Choate Investment Advisors Top Holdings and 13F Report (2025)

About Choate Investment Advisors

Investment Activity

Choate Investment Advisors has $4.02 billion in total holdings as of March 31, 2025.
Choate Investment Advisors owns shares of 395 different stocks, but just 35 companies or ETFs make up 80% of its holdings.
Approximately 3.89% of the portfolio was purchased this quarter.
About 3.41% of the portfolio was sold this quarter.
This quarter, Choate Investment Advisors has purchased 402 new stocks and bought additional shares in 120 stocks.
Choate Investment Advisors sold shares of 188 stocks and completely divested from 27 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $1,552,186,379
iShares National Muni Bond ETF: $136,471,308
Apple: $132,008,694
SPDR S&P Fossil Fuel Reserves Free ETF: $116,710,935
Microsoft: $115,955,444

Largest New Holdings this Quarter

46438F101 - ISHARES BITCOIN TRUST ETF: $878,905 Holding
78468R408 - SPDR Bloomberg Short Term High Yield Bond ETF: $349,221 Holding
46138G508 - Invesco Senior Loan ETF: $347,967 Holding
01609W102 - Alibaba Group: $335,202 Holding
464287101 - iShares S&P 100 ETF: $334,204 Holding

Largest Purchases this Quarter

iShares 0-3 Month Treasury Bond ETF: 773,141 shares (about $77.83M)
Eli Lilly and Company: 12,804 shares (about $10.57M)
Novo Nordisk A/S: 134,196 shares (about $9.32M)
MSCI: 6,890 shares (about $3.90M)
Abbott Laboratories: 25,339 shares (about $3.36M)

