Choate Investment Advisors
Latest statistics and disclosures from Choate Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, GVI, VEU, IEMG, OAKM, and represent 49.24% of Choate Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: IEMG (+$194M), IVV (+$87M), GVI (+$12M), CATH (+$11M), VEU (+$9.7M), IGV (+$7.7M), CEFA (+$7.5M), AVGO (+$6.7M), NFLX (+$6.5M), JPM (+$6.3M).
- Started 25 new stock positions in FDX, XLE, CDNS, LNT, FLG, DOW, HBAN, LNG, AZN, EIX.
- Reduced shares in these 10 stocks: OAKM (-$81M), MUB (-$48M), HD (-$5.1M), TJX, WMT, JNJ, TSM, ADBE, ALC, PG.
- Sold out of its positions in APP, AstraZeneca, BR, EBC, EPAM, FSLR, SHLD, IBN, VKI, OEF.
- Choate Investment Advisors was a net buyer of stock by $214M.
- Choate Investment Advisors has $5.1B in assets under management (AUM), dropping by 0.28%.
- Central Index Key (CIK): 0001399794
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 csvPortfolio Holdings for Choate Investment Advisors
Choate Investment Advisors holds 438 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 32.9 | $1.7B | +5% | 2.6M | 653.21 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 4.6 | $235M | +5% | 2.2M | 106.68 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 4.6 | $233M | +4% | 3.1M | 75.10 |
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| Ishares Core Msci Emkt (IEMG) | 3.8 | $197M | +7363% | 2.8M | 69.75 |
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| Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM) | 3.3 | $168M | -32% | 6.1M | 27.57 |
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| Apple (AAPL) | 3.1 | $158M | 624k | 253.79 |
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| Spdr Series Trust State Street Spd (SPYX) | 2.5 | $126M | 2.4M | 53.03 |
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| Microsoft Corporation (MSFT) | 2.4 | $120M | 325k | 370.17 |
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| NVIDIA Corporation (NVDA) | 2.2 | $112M | 642k | 174.40 |
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| Amazon (AMZN) | 1.9 | $99M | 473k | 208.27 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $86M | 297k | 287.56 |
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| Ishares Tr National Mun Etf (MUB) | 1.5 | $76M | -38% | 718k | 106.15 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $63M | 219k | 286.86 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.2 | $60M | 92k | 650.34 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.1 | $55M | 170k | 320.81 |
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| Wal-Mart Stores (WMT) | 1.0 | $52M | -3% | 416k | 124.28 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $47M | +15% | 161k | 294.16 |
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| Eli Lilly & Co. (LLY) | 0.9 | $47M | +5% | 51k | 919.76 |
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| Johnson & Johnson (JNJ) | 0.9 | $46M | -3% | 188k | 244.44 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.9 | $45M | -3% | 134k | 337.95 |
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| Home Depot (HD) | 0.8 | $43M | -10% | 132k | 328.89 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.8 | $40M | +9% | 623k | 64.08 |
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| TJX Companies (TJX) | 0.8 | $40M | -9% | 249k | 159.70 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $32M | 68k | 479.20 |
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| Visa Com Cl A (V) | 0.6 | $32M | 106k | 302.24 |
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| Abbott Laboratories (ABT) | 0.6 | $31M | 304k | 102.67 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $27M | 46k | 597.55 |
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| Mastercard Incorporated Cl A (MA) | 0.5 | $27M | 54k | 499.66 |
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| Meta Platforms Cl A (META) | 0.5 | $27M | +8% | 46k | 572.13 |
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| Broadcom (AVGO) | 0.4 | $23M | +41% | 74k | 309.51 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $22M | 287k | 77.11 |
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| Procter & Gamble Company (PG) | 0.4 | $22M | -6% | 150k | 144.44 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $21M | 125k | 169.66 |
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| Marsh & McLennan Companies (MRSH) | 0.4 | $21M | 122k | 173.45 |
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| Linde SHS (LIN) | 0.4 | $21M | +3% | 42k | 495.77 |
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| Waste Connections (WCN) | 0.3 | $17M | -2% | 106k | 162.44 |
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| Abbvie (ABBV) | 0.3 | $16M | +4% | 75k | 217.49 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $16M | -2% | 38k | 426.40 |
