Choate Investment Advisors
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 7, 2024), Choate Investment Advisors reported 405 stock positions worth $3.7 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 37.7% of the portfolio, followed by Invesco S&P 500 Equal Weight (RSP, 5.4%) and iShares National Muni Bond E (MUB, 4.1%). Compared with Q4 2023, it opened 55 new positions, sold out of 29, added to 139 and reduced 148. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +10%) and the biggest sale iShares Core MSCI Emerging (IEMG, shares −95%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001399794
- Portfolio Value
- $3.7B (Q1 2024)
- SEC Filing
- 0001398344-24-008932 ↗ filed May 7, 2024
Holdings Value
Holdings 405 stocks · $3.7B
| IVV iShares Core S&P 500 ETF | 37.72% | 2,665,260 | $1.4B | Add +9.9% |
| RSP Invesco S&P 500 Equal Weight | 5.38% | 1,180,262 | $199.9M | Reduce -0.8% |
| MUB iShares National Muni Bond E | 4.14% | 1,429,324 | $153.8M | Add +16.4% |
| MSFT Microsoft Corp. | 3.51% | 310,200 | $130.5M | Add +2.0% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 3.17% | 2,749,758 | $117.7M | Reduce -0.8% |
| AAPL Apple Inc. | 2.72% | 588,223 | $100.9M | Reduce -1.6% |
| NVDA Nvidia Corp. | 2.17% | 89,386 | $80.8M | Reduce -9.0% |
| AMZN Amazon.com Inc. | 1.89% | 388,326 | $70.0M | Add +2.8% |
| PG The Procter & Gamble Co. | 1.41% | 322,650 | $52.4M | Add +36.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.36% | 96,372 | $50.4M | Add +18.8% |
| GOOGL Alphabet Inc. Class A | 1.30% | 321,085 | $48.5M | Reduce -1.3% |
| HD Home Depot Inc. | 1.28% | 124,074 | $47.6M | Add +8.1% |
| IJR iShares Core S&P Small-Cap E | 1.02% | 342,472 | $37.9M | Add +324.6% |
| GOOG Alphabet Inc. Class C | 0.83% | 203,526 | $31.0M | Add +9.1% |
| JNJ Johnson & Johnson | 0.79% | 186,613 | $29.5M | Reduce -0.3% |
| V Visa Inc. Class A | 0.78% | 103,671 | $28.9M | Add +1.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.77% | 67,907 | $28.6M | Add +1.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.68% | 97,711 | $25.4M | Add +357.0% |
| PEP Pepsico Inc. | 0.68% | 143,929 | $25.2M | Add +0.5% |
| JPM JPMorgan Chase & Co. | 0.63% | 116,510 | $23.3M | Reduce -7.2% |
| CNI Canadian Natl Railway Co. | 0.55% | 154,612 | $20.4M | Add +2.0% |
| ABT Abbott Laboratories | 0.54% | 175,537 | $20.0M | Add +10.5% |
| TMO Thermo Fisher Scientific Inc. | 0.51% | 32,544 | $18.9M | Add +37.1% |
| SUB iShares Short-Term National | 0.47% | 167,923 | $17.6M | New |
| VEA Vanguard Ftse Developed ETF | 0.46% | 343,308 | $17.2M | Add +256.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.46% | 27 | $17.1M | No change |
| ATR Aptargroup Inc. | 0.45% | 115,196 | $16.6M | Reduce -0.8% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.44% | 162,819 | $16.2M | Add +6.5% |
| LLY Eli Lilly & Co. | 0.41% | 19,618 | $15.3M | Add +0.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.41% | 150,405 | $15.3M | Add +21.9% |