Largest Sales this Quarter

iShares Core S&P 500 ETF: 56,133 shares (about $31.54M)
Invesco S&P 500 Equal Weight ETF: 88,444 shares (about $15.32M)
Thermo Fisher Scientific: 16,026 shares (about $7.97M)
Honeywell International: 25,938 shares (about $5.49M)
Keurig Dr Pepper: 138,346 shares (about $4.73M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$1,552,186,379	$31,541,133 ▼	-2.0%	2,762,389	38.6%	ETF
MUB iShares National Muni Bond ETF	$136,471,308	$2,333,176 ▲	1.7%	1,294,303	3.4%	ETF
AAPL Apple	$132,008,694	$506,012 ▼	-0.4%	594,286	3.3%	Computer and Technology
SPYX SPDR S&P Fossil Fuel Reserves Free ETF	$116,710,935	$2,435,684 ▼	-2.0%	2,551,059	2.9%	ETF
MSFT Microsoft	$115,955,444	$1,439,622 ▲	1.3%	308,893	2.9%	Computer and Technology
VO Vanguard Mid-Cap ETF	$107,230,835	$3,534,560 ▼	-3.2%	414,627	2.7%	ETF
AMZN Amazon.com	$85,836,678	$373,480 ▲	0.4%	451,155	2.1%	Retail/Wholesale
SGOV iShares 0-3 Month Treasury Bond ETF	$78,889,844	$77,832,104 ▲	7,358.3%	783,648	2.0%	ETF
NVDA NVIDIA	$73,683,617	$4,464,928 ▼	-5.7%	679,864	1.8%	Computer and Technology
HD Home Depot	$52,704,070	$2,014,224 ▲	4.0%	143,808	1.3%	Retail/Wholesale
VOO Vanguard S&P 500 ETF	$49,713,157	$328,389 ▲	0.7%	96,735	1.2%	ETF
SPY SPDR S&P 500 ETF Trust	$49,650,974	$1,979,125 ▼	-3.8%	88,759	1.2%	Finance
GOOGL Alphabet	$47,564,021	$2,011,867 ▼	-4.1%	307,579	1.2%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$47,514,621	$1,372,586 ▲	3.0%	454,381	1.2%	ETF
FI Fiserv	$40,856,862	$2,729,459 ▲	7.2%	185,015	1.0%	Business Services
PG Procter & Gamble	$40,413,580	$243,189 ▼	-0.6%	237,141	1.0%	Consumer Staples
V Visa	$36,378,790	$11,565 ▲	0.0%	103,803	0.9%	Business Services
BRK.B Berkshire Hathaway	$36,340,596	$770,111 ▼	-2.1%	68,235	0.9%	Finance
GOOG Alphabet	$34,620,188	$346,049 ▼	-1.0%	221,598	0.9%	Computer and Technology
JNJ Johnson & Johnson	$31,467,964	$770,658 ▼	-2.4%	189,749	0.8%	Medical
ABT Abbott Laboratories	$30,773,402	$3,361,225 ▲	12.3%	231,989	0.8%	Medical
TJX TJX Companies	$30,077,292	$2,184,239 ▲	7.8%	246,940	0.7%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$30,000,435	$836,718 ▼	-2.7%	122,301	0.7%	Finance
MMC Marsh & McLennan Companies	$29,732,615	$20,499 ▲	0.1%	121,840	0.7%	Finance
WMT Walmart	$29,141,627	$2,674,961 ▲	10.1%	331,947	0.7%	Retail/Wholesale
MA Mastercard	$27,435,319	$1,651,502 ▲	6.4%	50,053	0.7%	Business Services
UNH UnitedHealth Group	$26,704,352	$2,117,514 ▲	8.6%	50,987	0.7%	Medical
VTI Vanguard Total Stock Market ETF	$26,577,253	$325,410 ▼	-1.2%	96,701	0.7%	ETF
LLY Eli Lilly and Company	$25,846,028	$10,574,952 ▲	69.2%	31,294	0.6%	Medical
WCN Waste Connections	$20,580,248	$1,478,564 ▲	7.7%	105,437	0.5%	Business Services
PEP PepsiCo	$20,169,623	$1,148,240 ▼	-5.4%	134,518	0.5%	Consumer Staples
TSM Taiwan Semiconductor Manufacturing	$18,805,381	$1,644,900 ▲	9.6%	113,285	0.5%	Computer and Technology
PGR Progressive	$18,778,628	$3,306,700 ▲	21.4%	66,353	0.5%	Finance
VEA Vanguard FTSE Developed Markets ETF	$18,307,148	$305,285 ▼	-1.6%	360,164	0.5%	ETF
META Meta Platforms	$16,359,402	$28,242 ▼	-0.2%	28,384	0.4%	Computer and Technology
ADBE Adobe	$16,114,396	$2,700,818 ▲	20.1%	42,016	0.4%	Computer and Technology
LINDE PLC	$15,735,373	$1,994,336 ▲	14.5%	33,793	0.4%	SHS
ABBV AbbVie	$14,394,596	$647,205 ▼	-4.3%	68,703	0.4%	Medical
CNI Canadian National Railway	$14,328,730	$170,457 ▼	-1.2%	147,022	0.4%	Transportation
MSCI MSCI	$14,130,714	$3,896,295 ▲	38.1%	24,988	0.4%	Finance
ATR AptarGroup	$14,002,938	$1,059,732 ▼	-7.0%	94,372	0.3%	Industrials
DIS Walt Disney	$13,975,057	$490,441 ▲	3.6%	141,591	0.3%	Consumer Discretionary
RSP Invesco S&P 500 Equal Weight ETF	$13,766,588	$15,321,154 ▼	-52.7%	79,470	0.3%	ETF
XOM Exxon Mobil	$13,628,783	$571,102 ▼	-4.0%	114,595	0.3%	Energy
TMO Thermo Fisher Scientific	$13,527,007	$7,974,391 ▼	-37.1%	27,185	0.3%	Medical
IWF iShares Russell 1000 Growth ETF	$13,300,028	$62,469 ▲	0.5%	36,833	0.3%	ETF
ADP Automatic Data Processing	$12,937,955	$364,208 ▼	-2.7%	42,344	0.3%	Business Services
AXP American Express	$12,856,554	$48,698 ▲	0.4%	47,785	0.3%	Finance
BRK.A Berkshire Hathaway	$12,775,066		0.0%	16	0.3%	Finance
NVO Novo Nordisk A/S	$12,575,105	$9,320,325 ▲	286.4%	181,059	0.3%	Medical
