Choate Investment Advisors as of March 31, 2017
Portfolio Holdings for Choate Investment Advisors
Choate Investment Advisors holds 249 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares S&P 500 Index (IVV) | 27.5 | $471M | 2.0M | 237.27 | |
| Powershares Etf Tr Ii rusel 1000 low | 8.8 | $150M | 5.3M | 28.52 | |
| Powershares Etf Tr Ii ftse intl low | 8.4 | $144M | 5.5M | 26.24 | |
| PowerShares FTSE RAFI US 1000 | 3.7 | $64M | 622k | 102.47 | |
| Goldman Sachs Etf Tr activebeta eme (GEM) | 3.7 | $64M | 2.1M | 29.97 | |
| Claymore S&P Global Water Index | 3.2 | $55M | 1.8M | 31.07 | |
| SPDR S&P MidCap 400 ETF (MDY) | 2.5 | $42M | 134k | 312.42 | |
| D Ishares (EEMS) | 2.3 | $39M | 844k | 46.17 | |
| iShares S&P SmallCap 600 Index (IJR) | 1.7 | $29M | 426k | 69.16 | |
| Powershares Exchangetraded Fd Tr Iipowershares Russell1000 Equal Weightport 1000 eq wht pt | 1.6 | $28M | 973k | 28.24 | |
| Health Care SPDR (XLV) | 1.5 | $26M | 349k | 74.36 | |
| Analog Devices (ADI) | 1.4 | $24M | 293k | 81.95 | |
| Chase Corporation | 1.3 | $23M | 238k | 95.40 | |
| Spdr S&p 500 Etf (SPY) | 1.2 | $20M | 85k | 235.74 | |
| Vanguard Total Bond Market ETF (BND) | 1.1 | $18M | 225k | 81.08 | |
| Spdr Series Trust brcly em locl (EBND) | 1.1 | $18M | 645k | 28.19 | |
| iShares MSCI EAFE Index Fund (EFA) | 1.1 | $18M | 287k | 62.29 | |
| Ishares Inc core msci emkt (IEMG) | 1.0 | $17M | 361k | 47.79 | |
| Apple (AAPL) | 0.9 | $15M | 103k | 143.66 | |
| Vanguard Europe Pacific ETF (VEA) | 0.8 | $15M | 372k | 39.30 | |
| Ishares Tr usa min vo (USMV) | 0.8 | $14M | 300k | 47.72 | |
| General Electric Company | 0.8 | $13M | 433k | 29.80 | |
| WisdomTree Japan Total Dividend (DXJ) | 0.7 | $13M | 247k | 50.62 | |
| Exxon Mobil Corporation (XOM) | 0.7 | $12M | 146k | 82.01 | |
| Johnson & Johnson (JNJ) | 0.7 | $12M | 95k | 124.55 | |
| Procter & Gamble Company (PG) | 0.7 | $11M | 125k | 89.85 | |
| Akamai Technologies (AKAM) | 0.6 | $10M | 174k | 59.70 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $10M | 115k | 87.84 | |
| Berkshire Hathaway (BRK.B) | 0.6 | $9.5M | 57k | 166.68 | |
| Vanguard Lg Term Govt Bd ETF (VGLT) | 0.5 | $8.7M | 117k | 74.54 | |
| Microsoft Corporation (MSFT) | 0.5 | $8.4M | 128k | 65.86 | |
| International Business Machines (IBM) | 0.5 | $8.2M | 47k | 174.14 | |
| Intel Corporation (INTC) | 0.5 | $8.1M | 225k | 36.07 | |
| Abbvie (ABBV) | 0.4 | $7.5M | 115k | 65.16 | |
| Pfizer (PFE) | 0.4 | $6.5M | 191k | 34.21 | |
| Wells Fargo & Company (WFC) | 0.3 | $5.8M | 105k | 55.66 | |
| Home Depot (HD) | 0.3 | $5.6M | 38k | 146.83 | |
