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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

Apple
$132,008,694
Microsoft
$115,955,444

Largest New Holdings this Quarter

46438F101 - ISHARES BITCOIN TRUST ETF
$878,905 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

Map of 500 Largest Holdings ofChoate Investment Advisors

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,552,186,379$31,541,133 -2.0%2,762,38938.6%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$136,471,308$2,333,176 1.7%1,294,3033.4%ETF
Apple Inc. stock logo
AAPL
Apple
$132,008,694$506,012 -0.4%594,2863.3%Computer and Technology
SPDR S&P Fossil Fuel Reserves Free ETF stock logo
SPYX
SPDR S&P Fossil Fuel Reserves Free ETF
$116,710,935$2,435,684 -2.0%2,551,0592.9%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$115,955,444$1,439,622 1.3%308,8932.9%Computer and Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$107,230,835$3,534,560 -3.2%414,6272.7%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$85,836,678$373,480 0.4%451,1552.1%Retail/Wholesale
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$78,889,844$77,832,104 7,358.3%783,6482.0%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$73,683,617$4,464,928 -5.7%679,8641.8%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$52,704,070$2,014,224 4.0%143,8081.3%Retail/Wholesale
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$49,713,157$328,389 0.7%96,7351.2%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$49,650,974$1,979,125 -3.8%88,7591.2%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$47,564,021$2,011,867 -4.1%307,5791.2%Computer and Technology
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$47,514,621$1,372,586 3.0%454,3811.2%ETF
Fiserv, Inc. stock logo
FI
Fiserv
$40,856,862$2,729,459 7.2%185,0151.0%Business Services
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$40,413,580$243,189 -0.6%237,1411.0%Consumer Staples
Visa Inc. stock logo
V
Visa
$36,378,790$11,565 0.0%103,8030.9%Business Services
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$36,340,596$770,111 -2.1%68,2350.9%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$34,620,188$346,049 -1.0%221,5980.9%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$31,467,964$770,658 -2.4%189,7490.8%Medical
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$30,773,402$3,361,225 12.3%231,9890.8%Medical
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$30,077,292$2,184,239 7.8%246,9400.7%Retail/Wholesale
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$30,000,435$836,718 -2.7%122,3010.7%Finance
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$29,732,615$20,499 0.1%121,8400.7%Finance
Walmart Inc. stock logo
WMT
Walmart
$29,141,627$2,674,961 10.1%331,9470.7%Retail/Wholesale
Mastercard Incorporated stock logo
MA
Mastercard
$27,435,319$1,651,502 6.4%50,0530.7%Business Services
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$26,704,352$2,117,514 8.6%50,9870.7%Medical
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$26,577,253$325,410 -1.2%96,7010.7%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$25,846,028$10,574,952 69.2%31,2940.6%Medical
Waste Connections, Inc. stock logo
WCN
Waste Connections
$20,580,248$1,478,564 7.7%105,4370.5%Business Services
PepsiCo, Inc. stock logo
PEP
PepsiCo
$20,169,623$1,148,240 -5.4%134,5180.5%Consumer Staples
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$18,805,381$1,644,900 9.6%113,2850.5%Computer and Technology
The Progressive Co. stock logo
PGR
Progressive
$18,778,628$3,306,700 21.4%66,3530.5%Finance
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$18,307,148$305,285 -1.6%360,1640.5%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$16,359,402$28,242 -0.2%28,3840.4%Computer and Technology
Adobe Inc. stock logo
ADBE
Adobe
$16,114,396$2,700,818 20.1%42,0160.4%Computer and Technology
LINDE PLC
$15,735,373$1,994,336 14.5%33,7930.4%SHS
AbbVie Inc. stock logo
ABBV
AbbVie
$14,394,596$647,205 -4.3%68,7030.4%Medical
Canadian National Railway stock logo
CNI
Canadian National Railway
$14,328,730$170,457 -1.2%147,0220.4%Transportation
MSCI Inc. stock logo
MSCI
MSCI
$14,130,714$3,896,295 38.1%24,9880.4%Finance
AptarGroup, Inc. stock logo
ATR
AptarGroup
$14,002,938$1,059,732 -7.0%94,3720.3%Industrials
The Walt Disney Company stock logo
DIS
Walt Disney
$13,975,057$490,441 3.6%141,5910.3%Consumer Discretionary
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$13,766,588$15,321,154 -52.7%79,4700.3%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$13,628,783$571,102 -4.0%114,5950.3%Energy
