0001398344-22-008269.txt : 20220429 0001398344-22-008269.hdr.sgml : 20220429 20220429124638 ACCESSION NUMBER: 0001398344-22-008269 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220429 DATE AS OF CHANGE: 20220429 EFFECTIVENESS DATE: 20220429 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Choate Investment Advisors CENTRAL INDEX KEY: 0001399794 IRS NUMBER: 043337956 STATE OF INCORPORATION: MA FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12523 FILM NUMBER: 22872754 BUSINESS ADDRESS: STREET 1: TWO INTERNATIONAL PLACE CITY: BOSTON STATE: MA ZIP: 02110 BUSINESS PHONE: 617-248-5000 MAIL ADDRESS: STREET 1: TWO INTERNATIONAL PLACE CITY: BOSTON STATE: MA ZIP: 02110 FORMER COMPANY: FORMER CONFORMED NAME: CHOATE INVESTMENT ADVISORS DATE OF NAME CHANGE: 20150512 FORMER COMPANY: FORMER CONFORMED NAME: Choate Investment Advisors DATE OF NAME CHANGE: 20070517 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001399794 XXXXXXXX 03-31-2022 03-31-2022 false Choate Investment Advisors

TWO INTERNATIONAL PLACE BOSTON MA 02110

13F HOLDINGS REPORT 028-12523 N Erin Kerr 617-248-4770 /s/ Erin Kerr Boston MA 04-28-2022 0 359 1882381 INFORMATION TABLE 2 fp0075375_13fhr-table.xml 13F INFORMATION TABLE 3M CO COM 88579Y101 3068 20607 SH SOLE 20607 0 0 ABBOTT LABS COM 002824100 11691 98779 SH SOLE 98779 0 0 ABBVIE INC COM 00287Y109 8837 54511 SH SOLE 54511 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2338 6931 SH SOLE 6931 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 916 2011 SH SOLE 2011 0 0 AFLAC INC COM 001055102 2456 38136 SH SOLE 37686 0 450 AIR PRODS & CHEMS INC COM 009158106 594 2378 SH SOLE 2378 0 0 AIRBNB INC COM CL A 009066101 232 1352 SH SOLE 1352 0 0 ALBEMARLE CORP COM 012653101 482 2178 SH SOLE 2178 0 0 ALCOA CORP COM 013872106 890 9884 SH SOLE 9884 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 811 7452 SH SOLE 7452 0 0 ALLIANCEBERNSTEIN GLOBAL HIG COM 01879R106 489 43746 SH SOLE 43746 0 0 ALLSTATE CORP COM 020002101 3019 21797 SH SOLE 21797 0 0 ALNYLAM PHARMACEUTICALS INC COM 02043Q107 647 3961 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TRADED FD T S&P 500 TOP 50 46137V233 13 36 SH SOLE 36 0 0 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 29 320 SH SOLE 320 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 491526 3116643 SH SOLE 3116643 0 0 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 26 150 SH SOLE 150 0 0 INVESCO EXCHANGE TRADED FD T DYNMC OIL GAS 46137V670 17 3665 SH SOLE 3665 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 3200 8826 SH SOLE 8826 0 0 INVESCO VALUE MUN INCOME TR COM 46132P108 178 12800 SH SOLE 12800 0 0 ISHARES GOLD TR ISHARES NEW 464285204 351 9517 SH SOLE 9517 0 0 ISHARES INC CORE MSCI EMKT 46434G103 638 11495 SH SOLE 11495 0 0 ISHARES INC MSCI JPN ETF NEW 46434G822 247 4001 SH SOLE 4001 0 0 ISHARES INC ESG AWR MSCI EM 46434G863 20 555 SH SOLE 555 0 0 ISHARES TR SELECT DIVID ETF 464287168 771 6016 SH SOLE 6016 0 0 ISHARES TR TIPS BD ETF 464287176 297 2386 SH SOLE 2386 0 0 ISHARES TR CORE S&P500 ETF 464287200 414977 914672 SH SOLE 914672 0 0 ISHARES TR CORE US AGGBD ET 464287226 460 4299 SH SOLE 4299 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 346 7665 SH SOLE 7665 0 0 ISHARES TR IBOXX INV CP ETF 464287242 385 3189 SH SOLE 3189 0 0 ISHARES TR GLOBAL TECH ETF 464287291 20 342 SH SOLE 342 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 2561 33529 SH SOLE 33529 0 0 ISHARES TR GLOB HLTHCRE ETF 464287325 110 1250 SH SOLE 1250 0 0 ISHARES TR GLOBAL FINLS ETF 464287333 16 205 SH SOLE 205 0 0 ISHARES TR S&P 500 VAL ETF 464287408 553 3550 SH SOLE 3550 0 0 ISHARES TR BARCLAYS 7 10 YR 464287440 1622 15093 SH SOLE 15093 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 144 1722 SH SOLE 1722 0 0 ISHARES TR MSCI EAFE ETF 464287465 1541 20927 SH SOLE 20927 0 0 ISHARES TR RUS MID CAP ETF 464287499 932 11948 SH SOLE 11948 0 0 ISHARES TR CORE S&P MCP ETF 464287507 651 2426 SH SOLE 2426 0 0 ISHARES TR ISHARES BIOTECH 464287556 183 1406 SH SOLE 1406 0 0 ISHARES TR COHEN STEER REIT 464287564 66 928 SH SOLE 928 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 1534 9245 SH SOLE 9245 0 0 ISHARES TR S&P MC 400GR ETF 464287606 19 244 SH SOLE 244 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 2915 10499 SH SOLE 10499 0 0 ISHARES TR RUS 1000 ETF 464287622 3001 12001 SH SOLE 12001 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 45 175 SH SOLE 175 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 1154 5623 SH SOLE 5623 0 0 ISHARES TR RUSSELL 3000 ETF 464287689 895 3410 SH SOLE 3410 0 0 ISHARES TR U.S. UTILITS ETF 464287697 61 670 SH SOLE 670 0 0 ISHARES TR S&P MC 400VL ETF 464287705 142 1295 SH SOLE 1295 0 0 ISHARES TR U.S. TECH ETF 464287721 933 9060 SH SOLE 9060 0 0 ISHARES TR US INDUSTRIALS 464287754 364 3448 SH SOLE 3448 0 0 ISHARES TR U.S. ENERGY ETF 464287796 22 545 SH SOLE 545 0 0 ISHARES TR CORE S&P SCP ETF 464287804 1380 12790 SH SOLE 12790 0 0 ISHARES TR S&P SML 600 GWT 464287887 30 236 SH SOLE 236 0 0 ISHARES TR MSCI ACWI ETF 464288257 233 2340 SH SOLE 2340 0 0 ISHARES TR EAFE SML CP ETF 464288273 74 1110 SH SOLE 1110 0 0 ISHARES TR GLB INFRASTR ETF 464288372 3 62 SH SOLE 62 0 0 ISHARES TR 10-20 YR TRS ETF 464288653 10 71 SH SOLE 71 0 0 ISHARES TR US AER DEF ETF 464288760 147 1330 SH SOLE 1330 0 0 ISHARES TR U.S. MED DVC ETF 464288810 79 1290 SH SOLE 1290 0 0 ISHARES TR EAFE VALUE ETF 464288877 69 1372 SH SOLE 1372 0 0 ISHARES TR EAFE GRWTH ETF 464288885 949 9855 SH SOLE 9855 0 0 ISHARES TR US TREAS BD ETF 46429B267 26 1035 SH SOLE 1035 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 3 26 SH SOLE 26 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 3428 44198 SH SOLE 44198 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 91 673 SH SOLE 673 0 0 ISHARES TR MSCI USA VALUE 46432F388 27 259 SH SOLE 259 0 0 ISHARES TR CORE MSCI EAFE 46432F842 586 8441 SH SOLE 8441 0 0 ISHARES TR CORE 1 5 YR USD 46432F859 415 8569 SH SOLE 8569 0 0 ISHARES TR 0-3 MNTH TREASRY 46436E718 73948 739107 SH SOLE 739107 0 0 J P MORGAN EXCHANGE-TRADED F BETABUILDERS EUR 46641Q191 189 3440 SH SOLE 3440 0 0 J P MORGAN EXCHANGE-TRADED F BETABUILDERS CDA 46641Q225 254 3616 SH SOLE 3616 0 0 J P MORGAN EXCHANGE-TRADED F BETABUILDERS DEV 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186 SH SOLE 186 0 0 MICROSOFT CORP COM 594918104 46189 149814 SH SOLE 149814 0 0 MONDELEZ INTL INC CL A 609207105 433 6906 SH SOLE 6906 0 0 MOODYS CORP COM 615369105 494 1463 SH SOLE 1463 0 0 MORGAN STANLEY COM NEW 617446448 266 3039 SH SOLE 3039 0 0 MSCI INC COM 55354G100 204 405 SH SOLE 405 0 0 NETFLIX INC COM 64110L106 1704 4549 SH SOLE 4549 0 0 NEW RELIC INC COM 64829B100 524 7829 SH SOLE 7829 0 0 NEWMONT CORP COM 651639106 331 4160 SH SOLE 4160 0 0 NEXTERA ENERGY INC COM 65339F101 1650 19477 SH SOLE 19477 0 0 NIKE INC CL B 654106103 2976 22117 SH SOLE 22117 0 0 NORFOLK SOUTHN CORP COM 655844108 848 2973 SH SOLE 2973 0 0 NORTHROP GRUMMAN CORP COM 666807102 1069 2391 SH SOLE 2391 0 0 NOVARTIS AG SPONSORED ADR 66987V109 209 2382 SH SOLE 2382 0 0 NOVO-NORDISK A S ADR 670100205 288 2590 SH SOLE 2590 0 0 NUVEEN AMT FREE QLTY MUN INC COM 670657105 280 21300 SH SOLE 21300 0 0 NUVEEN CA QUALTY MUN INCOME COM 67066Y105 269 20500 SH SOLE 20500 0 0 NUVEEN QUALITY MUNCP INCOME COM 67066V101 433 32400 SH SOLE 32400 0 0 NVIDIA CORPORATION COM 67066G104 3702 13569 SH SOLE 13569 0 0 ONEMAIN HLDGS INC COM 68268W103 781 16473 SH SOLE 16473 0 0 ORACLE CORP COM 68389X105 1362 16458 SH SOLE 16458 