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| Quanta Services (PWR) | 0.3 | $16M | 30k | 549.02 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $16M | -5% | 37k | 430.29 |
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| Pepsi (PEP) | 0.3 | $16M | -2% | 102k | 155.29 |
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| Coca-Cola Company (KO) | 0.3 | $15M | +15% | 200k | 76.05 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.3 | $15M | -2% | 338k | 44.62 |
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| Msci (MSCI) | 0.3 | $14M | -3% | 27k | 539.01 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $14M | 25k | 577.18 |
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| American Express Company (AXP) | 0.3 | $14M | 47k | 302.48 |
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| Booking Holdings (BKNG) | 0.3 | $14M | +4% | 3.4k | 4210.32 |
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| Vanguard World Mega Cap Index (MGC) | 0.3 | $14M | 58k | 236.35 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.3 | $14M | +10% | 99k | 138.32 |
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| Canadian Natl Ry (CNI) | 0.3 | $13M | -2% | 127k | 102.77 |
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| Global X Fds S&p 500 Catholic (CATH) | 0.3 | $13M | +794% | 164k | 78.15 |
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| Progressive Corporation (PGR) | 0.2 | $13M | 64k | 198.24 |
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| Merck & Co (MRK) | 0.2 | $12M | +3% | 102k | 120.29 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $12M | 16.00 | 718140.00 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $11M | -12% | 46k | 243.08 |
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| Uber Technologies (UBER) | 0.2 | $11M | +67% | 152k | 71.93 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $11M | -2% | 49k | 215.06 |
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| Netflix (NFLX) | 0.2 | $10M | +172% | 106k | 96.15 |
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| Emerson Electric (EMR) | 0.2 | $10M | -2% | 77k | 131.02 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $9.9M | 147k | 67.53 |
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| Automatic Data Processing (ADP) | 0.2 | $9.5M | 47k | 203.18 |
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| Costco Wholesale Corporation (COST) | 0.2 | $9.5M | -8% | 9.6k | 996.47 |
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| Vulcan Materials Company (VMC) | 0.2 | $9.0M | +15% | 33k | 272.30 |
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| Enterprise Products Partners (EPD) | 0.2 | $8.8M | -12% | 232k | 37.84 |
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| Applied Materials (AMAT) | 0.2 | $8.7M | 26k | 341.79 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $8.3M | -11% | 43k | 191.92 |
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| Danaher Corporation (DHR) | 0.2 | $8.2M | 43k | 189.60 |
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| Cisco Systems (CSCO) | 0.2 | $8.1M | 104k | 77.59 |
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| Ecolab (ECL) | 0.2 | $7.9M | -8% | 30k | 266.02 |
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| Canadian Pacific Kansas City (CP) | 0.2 | $7.8M | 99k | 78.66 |
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| Edwards Lifesciences (EW) | 0.2 | $7.8M | -10% | 97k | 80.08 |
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| Walt Disney Company (DIS) | 0.2 | $7.7M | 80k | 96.38 |
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| Ishares Tr Expanded Tech (IGV) | 0.2 | $7.7M | NEW | 97k | 80.05 |
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| Global X Fds S&p Ex Us Etf (CEFA) | 0.1 | $7.5M | NEW | 203k | 36.89 |
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| ConocoPhillips (COP) | 0.1 | $7.0M | -10% | 53k | 132.00 |
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| McDonald's Corporation (MCD) | 0.1 | $6.9M | -4% | 22k | 310.79 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $6.8M | +15% | 35k | 192.90 |
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| Caterpillar (CAT) | 0.1 | $6.7M | 9.4k | 708.45 |
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| Spdr Series Trust State Street Spd (BILS) | 0.1 | $6.7M | -13% | 67k | 99.44 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $6.1M | +9% | 66k | 92.74 |
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| Chevron Corporation (CVX) | 0.1 | $6.0M | -15% | 29k | 206.90 |
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| Ge Aerospace Com New (GE) | 0.1 | $6.0M | 21k | 283.77 |
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| Ishares Msci Gbl Min Vol (ACWV) | 0.1 | $5.9M | NEW | 49k | 119.51 |
