Choate Investment Advisors
474 holdingsFiling period: 2026-06-30Current AUM: $5.82Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 2.57M | $1.92B | $1.95B | 33.51% | -9,258 | 2026-06-30 |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | 3.24M | $271.6M | $271.7M | 4.67% | +138.0K | 2026-06-30 |
| 3 | IEMG | ISHARES INC | 3.03M | $251.0M | $242.7M | 4.17% | +210.3K | 2026-06-30 |
| 4 | GVI | ISHARES TR | 2.26M | $239.8M | $234.6M | 4.03% | +54.8K | 2026-06-30 |
| 5 | AAPL | APPLE INC | 605.8K | $175.3M | $200.7M | 3.45% | -18,419 | 2026-06-30 |
| 6 | OAKM | HARRIS OAKMARK ETF TRUST | 5.82M | $163.9M | $180.5M | 3.10% | -274,705 | 2026-06-30 |
| 7 | SPYX | SPDR SERIES TRUST | 2.28M | $139.2M | $141.2M | 2.43% | -99,456 | 2026-06-30 |
| 8 | NVDA | NVIDIA CORPORATION | 631.1K | $126.3M | $133.9M | 2.30% | -10,575 | 2026-06-30 |
| 9 | MSFT | MICROSOFT CORP | 319.5K | $119.2M | $158.8M | 2.73% | -5,168 | 2026-06-30 |
| 10 | AMZN | AMAZON COM INC | 464.5K | $110.7M | $115.4M | 1.98% | -8,906 | 2026-06-30 |
| 11 | GOOGL | ALPHABET INC | 290.7K | $103.9M | $100.3M | 1.72% | -6,533 | 2026-06-30 |
| 12 | GOOG | ALPHABET INC | 213.6K | $75.5M | $72.9M | 1.25% | -5,787 | 2026-06-30 |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | 94.1K | $70.3M | $71.3M | 1.23% | +1.9K | 2026-06-30 |
| 14 | VTI | VANGUARD INDEX FDS | 187.4K | $69.3M | $69.9M | 1.20% | +17.4K | 2026-06-30 |
| 15 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 135.3K | $64.6M | $56.0M | 0.96% | +1.8K | 2026-06-30 |
| 16 | LLY | ELI LILLY & CO | 50.8K | $60.9M | $57.7M | 0.99% | +3 | 2026-06-30 |
| 17 | MUB | ISHARES TR | 547.4K | $58.9M | $56.3M | 0.97% | -170,373 | 2026-06-30 |
| 18 | JPM | JPMORGAN CHASE & CO | 159.9K | $52.3M | $56.4M | 0.97% | -910 | 2026-06-30 |
| 19 | JNJ | JOHNSON & JOHNSON | 184.8K | $46.9M | $49.4M | 0.85% | -2,736 | 2026-06-30 |
| 20 | WMT | WALMART INC | 409.3K | $46.4M | $44.2M | 0.76% | -6,659 | 2026-06-30 |
| 21 | VEA | VANGUARD TAX-MANAGED FDS | 647.4K | $46.1M | $46.3M | 0.80% | +24.7K | 2026-06-30 |
| 22 | HD | HOME DEPOT INC | 124.7K | $44.0M | $38.1M | 0.65% | -7,202 | 2026-06-30 |
| 23 | TJX | TJX COS INC NEW | 244.3K | $37.0M | $30.4M | 0.52% | -4,715 | 2026-06-30 |
| 24 | V | VISA INC | 102.2K | $35.1M | $38.4M | 0.66% | -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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