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CIK: 0001399794
Total reported value
$5.7B
$5.7B
377 檔
36.2%
The Q2 2024 SEC filing reveals that Choate Investment Advisors held a total portfolio value of $5.7B, covering 377 public equity positions.
During Q2 2024, Choate Investment Advisors's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IVV, RSP, MSFT) accounted for 36.2% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 377 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 39.03% | +0.85% | +2.06% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 5.04% | -0.01% | -0.87% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.47% | -0.26% | -4.49% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-Other | 3.29% | -0.45% | -17.65% | |
| 5 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 3.14% | -0.02% | -2.48% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.09% | -0.02% | -4.96% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.70% | +0.03% | +833.51% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.07% | +0.02% | +5.40% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.50% | +0.16% | -2.31% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.31% | +0.07% | -4.79% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.17% | — | +21.86% | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 1.16% | -0.08% | +3.20% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.04% | -0.08% | -25.43% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.99% | +0.10% | +1.55% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.76% | -0.08% | +6.77% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.03% | -1.19% | |
| 17 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.71% | — | +242.44% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 0.69% | — | -2.59% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.69% | +0.15% | +0.18% | |
| 20 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.67% | -0.05% | +2402.26% | |
| 21 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.62% | -0.08% | -0.22% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.59% | -0.01% | -3.95% | |
| 23 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.52% | -0.02% | +10.96% | |
| 24 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.52% | -0.13% | +19.78% | |
| 25 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.48% | -0.04% | +0.11% | |
| 26 | FISV | Fiserv Inc | Stock-Other | 0.47% | -0.01% | +48.10% | |
| 27 | ABT | Abbott Laboratories | Stock-Healthcare | 0.47% | -0.24% | -1.81% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.45% | +0.03% | +0.45% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.45% | +0.01% | +25.39% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.44% | -0.20% | +16.54% | |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.43% | -0.01% | — | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.43% | +0.16% | -6.94% | |
| 33 | MA | Mastercard Inc - A | Stock-Financials | 0.42% | -0.04% | +21.56% | |
| 34 | ATR | Aptargroup Inc | Stock-Healthcare | 0.42% | -0.03% | -1.50% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.38% | +0.01% | +0.67% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.38% | +0.26% | +127.27% | |
| 37 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.38% | — | +22.29% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | +0.01% | +32.24% | |
| 39 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.37% | -0.02% | -0.64% | |
| 40 | AXP | American Express Co | Stock-Financials | 0.37% | -0.01% | -0.76% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.35% | -0.10% | -2.75% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | -0.01% | +19.74% | |
| 43 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.32% | -0.03% | -24.73% | |
| 44 | WCN | Waste Connections Inc | Stock-Industrials | 0.31% | -0.04% | +49.78% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.30% | +0.08% | -0.39% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.30% | — | -1.62% | |
| 47 | DHR | Danaher CORP | Stock-Healthcare | 0.29% | -0.02% | +4.48% | |
| 48 | EMR | Emerson Electric Co | Stock-Industrials | 0.29% | -0.02% | -1.28% | |
| 49 | ALC | Alcon Inc. | Stock-Healthcare | 0.28% | -0.04% | -1.20% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.28% | -0.01% | — |
According to official SEC Form 13F filings, Choate Investment Advisors reported a total U.S. public equity portfolio value of $5.7B across 377 disclosed positions in Q2 2024.
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During Q2 2024, Choate Investment Advisors's top holdings by market value included IVV (39.0%)、RSP (5.0%)、MSFT (3.5%). The largest single position, IVV, represented 39.0% of total portfolio value.
In Q2 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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