Choate Investment Advisors
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 8, 2024), Choate Investment Advisors reported 377 stock positions worth $3.8 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 39.0% of the portfolio, followed by Invesco S&P 500 Equal Weight (RSP, 5.0%) and Microsoft (MSFT, 3.5%). Compared with Q1 2024, it opened 8 new positions, sold out of 38, added to 101 and reduced 183. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +2%) and the biggest sale iShares National Muni Bond E (MUB, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001399794
- Portfolio Value
- $3.8B (Q2 2024)
- SEC Filing
- 0001398344-24-014113 ↗ filed Aug 8, 2024
Holdings Value
Holdings 377 stocks · $3.8B
| IVV iShares Core S&P 500 ETF | 39.03% | 2,720,128 | $1.5B | Add +2.1% |
| RSP Invesco S&P 500 Equal Weight | 5.04% | 1,170,014 | $192.2M | Reduce -0.9% |
| MSFT Microsoft Corp. | 3.47% | 296,257 | $132.4M | Reduce -4.5% |
| MUB iShares National Muni Bond E | 3.29% | 1,177,031 | $125.4M | Reduce -17.6% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 3.14% | 2,681,544 | $119.6M | Reduce -2.5% |
| AAPL Apple Inc. | 3.09% | 559,045 | $117.8M | Reduce -5.0% |
| NVDA Nvidia Corp. | 2.70% | 834,429 | $103.1M | Reduce -6.7% |
| AMZN Amazon.com Inc. | 2.07% | 409,314 | $79.1M | Add +5.4% |
| GOOGL Alphabet Inc. Class A | 1.50% | 313,684 | $57.1M | Reduce -2.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.31% | 91,752 | $49.9M | Reduce -4.8% |
| IJR iShares Core S&P Small-Cap E | 1.17% | 417,320 | $44.5M | Add +21.9% |
| HD Home Depot Inc. | 1.16% | 128,049 | $44.1M | Add +3.2% |
| PG The Procter & Gamble Co. | 1.04% | 240,607 | $39.7M | Reduce -25.4% |
| GOOG Alphabet Inc. Class C | 0.99% | 206,680 | $37.9M | Add +1.6% |
| JNJ Johnson & Johnson | 0.76% | 199,240 | $29.1M | Add +6.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.72% | 67,098 | $27.3M | Reduce -1.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.71% | 295,221 | $27.1M | Add +242.4% |
| V Visa Inc. Class A | 0.69% | 100,984 | $26.5M | Reduce -2.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.69% | 97,885 | $26.2M | Add +0.2% |
| MRSH Marsh & McLennan Cos | 0.67% | 121,610 | $25.6M | Add +2402.3% |
| PEP Pepsico Inc. | 0.62% | 143,608 | $23.7M | Reduce -0.2% |
| JPM JPMorgan Chase & Co. | 0.59% | 111,910 | $22.6M | Reduce -4.0% |
| TMO Thermo Fisher Scientific Inc. | 0.52% | 36,110 | $20.0M | Add +11.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.52% | 180,151 | $19.8M | Add +19.8% |
| CNI Canadian Natl Railway Co. | 0.48% | 154,776 | $18.3M | Add +0.1% |
| FISV Fiserv Inc. | 0.47% | 120,617 | $18.0M | Add +48.1% |
| ABT Abbott Laboratories | 0.47% | 172,356 | $17.9M | Reduce -1.8% |
| VEA Vanguard Ftse Developed ETF | 0.45% | 344,867 | $17.0M | Add +0.5% |
