Evite el fraude, obtenga los hechos y encuentre lo mejor
Legal Name: CHOATE INVESTMENT ADVISORS LLC
Período de informe:
Jun 30, 2019
Fecha de vigencia:
Aug 14, 2019
Seguridad |
Acciones mantenidas / Cantidad principal |
Valor de mercado |
Opción |
ISHARES TR CORE S&P500 ETF (464287200)
|
1,614,357 |
$475,832k |
|
INVESCO EXCHNG TRADED FD TR (46138E412)
|
3,331,895 |
$109,186k |
|
INVESCO EXCHNG TRADED FD TR (46138E420)
|
2,425,553 |
$79,146k |
|
INVESCO EXCHNG TRADED FD TR (46138E768)
|
2,092,787 |
$58,709k |
|
ISHARES TR (46429B697)
|
764,739 |
$47,207k |
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
464,085 |
$36,329k |
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
671,489 |
$34,541k |
|
ISHARES INC (464286533)
|
557,424 |
$32,810k |
|
CHASE CORP (16150R104)
|
299,983 |
$32,290k |
|
INVESCO EXCHANGETRAD (46137V357)
|
247,863 |
$26,720k |
|
Apple Inc (037833100)
|
110,286 |
$21,828k |
|
INVESCO EXCHNG TRADED FD TR (46138E438)
|
693,054 |
$19,568k |
|
GOLDMAN SACHS ETF TR (381430206)
|
519,645 |
$17,081k |
|
INVESCO EXCHNG TRADED FD TR (46138E230)
|
367,840 |
$12,451k |
|
JOHNSON & JOHNSON (478160104)
|
86,797 |
$12,089k |
|
ISHARES INC (464286475)
|
258,559 |
$11,472k |
|
JPMORGAN CHASE & CO (46625H100)
|
100,239 |
$11,207k |
|
Berkshire Hathaway, Inc. (084670702)
|
52,066 |
$11,099k |
|
AT&T INC (00206R102)
|
314,087 |
$10,525k |
|
FIRST TR EXCHANGE TRADED FD (33733E302)
|
69,857 |
$10,047k |
|
Exxon Mobil Corp (30231G102)
|
128,260 |
$9,829k |
|
INTEL CORP (458140100)
|
189,537 |
$9,073k |
|
ABBOTT LABS (002824100)
|
97,752 |
$8,221k |
|
Amazon.com Inc (023135106)
|
4,253 |
$8,054k |
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
122,854 |
$7,543k |
|
HOME DEPOT INC (437076102)
|
33,816 |
$7,033k |
|
ANALOG DEVICES INC (032654105)
|
60,889 |
$6,873k |
|
BERKSHIRE HATHAWAY (084670108)
|
20 |
$6,367k |
|
ADP (053015103)
|
38,289 |
$6,330k |
|
CISCO SYSTEMS INC (17275R102)
|
112,917 |
$6,180k |
|
ISHARES (464287465)
|
93,923 |
$6,174k |
|
American Express Co. (025816109)
|
43,618 |
$5,384k |
|
Alphabet Inc (02079K107)
|
4,758 |
$5,143k |
|
ALPHABET INC (02079K305)
|
4,713 |
$5,103k |
|
ABBVIE INC (00287Y109)
|
62,830 |
$4,569k |
|
AFLAC INC (001055102)
|
80,137 |
$4,392k |
|
GENERAL MILLS INC (370334104)
|
77,291 |
$4,059k |
|
COGNIZANT TECH SOLNS (192446102)
|
61,153 |
$3,876k |
|
3M CO (88579Y101)
|
21,802 |
$3,779k |
|
AMGEN INC (031162100)
|
19,773 |
$3,644k |
|
ILLINOIS TOOL WORKS (452308109)
|
22,105 |
$3,334k |
|
AMERIPRISE FINL INC (03076C106)
|
21,426 |
$3,110k |
|
Chevron Corp (166764100)
|
24,691 |
$3,073k |
|
COCA-COLA CO (191216100)
|
59,809 |
$3,045k |
|
ISHARES TR RUS 1000 ETF (464287622)
|
17,471 |
$2,844k |
|
Invesco FTSE RAFI US 1000 Port (46137V613)
|
24,064 |
$2,807k |
|
ALLSTATE CORP (020002101)
|
24,514 |
$2,493k |
|
DISNEY WALT CO (254687106)
|
16,494 |
$2,303k |
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
14,372 |
$2,235k |
|
ISHARES (464287234)
|
50,216 |
$2,155k |
|
Bristol-Myers Squibb Co (110122108)
|
43,539 |
$1,974k |
|
CELGENE CORP (151020104)
|
19,694 |
$1,821k |
|
Boeing Co/The (097023105)
|
4,199 |
$1,528k |
|
GENERAL DYNAMICS (369550108)
|
7,698 |
$1,400k |
|
ACCENTURE PLC IRELAND (G1151C101)
|
7,446 |
$1,376k |
|
DANAHER CORP (235851102)
|
9,254 |
$1,323k |
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
8,118 |
$1,277k |
|
Hologic Inc (HOLX) (436440101)
|
26,575 |
$1,276k |
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
6,973 |
$1,250k |
|