| Abbott Laboratories (ABT) | 0.3 | $5.6M | 126k | 44.41 | |
| 3M Company (MMM) | 0.3 | $4.9M | 26k | 191.33 | |
| Berkshire Hathaway (BRK.A) | 0.3 | $5.0M | 20.00 | 249850.00 | |
| United Technologies Corporation | 0.3 | $5.0M | 45k | 112.21 | |
| Standex Int'l (SXI) | 0.3 | $5.0M | 50k | 100.15 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.3 | $5.0M | 55k | 89.94 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.3 | $4.9M | 84k | 57.95 | |
| Merck & Co (MRK) | 0.3 | $4.6M | 73k | 63.54 | |
| Chevron Corporation (CVX) | 0.3 | $4.4M | 41k | 107.37 | |
| Automatic Data Processing (ADP) | 0.3 | $4.4M | 43k | 102.39 | |
| Cognizant Technology Solutions (CTSH) | 0.2 | $4.2M | 71k | 59.52 | |
| Cisco Systems (CSCO) | 0.2 | $4.2M | 125k | 33.80 | |
| AFLAC Incorporated (AFL) | 0.2 | $4.3M | 60k | 72.42 | |
| Verizon Communications (VZ) | 0.2 | $4.3M | 89k | 48.75 | |
| Alphabet Inc Class A cs (GOOGL) | 0.2 | $4.2M | 5.0k | 847.80 | |
| McDonald's Corporation (MCD) | 0.2 | $4.1M | 32k | 129.61 | |
| Amgen (AMGN) | 0.2 | $4.2M | 26k | 164.07 | |
| Alphabet Inc Class C cs (GOOG) | 0.2 | $4.2M | 5.0k | 829.56 | |
| Alere | 0.2 | $3.8M | 95k | 39.73 | |
| Celgene Corporation | 0.2 | $3.7M | 30k | 124.43 | |
| Ameriprise Financial (AMP) | 0.2 | $3.6M | 28k | 129.68 | |
| Amazon (AMZN) | 0.2 | $3.6M | 4.1k | 886.54 | |
| American Express Company (AXP) | 0.2 | $3.4M | 43k | 79.11 | |
| Powershares Etf Trust dyna buybk ach | 0.2 | $3.4M | 65k | 51.95 | |
| U.S. Bancorp (USB) | 0.2 | $3.2M | 62k | 51.50 | |
| Pepsi (PEP) | 0.2 | $3.3M | 30k | 111.86 | |
| Target Corporation (TGT) | 0.2 | $2.9M | 52k | 55.19 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.2 | $2.8M | 71k | 39.39 | |
| CVS Caremark Corporation (CVS) | 0.2 | $2.8M | 36k | 78.50 | |
| SPDR Gold Trust (GLD) | 0.2 | $2.8M | 24k | 118.72 | |
| iShares Russell 2000 Index (IWM) | 0.2 | $2.8M | 20k | 137.48 | |
| Walgreen Boots Alliance (WBA) | 0.2 | $2.8M | 33k | 83.05 | |
| Coca-Cola Company (KO) | 0.1 | $2.5M | 60k | 42.44 | |
| Progress Software Corporation (PRGS) | 0.1 | $2.5M | 86k | 29.05 | |
| Allstate Corporation (ALL) | 0.1 | $2.6M | 33k | 81.49 | |
| Colgate-Palmolive Company (CL) | 0.1 | $2.6M | 36k | 73.19 | |
| Bristol Myers Squibb (BMY) | 0.1 | $2.4M | 45k | 54.38 | |
| Nike (NKE) | 0.1 | $2.4M | 44k | 55.73 | |
| TJX Companies (TJX) | 0.1 | $2.5M | 31k | 79.08 | |
| iShares Russell 1000 Index (IWB) | 0.1 | $2.4M | 19k | 131.25 | |
| Comcast Corporation (CMCSA) | 0.1 | $2.2M | 59k | 37.59 | |
| Hologic (HOLX) | 0.1 | $2.3M | 53k | 42.55 | |
| Kroger (KR) | 0.1 | $2.3M | 78k | 29.49 | |
