Choate Investment Advisors
440 holdingsFiling period: 2026-03-31Current AUM: $5.76Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 2.58M | $1.68B | $1.93B | 33.55% | +133.8K | 2026-03-31 |
| 2 | GVI | ISHARES TR | 2.21M | $235.2M | $232.2M | 4.03% | +107.7K | 2026-03-31 |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | 3.10M | $233.2M | $257.2M | 4.46% | +128.5K | 2026-03-31 |
| 4 | IEMG | ISHARES INC | 2.82M | $196.7M | $218.8M | 3.80% | +2.78M | 2026-03-31 |
| 5 | OAKM | HARRIS OAKMARK ETF TRUST | 6.09M | $168.0M | $183.9M | 3.19% | -2,932,101 | 2026-03-31 |
| 6 | AAPL | APPLE INC | 624.3K | $158.4M | $192.8M | 3.35% | +880 | 2026-03-31 |
| 7 | SPYX | SPDR SERIES TRUST | 2.38M | $126.1M | $145.7M | 2.53% | -3,667 | 2026-03-31 |
| 8 | MSFT | MICROSOFT CORP | 324.7K | $120.2M | $150.9M | 2.62% | -682 | 2026-03-31 |
| 9 | NVDA | NVIDIA CORPORATION | 641.7K | $111.9M | $128.8M | 2.24% | -4,351 | 2026-03-31 |
| 10 | AMZN | AMAZON COM INC | 473.4K | $98.6M | $128.6M | 2.23% | -949 | 2026-03-31 |
| 11 | GOOGL | ALPHABET INC | 297.2K | $85.5M | $105.8M | 1.84% | -2,615 | 2026-03-31 |
| 12 | MUB | ISHARES TR | 717.8K | $76.2M | $75.8M | 1.32% | -447,758 | 2026-03-31 |
| 13 | GOOG | ALPHABET INC | 219.4K | $62.9M | $78.2M | 1.36% | -2,727 | 2026-03-31 |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | 92.2K | $60.0M | $68.9M | 1.20% | -421 | 2026-03-31 |
| 15 | VTI | VANGUARD INDEX FDS | 170.0K | $54.5M | $62.6M | 1.09% | +1.1K | 2026-03-31 |
| 16 | WMT | WALMART INC | 416.0K | $51.7M | $46.3M | 0.80% | -15,653 | 2026-03-31 |
| 17 | JPM | JPMORGAN CHASE & CO | 160.8K | $47.3M | $56.6M | 0.98% | +21.3K | 2026-03-31 |
| 18 | LLY | ELI LILLY & CO | 50.8K | $46.7M | $58.3M | 1.01% | +2.6K | 2026-03-31 |
| 19 | JNJ | JOHNSON & JOHNSON | 187.6K | $45.8M | $48.1M | 0.83% | -7,554 | 2026-03-31 |
| 20 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 133.5K | $45.1M | $54.0M | 0.94% | -5,281 | 2026-03-31 |
| 21 | HD | HOME DEPOT INC | 131.9K | $43.4M | $43.8M | 0.76% | -15,490 | 2026-03-31 |
| 22 | VEA | VANGUARD TAX-MANAGED FDS | 622.7K | $39.9M | $44.0M | 0.76% | +53.0K | 2026-03-31 |
| 23 | TJX | TJX COS INC NEW | 249.0K | $39.8M | $39.2M | 0.68% | -26,424 | 2026-03-31 |
| 24 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 67.6K | $32.4M | $32.4M | 0.56% | +750 | 2026-03-31 |
| 25 | V | VISA INC | 105.6K | $31.9M | $38.7M | 0.67% | -136 | 2026-03-31 |
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