DARDEN RESTAURANT (237194105)
|
10,202 |
$1,242k |
|
FISERV INC (337738108)
|
13,566 |
$1,237k |
|
COMCAST CORP (20030N101)
|
29,164 |
$1,233k |
|
GENERAL ELECTRIC CO (369604103)
|
116,396 |
$1,222k |
|
CAPITAL ONE FINL CO (14040H105)
|
13,397 |
$1,216k |
|
HONEYWELL INTL INC (438516106)
|
6,940 |
$1,212k |
|
EMERSON ELEC CO (291011104)
|
16,755 |
$1,118k |
|
GLAXOSMITHKLINE PLC (37733W105)
|
27,940 |
$1,118k |
|
INTL BUSINESS MCHN (459200101)
|
7,817 |
$1,078k |
|
COLGATE PALMOLIVE CO (194162103)
|
14,864 |
$1,065k |
|
ISHARES (464287168)
|
10,452 |
$1,041k |
|
CVS HEALTH CORP (126650100)
|
18,987 |
$1,035k |
|
AMERICAN WTR WKS CO (030420103)
|
8,266 |
$959k |
|
CONSTELLATION BRANDS (21036P108)
|
4,862 |
$958k |
|
ISHARES (464288885)
|
11,650 |
$941k |
|
GILEAD SCIENCES INC (375558103)
|
12,674 |
$856k |
|
Deere & Co (244199105)
|
5,045 |
$836k |
|
ECOLAB INC (278865100)
|
4,106 |
$811k |
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
5,940 |
$756k |
|
INVESCO ETF TR (46137V308)
|
11,405 |
$714k |
|
DOVER CORP (260003108)
|
6,965 |
$698k |
|
CIGNA CORP (125523100)
|
4,383 |
$691k |
|
Facebook Inc (30303M102)
|
3,453 |
$666k |
|
COSTCO WHSL CORP (22160K105)
|
2,422 |
$640k |
|
Bank of America Corp. (060505104)
|
20,934 |
$607k |
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
3,101 |
$602k |
|
CDK GLOBAL INC (12508E101)
|
11,240 |
$556k |
|
EBAY INC (278642103)
|
13,753 |
$543k |
|
Illumina Inc (452327109)
|
1,470 |
$541k |
|
ISHARES TR (464287788)
|
4,255 |
$534k |
|
ISHARES TR RUS MID CAP ETF (464287499)
|
9,456 |
$528k |
|
BP PLC (055622104)
|
12,473 |
$520k |
|
CORNING INCORPORATED (219350105)
|
15,522 |
$516k |
|
AIR PRODS & CHEMS INC (009158106)
|
2,206 |
$499k |
|
BlackRock, Inc. (09247X101)
|
1,044 |
$490k |
|
CSX CORP (126408103)
|
6,291 |
$487k |
|
ALTRIA GROUP INC (02209S103)
|
9,723 |
$460k |
|
BIOGEN INC (09062X103)
|
1,920 |
$449k |
|
ISHARES TR U.S. TECH ETF (464287721)
|
2,265 |
$448k |
|
GLOBAL X FDS (37954Y889)
|
11,530 |
$413k |
|
EVERBRIDGE INC COM (29978A104)
|
4,575 |
$409k |
|
ISHARE (464287754)
|
2,494 |
$395k |
|
Caterpillar Inc (149123101)
|
2,870 |
$391k |
|
ALLERGAN PLC (G0177J108)
|
2,137 |
$358k |
|
ISHARES TR (464288257)
|
4,705 |
$347k |
|
BAXTER INTL INC (071813109)
|
4,153 |
$340k |
|
EDWARDS LIFESCIENCE (28176E108)
|
1,723 |
$318k |
|
INVESCO EXCHNG TRADED FD TR (46138E263)
|
8,446 |
$316k |
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
1,668 |
$311k |
|
GOLDMAN SACHS GROUP (38141G104)
|
1,496 |
$306k |
|
EQUINIX INC (29444U700)
|
600 |
$303k |
|
ConocoPhillips (20825C104)
|
4,794 |
$292k |
|
Aptiv PLC (G6095L109)
|
3,585 |
$290k |
|
FLEXSHARES TR (33939L100)
|
2,449 |
$286k |
|
FASTENAL CO (311900104)
|
8,612 |
$281k |
|
ISHARES TR (464288679)
|
2,400 |
$266k |
|
DuPont de Nemours Inc (26614N102)
|
3,481 |
$261k |
|
EATON CORPORATION (G29183103)
|
3,016 |
$251k |
|
CHIPOTLE MEXICAN GRL (169656105)
|
335 |
$246k |
|
FLEXSHARES TR (33939L860)
|
5,163 |
$232k |
|
AMCOR PLC (G0250X107)
|
19,608 |
$225k |
|
DOMINION ENERGY INC (25746U109)
|
2,762 |
$214k |
|
HP INC (40434L105)
|
10,208 |
$212k |
|
BECTON DICKINSON (075887109)
|
843 |
$212k |
|
FORTIVE CORPORATION (34959J108)
|
2,574 |
$210k |
|
Dow Inc (260557103)
|
4,189 |
$207k |
|
DIAGEO P L C (25243Q205)
|
1,176 |
$203k |
|
BROADRIDGE FINL SOLN (11133T103)
|
1,589 |
$203k |
|
CLOROX CO (189054109)
|
1,310 |
$201k |
|
DANAHER CORPORATION (235851AF9)
|
21,000 |
$115k |
|
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