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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Choate Investment Advisors INSTITUTION : Choate Investment Advisors
Choate Investment Advisors Portfolio (reported on 2020-05-07)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
ISHARES TR    (CORE S&P500 ETF) IVV 377,386,000 1,460,472 30.11%
VANGUARD SCOTTSDALE FDS    (INTER TERM TREAS) VGIT 197,248,000 2,795,858 15.73%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 75,180,000 894,790 5.99%
SPDR SER TR    (SPDR S&P 500 ETF) 69,281,000 1,084,934 5.52%
ISHARES TR    (BARCLAYS 7 10 YR) IEF 35,277,000 290,395 2.81%
CHASE CORP    (COM) CCF 24,472,000 297,383 1.95%
APPLE INC    (COM) AAPL 24,152,000 94,977 1.92%
INVESCO EXCHANGE-TRADED FD T    (RUSEL 1000 LOW) 24,080,000 911,745 1.92%
ISHARES TR    (MSCI MIN VOL ETF) USMV 23,053,000 426,830 1.83%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 22,942,000 89,010 1.83%
MICROSOFT CORP    (COM) MSFT 17,510,000 111,025 1.39%
JOHNSON & JOHNSON    (COM) JNJ 10,609,000 80,901 0.84%
PROCTER & GAMBLE CO    (COM) PG 9,476,000 86,141 0.75%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 9,247,000 50,578 0.73%
JPMORGAN CHASE & CO    (COM) JPM 9,028,000 100,277 0.72%
INTEL CORP    (COM) INTC 8,958,000 165,517 0.71%
INVESCO EXCHANGE-TRADED FD T    (RUSEL 1000 EQL) 8,737,000 360,568 0.69%
AMAZON COM INC    (COM) AMZN 8,575,000 4,398 0.68%
INVESCO EXCHANGE-TRADED FD T    (FTSE INTL LOW) 8,306,000 375,093 0.66%
ISHARES INC    (MIN VOL EMRG MKT) EEMV 8,108,000 172,795 0.64%
INVESCO EXCHANGE-TRADED FD T    (S&P INTL LOW) 7,803,000 296,818 0.62%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 7,704,000 86,975 0.61%
ABBOTT LABS    (COM) ABT 7,436,000 94,240 0.59%
HOME DEPOT INC    (COM) HD 6,429,000 34,431 0.51%
FIRST TR EXCHANGE-TRADED FD    (DJ INTERNT IDX) FDN 6,052,000 48,916 0.48%
MERCK & CO. INC    (COM) MRK 5,525,000 71,807 0.44%
ANALOG DEVICES INC    (COM) ADI 5,459,000 60,889 0.43%
BERKSHIRE HATHAWAY INC DEL    (CL A) BRK.A 5,440,000 20 0.43%
ALPHABET INC    (CAP STK CL C) GOOG 5,284,000 4,544 0.42%
ALPHABET INC    (CAP STK CL A) GOOGL 5,025,000 4,325 0.40%
PFIZER INC    (COM) PFE 4,895,000 149,962 0.39%
SPDR GOLD TRUST    (GOLD SHS) GLD 4,771,000 32,228 0.38%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 4,670,000 17,766 0.37%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 4,538,000 33,200 0.36%
ABBVIE INC    (COM) ABBV 4,278,000 56,143 0.34%
GENERAL MLS INC    (COM) GIS 4,079,000 77,291 0.32%
EXXON MOBIL CORP    (COM) XOM 4,037,000 106,312 0.32%
CISCO SYS INC    (COM) CSCO 3,930,000 99,968 0.31%
ISHARES TR    (MSCI EAFE ETF) EFA 3,713,000 69,460 0.29%
AMGEN INC    (COM) AMGN 3,667,000 18,088 0.29%
AMERICAN EXPRESS CO    (COM) AXP 3,661,000 42,759 0.29%
VANGUARD TAX-MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 3,493,000 104,782 0.27%
PEPSICO INC    (COM) PEP 3,397,000 28,286 0.27%
ISHARES TR    (CORE S&P SCP ETF) IJR 3,169,000 56,471 0.25%
ILLINOIS TOOL WKS INC    (COM) ITW 3,127,000 22,001 0.24%
MCDONALDS CORP    (COM) MCD 3,098,000 18,739 0.24%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 3,021,000 54,198 0.24%
3M CO    (COM) MMM 2,913,000 21,340 0.23%
VERIZON COMMUNICATIONS INC    (COM) VZ 2,906,000 54,089 0.23%
ISHARES INC    (CORE MSCI EMKT) IEMG 2,887,000 71,348 0.23%
TJX COS INC NEW    (COM) TJX 2,772,000 57,979 0.22%
PROGRESS SOFTWARE CORP    (COM) PRGS 2,736,000 85,503 0.21%
COGNIZANT TECHNOLOGY SOLUTIO    (CL A) CTSH 2,730,000 58,743 0.21%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 2,664,000 25,768 0.21%
ISHARES INC    (EM MKT SM-CP ETF) EEMS 2,624,000 81,786 0.20%
UNITED TECHNOLOGIES CORP    (COM) UTX 2,608,000 27,646 0.20%
LILLY ELI & CO    (COM) LLY 2,597,000 18,719 0.20%
COCA COLA CO    (COM) KO 2,441,000 55,155 0.19%
STANDEX INTL CORP    (COM) SXI 2,347,000 47,876 0.18%
AFLAC INC    (COM) AFL 2,334,000 68,160 0.18%
ALLSTATE CORP    (COM) ALL 2,225,000 24,260 0.17%
S&P GLOBAL INC    (COM) SPGI 2,217,000 9,048 0.17%
SPDR INDEX SHS FDS    (MSCI EAFE FS ETF) 2,183,000 38,977 0.17%
UNION PAC CORP    (COM) UNP 2,090,000 14,819 0.16%
AMERIPRISE FINL INC    (COM) AMP 2,087,000 20,362 0.16%
SELECT SECTOR SPDR TR    (SBI CONS DISCR) XLY 2,050,000 20,904 0.16%
STRYKER CORP    (COM) SYK 1,877,000 11,273 0.14%
ISHARES TR    (RUS 1000 ETF) IWB 1,756,000 12,404 0.14%
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 1,656,000 19,408 0.13%
NIKE INC    (CL B) NKE 1,635,000 19,763 0.13%
DISNEY WALT CO    (COM DISNEY) DIS 1,619,000 16,757 0.12%
ISHARES TR    (RUSSELL 2000 ETF) IWM 1,612,000 14,080 0.12%
WALGREENS BOOTS ALLIANCE INC    (COM) WBA 1,571,000 34,337 0.12%
WALMART INC    (COM) WMT 1,548,000 13,622 0.12%
CHEVRON CORP NEW    (COM) CVX 1,541,000 21,265 0.12%
SELECT SECTOR SPDR TR    (SBI INT-INDS) XLI 1,541,000 26,112 0.12%
VANGUARD INTL EQUITY INDEX F    (TT WRLD ST ETF) 1,525,000 24,291 0.12%
INVESCO QQQ TR    (UNIT SER 1) 1,457,000 7,651 0.11%
SKYWORKS SOLUTIONS INC    (COM) SWKS 1,457,000 16,305 0.11%
ISHARES TR    (MSCI EMG MKT ETF) EEM 1,423,000 41,700 0.11%
INVESCO EXCHANGE TRADED FD T    (FTSE RAFI 1000) 1,399,000 15,131 0.11%
WELLS FARGO CO NEW    (COM) WFC 1,368,000 47,676 0.10%
KIMBERLY CLARK CORP    (COM) KMB 1,339,000 10,474 0.10%
TARGET CORP    (COM) TGT 1,287,000 13,842 0.10%
DANAHER CORPORATION    (COM) DHR 1,270,000 9,175 0.10%
NEXTERA ENERGY INC    (COM) NEE 1,261,000 5,241 0.10%
KROGER CO    (COM) KR 1,224,000 40,621 0.09%
ISHARES TR    (RUS 1000 GRW ETF) IWF 1,223,000 8,118 0.09%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 1,219,000 4,298 0.09%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 1,186,000 9,197 0.09%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 1,183,000 7,246 0.09%
ISHARES TR    (S&P 500 GRWT ETF) IVW 1,151,000 6,973 0.09%
COMCAST CORP NEW    (CL A) CMCSA 1,111,000 32,321 0.08%
NVIDIA CORP    (COM) NVDA 1,060,000 4,020 0.08%
GLAXOSMITHKLINE PLC    (SPONSORED ADR) GSK 1,059,000 27,940 0.08%
MASTERCARD INC    (CL A) MA 1,034,000 4,279 0.08%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 1,033,000 30,779 0.08%
AT&T INC    (COM) T 1,002,000 34,389 0.07%
ISHARES TR    (TIPS BD ETF) TIP 997,000 8,451 0.07%
CVS HEALTH CORP    (COM) CVS 995,000 16,778 0.07%
ISHARES TR    (CORE US AGGBD ET) AGG 994,000 8,614 0.07%
COLGATE PALMOLIVE CO    (COM) CL 944,000 14,228 0.07%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 927,000 13,276 0.07%
VISA INC    (COM CL A) V 920,000 5,707 0.07%
HOLOGIC INC    (COM) HOLX 919,000 26,186 0.07%
AMERICAN WTR WKS CO INC NEW    (COM) AWK 870,000 7,276 0.06%
FISERV INC    (COM) FISV 866,000 9,116 0.06%
V F CORP    (COM) VFC 860,000 15,908 0.06%
METTLER TOLEDO INTERNATIONAL    (COM) MTD 859,000 1,244 0.06%
GILEAD SCIENCES INC    (COM) GILD 842,000 11,264 0.06%
HONEYWELL INTL INC    (COM) HON 836,000 6,247 0.06%
ISHARES TR    (EAFE GRWTH ETF) EFG 828,000 11,650 0.06%
ORACLE CORP    (COM) ORCL 810,000 16,768 0.06%
LOWES COS INC    (COM) LOW 793,000 9,220 0.06%
BOEING CO    (COM) BA 775,000 5,196 0.06%
ISHARES GOLD TRUST    (ISHARES) IAU 775,000 51,431 0.06%
ISHARES TR    (SELECT DIVID ETF) DVY 767,000 10,426 0.06%
PNC FINL SVCS GROUP INC    (COM) PNC 766,000 8,002 0.06%
EMERSON ELEC CO    (COM) EMR 759,000 15,928 0.06%
GENERAL DYNAMICS CORP    (COM) GD 747,000 5,648 0.05%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 729,000 6,573 0.05%
GENERAL ELECTRIC CO    (COM) GE 712,000 89,610 0.05%
ZIMMER BIOMET HOLDINGS INC    (COM) ZMH 708,000 7,004 0.05%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 698,000 2,947 0.05%
CONSTELLATION BRANDS INC    (CL A) STZ 696,000 4,857 0.05%
COSTCO WHSL CORP NEW    (COM) COST 662,000 2,323 0.05%
DEERE & CO    (COM) DE 651,000 4,714 0.05%
CAPITAL ONE FINL CORP    (COM) COF 649,000 12,868 0.05%
FACEBOOK INC    (CL A) FB 638,000 3,822 0.05%
EVERBRIDGE INC    (COM) 637,000 5,985 0.05%
YUM BRANDS INC    (COM) YUM 635,000 9,263 0.05%
ECOLAB INC    (COM) ECL 633,000 4,062 0.05%
CIGNA CORP NEW    (COM) 628,000 3,542 0.05%
BLACKROCK INC    (COM) BLK 612,000 1,391 0.04%
VANGUARD BD INDEX FDS    (SHORT TRM BOND) BSV 595,000 7,239 0.04%
US BANCORP DEL    (COM NEW) USB 590,000 17,129 0.04%
ISHARES TR    (RUS 1000 VAL ETF) IWD 589,000 5,940 0.04%
NORTHROP GRUMMAN CORP    (COM) NOC 589,000 1,948 0.04%
DOVER CORP    (COM) DOV 579,000 6,895 0.04%
GOLDMAN SACHS ETF TR    (ACTIVEBETA EME) 577,000 22,065 0.04%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 572,000 7,121 0.04%
MAXIM INTEGRATED PRODS INC    (COM) MXIM 566,000 11,653 0.04%
ROPER TECHNOLOGIES INC    (COM) ROP 560,000 1,796 0.04%
UNITEDHEALTH GROUP INC    (COM) UNH 557,000 2,234 0.04%
STATE STR CORP    (COM) STT 539,000 10,117 0.04%
DARDEN RESTAURANTS INC    (COM) DRI 533,000 9,789 0.04%
TRAVELERS COMPANIES INC    (COM) TRV 506,000 5,090 0.04%
INVESCO EXCHANGE TRADED FD T    (BUYBACK ACHIEV) 506,000 10,450 0.04%
NORFOLK SOUTHERN CORP    (COM) NSC 486,000 3,326 0.03%
PHILIP MORRIS INTL INC    (COM) PM 472,000 6,476 0.03%
BK OF AMERICA CORP    (COM) BAC 471,000 22,200 0.03%
YUM CHINA HLDGS INC    (COM) 468,000 10,989 0.03%
ISHARES TR    (U.S. TECH ETF) IYW 463,000 2,265 0.03%
WORLD GOLD TR    (SPDR GLD MINIS) 462,000 29,385 0.03%
INVESCO EXCHANGE-TRADED FD T    (S&P500 LOW VOL) 460,000 9,801 0.03%
MONDELEZ INTL INC    (CL A) MDLZ 453,000 9,049 0.03%
ISHARES TR    (20 YR TR BD ETF) TLT 445,000 2,700 0.03%
AMERICAN TOWER CORP NEW    (COM) AMT 440,000 2,021 0.03%
ISHARES TR    (BROAD USD HIGH) 436,000 12,295 0.03%
ISHARES TR    (CORE 1 5 YR USD) ISTB 433,000 8,569 0.03%
AIR PRODS & CHEMS INC    (COM) APD 426,000 2,134 0.03%
LOCKHEED MARTIN CORP    (COM) LMT 419,000 1,235 0.03%
CATERPILLAR INC DEL    (COM) CAT 417,000 3,595 0.03%
ISHARES TR    (U.S. FINLS ETF) IYF 414,000 4,255 0.03%
ISHARES TR    (RUS MID CAP ETF) IWR 408,000 9,456 0.03%
PAYPAL HLDGS INC    (COM) PYPL 407,000 4,250 0.03%
EBAY INC    (COM) EBAY 403,000 13,403 0.03%
GLOBE LIFE INC    (COM) 395,000 5,486 0.03%
ISHARES TR    (IBOXX INV CP ETF) LQD 394,000 3,189 0.03%
ISHARES TR    (CORE MSCI EAFE) IEFA 387,000 7,759 0.03%
GLOBAL X FDS    (S&P 500 CATHOLIC) 384,000 12,055 0.03%
RAYTHEON CO    (COM NEW) RTN 382,000 2,912 0.03%
VANGUARD INTL EQUITY INDEX F    (GLB EX US ETF) VNQI 377,000 8,786 0.03%
SELECT SECTOR SPDR TR    (SBI CONS STPLS) XLP 374,000 6,867 0.02%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 369,000 17,726 0.02%
MCKESSON CORP    (COM) MCK 368,000 2,721 0.02%
BIOGEN INC    (COM) BIIB 368,000 1,162 0.02%
ISHARES U S ETF TR    (COMMOD SEL STG) COMT 366,000 16,323 0.02%
PAYCHEX INC    (COM) PAYX 364,000 5,781 0.02%
PRICE T ROWE GROUP INC    (COM) TROW 355,000 3,635 0.02%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 353,000 1,666 0.02%
ISHARES TR    (JPMORGAN USD EMG) EMB 345,000 3,564 0.02%
ALTRIA GROUP INC    (COM) MO 340,000 8,796 0.02%
BAXTER INTL INC    (COM) BAX 331,000 4,072 0.02%
METLIFE INC    (COM) MET 329,000 10,749 0.02%
ISHARES TR    (CORE S&P MCP ETF) IJH 329,000 2,286 0.02%
QUALCOMM INC    (COM) QCOM 326,000 4,814 0.02%
EDWARDS LIFESCIENCES CORP    (COM) EW 325,000 1,723 0.02%
INVESCO EXCHANGE-TRADED FD T    (RUSL 1000 ENHD) 324,000 15,350 0.02%
ALLERGAN PLC    (SHS) AGN 320,000 1,809 0.02%
ISHARES TR    (MSCI ACWI ETF) ACWI 317,000 5,070 0.02%
BECTON DICKINSON & CO    (COM) BDX 317,000 1,380 0.02%
ISHARES TR    (US INDUSTRIALS) IYJ 310,000 2,494 0.02%
CDK GLOBAL INC    (COM) CDK 304,000 9,244 0.02%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 299,000 4,813 0.02%
NUVEEN AMT FREE QLTY MUN INC    (COM) NEA 288,000 21,300 0.02%
CORNING INC    (COM) GLW 288,000 14,045 0.02%
EQUINIX INC    (COM) EQIX 287,000 460 0.02%
NUVEEN QUALITY MUNCP INCOME    (COM) NAD 287,000 20,900 0.02%
ROCKWELL AUTOMATION INC    (COM) ROK 286,000 1,892 0.02%
1 2 Next >Full Portfolio View
Total Value As 2020-03-31: 1,253,249,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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