Choate Investment Advisors ETFs

Choate Investment Advisors

$4.32 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
XLK Technology Sector Spdr	$0	$1.26 Million 0.03% of portfolio	4,957	Q2 2025 Added 7.9%
IWD Ishares Russell 1000 Val ETF	$0	$1.16 Million 0.03% of portfolio	5,986	Q2 2025 Added 7.16%
VV Vanguard Large Cap ETF	$0	$1.08 Million 0.02% of portfolio	3,783	Q4 2022 Added 675.2%
VB Vanguard Small Cap ETF	$0	$1.08 Million 0.02% of portfolio	4,547	Q1 2025 Reduced 11.21%
IQLT Ishares Msci Intl Quality Fact	$0	$1.06 Million 0.02% of portfolio	24,505	Q2 2025 New
XBI Spdr Ser Tr Spdr S&P Biotech E	$0	$1.04 Million 0.02% of portfolio	12,507	Q1 2025 Reduced 42.94%
VAW Vanguard Materials ETF	$0	$1.03 Million 0.02% of portfolio	5,297	Q1 2025 Reduced 2.75%
IAUM I Shares Gold Trust Micro	$2.41B	$1.02 Million 0.02% of portfolio	30,932	Q2 2025 New
IEMG Ishares Inc	$0	$938,000 0.02% of portfolio	17,493	Q2 2025 Reduced 12.85%
IYW Ishares Dj Us Tech ETF	$0	$857,000 0.02% of portfolio	4,950	Q1 2024 Reduced 20.6%
HEFA Ishares Currency Hedged Msci E	$0	$837,000 0.02% of portfolio	22,056	Q2 2022 New
VPU Vanguard Utilities ETF	$0	$773,000 0.02% of portfolio	4,382	Q4 2024 Reduced 7.53%
VDC Vanguard Consumer Staples ETF	$0	$766,000 0.02% of portfolio	3,500	Q1 2025 Reduced 12.96%
XLF Financial Sector Spdr	$0	$746,000 0.02% of portfolio	14,260	Q1 2025 Added 20.75%
DVY Ishares Tr	$0	$729,000 0.02% of portfolio	5,490	Q2 2025 Reduced 5.75%
AGG Ishares Core U.S. Aggregate Bo	$0	$668,000 0.02% of portfolio	6,737	Q2 2025 Reduced 4.51%
VBK Vanguard Small Cap Growth ETF	$0	$615,000 0.01% of portfolio	2,224	Q1 2025 Added 50.88%
FXE Invesco Currency Shares Euro Trust	$240M	$600,000 0.01% of portfolio	5,523	Q2 2025 New
IAU Ishares Gold Trust	$63.9B	$593,000 0.01% of portfolio	9,517	Q4 2021 Reduced 5.83%
FDN First Tr Fd Dow Jones	$0	$589,000 0.01% of portfolio	2,190	Q2 2025 Reduced 1.13%
EFG Msci Eafe Growth ETF	$0	$576,000 0.01% of portfolio	5,148	Q2 2025 Reduced 13.29%
XLC Select Sector Spdr Tr Communic	$0	$561,000 0.01% of portfolio	5,177	Q4 2023 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$548,000 0.01% of portfolio	11,091	Q1 2025 Added 62.51%
PRF Invesco Exchange Traded Fd Tr	$0	$507,000 0.01% of portfolio	12,000	Q4 2024 New
ILCB Ishares Morningstar U.S. Equit	$0	$492,000 0.01% of portfolio	5,739	Q1 2024 New
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$485,000 0.01% of portfolio	1,101	Q2 2024 Reduced 23.59%
XLY Select Sector Spdr Consumer Di	$0	$453,000 0.01% of portfolio	2,085	Q1 2025 Reduced 72.41%
IUSV Ishares Core S&P U.S. Value Et	$0	$425,000 0.01% of portfolio	4,500	Q1 2025 Reduced 3.95%
JEPI J P Morgan Exchange Traded Fd	$0	$422,000 0.01% of portfolio	7,435	Q2 2025 Reduced 19.99%
IDEV Ishares Core Msci Intl Develop	$0	$417,000 0.01% of portfolio	5,494	Q4 2022 New
DLN Wisdomtree Tr U.S Largecap Div	$0	$386,000 0.01% of portfolio	4,710	Q4 2022 New
VEU Vanguard Ftse All World Ex Us	$0	$379,000 0.01% of portfolio	5,647	Q2 2025 Added 1.93%
FTEC Fidelity Covington Tr Msci Inf	$0	$373,000 0.01% of portfolio	1,895	Q1 2025 New
IGSB Ishares Trust Ishares 1 5 Year	$0	$370,000 0.01% of portfolio	7,015	Q2 2025 New
EQAL Invesco ETF	$0	$357,000 0.01% of portfolio	7,265	Q4 2024 Reduced 30.04%
SJNK Spdr Bloomberg Short Term High	$0	$353,000 0.01% of portfolio	13,880	Q1 2025 New
BKLN Invesco ETF Tr Ii Sr Ln ETF	$0	$351,000 0.01% of portfolio	16,810	Q1 2025 New
VCR Vanguard Consumer Discretionar	$0	$346,000 0.01% of portfolio	957	Q4 2023 Added 6.69%
EFAX Spdr Index Shs Fds Msci Eafe F	$0	$333,000 0.01% of portfolio	7,038	Q1 2025 Reduced 6.33%
OEF Ishares S&P 100 ETF	$0	$328,000 0.01% of portfolio	1,234	Q1 2025 New
GSLC Goldman Sachs ETF Tr Activebet	$0	$320,000 0.01% of portfolio	2,640	Q4 2024 Reduced 4.0%
VGK Vanguard Ftse Europe ETF Ftse	$0	$314,000 0.01% of portfolio	4,053	Q2 2025 New
SCHB Schwab Strategic Tr Us Broad M	$0	$300,000 0.01% of portfolio	12,630	Q4 2024 Added 200.0%
RZV Invesco Fd Tr	$0	$288,000 0.01% of portfolio	2,750	Q1 2024 New
IVLU Ishares Tr Edge Msci Intl Valu	$0	$281,000 0.01% of portfolio	8,552	Q2 2025 New
SOXX Ishares Semiconductor ETF	$0	$275,000 0.01% of portfolio	1,153	Q2 2025 Added 2.49%
SPYG Spdr Portfolio	$0	$272,000 0.01% of portfolio	2,861	Q4 2024 New
TILT Flexshares Tr	$0	$255,000 0.01% of portfolio	1,140	Q1 2025 Reduced 46.07%
ITA Ishares Tr	$0	$250,000 0.01% of portfolio	1,330	Q1 2025 New
VOT Vanguard Mid Cap Growth Index	$0	$247,000 0.01% of portfolio	870	Q2 2025 New

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Choate Investment Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Choate Investment Advisors with notifications on news.