Choate Investment Advisors as of Dec. 31, 2016
Portfolio Holdings for Choate Investment Advisors
Choate Investment Advisors holds 242 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares S&P 500 Index (IVV) | 28.8 | $455M | 2.0M | 224.99 | |
| Powershares Etf Tr Ii rusel 1000 low | 9.4 | $148M | 5.5M | 27.09 | |
| Powershares Etf Tr Ii ftse intl low | 8.8 | $140M | 5.7M | 24.48 | |
| Goldman Sachs Etf Tr activebeta eme (GEM) | 4.7 | $75M | 2.8M | 26.76 | |
| PowerShares FTSE RAFI US 1000 | 4.0 | $63M | 632k | 99.55 | |
| SPDR S&P MidCap 400 ETF (MDY) | 3.7 | $58M | 192k | 301.73 | |
| Claymore S&P Global Water Index | 2.9 | $46M | 1.6M | 28.45 | |
| iShares S&P SmallCap 600 Index (IJR) | 1.9 | $30M | 218k | 137.52 | |
| Chase Corporation | 1.4 | $22M | 258k | 83.55 | |
| Vanguard Total Bond Market ETF (BND) | 1.4 | $22M | 267k | 80.79 | |
| Analog Devices (ADI) | 1.4 | $21M | 293k | 72.62 | |
| Spdr S&p 500 Etf (SPY) | 1.2 | $19M | 87k | 223.53 | |
| Ishares Inc core msci emkt (IEMG) | 1.2 | $19M | 453k | 42.45 | |
| iShares MSCI EAFE Index Fund (EFA) | 1.2 | $19M | 326k | 57.73 | |
| Vanguard Europe Pacific ETF (VEA) | 0.9 | $15M | 412k | 36.54 | |
| Ishares Tr usa min vo (USMV) | 0.9 | $14M | 318k | 45.22 | |
| General Electric Company | 0.9 | $14M | 442k | 31.60 | |
| Exxon Mobil Corporation (XOM) | 0.9 | $14M | 152k | 90.26 | |
| Apple (AAPL) | 0.8 | $12M | 103k | 115.82 | |
| Akamai Technologies (AKAM) | 0.7 | $12M | 174k | 66.68 | |
| Spdr Series Trust brcly em locl (EBND) | 0.7 | $11M | 422k | 26.58 | |
| Procter & Gamble Company (PG) | 0.7 | $11M | 129k | 84.08 | |
| Johnson & Johnson (JNJ) | 0.7 | $11M | 91k | 115.21 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $10M | 116k | 86.29 | |
| Berkshire Hathaway (BRK.B) | 0.6 | $9.0M | 55k | 162.98 | |
| Microsoft Corporation (MSFT) | 0.5 | $8.1M | 131k | 62.14 | |
| Intel Corporation (INTC) | 0.5 | $8.0M | 221k | 36.27 | |
| International Business Machines (IBM) | 0.5 | $8.0M | 48k | 165.99 | |
| Abbvie (ABBV) | 0.5 | $7.2M | 115k | 62.62 | |
| Pfizer (PFE) | 0.4 | $6.2M | 190k | 32.48 | |
| Wells Fargo & Company (WFC) | 0.4 | $5.8M | 105k | 55.11 | |
| Home Depot (HD) | 0.3 | $5.1M | 38k | 134.08 | |
| Vanguard Lg Term Govt Bd ETF (VGLT) | 0.3 | $5.3M | 72k | 73.69 | |
| Berkshire Hathaway (BRK.A) | 0.3 | $5.1M | 21.00 | 244121.00 | |
| United Technologies Corporation | 0.3 | $5.1M | 46k | 109.62 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.3 | $5.0M | 59k | 85.18 | |
| Abbott Laboratories (ABT) | 0.3 | $4.9M | 127k | 38.41 | |
| Chevron Corporation (CVX) | 0.3 | $4.8M | 41k | 117.70 | |
| Verizon Communications (VZ) | 0.3 | $4.7M | 88k | 53.38 | |
| 3M Company (MMM) | 0.3 | $4.6M | 26k | 178.57 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.3 | $4.5M | 84k | 53.63 | |
| Standex Int'l (SXI) | 0.3 | $4.4M | 50k | 87.85 | |
| McDonald's Corporation (MCD) | 0.3 | $4.3M | 35k | 121.72 | |
| AFLAC Incorporated (AFL) | 0.3 | $4.2M | 60k | 69.60 | |
