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CIK: 0001399794
Total reported value
$5.7B
$5.7B
405 檔
35.2%
At the close of Q1 2024, Choate Investment Advisors disclosed equity holdings valued at approximately $5.7B, spread across 405 reported holdings.
During Q1 2024, Choate Investment Advisors's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 405 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 37.72% | +0.85% | +9.91% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 5.38% | -0.01% | -0.81% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-Other | 4.14% | -0.45% | +16.36% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.51% | -0.26% | +2.02% | |
| 5 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 3.17% | -0.02% | -0.80% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.72% | -0.02% | -1.60% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.17% | +0.03% | -8.97% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.89% | +0.02% | +2.75% | |
| 9 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.41% | -0.08% | +36.37% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.36% | +0.07% | +18.82% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.30% | +0.16% | -1.32% | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 1.28% | -0.08% | +8.07% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.02% | — | +324.61% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.83% | +0.10% | +9.08% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.79% | -0.08% | -0.28% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 0.78% | — | +1.76% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.77% | -0.03% | +1.58% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.68% | +0.15% | +356.98% | |
| 19 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.68% | -0.08% | +0.52% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.63% | -0.01% | -7.15% | |
| 21 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.55% | -0.04% | +1.96% | |
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 0.54% | -0.24% | +10.53% | |
| 23 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.51% | -0.02% | +37.10% | |
| 24 | SUB | Ishares Short-term National | ETF-Other | 0.47% | -0.01% | — | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.46% | +0.03% | +256.12% | |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.46% | -0.01% | — | |
| 27 | ATR | Aptargroup Inc | Stock-Healthcare | 0.45% | -0.03% | -0.83% | |
| 28 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.44% | -0.03% | +6.54% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.41% | +0.16% | +0.07% | |
| 30 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.41% | -0.13% | +21.87% | |
| 31 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.40% | — | +10.88% | |
| 32 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.40% | -0.02% | +1.40% | |
| 33 | MA | Mastercard Inc - A | Stock-Financials | 0.39% | -0.04% | +32.36% | |
| 34 | AXP | American Express Co | Stock-Financials | 0.37% | -0.01% | +0.26% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.36% | +0.01% | -0.57% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.35% | +0.01% | +15.58% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.35% | -0.10% | +0.69% | |
| 38 | FISV | Fiserv Inc | Stock-Other | 0.35% | -0.01% | +80.60% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.35% | -0.20% | +310.15% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.34% | — | -8.26% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.34% | — | -67.49% | |
| 42 | EMR | Emerson Electric Co | Stock-Industrials | 0.31% | -0.02% | +0.18% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.30% | -0.01% | +2.42% | |
| 44 | UNP | Union Pacific CORP | Stock-Industrials | 0.30% | -0.01% | -9.14% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.29% | -0.01% | +23649.67% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.29% | +0.08% | +169.22% | |
| 47 | DHR | Danaher CORP | Stock-Healthcare | 0.29% | -0.02% | +18.41% | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.29% | -0.03% | +1.14% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | +0.01% | +331.43% | |
| 50 | ALC | Alcon Inc. | Stock-Healthcare | 0.27% | -0.04% | -7.37% |
According to official SEC Form 13F filings, Choate Investment Advisors reported a total U.S. public equity portfolio value of $5.7B across 405 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, RSP, MUB) accounted for 35.2% of total reported equity market value during Q1 2024.
During Q1 2024, Choate Investment Advisors's top holdings by market value included IVV (37.7%)、RSP (5.4%)、MUB (4.1%). The largest single position, IVV, represented 37.7% of total portfolio value.
In Q1 2024, Choate Investment Advisors made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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