Choate Investment Advisors
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Choate Investment Advisors reported 383 stock positions worth $3.9 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 40.5% of the portfolio, followed by iShares National Muni Bond E (MUB, 3.8%) and Apple (AAPL, 3.4%). Compared with Q2 2024, it opened 25 new positions, sold out of 19, added to 139 and reduced 143. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +1%) and the biggest sale Invesco S&P 500 Equal Weight (RSP, shares −83%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001399794
- Portfolio Value
- $3.9B (Q3 2024)
- SEC Filing
- 0001398344-24-020612 ↗ filed Nov 13, 2024
Holdings Value
Holdings 383 stocks · $3.9B
| IVV iShares Core S&P 500 ETF | 40.54% | 2,756,635 | $1.6B | Add +1.3% |
| MUB iShares National Muni Bond E | 3.83% | 1,382,615 | $150.2M | Add +17.5% |
| AAPL Apple Inc. | 3.36% | 566,074 | $131.9M | Add +1.3% |
| MSFT Microsoft Corp. | 3.26% | 297,210 | $127.9M | Add +0.3% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 3.21% | 2,667,999 | $126.1M | Reduce -0.5% |
| NVDA Nvidia Corp. | 2.41% | 778,048 | $94.5M | Reduce -6.8% |
| AMZN Amazon.com Inc. | 2.02% | 424,459 | $79.1M | Add +3.7% |
| HD Home Depot Inc. | 1.37% | 132,193 | $53.6M | Add +3.2% |
| GOOGL Alphabet Inc. Class A | 1.34% | 316,439 | $52.5M | Add +0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.34% | 91,390 | $52.4M | Reduce -0.4% |
| IJR iShares Core S&P Small-Cap E | 1.30% | 437,575 | $51.2M | Add +4.8% |
| VOO Vanguard S&P 500 ETF | 1.29% | 95,981 | $50.6M | Add +230.6% |
| PG The Procter & Gamble Co. | 1.07% | 241,649 | $41.8M | Add +0.4% |
| GOOG Alphabet Inc. Class C | 0.91% | 213,593 | $35.7M | Add +3.3% |
| RSP Invesco S&P 500 Equal Weight | 0.90% | 198,059 | $35.5M | Reduce -83.1% |
| JNJ Johnson & Johnson | 0.81% | 195,939 | $31.7M | Reduce -1.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.79% | 67,287 | $31.0M | Add +0.3% |
| FISV Fiserv Inc. | 0.73% | 158,109 | $28.4M | Add +31.1% |
| V Visa Inc. Class A | 0.72% | 103,002 | $28.3M | Add +2.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.71% | 97,885 | $27.7M | No change |
| MRSH Marsh & McLennan Cos | 0.69% | 121,610 | $27.1M | No change |
| UNH Unitedhealth Group Inc. | 0.64% | 43,202 | $25.3M | Add +29.3% |
| TMO Thermo Fisher Scientific Inc. | 0.64% | 40,749 | $25.2M | Add +12.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.61% | 202,794 | $23.9M | Add +12.6% |
| JPM JPMorgan Chase & Co. | 0.61% | 112,907 | $23.8M | Add +0.9% |
| PEP Pepsico Inc. | 0.60% | 139,537 | $23.7M | Reduce -2.8% |
| WMT Walmart Inc. | 0.57% | 278,516 | $22.5M | Add +12.0% |
| ABT Abbott Laboratories | 0.52% | 178,536 | $20.4M | Add +3.6% |
| MA Mastercard Inc. Class A | 0.51% | 40,628 | $20.1M | Add +11.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.48% | 27 | $18.7M | No change |
| VEA Vanguard Ftse Developed ETF | 0.46% | 341,014 | $18.0M | Reduce -1.1% |
| CNI Canadian Natl Railway Co. | 0.45% | 150,248 | $17.6M | Reduce -2.9% |
| ATR Aptargroup Inc. | 0.45% | 109,915 | $17.6M | Reduce -3.1% |
| LLY Eli Lilly & Co. | 0.42% | 18,450 | $16.3M | Add +1.1% |
| NKE Nike Inc. Class B | 0.40% | 179,789 | $15.9M | Reduce -6.9% |
| AXP American Express Co. | 0.40% | 57,779 | $15.7M | Reduce -4.6% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.39% | 168,627 | $15.5M | Reduce -42.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.39% | 87,157 | $15.2M | Add +4.1% |
