Choate Investment Advisors ETFs

Choate Investment Advisors

$3.97 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VB Vanguard Small Cap ETF	$0	$1.01 Million 0.03% of portfolio	4,547	Q1 2025 Reduced 11.21%
VAW Vanguard Materials ETF	$0	$1 Million 0.03% of portfolio	5,297	Q1 2025 Reduced 2.75%
VV Vanguard Large Cap ETF	$0	$972,000 0.02% of portfolio	3,783	Q4 2022 Added 675.2%
XLK Technology Sector Spdr	$0	$948,000 0.02% of portfolio	4,594	Q1 2025 Reduced 6.34%
IWP Ishares Russell Mid Cap Growth	$0	$911,000 0.02% of portfolio	7,760	Q4 2024 New
HEFA Ishares Currency Hedged Msci E	$0	$800,000 0.02% of portfolio	22,056	Q2 2022 New
DVY Ishares Tr	$0	$782,000 0.02% of portfolio	5,825	Q1 2025 Reduced 6.87%
VDC Vanguard Consumer Staples ETF	$0	$765,000 0.02% of portfolio	3,500	Q1 2025 Reduced 12.96%
VPU Vanguard Utilities ETF	$0	$748,000 0.02% of portfolio	4,382	Q4 2024 Reduced 7.53%
XLF Financial Sector Spdr	$0	$710,000 0.02% of portfolio	14,260	Q1 2025 Added 20.75%
AGG Ishares Core U.S. Aggregate Bo	$0	$697,000 0.02% of portfolio	7,055	Q1 2025 Reduced 31.74%
IYW Ishares Dj Us Tech ETF	$0	$695,000 0.02% of portfolio	4,950	Q1 2024 Reduced 20.6%
EFG Msci Eafe Growth ETF	$0	$593,000 0.01% of portfolio	5,937	Q1 2025 Reduced 1.46%
IAU Ishares Gold Trust	$54.9B	$561,000 0.01% of portfolio	9,517	Q4 2021 Reduced 5.83%
VBK Vanguard Small Cap Growth ETF	$0	$559,000 0.01% of portfolio	2,224	Q1 2025 Added 50.88%
JEPI J P Morgan Exchange Traded Fd	$0	$531,000 0.01% of portfolio	9,293	Q1 2025 Added 159.94%
VWO Vanguard Ftse Emerging Mkts Et	$0	$501,000 0.01% of portfolio	11,091	Q1 2025 Added 62.51%
XLC Select Sector Spdr Tr Communic	$0	$499,000 0.01% of portfolio	5,177	Q4 2023 New
FDN First Tr Fd Dow Jones	$0	$492,000 0.01% of portfolio	2,215	Q1 2025 Reduced 10.32%
PRF Invesco Exchange Traded Fd Tr	$0	$484,000 0.01% of portfolio	12,000	Q4 2024 New
IWS Ishares Russell Midcap Value E	$0	$468,000 0.01% of portfolio	3,719	Q4 2024 New
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$462,000 0.01% of portfolio	1,101	Q2 2024 Reduced 23.59%
ILCB Ishares Morningstar U.S. Equit	$0	$443,000 0.01% of portfolio	5,739	Q1 2024 New
IUSV Ishares Core S&P U.S. Value Et	$0	$415,000 0.01% of portfolio	4,500	Q1 2025 Reduced 3.95%
XLY Select Sector Spdr Consumer Di	$0	$411,000 0.01% of portfolio	2,085	Q1 2025 Reduced 72.41%
VXF Vanguard Extended Market ETF	$0	$405,000 0.01% of portfolio	2,356	Q1 2025 Reduced 7.61%
IDEV Ishares Core Msci Intl Develop	$0	$378,000 0.01% of portfolio	5,494	Q4 2022 New
DLN Wisdomtree Tr U.S Largecap Div	$0	$373,000 0.01% of portfolio	4,710	Q4 2022 New
SJNK Spdr Bloomberg Short Term High	$0	$349,000 0.01% of portfolio	13,880	Q1 2025 New
BKLN Invesco ETF Tr Ii Sr Ln ETF	$0	$347,000 0.01% of portfolio	16,810	Q1 2025 New
EQAL Invesco ETF	$0	$343,000 0.01% of portfolio	7,265	Q4 2024 Reduced 30.04%
VEU Vanguard Ftse All World Ex Us	$0	$336,000 0.01% of portfolio	5,540	Q1 2025 Added 16.88%
OEF Ishares S&P 100 ETF	$0	$328,000 0.01% of portfolio	1,234	Q1 2025 New
VCR Vanguard Consumer Discretionar	$0	$311,000 0.01% of portfolio	957	Q4 2023 Added 6.69%
FTEC Fidelity Covington Tr Msci Inf	$0	$305,000 0.01% of portfolio	1,895	Q1 2025 New
EFAX Spdr Index Shs Fds Msci Eafe F	$0	$302,000 0.01% of portfolio	7,038	Q1 2025 Reduced 6.33%
GSLC Goldman Sachs ETF Tr Activebet	$0	$290,000 0.01% of portfolio	2,640	Q4 2024 Reduced 4.0%
RZV Invesco Fd Tr	$0	$271,000 0.01% of portfolio	2,750	Q1 2024 New
SCHB Schwab Strategic Tr Us Broad M	$0	$271,000 0.01% of portfolio	12,630	Q4 2024 Added 200.0%
TILT Flexshares Tr	$0	$234,000 0.01% of portfolio	1,140	Q1 2025 Reduced 46.07%
SPYG Spdr Portfolio	$0	$229,000 0.01% of portfolio	2,861	Q4 2024 New
SCHX Schwab Strategic Tr Us Large C	$0	$219,000 0.01% of portfolio	9,963	Q4 2024 Added 187.04%
XLB Select Sector Spdr Fd Material	$0	$216,000 0.01% of portfolio	2,521	Q1 2025 New
SPYV Spdr Portfolio S&P 500 Value E	$0	$215,000 0.01% of portfolio	4,219	Q4 2024 New
SOXX Ishares Semiconductor ETF	$0	$211,000 0.01% of portfolio	1,125	Q1 2025 Reduced 2.6%
ITA Ishares Tr	$0	$203,000 0.01% of portfolio	1,330	Q1 2025 New
TIP Ishares Tr Tips Bd ETF	$0	$203,000 0.01% of portfolio	1,830	Q1 2025 New

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