| Automatic Data Processing (ADP) | 0.3 | $4.3M | 42k | 102.78 | |
| Merck & Co (MRK) | 0.3 | $4.2M | 72k | 58.87 | |
| Target Corporation (TGT) | 0.3 | $4.1M | 56k | 72.23 | |
| Alphabet Inc Class A cs (GOOGL) | 0.3 | $4.1M | 5.1k | 792.45 | |
| Cognizant Technology Solutions (CTSH) | 0.2 | $4.0M | 72k | 56.03 | |
| Alphabet Inc Class C cs (GOOG) | 0.2 | $3.9M | 5.0k | 771.82 | |
| Cisco Systems (CSCO) | 0.2 | $3.7M | 124k | 30.22 | |
| Amgen (AMGN) | 0.2 | $3.8M | 26k | 146.21 | |
| Celgene Corporation | 0.2 | $3.5M | 30k | 115.75 | |
| Powershares Etf Trust dyna buybk ach | 0.2 | $3.5M | 69k | 50.46 | |
| U.S. Bancorp (USB) | 0.2 | $3.3M | 64k | 51.37 | |
| Ameriprise Financial (AMP) | 0.2 | $3.3M | 29k | 110.94 | |
| American Express Company (AXP) | 0.2 | $3.2M | 43k | 74.08 | |
| Pepsi (PEP) | 0.2 | $3.2M | 31k | 104.63 | |
| Amazon (AMZN) | 0.2 | $3.0M | 4.1k | 749.87 | |
| Alere | 0.2 | $3.0M | 78k | 38.97 | |
| CVS Caremark Corporation (CVS) | 0.2 | $2.8M | 36k | 78.91 | |
| Kroger (KR) | 0.2 | $2.8M | 80k | 34.51 | |
| iShares Russell 2000 Index (IWM) | 0.2 | $2.8M | 21k | 134.85 | |
| Bristol Myers Squibb (BMY) | 0.2 | $2.6M | 45k | 58.44 | |
| Progress Software Corporation (PRGS) | 0.2 | $2.7M | 86k | 31.93 | |
| Walgreen Boots Alliance (WBA) | 0.2 | $2.8M | 33k | 82.76 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.2 | $2.5M | 71k | 35.01 | |
| Coca-Cola Company (KO) | 0.2 | $2.5M | 60k | 41.46 | |
| Allstate Corporation (ALL) | 0.1 | $2.4M | 32k | 74.12 | |
| TJX Companies (TJX) | 0.1 | $2.3M | 31k | 75.13 | |
| SPDR Gold Trust (GLD) | 0.1 | $2.3M | 21k | 109.61 | |
| Comcast Corporation (CMCSA) | 0.1 | $2.2M | 32k | 69.05 | |
| Hologic (HOLX) | 0.1 | $2.2M | 54k | 40.12 | |
| Colgate-Palmolive Company (CL) | 0.1 | $2.3M | 35k | 65.44 | |
| Nike (NKE) | 0.1 | $2.2M | 44k | 50.83 | |
| iShares Russell 1000 Index (IWB) | 0.1 | $2.2M | 18k | 124.46 | |
| Goldman Sachs Etf Tr (GSLC) | 0.1 | $2.3M | 51k | 44.36 | |
| At&t (T) | 0.1 | $1.9M | 44k | 42.53 | |
| Union Pacific Corporation (UNP) | 0.1 | $2.0M | 19k | 103.68 | |
| Eli Lilly & Co. (LLY) | 0.1 | $1.7M | 24k | 73.55 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $1.7M | 15k | 114.12 | |
| GlaxoSmithKline | 0.1 | $1.7M | 44k | 38.51 | |
| Walt Disney Company (DIS) | 0.1 | $1.6M | 15k | 104.22 | |
| Oracle Corporation (ORCL) | 0.1 | $1.6M | 43k | 38.45 | |
| Skyworks Solutions (SWKS) | 0.1 | $1.6M | 22k | 74.66 | |
| Wal-Mart Stores (WMT) | 0.1 | $1.4M | 21k | 69.12 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $1.4M | 5.9k | 232.58 | |
| Emerson Electric (EMR) | 0.1 | $1.4M | 25k | 55.75 | |
| Nextera Energy (NEE) | 0.1 | $1.4M | 12k | 119.46 | |
| Accenture (ACN) | 0.1 | $1.4M | 12k | 117.13 | |
| iShares Dow Jones Select Dividend (DVY) | 0.1 | $1.5M | 16k | 88.57 | |
| Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.1 | $1.4M | 15k | 94.03 | |
| Teva Pharmaceutical Industries (TEVA) | 0.1 | $1.3M | 37k | 36.25 | |
| Altria (MO) | 0.1 | $1.2M | 18k | 67.62 | |