| Skyworks Solutions (SWKS) | 0.1 | $2.2M | 23k | 97.98 | |
| Eli Lilly & Co. (LLY) | 0.1 | $2.0M | 24k | 84.11 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $1.9M | 15k | 131.63 | |
| Union Pacific Corporation (UNP) | 0.1 | $1.9M | 18k | 105.92 | |
| GlaxoSmithKline | 0.1 | $1.8M | 44k | 42.16 | |
| Oracle Corporation (ORCL) | 0.1 | $1.9M | 43k | 44.61 | |
| Walt Disney Company (DIS) | 0.1 | $1.7M | 15k | 113.39 | |
| At&t (T) | 0.1 | $1.7M | 42k | 41.55 | |
| Wal-Mart Stores (WMT) | 0.1 | $1.5M | 21k | 72.08 | |
| Emerson Electric (EMR) | 0.1 | $1.5M | 24k | 59.86 | |
| Nextera Energy (NEE) | 0.1 | $1.5M | 12k | 128.37 | |
| Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.1 | $1.6M | 15k | 102.65 | |
| S&p Global (SPGI) | 0.1 | $1.6M | 12k | 130.74 | |
| Capital One Financial (COF) | 0.1 | $1.3M | 15k | 86.66 | |
| Philip Morris International (PM) | 0.1 | $1.4M | 12k | 112.90 | |
| Stryker Corporation (SYK) | 0.1 | $1.4M | 10k | 131.65 | |
| Illinois Tool Works (ITW) | 0.1 | $1.4M | 10k | 132.47 | |
| Accenture (ACN) | 0.1 | $1.4M | 12k | 119.88 | |
| General Dynamics Corporation (GD) | 0.1 | $1.4M | 7.6k | 187.20 | |
| iShares Dow Jones Select Dividend (DVY) | 0.1 | $1.3M | 15k | 91.10 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $1.2M | 5.1k | 237.84 | |
| Darden Restaurants (DRI) | 0.1 | $1.2M | 14k | 83.67 | |
| Altria (MO) | 0.1 | $1.3M | 18k | 71.42 | |
| General Mills (GIS) | 0.1 | $1.1M | 19k | 59.01 | |
| Schlumberger (SLB) | 0.1 | $1.1M | 15k | 78.10 | |
| Dover Corporation (DOV) | 0.1 | $1.2M | 15k | 80.35 | |
| Constellation Brands (STZ) | 0.1 | $1.1M | 7.0k | 162.07 | |
| Zimmer Holdings (ZBH) | 0.1 | $1.2M | 10k | 122.11 | |
| Industrial SPDR (XLI) | 0.1 | $1.2M | 19k | 65.06 | |
| Technology SPDR (XLK) | 0.1 | $1.1M | 21k | 53.31 | |
| Consumer Discretionary SPDR (XLY) | 0.1 | $1.3M | 15k | 87.95 | |
| First Trust DJ Internet Index Fund (FDN) | 0.1 | $1.1M | 13k | 88.04 | |
| Express Scripts Holding | 0.1 | $1.2M | 18k | 65.91 | |
| State Street Corporation (STT) | 0.1 | $982k | 12k | 79.61 | |
| V.F. Corporation (VFC) | 0.1 | $971k | 18k | 54.97 | |
| Honeywell International (HON) | 0.1 | $1.0M | 8.2k | 124.87 | |
| Marsh & McLennan Companies (MMC) | 0.1 | $954k | 13k | 73.89 | |
| Lowe's Companies (LOW) | 0.1 | $1.0M | 12k | 82.21 | |
| Fiserv (FI) | 0.1 | $1.1M | 9.5k | 115.31 | |
| iShares MSCI EAFE Growth Index (EFG) | 0.1 | $1.0M | 15k | 69.49 | |
| Vanguard Total World Stock Idx (VT) | 0.1 | $1.0M | 16k | 65.22 | |
| MasterCard Incorporated (MA) | 0.1 | $787k | 7.0k | 112.47 | |
