
Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
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1,933,795 | +503,910 | $861,912 |
IVV | 1,933,795 | +503,910 | $861,912 |
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2,011,440 | +3,697 | $300,992 |
RSP | 2,011,440 | +3,697 | $300,992 |
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1,260,857 | +162,733 | $134,571 |
MUB | 1,260,857 | +162,733 | $134,571 |
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2,381,037 | +225,535 | $117,361 |
IEMG | 2,381,037 | +225,535 | $117,361 |
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3,128,007 | -510,546 | $113,140 |
SPYX | 3,128,007 | -510,546 | $113,140 |
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372,727 | +32,977 | $72,298 |
AAPL | 372,727 | +32,977 | $72,298 |
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162,515 | +11,829 | $55,343 |
MSFT | 162,515 | +11,829 | $55,343 |
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312,367 | UNCH | $37,865 |
CCF | 312,367 | UNCH | $37,865 |
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$34,269 | ||
BRK.B | 59,496 | +1,327 | $20,288 |
BRK.A | 27 | +10 | $13,981 |
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77,038 | -363 | $34,149 |
SPY | 77,038 | -363 | $34,149 |
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342,167 | +341,655 | $33,515 |
AGG | 342,167 | +341,655 | $33,515 |
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58,154 | +9,844 | $18,065 |
HD | 58,154 | +9,844 | $18,065 |
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129,580 | +14,550 | $16,892 |
AMZN | 129,580 | +14,550 | $16,892 |
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106,890 | +9,368 | $15,546 |
JPM | 106,890 | +9,368 | $15,546 |
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99,501 | +7,385 | $15,098 |
PG | 99,501 | +7,385 | $15,098 |
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120,129 | +10,827 | $14,379 |
GOOGL | 120,129 | +10,827 | $14,379 |
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121,521 | +7,801 | $13,248 |
ABT | 121,521 | +7,801 | $13,248 |
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79,544 | +11,330 | $13,166 |
JNJ | 79,544 | +11,330 | $13,166 |
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107,198 | +4,768 | $12,968 |
GOOG | 107,198 | +4,768 | $12,968 |
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111,387 | -1,275,946 | $11,100 |
IJR | 111,387 | -1,275,946 | $11,100 |
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254,807 | -2,380 | $10,750 |
B | 254,807 | -2,380 | $10,750 |
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91,577 | +4,560 | $9,822 |
XOM | 91,577 | +4,560 | $9,822 |
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72,375 | +9,606 | $9,751 |
ABBV | 72,375 | +9,606 | $9,751 |
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157,304 | UNCH | $9,081 |
VGSH | 157,304 | UNCH | $9,081 |
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20,895 | +1,135 | $8,839 |
NVDA | 20,895 | +1,135 | $8,839 |
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30,527 | +75 | $8,400 |
IWF | 30,527 | +75 | $8,400 |
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98,670 | +1,739 | $8,366 |
TJX | 98,670 | +1,739 | $8,366 |
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81,442 | -163,149 | $8,100 |
BILS | 81,442 | -163,149 | $8,100 |
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67,883 | +11,214 | $7,833 |
MRK | 67,883 | +11,214 | $7,833 |
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16,552 | +202 | $7,763 |
LLY | 16,552 | +202 | $7,763 |
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41,169 | +6,808 | $7,625 |
PEP | 41,169 | +6,808 | $7,625 |
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32,703 | -248 | $7,188 |
ADP | 32,703 | -248 | $7,188 |
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39,914 | +7,770 | $6,953 |
AXP | 39,914 | +7,770 | $6,953 |
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46,900 | +696 | $6,779 |
AMAT | 46,900 | +696 | $6,779 |
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22,582 | +7,064 | $6,739 |
MCD | 22,582 | +7,064 | $6,739 |
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87,729 | +4,164 | $6,729 |
GIS | 87,729 | +4,164 | $6,729 |
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13,691 | +4,861 | $6,580 |
UNH | 13,691 | +4,861 | $6,580 |
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36,651 | +1,935 | $5,953 |
VIG | 36,651 | +1,935 | $5,953 |
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32,153 | UNCH | $5,732 |
GLD | 32,153 | UNCH | $5,732 |
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13,353 | +333 | $5,252 |
MA | 13,353 | +333 | $5,252 |
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100,747 | +8,788 | $5,213 |
CSCO | 100,747 | +8,788 | $5,213 |
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140,905 | +671 | $5,168 |
PFE | 140,905 | +671 | $5,168 |
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9,628 | +669 | $5,023 |
TMO | 9,628 | +669 | $5,023 |
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15,015 | +667 | $4,987 |
AMP | 15,015 | +667 | $4,987 |
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30,060 | -243 | $4,725 |
WMT | 30,060 | -243 | $4,725 |
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21,145 | -60 | $4,658 |
VTI | 21,145 | -60 | $4,658 |
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18,600 | +1,663 | $4,464 |
DHR | 18,600 | +1,663 | $4,464 |
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24,366 | +818 | $4,386 |
TXN | 24,366 | +818 | $4,386 |
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127,706 | +18,813 | $4,270 |
INTC | 127,706 | +18,813 | $4,270 |
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70,314 | +2,645 | $4,234 |
KO | 70,314 | +2,645 | $4,234 |
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
![]() At 06/30/2023: $2,391,819 At 03/31/2023: $2,071,195 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 |