| NKE Nike Inc. Class B | 0.40% | 157,876 | $14.8M | Add +10.9% |
| EW Edwards Lifesciences Corp. | 0.40% | 153,698 | $14.7M | Add +1.4% |
| MA Mastercard Inc. Class A | 0.39% | 30,000 | $14.4M | Add +32.4% |
| AXP American Express Co. | 0.37% | 61,036 | $13.9M | Add +0.3% |
| IWF iShares Russell 1000 Growth | 0.36% | 39,694 | $13.4M | Reduce -0.6% |
| UNH Unitedhealth Group Inc. | 0.35% | 26,644 | $13.2M | Add +15.6% |
| META Meta Platforms Inc. Class A | 0.35% | 26,862 | $13.0M | Add +0.7% |
| FISV Fiserv Inc. | 0.35% | 81,441 | $13.0M | Add +80.6% |
| WMT Walmart Inc. | 0.35% | 213,443 | $12.8M | Add +36.7% |
| ABBV Abbvie Inc. | 0.34% | 68,861 | $12.5M | Reduce -8.3% |
| AGG iShares Core U.S. Aggregate | 0.34% | 127,174 | $12.5M | Reduce -67.5% |
| EMR Emerson Electric Co. | 0.31% | 100,797 | $11.4M | Add +0.2% |
| XOM Exxon Mobil Corp. | 0.30% | 94,712 | $11.0M | Add +2.4% |
| UNP Union Pacific Corp. | 0.30% | 44,593 | $11.0M | Reduce -9.1% |
| IJH iShares Core S&P Midcap ETF | 0.29% | 180,260 | $10.9M | Add +4649.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.29% | 24,346 | $10.8M | Add +169.2% |
| DHR Danaher Corp. | 0.29% | 42,970 | $10.7M | Add +18.4% |
| MRK Merck & Co. Inc. | 0.29% | 80,547 | $10.6M | Add +1.1% |
| VOO Vanguard S&P 500 ETF | 0.28% | 21,951 | $10.6M | Add +331.4% |
| ALC Alcon Inc. filed as ALCON AG | 0.27% | 120,113 | $10.0M | Reduce -7.4% |
| TXN Texas Instruments Inc. | 0.26% | 55,185 | $9.6M | Add +31.1% |
| ADP Automatic Data Processing | 0.26% | 38,321 | $9.6M | Add +3.6% |
| EPD Enterprise Products Partners | 0.25% | 322,643 | $9.4M | Reduce -10.0% |
| VIG Vanguard Dividend Apprec ETF | 0.25% | 51,417 | $9.4M | Add +31.5% |
| KDP Keurig Dr Pepper Inc. | 0.25% | 303,295 | $9.3M | Add +0.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.24% | 74,130 | $9.1M | Add +11.3% |
| ECL Ecolab Inc. | 0.24% | 38,057 | $8.8M | Add +3.1% |
| COP Conocophillips | 0.23% | 68,480 | $8.7M | Add +3.0% |
| LIN Linde PLC | 0.23% | 18,017 | $8.4M | Add +23.6% |
| VGSH Vanguard Short-Term Treasury | 0.22% | 141,685 | $8.2M | No change |
| GLD SPDR Gold Shares | 0.22% | 39,179 | $8.1M | Reduce -0.8% |
| SCHW Schwab (charles) Corp. | 0.21% | 109,816 | $7.9M | Add +21.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.21% | 86,211 | $7.9M | Add +387.6% |
| VT Vanguard Tot World STK ETF | 0.21% | 70,810 | $7.8M | Add +106.2% |
| WCN Waste Connections Inc. | 0.21% | 45,373 | $7.8M | Add +167.8% |
| HON Honeywell International Inc. | 0.21% | 37,992 | $7.8M | Add +21.3% |
| BARNES GROUP INC | 0.21% | 206,250 | $7.7M | No change |
| AMP Ameriprise Financial Inc. | 0.20% | 16,854 | $7.4M | Reduce -0.4% |
| GIS General Mills Inc. | 0.18% | 96,465 | $6.7M | Add +3.2% |
| AMT American Tower Corp. | 0.18% | 34,143 | $6.7M | Add +2.8% |
| EOG EOG Resources Inc. | 0.18% | 51,950 | $6.6M | Add +20.2% |
