Fund HoldingsChoate Investment Advisors

Total Portfolio Value
$2.55B
Total Bought
$248.67M
Total Sold
$64.45M
Net Transaction
+$184.23M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
SPDR SER TR
ST STR BLO 1 ETF
0767,271+767,271070,4512.76%+70,451
AMAZON COM INC(AMZN)129,580191,745+62,16516,89224,3750.96%+7,483
MICROSOFT CORP(MSFT)162,515198,949+36,43455,34362,8182.46%+7,475
ALPHABET INC(GOOG)107,198143,102+35,90412,96818,8680.74%+5,900
ALPHABET INC(GOOG)120,129150,821+30,69214,37919,7360.77%+5,357
NVIDIA CORPORATION(NVDA)20,89529,797+8,9028,83912,9610.51%+4,122
INVESCO QQQ TR8,69819,749+11,0513,2137,0750.28%+3,862
UNITEDHEALTH GROUP INC(UNH)13,69120,487+6,7966,58010,3290.40%+3,749
META PLATFORMS INC(META)015,615+15,61504,6880.18%+4,688
SELECT SECTOR SPDR TR
ST STR INDL ETF
031,839+31,83903,2280.13%+3,228
VANGUARD INDEX FDS4,90412,362+7,4581,9974,8550.19%+2,857
TESLA INC(TSLA)11,91822,401+10,4833,1205,6050.22%+2,485
VANGUARD INDEX FDS21,14533,426+12,2814,6587,1000.28%+2,442
VANGUARD INDEX FDS013,856+13,85603,7730.15%+3,773
CANADIAN PACIFIC KANSAS CITY(CP)029,044+29,04402,1610.08%+2,161
AMERICAN EXPRESS CO(AXP)39,91460,781+20,8676,9539,0680.36%+2,115
ELI LILLY & CO(LLY)16,55218,159+1,6077,7639,7540.38%+1,991
CHASE CORP312,367312,367037,86539,7421.56%+1,877
ADOBE INC(ADBE)07,012+7,01203,5750.14%+3,575
SCHWAB STRATEGIC TR056,000+56,00001,8060.07%+1,806
THERMO FISHER SCIENTIFIC INC(TMO)9,62813,307+3,6795,0236,7360.26%+1,712
VISA INC(V)16,34224,303+7,9613,8815,5900.22%+1,709
AUTOMATIC DATA PROCESSING IN32,70336,912+4,2097,1888,8800.35%+1,692
SPDR SER TR
ST STR BL 12 ETF
81,44298,479+17,0378,1009,7920.38%+1,691
JPMORGAN CHASE & CO(JPM)106,890118,644+11,75415,54617,2060.67%+1,660
BLACKSTONE INC(BX)024,043+24,04302,5760.10%+2,576
SALESFORCE INC(CRM)010,613+10,61302,1520.08%+2,152
BERKSHIRE HATHAWAY INC DEL59,49662,510+3,01420,28821,8970.86%+1,609
ISHARES TR
CORE MSCI EAFE
037,290+37,29002,4000.09%+2,400
OREILLY AUTOMOTIVE INC(ORLY)02,475+2,47502,2490.09%+2,249
BOOZ ALLEN HAMILTON HLDG COR014,127+14,12701,5440.06%+1,544
SPDR SER TR
ST STR P500GRW
025,442+25,44201,5080.06%+1,508
COSTCO WHSL CORP NEW(COST)4,5436,958+2,4152,4463,9310.15%+1,485
ISHARES TR30,52737,051+6,5248,4009,8550.39%+1,455
VANGUARD INTL EQUITY INDEX F037,230+37,23001,4600.06%+1,460
EOG RES INC(EOG)17,84826,940+9,0922,0433,4150.13%+1,372
MASTERCARD INCORPORATED(MA)13,35316,619+3,2665,2526,5800.26%+1,328
CHARTER COMMUNICATIONS INC N(CHTR)02,926+2,92601,2870.05%+1,287
SCHWAB CHARLES CORP(SCHW)40,00263,731+23,7292,2673,4990.14%+1,232
ACCENTURE PLC IRELAND
SHS CLASS A
9,17313,202+4,0292,8314,0540.16%+1,224
ABBVIE INC(ABBV)72,37573,514+1,1399,75110,9580.43%+1,207
FORTIVE CORP(FTV)015,977+15,97701,1850.05%+1,185
WABTEC(WAB)010,317+10,31701,0960.04%+1,096
SPDR GOLD TR(GLD)32,15339,483+7,3305,7326,7690.27%+1,037
DANAHER CORPORATION(DHR)18,60022,056+3,4564,4645,4720.21%+1,008