| Capital One Financial (COF) | 0.1 | $1.3M | 15k | 87.24 | |
| General Mills (GIS) | 0.1 | $1.2M | 20k | 61.77 | |
| Philip Morris International (PM) | 0.1 | $1.2M | 13k | 91.49 | |
| Schlumberger (SLB) | 0.1 | $1.2M | 14k | 83.95 | |
| Stryker Corporation (SYK) | 0.1 | $1.2M | 10k | 119.81 | |
| Illinois Tool Works (ITW) | 0.1 | $1.2M | 10k | 122.46 | |
| General Dynamics Corporation (GD) | 0.1 | $1.3M | 7.6k | 172.66 | |
| Zimmer Holdings (ZBH) | 0.1 | $1.2M | 12k | 103.20 | |
| Goldman Sachs Etf Tr activebeta int (GSIE) | 0.1 | $1.2M | 50k | 24.36 | |
| S&p Global (SPGI) | 0.1 | $1.3M | 12k | 107.54 | |
| Honeywell International (HON) | 0.1 | $1.1M | 9.9k | 115.85 | |
| Dover Corporation (DOV) | 0.1 | $1.1M | 15k | 74.93 | |
| Constellation Brands (STZ) | 0.1 | $1.1M | 7.3k | 153.31 | |
| State Street Corporation (STT) | 0.1 | $961k | 12k | 77.72 | |
| PNC Financial Services (PNC) | 0.1 | $870k | 7.4k | 116.96 | |
| NVIDIA Corporation (NVDA) | 0.1 | $1.0M | 9.5k | 106.74 | |
| V.F. Corporation (VFC) | 0.1 | $987k | 19k | 53.35 | |
| Darden Restaurants (DRI) | 0.1 | $1.0M | 14k | 72.72 | |
| Marsh & McLennan Companies (MMC) | 0.1 | $873k | 13k | 67.59 | |
| Lowe's Companies (LOW) | 0.1 | $1.0M | 14k | 71.12 | |
| Fiserv (FI) | 0.1 | $1.0M | 9.5k | 106.28 | |
| iShares MSCI EAFE Growth Index (EFG) | 0.1 | $945k | 15k | 63.69 | |
| Vanguard Total World Stock Idx (VT) | 0.1 | $875k | 14k | 61.00 | |
| Express Scripts Holding | 0.1 | $970k | 14k | 68.79 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.1 | $886k | 4.3k | 205.31 | |
| Fitbit | 0.1 | $878k | 120k | 7.32 | |
| Travelers Companies (TRV) | 0.1 | $777k | 6.3k | 122.42 | |
| Boeing Company (BA) | 0.1 | $719k | 4.6k | 155.68 | |
| Mettler-Toledo International (MTD) | 0.1 | $762k | 1.8k | 418.56 | |
| Deere & Company (DE) | 0.1 | $806k | 7.8k | 103.04 | |
| iShares Russell 1000 Growth Index (IWF) | 0.1 | $760k | 7.2k | 104.90 | |
| iShares S&P 500 Growth Index (IVW) | 0.1 | $858k | 7.0k | 121.79 | |
| Eaton Vance Senior Floating Rate Fund (EFR) | 0.1 | $747k | 51k | 14.73 | |
| Vanguard REIT ETF (VNQ) | 0.1 | $845k | 10k | 82.53 | |
| Facebook Inc cl a (META) | 0.1 | $748k | 6.5k | 115.05 | |
| Medtronic (MDT) | 0.1 | $821k | 12k | 71.23 | |
| BP (BP) | 0.0 | $679k | 18k | 37.38 | |
| Time Warner | 0.0 | $683k | 7.1k | 96.53 | |
| Bank of America Corporation (BAC) | 0.0 | $591k | 27k | 22.10 | |
| Moody's Corporation (MCO) | 0.0 | $602k | 6.4k | 94.27 | |
| Norfolk Southern (NSC) | 0.0 | $645k | 6.0k | 108.07 | |
| Paychex (PAYX) | 0.0 | $650k | 11k | 60.88 | |
| Stanley Black & Decker (SWK) | 0.0 | $578k | 5.0k | 114.69 | |
| Yum! Brands (YUM) | 0.0 | $682k | 11k | 63.33 | |
| McKesson Corporation (MCK) | 0.0 | $564k | 4.0k | 140.45 | |
| ConocoPhillips (COP) | 0.0 | $698k | 14k | 50.14 | |
| iShares Russell 1000 Value Index (IWD) | 0.0 | $666k | 5.9k | 112.03 | |
| Torchmark Corporation | 0.0 | $664k | 9.0k | 73.76 | |
| Gilead Sciences (GILD) | 0.0 | $653k | 9.1k | 71.61 | |
