Notify me when Choate Investment Advisors files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 424 | $4,834,840,720 | +$317,851,733 | -$393,016,493 | -$75,164,760 | IVV, OAKM, GVI, MSFT, AAPL | 13F-HR | 10 Nov 2025, 11:26 |
| Q2 2025 | 477 | $4,612,262,867 | +$453,248,811 | -$177,268,100 | +$275,980,711 | IVV, OAKM, SGOV, MSFT, MUB | 13F-HR | 12 Aug 2025, 13:41 |
| Q1 2025 | 395 | $4,024,174,273 | +$156,642,695 | -$137,140,318 | +$19,502,377 | IVV, MUB, AAPL, SPYX, MSFT | 13F-HR | 14 May 2025, 16:10 |
| Q4 2024 | 402 | $4,159,769,059 | +$287,489,980 | -$95,760,592 | +$191,729,388 | IVV, AAPL, MUB, MSFT, SPYX | 13F-HR | 10 Feb 2025, 12:35 |
| Q3 2024 | 383 | $3,921,945,368 | +$152,361,006 | -$240,835,779 | -$88,474,773 | IVV, MUB, AAPL, MSFT, SPYX | 13F-HR | 13 Nov 2024, 14:50 |
| Q2 2024 | 377 | $3,814,134,086 | +$243,309,718 | -$163,806,160 | +$79,503,558 | IVV, RSP, MSFT, MUB, SPYX | 13F-HR | 08 Aug 2024, 12:09 |
| Q1 2024 | 405 | $3,714,848,108 | +$425,154,778 | -$224,606,324 | +$200,548,454 | IVV, RSP, MUB, MSFT, SPYX | 13F-HR | 07 May 2024, 17:10 |
| Q4 2023 | 379 | $3,229,577,324 | +$709,857,781 | -$279,320,059 | +$430,537,722 | IVV, RSP, MUB, IEMG, AAPL | 13F-HR | 14 Feb 2024, 09:00 |
| Q3 2023 | 431 | $2,550,586,278 | +$280,916,081 | -$32,215,000 | +$248,701,081 | IVV, RSP, MUB, IEMG, SPYX | 13F-HR | 30 Oct 2023, 11:02 |
| Q2 2023 | 348 | $2,391,814,457 | +$368,551,619 | -$174,200,955 | +$194,350,664 | IVV, RSP, MUB, IEMG, SPYX | 13F-HR | 01 Aug 2023, 14:21 |
| Q1 2023 | 319 | $2,071,199,827 | +$500,011,517 | -$285,990,995 | +$214,020,522 | IVV, RSP, IJR, SPYX, MUB | 13F-HR | 15 May 2023, 16:13 |
| Q4 2022 | 327 | $1,647,536,656 | +$331,843,144 | -$223,816,503 | +$108,026,641 | IVV, RSP, IVW, IJR, BILS | 13F-HR | 14 Feb 2023, 12:31 |
| Q3 2022 | 293 | $1,518,245,000 | +$115,117,574 | -$148,933,663 | -$33,816,089 | IVV, RSP, SGOV, SPYX, IJR | 13F-HR | 14 Nov 2022, 12:00 |
| Q2 2022 | 311 | $1,646,908,000 | +$171,812,952 | -$138,078,170 | +$33,734,782 | RSP, IVV, SGOV, SPYX, AAPL | 13F-HR | 11 Aug 2022, 16:22 |
| Q1 2022 | 356 | $1,882,378,000 | +$290,098,328 | -$45,578,161 | +$244,520,167 | RSP, IVV, SPYX, VGIT, SGOV | 13F-HR | 29 Apr 2022, 12:46 |
| Q4 2021 | 340 | $1,712,967,000 | +$48,573,744 | -$40,351,506 | +$8,222,238 | IVV, RSP, SPYX, VGIT, SGOV | 13F-HR | 07 Feb 2022, 10:16 |
| Q3 2021 | 303 | $1,567,022,000 | +$63,530,855 | -$144,389,639 | -$80,858,784 | IVV, RSP, SPYX, VGIT, SGOV | 13F-HR | 04 Nov 2021, 15:56 |
| Q2 2021 | 338 | $1,649,918,000 | +$186,758,322 | -$247,855,765 | -$61,097,443 | IVV, RSP, VGIT, SPYX, AAPL | 13F-HR | 30 Jul 2021, 11:01 |
| Q1 2021 | 299 | $1,616,630,000 | +$32,765,544 | -$121,089,436 | -$88,323,892 | IVV, VGIT, SPYX, RSP, IEF | 13F-HR | 07 May 2021, 14:00 |
| Q4 2020 | 283 | $1,646,598,000 | +$34,358,169 | -$52,239,055 | -$17,880,886 | IVV, VGIT, IEF, SPYX, RSP | 13F-HR | 08 Feb 2021, 10:30 |
| Q3 2020 | 280 | $1,543,463,000 | +$161,841,956 | -$44,922,323 | +$116,919,633 | IVV, VGIT, IEF, SPYX, RSP | 13F-HR | 26 Oct 2020, 16:05 |
| Q2 2020 | 241 | $1,377,924,000 | +$106,899,401 | -$174,394,004 | -$67,494,603 | IVV, VGIT, IEF, SPYX, RSP | 13F-HR | 23 Jul 2020, 12:21 |
| Q1 2020 | 232 | $1,253,249,000 | +$140,226,047 | -$228,299,292 | -$88,073,245 | IVV, VGIT, RSP, SPYX, IEF | 13F-HR | 06 May 2020, 17:52 |
| Q4 2019 | 227 | $1,645,276,000 | +$36,794,075 | -$115,687,919 | -$78,893,844 | IVV, VGIT, EQAL, SPYX, USLB | 13F-HR | 27 Jan 2020, 18:06 |
