Top 50 Choate Investment Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 32.94% | 2.58M | $1.68B | +5.48%(+133.78K) | $1241.40(-39.46%) | 2026-03-31 | |
| GVI | ISHARES TR | 4.6% | 2.21M | $235.2M | +5.13%(+107.67K) | $107.14(-1.04%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 4.56% | 3.10M | $233.2M | +4.32%(+128.53K) | $72.50(+14.32%) | 2026-03-31 | |
| IEMG | ISHARES INC | 3.85% | 2.82M | $196.7M | +7363.10%(+2.78M) | $68.31(+20.46%) | 2026-03-31 | |
| OAKM | HARRIS OAKMARK ETF TRUST | 3.29% | 6.09M | $168.0M | -32.48%(-2.93M) | $25.00(+10.44%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.1% | 624.3K | $158.4M | +0.14%(+880) | $118.18(+152.33%) | 2026-03-31 | |
| SPYX | SPDR SERIES TRUST | 2.47% | 2.38M | $126.1M | -0.15%(-3.67K) | $2749.07(-97.77%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.35% | 324.7K | $120.2M | -0.21%(-682) | $250.83(+63.23%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.19% | 641.7K | $111.9M | -0.67%(-4.35K) | $40.55(+481.38%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.93% | 473.4K | $98.6M | -0.20%(-949) | $307.85(-13.20%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.59% | +66.78% |
| Top 20 Holdings Unweighted | +18.91% | +68.14% |
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