| TYL Tyler Technologies Inc. | 0.18% | 15,520 | $6.6M | Add +1.9% |
| MCD McDonald's Corp. | 0.17% | 22,937 | $6.5M | Reduce -2.3% |
| CP Canadian Pacific Kansas City | 0.17% | 72,010 | $6.3M | Add +24.2% |
| COST Costco Wholesale Corp. | 0.17% | 8,507 | $6.2M | Reduce -2.4% |
| SBUX Starbucks Corp. | 0.17% | 68,182 | $6.2M | Add +38.5% |
| CSCO Cisco Systems Inc. | 0.17% | 123,337 | $6.2M | Add +1.0% |
| CVX Chevron Corp. | 0.16% | 37,024 | $5.8M | Add +38.6% |
| USMV iShares MSCI USA Min Vol Fac | 0.16% | 68,947 | $5.8M | Add +396.3% |
| IEMG iShares Core MSCI Emerging | 0.15% | 110,428 | $5.7M | Reduce -95.4% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.15% | 44,234 | $5.7M | Add +2.2% |
| AMAT Applied Materials Inc. | 0.14% | 26,074 | $5.4M | Reduce -47.3% |
| INTC Intel Corp. | 0.14% | 119,851 | $5.3M | Reduce -15.3% |
| SPGI S&P Global Inc. | 0.14% | 12,438 | $5.3M | Add +1.9% |
| AMGN Amgen Inc. | 0.14% | 17,986 | $5.1M | Reduce -5.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.14% | 36,849 | $5.0M | Add +23.5% |
| ACN Accenture PLC Class A | 0.13% | 14,291 | $5.0M | Add +2.9% |
| PAR Par Technology Corp. | 0.13% | 107,955 | $4.9M | Reduce -40.6% |
| XLV SS Health Care Select Sector | 0.13% | 32,645 | $4.8M | Add +1.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.13% | 13,776 | $4.7M | Add +9.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.13% | 24,432 | $4.7M | New |
| XLI SS Industrial Select Sector | 0.13% | 36,988 | $4.7M | Add +9.7% |
| GGG Graco Inc. | 0.12% | 49,031 | $4.6M | Reduce -11.7% |
| ORCL Oracle Corp. | 0.12% | 35,355 | $4.4M | Reduce -16.2% |
| ALL Allstate Corp. | 0.11% | 24,496 | $4.2M | Reduce -0.1% |
| VNT Vontier Corp. | 0.11% | 90,375 | $4.1M | Add +4.7% |
| EFA iShares MSCI Eafe ETF | 0.11% | 50,903 | $4.1M | Reduce -24.5% |
| PFE Pfizer Inc. | 0.11% | 146,195 | $4.1M | Reduce -9.6% |
| MTD Mettler-Toledo International | 0.11% | 3,030 | $4.0M | Reduce -15.2% |
| KO The Coca-Cola Co. | 0.11% | 65,140 | $4.0M | Reduce -3.5% |
Portfolio Sells Q4 2023 → Q1 2024
| IEMG iShares Core MSCI Emerging | Reduce -95.4% | 0.15% | −3.62 |
| AGG iShares Core U.S. Aggregate | Reduce -67.5% | 0.34% | −0.87 |
| AAPL Apple Inc. | Reduce -1.6% | 2.72% | −0.85 |
| RSP Invesco S&P 500 Equal Weight | Reduce -0.8% | 5.38% | −0.43 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Reduce -0.8% | 3.17% | −0.16 |
| CLF Cleveland-Cliffs Inc. | Sold out | 0.00% | −0.12 |
| JNJ Johnson & Johnson | Reduce -0.3% | 0.79% | −0.11 |
| PAR Par Technology Corp. | Reduce -40.6% | 0.13% | −0.11 |
| AMAT Applied Materials Inc. | Reduce -47.3% | 0.14% | −0.10 |
| GOOGL Alphabet Inc. Class A | Reduce -1.3% | 1.30% | −0.10 |
| TSLA Tesla Inc. | Reduce -36.6% | 0.07% | −0.10 |
| DE Deere & Co. | Reduce -50.0% | 0.07% | −0.09 |
| MU Micron Technology Inc. | Reduce -94.7% | 0.01% | −0.08 |
| UNP Union Pacific Corp. | Reduce -9.1% | 0.30% | −0.08 |