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| Newmont Mining Corporation (NEM) | 0.1 | $5.8M | +5% | 54k | 108.25 |
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| Ameriprise Financial (AMP) | 0.1 | $5.8M | 13k | 444.40 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $5.2M | +8% | 54k | 97.13 |
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| Amgen (AMGN) | 0.1 | $5.1M | 15k | 351.85 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $5.1M | -6% | 12k | 436.80 |
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| S&p Global (SPGI) | 0.1 | $5.0M | -7% | 12k | 425.34 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $5.0M | 10k | 491.51 |
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| International Business Machines (IBM) | 0.1 | $4.9M | +2% | 20k | 242.39 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $4.7M | +35% | 53k | 88.16 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $4.7M | -3% | 32k | 146.61 |
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| Tesla Motors (TSLA) | 0.1 | $4.7M | -6% | 13k | 371.75 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $4.7M | -2% | 31k | 152.75 |
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| Ge Vernova (GEV) | 0.1 | $4.6M | 5.2k | 872.88 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $4.6M | +13% | 50k | 90.53 |
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| Oracle Corporation (ORCL) | 0.1 | $4.5M | +25% | 30k | 147.11 |
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| Chubb (CB) | 0.1 | $4.5M | 14k | 325.93 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $4.1M | -3% | 14k | 304.08 |
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| Pfizer (PFE) | 0.1 | $4.0M | 144k | 28.08 |
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| Analog Devices (ADI) | 0.1 | $4.0M | -8% | 13k | 318.14 |
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| Union Pacific Corporation (UNP) | 0.1 | $4.0M | +10% | 16k | 242.62 |
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| Nextera Energy (NEE) | 0.1 | $4.0M | 43k | 92.88 |
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| Aptar (ATR) | 0.1 | $3.9M | -24% | 31k | 126.02 |
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| Morgan Stanley Com New (MS) | 0.1 | $3.9M | +19% | 24k | 164.57 |
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| AFLAC Incorporated (AFL) | 0.1 | $3.9M | 35k | 109.71 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $3.9M | 24k | 161.73 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $3.8M | 26k | 148.10 |
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| Lowe's Companies (LOW) | 0.1 | $3.8M | 16k | 236.28 |
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| Alcon Ord Shs (ALC) | 0.1 | $3.7M | -28% | 50k | 75.35 |
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| Stryker Corporation (SYK) | 0.1 | $3.7M | 11k | 328.59 |
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| Bank of America Corporation (BAC) | 0.1 | $3.6M | +16% | 75k | 48.75 |
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| 3M Company (MMM) | 0.1 | $3.6M | -6% | 25k | 145.23 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $3.6M | 25k | 142.43 |
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| General Mills (GIS) | 0.1 | $3.5M | 94k | 37.22 |
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| Deere & Company (DE) | 0.1 | $3.4M | +15% | 6.1k | 563.31 |
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| Goldman Sachs (GS) | 0.1 | $3.3M | +2% | 3.9k | 846.09 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $3.3M | 15k | 217.25 |
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| Intel Corporation (INTC) | 0.1 | $3.2M | +3% | 73k | 44.13 |
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| Tyler Technologies (TYL) | 0.1 | $3.2M | -7% | 9.4k | 342.38 |
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| Wells Fargo & Company (WFC) | 0.1 | $3.2M | 40k | 79.61 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $3.2M | 34k | 93.98 |
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| BP Sponsored Adr (BP) | 0.1 | $3.2M | +2% | 68k | 47.00 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $3.2M | 103k | 30.68 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $3.1M | +8% | 13k | 244.18 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $3.1M | 29k | 106.50 |
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| Illinois Tool Works (ITW) | 0.1 | $3.0M | 12k | 260.29 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $3.0M | -8% | 26k | 113.11 |
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| EOG Resources (EOG) | 0.1 | $2.8M | -28% | 20k | 144.57 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $2.8M | +135% | 11k | 261.91 |