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 347 506 SH SOLE 506 0 0 OTIS WORLDWIDE CORP COM 68902V107 429 5577 SH SOLE 5577 0 0 PALO ALTO NETWORKS INC COM 697435105 220 353 SH SOLE 353 0 0 PAYCHEX INC COM 704326107 632 4631 SH SOLE 4631 0 0 PAYPAL HLDGS INC COM 70450Y103 834 7207 SH SOLE 7207 0 0 PENNSYLVANIA REAL ESTATE INV SH BEN INT 709102107 9 15000 SH SOLE 15000 0 0 PEPSICO INC COM 713448108 4940 29514 SH SOLE 29514 0 0 PFIZER INC COM 717081103 6514 125830 SH SOLE 125830 0 0 PHILIP MORRIS INTL INC COM 718172109 316 3367 SH SOLE 3367 0 0 PNC FINL SVCS GROUP INC COM 693475105 1271 6890 SH SOLE 6890 0 0 PROCTER AND GAMBLE CO COM 742718109 12320 80625 SH SOLE 80625 0 0 PROGRESS SOFTWARE CORP COM 743312100 2917 61948 SH SOLE 61948 0 0 PROGRESSIVE CORP COM 743315103 204 1787 SH SOLE 1787 0 0 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 200 2857 SH SOLE 2857 0 0 QUALCOMM INC COM 747525103 2049 13403 SH SOLE 13403 0 0 QUANTA SVCS INC COM 74762E102 305 2321 SH SOLE 2321 0 0 RALPH LAUREN CORP CL A 751212101 848 7472 SH SOLE 7472 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 2627 26517 SH SOLE 26517 0 0 REGENERON PHARMACEUTICALS COM 75886F107 275 394 SH SOLE 394 0 0 REINSURANCE GRP OF AMERICA I COM NEW 759351604 1963 17936 SH SOLE 17936 0 0 ROCKWELL AUTOMATION INC COM 773903109 534 1907 SH SOLE 1907 0 0 ROPER TECHNOLOGIES INC COM 776696106 715 1515 SH SOLE 1515 0 0 S&P GLOBAL INC COM 78409V104 3233 7884 SH SOLE 7884 0 0 SALESFORCE COM INC COM 79466L302 512 2414 SH SOLE 2414 0 0 SCHLUMBERGER LTD COM STK 806857108 281 6802 SH SOLE 6802 0 0 SCHWAB CHARLES CORP COM 808513105 619 7336 SH SOLE 7336 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 172 3226 SH SOLE 3226 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 37 692 SH SOLE 692 0 0 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 19 435 SH SOLE 435 0 0 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 29 489 SH SOLE 489 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 327 6592 SH SOLE 6592 0 0 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 382 4244 SH SOLE 4244 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 4048 29553 SH SOLE 29553 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 498 6557 SH SOLE 6557 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 2164 11698 SH SOLE 11698 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 523 13661 SH SOLE 13661 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 8045 78122 SH SOLE 78122 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1170 7359 SH SOLE 7359 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 15 200 SH SOLE 200 0 0 SHERWIN WILLIAMS CO COM 824348106 360 1440 SH SOLE 1440 0 0 SIGILON THERAPEUTICS INC COM 82657L107 98 66666 SH SOLE 66666 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 1883 14124 SH SOLE 14124 0 0 SPDR GOLD TR GOLD SHS 78463V107 6032 33389 SH SOLE 33389 0 0 SPDR INDEX SHS FDS MSCI EAFE FS ETF 78470E106 254 3302 SH SOLE 3302 0 0 SPDR INDEX SHS FDS MSCI EMR MKT ETF 78470E205 31 447 SH SOLE 447 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 31280 69258 SH SOLE 69258 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1269 2586 SH SOLE 2586 0 0 SPDR SER TR AEROSPACE DEF 78464A631 73 585 SH SOLE 585 0 0 SPDR SER TR S&P METALS MNG 78464A755 312 5086 SH SOLE 5086 0 0 SPDR SER TR S&P DIVID ETF 78464A763 139 1085 SH SOLE 1085 0 0 SPDR SER TR S&P INS ETF 78464A789 23 550 SH SOLE 550 0 0 SPDR SER TR BLOOMBERG HIGH Y 78468R622 38 366 SH SOLE 366 0 0 SPDR SER TR SPDR S&P 500 ETF 78468R796 105159 947211 SH SOLE 945611 0 1600 STANDEX INTL CORP COM 854231107 4784 47876 SH SOLE 0 0 47876 STARBUCKS CORP COM 855244109 308 3390 SH SOLE 3390 0 0 STATE STR CORP COM 857477103 549 6302 SH SOLE 6302 0 0 STRYKER CORPORATION COM 863667101 2326 8702 SH SOLE 8702 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1864 17874 SH SOLE 17874 0 0 TARGET CORP COM 87612E106 2935 13829 SH SOLE 13829 0 0 TE CONNECTIVITY LTD SHS H84989104 1159 8846 SH SOLE 8846 0 0 TESLA INC COM 88160R101 2161 2005 SH SOLE 780 0 1225 TEXAS INSTRS INC COM 882508104 2696 14689 SH SOLE 14689 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 4105 6949 SH SOLE 6949 0 0 TJX COS INC NEW COM 872540109 5027 82975 SH SOLE 82975 0 0 T-MOBILE US INC COM 872590104 210 1634 SH SOLE 1634 0 0 TRAVELERS COMPANIES INC COM 89417E109 566 3097 SH SOLE 3097 0 0 TYSON FOODS INC CL A 902494103 299 3337 SH SOLE 3337 0 0 UNION PAC CORP COM 907818108 3972 14539 SH SOLE 14539 0 0 UNITED RENTALS INC COM 911363109 868 2443 SH SOLE 2443 0 0 UNITEDHEALTH GROUP INC COM 91324P102 2947 5779 SH SOLE 5779 0 0 US BANCORP DEL COM NEW 902973304 390 7334 SH SOLE 7334 0 0 V F CORP COM 918204108 773 13601 SH SOLE 13601 0 0 VAIL RESORTS INC COM 91879Q109 386 1485 SH SOLE 1485 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 470 6038 SH SOLE 6038 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1216 15286 SH SOLE 15286 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2215 5335 SH SOLE 5335 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 0 3 SH SOLE 3 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 152 1400 SH SOLE 1400 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1 3 SH SOLE 3 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 102 488 SH SOLE 488 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 1729 6013 SH SOLE 6013 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 281 1900 SH SOLE 1900 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3711 16301 SH SOLE 16301 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 2334 23044 SH SOLE 23044 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 92 1594 SH SOLE 1594 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 280 6071 SH SOLE 6071 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 28 465 SH SOLE 465 0 0 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 90374 1436564 SH SOLE 1436564 0 0 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 33 407 SH SOLE 407 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 69 800 SH SOLE 800 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3881 23933 SH SOLE 23933 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1163 24221 SH SOLE 24221 0 0 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 274 897 SH SOLE 897 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 1373 3297 SH SOLE 3297 0 0 VANGUARD WORLD FDS UTILITIES ETF 92204A876 167 1033 SH SOLE 1033 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 2445 47990 SH SOLE 47990 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 340 1303 SH SOLE 1303 0 0 VIRTUS GLOBAL DIVID & INCOME COM 92835W107 120 12329 SH SOLE 12329 0 0 VISA INC COM CL A 92826C839 2818 12709 SH SOLE 12709 0 0 WABTEC COM 929740108 241 2502 SH SOLE 2502 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 886 19799 SH SOLE 19799 0 0 WALMART INC COM 931142103 3406 22870 SH SOLE 22870 0 0 WASTE CONNECTIONS INC COM 94106B101 366 2620 SH SOLE 2620 0 0 WASTE MGMT INC DEL COM 94106L109 501 3164 SH SOLE 3164 0 0 WELLS FARGO CO NEW COM 949746101 1382 28529 SH SOLE 28529 0 0 WEX INC COM 96208T104 1390 7787 SH SOLE 7787 0 0 WILLIAMS SONOMA INC COM 969904101 961 6625 SH SOLE 6625 0 0 WILLIS TOWERS WATSON PLC LTD SHS G96629103 1566 6630 SH SOLE 6630 0 0 YUM BRANDS INC COM 988498101 1002 8455 SH SOLE 8455 0 0 YUM CHINA HLDGS INC COM 98850P109 410 9875 SH SOLE 9875 0 0 ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 240 580 SH SOLE 580 0 0 ZIMMER BIOMET HOLDINGS INC COM 98956P102 488 3816 SH SOLE 3816 0 0