Choate Investment Advisors
474 holdingsFiling period: 2026-06-30Current AUM: $5.89Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares TR | 2.57M | $1.92B | $1.99B | 33.72% | -9,258 | 2026-06-30 |
| 2 | VEU | Vanguard Intl Equity Index F | 3.24M | $271.6M | $264.2M | 4.49% | +138.0K | 2026-06-30 |
| 3 | IEMG | iShares Inc | 3.03M | $251.0M | $230.8M | 3.92% | +210.3K | 2026-06-30 |
| 4 | GVI | iShares TR | 2.26M | $239.8M | $234.9M | 3.99% | +54.8K | 2026-06-30 |
| 5 | AAPL | Apple Inc | 605.8K | $175.3M | $210.3M | 3.57% | -18,419 | 2026-06-30 |
| 6 | OAKM | Harris Oakmark ETF Trust | 5.82M | $163.9M | $178.9M | 3.04% | -274,705 | 2026-06-30 |
| 7 | SPYX | Spdr Series Trust | 2.28M | $139.2M | $143.5M | 2.44% | -99,456 | 2026-06-30 |
| 8 | NVDA | NVIDIA Corporation | 631.1K | $126.3M | $137.6M | 2.34% | -10,575 | 2026-06-30 |
| 9 | MSFT | Microsoft Corp | 319.5K | $119.2M | $169.8M | 2.88% | -5,168 | 2026-06-30 |
| 10 | AMZN | Amazon.com Inc | 464.5K | $110.7M | $117.6M | 2.00% | -8,906 | 2026-06-30 |
| 11 | GOOGL | Alphabet Inc | 290.7K | $103.9M | $93.2M | 1.58% | -6,533 | 2026-06-30 |
| 12 | GOOG | Alphabet Inc | 213.6K | $75.5M | $67.7M | 1.15% | -5,787 | 2026-06-30 |
| 13 | SPY | State Str Spdr S&P 500 ETF T | 94.1K | $70.3M | $72.5M | 1.23% | +1.9K | 2026-06-30 |
| 14 | VTI | Vanguard Index Fds | 187.4K | $69.3M | $70.8M | 1.20% | +17.4K | 2026-06-30 |
| 15 | TSM | Taiwan Semiconductor Manufac | 135.3K | $64.6M | $59.1M | 1.00% | +1.8K | 2026-06-30 |
| 16 | LLY | Eli Lilly & Co | 50.8K | $60.9M | $65.1M | 1.11% | +3 | 2026-06-30 |
| 17 | MUB | iShares TR | 547.4K | $58.9M | $56.9M | 0.97% | -170,373 | 2026-06-30 |
| 18 | JPM | JPMorgan Chase & Co | 159.9K | $52.3M | $53.7M | 0.91% | -910 | 2026-06-30 |
| 19 | JNJ | Johnson & Johnson | 184.8K | $46.9M | $49.7M | 0.84% | -2,736 | 2026-06-30 |
| 20 | WMT | Walmart Inc | 409.3K | $46.4M | $48.8M | 0.83% | -6,659 | 2026-06-30 |
| 21 | VEA | Vanguard Tax-Managed Fds | 647.4K | $46.1M | $45.2M | 0.77% | +24.7K | 2026-06-30 |
| 22 | HD | Home Depot Inc | 124.7K | $44.0M | $39.7M | 0.67% | -7,202 | 2026-06-30 |
| 23 | TJX | Tjx Cos Inc New | 244.3K | $37.0M | $34.3M | 0.58% | -4,715 | 2026-06-30 |
| 24 | V | Visa Inc | 102.2K | $35.1M | $41.1M | 0.70% | -3,417 | 2026-06-30 |
| 25 | BRK-B | Berkshire Hathaway Inc Del | 67.9K | $34.0M | $34.0M | 0.58% | +281 | 2026-06-30 |
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