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| Bristol Myers Squibb (BMY) | 0.1 | $2.8M | +2% | 46k | 60.65 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $2.7M | 10k | 272.33 |
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| Old Dominion Freight Line (ODFL) | 0.1 | $2.7M | 14k | 195.41 |
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| Travelers Companies (TRV) | 0.1 | $2.6M | 9.1k | 291.68 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $2.6M | -9% | 26k | 100.66 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $2.6M | 13k | 205.80 |
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| Palo Alto Networks (PANW) | 0.1 | $2.6M | -5% | 16k | 160.32 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $2.6M | 15k | 168.85 |
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| Corteva (CTVA) | 0.1 | $2.6M | 31k | 83.71 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $2.6M | -7% | 12k | 213.66 |
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| Medtronic SHS (MDT) | 0.1 | $2.6M | 30k | 86.65 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $2.6M | -9% | 28k | 92.69 |
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| Williams Companies (WMB) | 0.0 | $2.5M | 35k | 72.78 |
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| Honeywell International (HON) | 0.0 | $2.5M | 11k | 226.02 |
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| Ishares Gold Tr Shares Represent (IAUM) | 0.0 | $2.5M | +25% | 54k | 46.70 |
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| Illumina (ILMN) | 0.0 | $2.4M | 19k | 123.26 |
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| Blackrock (BLK) | 0.0 | $2.3M | 2.4k | 961.78 |
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| Fortinet (FTNT) | 0.0 | $2.3M | 29k | 81.72 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $2.3M | -5% | 37k | 61.35 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $2.3M | 12k | 196.20 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $2.3M | -6% | 11k | 198.30 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $2.2M | 48k | 45.89 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $2.2M | -5% | 7.7k | 287.18 |
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| Air Products & Chemicals (APD) | 0.0 | $2.2M | 7.5k | 290.49 |
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| Ishares Tr Broad Usd High (USHY) | 0.0 | $2.1M | +20% | 57k | 36.84 |
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| Citigroup Com New (C) | 0.0 | $2.1M | +101% | 19k | 113.41 |
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| Seaboard Corporation (SEB) | 0.0 | $2.0M | +213% | 361.00 | 5654.02 |
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| Qnity Electronics Common Stock (Q) | 0.0 | $2.0M | 18k | 115.38 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $2.0M | +158% | 24k | 82.57 |
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| Mettler-Toledo International (MTD) | 0.0 | $2.0M | -2% | 1.6k | 1261.20 |
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| McKesson Corporation (MCK) | 0.0 | $2.0M | 2.3k | 865.36 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $2.0M | +2% | 10k | 194.14 |
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| UnitedHealth (UNH) | 0.0 | $2.0M | 7.3k | 270.57 |
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| Vanguard Wellington Short Trm Tax Ex (VTES) | 0.0 | $1.9M | +7% | 19k | 101.14 |
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| International Flavors & Fragrances (IFF) | 0.0 | $1.9M | 27k | 72.55 |
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| Colgate-Palmolive Company (CL) | 0.0 | $1.9M | -5% | 23k | 85.23 |
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| Cigna Corp (CI) | 0.0 | $1.9M | +2% | 7.2k | 266.75 |
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| Dover Corporation (DOV) | 0.0 | $1.9M | +16% | 9.3k | 208.45 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $1.9M | -2% | 16k | 124.31 |
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| Spdr Series Trust State Street Spd (XHB) | 0.0 | $1.9M | 20k | 98.72 |
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| United Parcel Svcs CL B (UPS) | 0.0 | $1.9M | 20k | 98.38 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $1.9M | +2% | 2.1k | 895.24 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $1.9M | +27% | 24k | 79.27 |
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| Micron Technology (MU) | 0.0 | $1.9M | +51% | 5.6k | 337.84 |
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| SLB Com Stk (SLB) | 0.0 | $1.9M | 37k | 51.39 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $1.9M | +5% | 13k | 138.37 |