| Q3 2019 | 229 | $1,616,628,000 | +$36,646,630 | -$104,377,783 | -$67,731,153 | IVV, VGIT, USLB, EQAL, SPYX | 13F-HR | 12 Nov 2019, 18:47 |
| Q2 2019 | 228 | $1,670,462,000 | +$117,471,145 | -$186,163,448 | -$68,692,303 | IVV, VGIT, USLB, EQAL, IDLB | 13F-HR | 14 Aug 2019, 12:21 |
| Q1 2019 | 234 | $1,691,406,000 | +$145,745,234 | -$179,446,029 | -$33,700,795 | IVV, USLB, VGIT, IDLB, EQAL | 13F-HR | 29 Apr 2019, 10:15 |
| Q4 2018 | 224 | $1,553,440,000 | +$548,233,393 | -$431,971,266 | +$116,262,127 | IVV, USLB, IDLB, EQAL, VGIT | 13F-HR | 14 Feb 2019, 14:15 |
| Q3 2018 | 196 | $1,150,119,000 | +$512,205,696 | -$620,801,773 | -$108,596,077 | IDLB, EEMV, IEMG, FDN, SPYX | 13F-HR | 14 Nov 2018, 10:09 |
| Q2 2018 | 226 | $1,721,614,000 | +$449,033,142 | -$603,493,086 | -$154,459,944 | IVV, USLB, USEQ, IDLB, IJR | 13F-HR | 30 Jul 2018, 16:34 |
| Q1 2018 | 231 | $1,868,869,003 | +$80,156,870 | -$138,740,665 | -$58,583,795 | IVV, USLB, USEQ, IDLB, EEMS | 13F-HR | 04 May 2018, 11:46 |
| Q4 2017 | 237 | $1,954,063,848 | +$129,764,614 | -$131,185,716 | -$1,421,102 | IVV, USLB, IDLB, EEMS, USEQ | 13F-HR | 14 Feb 2018, 10:15 |
| Q3 2017 | 246 | $1,850,037,463 | +$118,754,594 | -$109,312,633 | +$9,441,961 | IVV, USLB, IDLB, EEMS, PRF | 13F-HR | 14 Nov 2017, 11:18 |
| Q2 2017 | 245 | $1,770,009,587 | +$120,879,875 | -$108,494,956 | +$12,384,919 | IVV, USLB, IDLB, EEMS, PRF | 13F-HR | 11 Aug 2017, 08:33 |
| Q1 2017 | 249 | $1,710,009,272 | +$146,272,674 | -$88,509,573 | +$57,763,101 | IVV, USLB, IDLB, GEM, PRF | 13F-HR | 11 May 2017, 11:16 |
| Q4 2016 | 242 | $1,578,701,797 | +$103,196,392 | -$74,848,168 | +$28,348,224 | IVV, USLB, IDLB, GEM, PRF | 13F-HR | 13 Feb 2017, 10:58 |
| Q3 2016 | 237 | $1,527,976,426 | +$79,696,550 | -$46,045,703 | +$33,650,847 | IVV, IDLB, USLB, GEM, PRF | 13F-HR | 15 Nov 2016, 12:33 |
| Q2 2016 | 229 | $1,442,370,681 | +$78,699,370 | -$104,152,570 | -$25,453,200 | IVV, IDLB, USLB, PRF, MDY | 13F-HR | 11 Aug 2016, 10:45 |
| Q1 2016 | 243 | $1,447,007,168 | +$913,456,512 | -$504,637,487 | +$408,819,025 | IVV, IDLB, USLB, PRF, IEMG | 13F-HR | 04 May 2016, 11:36 |
| Q4 2015 | 267 | $988,911,793 | +$238,729,505 | -$702,359,085 | -$463,629,580 | VEA, IDLV, PKW, EFA, BNDX | Restatement | 30 Mar 2016, 14:13 |
| Q3 2015 | 253 | $1,464,228,470 | +$95,674,010 | -$220,681,729 | -$125,007,719 | IVV, USMV, VEA, IDLV, PKW | 13F-HR | 12 Nov 2015, 08:54 |
| Q2 2015 | 253 | $1,732,361,222 | +$92,990,107 | -$107,331,873 | -$14,341,766 | IVV, VEA, USMV, IDLV, HYG | 13F-HR | 13 Aug 2015, 15:49 |
| Q1 2015 | 261 | $1,764,394,790 | +$169,782,684 | -$140,634,610 | +$29,148,074 | IVV, VEA, USMV, IDLV, VWO | 13F-HR | 14 May 2015, 16:31 |
| Q4 2014 | 275 | $1,703,173,250 | +$122,250,613 | -$93,782,149 | +$28,468,464 | IVV, VEA, IDLV, USMV, VWO | 13F-HR | 17 Feb 2015, 14:54 |
| Q3 2014 | 257 | $1,654,123,077 | +$58,620,948 | -$74,551,407 | -$15,930,459 | IVV, VEA, VWO, IDLV, USMV | 13F-HR | 13 Nov 2014, 14:56 |
| Q2 2014 | 304 | $1,700,939,966 | +$126,617,766 | -$83,138,402 | +$43,479,364 | IVV, VEA, VWO, IDLV, PKW | Restatement | 14 Aug 2014, 15:41 |
| Q1 2014 | 290 | $1,610,866,348 | +$132,206,122 | -$52,099,503 | +$80,106,619 | IVV, VEA, VWO, IDLV, EFA | 13F-HR | 15 May 2014, 16:08 |
| Q4 2013 | 263 | $1,529,617,982 | $0 | $0 | $0 | IVV, VEA, VWO, IDLV, EFA | Restatement | 05 Feb 2014, 10:26 |