| UNH Unitedhealth Group Inc. | 0.45% | 33,410 | $17.0M | Add +25.4% |
| WMT Walmart Inc. | 0.44% | 248,753 | $16.8M | Add +16.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.43% | 27 | $16.5M | No change |
| LLY Eli Lilly & Co. | 0.43% | 18,256 | $16.5M | Reduce -6.9% |
| MA Mastercard Inc. Class A | 0.42% | 36,467 | $16.1M | Add +21.6% |
| ATR Aptargroup Inc. | 0.42% | 113,472 | $16.0M | Reduce -1.5% |
| IWF iShares Russell 1000 Growth | 0.38% | 39,959 | $14.6M | Add +0.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.38% | 83,745 | $14.6M | Add +127.3% |
| NKE Nike Inc. Class B | 0.38% | 193,065 | $14.6M | Add +22.3% |
| VOO Vanguard S&P 500 ETF | 0.38% | 29,029 | $14.5M | Add +32.2% |
| EW Edwards Lifesciences Corp. | 0.37% | 152,719 | $14.1M | Reduce -0.6% |
| AXP American Express Co. | 0.37% | 60,572 | $14.0M | Reduce -0.8% |
| META Meta Platforms Inc. Class A | 0.35% | 26,123 | $13.2M | Reduce -2.8% |
| XOM Exxon Mobil Corp. | 0.34% | 113,409 | $13.1M | Add +19.7% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.32% | 122,549 | $12.2M | Reduce -24.7% |
| WCN Waste Connections Inc. | 0.31% | 67,959 | $11.9M | Add +49.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.30% | 24,252 | $11.6M | Reduce -0.4% |
| ABBV Abbvie Inc. | 0.30% | 67,743 | $11.6M | Reduce -1.6% |
| DHR Danaher Corp. | 0.29% | 44,895 | $11.2M | Add +4.5% |
| EMR Emerson Electric Co. | 0.29% | 99,510 | $11.0M | Reduce -1.3% |
| ALC Alcon Inc. filed as ALCON AG | 0.28% | 118,674 | $10.6M | Reduce -1.2% |
| IJH iShares Core S&P Midcap ETF | 0.28% | 180,260 | $10.5M | No change |
| MRK Merck & Co. Inc. | 0.26% | 81,305 | $10.1M | Add +0.9% |
| KDP Keurig Dr Pepper Inc. | 0.26% | 298,298 | $10.0M | Reduce -1.6% |
| VIG Vanguard Dividend Apprec ETF | 0.25% | 52,559 | $9.6M | Add +2.2% |
| EPD Enterprise Products Partners | 0.24% | 320,679 | $9.3M | Reduce -0.6% |
| ADP Automatic Data Processing | 0.24% | 38,755 | $9.3M | Add +1.1% |
| ECL Ecolab Inc. | 0.24% | 38,194 | $9.1M | Add +0.4% |
| UNP Union Pacific Corp. | 0.24% | 40,168 | $9.1M | Reduce -9.9% |
| ADBE Adobe Inc. | 0.24% | 16,336 | $9.1M | Add +116.1% |
| LIN Linde PLC | 0.23% | 20,225 | $8.9M | Add +12.3% |
| HON Honeywell International Inc. | 0.23% | 41,270 | $8.8M | Add +8.6% |
| VT Vanguard Tot World STK ETF | 0.23% | 76,901 | $8.7M | Add +8.6% |
| BARNES GROUP INC | 0.22% | 206,250 | $8.5M | No change |
| GLD SPDR Gold Shares | 0.22% | 38,971 | $8.4M | Reduce -0.5% |
| SCHW Schwab (charles) Corp. | 0.22% | 111,691 | $8.2M | Add +1.7% |
| TYL Tyler Technologies Inc. | 0.20% | 15,305 | $7.7M | Reduce -1.4% |
| COP Conocophillips | 0.20% | 67,142 | $7.7M | Reduce -1.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.20% | 76,689 | $7.6M | Add +3.5% |
| EOG EOG Resources Inc. | 0.19% | 57,038 | $7.2M | Add +9.8% |
| COST Costco Wholesale Corp. | 0.17% | 7,834 | $6.7M | Reduce -7.9% |
| AMP Ameriprise Financial Inc. | 0.17% | 15,571 | $6.7M | Reduce -7.6% |
| AMT American Tower Corp. | 0.17% | 33,256 | $6.5M | Reduce -2.6% |
| AMAT Applied Materials Inc. | 0.16% | 26,387 | $6.2M | Add +1.2% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.16% | 43,387 | $6.2M | Reduce -1.9% |
| CP Canadian Pacific Kansas City | 0.16% | 77,443 | $6.1M | Add +7.5% |
| MCD McDonald's Corp. | 0.15% | 23,106 | $5.9M | Add +0.7% |
| GIS General Mills Inc. | 0.15% | 91,649 | $5.8M | Reduce -5.0% |
| USMV iShares MSCI USA Min Vol Fac | 0.15% | 68,947 | $5.8M | No change |
| AMGN Amgen Inc. | 0.15% | 17,924 | $5.6M | Reduce -0.3% |
| SPGI S&P Global Inc. | 0.15% | 12,552 | $5.6M | Add +0.9% |
| CSCO Cisco Systems Inc. | 0.14% | 114,403 | $5.4M | Reduce -7.2% |
| CVX Chevron Corp. | 0.14% | 34,269 | $5.4M | Reduce -7.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.14% | 13,776 | $5.2M | No change |
| ORCL Oracle Corp. | 0.13% | 34,885 | $4.9M | Reduce -1.3% |
| XLV SS Health Care Select Sector | 0.13% | 33,018 | $4.8M | Add +1.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.12% | 24,432 | $4.5M | No change |
| AGG iShares Core U.S. Aggregate | 0.12% | 45,706 | $4.4M | Reduce -64.1% |
| MTD Mettler-Toledo International | 0.11% | 2,900 | $4.1M | Reduce -4.3% |
| PFE Pfizer Inc. | 0.11% | 144,801 | $4.1M | Reduce -0.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.11% | 55,734 | $4.0M | Add +15.2% |
| AVGO Broadcom Inc. | 0.10% | 2,476 | $4.0M | Add +4.9% |
| EFA iShares MSCI Eafe ETF | 0.10% | 50,665 | $4.0M | Reduce -0.5% |
| ACN Accenture PLC Class A | 0.10% | 12,831 | $3.9M | Reduce -10.2% |
| SYK Stryker Corp. | 0.10% | 11,426 | $3.9M | Add +2.7% |
| KO The Coca-Cola Co. | 0.10% | 59,507 | $3.8M | Reduce -8.7% |
| NVS Novartis AG-Sponsored ADR | 0.10% | 35,197 | $3.7M | Reduce -1.4% |
| IEMG iShares Core MSCI Emerging | 0.10% | 69,773 | $3.7M | Reduce -36.8% |
| ALL Allstate Corp. | 0.10% | 23,328 | $3.7M | Reduce -4.8% |
| VNT Vontier Corp. | 0.10% | 97,154 | $3.7M | Add +7.5% |
| INTC Intel Corp. | 0.09% | 115,503 | $3.6M | Reduce -3.6% |
| NEE Nextera Energy Inc. | 0.09% | 50,472 | $3.6M | Reduce -6.6% |
Portfolio Sells Q1 2024 → Q2 2024
| MUB iShares National Muni Bond E | Reduce -17.6% | 3.29% | −0.85 |
| SUB iShares Short-Term National | Sold out | 0.00% | −0.47 |
| PG The Procter & Gamble Co. | Reduce -25.4% | 1.04% | −0.37 |
| RSP Invesco S&P 500 Equal Weight | Reduce -0.9% | 5.04% | −0.34 |
| VGSH Vanguard Short-Term Treasury | Sold out | 0.00% | −0.22 |
| AGG iShares Core U.S. Aggregate | Reduce -64.1% | 0.12% | −0.22 |
| TXN Texas Instruments Inc. | Reduce -74.9% | 0.07% | −0.19 |