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| PNC Financial Services (PNC) | 0.0 | $1.8M | -2% | 8.7k | 208.09 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $1.8M | +155% | 25k | 71.73 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $1.8M | 3.9k | 446.49 |
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| Eaton Corp SHS (ETN) | 0.0 | $1.7M | 4.9k | 357.70 |
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| Kla Corp Com New (KLAC) | 0.0 | $1.7M | +8% | 1.1k | 1472.41 |
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| Allstate Corporation (ALL) | 0.0 | $1.7M | -14% | 8.0k | 207.34 |
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| Vontier Corporation (VNT) | 0.0 | $1.6M | -39% | 46k | 35.47 |
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| Dupont De Nemours (DD) | 0.0 | $1.6M | 36k | 45.80 |
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| Spdr Series Trust State Street Spd (XBI) | 0.0 | $1.6M | 13k | 127.73 |
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| Progress Software Corporation (PRGS) | 0.0 | $1.6M | 62k | 25.65 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $1.6M | -11% | 16k | 97.23 |
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| Northern Trust Corporation (NTRS) | 0.0 | $1.6M | 11k | 139.57 |
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| GSK Sponsored Adr (GSK) | 0.0 | $1.5M | +2% | 28k | 55.19 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $1.5M | +6% | 1.1k | 1320.83 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $1.5M | 2.2k | 697.72 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $1.5M | -11% | 6.0k | 248.00 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $1.5M | -7% | 8.1k | 184.29 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $1.5M | +120% | 27k | 54.05 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $1.5M | 17k | 88.70 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $1.5M | 4.9k | 298.85 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $1.4M | -4% | 3.6k | 391.76 |
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| IDEXX Laboratories (IDXX) | 0.0 | $1.4M | 2.4k | 561.89 |
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| Boeing Company (BA) | 0.0 | $1.3M | 6.7k | 199.03 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $1.3M | +8% | 2.9k | 461.03 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $1.3M | 3.6k | 367.41 |
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| Corpay Com Shs (CPAY) | 0.0 | $1.3M | 4.5k | 290.99 |
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| SYSCO Corporation (SYY) | 0.0 | $1.3M | 18k | 71.33 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $1.3M | +3% | 9.7k | 132.90 |
|
| Advanced Micro Devices (AMD) | 0.0 | $1.3M | +4% | 6.3k | 203.41 |
|
| Kkr & Co (KKR) | 0.0 | $1.3M | 14k | 92.50 |
|
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.0 | $1.3M | 15k | 81.98 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $1.3M | 3.5k | 356.56 |
|
|
| Kroger (KR) | 0.0 | $1.2M | -22% | 17k | 72.36 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $1.2M | -2% | 2.0k | 616.76 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $1.2M | 5.8k | 213.67 |
|
|
| Capital One Financial (COF) | 0.0 | $1.2M | +2% | 6.7k | 182.43 |
|
| Yum! Brands (YUM) | 0.0 | $1.2M | 7.7k | 155.48 |
|
|
| Vanguard World Materials Etf (VAW) | 0.0 | $1.2M | 5.3k | 225.33 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $1.1M | +53% | 40k | 28.71 |
|
| salesforce (CRM) | 0.0 | $1.1M | -9% | 6.1k | 186.67 |
|
| O'reilly Automotive (ORLY) | 0.0 | $1.1M | 12k | 92.31 |
|
|
| Amphenol Corp Cl A (APH) | 0.0 | $1.1M | 9.0k | 126.35 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $1.1M | -18% | 9.9k | 114.99 |
|
| Vanguard World Esg Us Corp Bd (VCEB) | 0.0 | $1.1M | +151% | 18k | 62.83 |
|
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.0 | $1.1M | -3% | 3.8k | 297.23 |
|
| eBay (EBAY) | 0.0 | $1.1M | 13k | 91.02 |
|
|
| Intuit (INTU) | 0.0 | $1.1M | +2% | 2.6k | 432.38 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $1.1M | 24k | 46.23 |
|
|
| Nucor Corporation (NUE) | 0.0 | $1.1M | +18% | 6.5k | 169.11 |
|
| American Tower Reit (AMT) | 0.0 | $1.1M | -6% | 6.3k | 172.58 |
|
| Verizon Communications (VZ) | 0.0 | $1.1M | +6% | 21k | 50.20 |
|
| Carrier Global Corporation (CARR) | 0.0 | $1.0M | +10% | 19k | 56.31 |
|
| AutoZone (AZO) | 0.0 | $1.0M | 309.00 | 3377.78 |
|
|
| At&t (T) | 0.0 | $1.0M | +5% | 36k | 28.99 |
|
| Bio-techne Corporation (TECH) | 0.0 | $1.0M | 20k | 52.26 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $1.0M | +2% | 3.1k | 327.07 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $994k | 7.8k | 128.12 |
|
|
| Rockwell Automation (ROK) | 0.0 | $993k | 2.8k | 358.88 |
|
|
| Texas Pacific Land Corp (TPL) | 0.0 | $992k | 2.1k | 474.56 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $982k | -26% | 27k | 36.75 |
|
