HoldingsChannel.com
| Entity | Amount | Change
12/31/2018 to 03/31/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
1,669,888 | +17,135 | $475,183 |
| IVV | 1,669,888 | +17,135 | $475,183 |
| INVESCO EXCHNG TRADED FD TR (USLB) |
4,700,694 | -393,497 | $149,647 |
| USLB | 4,700,694 | -393,497 | $149,647 |
| VANGUARD SCOTTSDALE FDS (VGIT) |
1,708,925 | +967,508 | $110,191 |
| VGIT | 1,708,925 | +967,508 | $110,191 |
| INVESCO EXCHNG TRADED FD TR (IDLB) |
3,567,689 | -496,126 | $100,002 |
| IDLB | 3,567,689 | -496,126 | $100,002 |
| INVESCO EXCHNG TRADED FD TR (EQAL) |
2,615,333 | +62,133 | $84,135 |
| EQAL | 2,615,333 | +62,133 | $84,135 |
| SPDR SER TR (SPYX) |
735,786 | +56,536 | $50,210 |
| SPYX | 735,786 | +56,536 | $50,210 |
| INVESCO EXCHNG TRADED FD TR (USEQ) |
1,672,402 | -65,322 | $45,872 |
| USEQ | 1,672,402 | -65,322 | $45,872 |
| ISHARES TR (IJR) |
528,471 | -145,936 | $40,772 |
| IJR | 528,471 | -145,936 | $40,772 |
| ISHARES INC (EEMV) |
590,075 | -17,905 | $34,974 |
| EEMV | 590,075 | -17,905 | $34,974 |
| ISHARES INC (EEMS) |
708,240 | -204,232 | $31,871 |
| EEMS | 708,240 | -204,232 | $31,871 |
| CHASE CORP |
302,383 | +81,392 | $27,983 |
| CCF | 302,383 | +81,392 | $27,983 |
| ISHARES TR (USMV) |
365,989 | +157,359 | $21,520 |
| USMV | 365,989 | +157,359 | $21,520 |
| APPLE INC |
108,660 | +20,774 | $20,640 |
| AAPL | 108,660 | +20,774 | $20,640 |
| SPDR S&P 500 ETF TR (SPY) |
72,467 | -1,963 | $20,470 |
| SPY | 72,467 | -1,963 | $20,470 |
| SPDR SERIES TRUST (EBND) |
740,548 | +312,687 | $19,928 |
| EBND | 740,548 | +312,687 | $19,928 |
| GOLDMAN SACHS ETF TR (GEM) |
564,228 | -42,679 | $18,360 |
| GEM | 564,228 | -42,679 | $18,360 |
| ISHARES INC (IEMG) |
347,320 | +194,786 | $17,960 |
| IEMG | 347,320 | +194,786 | $17,960 |
 BERKSHIRE HATHAWAY INC DEL |
$16,339 | ||
| BRK.B | 51,346 | -756 | $10,315 |
| BRK.A | 20 | +2 | $6,024 |
| MICROSOFT CORP |
122,571 | +8,639 | $14,456 |
| MSFT | 122,571 | +8,639 | $14,456 |
| JOHNSON & JOHNSON |
87,339 | -651 | $12,209 |
| JNJ | 87,339 | -651 | $12,209 |
| FIRST TR EXCHANGE TRADED FD (FDN) |
85,167 | -81,122 | $11,830 |
| FDN | 85,167 | -81,122 | $11,830 |
| EXXON MOBIL CORP |
130,114 | +14,836 | $10,513 |
| XOM | 130,114 | +14,836 | $10,513 |
| JPMORGAN CHASE & CO |
102,448 | +1,984 | $10,371 |
| JPM | 102,448 | +1,984 | $10,371 |
| INTEL CORP |
189,595 | +6,824 | $10,181 |
| INTC | 189,595 | +6,824 | $10,181 |
| AT&T INC |
314,962 | +5,283 | $9,877 |
| T | 314,962 | +5,283 | $9,877 |
| PROCTER AND GAMBLE CO |
87,784 | +8,756 | $9,134 |
| PG | 87,784 | +8,756 | $9,134 |
| ABBOTT LABS |
99,535 | +1,444 | $7,957 |
| ABT | 99,535 | +1,444 | $7,957 |
| AMAZON COM INC |
4,274 | +219 | $7,611 |
| AMZN | 4,274 | +219 | $7,611 |
| ISHARES TR (IEFA) |
124,009 | -688,067 | $7,536 |
| IEFA | 124,009 | -688,067 | $7,536 |
| SPDR S&P MIDCAP 400 ETF TR (MDY) |
21,643 | -5,627 | $7,475 |
| MDY | 21,643 | -5,627 | $7,475 |
| PFIZER INC |
163,171 | -295 | $6,930 |
| PFE | 163,171 | -295 | $6,930 |
| SELECT SECTOR SPDR TR (XLV) |
74,784 | -13,351 | $6,861 |
| XLV | 74,784 | -13,351 | $6,861 |
| ISHARES TR (EFA) |
102,670 | -12,866 | $6,659 |
| EFA | 102,670 | -12,866 | $6,659 |
| HOME DEPOT INC |
33,816 | +2,810 | $6,489 |
| HD | 33,816 | +2,810 | $6,489 |
| ANALOG DEVICES INC |
60,889 | +7,500 | $6,410 |
| ADI | 60,889 | +7,500 | $6,410 |
| MERCK & CO INC |
76,756 | +4,689 | $6,384 |
| MRK | 76,756 | +4,689 | $6,384 |
| AUTOMATIC DATA PROCESSING IN |
38,671 | +5,917 | $6,177 |
| ADP | 38,671 | +5,917 | $6,177 |
| CISCO SYS INC |
113,339 | +7,388 | $6,119 |
| CSCO | 113,339 | +7,388 | $6,119 |
| ALPHABET INC |
4,810 | +486 | $5,644 |
| GOOG | 4,810 | +486 | $5,644 |
| ALPHABET INC |
4,751 | +172 | $5,591 |
| GOOGL | 4,751 | +172 | $5,591 |
| ABBVIE INC |
65,123 | +2,049 | $5,248 |
| ABBV | 65,123 | +2,049 | $5,248 |
| VANGUARD TAX MANAGED INTL FD (VEA) |
122,930 | -9,059 | $5,024 |
| VEA | 122,930 | -9,059 | $5,024 |
| AMERICAN EXPRESS CO |
43,618 | +995 | $4,767 |
| AXP | 43,618 | +995 | $4,767 |
| VANECK VECTORS ETF TR (XMPT) |
181,505 | -102,730 | $4,735 |
| XMPT | 181,505 | -102,730 | $4,735 |
| 3M CO |
21,849 | +1,287 | $4,540 |
| MMM | 21,849 | +1,287 | $4,540 |
| COGNIZANT TECHNOLOGY SOLUTIO |
61,153 | -3,864 | $4,431 |
| CTSH | 61,153 | -3,864 | $4,431 |
| UNITED TECHNOLOGIES CORP |
31,721 | +1,948 | $4,089 |
| UTX | 31,721 | +1,948 | $4,089 |
| AFLAC INC |
80,741 | +3,249 | $4,037 |
| AFL | 80,741 | +3,249 | $4,037 |
| GENERAL MLS INC |
77,291 | +1,549 | $4,000 |
| GIS | 77,291 | +1,549 | $4,000 |
| SPDR GOLD TRUST (GLD) |
32,228 | +32,228 | $3,932 |
| GLD | 32,228 | +32,228 | $3,932 |
See Full List: All Stocks Held By Choate Investment Advisors
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Choate Investment Advisors
|
Size ($ in 1000's)
At 03/31/2019: $1,691,406 At 12/31/2018: $1,553,440 Choate Investment Advisors holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Choate Investment Advisors 13F filings. Link to 13F filings: SEC filings |
