Choate Investment Advisors Q4 2017 Filing
Filed February 14, 2018
Portfolio Value
$1954.1T
Holdings
237
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (237 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES CORE S&P 500 ETF | 1,935,294 | $520.3T | 26.63% | |
| 2 | —POWERSHARES RUSS LOW BETA EQ | 4,457,853 | $139.1T | 7.12% | |
| 3 | —POWERSHARES FTSE INTL LO BET | 3,562,485 | $107.4T | 5.50% | |
| 4 | EEMSISHARES MSCI EM MRKT S/C ETF | 1,853,866 | $98.5T | 5.04% | |
| 5 | —POWERSHARES RUSSELL 1000 ENH | 3,238,311 | $89.4T | 4.58% | |
| 6 | IJRISHARES CORE S&P SMALL-CAP ETF | 1,004,333 | $77.1T | 3.95% | |
| 7 | DXJWISDOMTREE JAPAN HEDGED EQUITY FUND | 1,067,530 | $63.3T | 3.24% | |
| 8 | PRFUSDPOWERSHARES RAFI US 1000 | 542,499 | $61.6T | 3.15% | |
| 9 | GEMGOLDMAN SACHS ACTIVEBETA EM | 1,356,648 | $48.6T | 2.49% | |
| 10 | XLVHEALTH CARE SELECT SECTOR SPDR | 560,663 | $46.4T | 2.37% | |
| 11 | GOFGUGGENHEIM S&P GLOBAL WATER INDX ETF | 1,204,033 | $42.8T | 2.19% | |
| 12 | EEMVISHARES EDGE MSCI MIN VOL EMER | 524,927 | $31.9T | 1.63% | |
| 13 | CCFEURCHASE CORP | 235,560 | $28.4T | 1.45% | |
| 14 | FDNFIRST TR DOW JONES INTERNET INDEX FD | 208,552 | $22.9T | 1.17% | |
| 15 | SPYSPDR S&P 500 ETF TRUST | 80,495 | $21.5T | 1.10% | |
| 16 | EBNDSPDR BLOOMBERG BARCLAYS EMERG MARKET | 711,553 | $21.1T | 1.08% | |
| 17 | MDYSPDR S&P MIDCAP 400 ETF TRUST | 60,524 | $20.9T | 1.07% | |
| 18 | ADIANALOG DEVICES INC | 233,097 | $20.8T | 1.06% | |
| 19 | AAPLAPPLE INC | 97,937 | $16.6T | 0.85% | |
| 20 | VGLTVANGUARD LONG-TERM TREASURY ETF | 205,393 | $16.0T | 0.82% | |
| 21 | VEAVANGUARD FTSE DEVELOPED MARKETS ETF | 327,646 | $14.7T | 0.75% | |
| 22 | EFAISHARES MSCI EAFE ETF | 194,949 | $13.7T | 0.70% | |
| 23 | JNJJOHNSON & JOHNSON | 90,872 | $12.7T | 0.65% | |
| 24 | USMVISHARES EDGE MSCI MIN VOL USA ETF | 232,508 | $12.3T | 0.63% | |
| 25 | JPMJP MORGAN CHASE & CO | 109,137 | $11.7T | 0.60% | |
| 26 | XOMEXXONMOBIL CORP | 131,317 | $11.0T | 0.56% | |
| 27 | BRK/BBERKSHIRE HATHAWAY INC-CL B | 53,611 | $10.6T | 0.54% | |
| 28 | MSFTMICROSOFT CORP | 121,243 | $10.4T | 0.53% | |
| 29 | PGPROCTER & GAMBLE CO | 110,536 | $10.2T | 0.52% | |
| 30 | ABBVABBVIE INC | 104,854 | $10.1T | 0.52% | |
| 31 | INTCINTEL CORP | 219,335 | $10.1T | 0.52% | |
| 32 | —POWERSHARES RUSSELL 1000 EQUAL | 252,635 | $7.9T | 0.40% | |
| 33 | HDHOME DEPOT INC | 36,051 | $6.8T | 0.35% | |
| 34 | PFEPFIZER INC | 185,254 | $6.7T | 0.34% | |
| 35 | ABTABBOTT LABS | 115,756 | $6.6T | 0.34% | |
| 36 | AKAMAKAMAI TECHNOLOGIES INC | 87,719 | $5.7T | 0.29% | |
| 37 | GEGENERAL ELECTRIC CORP | 324,570 | $5.7T | 0.29% | |
| 38 | MMM3M CO | 23,297 | $5.5T | 0.28% | |
| 39 | BRK-BBERKSHIRE HATHAWAY INC CLASS A | 18 | $5.4T | 0.27% | |
| 40 | MCDMCDONALDS CORP | 30,388 | $5.2T | 0.27% | |
| 41 | GOOGLALPHABET INC CL A | 4,900 | $5.2T | 0.26% | |
| 42 | GOOGALPHABET INC CL C | 4,902 | $5.1T | 0.26% | |
| 43 | AFLAFLAC INC | 57,840 | $5.1T | 0.26% | |
| 44 | SXISTANDEX INTL CORP | 49,001 | $5.0T | 0.26% | |
| 45 | UTXZUNITED TECHNOLOGIES CORP | 39,118 | $5.0T | 0.26% | |
| 46 | AMZNAMAZON.COM INC | 4,239 | $5.0T | 0.25% | |
| 47 | CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CORP | 69,740 | $5.0T | 0.25% | |