| Unilever Spon Adr New (UL) | 0.0 | $977k | 17k | 56.97 |
|
|
| Waste Management (WM) | 0.0 | $963k | +4% | 4.2k | 229.81 |
|
| Qualcomm (QCOM) | 0.0 | $960k | -40% | 7.5k | 128.78 |
|
| Corning Incorporated (GLW) | 0.0 | $959k | 7.1k | 135.97 |
|
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $937k | 22k | 42.49 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $928k | -8% | 11k | 82.43 |
|
| Astrazeneca Ord (AZN) | 0.0 | $923k | NEW | 4.7k | 196.94 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $911k | 1.3k | 682.24 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $898k | 5.0k | 181.42 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $887k | -4% | 9.5k | 93.00 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.0 | $874k | -45% | 9.5k | 91.64 |
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $868k | 4.4k | 198.13 |
|
|
| L3harris Technologies (LHX) | 0.0 | $858k | +6% | 2.5k | 345.15 |
|
| Vistra Energy (VST) | 0.0 | $847k | -14% | 5.6k | 150.34 |
|
| Fiserv (FISV) | 0.0 | $843k | -60% | 15k | 55.80 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $831k | 5.5k | 151.41 |
|
|
| Prologis (PLD) | 0.0 | $825k | 6.2k | 132.18 |
|
|
| Samsara Com Cl A (IOT) | 0.0 | $822k | 26k | 31.69 |
|
|
| Moody's Corporation (MCO) | 0.0 | $811k | -8% | 1.9k | 436.25 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $793k | +3% | 21k | 38.42 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $786k | 3.5k | 224.59 |
|
|
| Hershey Company (HSY) | 0.0 | $784k | 3.8k | 207.89 |
|
|
| CSX Corporation (CSX) | 0.0 | $772k | +2% | 19k | 41.05 |
|
| Norfolk Southern (NSC) | 0.0 | $768k | -2% | 2.7k | 287.00 |
|
| Roper Industries (ROP) | 0.0 | $756k | -6% | 2.1k | 353.86 |
|
| Philip Morris International (PM) | 0.0 | $753k | -7% | 4.6k | 165.34 |
|
| Paccar (PCAR) | 0.0 | $733k | 6.3k | 115.50 |
|
|
| Altria (MO) | 0.0 | $728k | +15% | 11k | 65.99 |
|
| Hologic | 0.0 | $725k | -29% | 9.6k | 75.59 |
|
| Republic Services (RSG) | 0.0 | $722k | +4% | 3.3k | 219.04 |
|
| American Water Works (AWK) | 0.0 | $695k | -6% | 5.1k | 136.09 |
|
| Constellation Energy (CEG) | 0.0 | $694k | +4% | 2.5k | 279.25 |
|
| Valero Energy Corporation (VLO) | 0.0 | $692k | NEW | 2.8k | 247.08 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $691k | +2% | 1.1k | 604.39 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $688k | 22k | 32.01 |
|
|
| Autodesk (ADSK) | 0.0 | $684k | -13% | 2.9k | 239.40 |
|
| General Dynamics Corporation (GD) | 0.0 | $661k | -9% | 1.9k | 343.22 |
|
| Liberty Live Holdings Com Shs Ser C (LLYVK) | 0.0 | $659k | 7.0k | 94.11 |
|
|
| Globe Life (GL) | 0.0 | $655k | 4.7k | 139.17 |
|
|
| Iqvia Holdings (IQV) | 0.0 | $655k | -62% | 3.8k | 170.54 |
|
| Servicenow (NOW) | 0.0 | $650k | +6% | 6.2k | 104.55 |
|
| Weyerhaeuser Com New (WY) | 0.0 | $639k | +8% | 26k | 24.43 |
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $637k | +2% | 11k | 58.78 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $633k | -10% | 6.4k | 99.27 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $625k | +10% | 5.1k | 122.78 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $623k | -10% | 8.7k | 71.82 |
|
| Teradyne (TER) | 0.0 | $613k | -10% | 2.1k | 296.48 |
|
| Clorox Company (CLX) | 0.0 | $607k | -2% | 5.9k | 103.63 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $601k | -4% | 4.0k | 150.00 |
|
| Trane Technologies SHS (TT) | 0.0 | $583k | +17% | 1.4k | 416.74 |
|
| Intercontinental Exchange (ICE) | 0.0 | $582k | -4% | 3.7k | 157.28 |
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.0 | $574k | 5.2k | 110.86 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $573k | 5.1k | 111.37 |
|
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $570k | 12k | 47.53 |
|
|
| Nike CL B (NKE) | 0.0 | $570k | -13% | 11k | 52.82 |
|
| Gilead Sciences (GILD) | 0.0 | $552k | +8% | 4.0k | 139.37 |
|
| Siriusxm Holdings Common Stock (SIRI) | 0.0 | $545k | 24k | 23.08 |
|
|
| TransDigm Group Incorporated (TDG) | 0.0 | $540k | 466.00 | 1158.96 |
|
|
| Bhp Billiton Sponsored Ads (BHP) | 0.0 | $527k | 7.2k | 72.74 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $522k | -2% | 9.1k | 57.64 |
|
| Ishares Tr Morningstr Us Eq (ILCB) | 0.0 | $516k | 5.7k | 89.86 |
|
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $513k | 2.2k | 234.03 |
|
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $510k | 1.1k | 463.26 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $505k | 2.3k | 216.58 |
|
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $485k | -19% | 9.8k | 49.37 |
|
| LeMaitre Vascular (LMAT) | 0.0 | $485k | -7% | 4.4k | 109.17 |
|
| Fastenal Company (FAST) | 0.0 | $476k | -2% | 10k | 46.40 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $475k | 3.2k | 146.28 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $464k | +5% | 2.2k | 210.03 |