| MetLife (MET) | 0.0 | $701k | 13k | 53.89 | |
| iShares S&P MidCap 400 Index (IJH) | 0.0 | $624k | 3.8k | 165.34 | |
| AllianceBernstein Global Hgh Incm (AWF) | 0.0 | $698k | 56k | 12.57 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.0 | $589k | 7.8k | 75.77 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $564k | 11k | 50.35 | |
| Powershares Exchange | 0.0 | $666k | 23k | 28.46 | |
| Cdk Global Inc equities | 0.0 | $600k | 10k | 59.69 | |
| Allergan | 0.0 | $674k | 3.2k | 210.01 | |
| BlackRock (BLK) | 0.0 | $451k | 1.2k | 380.54 | |
| MasterCard Incorporated (MA) | 0.0 | $486k | 4.7k | 103.25 | |
| Costco Wholesale Corporation (COST) | 0.0 | $454k | 2.8k | 160.11 | |
| Ecolab (ECL) | 0.0 | $490k | 4.2k | 117.22 | |
| Dominion Resources (D) | 0.0 | $426k | 5.6k | 76.59 | |
| Apache Corporation | 0.0 | $519k | 8.2k | 63.47 | |
| National-Oilwell Var | 0.0 | $439k | 12k | 37.44 | |
| Unum (UNM) | 0.0 | $546k | 12k | 43.93 | |
| Tyson Foods (TSN) | 0.0 | $460k | 7.5k | 61.68 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $468k | 3.3k | 141.10 | |
| Diageo (DEO) | 0.0 | $490k | 4.7k | 103.94 | |
| eBay (EBAY) | 0.0 | $529k | 18k | 29.69 | |
| Qualcomm (QCOM) | 0.0 | $470k | 7.2k | 65.20 | |
| Biogen Idec (BIIB) | 0.0 | $527k | 1.9k | 283.58 | |
| Franklin Street Properties (FSP) | 0.0 | $519k | 40k | 12.96 | |
| Roper Industries (ROP) | 0.0 | $398k | 2.2k | 183.08 | |
| Technology SPDR (XLK) | 0.0 | $472k | 9.7k | 48.36 | |
| iShares Russell Midcap Index Fund (IWR) | 0.0 | $479k | 2.7k | 178.86 | |
| SPDR S&P Dividend (SDY) | 0.0 | $458k | 5.4k | 85.56 | |
| Mondelez Int (MDLZ) | 0.0 | $461k | 10k | 44.33 | |
| Palo Alto Networks (PANW) | 0.0 | $399k | 3.2k | 125.05 | |
| Eaton (ETN) | 0.0 | $431k | 6.4k | 67.09 | |
| Corning Incorporated (GLW) | 0.0 | $381k | 16k | 24.27 | |
| Goldman Sachs (GS) | 0.0 | $298k | 1.2k | 239.45 | |
| Progressive Corporation (PGR) | 0.0 | $388k | 11k | 35.50 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $240k | 6.1k | 39.47 | |
| Caterpillar (CAT) | 0.0 | $274k | 3.0k | 92.74 | |
| Baxter International (BAX) | 0.0 | $316k | 7.1k | 44.34 | |
| Cardinal Health (CAH) | 0.0 | $365k | 5.1k | 71.97 | |
| Reynolds American | 0.0 | $389k | 6.9k | 56.04 | |
| T. Rowe Price (TROW) | 0.0 | $364k | 4.8k | 75.26 | |
| Dow Chemical Company | 0.0 | $285k | 5.0k | 57.22 | |
| E.I. du Pont de Nemours & Company | 0.0 | $373k | 5.1k | 73.40 | |
| Bemis Company | 0.0 | $250k | 5.2k | 47.82 | |
| Raytheon Company | 0.0 | $379k | 2.7k | 142.00 | |
| Valero Energy Corporation (VLO) | 0.0 | $331k | 4.8k | 68.32 | |
| Air Products & Chemicals (APD) | 0.0 | $305k | 2.1k | 143.82 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $354k | 1.4k | 249.94 | |
| CIGNA Corporation | 0.0 | $286k | 2.1k | 133.39 | |
| Royal Dutch Shell | 0.0 | $270k | 5.0k | 54.38 | |
| UnitedHealth (UNH) | 0.0 | $356k | 2.2k | 160.04 | |
| Danaher Corporation (DHR) | 0.0 | $367k | 4.7k | 77.84 | |
| Stericycle (SRCL) | 0.0 | $324k | 4.2k | 77.04 | |