HOME DEPOT INC(HD)58,15463,097+4,94318,06519,0650.75%+1,000
VANGUARD INTL EQUITY INDEX F024,016+24,01602,2380.09%+2,238
CISCO SYS INC(CSCO)100,747115,144+14,3975,2136,1900.24%+977
WASTE CONNECTIONS INC(WCN)06,985+6,98509380.04%+938
AMGEN INC(AMGN)17,60118,004+4033,9084,8390.19%+931
SHERWIN WILLIAMS CO(SHW)03,612+3,61209210.04%+921
JOHNSON & JOHNSON(JNJ)79,54490,366+10,82213,16614,0750.55%+908
VANGUARD INDEX FDS04,750+4,75008980.04%+898
LINDE PLC(LIN)5,4837,980+2,4972,0892,9710.12%+882
IDEXX LABS INC(IDXX)01,999+1,99908740.03%+874
STARBUCKS CORP(SBUX)22,09333,470+11,3772,1893,0550.12%+866
HEALTHEQUITY INC(HQY)011,763+11,76308590.03%+859
AUTODESK INC04,137+4,13708560.03%+856
KKR & CO INC(KKR)013,723+13,72308450.03%+845
SYSCO CORP(SYY)012,741+12,74108420.03%+842
ALPS ETF TR
OSHS GBL INTER
026,000+26,00008040.03%+804
SCHWAB STRATEGIC TR28,01839,418+11,4002,0352,7890.11%+755
ENTERPRISE PRODS PARTNERS L(EPD)078,867+78,86702,1590.08%+2,159
INTERNATIONAL BUSINESS MACHS(IBM)09,629+9,62901,3510.05%+1,351
ISHARES TR
MSCI USA MIN ETF
013,893+13,89301,0060.04%+1,006
NEXTERA ENERGY INC(NEE)25,31745,188+19,8711,8792,5890.10%+710
S&P GLOBAL INC(SPGI)7,2679,916+2,6492,9133,6230.14%+710
AMERIPRISE FINL INC(AMP)15,01517,185+2,1704,9875,6660.22%+678
CINTAS CORP(CTAS)01,395+1,39506710.03%+671
UNITED PARCEL SERVICE INC(UPS)06,293+6,29309810.04%+981
SPDR S&P 500 ETF TR(SPY)77,03881,429+4,39134,14934,8091.36%+660
WISDOMTREE TR(WT)014,100+14,10006520.03%+652
MODERNA INC(MRNA)06,303+6,30306510.03%+651
NETFLIX INC(NFLX)02,298+2,29808680.03%+868
AMERICAN TOWER CORP NEW(AMT)010,322+10,32201,6970.07%+1,697
CARMAX INC(KMX)08,822+8,82206240.02%+624
DUPONT DE NEMOURS INC(DD)08,356+8,35606230.02%+623
SHOPIFY INC(SHOP)011,415+11,41506230.02%+623
ZOETIS INC(ZTS)04,979+4,97908660.03%+866
ALIGN TECHNOLOGY INC02,019+2,01906160.02%+616
ICON PLC(ICLR)02,475+2,47506090.02%+609
COMCAST CORP NEW(CCZ)038,963+38,96301,7280.07%+1,728
WALMART INC(WMT)30,06033,303+3,2434,7255,3260.21%+601
CHEVRON CORP NEW(CVX)23,47325,339+1,8663,6934,2730.17%+579
AMERICAN WTR WKS CO INC NEW012,489+12,48901,5470.06%+1,547
GENUINE PARTS CO(GPC)03,944+3,94405690.02%+569
ISHARES TR42,14452,549+10,4053,0553,6220.14%+566
TJX COS INC NEW(TJX)98,670100,466+1,7968,3668,9290.35%+563
BROADCOM INC(AVGO)02,242+2,24201,8620.07%+1,862
GENERAL ELECTRIC CO(GE)014,313+14,31301,5820.06%+1,582
INMODE LTD(INMD)016,585+16,58505050.02%+505
HUNT J B TRANS SVCS INC(JBHT)02,649+2,64904990.02%+499
EXXON MOBIL CORP91,57787,734-3,8439,82210,3160.40%+494
SHELL PLC(SHEL)07,542+7,54204860.02%+486
LAM RESEARCH CORP(LRCX)01,824+1,82401,1430.04%+1,143
CVS HEALTH CORP(CVS)31,38137,935+6,5542,1692,6490.10%+479
MARATHON PETE CORP(MPC)011,847+11,84701,7930.07%+1,793
VANGUARD INDEX FDS05,416+5,41607470.03%+747
EATON CORP PLC(ETN)03,526+3,52607520.03%+752
INTEL CORP(INTC)127,706132,916+5,2104,2704,7250.19%+455
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