|
| Vanguard World Consum Dis Etf (VCR) | 0.0 | $461k | 1.3k | 358.98 |
|
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $460k | 5.6k | 82.49 |
|
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $460k | 4.5k | 102.25 |
|
|
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $459k | 5.5k | 83.57 |
|
|
| D.R. Horton (DHI) | 0.0 | $459k | -2% | 3.3k | 137.21 |
|
| Stanley Black & Decker (SWK) | 0.0 | $450k | 6.3k | 71.06 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $446k | -33% | 1.5k | 302.25 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $437k | 1.4k | 320.63 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $437k | +3% | 1.3k | 328.66 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $436k | 4.0k | 108.98 |
|
|
| Yum China Holdings (YUMC) | 0.0 | $435k | -3% | 8.9k | 48.78 |
|
| Cme (CME) | 0.0 | $428k | +4% | 1.5k | 295.35 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $426k | 3.6k | 118.62 |
|
|
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.0 | $424k | -49% | 12k | 36.81 |
|
| American Electric Power Company (AEP) | 0.0 | $423k | 3.2k | 131.08 |
|
|
| Paychex (PAYX) | 0.0 | $422k | -4% | 4.6k | 92.12 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $421k | 7.4k | 56.68 |
|
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $421k | 4.7k | 89.33 |
|
|
| Howmet Aerospace (HWM) | 0.0 | $418k | +8% | 1.8k | 230.46 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $417k | +20% | 5.4k | 77.08 |
|
| Cummins (CMI) | 0.0 | $415k | +17% | 771.00 | 538.02 |
|
| State Street Corporation (STT) | 0.0 | $407k | -8% | 3.2k | 126.56 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $396k | +5% | 3.2k | 125.46 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $395k | -4% | 4.1k | 96.47 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $394k | 1.9k | 208.05 |
|
|
| Skyworks Solutions (SWKS) | 0.0 | $392k | -18% | 7.3k | 53.55 |
|
| Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) | 0.0 | $389k | 7.1k | 55.10 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $385k | -14% | 6.1k | 62.75 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $383k | 1.8k | 209.02 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $383k | +3% | 2.3k | 169.14 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $380k | -4% | 972.00 | 390.41 |
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $379k | 3.9k | 97.73 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $378k | -2% | 3.6k | 105.75 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $372k | NEW | 6.1k | 61.26 |
|
| Snap-on Incorporated (SNA) | 0.0 | $371k | 1.0k | 363.22 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $371k | 7.1k | 52.56 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $371k | +2% | 1.5k | 250.58 |
|
| Markel Corporation (MKL) | 0.0 | $368k | 192.00 | 1914.07 |
|
|
| CF Industries Holdings (CF) | 0.0 | $367k | 2.8k | 129.84 |
|
|
| Spdr Index Shs Fds State Street Spd (EFAX) | 0.0 | $367k | +4% | 7.4k | 49.77 |
|
| Xylem (XYL) | 0.0 | $366k | 3.1k | 119.50 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $366k | -4% | 5.1k | 71.18 |
|
| Martin Marietta Materials (MLM) | 0.0 | $365k | +5% | 620.00 | 588.68 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $362k | -3% | 2.8k | 130.94 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $361k | 1.7k | 206.09 |
|
|
| Sap Se Spon Adr (SAP) | 0.0 | $358k | +4% | 2.1k | 171.21 |
|
| Starbucks Corporation (SBUX) | 0.0 | $357k | -4% | 4.0k | 89.59 |
|
| Dow (DOW) | 0.0 | $356k | NEW | 8.5k | 41.65 |
|
| Packaging Corporation of America (PKG) | 0.0 | $355k | +32% | 1.7k | 212.24 |
|
| Us Bancorp Com New (USB) | 0.0 | $354k | -38% | 6.8k | 52.01 |
|
| CRH Ord (CRH) | 0.0 | $351k | +3% | 3.3k | 105.12 |
|
| Zoetis Cl A (ZTS) | 0.0 | $351k | -9% | 3.0k | 118.21 |
|
| Spdr Series Trust State Street Spd (SJNK) | 0.0 | $347k | 14k | 24.98 |
|
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.0 | $343k | 17k | 20.41 |
|
|
| Darden Restaurants (DRI) | 0.0 | $341k | -15% | 1.7k | 196.04 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.0 | $339k | 8.6k | 39.68 |
|
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $339k | 1.3k | 266.81 |
|
|
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.0 | $334k | 20k | 16.97 |
|
|
| Synopsys (SNPS) | 0.0 | $333k | +36% | 841.00 | 396.48 |
|
| United Rentals (URI) | 0.0 | $332k | +22% | 455.00 | 728.56 |
|
| Unity Software (U) | 0.0 | $332k | 15k | 21.94 |
|
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $330k | 2.6k | 125.13 |
|
|
| Rubrik Cl A (RBRK) | 0.0 | $328k | 6.7k | 48.97 |
|
|
| Aon Shs Cl A (AON) | 0.0 | $323k | -7% | 999.00 | 322.78 |
|
| Cadence Design Systems (CDNS) | 0.0 | $320k | NEW | 1.2k | 277.87 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $317k | 13k | 25.10 |
