HoldingsChannel.com
| Entity | Amount | Change
03/31/2019 to 06/30/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
1,614,357 | -55,531 | $475,832 |
| IVV | 1,614,357 | -55,531 | $475,832 |
| VANGUARD SCOTTSDALE FDS (VGIT) |
2,080,855 | +371,930 | $137,274 |
| VGIT | 2,080,855 | +371,930 | $137,274 |
| INVESCO EXCHNG TRADED FD TR (USLB) |
3,331,895 | -1,368,799 | $109,186 |
| USLB | 3,331,895 | -1,368,799 | $109,186 |
| INVESCO EXCHNG TRADED FD TR (EQAL) |
2,425,553 | -189,780 | $79,146 |
| EQAL | 2,425,553 | -189,780 | $79,146 |
| INVESCO EXCHNG TRADED FD TR (IDLB) |
2,092,787 | -1,474,902 | $58,709 |
| IDLB | 2,092,787 | -1,474,902 | $58,709 |
| SPDR SERIES TRUST (SPYX) |
749,746 | +13,960 | $53,633 |
| SPYX | 749,746 | +13,960 | $53,633 |
| ISHARES TR (USMV) |
764,739 | +398,750 | $47,207 |
| USMV | 764,739 | +398,750 | $47,207 |
| ISHARES TR (IJR) |
464,085 | -64,386 | $36,329 |
| IJR | 464,085 | -64,386 | $36,329 |
| ISHARES INC (IEMG) |
671,489 | +324,169 | $34,541 |
| IEMG | 671,489 | +324,169 | $34,541 |
| ISHARES INC (EEMV) |
557,424 | -32,651 | $32,810 |
| EEMV | 557,424 | -32,651 | $32,810 |
| CHASE CORP |
299,983 | -2,400 | $32,290 |
| CCF | 299,983 | -2,400 | $32,290 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
247,863 | +247,863 | $26,720 |
| RSP | 247,863 | +247,863 | $26,720 |
| SPDR SERIES TRUST (EBND) |
891,658 | +151,110 | $24,806 |
| EBND | 891,658 | +151,110 | $24,806 |
| SPDR S&P 500 ETF TR (SPY) |
84,063 | +11,596 | $24,630 |
| SPY | 84,063 | +11,596 | $24,630 |
| APPLE INC |
110,286 | +1,626 | $21,828 |
| AAPL | 110,286 | +1,626 | $21,828 |
| INVESCO EXCHNG TRADED FD TR (USEQ) |
693,054 | -979,348 | $19,568 |
| USEQ | 693,054 | -979,348 | $19,568 |
 BERKSHIRE HATHAWAY INC DEL |
$17,466 | ||
| BRK.B | 52,066 | +720 | $11,099 |
| BRK.A | 20 | UNCH | $6,367 |
| GOLDMAN SACHS ETF TR (GEM) |
519,645 | -44,583 | $17,081 |
| GEM | 519,645 | -44,583 | $17,081 |
| MICROSOFT CORP |
120,490 | -2,081 | $16,141 |
| MSFT | 120,490 | -2,081 | $16,141 |
| INVESCO EXCHNG TRADED FD TR (IDLV) |
367,840 | +319,315 | $12,451 |
| IDLV | 367,840 | +319,315 | $12,451 |
| JOHNSON & JOHNSON |
86,797 | -542 | $12,089 |
| JNJ | 86,797 | -542 | $12,089 |
| ISHARES INC (EEMS) |
258,559 | -449,681 | $11,472 |
| EEMS | 258,559 | -449,681 | $11,472 |
| JPMORGAN CHASE & CO |
100,239 | -2,209 | $11,207 |
| JPM | 100,239 | -2,209 | $11,207 |
| AT&T INC |
314,087 | -875 | $10,525 |
| T | 314,087 | -875 | $10,525 |
| FIRST TR EXCHANGE TRADED FD (FDN) |
69,857 | -15,310 | $10,047 |
| FDN | 69,857 | -15,310 | $10,047 |
| EXXON MOBIL CORP |
128,260 | -1,854 | $9,829 |
| XOM | 128,260 | -1,854 | $9,829 |
| PROCTER AND GAMBLE CO |
87,545 | -239 | $9,599 |
| PG | 87,545 | -239 | $9,599 |
| INTEL CORP |
189,537 | -58 | $9,073 |
| INTC | 189,537 | -58 | $9,073 |
| ABBOTT LABS |
97,752 | -1,783 | $8,221 |
| ABT | 97,752 | -1,783 | $8,221 |
| AMAZON COM INC |
4,253 | -21 | $8,054 |
| AMZN | 4,253 | -21 | $8,054 |
| ISHARES TR (IEFA) |
122,854 | -1,155 | $7,543 |
| IEFA | 122,854 | -1,155 | $7,543 |
| HOME DEPOT INC |
33,816 | UNCH | $7,033 |
| HD | 33,816 | UNCH | $7,033 |
| PFIZER INC |
161,024 | -2,147 | $6,976 |
| PFE | 161,024 | -2,147 | $6,976 |
| SPDR S&P MIDCAP 400 ETF TR (MDY) |
19,555 | -2,088 | $6,934 |
| MDY | 19,555 | -2,088 | $6,934 |
| ANALOG DEVICES INC |
60,889 | UNCH | $6,873 |
| ADI | 60,889 | UNCH | $6,873 |
| SELECT SECTOR SPDR TR (XLV) |
72,999 | -1,785 | $6,763 |
| XLV | 72,999 | -1,785 | $6,763 |
| MERCK & CO INC |
78,004 | +1,248 | $6,541 |
| MRK | 78,004 | +1,248 | $6,541 |
| AUTOMATIC DATA PROCESSING IN |
38,289 | -382 | $6,330 |
| ADP | 38,289 | -382 | $6,330 |
| CISCO SYS INC |
112,917 | -422 | $6,180 |
| CSCO | 112,917 | -422 | $6,180 |
| ISHARES TR (EFA) |
93,923 | -8,747 | $6,174 |
| EFA | 93,923 | -8,747 | $6,174 |
| AMERICAN EXPRESS CO |
43,618 | UNCH | $5,384 |
| AXP | 43,618 | UNCH | $5,384 |
| ALPHABET INC |
4,758 | -52 | $5,143 |
| GOOG | 4,758 | -52 | $5,143 |
| ALPHABET INC |
4,713 | -38 | $5,103 |
| GOOGL | 4,713 | -38 | $5,103 |
| ABBVIE INC |
62,830 | -2,293 | $4,569 |
| ABBV | 62,830 | -2,293 | $4,569 |
| AFLAC INC |
80,137 | -604 | $4,392 |
| AFL | 80,137 | -604 | $4,392 |
| SPDR GOLD TRUST (GLD) |
32,228 | UNCH | $4,293 |
| GLD | 32,228 | UNCH | $4,293 |
| VANGUARD TAX MANAGED INTL FD (VEA) |
102,646 | -20,284 | $4,281 |
| VEA | 102,646 | -20,284 | $4,281 |
| MCDONALDS CORP |
20,273 | -40 | $4,210 |
| MCD | 20,273 | -40 | $4,210 |
| GENERAL MLS INC |
77,291 | UNCH | $4,059 |
| GIS | 77,291 | UNCH | $4,059 |
| UNITED TECHNOLOGIES CORP |
30,087 | -1,634 | $3,917 |
| UTX | 30,087 | -1,634 | $3,917 |
See Full List: All Stocks Held By Choate Investment Advisors
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Choate Investment Advisors
|
Size ($ in 1000's)
At 06/30/2019: $1,670,462 At 03/31/2019: $1,691,406 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 |