| INTC Intel Corp. | Reduce -15.3% | 0.14% | −0.08 |
| GUNR NT Mstar GLBL NR ETF | Sold out | 0.00% | −0.06 |
| JJSF J & J Snack Foods Corp. | Reduce -18.3% | 0.10% | −0.06 |
| CRM Salesforce Inc. | Reduce -61.9% | 0.03% | −0.06 |
| ORLY O'reilly Automotive Inc. | Reduce -69.0% | 0.02% | −0.05 |
| EFA iShares MSCI Eafe ETF | Reduce -24.5% | 0.11% | −0.05 |
| CVS CVS Health Corp. | Reduce -29.3% | 0.08% | −0.05 |
| SLB SLB Ltd. | Reduce -63.9% | 0.02% | −0.04 |
| ALC Alcon Inc. | Reduce -7.4% | 0.27% | −0.04 |
| MCD McDonald's Corp. | Reduce -2.3% | 0.17% | −0.04 |
| LMT Lockheed Martin Corp. | Reduce -65.8% | 0.02% | −0.04 |
| EPD Enterprise Products Partners | Reduce -10.0% | 0.25% | −0.04 |
| COF Capital One Financial Corp. | Reduce -81.9% | 0.01% | −0.04 |
| CRL Charles River Laboratories | Sold out | 0.00% | −0.04 |
| SGOV iShares 0-3 Month Treasury B | Reduce -50.1% | 0.03% | −0.04 |
| PFE Pfizer Inc. | Reduce -9.6% | 0.11% | −0.04 |
| NET Cloudflare Inc. Class A | Sold out | 0.00% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -7.2% | 0.63% | −0.03 |
| TEL Te Connectivity Ltd. | Sold out | 0.00% | −0.03 |
| AMGN Amgen Inc. | Reduce -5.3% | 0.14% | −0.03 |
| GD General Dynamics Corp. | Reduce -59.4% | 0.02% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -29.3% | 0.08% | −0.03 |
| BHP BHP Group Ltd.-Spon ADR | Sold out | 0.00% | −0.03 |
| TXG 10X Genomics Inc. Class A | Sold out | 0.00% | −0.03 |
| APH Amphenol Corp. Class A | Reduce -81.5% | 0.01% | −0.03 |
| AZTA Azenta Inc. | Sold out | 0.00% | −0.03 |
| GGG Graco Inc. | Reduce -11.7% | 0.12% | −0.03 |
| MTD Mettler-Toledo International | Reduce -15.2% | 0.11% | −0.03 |
| WDS Woodside Energy Group-ADR | Sold out | 0.00% | −0.02 |
| RTX RTX Corp. | Reduce -22.3% | 0.09% | −0.02 |
| ABBV Abbvie Inc. | Reduce -8.3% | 0.34% | −0.02 |
| GLDM SPDR Gold Minishares Trust | Reduce -57.2% | 0.01% | −0.02 |
| NVS Novartis AG-Sponsored ADR | Reduce -0.1% | 0.09% | −0.02 |
| ORCL Oracle Corp. | Reduce -16.2% | 0.12% | −0.02 |
| SWKS Skyworks Solutions Inc. | Reduce -21.7% | 0.03% | −0.02 |
| CRS Carpenter Technology | Sold out | 0.00% | −0.02 |
Portfolio Buys Q4 2023 → Q1 2024
| IVV iShares Core S&P 500 ETF | Add +9.9% | 37.72% | +1.86 |
| IJR iShares Core S&P Small-Cap E | Add +324.6% | 1.02% | +0.75 |
| VTI VG Morningstar TS MKT ETF-US | Add +357.0% | 0.68% | +0.53 |
| SUB iShares Short-Term National | New | 0.47% | +0.47 |
| PG The Procter & Gamble Co. | Add +36.4% | 1.41% | +0.34 |
| VEA Vanguard Ftse Developed ETF | Add +256.1% | 0.46% | +0.32 |
| IJH iShares Core S&P Midcap ETF | Add +4649.9% | 0.29% | +0.29 |
| VOO Vanguard S&P 500 ETF | Add +331.4% | 0.28% | +0.22 |
| QQQ Invesco QQQ Trust Series 1 | Add +169.2% | 0.29% | +0.18 |
| FISV Fiserv Inc. | Add +80.6% | 0.35% | +0.16 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +18.8% | 1.36% | +0.16 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +387.6% | 0.21% | +0.16 |