BILS SPDR Bloomberg 3-12 Month T-Bill ETF	$12,433,066	$3,257,899 ▲	35.5%	124,968	0.3%	ETF
GLD SPDR Gold Shares	$11,229,104		0.0%	38,971	0.3%	Finance
QQQ Invesco QQQ	$10,894,446	$423,905 ▼	-3.7%	23,233	0.3%	Finance
ALC Alcon	$10,831,041	$364,771 ▼	-3.3%	114,109	0.3%	Medical
DHR Danaher	$10,748,560	$469,245 ▲	4.6%	52,432	0.3%	Medical
IJH iShares Core S&P Mid-Cap ETF	$10,407,290	$371,397 ▼	-3.4%	178,360	0.3%	ETF
EOG EOG Resources	$10,184,180	$1,171,088 ▲	13.0%	79,415	0.3%	Energy
EPD Enterprise Products Partners	$10,165,924	$233,825 ▼	-2.2%	297,772	0.3%	Energy
VT Vanguard Total World Stock ETF	$9,953,587	$601,547 ▲	6.4%	85,844	0.2%	ETF
EMR Emerson Electric	$9,812,325	$193,624 ▼	-1.9%	89,496	0.2%	Industrials
VIG Vanguard Dividend Appreciation ETF	$9,593,263	$259,367 ▼	-2.6%	49,452	0.2%	ETF
EW Edwards Lifesciences	$8,990,129	$385,666 ▼	-4.1%	124,036	0.2%	Medical
COST Costco Wholesale	$8,974,506	$125,789 ▲	1.4%	9,489	0.2%	Retail/Wholesale
ECL Ecolab	$8,936,517	$182,792 ▼	-2.0%	35,249	0.2%	Basic Materials
SGOL abrdn Physical Gold Shares ETF	$8,121,656	$145,343 ▲	1.8%	272,356	0.2%	ETF
TYL Tyler Technologies	$7,744,696	$240,114 ▼	-3.0%	13,321	0.2%	Computer and Technology
MCD McDonald's	$7,341,007	$1,398,480 ▼	-16.0%	23,501	0.2%	Retail/Wholesale
COP ConocoPhillips	$7,196,658	$33,186 ▲	0.5%	68,527	0.2%	Energy
CSCO Cisco Systems	$7,192,491	$434,254 ▼	-5.7%	116,553	0.2%	Computer and Technology
AMP Ameriprise Financial	$6,781,413	$30,983 ▼	-0.5%	14,008	0.2%	Finance
SPGI S&P Global	$6,687,612	$48,778 ▼	-0.7%	13,162	0.2%	Business Services
MRK Merck & Co., Inc.	$6,472,781	$263,917 ▼	-3.9%	72,106	0.2%	Medical
CP Canadian Pacific Kansas City	$6,264,108	$735,166 ▲	13.3%	89,220	0.2%	Transportation
USMV iShares MSCI USA Min Vol Factor ETF	$5,710,701		0.0%	60,973	0.1%	ETF
GIS General Mills	$5,431,981	$9,865 ▼	-0.2%	90,851	0.1%	Consumer Staples
CVX Chevron	$5,346,849	$365,189 ▼	-6.4%	31,962	0.1%	Energy
VBR Vanguard Small-Cap Value ETF	$5,127,644	$311,664 ▲	6.5%	27,525	0.1%	ETF
XLV Health Care Select Sector SPDR Fund	$5,061,875	$237,120 ▲	4.9%	34,668	0.1%	ETF
KDP Keurig Dr Pepper	$4,942,798	$4,734,193 ▼	-48.9%	144,442	0.1%	Consumer Staples
UNP Union Pacific	$4,879,773	$2,375,629 ▼	-32.7%	20,656	0.1%	Transportation
VUG Vanguard Growth ETF	$4,871,084	$53,769 ▼	-1.1%	13,136	0.1%	ETF
AVGO Broadcom	$4,840,262	$68,982 ▲	1.4%	28,909	0.1%	Computer and Technology
AMGN Amgen	$4,712,817	$268,868 ▼	-5.4%	15,127	0.1%	Medical
ALL Allstate	$4,623,045	$13,460 ▼	-0.3%	22,326	0.1%	Finance
HON Honeywell International	$4,412,533	$5,492,479 ▼	-55.5%	20,838	0.1%	Multi-Sector Conglomerates
KO Coca-Cola	$4,343,968	$46,553 ▼	-1.1%	60,653	0.1%	Consumer Staples
ORCL Oracle	$4,285,558	$1,066,601 ▼	-19.9%	30,653	0.1%	Computer and Technology
EFA iShares MSCI EAFE ETF	$4,247,917	$489,808 ▼	-10.3%	51,975	0.1%	Finance
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$4,128,767	$1,830,197 ▼	-30.7%	45,010	0.1%	ETF
ACN Accenture	$4,085,852	$109,214 ▼	-2.6%	13,094	0.1%	Computer and Technology
AFL Aflac	$4,016,628	$38,917 ▼	-1.0%	36,124	0.1%	Finance
SYK Stryker	$3,904,158	$102,369 ▼	-2.6%	10,488	0.1%	Medical
RTX RTX	$3,816,967	$808,536 ▼	-17.5%	28,816	0.1%	Aerospace
TSLA Tesla	$3,791,669	$587,759 ▲	18.3%	14,631	0.1%	Auto/Tires/Trucks
NEE NextEra Energy	$3,791,552	$15,241 ▲	0.4%	53,485	0.1%	Utilities
AMAT Applied Materials	$3,676,261	$290,815 ▼	-7.3%	25,333	0.1%	Computer and Technology
LOW Lowe's Companies	$3,632,091	$29,620 ▼	-0.8%	15,573	0.1%	Retail/Wholesale
CTSH Cognizant Technology Solutions	$3,356,055	$297,738 ▼	-8.1%	43,870	0.1%	Computer and Technology
PWR Quanta Services	$3,336,113	$2,348,115 ▲	237.7%	13,125	0.1%	Construction
VYM Vanguard High Dividend Yield ETF	$3,306,492	$25,792 ▼	-0.8%	25,640	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Choate Investment Advisors Top Holdings and 13F Report (2025)

About Choate Investment Advisors

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Choate Investment Advisors Top Holdings and 13F Report (2025)

About Choate Investment Advisors

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofChoate Investment Advisors

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools