HoldingsChannel.com
| Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
1,933,795 | +503,910 | $861,912 |
| IVV | 1,933,795 | +503,910 | $861,912 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
2,011,440 | +3,697 | $300,992 |
| RSP | 2,011,440 | +3,697 | $300,992 |
| ISHARES TR (MUB) |
1,260,857 | +162,733 | $134,571 |
| MUB | 1,260,857 | +162,733 | $134,571 |
| ISHARES INC (IEMG) |
2,381,037 | +225,535 | $117,361 |
| IEMG | 2,381,037 | +225,535 | $117,361 |
| SPDR SER TR (SPYX) |
3,128,007 | -510,546 | $113,140 |
| SPYX | 3,128,007 | -510,546 | $113,140 |
| APPLE INC |
372,727 | +32,977 | $72,298 |
| AAPL | 372,727 | +32,977 | $72,298 |
| MICROSOFT CORP |
162,515 | +11,829 | $55,343 |
| MSFT | 162,515 | +11,829 | $55,343 |
| CHASE CORP |
312,367 | UNCH | $37,865 |
| CCF | 312,367 | UNCH | $37,865 |
 BERKSHIRE HATHAWAY INC DEL |
$34,269 | ||
| BRK.B | 59,496 | +1,327 | $20,288 |
| BRK.A | 27 | +10 | $13,981 |
| SPDR S&P 500 ETF TR (SPY) |
77,038 | -363 | $34,149 |
| SPY | 77,038 | -363 | $34,149 |
| ISHARES TR (AGG) |
342,167 | +341,655 | $33,515 |
| AGG | 342,167 | +341,655 | $33,515 |
| HOME DEPOT INC |
58,154 | +9,844 | $18,065 |
| HD | 58,154 | +9,844 | $18,065 |
| AMAZON COM INC |
129,580 | +14,550 | $16,892 |
| AMZN | 129,580 | +14,550 | $16,892 |
| JPMORGAN CHASE & CO |
106,890 | +9,368 | $15,546 |
| JPM | 106,890 | +9,368 | $15,546 |
| PROCTER AND GAMBLE CO |
99,501 | +7,385 | $15,098 |
| PG | 99,501 | +7,385 | $15,098 |
| ALPHABET INC |
120,129 | +10,827 | $14,379 |
| GOOGL | 120,129 | +10,827 | $14,379 |
| ABBOTT LABS |
121,521 | +7,801 | $13,248 |
| ABT | 121,521 | +7,801 | $13,248 |
| JOHNSON & JOHNSON |
79,544 | +11,330 | $13,166 |
| JNJ | 79,544 | +11,330 | $13,166 |
| ALPHABET INC |
107,198 | +4,768 | $12,968 |
| GOOG | 107,198 | +4,768 | $12,968 |
| ISHARES TR (IJR) |
111,387 | -1,275,946 | $11,100 |
| IJR | 111,387 | -1,275,946 | $11,100 |
| BARNES GROUP INC |
254,807 | -2,380 | $10,750 |
| B | 254,807 | -2,380 | $10,750 |
| EXXON MOBIL CORP |
91,577 | +4,560 | $9,822 |
| XOM | 91,577 | +4,560 | $9,822 |
| ABBVIE INC |
72,375 | +9,606 | $9,751 |
| ABBV | 72,375 | +9,606 | $9,751 |
| VANGUARD SCOTTSDALE FDS (VGSH) |
157,304 | UNCH | $9,081 |
| VGSH | 157,304 | UNCH | $9,081 |
| NVIDIA CORPORATION |
20,895 | +1,135 | $8,839 |
| NVDA | 20,895 | +1,135 | $8,839 |
| ISHARES TR (IWF) |
30,527 | +75 | $8,400 |
| IWF | 30,527 | +75 | $8,400 |
| TJX COS INC NEW |
98,670 | +1,739 | $8,366 |
| TJX | 98,670 | +1,739 | $8,366 |
| SPDR SER TR (BILS) |
81,442 | -163,149 | $8,100 |
| BILS | 81,442 | -163,149 | $8,100 |
| MERCK & CO INC |
67,883 | +11,214 | $7,833 |
| MRK | 67,883 | +11,214 | $7,833 |
| LILLY ELI & CO |
16,552 | +202 | $7,763 |
| LLY | 16,552 | +202 | $7,763 |
| PEPSICO INC |
41,169 | +6,808 | $7,625 |
| PEP | 41,169 | +6,808 | $7,625 |
| AUTOMATIC DATA PROCESSING IN |
32,703 | -248 | $7,188 |
| ADP | 32,703 | -248 | $7,188 |
| AMERICAN EXPRESS CO |
39,914 | +7,770 | $6,953 |
| AXP | 39,914 | +7,770 | $6,953 |
| APPLIED MATLS INC |
46,900 | +696 | $6,779 |
| AMAT | 46,900 | +696 | $6,779 |
| MCDONALDS CORP |
22,582 | +7,064 | $6,739 |
| MCD | 22,582 | +7,064 | $6,739 |
| GENERAL MLS INC |
87,729 | +4,164 | $6,729 |
| GIS | 87,729 | +4,164 | $6,729 |
| UNITEDHEALTH GROUP INC |
13,691 | +4,861 | $6,580 |
| UNH | 13,691 | +4,861 | $6,580 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
36,651 | +1,935 | $5,953 |
| VIG | 36,651 | +1,935 | $5,953 |
| SPDR GOLD TR (GLD) |
32,153 | UNCH | $5,732 |
| GLD | 32,153 | UNCH | $5,732 |
| MASTERCARD INCORPORATED |
13,353 | +333 | $5,252 |
| MA | 13,353 | +333 | $5,252 |
| CISCO SYS INC |
100,747 | +8,788 | $5,213 |
| CSCO | 100,747 | +8,788 | $5,213 |
| PFIZER INC |
140,905 | +671 | $5,168 |
| PFE | 140,905 | +671 | $5,168 |
| THERMO FISHER SCIENTIFIC INC |
9,628 | +669 | $5,023 |
| TMO | 9,628 | +669 | $5,023 |
| AMERIPRISE FINL INC |
15,015 | +667 | $4,987 |
| AMP | 15,015 | +667 | $4,987 |
| WALMART INC |
30,060 | -243 | $4,725 |
| WMT | 30,060 | -243 | $4,725 |
| VANGUARD INDEX FDS (VTI) |
21,145 | -60 | $4,658 |
| VTI | 21,145 | -60 | $4,658 |
| DANAHER CORPORATION |
18,600 | +1,663 | $4,464 |
| DHR | 18,600 | +1,663 | $4,464 |
| TEXAS INSTRS INC |
24,366 | +818 | $4,386 |
| TXN | 24,366 | +818 | $4,386 |
| INTEL CORP |
127,706 | +18,813 | $4,270 |
| INTC | 127,706 | +18,813 | $4,270 |
| COCA COLA CO |
70,314 | +2,645 | $4,234 |
| KO | 70,314 | +2,645 | $4,234 |
See Full List: All Stocks Held By Choate Investment Advisors
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Choate Investment Advisors
|
Size ($ in 1000's)
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 |