| SBUX Starbucks Corp. | Reduce -95.2% | 0.01% | −0.16 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Reduce -24.7% | 0.32% | −0.12 |
| V Visa Inc. Class A | Reduce -2.6% | 0.69% | −0.08 |
| ABT Abbott Laboratories | Reduce -1.8% | 0.47% | −0.07 |
| JJSF J & J Snack Foods Corp. | Reduce -66.6% | 0.04% | −0.06 |
| PAR Par Technology Corp. | Reduce -47.6% | 0.07% | −0.06 |
| GGG Graco Inc. | Reduce -36.8% | 0.06% | −0.06 |
| PEP Pepsico Inc. | Reduce -0.2% | 0.62% | −0.06 |
| UNP Union Pacific Corp. | Reduce -9.9% | 0.24% | −0.06 |
| IEMG iShares Core MSCI Emerging | Reduce -36.8% | 0.10% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.2% | 0.72% | −0.05 |
| MOO Vaneck Agribusiness ETF | Sold out | 0.00% | −0.05 |
| BAH Booz Allen Hamilton Holdings | Sold out | 0.00% | −0.05 |
| INTC Intel Corp. | Reduce -3.6% | 0.09% | −0.05 |
| XLI SS Industrial Select Sector | Reduce -34.4% | 0.08% | −0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.8% | 1.31% | −0.05 |
| CVS CVS Health Corp. | Reduce -40.2% | 0.03% | −0.04 |
| MSFT Microsoft Corp. | Reduce -4.5% | 3.47% | −0.04 |
| ICF iShares Select U.S. REIT ETF | Reduce -48.0% | 0.04% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -4.0% | 0.59% | −0.03 |
| COP Conocophillips | Reduce -1.9% | 0.20% | −0.03 |
| ABBV Abbvie Inc. | Reduce -1.6% | 0.30% | −0.03 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Reduce -2.5% | 3.14% | −0.03 |
| ACN Accenture PLC Class A | Reduce -10.2% | 0.10% | −0.03 |
| VHT Vanguard Health Care ETF | Reduce -27.7% | 0.07% | −0.03 |
| GIS General Mills Inc. | Reduce -5.0% | 0.15% | −0.03 |
| IEF iShares 7-10 Year Treasury B | Sold out | 0.00% | −0.03 |
| ATR Aptargroup Inc. | Reduce -1.5% | 0.42% | −0.03 |
| EW Edwards Lifesciences Corp. | Reduce -0.6% | 0.37% | −0.03 |
| AMP Ameriprise Financial Inc. | Reduce -7.6% | 0.17% | −0.02 |
| SJNK SS SPDR BB St Hi Yield ETF | Sold out | 0.00% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -7.2% | 0.14% | −0.02 |
| SCHD Schwab US DVD Equity ETF | Reduce -16.1% | 0.08% | −0.02 |
| ICLR Icon PLC | Sold out | 0.00% | −0.02 |
| EMR Emerson Electric Co. | Reduce -1.3% | 0.29% | −0.02 |
| MKTX Marketaxess Holdings Inc. | Sold out | 0.00% | −0.02 |
| BMY Bristol-Myers Squibb Co. | Reduce -5.9% | 0.05% | −0.02 |
| CTAS Cintas Corp. | Reduce -74.3% | 0.01% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -2.7% | 0.09% | −0.02 |
| WSM Williams-Sonoma Inc. | Sold out | 0.00% | −0.02 |
| CVX Chevron Corp. | Reduce -7.4% | 0.14% | −0.02 |
| ODFL Old Dominion Freight Line | Reduce -0.1% | 0.06% | −0.02 |
| ALL Allstate Corp. | Reduce -4.8% | 0.10% | −0.02 |
Portfolio Buys Q1 2024 → Q2 2024
| IVV iShares Core S&P 500 ETF | Add +2.1% | 39.03% | +1.31 |
| MRSH Marsh & McLennan Cos | Add +2402.3% | 0.67% | +0.64 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +242.4% | 0.71% | +0.50 |
