HoldingsChannel.com
| Entity | Amount | Change
09/30/2019 to 12/31/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
1,568,931 | -23,987 | $507,141 |
| IVV | 1,568,931 | -23,987 | $507,141 |
| VANGUARD SCOTTSDALE FDS (VGIT) |
2,470,094 | +240,276 | $162,779 |
| VGIT | 2,470,094 | +240,276 | $162,779 |
| INVESCO EXCHNG TRADED FD TR (EQAL) |
2,375,613 | -35,585 | $81,175 |
| EQAL | 2,375,613 | -35,585 | $81,175 |
| SPDR SERIES TRUST (SPYX) |
805,036 | +29,041 | $63,493 |
| SPYX | 805,036 | +29,041 | $63,493 |
| INVESCO EXCHNG TRADED FD TR (USLB) |
1,745,816 | -1,053,833 | $60,615 |
| USLB | 1,745,816 | -1,053,833 | $60,615 |
| ISHARES INC (IEMG) |
989,928 | +123,417 | $53,219 |
| IEMG | 989,928 | +123,417 | $53,219 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
357,531 | +40,811 | $41,373 |
| RSP | 357,531 | +40,811 | $41,373 |
| ISHARES TR (USMV) |
621,418 | -121,524 | $40,765 |
| USMV | 621,418 | -121,524 | $40,765 |
| ISHARES TR (IJR) |
469,528 | +7,704 | $39,370 |
| IJR | 469,528 | +7,704 | $39,370 |
| CHASE CORP |
297,383 | -2,000 | $35,234 |
| CCF | 297,383 | -2,000 | $35,234 |
| APPLE INC |
100,150 | -6,820 | $29,409 |
| AAPL | 100,150 | -6,820 | $29,409 |
| SPDR S&P 500 ETF TR (SPY) |
83,602 | -46 | $26,908 |
| SPY | 83,602 | -46 | $26,908 |
| INVESCO EXCHNG TRADED FD TR (IDLB) |
751,755 | -602,922 | $21,418 |
| IDLB | 751,755 | -602,922 | $21,418 |
| ISHARES INC (EEMV) |
331,760 | -174,316 | $19,461 |
| EEMV | 331,760 | -174,316 | $19,461 |
 BERKSHIRE HATHAWAY INC DEL |
$18,324 | ||
| BRK.B | 50,912 | -380 | $11,532 |
| BRK.A | 20 | UNCH | $6,792 |
| MICROSOFT CORP |
110,798 | -624 | $17,473 |
| MSFT | 110,798 | -624 | $17,473 |
| GOLDMAN SACHS ETF TR (GEM) |
492,221 | -25,424 | $16,903 |
| GEM | 492,221 | -25,424 | $16,903 |
| INVESCO EXCHNG TRADED FD TR (IDLV) |
471,241 | +8,938 | $16,079 |
| IDLV | 471,241 | +8,938 | $16,079 |
| JPMORGAN CHASE & CO |
99,120 | -130 | $13,817 |
| JPM | 99,120 | -130 | $13,817 |
| JOHNSON & JOHNSON |
84,822 | -451 | $12,373 |
| JNJ | 84,822 | -451 | $12,373 |
| INVESCO EXCHNG TRADED FD TR (USEQ) |
369,211 | -111,728 | $11,165 |
| USEQ | 369,211 | -111,728 | $11,165 |
| INTEL CORP |
181,404 | -992 | $10,857 |
| INTC | 181,404 | -992 | $10,857 |
| PROCTER & GAMBLE CO |
85,654 | -145 | $10,698 |
| PG | 85,654 | -145 | $10,698 |
| SELECT SECTOR SPDR TR (XLV) |
85,396 | +10,667 | $8,698 |
| XLV | 85,396 | +10,667 | $8,698 |
| ABBOTT LABS |
96,445 | -29 | $8,377 |
| ABT | 96,445 | -29 | $8,377 |
| AMAZON COM INC |
4,325 | -15 | $7,992 |
| AMZN | 4,325 | -15 | $7,992 |
| EXXON MOBIL CORP |
113,327 | -15,001 | $7,908 |
| XOM | 113,327 | -15,001 | $7,908 |
| HOME DEPOT INC |
33,971 | +618 | $7,419 |
| HD | 33,971 | +618 | $7,419 |
| ANALOG DEVICES INC |
60,889 | UNCH | $7,236 |
| ADI | 60,889 | UNCH | $7,236 |
| FIRST TR EXCHANGE TRADED FD (FDN) |
51,601 | -9,300 | $7,179 |
| FDN | 51,601 | -9,300 | $7,179 |
| SPDR S&P MIDCAP 400 ETF TR (MDY) |
18,271 | -584 | $6,859 |
| MDY | 18,271 | -584 | $6,859 |
| MERCK & CO INC |
74,112 | -392 | $6,740 |
| MRK | 74,112 | -392 | $6,740 |
| ALPHABET INC |
4,710 | -3 | $6,297 |
| GOOG | 4,710 | -3 | $6,297 |
| ALPHABET INC |
4,643 | -16 | $6,219 |
| GOOGL | 4,643 | -16 | $6,219 |
| AUTOMATIC DATA PROCESSING IN |
36,310 | UNCH | $6,191 |
| ADP | 36,310 | UNCH | $6,191 |
| PFIZER INC |
151,976 | -1,924 | $5,954 |
| PFE | 151,976 | -1,924 | $5,954 |
| ISHARES TR (EFA) |
77,394 | -1,786 | $5,374 |
| EFA | 77,394 | -1,786 | $5,374 |
| AMERICAN EXPRESS CO |
42,759 | UNCH | $5,323 |
| AXP | 42,759 | UNCH | $5,323 |
| ABBVIE INC |
56,656 | -3,138 | $5,016 |
| ABBV | 56,656 | -3,138 | $5,016 |
| CISCO SYS INC |
100,275 | -8,847 | $4,809 |
| CSCO | 100,275 | -8,847 | $4,809 |
| VANGUARD TAX MANAGED INTL FD (VEA) |
104,635 | -857 | $4,610 |
| VEA | 104,635 | -857 | $4,610 |
| SPDR GOLD TRUST (GLD) |
32,228 | UNCH | $4,605 |
| GLD | 32,228 | UNCH | $4,605 |
| AMGEN INC |
19,014 | +2 | $4,584 |
| AMGN | 19,014 | +2 | $4,584 |
| UNITED TECHNOLOGIES CORP |
27,843 | -480 | $4,170 |
| UTX | 27,843 | -480 | $4,170 |
| GENERAL MLS INC |
77,291 | UNCH | $4,140 |
| GIS | 77,291 | UNCH | $4,140 |
| PEPSICO INC |
29,239 | -7 | $3,996 |
| PEP | 29,239 | -7 | $3,996 |
| ISHARES INC (EEMS) |
88,150 | -27,291 | $3,990 |
| EEMS | 88,150 | -27,291 | $3,990 |
| ILLINOIS TOOL WKS INC |
22,001 | +6 | $3,952 |
| ITW | 22,001 | +6 | $3,952 |
| BRISTOL MYERS SQUIBB CO |
$3,915 | ||
| BMY | 60,123 | +18,664 | $3,859 |
| RIGHT 99 99 9999 | 18,684 | +18,684 | $56 |
| STANDEX INTL CORP |
49,001 | UNCH | $3,888 |
| SXI | 49,001 | UNCH | $3,888 |
See Full List: All Stocks Held By Choate Investment Advisors
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Choate Investment Advisors
|
Size ($ in 1000's)
At 12/31/2019: $1,645,276 At 09/30/2019: $1,616,628 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 |