| META Meta Platforms Inc. Class A | 0.39% | 26,412 | $15.1M | Add +1.1% |
| WCN Waste Connections Inc. | 0.38% | 82,524 | $14.8M | Add +21.4% |
| IWF iShares Russell 1000 Growth | 0.35% | 36,924 | $13.9M | Reduce -7.6% |
| ABBV Abbvie Inc. | 0.35% | 68,820 | $13.6M | Add +1.6% |
| XOM Exxon Mobil Corp. | 0.34% | 112,680 | $13.2M | Reduce -0.6% |
| DHR Danaher Corp. | 0.33% | 47,157 | $13.1M | Add +5.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.30% | 24,115 | $11.8M | Reduce -0.6% |
| ALC Alcon Inc. filed as ALCON AG | 0.30% | 117,173 | $11.7M | Reduce -1.3% |
| LIN Linde PLC | 0.30% | 24,485 | $11.7M | Add +21.1% |
| ADBE Adobe Inc. | 0.29% | 22,199 | $11.6M | Add +35.9% |
| IJH iShares Core S&P Midcap ETF | 0.29% | 180,260 | $11.2M | No change |
| KDP Keurig Dr Pepper Inc. | 0.28% | 293,331 | $11.0M | Reduce -1.7% |
| EMR Emerson Electric Co. | 0.27% | 97,610 | $10.7M | Reduce -1.9% |
| ADP Automatic Data Processing | 0.27% | 38,245 | $10.6M | Reduce -1.3% |
| VIG Vanguard Dividend Apprec ETF | 0.26% | 51,540 | $10.2M | Reduce -1.9% |
| HON Honeywell International Inc. | 0.25% | 48,275 | $10.0M | Add +17.0% |
| EW Edwards Lifesciences Corp. | 0.25% | 149,981 | $9.9M | Reduce -1.8% |
| GLD SPDR Gold Shares | 0.24% | 38,971 | $9.5M | No change |
| ECL Ecolab Inc. | 0.24% | 36,257 | $9.3M | Reduce -5.1% |
| VT Vanguard Tot World STK ETF | 0.23% | 76,508 | $9.2M | Reduce -0.5% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.23% | 91,309 | $9.1M | Reduce -25.5% |
| EPD Enterprise Products Partners | 0.23% | 310,964 | $9.1M | Reduce -3.0% |
| TYL Tyler Technologies Inc. | 0.22% | 15,072 | $8.8M | Reduce -1.5% |
| MRK Merck & Co. Inc. | 0.22% | 75,525 | $8.6M | Reduce -7.1% |
| BARNES GROUP INC | 0.21% | 206,250 | $8.3M | No change |
| UNP Union Pacific Corp. | 0.21% | 33,906 | $8.3M | Reduce -15.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.20% | 82,093 | $7.9M | Add +7.0% |
| EOG EOG Resources Inc. | 0.19% | 61,772 | $7.6M | Add +8.3% |
| AMT American Tower Corp. | 0.19% | 32,466 | $7.6M | Reduce -2.4% |
| COST Costco Wholesale Corp. | 0.19% | 8,227 | $7.3M | Add +5.0% |
| MCD McDonald's Corp. | 0.18% | 22,968 | $7.0M | Reduce -0.6% |
| PGR Progressive Corp. | 0.17% | 26,633 | $6.8M | Add +632.1% |
| COP Conocophillips | 0.17% | 64,208 | $6.8M | Reduce -4.4% |
| GIS General Mills Inc. | 0.17% | 91,297 | $6.7M | Reduce -0.4% |
| SPGI S&P Global Inc. | 0.17% | 12,656 | $6.5M | Add +0.8% |
| AMP Ameriprise Financial Inc. | 0.17% | 13,891 | $6.5M | Reduce -10.8% |
| CSCO Cisco Systems Inc. | 0.16% | 117,689 | $6.3M | Add +2.9% |
| CP Canadian Pacific Kansas City | 0.15% | 70,859 | $6.1M | Reduce -8.5% |
| ORCL Oracle Corp. | 0.15% | 35,449 | $6.0M | Add +1.6% |
| AMGN Amgen Inc. | 0.14% | 17,569 | $5.7M | Reduce -2.0% |
| USMV iShares MSCI USA Min Vol Fac | 0.14% | 60,697 | $5.5M | Reduce -12.0% |
| AMAT Applied Materials Inc. | 0.14% | 26,407 | $5.3M | Add +0.1% |
| CVX Chevron Corp. | 0.13% | 34,967 | $5.1M | Add +2.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.13% | 13,393 | $5.1M | Reduce -2.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.13% | 42,575 | $5.1M | Reduce -1.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.13% | 24,862 | $5.0M | Add +1.8% |
| XLV SS Health Care Select Sector | 0.13% | 32,165 | $5.0M | Reduce -2.6% |
| ALL Allstate Corp. | 0.11% | 23,320 | $4.4M | Reduce -0.0% |
