0001398344-23-013891.txt : 20230801 0001398344-23-013891.hdr.sgml : 20230801 20230801142110 ACCESSION NUMBER: 0001398344-23-013891 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230801 DATE AS OF CHANGE: 20230801 EFFECTIVENESS DATE: 20230801 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: 231131049 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 X0202 13F-HR LIVE false false false 0001399794 XXXXXXXX 06-30-2023 06-30-2023 false Choate Investment Advisors

TWO INTERNATIONAL PLACE BOSTON MA 02110

13F HOLDINGS REPORT 028-12523 000106109 801-53321 N Erin Kerr 617-248-4716 /s/ Erin Kerr Boston MA 08-01-2023 0 348 2391814457 INFORMATION TABLE 2 fp0084464-1_13fhr-table.xml 3M CO COM 88579Y101 2319986 23179 SH SOLE 23179 0 0 ABBOTT LABS COM 002824100 13248220 121521 SH SOLE 121521 0 0 ABBVIE INC COM 00287Y109 9751084 72375 SH SOLE 72375 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2830604 9173 SH SOLE 9173 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 1716844 3511 SH SOLE 3511 0 0 ADVANCED MICRO DEVICES INC COM 007903107 200709 1762 SH SOLE 1762 0 0 AFLAC INC COM 001055102 2654145 38025 SH SOLE 37575 0 450 AIR PRODS & CHEMS INC COM 009158106 1030383 3440 SH SOLE 3440 0 0 ALBEMARLE CORP COM 012653101 476520 2136 SH SOLE 2136 0 0 ALCON AG ORD SHS H01301128 770274 9381 SH SOLE 9381 0 0 ALIGOS THERAPEUTICS INC COM 01626L105 23304 24000 SH SOLE 24000 0 0 ALLIANCEBERNSTEIN GLOBAL HIG COM 01879R106 435710 43746 SH SOLE 43746 0 0 ALLSTATE CORP COM 020002101 2605947 23899 SH SOLE 23899 0 0 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808524722 18614 435 SH SOLE 435 0 0 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 28152 489 SH SOLE 489 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 2034667 28018 SH SOLE 28018 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 63814 1790 SH SOLE 1790 0 0 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 228857 3699 SH SOLE 3699 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 4204621 31678 SH SOLE 31678 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 355423 4792 SH SOLE 4792 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 1560214 9188 SH SOLE 9188 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 66577 1975 SH SOLE 1975 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 3208224 29894 SH SOLE 29894 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 839918 4831 SH SOLE 4831 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 13088 200 SH SOLE 200 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 1606223 14511 SH SOLE 14511 0 0 SNAP ON INC COM 833034101 218448 758 SH SOLE 758 0 0 SPDR GOLD TR GOLD SHS 78463V107 5731915 32153 SH SOLE 32153 0 0 SPDR INDEX SHS FDS MSCI EAFE FS ETF 78470E106 245252 6514 SH SOLE 6514 0 0 SPDR INDEX SHS FDS MSCI EMR MKT ETF 78470E205 24846 820 SH SOLE 820 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 34149404 77038 SH SOLE 77038 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 918549 1918 SH SOLE 1918 0 0 SPDR SER TR AEROSPACE DEF 78464A631 59064 486 SH SOLE 486 0 0 SPDR SER TR S&P METALS MNG 78464A755 40148 790 SH SOLE 790 0 0 SPDR SER TR S&P DIVID ETF 78464A763 132999 1085 SH SOLE 1085 0 0 SPDR SER TR S&P INS ETF 78464A789 9811 240 SH SOLE 240 0 0 SPDR SER TR S&P BIOTECH 78464A870 903968 10865 SH SOLE 10865 0 0 SPDR SER TR BLOOMBERG 3-12 M 78468R523 8100239 81442 SH SOLE 81442 0 0 SPDR SER TR S&P KENSHO FINAL 78468R630 13959 319 SH SOLE 319 0 0 SPDR SER TR SPDR S&P 500 ETF 78468R796 113140009 3128007 SH SOLE 3128007 0 0 STARBUCKS CORP COM 855244109 2188533 22093 SH SOLE 22093 0 0 STATE STR CORP COM 857477103 433445 5923 SH SOLE 5923 0 0 STRYKER CORPORATION COM 863667101 3802336 12463 SH SOLE 12463 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2557716 25344 SH SOLE 25344 0 0 TARGET CORP COM 87612E106 1876937 14230 