Choate Investment Advisors Top Holdings and 13F Report (2024) → Time is Running Out - June 25th Deadline Approaching! (From Paradigm Press) (Ad) About Choate Investment AdvisorsInvestment ActivityChoate Investment Advisors has $3.71 billion in total holdings as of March 31, 2024.Choate Investment Advisors owns shares of 405 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 11.44% of the portfolio was purchased this quarter.About 6.05% of the portfolio was sold this quarter.This quarter, Choate Investment Advisors has purchased 379 new stocks and bought additional shares in 140 stocks.Choate Investment Advisors sold shares of 148 stocks and completely divested from 29 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $1,401,207,140Invesco S&P 500 Equal Weight ETF $199,900,908iShares National Muni Bond ETF $153,795,262Microsoft $130,507,302SPDR S&P Fossil Fuel Reserves Free ETF $117,689,629 Largest New Holdings this Quarter iShares Short-Term National Muni Bond ETF $17,586,590 HoldingVanguard Small-Cap Value ETF $4,688,024 HoldingVanguard Health Care ETF $3,770,002 HoldingiShares Core S&P Total U.S. Stock Market ETF $2,910,539 HoldingVanguard High Dividend Yield ETF $2,866,576 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 240,328 shares (about $126.35M)iShares Core S&P Small-Cap ETF 261,817 shares (about $28.94M)iShares National Muni Bond ETF 201,000 shares (about $21.63M)Vanguard Total Stock Market ETF 76,329 shares (about $19.84M)iShares Short-Term National Muni Bond ETF 167,923 shares (about $17.59M) Largest Sales this Quarter iShares Core MSCI Emerging Markets ETF 2,298,444 shares (about $118.60M)iShares Core U.S. Aggregate Bond ETF 264,022 shares (about $25.86M)NVIDIA 8,812 shares (about $7.96M)Applied Materials 23,422 shares (about $4.83M)Micron Technology 30,430 shares (about $3.59M) Sector Allocation Over TimeMap of 500 Largest Holdings ofChoate Investment Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$1,401,207,140$126,347,639 ▲9.9%2,665,26037.7%ETFRSPInvesco S&P 500 Equal Weight ETF$199,900,908$1,632,388 ▼-0.8%1,180,2625.4%ETFMUBiShares National Muni Bond ETF$153,795,262$21,627,600 ▲16.4%1,429,3244.1%ETFMSFTMicrosoft$130,507,302$2,585,324 ▲2.0%310,2003.5%Computer and TechnologySPYXSPDR S&P Fossil Fuel Reserves Free ETF$117,689,629$943,397 ▼-0.8%2,749,7583.2%ETFAAPLApple$100,868,485$1,636,948 ▼-1.6%588,2232.7%Computer and TechnologyNVDANVIDIA$80,765,656$7,962,175 ▼-9.0%89,3862.2%Computer and TechnologyAMZNAmazon.com$70,046,177$1,877,934 ▲2.8%388,3261.9%Retail/WholesalePGProcter & Gamble$52,350,023$13,962,927 ▲36.4%322,6501.4%Consumer StaplesSPYSPDR S&P 500 ETF Trust$50,409,374$7,985,198 ▲18.8%96,3721.4%FinanceGOOGLAlphabet$48,461,360$645,980 ▼-1.3%321,0851.3%Computer and TechnologyHDHome Depot$47,594,657$3,552,126 ▲8.1%124,0741.3%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$37,850,005$28,936,015 ▲324.6%342,4721.0%ETFGOOGAlphabet$30,988,869$2,580,198 ▲9.1%203,5260.8%Computer and TechnologyJNJJohnson & Johnson$29,520,301$81,626 ▼-0.3%186,6130.8%MedicalVVisa$28,932,432$501,226 ▲1.8%103,6710.8%Business ServicesBRK.BBerkshire Hathaway$28,556,252$444,910 ▲1.6%67,9070.8%FinanceVTIVanguard Total Stock Market ETF$25,395,042$19,837,870 ▲357.0%97,7110.7%ETFPEPPepsiCo$25,189,034$131,433 ▲0.5%143,9290.7%Consumer StaplesJPMJPMorgan Chase & Co.