| 48 | IEMGISHARES CORE MSCI EMERGING | 86,768 | $4.9T | 0.25% | |
| 49 | WFCWELLS FARGO & CO | 80,451 | $4.9T | 0.25% | |
| 50 | AQLTISHARES CORE MSCI EAFE ETF | 73,371 | $4.8T | 0.25% | |
| 51 | GISGENERAL MLS INC | 81,637 | $4.8T | 0.25% | |
| 52 | SPYXSPDR S&P 500 FOSSIL FUEL RES | 74,410 | $4.8T | 0.25% | |
| 53 | CSCOCISCO SYSTEMS INC | 121,145 | $4.6T | 0.24% | |
| 54 | ADPAUTOMATIC DATA PROCESSING INC | 39,399 | $4.6T | 0.24% | |
| 55 | CVXCHEVRON CORPORATION | 36,600 | $4.6T | 0.23% | |
| 56 | A4SAMERIPRISE FINANCIAL INC. | 26,580 | $4.5T | 0.23% | |
| 57 | GQ9SPDR GOLD TRUST | 35,302 | $4.4T | 0.22% | |
| 58 | BACVERIZON COMMUNICATIONS | 81,485 | $4.3T | 0.22% | |
| 59 | AMGNAMGEN INC | 24,266 | $4.2T | 0.22% | |
| 60 | BNDVANGUARD TOTAL BOND MARKET ETF | 50,703 | $4.1T | 0.21% | |
| 61 | VIGVANGUARD DIVIDEND APPREC ETF | 39,042 | $4.0T | 0.20% | |
| 62 | AXPAMERICAN EXPRESS CO | 39,699 | $3.9T | 0.20% | |
| 63 | MRKMERCK & CO INC | 68,895 | $3.9T | 0.20% | |
| 64 | PRGSPROGRESS SOFTWARE CORP | 85,503 | $3.6T | 0.19% | |
| 65 | IBMINTL. BUSINESS MACHINES CORP | 21,782 | $3.3T | 0.17% | |
| 66 | PEPPEPSICO INC | 27,856 | $3.3T | 0.17% | |
| 67 | EEMISHARES MSCI EMERGING MKT ETF | 67,030 | $3.2T | 0.16% | |
| 68 | CELGCELGENE CORP | 29,926 | $3.1T | 0.16% | |
| 69 | ALSALLSTATE CORP | 29,693 | $3.1T | 0.16% | |
| 70 | IWBISHARES RUSSELL 1000 ETF | 18,482 | $2.7T | 0.14% | |
| 71 | IWMISHARES RUSSELL 2000 ETF | 17,776 | $2.7T | 0.14% | |
| 72 | BMYBRISTOL MYERS SQUIBB CO | 44,096 | $2.7T | 0.14% | |
| 73 | USBUS BANCORP NEW | 49,331 | $2.6T | 0.14% | |
| 74 | PKWUSDPOWERSHARES BUYBACK ACHIEVERS | 44,511 | $2.6T | 0.13% | |
| 75 | KOCOCA COLA CO | 57,114 | $2.6T | 0.13% | |
| 76 | CLCOLGATE PALMOLIVE CO | 32,388 | $2.4T | 0.13% | |
| 77 | CVSCVS HEALTH CORP | 32,960 | $2.4T | 0.12% | |
| 78 | NKENIKE INC-CLASS B | 38,127 | $2.4T | 0.12% | |
| 79 | UNPUNION PAC CORP | 17,217 | $2.3T | 0.12% | |
| 80 | WBAWALGREENS BOOTS ALLIANCE INC | 31,535 | $2.3T | 0.12% | |
| 81 | XLYCONSUMER DISCRETIONARY SELT | 23,108 | $2.3T | 0.12% | |
| 82 | CMCSACOMCAST CORP-CL A | 56,160 | $2.2T | 0.12% | |
| 83 | XLFFINANCIAL SELECT SECTOR SPDR | 76,108 | $2.1T | 0.11% | |
| 84 | AWMSKYWORKS SOLUTIONS INC | 21,570 | $2.0T | 0.10% | |
| 85 | HOLXHOLOGIC INC | 46,805 | $2.0T | 0.10% | |
| 86 | ORCLORACLE CORPORATION | 41,807 | $2.0T | 0.10% | |
| 87 | SPGIS&P GLOBAL INC | 11,533 | $2.0T | 0.10% | |
| 88 | XMPTVANECK VECTORS CEF MUNICIPAL | 73,155 | $1.9T | 0.10% | |
| 89 | LLYLILLY ELI & CO | 22,969 | $1.9T | 0.10% | |
| 90 | TJXTJX COS INC | 24,803 | $1.9T | 0.10% | |
| 91 | XLIINDUSTRIAL SELECT SECTOR SPDR | 24,977 | $1.9T | 0.10% | |
| 92 | ACNACCENTURE PLC CL A | 11,751 | $1.8T | 0.09% | |
| 93 | VSSVANGUARD FTSE ALL WORLD X-US SC | 14,542 | $1.7T | 0.09% | |
| 94 | SYKSTRYKER CORPORATION | 10,508 | $1.6T | 0.08% | |
| 95 | DISDISNEY WALT CO NEW | 15,091 | $1.6T | 0.08% | |
| 96 | NEENEXTERA ENERGY INC | 10,003 | $1.6T | 0.08% | |
| 97 | GDGENERAL DYNAMICS CORP | 7,626 | $1.6T | 0.08% | |
| 98 | WMTWAL MART STORES INC | 15,667 | $1.5T | 0.08% | |
| 99 | NOCNORTHROP GRUMMAN CORPORATION | 5,030 | $1.5T | 0.08% | |
| 100 | GSKGLAXO SMITHKLINE SPONS ADR | 43,285 | $1.5T | 0.08% |
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