| WCN Waste Connections Inc. | Add +167.8% | 0.21% | +0.13 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.13% | +0.13 |
| USMV iShares MSCI USA Min Vol Fac | Add +396.3% | 0.16% | +0.12 |
| TMO Thermo Fisher Scientific Inc. | Add +37.1% | 0.51% | +0.12 |
| AMZN Amazon.com Inc. | Add +2.8% | 1.89% | +0.11 |
| VHT Vanguard Health Care ETF | New | 0.10% | +0.10 |
| VT Vanguard Tot World STK ETF | Add +106.2% | 0.21% | +0.10 |
| WMT Walmart Inc. | Add +36.7% | 0.35% | +0.09 |
| MA Mastercard Inc. Class A | Add +32.4% | 0.39% | +0.09 |
| ITOT iShares Core S&P Total U.S. | New | 0.08% | +0.08 |
| VYM Vanguard High DVD Yield ETF | New | 0.08% | +0.08 |
| ODFL Old Dominion Freight Line | New | 0.08% | +0.08 |
| ICF iShares Select U.S. REIT ETF | New | 0.07% | +0.07 |
| VSS Vanguard Ftse All Wo X-US SC | New | 0.06% | +0.06 |
| META Meta Platforms Inc. Class A | Add +0.7% | 0.35% | +0.06 |
| XHB SS SPDR S&P Homebldrs ETF | New | 0.06% | +0.06 |
| VGK Vanguard Ftse Europe ETF | New | 0.06% | +0.06 |
| DIS The Walt Disney Co. | Add +11.3% | 0.24% | +0.06 |
| IBB iShares Biotechnology ETF | New | 0.06% | +0.06 |
| LLY Eli Lilly & Co. | Add +0.1% | 0.41% | +0.06 |
| VNQ Vanguard Real Estate ETF | New | 0.06% | +0.06 |
| MOO Vaneck Agribusiness ETF | New | 0.05% | +0.05 |
| TJX TJX Companies Inc. | Add +21.9% | 0.41% | +0.05 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | New | 0.05% | +0.05 |
| HD Home Depot Inc. | Add +8.1% | 1.28% | +0.05 |
| VIG Vanguard Dividend Apprec ETF | Add +31.5% | 0.25% | +0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.04% | +0.04 |
| LIN Linde PLC | Add +23.6% | 0.23% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +23.5% | 0.14% | +0.04 |
| EW Edwards Lifesciences Corp. | Add +1.4% | 0.40% | +0.04 |
| TXN Texas Instruments Inc. | Add +31.1% | 0.26% | +0.04 |
| XBI SS SPDR S&P Biotech ETF | Add +144.8% | 0.06% | +0.03 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | New | 0.03% | +0.03 |
| CVX Chevron Corp. | Add +38.6% | 0.16% | +0.03 |
| VAW Vanguard Materials ETF | New | 0.03% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.6% | 0.77% | +0.03 |
| CAT Caterpillar Inc. | Add +43.6% | 0.09% | +0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +107.8% | 0.06% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 472 | $5.7B | IVV, VEU, IEMG, GVI, AAPL |
| Q1 2026 | 438 | $5.1B | IVV, GVI, VEU, IEMG, OAKM |
| Q4 2025 | 444 | $5.1B | IVV, OAKM, GVI, VEU, AAPL |
| Q3 2025 | 424 | $4.8B | IVV, OAKM, GVI, MSFT, AAPL |
| Q2 2025 | 477 | $4.6B | IVV, OAKM, SGOV, MSFT, MUB |
| Q1 2025 | 395 | $4.0B | IVV, MUB, AAPL, SPYX, MSFT |
| Q4 2024 | 402 | $4.2B | IVV, AAPL, MUB, MSFT, SPYX |
| Q3 2024 | 383 | $3.9B | IVV, MUB, AAPL, MSFT, SPYX |
| Q2 2024 | 377 | $3.8B | IVV, RSP, MSFT, MUB, SPYX |
| Q1 2024 | 405 | $3.7B | IVV, RSP, MUB, MSFT, SPYX |