$23,336,953$1,796,691 ▼-7.1%116,5100.6%FinanceCNICanadian National Railway$20,363,900$391,836 ▲2.0%154,6120.5%TransportationABTAbbott Laboratories$19,951,535$1,900,054 ▲10.5%175,5370.5%MedicalTMOThermo Fisher Scientific$18,914,898$5,118,135 ▲37.1%32,5440.5%MedicalSUBiShares Short-Term National Muni Bond ETF$17,586,590$17,586,590 ▲New Holding167,9230.5%ETFVEAVanguard FTSE Developed Markets ETF$17,223,774$12,387,282 ▲256.1%343,3080.5%ETFBRK.ABerkshire Hathaway$17,129,8800.0%270.5%FinanceATRAptarGroup$16,575,528$137,990 ▼-0.8%115,1960.4%Industrial ProductsBILSSPDR Bloomberg 3-12 Month T-Bill ETF$16,187,465$993,405 ▲6.5%162,8190.4%ETFLLYEli Lilly and Company$15,262,019$10,891 ▲0.1%19,6180.4%MedicalTJXTJX Companies$15,254,075$2,737,427 ▲21.9%150,4050.4%Retail/WholesaleNKENIKE$14,837,180$1,456,125 ▲10.9%157,8760.4%Consumer DiscretionaryEWEdwards Lifesciences$14,687,425$202,301 ▲1.4%153,6980.4%MedicalMAMastercard$14,447,100$3,531,834 ▲32.4%30,0000.4%Business ServicesAXPAmerican Express$13,897,287$35,747 ▲0.3%61,0360.4%FinanceIWFiShares Russell 1000 Growth ETF$13,378,863$76,510 ▼-0.6%39,6940.4%ETFUNHUnitedHealth Group$13,180,950$1,776,984 ▲15.6%26,6440.4%MedicalMETAMeta Platforms$13,043,650$89,347 ▲0.7%26,8620.4%Computer and TechnologyFIFiserv$13,015,901$5,808,978 ▲80.6%81,4410.4%Business ServicesWMTWalmart$12,842,865$9,711,618 ▲310.2%213,4430.3%Retail/WholesaleABBVAbbVie$12,539,588$1,128,838 ▼-8.3%68,8610.3%MedicalAGGiShares Core U.S. Aggregate Bond ETF$12,455,422$25,858,316 ▼-67.5%127,1740.3%FinanceEMREmerson Electric$11,432,379$20,642 ▲0.2%100,7970.3%Industrial ProductsXOMExxon Mobil$11,009,323$260,145 ▲2.4%94,7120.3%Oils/EnergyUNPUnion Pacific$10,966,851$1,103,497 ▼-9.1%44,5930.3%TransportationIJHiShares Core S&P Mid-Cap ETF$10,948,992$10,902,890 ▲23,649.7%180,2600.3%ETFQQQInvesco QQQ$10,809,894$6,794,702 ▲169.2%24,3460.3%FinanceDHRDanaher$10,730,468$1,668,629 ▲18.4%42,9700.3%Multi-Sector ConglomeratesMRKMerck & Co., Inc.$10,628,177$119,283 ▲1.1%80,5470.3%MedicalVOOVanguard S&P 500 ETF$10,551,914$8,106,097 ▲331.4%21,9510.3%ETFALCAlcon$10,004,224$795,420 ▼-7.4%120,1130.3%MedicalTXNTexas Instruments$9,613,779$2,283,371 ▲31.1%55,1850.3%Computer and TechnologyADPAutomatic Data Processing$9,570,287$335,151 ▲3.6%38,3210.3%Business ServicesEPDEnterprise Products Partners$9,414,721$1,050,976 ▼-10.0%322,6430.3%Oils/EnergyVIGVanguard Dividend Appreciation ETF$9,389,324$2,247,762 ▲31.5%51,4170.3%ETFKDPKeurig Dr Pepper$9,302,051$38,767 ▲0.4%303,2950.3%Consumer StaplesDISWalt Disney$9,070,547$919,046 ▲11.3%74,1300.2%Consumer DiscretionaryECLEcolab$8,787,455$262,998 ▲3.1%38,0570.2%Basic MaterialsCOPConocoPhillips$8,716,116$254,687 ▲3.0%68,4800.2%Oils/EnergyLINDE PLC$8,365,653$1,595,868 ▲23.6%18,0170.2%SHSVGSHVanguard Short-Term Treasury Index ETF$8,227,6480.0%141,6850.2%ETFGLDSPDR Gold Shares$8,059,904$62,539 ▼-0.8%39,1790.2%FinanceSCHWCharles Schwab$7,944,089$1,387,988 ▲21.2%109,8160.2%FinanceBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$7,914,170$6,291,054 ▲387.6%86,2110.2%ETFVTVanguard Total World Stock ETF$7,824,481$4,030,365 ▲106.2%70,8100.2%ETFWCNWaste Connections$7,804,610$4,890,588 ▲167.8%45,3730.2%Business ServicesHONHoneywell International$7,797,858$1,367,581 ▲21.3%37,9920.2%Multi-Sector ConglomeratesBBarnes Group$7,662,1880.0%206,2500.2%Industrial ProductsAMPAmeriprise Financial$7,389,468$27,183 ▼-0.4%16,8540.2%FinanceGISGeneral Mills$6,749,656$207,251 ▲3.2%96,4650.2%Consumer StaplesAMTAmerican Tower$6,746,278$184,350 ▲2.8%34,1430.2%FinanceEOGEOG Resources$6,641,288$1,114,637 ▲20.2%51,9500.2%Oils/EnergyTYLTyler Technologies$6,596,221$123,679 ▲1.9%15,5200.2%Computer and TechnologyMCDMcDonald's$6,467,087$153,663 ▼-2.3%22,9370.2%Retail/WholesaleCPCanadian Pacific Kansas City$6,349,122$1,237,642 ▲24.2%72,0100.2%TransportationCOSTCostco Wholesale$6,232,483$156,050 ▼-2.4%8,5070.2%Retail/WholesaleSBUXStarbucks$6,231,153$1,730,470 ▲38.4%68,1820.2%Retail/WholesaleCSCOCisco Systems$6,155,750$61,339 ▲1.0%123,3370.2%Computer and TechnologyCVXChevron$5,840,166$1,625,195 ▲38.6%37,0240.2%Oils/EnergyUSMViShares MSCI USA Min Vol Factor ETF$5,762,564$4,601,392 ▲396.3%68,9470.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$5,698,085$118,599,715 ▼-95.4%110,4280.2%ETFNVONovo Nordisk A/S$5,679,646$122,879 ▲2.2%44,2340.2%MedicalAMATApplied Materials$5,377,241$4,830,319 ▼-47.3%26,0740.1%Computer and TechnologyINTCIntel$5,293,819$957,429 ▼-15.3%119,8510.1%Computer and TechnologySPGIS&P Global$5,291,747$100,832 ▲1.9%12,4380.1%Business ServicesAMGNAmgen$5,113,780$283,751 ▼-5.3%17,9860.1%MedicalTSMTaiwan Semiconductor Manufacturing$5,013,306$952,894 ▲23.5%36,8490.1%Computer and TechnologyACNAccenture$4,953,404$138,644 ▲2.9%14,2910.1%Business ServicesPARPAR Technology$4,896,839$3,344,756 ▼-40.6%107,9550.1%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$4,822,646$67,217 ▲1.4%32,6450.1%ETFVUGVanguard Growth ETF$4,741,692$416,137 ▲9.6%13,7760.1%ETFVBRVanguard Small-Cap Value ETF$4,688,024$4,688,024 ▲New Holding24,4320.1%ETFXLIIndustrial Select Sector SPDR Fund$4,659,008$413,149 ▲9.7%36,9880.1%ETFGGGGraco$4,582,465$605,811 ▼-11.7%49,0310.1%Industrial ProductsORCLOracle$4,440,942$860,177 ▼-16.2%35,3550.1%Computer and TechnologyALLAllstate$4,238,053$6,055 ▼-0.1%24,4960.1%FinanceVNTVontier$4,099,410$185,432 ▲4.7%90,3750.1%Business ServicesEFAiShares MSCI EAFE ETF$4,065,114$1,321,284 ▼-24.5%50,9030.1%FinancePFEPfizer$4,056,911$432,595 ▼-9.6%146,1950.1%MedicalMTDMettler-Toledo International$4,033,809$721,559 ▼-15.2%3,0300.1%Computer and TechnologyKOCoca-Cola$3,985,265$144,630 ▼-3.5%65,1400.1%Consumer StaplesShowing largest 100 holdings. 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