| PNC Financial Services (PNC) | 0.1 | $878k | 7.3k | 120.24 | |
| Teva Pharmaceutical Industries (TEVA) | 0.1 | $810k | 25k | 32.09 | |
| NVIDIA Corporation (NVDA) | 0.1 | $794k | 7.3k | 108.93 | |
| Boeing Company (BA) | 0.1 | $816k | 4.6k | 176.86 | |
| Mettler-Toledo International (MTD) | 0.1 | $872k | 1.8k | 478.91 | |
| Deere & Company (DE) | 0.1 | $847k | 7.8k | 108.86 | |
| iShares Russell 1000 Growth Index (IWF) | 0.1 | $824k | 7.2k | 113.80 | |
| iShares S&P 500 Growth Index (IVW) | 0.1 | $927k | 7.0k | 131.52 | |
| Vanguard REIT ETF (VNQ) | 0.1 | $833k | 10k | 82.59 | |
| Facebook Inc cl a (META) | 0.1 | $916k | 6.4k | 142.05 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.1 | $929k | 4.3k | 216.35 | |
| Medtronic (MDT) | 0.1 | $911k | 11k | 80.56 | |
| BP (BP) | 0.0 | $665k | 19k | 34.52 | |
| Time Warner | 0.0 | $686k | 7.0k | 97.71 | |
| Bank of America Corporation (BAC) | 0.0 | $625k | 27k | 23.59 | |
| Moody's Corporation (MCO) | 0.0 | $716k | 6.4k | 112.04 | |
| Norfolk Southern (NSC) | 0.0 | $665k | 5.9k | 111.97 | |
| Paychex (PAYX) | 0.0 | $611k | 10k | 58.90 | |
| Stanley Black & Decker (SWK) | 0.0 | $671k | 5.1k | 132.87 | |
| Travelers Companies (TRV) | 0.0 | $760k | 6.3k | 120.54 | |
| Yum! Brands (YUM) | 0.0 | $668k | 11k | 63.90 | |
| ConocoPhillips (COP) | 0.0 | $763k | 15k | 49.87 | |
| eBay (EBAY) | 0.0 | $599k | 18k | 33.57 | |
| iShares Russell 1000 Value Index (IWD) | 0.0 | $683k | 5.9k | 114.94 | |
| Torchmark Corporation | 0.0 | $691k | 9.0k | 77.04 | |
| Gilead Sciences (GILD) | 0.0 | $613k | 9.0k | 67.92 | |
| MetLife (MET) | 0.0 | $687k | 13k | 52.82 | |
| iShares S&P MidCap 400 Index (IJH) | 0.0 | $731k | 4.3k | 171.22 | |
| AllianceBernstein Global Hgh Incm (AWF) | 0.0 | $699k | 56k | 12.58 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.0 | $604k | 7.8k | 77.65 | |
| Powershares Exchange | 0.0 | $693k | 23k | 30.79 | |
| Cdk Global Inc equities | 0.0 | $641k | 9.9k | 65.01 | |
| Allergan | 0.0 | $767k | 3.2k | 238.92 | |
| BlackRock (BLK) | 0.0 | $454k | 1.2k | 383.51 | |
| Progressive Corporation (PGR) | 0.0 | $428k | 11k | 39.18 | |
| Costco Wholesale Corporation (COST) | 0.0 | $476k | 2.8k | 167.69 | |
| Ecolab (ECL) | 0.0 | $525k | 4.2k | 125.34 | |
| Dow Chemical Company | 0.0 | $442k | 7.0k | 63.54 | |
| Unum (UNM) | 0.0 | $582k | 12k | 46.89 | |
| Tyson Foods (TSN) | 0.0 | $461k | 7.5k | 61.71 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $511k | 3.3k | 153.60 | |
| McKesson Corporation (MCK) | 0.0 | $595k | 4.0k | 148.26 | |
| Diageo (DEO) | 0.0 | $545k | 4.7k | 115.58 | |
