Choate Investment Advisors as of Dec. 31, 2017
Portfolio Holdings for Choate Investment Advisors
Choate Investment Advisors holds 237 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares S&P 500 Index (IVV) | 26.6 | $520M | 1.9M | 268.85 | |
| Powershares Etf Tr Ii rusel 1000 low | 7.1 | $139M | 4.5M | 31.21 | |
| Powershares Etf Tr Ii ftse intl low | 5.5 | $107M | 3.6M | 30.14 | |
| D Ishares (EEMS) | 5.0 | $99M | 1.9M | 53.11 | |
| Powershares Russell 1000 Enh rusel 1000 enh | 4.6 | $89M | 3.2M | 27.61 | |
| iShares S&P SmallCap 600 Index (IJR) | 4.0 | $77M | 1.0M | 76.81 | |
| WisdomTree Japan Total Dividend (DXJ) | 3.2 | $63M | 1.1M | 59.33 | |
| PowerShares FTSE RAFI US 1000 | 3.1 | $62M | 543k | 113.58 | |
| Goldman Sachs Etf Tr activebeta eme (GEM) | 2.5 | $49M | 1.4M | 35.81 | |
| Health Care SPDR (XLV) | 2.4 | $46M | 561k | 82.68 | |
| Claymore S&P Global Water Index | 2.2 | $43M | 1.2M | 35.54 | |
| Ishares Inc em mkt min vol (EEMV) | 1.6 | $32M | 525k | 60.76 | |
| Chase Corporation | 1.4 | $28M | 236k | 120.50 | |
| First Trust DJ Internet Index Fund (FDN) | 1.2 | $23M | 209k | 109.88 | |
| Spdr S&p 500 Etf (SPY) | 1.1 | $22M | 81k | 266.86 | |
| Spdr Series Trust brcly em locl (EBND) | 1.1 | $21M | 712k | 29.68 | |
| SPDR S&P MidCap 400 ETF (MDY) | 1.1 | $21M | 61k | 345.41 | |
| Analog Devices (ADI) | 1.1 | $21M | 233k | 89.03 | |
| Apple (AAPL) | 0.8 | $17M | 98k | 169.23 | |
| Vanguard Lg Term Govt Bd ETF (VGLT) | 0.8 | $16M | 205k | 78.00 | |
| Vanguard Europe Pacific ETF (VEA) | 0.8 | $15M | 328k | 44.86 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.7 | $14M | 195k | 70.31 | |
| Johnson & Johnson (JNJ) | 0.7 | $13M | 91k | 139.72 | |
| Ishares Tr usa min vo (USMV) | 0.6 | $12M | 233k | 52.78 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $12M | 109k | 106.94 | |
| Exxon Mobil Corporation (XOM) | 0.6 | $11M | 131k | 83.64 | |
| Berkshire Hathaway (BRK.B) | 0.5 | $11M | 54k | 198.22 | |
| Microsoft Corporation (MSFT) | 0.5 | $10M | 121k | 85.54 | |
| Intel Corporation (INTC) | 0.5 | $10M | 219k | 46.16 | |
| Procter & Gamble Company (PG) | 0.5 | $10M | 111k | 91.88 | |
| Abbvie (ABBV) | 0.5 | $10M | 105k | 96.71 | |
| Powershares Exchangetraded Fd Tr Iipowershares Russell1000 Equal Weightport 1000 eq wht pt | 0.4 | $7.9M | 253k | 31.19 | |
| Home Depot (HD) | 0.3 | $6.8M | 36k | 189.53 | |
| Abbott Laboratories (ABT) | 0.3 | $6.6M | 116k | 57.07 | |
| Pfizer (PFE) | 0.3 | $6.7M | 185k | 36.22 | |
| General Electric Company | 0.3 | $5.7M | 325k | 17.45 | |
| Akamai Technologies (AKAM) | 0.3 | $5.7M | 88k | 65.04 | |
| 3M Company (MMM) | 0.3 | $5.5M | 23k | 235.37 | |
| McDonald's Corporation (MCD) | 0.3 | $5.2M | 30k | 172.12 | |
| Berkshire Hathaway (BRK.A) | 0.3 | $5.4M | 18.00 | 297600.00 | |
| AFLAC Incorporated (AFL) | 0.3 | $5.1M | 58k | 87.78 | |
| United Technologies Corporation | 0.3 | $5.0M | 39k | 127.57 | |
| Standex Int'l (SXI) | 0.3 | $5.0M | 49k | 101.85 | |
| Alphabet Inc Class A cs (GOOGL) | 0.3 | $5.2M | 4.9k | 1053.40 | |
| Alphabet Inc Class C cs (GOOG) | 0.3 | $5.1M | 4.9k | 1046.40 | |
| Cognizant Technology Solutions (CTSH) | 0.2 | $5.0M | 70k | 71.02 | |
| Wells Fargo & Company (WFC) | 0.2 | $4.9M | 81k | 60.67 | |
| General Mills (GIS) | 0.2 | $4.8M | 82k | 59.29 | |
| Amazon (AMZN) | 0.2 | $5.0M | 4.2k | 1169.47 | |
| Ishares Inc core msci emkt (IEMG) | 0.2 | $4.9M | 87k | 56.90 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.2 | $4.8M | 73k | 66.09 | |
| Spdr Ser Tr sp500 fosl etf (SPYX) | 0.2 | $4.8M | 74k | 64.80 | |
| Cisco Systems (CSCO) | 0.2 | $4.6M | 121k | 38.30 | |
| Automatic Data Processing (ADP) | 0.2 | $4.6M | 39k | 117.19 | |
| Ameriprise Financial (AMP) | 0.2 | $4.5M | 27k | 169.47 | |
| Chevron Corporation (CVX) | 0.2 | $4.6M | 37k | 125.19 | |
| Verizon Communications (VZ) | 0.2 | $4.3M | 82k | 52.93 | |
| Amgen (AMGN) | 0.2 | $4.2M | 24k | 173.90 | |
| SPDR Gold Trust (GLD) | 0.2 | $4.4M | 35k | 123.65 | |
| Vanguard Total Bond Market ETF (BND) | 0.2 | $4.1M | 51k | 81.57 | |
| American Express Company (AXP) | 0.2 | $3.9M | 40k | 99.31 | |
| Merck & Co (MRK) | 0.2 | $3.9M | 69k | 56.27 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.2 | $4.0M | 39k | 102.03 | |
| Progress Software Corporation (PRGS) | 0.2 | $3.6M | 86k | 42.57 | |
| International Business Machines (IBM) | 0.2 | $3.3M | 22k | 153.42 | |
| Pepsi (PEP) | 0.2 | $3.3M | 28k | 119.92 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.2 | $3.2M | 67k | 47.12 | |
| Allstate Corporation (ALL) | 0.2 | $3.1M | 30k | 104.71 | |
| Celgene Corporation | 0.2 | $3.1M | 30k | 104.36 | |
| U.S. Bancorp (USB) | 0.1 | $2.6M | 49k | 53.58 | |
| Bristol Myers Squibb (BMY) | 0.1 | $2.7M | 44k | 61.28 | |
| iShares Russell 2000 Index (IWM) | 0.1 | $2.7M | 18k | 152.46 | |
| iShares Russell 1000 Index (IWB) | 0.1 | $2.7M | 19k | 148.61 | |
| Coca-Cola Company (KO) | 0.1 | $2.6M | 57k | 45.88 | |
| Colgate-Palmolive Company (CL) | 0.1 | $2.4M | 32k | 75.45 | |
| Powershares Etf Trust dyna buybk ach | 0.1 | $2.6M | 45k | 59.01 | |
| Comcast Corporation (CMCSA) | 0.1 | $2.2M | 56k | 40.05 | |
| Union Pacific Corporation (UNP) | 0.1 | $2.3M | 17k | 134.10 | |
| CVS Caremark Corporation (CVS) | 0.1 | $2.4M | 33k | 72.50 | |
| Nike (NKE) | 0.1 | $2.4M | 38k | 62.55 | |
| Consumer Discretionary SPDR (XLY) | 0.1 | $2.3M | 23k | 98.69 | |
| Walgreen Boots Alliance (WBA) | 0.1 | $2.3M | 32k | 72.62 | |
| Financial Select Sector SPDR (XLF) | 0.1 | $2.1M | 76k | 27.91 | |
| Eli Lilly & Co. (LLY) | 0.1 | $1.9M | 23k | 84.46 | |
| Hologic (HOLX) | 0.1 | $2.0M | 47k | 42.75 | |
| TJX Companies (TJX) | 0.1 | $1.9M | 25k | 76.46 | |
| Oracle Corporation (ORCL) | 0.1 | $2.0M | 42k | 47.28 | |
| Industrial SPDR (XLI) | 0.1 | $1.9M | 25k | 75.67 | |
| Skyworks Solutions (SWKS) | 0.1 | $2.0M | 22k | 94.95 | |
| S&p Global (SPGI) | 0.1 | $2.0M | 12k | 169.40 | |
| Vaneck Vectors Etf Tr cef mun income e (XMPT) | 0.1 | $1.9M | 73k | 26.63 | |
| Accenture (ACN) | 0.1 | $1.8M | 12k | 153.09 | |
| Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.1 | $1.7M | 15k | 119.23 | |
| Wal-Mart Stores (WMT) | 0.1 | $1.5M | 16k | 98.75 | |
| Walt Disney Company (DIS) | 0.1 | $1.6M | 15k | 107.51 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $1.5M | 5.0k | 306.91 | |
| Kroger (KR) | 0.1 | $1.5M | 55k | 27.45 | |
| GlaxoSmithKline | 0.1 | $1.5M | 43k | 35.47 | |
| Nextera Energy (NEE) | 0.1 | $1.6M | 10k | 156.19 | |
| Stryker Corporation (SYK) | 0.1 | $1.6M | 11k | 154.84 | |
| General Dynamics Corporation (GD) | 0.1 | $1.6M | 7.6k | 203.45 | |
| At&t (T) | 0.1 | $1.5M | 37k | 38.88 | |
| Boeing Company (BA) | 0.1 | $1.3M | 4.3k | 294.91 | |
| Darden Restaurants (DRI) | 0.1 | $1.3M | 14k | 96.02 | |
| Emerson Electric (EMR) | 0.1 | $1.4M | 20k | 69.69 | |
| Capital One Financial (COF) | 0.1 | $1.4M | 14k | 99.58 | |
| Honeywell International (HON) | 0.1 | $1.3M | 8.4k | 153.36 | |
| Illinois Tool Works (ITW) | 0.1 | $1.5M | 8.7k | 166.85 | |
| Constellation Brands (STZ) | 0.1 | $1.4M | 6.2k | 228.57 | |
| Technology SPDR (XLK) | 0.1 | $1.5M | 23k | 63.95 | |
| Vanguard Total World Stock Idx (VT) | 0.1 | $1.4M | 18k | 74.26 | |
| Express Scripts Holding | 0.1 | $1.4M | 18k | 74.64 | |
| MasterCard Incorporated (MA) | 0.1 | $1.1M | 7.3k | 151.36 | |
| State Street Corporation (STT) | 0.1 | $1.1M | 11k | 97.61 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $1.2M | 9.6k | 120.66 | |
| NVIDIA Corporation (NVDA) | 0.1 | $1.1M | 5.9k | 193.50 | |
| V.F. Corporation (VFC) | 0.1 | $1.1M | 15k | 74.00 | |
| Philip Morris International (PM) | 0.1 | $1.2M | 11k | 105.65 | |
| Target Corporation (TGT) | 0.1 | $1.3M | 19k | 65.25 | |
| Lowe's Companies (LOW) | 0.1 | $1.1M | 12k | 92.94 | |
| iShares Dow Jones Select Dividend (DVY) | 0.1 | $1.2M | 12k | 98.56 | |
| PNC Financial Services (PNC) | 0.1 | $1.0M | 7.2k | 144.29 | |
| Norfolk Southern (NSC) | 0.1 | $897k | 6.2k | 144.90 | |
| Travelers Companies (TRV) | 0.1 | $912k | 6.7k | 135.64 | |
| Mettler-Toledo International (MTD) | 0.1 | $958k | 1.5k | 619.52 | |
| Deere & Company (DE) | 0.1 | $1.0M | 6.6k | 156.51 | |
| Fiserv (FI) | 0.1 | $1.0M | 7.7k | 131.13 | |
| Zimmer Holdings (ZBH) | 0.1 | $1.1M | 8.8k | 120.67 | |
| iShares Russell 1000 Growth Index (IWF) | 0.1 | $976k | 7.2k | 134.68 | |
| iShares S&P 500 Growth Index (IVW) | 0.1 | $1.1M | 6.9k | 152.77 | |
| iShares MSCI EAFE Growth Index (EFG) | 0.1 | $936k | 12k | 80.71 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.1 | $966k | 3.9k | 245.29 | |
| Bank of America Corporation (BAC) | 0.0 | $686k | 23k | 29.52 | |
| Moody's Corporation (MCO) | 0.0 | $832k | 5.6k | 147.61 | |
| Stanley Black & Decker (SWK) | 0.0 | $818k | 4.8k | 169.69 | |
| Yum! Brands (YUM) | 0.0 | $864k | 11k | 81.61 | |
| Altria (MO) | 0.0 | $810k | 11k | 71.41 | |
| ConocoPhillips (COP) | 0.0 | $707k | 13k | 54.89 | |
| Diageo (DEO) | 0.0 | $689k | 4.7k | 146.03 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $706k | 8.7k | 81.39 | |
| Maxim Integrated Products | 0.0 | $734k | 14k | 52.28 | |
| Schlumberger (SLB) | 0.0 | $832k | 12k | 67.39 | |
| iShares Russell 1000 Value Index (IWD) | 0.0 | $739k | 5.9k | 124.34 | |
| Torchmark Corporation | 0.0 | $753k | 8.3k | 90.71 | |
| Gilead Sciences (GILD) | 0.0 | $824k | 12k | 71.64 | |
| Dover Corporation (DOV) | 0.0 | $836k | 8.3k | 100.99 | |
| iShares S&P MidCap 400 Index (IJH) | 0.0 | $741k | 3.9k | 189.78 | |
| AllianceBernstein Global Hgh Incm (AWF) | 0.0 | $709k | 56k | 12.76 | |
| Vanguard REIT ETF (VNQ) | 0.0 | $705k | 8.5k | 82.98 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $700k | 11k | 65.98 | |
| Facebook Inc cl a (META) | 0.0 | $746k | 4.2k | 176.46 | |
| Cdk Global Inc equities | 0.0 | $692k | 9.7k | 71.28 | |
| Medtronic (MDT) | 0.0 | $822k | 10k | 80.75 | |
| Dowdupont | 0.0 | $751k | 11k | 71.22 | |
| BP (BP) | 0.0 | $536k | 13k | 42.03 | |
| Time Warner | 0.0 | $561k | 6.1k | 91.47 | |
| Corning Incorporated (GLW) | 0.0 | $557k | 17k | 31.99 | |
| BlackRock (BLK) | 0.0 | $586k | 1.1k | 513.71 | |
| Ecolab (ECL) | 0.0 | $558k | 4.2k | 134.18 | |
| Paychex (PAYX) | 0.0 | $628k | 9.2k | 68.08 | |
| T. Rowe Price (TROW) | 0.0 | $507k | 4.8k | 104.93 | |
| Unum (UNM) | 0.0 | $562k | 10k | 54.89 | |
| Tyson Foods (TSN) | 0.0 | $531k | 6.6k | 81.07 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $613k | 3.2k | 189.88 | |
| McKesson Corporation (MCK) | 0.0 | $490k | 3.1k | 155.95 | |
| eBay (EBAY) | 0.0 | $645k | 17k | 37.74 | |
| Biogen Idec (BIIB) | 0.0 | $677k | 2.1k | 318.57 | |
| Danaher Corporation (DHR) | 0.0 | $493k | 5.3k | 92.82 | |
| Roper Industries (ROP) | 0.0 | $630k | 2.4k | 259.00 | |
| MetLife (MET) | 0.0 | $652k | 13k | 50.56 | |
| iShares Russell Midcap Index Fund (IWR) | 0.0 | $528k | 2.5k | 208.13 | |
| Powershares Exchange | 0.0 | $607k | 18k | 33.66 | |
| Eaton (ETN) | 0.0 | $496k | 6.3k | 79.01 | |
| Yum China Holdings (YUMC) | 0.0 | $489k | 12k | 40.02 | |
| Goldman Sachs (GS) | 0.0 | $327k | 1.3k | 254.76 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $312k | 6.1k | 51.37 | |
| Caterpillar (CAT) | 0.0 | $383k | 2.4k | 157.58 | |
| Costco Wholesale Corporation (COST) | 0.0 | $449k | 2.4k | 186.12 | |
| CSX Corporation (CSX) | 0.0 | $432k | 7.9k | 55.01 | |
| Baxter International (BAX) | 0.0 | $425k | 6.6k | 64.64 | |
| National-Oilwell Var | 0.0 | $327k | 9.1k | 36.02 | |
| Raytheon Company | 0.0 | $484k | 2.6k | 187.85 | |
| Rockwell Collins | 0.0 | $354k | 2.6k | 135.62 | |
| Air Products & Chemicals (APD) | 0.0 | $431k | 2.6k | 164.08 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $430k | 1.3k | 321.05 | |
| CIGNA Corporation | 0.0 | $416k | 2.0k | 203.09 | |
| UnitedHealth (UNH) | 0.0 | $428k | 1.9k | 220.46 | |
| Qualcomm (QCOM) | 0.0 | $412k | 6.4k | 64.02 | |
| Murphy Oil Corporation (MUR) | 0.0 | $309k | 10k | 31.05 | |
| Prudential Financial (PRU) | 0.0 | $371k | 3.2k | 114.98 | |