|
|
| Southern Company (SO) | 0.0 | $314k | +3% | 3.3k | 96.52 |
|
| Rbc Cad (RY) | 0.0 | $308k | 1.9k | 161.78 |
|
|
| Brookfield Infrastructure Pa Lp Int Unit (BIP) | 0.0 | $301k | 8.3k | 36.12 |
|
|
| Tidal Trust Iii Rockefeller Glob (RGEF) | 0.0 | $300k | -13% | 10k | 30.05 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $297k | 3.0k | 97.91 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $297k | 5.2k | 56.79 |
|
|
| American Intl Group Com New (AIG) | 0.0 | $292k | +6% | 3.9k | 75.25 |
|
| Extra Space Storage (EXR) | 0.0 | $291k | 2.2k | 131.14 |
|
|
| Phillips 66 (PSX) | 0.0 | $291k | NEW | 1.6k | 182.18 |
|
| Murphy Usa (MUSA) | 0.0 | $290k | 586.00 | 493.97 |
|
|
| Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) | 0.0 | $289k | +4% | 15k | 19.75 |
|
| Monarch Casino & Resort (MCRI) | 0.0 | $287k | 3.0k | 95.60 |
|
|
| Spdr Series Trust State Street Spd (XME) | 0.0 | $286k | 2.6k | 108.01 |
|
|
| Gamestop Corp Cl A (GME) | 0.0 | $277k | NEW | 12k | 23.04 |
|
| Amcor Com New (AMCR) | 0.0 | $276k | NEW | 6.9k | 39.75 |
|
| Wec Energy Group (WEC) | 0.0 | $274k | 2.4k | 115.77 |
|
|
| Devon Energy Corporation (DVN) | 0.0 | $272k | -28% | 5.4k | 50.32 |
|
| Totalenergies Se Act (TTE) | 0.0 | $271k | NEW | 3.0k | 90.99 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $270k | -15% | 2.1k | 126.28 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $269k | NEW | 17k | 15.65 |
|
| MetLife (MET) | 0.0 | $261k | -2% | 3.7k | 70.72 |
|
| Exelon Corporation (EXC) | 0.0 | $257k | +2% | 5.2k | 49.02 |
|
| W.W. Grainger (GWW) | 0.0 | $254k | 233.00 | 1090.81 |
|
|
| Verisign (VRSN) | 0.0 | $252k | -2% | 1.0k | 248.36 |
|
| Spdr Series Trust State Street Spd (SPYV) | 0.0 | $252k | 4.5k | 56.58 |
|
|
| Ross Stores (ROST) | 0.0 | $252k | 1.2k | 216.63 |
|
|
| Suncor Energy (SU) | 0.0 | $252k | NEW | 3.8k | 66.11 |
|
| General Motors Company (GM) | 0.0 | $249k | +2% | 3.3k | 74.50 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $247k | -33% | 7.0k | 35.14 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $244k | 316.00 | 772.64 |
|
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $239k | 2.6k | 93.31 |
|
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $239k | 11k | 21.66 |
|
|
| Alliant Energy Corporation (LNT) | 0.0 | $236k | NEW | 3.3k | 71.76 |
|
| FedEx Corporation (FDX) | 0.0 | $236k | NEW | 662.00 | 356.18 |
|
| Affirm Hldgs Com Cl A (AFRM) | 0.0 | $235k | -7% | 5.1k | 45.82 |
|
| Becton, Dickinson and (BDX) | 0.0 | $233k | 1.5k | 157.23 |
|
|
| Anthem (ELV) | 0.0 | $229k | +2% | 782.00 | 292.75 |
|
| Dorchester Minerals Com Unit (DMLP) | 0.0 | $228k | NEW | 8.4k | 27.10 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $216k | NEW | 1.1k | 197.71 |
|
| Spdr Series Trust State Street Spd (XAR) | 0.0 | $215k | 847.00 | 253.98 |
|
|
| Akamai Technologies (AKAM) | 0.0 | $215k | NEW | 1.9k | 114.85 |
|
| Paypal Holdings (PYPL) | 0.0 | $214k | +12% | 4.7k | 45.23 |
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.0 | $213k | NEW | 3.0k | 71.61 |
|
| Flagstar Bank National Assoc Com New (FLG) | 0.0 | $213k | NEW | 16k | 13.17 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $213k | +3% | 10k | 20.70 |
|
| Edison International (EIX) | 0.0 | $212k | NEW | 2.9k | 73.18 |
|
| Keysight Technologies (KEYS) | 0.0 | $212k | -51% | 751.00 | 282.37 |
|
| Hca Holdings (HCA) | 0.0 | $212k | -10% | 448.00 | 473.24 |
|
| RPM International (RPM) | 0.0 | $212k | 2.1k | 99.40 |
|
|
| Ing Groep Sponsored Adr (ING) | 0.0 | $211k | -5% | 8.1k | 26.05 |
|
| Keurig Dr Pepper (KDP) | 0.0 | $211k | -10% | 8.0k | 26.33 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $211k | 3.6k | 58.47 |
|
|
| Omni (OMC) | 0.0 | $211k | +5% | 2.8k | 75.31 |
|
| Trimble Navigation (TRMB) | 0.0 | $210k | 3.2k | 65.23 |
|
|
| Cheniere Energy Com New (LNG) | 0.0 | $206k | NEW | 727.00 | 283.76 |
|
| Equinix (EQIX) | 0.0 | $206k | NEW | 210.00 | 980.24 |
|
| Kalvista Pharmaceuticals (KALV) | 0.0 | $201k | 10k | 20.13 |
|
|
| Banco Santander Sa Adr (SAN) | 0.0 | $191k | 17k | 11.28 |
|
|
| Viatris (VTRS) | 0.0 | $187k | -2% | 14k | 13.51 |
|
| Haleon Spon Ads (HLN) | 0.0 | $170k | 17k | 10.01 |
|
|
| Pimco CA Municipal Income Fund (PCQ) | 0.0 | $158k | 18k | 8.58 |
|
|
| Patterson-UTI Energy (PTEN) | 0.0 | $144k | NEW | 13k | 10.83 |
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $118k | +2% | 13k | 8.98 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $117k | 23k | 5.03 |
|
|
| Mbia (MBI) | 0.0 | $67k | 11k | 5.91 |
|
|
| Aspen Aerogels (ASPN) | 0.0 | $34k | 10k | 3.42 |
|
Past Filings by Choate Investment Advisors
SEC 13F filings are viewable for Choate Investment Advisors going back to 2011
- 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
- Choate Investment Advisors 2022 Q1 filed April 29, 2022