| TSM Taiwan Semiconductor-SP ADR | Add +127.3% | 0.38% | +0.25 |
| AMZN Amazon.com Inc. | Add +5.4% | 2.07% | +0.19 |
| GOOG Alphabet Inc. Class C | Add +1.6% | 0.99% | +0.16 |
| IJR iShares Core S&P Small-Cap E | Add +21.9% | 1.17% | +0.15 |
| ADBE Adobe Inc. | Add +116.1% | 0.24% | +0.14 |
| FISV Fiserv Inc. | Add +48.1% | 0.47% | +0.12 |
| TJX TJX Companies Inc. | Add +19.8% | 0.52% | +0.11 |
| WCN Waste Connections Inc. | Add +49.8% | 0.31% | +0.10 |
| VOO Vanguard S&P 500 ETF | Add +32.2% | 0.38% | +0.10 |
| WMT Walmart Inc. | Add +16.5% | 0.44% | +0.10 |
| UNH Unitedhealth Group Inc. | Add +25.4% | 0.45% | +0.09 |
| XOM Exxon Mobil Corp. | Add +19.7% | 0.34% | +0.05 |
| CI The Cigna Group | Add +311.5% | 0.06% | +0.04 |
| TPL Texas Pacific Land Corp. | New | 0.04% | +0.04 |
| MA Mastercard Inc. Class A | Add +21.6% | 0.42% | +0.03 |
| IWF iShares Russell 1000 Growth | Add +0.7% | 0.38% | +0.02 |
| HON Honeywell International Inc. | Add +8.6% | 0.23% | +0.02 |
| AVGO Broadcom Inc. | Add +4.9% | 0.10% | +0.02 |
| AMAT Applied Materials Inc. | Add +1.2% | 0.16% | +0.02 |
| VT Vanguard Tot World STK ETF | Add +8.6% | 0.23% | +0.02 |
| VGT Vanguard Info Tech ETF | Add +45.4% | 0.05% | +0.02 |
| TMO Thermo Fisher Scientific Inc. | Add +11.0% | 0.52% | +0.01 |
| NFLX Netflix Inc. | Add +29.8% | 0.04% | +0.01 |
| EOG EOG Resources Inc. | Add +9.8% | 0.19% | +0.01 |
| IEFA iShares Core MSCI Eafe ETF | Add +15.2% | 0.11% | +0.01 |
| SCHM Schwab US Mid Cap ETF | New | 0.01% | +0.01 |
| QUAL iShares MSCI USA Quality Fac | New | 0.01% | +0.01 |
| LIN Linde PLC | Add +12.3% | 0.23% | +0.01 |
| DELL Dell Technologies -C | New | 0.01% | +0.01 |
| CHD Church & Dwight Co. Inc. | New | 0.01% | +0.01 |
| FSLR First Solar Inc. | New | 0.01% | +0.01 |
| FAST Fastenal Co. | New | 0.01% | +0.01 |
| TMUS T-Mobile US Inc. | New | 0.01% | +0.01 |
| DHR Danaher Corp. | Add +4.5% | 0.29% | +0.01 |
| VDC Vanguard Consumer Staple ETF | Add +28.6% | 0.02% | +0.00 |
| PWR Quanta Services Inc. | Add +28.4% | 0.02% | +0.00 |
| SPGI S&P Global Inc. | Add +0.9% | 0.15% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +16.6% | 0.04% | +0.00 |
| DVY iShares Select Dividend ETF | Add +20.1% | 0.02% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.2% | 0.69% | +0.00 |
| BAC Bank of America Corp. | Add +2.5% | 0.06% | +0.00 |
| IBM Intl Business Machines Corp. | Add +18.4% | 0.06% | +0.00 |
| INTU Intuit Inc. | Add +6.4% | 0.04% | +0.00 |
| SCHW Schwab (charles) Corp. | Add +1.7% | 0.22% | +0.00 |
| ECL Ecolab Inc. | Add +0.4% | 0.24% | +0.00 |
| BKNG Booking Holdings Inc. | Add +9.0% | 0.01% | +0.00 |
| ITOT iShares Core S&P Total U.S. | Add +1.9% | 0.08% | +0.00 |
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 |