| Franklin Street Properties (FSP) | 0.0 | $430k | 40k | 10.74 | |
| Public Service Enterprise (PEG) | 0.0 | $373k | 7.2k | 51.50 | |
| BHP Billiton (BHP) | 0.0 | $321k | 7.0k | 45.99 | |
| Rockwell Automation (ROK) | 0.0 | $389k | 2.0k | 196.35 | |
| PowerShares QQQ Trust, Series 1 | 0.0 | $301k | 1.9k | 155.76 | |
| Vanguard Total Stock Market ETF (VTI) | 0.0 | $479k | 3.5k | 137.25 | |
| SPDR S&P Dividend (SDY) | 0.0 | $386k | 4.1k | 94.48 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.0 | $436k | 5.1k | 85.63 | |
| iShares Dow Jones US Technology (IYW) | 0.0 | $316k | 1.9k | 162.77 | |
| Huntington Ingalls Inds (HII) | 0.0 | $381k | 1.6k | 235.70 | |
| Credit Suisse Nassau Brh invrs vix mdterm | 0.0 | $325k | 3.7k | 88.65 | |
| FLEXSHARES TR MORNSTAR usmkt (TILT) | 0.0 | $313k | 2.8k | 111.90 | |
| Mondelez Int (MDLZ) | 0.0 | $397k | 9.3k | 42.80 | |
| Palo Alto Networks (PANW) | 0.0 | $298k | 2.1k | 144.94 | |
| Allergan | 0.0 | $410k | 2.5k | 163.58 | |
| Ishares Msci Japan (EWJ) | 0.0 | $367k | 6.1k | 59.93 | |
| China Mobile | 0.0 | $202k | 4.0k | 50.54 | |
| Broadridge Financial Solutions (BR) | 0.0 | $232k | 2.6k | 90.58 | |
| Monsanto Company | 0.0 | $228k | 1.9k | 116.78 | |
| Waste Management (WM) | 0.0 | $271k | 3.1k | 86.30 | |
| Dominion Resources (D) | 0.0 | $264k | 3.3k | 81.06 | |
| Cardinal Health (CAH) | 0.0 | $289k | 4.7k | 61.27 | |
| Edwards Lifesciences (EW) | 0.0 | $235k | 2.1k | 112.71 | |
| LKQ Corporation (LKQ) | 0.0 | $218k | 5.4k | 40.67 | |
| Teradata Corporation (TDC) | 0.0 | $203k | 5.3k | 38.46 | |
| Dun & Bradstreet Corporation | 0.0 | $250k | 2.1k | 118.41 | |
| Valero Energy Corporation (VLO) | 0.0 | $225k | 2.5k | 91.91 | |
| Novartis (NVS) | 0.0 | $235k | 2.8k | 83.96 | |
| Royal Dutch Shell | 0.0 | $271k | 4.1k | 66.71 | |
| Unilever | 0.0 | $218k | 3.9k | 56.32 | |
| Stericycle (SRCL) | 0.0 | $214k | 3.2k | 67.99 | |
| Clorox Company (CLX) | 0.0 | $205k | 1.4k | 148.74 | |
| Seagate Technology Com Stk | 0.0 | $264k | 6.3k | 41.84 | |
| DTE Energy Company (DTE) | 0.0 | $214k | 2.0k | 109.46 | |
| Scripps Networks Interactive | 0.0 | $237k | 2.8k | 85.38 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.0 | $215k | 1.9k | 110.74 | |
| iShares MSCI EAFE Value Index (EFV) | 0.0 | $217k | 3.9k | 55.20 | |
| iShares MSCI ACWI Index Fund (ACWI) | 0.0 | $209k | 2.9k | 72.09 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.0 | $204k | 2.4k | 83.85 | |
| Vanguard Information Technology ETF (VGT) | 0.0 | $264k | 1.6k | 164.73 | |
| SPDR DJ International Real Estate ETF (RWX) | 0.0 | $225k | 5.6k | 40.49 | |
| Invesco Van Kampen Trust for IGNYM Fund (VTN) | 0.0 | $287k | 21k | 13.72 | |
| Workday Inc cl a (WDAY) | 0.0 | $258k | 2.5k | 101.74 | |
| Flexshares Tr qualt divd idx (QDF) | 0.0 | $233k | 5.2k | 45.03 | |
| Paypal Holdings (PYPL) | 0.0 | $228k | 3.1k | 73.62 | |
| Delphi Automotive Inc international (APTV) | 0.0 | $261k | 3.1k | 84.83 | |
| Danaher Corp Del debt | 0.0 | $75k | 21k | 3.55 |