| Biogen Idec (BIIB) | 0.0 | $508k | 1.9k | 273.42 | |
| Clorox Company (CLX) | 0.0 | $443k | 3.3k | 134.83 | |
| Franklin Street Properties (FSP) | 0.0 | $486k | 40k | 12.14 | |
| Roper Industries (ROP) | 0.0 | $449k | 2.2k | 206.49 | |
| iShares Russell Midcap Index Fund (IWR) | 0.0 | $475k | 2.5k | 187.18 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $537k | 11k | 50.54 | |
| Ishares Inc em mkt min vol (EEMV) | 0.0 | $484k | 9.1k | 53.50 | |
| Mondelez Int (MDLZ) | 0.0 | $449k | 10k | 43.08 | |
| Eaton (ETN) | 0.0 | $464k | 6.3k | 74.15 | |
| Goldman Sachs Etf Tr (GSLC) | 0.0 | $465k | 9.9k | 46.78 | |
| Chubb (CB) | 0.0 | $462k | 3.4k | 136.25 | |
| Corning Incorporated (GLW) | 0.0 | $415k | 15k | 27.00 | |
| Goldman Sachs (GS) | 0.0 | $286k | 1.2k | 229.72 | |
| Baxter International (BAX) | 0.0 | $357k | 6.9k | 51.86 | |
| Dominion Resources (D) | 0.0 | $407k | 5.3k | 77.57 | |
| Cardinal Health (CAH) | 0.0 | $410k | 5.0k | 81.55 | |
| Apache Corporation | 0.0 | $420k | 8.2k | 51.39 | |
| Reynolds American | 0.0 | $350k | 5.6k | 63.02 | |
| SYSCO Corporation (SYY) | 0.0 | $269k | 5.2k | 51.92 | |
| T. Rowe Price (TROW) | 0.0 | $330k | 4.8k | 68.15 | |
| E.I. du Pont de Nemours & Company | 0.0 | $409k | 5.1k | 80.33 | |
| National-Oilwell Var | 0.0 | $414k | 10k | 40.09 | |
| Raytheon Company | 0.0 | $378k | 2.5k | 152.50 | |
| Rockwell Collins | 0.0 | $317k | 3.3k | 97.16 | |
| Valero Energy Corporation (VLO) | 0.0 | $320k | 4.8k | 66.29 | |
| Air Products & Chemicals (APD) | 0.0 | $287k | 2.1k | 135.29 | |
| Novartis (NVS) | 0.0 | $286k | 3.8k | 74.27 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $379k | 1.4k | 267.60 | |
| CIGNA Corporation | 0.0 | $300k | 2.0k | 146.49 | |
| Royal Dutch Shell | 0.0 | $262k | 5.0k | 52.73 | |
| UnitedHealth (UNH) | 0.0 | $365k | 2.2k | 164.01 | |
| Qualcomm (QCOM) | 0.0 | $375k | 6.5k | 57.34 | |
| Danaher Corporation (DHR) | 0.0 | $403k | 4.7k | 85.53 | |
| Stericycle (SRCL) | 0.0 | $282k | 3.4k | 82.89 | |
| Murphy Oil Corporation (MUR) | 0.0 | $285k | 10k | 28.59 | |
| Prudential Financial (PRU) | 0.0 | $376k | 3.5k | 106.68 | |
| Dr Pepper Snapple | 0.0 | $264k | 2.7k | 97.92 | |
| Public Service Enterprise (PEG) | 0.0 | $321k | 7.2k | 44.35 | |
| Seagate Technology Com Stk | 0.0 | $339k | 7.4k | 45.93 | |
| BHP Billiton (BHP) | 0.0 | $294k | 8.1k | 36.32 | |
| Concho Resources | 0.0 | $273k | 2.1k | 128.34 | |
| Rockwell Automation (ROK) | 0.0 | $347k | 2.2k | 155.71 | |
| PowerShares QQQ Trust, Series 1 | 0.0 | $269k | 2.0k | 132.38 | |
| Scripps Networks Interactive | 0.0 | $345k | 4.4k | 78.37 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.0 | $324k | 3.0k | 108.95 | |
| Vanguard Total Stock Market ETF (VTI) | 0.0 | $423k | 3.5k | 121.32 | |
| SPDR S&P Dividend (SDY) | 0.0 | $404k | 4.6k | 88.14 | |
| Industries N shs - a - (LYB) | 0.0 | $297k | 3.3k | 91.19 | |
| iShares Dow Jones US Technology (IYW) | 0.0 | $263k | 1.9k | 135.17 | |
| MSCI Indonesia Investable Market Ind (EIDO) | 0.0 | $339k | 13k | 25.79 | |
| Invesco Van Kampen Trust for IGNYM Fund (VTN) | 0.0 | $282k | 21k | 13.49 | |
| Huntington Ingalls Inds (HII) | 0.0 | $323k | 1.6k | 200.24 | |
| FLEXSHARES TR MORNSTAR usmkt (TILT) | 0.0 | $280k | 2.8k | 100.26 | |
| Palo Alto Networks (PANW) | 0.0 | $325k | 2.9k | 112.68 | |
| Epr Properties (EPR) | 0.0 | $274k | 3.7k | 73.63 | |
| Workday Inc cl a (WDAY) | 0.0 | $350k | 4.2k | 83.28 | |
| Energizer Holdings (ENR) | 0.0 | $307k | 5.5k | 55.75 | |
| Edgewell Pers Care (EPC) | 0.0 | $262k | 3.6k | 73.14 | |
| Yum China Holdings (YUMC) | 0.0 | $329k | 12k | 27.20 | |
| China Mobile | 0.0 | $221k | 4.0k | 55.23 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $248k | 6.1k | 40.81 | |
| Caterpillar (CAT) | 0.0 | $228k | 2.5k | 92.76 | |
| Monsanto Company | 0.0 | $223k | 2.0k | 113.20 | |
| Waste Management (WM) | 0.0 | $235k | 3.2k | 72.92 | |
| Edwards Lifesciences (EW) | 0.0 | $207k | 2.2k | 94.07 | |
| Becton, Dickinson and (BDX) | 0.0 | $217k | 1.2k | 183.44 | |
| Unilever | 0.0 | $214k | 4.3k | 49.68 | |
| Staples | 0.0 | $184k | 21k | 8.77 | |
| Hershey Company (HSY) | 0.0 | $241k | 2.2k | 109.25 | |
| PPL Corporation (PPL) | 0.0 | $238k | 6.4k | 37.39 | |
| Validus Holdings | 0.0 | $232k | 4.1k | 56.39 | |
| American International (AIG) | 0.0 | $205k | 3.3k | 62.43 | |
| iShares MSCI EAFE Value Index (EFV) | 0.0 | $206k | 4.1k | 50.30 | |
| O'reilly Automotive (ORLY) | 0.0 | $241k | 894.00 | 269.84 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.0 | $215k | 2.5k | 84.52 | |
| Vanguard Information Technology ETF (VGT) | 0.0 | $217k | 1.6k | 135.63 | |
| SPDR DJ International Real Estate ETF (RWX) | 0.0 | $220k | 5.9k | 37.40 | |
| iShares S&P MidCap 400 Value Index (IJJ) | 0.0 | $201k | 1.4k | 148.45 | |
| Sprott Physical Gold Trust (PHYS) | 0.0 | $209k | 21k | 10.22 | |
| Powershares Etf Tr Ii s^p500 low vol | 0.0 | $202k | 4.6k | 43.47 | |
| Level 3 Communications | 0.0 | $222k | 3.9k | 57.22 | |
| Phillips 66 (PSX) | 0.0 | $204k | 2.6k | 79.22 | |
| Flexshares Tr qualt divd idx (QDF) | 0.0 | $211k | 5.2k | 40.82 | |
| Danaher Corp Del debt | 0.0 | $69k | 21k | 3.27 |