SH SOLE 14230 0 0 TE CONNECTIVITY LTD SHS H84989104 873757 6234 SH SOLE 6234 0 0 TESLA INC COM 88160R101 3119775 11918 SH SOLE 8243 0 3675 TEXAS INSTRS INC COM 882508104 4386367 24366 SH SOLE 24366 0 0 THE CIGNA GROUP COM 125523100 436614 1556 SH SOLE 1556 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 5023409 9628 SH SOLE 9628 0 0 TJX COS INC NEW COM 872540109 8366229 98670 SH SOLE 98670 0 0 T-MOBILE US INC COM 872590104 258632 1862 SH SOLE 1862 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 321508 1681 SH SOLE 1681 0 0 TRANSDIGM GROUP INC COM 893641100 269145 301 SH SOLE 301 0 0 TRAVELERS COMPANIES INC COM 89417E109 1276227 7349 SH SOLE 7349 0 0 UNILEVER PLC SPON ADR NEW 904767704 726067 13928 SH SOLE 13928 0 0 UNION PAC CORP COM 907818108 3545451 17327 SH SOLE 17327 0 0 UNITED PARCEL SERVICE INC CL B 911312106 313867 1751 SH SOLE 1751 0 0 UNITEDHEALTH GROUP INC COM 91324P102 6580442 13691 SH SOLE 13691 0 0 US BANCORP DEL COM NEW 902973304 268615 8130 SH SOLE 8130 0 0 V F CORP COM 918204108 213331 11175 SH SOLE 11175 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 27961 370 SH SOLE 370 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 364177 5010 SH SOLE 5010 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1997301 4904 SH SOLE 4904 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 85395 415 SH SOLE 415 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 87738 1050 SH SOLE 1050 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 766890 3783 SH SOLE 3783 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 1364433 4822 SH SOLE 4822 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 269422 1896 SH SOLE 1896 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 4657821 21145 SH SOLE 21145 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1259770 12990 SH SOLE 12990 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 19044 350 SH SOLE 350 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 10373 255 SH SOLE 255 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 9081160 157304 SH SOLE 157304 0 0 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 100015 1705 SH SOLE 1705 0 0 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 18551 292 SH SOLE 292 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 5953222 36651 SH SOLE 36651 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 4044860 87589 SH SOLE 87589 0 0 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 254030 897 SH SOLE 897 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 765821 1732 SH SOLE 1732 0 0 VANGUARD WORLD FDS UTILITIES ETF 92204A876 146862 1033 SH SOLE 1033 0 0 VERISK ANALYTICS INC COM 92345Y106 241174 1067 SH SOLE 1067 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 865634 23276 SH SOLE 23276 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 817135 2322 SH SOLE 2322 0 0 VIATRIS INC COM 92556V106 159181 15950 SH SOLE 15950 0 0 VIRTUS TOTAL RETURN FD INC COM 92835W107 74960 12329 SH SOLE 12329 0 0 VISA INC COM CL A 92826C839 3880898 16342 SH SOLE 16342 0 0 VULCAN MATLS CO COM 929160109 272782 1210 SH SOLE 1210 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 561794 19719 SH SOLE 19719 0 0 WALMART INC COM 931142103 4724831 30060 SH SOLE 30060 0 0 WASTE MGMT INC DEL COM 94106L109 570899 3292 SH SOLE 3292 0 0 WELLS FARGO CO NEW COM 949746101 1634644 38300 SH SOLE 38300 0 0 WISDOMTREE TR US LARGECAP DIVD 97717W307 299556 4710 SH SOLE 4710 0 0 WOODSIDE ENERGY GROUP LTD SPONSORED ADR 980228308 618848 26686 SH SOLE 26686 0 0 WORLD GOLD TR SPDR GLD MINIS 98149E303 981198 25760 SH SOLE 25760 0 0 YUM BRANDS INC COM 988498101 1201506 8672 SH SOLE 8672 0 0 YUM CHINA HLDGS INC COM 98850P109 581329 10289 SH SOLE 10289 0 0 ZIMMER BIOMET HOLDINGS INC COM 98956P102 545418 3746 SH SOLE 3746 0 0 ZOETIS INC CL A 98978V103 244022 1417 SH SOLE 1417 0 0