) | 0.0 | $516k | NEW | 227.00 | 2273.73 |
|
| Fiserv (FISV) | 0.0 | $515k | -30% | 11k | 49.05 |
|
| State Street Corporation (STT) | 0.0 | $515k | -5% | 3.0k | 169.60 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $510k | -8% | 3.7k | 139.09 |
|
| Vanguard World Consum Dis Etf (VCR) | 0.0 | $509k | 1.3k | 396.56 |
|
|
| Gilead Sciences (GILD) | 0.0 | $502k | 4.0k | 126.34 |
|
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $496k | 4.5k | 110.15 |
|
|
| Fastenal Company (FAST) | 0.0 | $493k | 10k | 48.03 |
|
|
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $489k | 5.5k | 89.01 |
|
|
| Howmet Aerospace (HWM) | 0.0 | $488k | 1.8k | 268.86 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $469k | 1.4k | 344.41 |
|
|
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.0 | $469k | 4.0k | 117.28 |
|
|
| Skyworks Solutions (SWKS) | 0.0 | $467k | -5% | 6.9k | 67.80 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $454k | 4.7k | 96.32 |
|
|
| Spdr Index Shs Fds St Str Msci Eafe (EFAX) | 0.0 | $453k | +13% | 8.4k | 54.12 |
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $448k | 3.9k | 115.69 |
|
|
| Paychex (PAYX) | 0.0 | $435k | -3% | 4.4k | 98.33 |
|
| Cadence Design Systems (CDNS) | 0.0 | $435k | 1.2k | 375.32 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $434k | NEW | 1.0k | 431.46 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $433k | +5% | 3.8k | 114.18 |
|
| Unity Software (U) | 0.0 | $432k | 15k | 28.58 |
|
|
| American Electric Power Company (AEP) | 0.0 | $430k | -2% | 3.1k | 136.81 |
|
| Devon Energy Corporation (DVN) | 0.0 | $427k | +91% | 10k | 41.32 |
|
| LeMaitre Vascular (LMAT) | 0.0 | $426k | 4.4k | 95.96 |
|
|
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.0 | $424k | +15% | 13k | 31.86 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $420k | -6% | 3.8k | 109.77 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $420k | 7.4k | 56.48 |
|
|
| Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) | 0.0 | $418k | 7.1k | 59.25 |
|
|
| Affirm Hldgs Com Cl A (AFRM) | 0.0 | $418k | 5.1k | 81.55 |
|
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $414k | +15% | 15k | 27.21 |
|
| Snap-on Incorporated (SNA) | 0.0 | $411k | 1.0k | 402.40 |
|
|
| Packaging Corporation of America (PKG) | 0.0 | $399k | 1.7k | 238.31 |
|
|
| Nike CL B (NKE) | 0.0 | $396k | -10% | 9.7k | 41.05 |
|
| Monarch Casino & Resort (MCRI) | 0.0 | $395k | 3.0k | 131.61 |
|
|
| Rbc Cad (RY) | 0.0 | $394k | 1.9k | 206.97 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $393k | +3% | 3.4k | 116.67 |
|
| Intercontinental Exchange (ICE) | 0.0 | $392k | -14% | 3.2k | 123.11 |
|
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.0 | $391k | 20k | 19.89 |
|
|
| Synopsys (SNPS) | 0.0 | $388k | +3% | 870.00 | 446.07 |
|
| Vontier Corporation (VNT) | 0.0 | $386k | -70% | 13k | 29.00 |
|
| Cintas Corporation (CTAS) | 0.0 | $385k | 2.3k | 170.08 |
|
|
| Us Bancorp Com New (USB) | 0.0 | $383k | -6% | 6.3k | 60.40 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $379k | +2% | 7.2k | 52.41 |
|
| Markel Corporation (MKL) | 0.0 | $375k | 192.00 | 1953.01 |
|
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $375k | 2.6k | 141.89 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $372k | 2.2k | 167.73 |
|
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $370k | 1.8k | 201.61 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $366k | 13k | 28.96 |
|
|
| Yum China Holdings (YUMC) | 0.0 | $365k | 8.9k | 40.87 |
|
|
| CRH Ord (CRH) | 0.0 | $361k | 3.4k | 107.00 |
|
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.0 | $361k | 3.0k | 118.99 |
|
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.0 | $358k | 8.6k | 41.82 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $357k | 5.2k | 68.41 |
|
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $356k | 1.3k | 280.00 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $355k | -12% | 3.5k | 102.19 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $351k | -9% | 4.9k | 71.60 |
|
| Spdr Series Trust St Term High Etf (SJNK) | 0.0 | $347k | 14k | 25.03 |
|
|
| Xylem (XYL) | 0.0 | $347k | -4% | 2.9k | 118.21 |
|
| Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) | 0.0 | $345k | 15k | 23.58 |
|
|
| Sap Se Spon Adr (SAP) | 0.0 | $344k | +6% | 2.2k | 154.11 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.0 | $342k | 17k | 20.37 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $334k | -4% | 2.6k | 126.58 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $323k | 6.1k | 53.11 |
|
|
| Extra Space Storage (EXR) | 0.0 | $323k | 2.2k | 145.31 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $322k | NEW | 1.1k | 302.97 |
|
| W.W. Grainger (GWW) | 0.0 | $317k | 233.00 | 1360.40 |
|
|
| Murphy Usa (MUSA) | 0.0 | $316k | 586.00 | 538.87 |
|
|
| Weyerhaeuser Com New (WY) | 0.0 | $315k | -49% | 13k | 23.94 |
|
| Genuine Parts Company (GPC) | 0.0 | $313k | -25% | 2.7k | 117.98 |
|
| Southern Company (SO) | 0.0 | $311k | 3.3k | 95.71 |
|
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $311k | 2.6k | 121.43 |
|
|
| CF Industries Holdings (CF) | 0.0 | $307k | 2.8k | 108.26 |
|
|
| Cme (CME) | 0.0 | $306k | -4% | 1.4k | 220.83 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $305k | 17k | 17.73 |
|
|
| Brookfield Infrastructure Pa Lp Int Unit (BIP) | 0.0 | $304k | 8.3k | 36.49 |
|
|
| Darden Restaurants (DRI) | 0.0 | $303k | -15% | 1.5k | 206.01 |
|
| Amcor Com New (AMCR) | 0.0 | $301k | 6.9k | 43.35 |
|
|
| MetLife (MET) | 0.0 | $299k | -4% | 3.5k | 84.61 |
|
| Autodesk (ADSK) | 0.0 | $296k | -46% | 1.5k | 194.42 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $294k | 1.7k | 168.42 |
|
|
| Aon Shs Cl A (AON) | 0.0 | $290k | -12% | 873.00 | 331.69 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $288k | -4% | 3.0k | 95.98 |
|
| Anthem (ELV) | 0.0 | $288k | -4% | 744.00 | 386.73 |
|
| Spdr Series Trust St Str Sp Metal (XME) | 0.0 | $283k | 2.6k | 106.93 |
|
|
| American Intl Group Com New (AIG) | 0.0 | $283k | -2% | 3.8k | 74.53 |
|
| Tidal Trust Iii Rock Gl Equi Etf (RGEF) | 0.0 | $280k | -19% | 8.0k | 34.99 |
|
| Wec Energy Group (WEC) | 0.0 | $276k | 2.4k | 116.77 |
|
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $276k | 11k | 25.06 |
|
|
| Airbnb Com Cl A (ABNB) | 0.0 | $275k | -10% | 1.9k | 143.10 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $273k | +4% | 6.4k | 42.68 |
|
| Spdr Series Trust St Str Sp Aero (XAR) | 0.0 | $271k | +12% | 955.00 | 283.79 |
|
| Spdr Series Trust St Str P500val (SPYV) | 0.0 | $271k | 4.5k | 60.79 |
|
|
| Phillips 66 (PSX) | 0.0 | $269k | 1.6k | 169.05 |
|
|
| Wise Group Ord Shs Class A | 0.0 | $269k | NEW | 22k | 12.00 |
|
| Gamestop Corp Cl A (GME) | 0.0 | $265k | 12k | 22.08 |
|
|
| Marvell Technology (MRVL) | 0.0 | $263k | NEW | 884.00 | 297.89 |
|
| Keysight Technologies (KEYS) | 0.0 | $263k | 751.00 | 350.07 |
|
|
| Ing Groep Sponsored Adr (ING) | 0.0 | $254k | 8.1k | 31.38 |
|
|
| Verisign (VRSN) | 0.0 | $253k | 1.0k | 251.56 |
|
|
| Alliant Energy Corporation (LNT) | 0.0 | $251k | 3.3k | 76.29 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $248k | 1.1k | 226.97 |
|
|
| Ross Stores (ROST) | 0.0 | $248k | 1.2k | 212.85 |
|
|
| Woodside Energy Group Sponsored Adr (WDS) | 0.0 | $246k | NEW | 13k | 19.32 |
|
| Exelon Corporation (EXC) | 0.0 | $244k | 5.2k | 46.62 |
|
|
| Western Digital (WDC) | 0.0 | $243k | NEW | 380.00 | 638.72 |
|
| Ubs Group SHS (UBS) | 0.0 | $241k | NEW | 4.9k | 49.56 |
|
| Banco Santander Sa Adr (SAN) | 0.0 | $235k | 17k | 13.80 |
|
|
| General Motors Company (GM) | 0.0 | $234k | -9% | 3.0k | 77.08 |
|
| Flex Ord (FLEX) | 0.0 | $233k | NEW | 1.4k | 162.07 |
|
| Totalenergies Se Act (TTE) | 0.0 | $232k | 3.0k | 77.77 |
|
|
| Martin Marietta Materials (MLM) | 0.0 | $230k | -35% | 399.00 | 576.70 |
|
| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.0 | $226k | NEW | 2.5k | 89.85 |
|
| Dow (DOW) | 0.0 | $225k | -3% | 8.2k | 27.36 |
|
| Becton, Dickinson and (BDX) | 0.0 | $225k | 1.5k | 151.33 |
|
|
| Monster Beverage Corp (MNST) | 0.0 | $225k | NEW | 2.3k | 96.10 |
|
| Icici Bank Adr (IBN) | 0.0 | $224k | NEW | 7.7k | 29.03 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $224k | NEW | 705.00 | 317.53 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $223k | 3.6k | 61.76 |
|
|
| Netease Sponsored Ads (NTES) | 0.0 | $220k | NEW | 1.7k | 128.14 |
|
| Equinix (EQIX) | 0.0 | $220k | 211.00 | 1042.39 |
|
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $220k | NEW | 1.5k | 144.61 |
|
| Viatris (VTRS) | 0.0 | $220k | 14k | 15.88 |
|
|
| Fifth Third Ban (FITB) | 0.0 | $219k | NEW | 3.9k | 56.37 |
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $217k | NEW | 1.5k | 146.11 |
|
| First Solar (FSLR) | 0.0 | $215k | NEW | 912.00 | 235.96 |
|
| Interface (TILE) | 0.0 | $215k | NEW | 6.0k | 35.84 |
|
| Akamai Technologies (AKAM) | 0.0 | $215k | -2% | 1.8k | 118.21 |
|
| RPM International (RPM) | 0.0 | $215k | -9% | 1.9k | 111.15 |
|
| Dorchester Minerals Com Unit (DMLP) | 0.0 | $213k | 8.4k | 25.25 |
|
|
| Unum (UNM) | 0.0 | $212k | NEW | 2.4k | 89.40 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $212k | NEW | 7.2k | 29.43 |
|
| Targa Res Corp (TRGP) | 0.0 | $210k | NEW | 784.00 | 268.14 |
|
| FedEx Corporation (FDX) | 0.0 | $208k | 663.00 | 313.13 |
|
|
| Simon Property (SPG) | 0.0 | $208k | NEW | 928.00 | 223.65 |
|
| Tri-Continental Corporation (TY) | 0.0 | $207k | NEW | 6.0k | 34.42 |
|
| Church & Dwight (CHD) | 0.0 | $205k | NEW | 2.1k | 96.88 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $205k | 10k | 20.06 |
|
|
| Suncor Energy (SU) | 0.0 | $204k | 3.8k | 53.68 |
|
|
| Spdr Series Trust ST STR SP400GRW (MDYG) | 0.0 | $204k | NEW | 1.8k | 112.09 |
|
| Ul Solutions Class A Com Shs (ULS) | 0.0 | $204k | NEW | 2.0k | 101.86 |
|
| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $202k | NEW | 3.7k | 54.54 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $202k | NEW | 2.6k | 76.55 |
|
| Ishares Tr Esg Select Scre (XVV) | 0.0 | $201k | NEW | 3.5k | 56.79 |
|
| Pimco CA Municipal Income Fund (PCQ) | 0.0 | $165k | 18k | 8.97 |
|
|
| Flowers Foods (FLO) | 0.0 | $151k | NEW | 19k | 7.90 |
|
| Flagstar Bank National Assoc Com New (FLG) | 0.0 | $150k | -37% | 10k | 14.94 |
|
| Haleon Spon Ads (HLN) | 0.0 | $148k | -7% | 16k | 9.33 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $135k | 23k | 5.83 |
|
|
| Patterson-UTI Energy (PTEN) | 0.0 | $122k | 13k | 9.18 |
|
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $101k | NEW | 11k | 9.58 |
|
| Mbia (MBI) | 0.0 | $74k | 11k | 6.52 |
|
|
| Aspen Aerogels (ASPN) | 0.0 | $63k | 10k | 6.34 |
|
Past Filings by Choate Investment Advisors
SEC 13F filings are viewable for Choate Investment Advisors going back to 2011
- Choate Investment Advisors 2026 Q2 filed Aug. 11, 2026
- Choate Investment Advisors 2026 Q1 filed May 13, 2026
- 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