HoldingsChannel.com
| Entity | Amount | Change
06/30/2019 to 09/30/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
1,592,918 | -21,439 | $475,518 |
| IVV | 1,592,918 | -21,439 | $475,518 |
| VANGUARD SCOTTSDALE FDS (VGIT) |
2,229,818 | +148,963 | $148,662 |
| VGIT | 2,229,818 | +148,963 | $148,662 |
| INVESCO EXCHNG TRADED FD TR (USLB) |
2,799,649 | -532,246 | $94,040 |
| USLB | 2,799,649 | -532,246 | $94,040 |
| INVESCO EXCHNG TRADED FD TR (EQAL) |
2,411,198 | -14,355 | $77,327 |
| EQAL | 2,411,198 | -14,355 | $77,327 |
| SPDR SERIES TRUST (SPYX) |
775,995 | +26,249 | $56,379 |
| SPYX | 775,995 | +26,249 | $56,379 |
| ISHARES TR (USMV) |
742,942 | -21,797 | $47,623 |
| USMV | 742,942 | -21,797 | $47,623 |
| ISHARES INC (IEMG) |
866,511 | +195,022 | $42,476 |
| IEMG | 866,511 | +195,022 | $42,476 |
| INVESCO EXCHNG TRADED FD TR (IDLB) |
1,354,677 | -738,110 | $37,159 |
| IDLB | 1,354,677 | -738,110 | $37,159 |
| ISHARES TR (IJR) |
461,824 | -2,261 | $35,948 |
| IJR | 461,824 | -2,261 | $35,948 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
316,720 | +68,857 | $34,231 |
| RSP | 316,720 | +68,857 | $34,231 |
| CHASE CORP |
299,383 | -600 | $32,750 |
| CCF | 299,383 | -600 | $32,750 |
| ISHARES INC (EEMV) |
506,076 | -51,348 | $28,892 |
| EEMV | 506,076 | -51,348 | $28,892 |
| SPDR S&P 500 ETF TR (SPY) |
83,648 | -415 | $24,824 |
| SPY | 83,648 | -415 | $24,824 |
| APPLE INC |
106,970 | -3,316 | $23,958 |
| AAPL | 106,970 | -3,316 | $23,958 |
 BERKSHIRE HATHAWAY INC DEL |
$16,907 | ||
| BRK.B | 51,292 | -774 | $10,670 |
| BRK.A | 20 | UNCH | $6,237 |
| GOLDMAN SACHS ETF TR (GEM) |
517,645 | -2,000 | $16,233 |
| GEM | 517,645 | -2,000 | $16,233 |
| INVESCO EXCHNG TRADED FD TR (IDLV) |
462,303 | +94,463 | $15,792 |
| IDLV | 462,303 | +94,463 | $15,792 |
| MICROSOFT CORP |
111,422 | -9,068 | $15,491 |
| MSFT | 111,422 | -9,068 | $15,491 |
| INVESCO EXCHNG TRADED FD TR (USEQ) |
480,939 | -212,115 | $13,711 |
| USEQ | 480,939 | -212,115 | $13,711 |
| JPMORGAN CHASE & CO |
99,250 | -989 | $11,681 |
| JPM | 99,250 | -989 | $11,681 |
| JOHNSON & JOHNSON |
85,273 | -1,524 | $11,033 |
| JNJ | 85,273 | -1,524 | $11,033 |
| PROCTER & GAMBLE CO |
85,799 | -1,746 | $10,672 |
| PG | 85,799 | -1,746 | $10,672 |
| INTEL CORP |
182,396 | -7,141 | $9,399 |
| INTC | 182,396 | -7,141 | $9,399 |
| EXXON MOBIL CORP |
128,328 | +68 | $9,061 |
| XOM | 128,328 | +68 | $9,061 |
| FIRST TR EXCHANGE TRADED FD (FDN) |
60,901 | -8,956 | $8,200 |
| FDN | 60,901 | -8,956 | $8,200 |
| ABBOTT LABS |
96,474 | -1,278 | $8,072 |
| ABT | 96,474 | -1,278 | $8,072 |
| HOME DEPOT INC |
33,353 | -463 | $7,739 |
| HD | 33,353 | -463 | $7,739 |
| AT&T INC |
203,517 | -110,570 | $7,701 |
| T | 203,517 | -110,570 | $7,701 |
| AMAZON COM INC |
4,340 | +87 | $7,534 |
| AMZN | 4,340 | +87 | $7,534 |
| ISHARES TR (IEFA) |
122,234 | -620 | $7,465 |
| IEFA | 122,234 | -620 | $7,465 |
| ANALOG DEVICES INC |
60,889 | UNCH | $6,803 |
| ADI | 60,889 | UNCH | $6,803 |
| SELECT SECTOR SPDR TR (XLV) |
74,729 | +1,730 | $6,735 |
| XLV | 74,729 | +1,730 | $6,735 |
| SPDR S&P MIDCAP 400 ETF TR (MDY) |
18,855 | -700 | $6,646 |
| MDY | 18,855 | -700 | $6,646 |
| MERCK & CO INC |
74,504 | -3,500 | $6,272 |
| MRK | 74,504 | -3,500 | $6,272 |
| AUTOMATIC DATA PROCESSING IN |
36,310 | -1,979 | $5,861 |
| ADP | 36,310 | -1,979 | $5,861 |
| ALPHABET INC |
4,713 | -45 | $5,745 |
| GOOG | 4,713 | -45 | $5,745 |
| ALPHABET INC |
4,659 | -54 | $5,689 |
| GOOGL | 4,659 | -54 | $5,689 |
| PFIZER INC |
153,900 | -7,124 | $5,530 |
| PFE | 153,900 | -7,124 | $5,530 |
| CISCO SYS INC |
109,122 | -3,795 | $5,392 |
| CSCO | 109,122 | -3,795 | $5,392 |
| ISHARES TR (EFA) |
79,180 | -14,743 | $5,163 |
| EFA | 79,180 | -14,743 | $5,163 |
| AMERICAN EXPRESS CO |
42,759 | -859 | $5,058 |
| AXP | 42,759 | -859 | $5,058 |
| ISHARES INC (EEMS) |
115,441 | -143,118 | $4,861 |
| EEMS | 115,441 | -143,118 | $4,861 |
| ABBVIE INC |
59,794 | -3,036 | $4,528 |
| ABBV | 59,794 | -3,036 | $4,528 |
| SPDR GOLD TRUST (GLD) |
32,228 | UNCH | $4,476 |
| GLD | 32,228 | UNCH | $4,476 |
| VANGUARD TAX MANAGED INTL FD (VEA) |
105,492 | +2,846 | $4,334 |
| VEA | 105,492 | +2,846 | $4,334 |
| GENERAL MLS INC |
77,291 | UNCH | $4,260 |
| GIS | 77,291 | UNCH | $4,260 |
| MCDONALDS CORP |
18,908 | -1,365 | $4,060 |
| MCD | 18,908 | -1,365 | $4,060 |
| PEPSICO INC |
29,246 | -93 | $4,010 |
| PEP | 29,246 | -93 | $4,010 |
| UNITED TECHNOLOGIES CORP |
28,323 | -1,764 | $3,867 |
| UTX | 28,323 | -1,764 | $3,867 |
| AFLAC INC |
70,793 | -9,344 | $3,704 |
| AFL | 70,793 | -9,344 | $3,704 |
See Full List: All Stocks Held By Choate Investment Advisors
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Choate Investment Advisors
|
Size ($ in 1000's)
At 09/30/2019: $1,616,628 At 06/30/2019: $1,670,462 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 |