| ACN Accenture PLC Class A | 0.11% | 12,427 | $4.4M | Reduce -3.1% |
| AVGO Broadcom Inc. | 0.11% | 25,047 | $4.3M | Add +1.2% |
| NEE Nextera Energy Inc. | 0.11% | 51,060 | $4.3M | Add +1.2% |
| EFA iShares MSCI Eafe ETF | 0.11% | 51,579 | $4.3M | Add +1.8% |
| KO The Coca-Cola Co. | 0.11% | 59,828 | $4.3M | Add +0.5% |
| LOW Lowe's Cos Inc. | 0.11% | 15,506 | $4.2M | Add +4.5% |
| PRGS Progress Software Corp. | 0.11% | 61,948 | $4.2M | No change |
| PFE Pfizer Inc. | 0.10% | 140,000 | $4.1M | Reduce -3.3% |
| AFL Aflac Inc. | 0.10% | 36,020 | $4.0M | Add +0.2% |
| MTD Mettler-Toledo International | 0.10% | 2,630 | $3.9M | Reduce -9.3% |
| RTX RTX Corp. | 0.10% | 32,050 | $3.9M | Add +4.5% |
| NVS Novartis AG-Sponsored ADR | 0.10% | 32,773 | $3.8M | Reduce -6.9% |
| CTSH Cognizant Tech Solutions-A | 0.09% | 48,173 | $3.7M | Reduce -1.2% |
| IEMG iShares Core MSCI Emerging | 0.09% | 63,353 | $3.6M | Reduce -9.2% |
Portfolio Sells Q2 2024 → Q3 2024
| RSP Invesco S&P 500 Equal Weight | Reduce -83.1% | 0.90% | −4.13 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -42.9% | 0.39% | −0.32 |
| NVDA Nvidia Corp. | Reduce -6.8% | 2.41% | −0.29 |
| SCHW Schwab (charles) Corp. | Reduce -66.3% | 0.06% | −0.15 |
| EW Edwards Lifesciences Corp. | Reduce -1.8% | 0.25% | −0.12 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Reduce -25.5% | 0.23% | −0.09 |
| AGG iShares Core U.S. Aggregate | Reduce -74.9% | 0.03% | −0.09 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -53.0% | 0.05% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -7.1% | 0.22% | −0.05 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -1.9% | 0.13% | −0.03 |
| CNI Canadian Natl Railway Co. | Reduce -2.9% | 0.45% | −0.03 |
| INTC Intel Corp. | Reduce -8.4% | 0.06% | −0.03 |
| COP Conocophillips | Reduce -4.4% | 0.17% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -7.6% | 0.35% | −0.03 |
| UNP Union Pacific Corp. | Reduce -15.6% | 0.21% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -48.1% | 0.03% | −0.03 |
| JJSF J & J Snack Foods Corp. | Reduce -58.9% | 0.02% | −0.02 |
| TPL Texas Pacific Land Corp. | Reduce -61.5% | 0.02% | −0.02 |
| XLY SS Consumer Disc Select Sect | Reduce -38.4% | 0.04% | −0.02 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.02 |
| PAR Par Technology Corp. | Reduce -30.5% | 0.05% | −0.02 |
| WIRE Encore Wire Corp. | Sold out | 0.00% | −0.02 |
| LSXMK Liberty Media Corp.-Liber-New | Sold out | 0.00% | −0.02 |
| PEP Pepsico Inc. | Reduce -2.8% | 0.60% | −0.02 |
| GGG Graco Inc. | Reduce -29.1% | 0.05% | −0.02 |
| QCOM Qualcomm Inc. | Reduce -0.6% | 0.07% | −0.02 |
| EMR Emerson Electric Co. | Reduce -1.9% | 0.27% | −0.02 |
| VNT Vontier Corp. | Reduce -1.8% | 0.08% | −0.02 |
| SYY Sysco Corp. | Reduce -63.6% | 0.01% | −0.01 |
| TXN Texas Instruments Inc. | Reduce -22.8% | 0.06% | −0.01 |
| EPD Enterprise Products Partners | Reduce -3.0% | 0.23% | −0.01 |
| SYK Stryker Corp. | Reduce -13.9% | 0.09% | −0.01 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -12.0% | 0.14% | −0.01 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.01 |
| OKE Oneok Inc. | Sold out | 0.00% | −0.01 |
| SCHM Schwab US Mid Cap ETF | Sold out | 0.00% | −0.01 |
| QUAL iShares MSCI USA Quality Fac | Sold out | 0.00% | −0.01 |
| SCHD Schwab US DVD Equity ETF | Reduce -15.7% | 0.07% | −0.01 |
| AMP Ameriprise Financial Inc. | Reduce -10.8% | 0.17% | −0.01 |
| LH Laboratory CRP of Amer Hldgs | Sold out | 0.00% | −0.01 |
