HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
2,424,932 | +424,187 | $1,158,220 |
| IVV | 2,424,932 | +424,187 | $1,158,220 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
1,189,900 | -804,056 | $187,766 |
| RSP | 1,189,900 | -804,056 | $187,766 |
| ISHARES TR (MUB) |
1,228,324 | +39,673 | $133,163 |
| MUB | 1,228,324 | +39,673 | $133,163 |
| ISHARES INC (IEMG) |
2,408,872 | +21,902 | $121,841 |
| IEMG | 2,408,872 | +21,902 | $121,841 |
| APPLE INC |
597,769 | +179,652 | $115,088 |
| AAPL | 597,769 | +179,652 | $115,088 |
| MICROSOFT CORP |
304,055 | +105,106 | $114,337 |
| MSFT | 304,055 | +105,106 | $114,337 |
| SPDR SER TR (SPYX) |
2,771,800 | +3,686 | $107,574 |
| SPYX | 2,771,800 | +3,686 | $107,574 |
| AMAZON COM INC |
377,915 | +186,170 | $57,420 |
| AMZN | 377,915 | +186,170 | $57,420 |
| NVIDIA CORPORATION |
98,198 | +68,401 | $48,630 |
| NVDA | 98,198 | +68,401 | $48,630 |
| ALPHABET INC |
325,365 | +174,544 | $45,450 |
| GOOGL | 325,365 | +174,544 | $45,450 |
| HOME DEPOT INC |
114,814 | +51,717 | $39,789 |
| HD | 114,814 | +51,717 | $39,789 |
| ISHARES TR (AGG) |
391,196 | +39,810 | $38,826 |
| AGG | 391,196 | +39,810 | $38,826 |
| SPDR S&P 500 ETF TR (SPY) |
81,106 | -323 | $38,550 |
| SPY | 81,106 | -323 | $38,550 |
 BERKSHIRE HATHAWAY INC DEL |
$38,493 | ||
| BRK.B | 66,849 | +4,339 | $23,842 |
| BRK.A | 27 | UNCH | $14,651 |
| PROCTER AND GAMBLE CO |
236,592 | +130,904 | $34,670 |
| PG | 236,592 | +130,904 | $34,670 |
| JOHNSON & JOHNSON |
187,129 | +96,763 | $29,331 |
| JNJ | 187,129 | +96,763 | $29,331 |
| VISA INC |
101,875 | +77,572 | $26,523 |
| V | 101,875 | +77,572 | $26,523 |
| ALPHABET INC |
186,580 | +43,478 | $26,295 |
| GOOG | 186,580 | +43,478 | $26,295 |
| PEPSICO INC |
143,178 | +95,653 | $24,317 |
| PEP | 143,178 | +95,653 | $24,317 |
| JPMORGAN CHASE & CO |
125,480 | +6,836 | $21,344 |
| JPM | 125,480 | +6,836 | $21,344 |
| CANADIAN NATL RY CO |
151,637 | +135,571 | $19,050 |
| CNI | 151,637 | +135,571 | $19,050 |
| ABBOTT LABS |
158,820 | +32,855 | $17,481 |
| ABT | 158,820 | +32,855 | $17,481 |
| NIKE INC |
142,382 | +104,380 | $15,458 |
| NKE | 142,382 | +104,380 | $15,458 |
| SPDR SER TR (BILS) |
152,827 | +54,348 | $15,148 |
| BILS | 152,827 | +54,348 | $15,148 |
| APTARGROUP INC |
116,155 | +110,012 | $14,359 |
| ATR | 116,155 | +110,012 | $14,359 |
| THERMO FISHER SCIENTIFIC INC |
23,738 | +10,431 | $12,600 |
| TMO | 23,738 | +10,431 | $12,600 |
| UNITEDHEALTH GROUP INC |
23,052 | +2,565 | $12,136 |
| UNH | 23,052 | +2,565 | $12,136 |
| ISHARES TR (IWF) |
39,921 | +2,870 | $12,103 |
| IWF | 39,921 | +2,870 | $12,103 |
| UNION PAC CORP |
49,080 | +29,609 | $12,055 |
| UNP | 49,080 | +29,609 | $12,055 |
| ABBVIE INC |
75,060 | +1,546 | $11,632 |
| ABBV | 75,060 | +1,546 | $11,632 |
| TJX COS INC NEW |
123,414 | +22,948 | $11,577 |
| TJX | 123,414 | +22,948 | $11,577 |
| EDWARDS LIFESCIENCES CORP |
151,581 | +144,264 | $11,558 |
| EW | 151,581 | +144,264 | $11,558 |
| ELI LILLY & CO |
19,604 | +1,445 | $11,428 |
| LLY | 19,604 | +1,445 | $11,428 |
| AMERICAN EXPRESS CO |
60,879 | +98 | $11,405 |
| AXP | 60,879 | +98 | $11,405 |
| ALCON AG |
129,663 | +120,061 | $10,129 |
| ALC | 129,663 | +120,061 | $10,129 |
| KEURIG DR PEPPER INC |
302,031 | +292,885 | $10,064 |
| KDP | 302,031 | +292,885 | $10,064 |
| EMERSON ELEC CO |
100,615 | +77,803 | $9,793 |
| EMR | 100,615 | +77,803 | $9,793 |
| MASTERCARD INCORPORATED |
22,666 | +6,047 | $9,667 |
| MA | 22,666 | +6,047 | $9,667 |
| ENTERPRISE PRODS PARTNERS L |
358,660 | +279,793 | $9,451 |
| EPD | 358,660 | +279,793 | $9,451 |
| META PLATFORMS INC |
26,678 | +11,063 | $9,443 |
| META | 26,678 | +11,063 | $9,443 |
| EXXON MOBIL CORP |
92,474 | +4,740 | $9,246 |
| XOM | 92,474 | +4,740 | $9,246 |
| ISHARES TR (IJR) |
80,655 | -14,706 | $8,731 |
| IJR | 80,655 | -14,706 | $8,731 |
| MERCK & CO INC |
79,643 | +3,253 | $8,683 |
| MRK | 79,643 | +3,253 | $8,683 |
| AUTOMATIC DATA PROCESSING IN |
36,979 | +67 | $8,615 |
| ADP | 36,979 | +67 | $8,615 |
| DANAHER CORPORATION |
36,288 | +14,232 | $8,395 |
| DHR | 36,288 | +14,232 | $8,395 |
| VANGUARD SCOTTSDALE FDS (VGSH) |
141,685 | -15,619 | $8,264 |
| VGSH | 141,685 | -15,619 | $8,264 |
| WALMART INC |
52,040 | +18,737 | $8,204 |
| WMT | 52,040 | +18,737 | $8,204 |
| APPLIED MATLS INC |
49,496 | +347 | $8,022 |
| AMAT | 49,496 | +347 | $8,022 |
| PAR TECHNOLOGY CORP |
181,693 | +175,493 | $7,911 |
| PAR | 181,693 | +175,493 | $7,911 |
| CONOCOPHILLIPS |
66,479 | +59,153 | $7,716 |
| COP | 66,479 | +59,153 | $7,716 |
See Full List: All Stocks Held By Choate Investment Advisors
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Choate Investment Advisors
|
Size ($ in 1000's)
At 12/31/2023: $3,229,576 At 09/30/2023: $2,550,589 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 |
