Titelia

Holdings of Choate Investment Advisors

405 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 63.5 % of the equity sleeve

Sector breakdown

  • Funds 37.0 %
  • Technology 11.3 %
  • Financials 5.7 %
  • Consumer discretionary 4.8 %
  • Health care 4.5 %
  • Communication 4.2 %
  • Consumer staples 2.7 %
  • Industrials 2.3 %
  • Energy 0.9 %
  • Materials 0.7 %
  • Utilities 0.2 %
  • Unattributed 25.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 98.8 %
  • TW 1.0 %
  • GB 0.1 %
  • NL 0.0 %
  • DK 0.0 %
  • JP 0.0 %
  • AU 0.0 %
  • ES 0.0 %
  • DE 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US3884.7B $98.81 %
2TW245.2M $0.96 %
3GB66.1M $0.13 %
4NL21.7M $0.04 %
5DK1982.1K $0.02 %
6JP2649.6K $0.01 %
7AU1527.1K $0.01 %
8ES2429.5K $0.01 %
9DE1358K $0.01 %

Positions

RankCompanySharesValueWeight
1iShares Core S&P 500 ETF 2,576,9941.7B $
2iShares Intermediate Governmen 2,205,187235.2M $
3Vanguard FTSE All-World ex-US ETF 3,104,806233.2M $
4iShares Core MSCI Emerging Markets ETF 2,819,485196.7M $
5Apple Inc 624,254158.4M $
6Microsoft Corp 324,686120.2M $
7NVIDIA Corp 641,725111.9M $
8Amazon.com Inc 473,41898.6M $
9Alphabet Inc 297,19585.5M $
10iShares National Muni Bond ETF 717,75576.2M $
11Alphabet Inc 219,40062.9M $
12State Street SPDR S&P 500 ETF Trust 92,23060M $
13Vanguard Total Stock Market ETF 169,99654.5M $
14Walmart Inc 416,00851.7M $
15JPMorgan Chase & Co 160,83347.3M $
16Eli Lilly & Co 50,78846.7M $
17Johnson & Johnson 187,55945.8M $
18Taiwan Semiconductor Manufacturing Co Ltd 133,48045.1M $
19Home Depot Inc/The 131,88543.4M $
20Vanguard FTSE Developed Markets ETF 622,72939.9M $
21TJX Cos Inc/The 249,03239.8M $
22Berkshire Hathaway Inc 67,64832.4M $
23Visa Inc 105,62531.9M $
24Abbott Laboratories 304,22231.2M $
25Vanguard S&P 500 ETF 45,55227.2M $
26Mastercard Inc 54,41427.2M $
27Meta Platforms Inc 46,32526.5M $
28Broadcom Inc 73,58522.8M $
29Vanguard Total International S 286,86922.1M $
30Procter & Gamble Co/The 150,06021.7M $
31Exxon Mobil Corp 125,43321.3M $
32Marsh & McLennan Cos Inc 121,87421.1M $
33AbbVie Inc 74,70216.2M $
34iShares Russell 1000 Growth ETF 38,07216.2M $
35Quanta Services Inc 29,46716.2M $
36SPDR Gold Shares 37,06615.9M $
37PepsiCo Inc 102,10015.9M $
38Coca-Cola Co/The 199,71615.2M $
39abrdn Physical Gold Shares ETF 337,64415.1M $
40MSCI Inc 26,73914.4M $
41Invesco QQQ Trust Series 1 24,79114.3M $
42American Express Co 47,27014.3M $
43Booking Holdings Inc 3,36814.2M $
44VANGUARD WORLD FUND 58,06713.7M $
45Vanguard Total World Stock ETF 98,73313.7M $
46Global X Funds 163,91812.8M $
47Progressive Corp/The 64,11812.7M $
48Merck & Co Inc 102,00512.3M $
49Berkshire Hathaway Inc 1611.5M $
50Adobe Inc 46,21711.2M $
51Uber Technologies Inc 152,26111M $
52VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 49,25410.6M $
53Netflix Inc 106,43110.2M $
54Emerson Electric Co. 76,65210M $
55iShares Core S&P Mid-Cap ETF 146,6109.9M $
56Automatic Data Processing Inc 46,8999.5M $
57Costco Wholesale Corp 9,5569.5M $
58Vulcan Materials Co 33,1029M $
59Enterprise Products Partners LP 231,9408.8M $
60Applied Materials Inc 25,4778.7M $
61Invesco S&P 500 Equal Weight ETF 43,2068.3M $
62Danaher Corp 43,0168.2M $
63Cisco Systems, Inc. 103,8648.1M $
64Ecolab Inc 29,5197.9M $
65Edwards Lifesciences Corp 97,0617.8M $
66Walt Disney Co/The 80,3587.7M $
67ISHARES TRUST 96,4687.7M $
68ConocoPhillips 52,9087M $
69McDonald's Corp. 22,2896.9M $
70RTX Corp 35,0446.8M $
71Caterpillar Inc 9,4466.7M $
72SPDR Series Trust 67,0216.7M $
73iShares MSCI USA Min Vol Factor ETF 65,9156.1M $
74Chevron Corp 29,1206M $
75General Electric Co 21,2156M $
76iShares MSCI Global Min Vol Factor ETF 49,2885.9M $
77Newmont Corp 53,9055.8M $
78Ameriprise Financial Inc 13,0015.8M $
79iShares MSCI EAFE ETF 53,6815.2M $
80Amgen Inc 14,4555.1M $
81Vanguard Growth ETF 11,5905.1M $
82S&P Global Inc 11,8425M $
83Thermo Fisher Scientific Inc 10,2075M $
84International Business Machines Corp. 20,1364.9M $
85Ishares Gold Trust 53,4094.7M $
86State Street Health Care Select Sector SPDR ETF 32,1074.7M $
87Tesla Inc 12,5914.7M $
88Novartis AG 30,4924.7M $
89GE Vernova Inc 5,2404.6M $
90iShares Core MSCI EAFE ETF 50,2914.6M $
91Oracle Corp 30,3324.5M $
92Hilton Worldwide Holdings Inc 13,4504.1M $
93Pfizer Inc 144,0074M $
94Analog Devices Inc 12,6754M $
95Union Pacific Corp 16,3474M $
96NextEra Energy Inc 42,6994M $
97AptarGroup Inc 30,7533.9M $
98Morgan Stanley 23,5233.9M $
99Aflac Inc 35,2723.9M $
100Select Sector Spdr Trust 23,8903.9M $