| Murphy Oil Corporation (MUR) | 0.0 | $311k | 10k | 31.13 | |
| Clorox Company (CLX) | 0.0 | $297k | 2.5k | 120.02 | |
| Prudential Financial (PRU) | 0.0 | $367k | 3.5k | 104.06 | |
| Dr Pepper Snapple | 0.0 | $372k | 4.1k | 90.67 | |
| PPL Corporation (PPL) | 0.0 | $240k | 7.0k | 34.05 | |
| Public Service Enterprise (PEG) | 0.0 | $317k | 7.2k | 43.88 | |
| Seagate Technology Com Stk | 0.0 | $285k | 7.5k | 38.17 | |
| BHP Billiton (BHP) | 0.0 | $289k | 8.1k | 35.78 | |
| Concho Resources | 0.0 | $285k | 2.1k | 132.60 | |
| PowerShares QQQ Trust, Series 1 | 0.0 | $245k | 2.1k | 118.48 | |
| Validus Holdings | 0.0 | $254k | 4.6k | 55.01 | |
| Scripps Networks Interactive | 0.0 | $314k | 4.4k | 71.37 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.0 | $386k | 3.6k | 108.18 | |
| Vanguard Total Stock Market ETF (VTI) | 0.0 | $345k | 3.0k | 115.32 | |
| First Trust DJ Internet Index Fund (FDN) | 0.0 | $331k | 4.1k | 79.83 | |
| Industries N shs - a - (LYB) | 0.0 | $284k | 3.3k | 85.78 | |
| O'reilly Automotive (ORLY) | 0.0 | $249k | 894.00 | 278.41 | |
| Invesco Van Kampen Trust for IGNYM Fund (VTN) | 0.0 | $277k | 21k | 13.27 | |
| Huntington Ingalls Inds (HII) | 0.0 | $298k | 1.6k | 184.19 | |
| FLEXSHARES TR MORNSTAR usmkt (TILT) | 0.0 | $246k | 2.6k | 96.14 | |
| Epr Properties (EPR) | 0.0 | $329k | 4.6k | 71.77 | |
| Workday Inc cl a (WDAY) | 0.0 | $326k | 4.9k | 66.09 | |
| Energizer Holdings (ENR) | 0.0 | $246k | 5.5k | 44.61 | |
| Edgewell Pers Care (EPC) | 0.0 | $261k | 3.6k | 72.99 | |
| Chubb (CB) | 0.0 | $369k | 2.8k | 132.12 | |
| Dentsply Sirona (XRAY) | 0.0 | $273k | 4.7k | 57.73 | |
| Yum China Holdings (YUMC) | 0.0 | $317k | 12k | 26.12 | |
| China Mobile | 0.0 | $210k | 4.0k | 52.43 | |
| Monsanto Company | 0.0 | $207k | 2.0k | 105.21 | |
| Waste Management (WM) | 0.0 | $227k | 3.2k | 70.91 | |
| Edwards Lifesciences (EW) | 0.0 | $206k | 2.2k | 93.70 | |
| Dun & Bradstreet Corporation | 0.0 | $208k | 1.7k | 121.32 | |
| Rockwell Collins | 0.0 | $210k | 2.3k | 92.76 | |
| Becton, Dickinson and (BDX) | 0.0 | $209k | 1.3k | 165.55 | |
| Staples | 0.0 | $190k | 21k | 9.05 | |
| CF Industries Holdings (CF) | 0.0 | $216k | 6.9k | 31.48 | |
| American International (AIG) | 0.0 | $219k | 3.4k | 65.31 | |
| iShares S&P 500 Value Index (IVE) | 0.0 | $214k | 2.1k | 101.38 | |
| Global X InterBolsa FTSE Colombia20 | 0.0 | $215k | 24k | 9.12 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.0 | $220k | 2.6k | 84.45 | |
| SPDR DJ International Real Estate ETF (RWX) | 0.0 | $212k | 5.9k | 36.08 | |
| iShares Dow Jones US Technology (IYW) | 0.0 | $234k | 1.9k | 120.25 | |
| WisdomTree Japan Total Dividend (DXJ) | 0.0 | $210k | 4.2k | 49.54 | |
| Sprott Physical Gold Trust (PHYS) | 0.0 | $192k | 21k | 9.39 | |
| Level 3 Communications | 0.0 | $219k | 3.9k | 56.36 | |
| Ishares Msci Russia Capped E ishrmscirub | 0.0 | $203k | 6.1k | 33.52 | |
| Ishares Msci Japan (EWJ) | 0.0 | $200k | 4.1k | 48.86 | |
| Danaher Corp Del debt | 0.0 | $62k | 21k | 2.97 |