| HHH Howard Hughes Holdings Inc. | Sold out | 0.00% | −0.01 |
| SHEL Shell PLC-ADR | Reduce -51.1% | 0.01% | −0.01 |
| PSX Phillips 66 | Sold out | 0.00% | −0.01 |
| BAC Bank of America Corp. | Reduce -7.3% | 0.06% | −0.01 |
| OXY Occidental Petroleum Corp. | Sold out | 0.00% | −0.01 |
| CHD Church & Dwight Co. Inc. | Sold out | 0.00% | −0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.01 |
| MTD Mettler-Toledo International | Reduce -9.3% | 0.10% | −0.01 |
| WFC Wells Fargo & Co. | Reduce -1.4% | 0.06% | −0.01 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -6.5% | 0.05% | −0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| IVV iShares Core S&P 500 ETF | Add +1.3% | 40.54% | +1.52 |
| VOO Vanguard S&P 500 ETF | Add +230.6% | 1.29% | +0.91 |
| MUB iShares National Muni Bond E | Add +17.5% | 3.83% | +0.54 |
| AAPL Apple Inc. | Add +1.3% | 3.36% | +0.28 |
| FISV Fiserv Inc. | Add +31.1% | 0.73% | +0.25 |
| HD Home Depot Inc. | Add +3.2% | 1.37% | +0.21 |
| UNH Unitedhealth Group Inc. | Add +29.3% | 0.64% | +0.20 |
| PGR Progressive Corp. | Add +632.1% | 0.17% | +0.15 |
| IJR iShares Core S&P Small-Cap E | Add +4.8% | 1.30% | +0.14 |
| WMT Walmart Inc. | Add +12.0% | 0.57% | +0.13 |
| TMO Thermo Fisher Scientific Inc. | Add +12.8% | 0.64% | +0.12 |
| MA Mastercard Inc. Class A | Add +11.4% | 0.51% | +0.09 |
| TJX TJX Companies Inc. | Add +12.6% | 0.61% | +0.09 |
| MSCI MSCI Inc. | New | 0.08% | +0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.3% | 0.79% | +0.07 |
| LIN Linde PLC | Add +21.1% | 0.30% | +0.07 |
| WCN Waste Connections Inc. | Add +21.4% | 0.38% | +0.06 |
| ADBE Adobe Inc. | Add +35.9% | 0.29% | +0.06 |
| ABT Abbott Laboratories | Add +3.6% | 0.52% | +0.05 |
| U Unity Software Inc. | New | 0.05% | +0.05 |
| ABBV Abbvie Inc. | Add +1.6% | 0.35% | +0.04 |
| DHR Danaher Corp. | Add +5.0% | 0.33% | +0.04 |
| META Meta Platforms Inc. Class A | Add +1.1% | 0.39% | +0.04 |
| V Visa Inc. Class A | Add +2.0% | 0.72% | +0.03 |
| PG The Procter & Gamble Co. | Add +0.4% | 1.07% | +0.03 |
| ORCL Oracle Corp. | Add +1.6% | 0.15% | +0.02 |
| HON Honeywell International Inc. | Add +17.0% | 0.25% | +0.02 |
| LOW Lowe's Cos Inc. | Add +4.5% | 0.11% | +0.02 |
| SPGI S&P Global Inc. | Add +0.8% | 0.17% | +0.02 |
| AFL Aflac Inc. | Add +0.2% | 0.10% | +0.02 |
| BLK BlackRock Finance Inc. | Add +24.8% | 0.06% | +0.02 |
| RTX RTX Corp. | Add +4.5% | 0.10% | +0.02 |
| TSLA Tesla Inc. | Add +4.3% | 0.07% | +0.02 |
| CSCO Cisco Systems Inc. | Add +2.9% | 0.16% | +0.02 |
| NEE Nextera Energy Inc. | Add +1.2% | 0.11% | +0.02 |
| BMY Bristol-Myers Squibb Co. | Add +11.0% | 0.06% | +0.02 |
| SEB Seaboard Corp. | New | 0.01% | +0.01 |
| SIRI Sirius XM Holdings Inc. | New | 0.01% | +0.01 |
| BX Blackstone Inc. | Add +11.9% | 0.05% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +0.9% | 0.61% | +0.01 |
| COST Costco Wholesale Corp. | Add +5.0% | 0.19% | +0.01 |
| C Citigroup Inc. | New | 0.01% | +0.01 |
| LBRDA Liberty Broadband-A | New | 0.01% | +0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +1.8% | 0.13% | +0.01 |
| KO The Coca-Cola Co. | Add +0.5% | 0.11% | +0.01 |
| ICE Intercontinental Exchange Inc. | Add +59.6% | 0.02% | +0.01 |
| VYM Vanguard High DVD Yield ETF | Add +7.6% | 0.08% | +0.01 |
| DE Deere & Co. | Add +5.4% | 0.07% | +0.01 |
| IOT Samsara Inc. Class A | New | 0.01% | +0.01 |
| MKL Markel Group Inc. | New | 0.01% | +0.01 |
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 |