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$13,527,007$7,974,391 -37.1%27,1850.3%Medical
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$13,300,028$62,469 0.5%36,8330.3%ETF
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$12,937,955$364,208 -2.7%42,3440.3%Business Services
American Express stock logo
AXP
American Express
$12,856,554$48,698 0.4%47,7850.3%Finance
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$12,775,0660.0%160.3%Finance
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$12,575,105$9,320,325 286.4%181,0590.3%Medical
SPDR Bloomberg 3-12 Month T-Bill ETF stock logo
BILS
SPDR Bloomberg 3-12 Month T-Bill ETF
$12,433,066$3,257,899 35.5%124,9680.3%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$11,229,1040.0%38,9710.3%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$10,894,446$423,905 -3.7%23,2330.3%Finance
Alcon Inc. stock logo
ALC
Alcon
$10,831,041$364,771 -3.3%114,1090.3%Medical
Danaher Co. stock logo
DHR
Danaher
$10,748,560$469,245 4.6%52,4320.3%Medical
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$10,407,290$371,397 -3.4%178,3600.3%ETF
EOG Resources, Inc. stock logo
EOG
EOG Resources
$10,184,180$1,171,088 13.0%79,4150.3%Energy
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$10,165,924$233,825 -2.2%297,7720.3%Energy
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$9,953,587$601,547 6.4%85,8440.2%ETF
Emerson Electric Co. stock logo
EMR
Emerson Electric
$9,812,325$193,624 -1.9%89,4960.2%Industrials
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$9,593,263$259,367 -2.6%49,4520.2%ETF
Edwards Lifesciences Co. stock logo
EW
Edwards Lifesciences
$8,990,129$385,666 -4.1%124,0360.2%Medical
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$8,974,506$125,789 1.4%9,4890.2%Retail/Wholesale
Ecolab Inc. stock logo
ECL
Ecolab
$8,936,517$182,792 -2.0%35,2490.2%Basic Materials
abrdn Physical Gold Shares ETF stock logo
SGOL
abrdn Physical Gold Shares ETF
$8,121,656$145,343 1.8%272,3560.2%ETF
Tyler Technologies, Inc. stock logo
TYL
Tyler Technologies
$7,744,696$240,114 -3.0%13,3210.2%Computer and Technology
McDonald's Co. stock logo
MCD
McDonald's
$7,341,007$1,398,480 -16.0%23,5010.2%Retail/Wholesale
ConocoPhillips stock logo
COP
ConocoPhillips
$7,196,658$33,186 0.5%68,5270.2%Energy
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$7,192,491$434,254 -5.7%116,5530.2%Computer and Technology
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
$6,781,413$30,983 -0.5%14,0080.2%Finance
S&P Global Inc. stock logo
SPGI
S&P Global
$6,687,612$48,778 -0.7%13,1620.2%Business Services
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$6,472,781$263,917 -3.9%72,1060.2%Medical
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$6,264,108$735,166 13.3%89,2200.2%Transportation
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$5,710,7010.0%60,9730.1%ETF
General Mills, Inc. stock logo
GIS
General Mills
$5,431,981$9,865 -0.2%90,8510.1%Consumer Staples
Chevron Co. stock logo
CVX
Chevron
$5,346,849$365,189 -6.4%31,9620.1%Energy
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$5,127,644$311,664 6.5%27,5250.1%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$5,061,875$237,120 4.9%34,6680.1%ETF
Keurig Dr Pepper Inc. stock logo
KDP
Keurig Dr Pepper
$4,942,798$4,734,193 -48.9%144,4420.1%Consumer Staples
Union Pacific Co. stock logo
UNP
Union Pacific
$4,879,773$2,375,629 -32.7%20,6560.1%Transportation
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$4,871,084$53,769 -1.1%13,1360.1%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$4,840,262$68,982 1.4%28,9090.1%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$4,712,817$268,868 -5.4%15,1270.1%Medical
The Allstate Co. stock logo
ALL
Allstate
$4,623,045$13,460 -0.3%22,3260.1%Finance
Honeywell International Inc. stock logo
HON
Honeywell International
$4,412,533$5,492,479 -55.5%20,8380.1%Multi-Sector Conglomerates
The Coca-Cola Company stock logo
KO
Coca-Cola
$4,343,968$46,553 -1.1%60,6530.1%Consumer Staples
Oracle Co. stock logo
ORCL
Oracle
$4,285,558$1,066,601 -19.9%30,6530.1%Computer and Technology
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$4,247,917$489,808 -10.3%51,9750.1%Finance
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$4,128,767$1,830,197 -30.7%45,0100.1%ETF
Accenture plc stock logo
ACN
Accenture
$4,085,852$109,214 -2.6%13,0940.1%Computer and Technology
Aflac Incorporated stock logo
AFL
Aflac
$4,016,628$38,917 -1.0%36,1240.1%Finance
Stryker Co. stock logo
SYK
Stryker
$3,904,158$102,369 -2.6%10,4880.1%Medical
RTX Co. stock logo
RTX
RTX
$3,816,967$808,536 -17.5%28,8160.1%Aerospace
Tesla, Inc. stock logo
TSLA
Tesla
$3,791,669$587,759 18.3%14,6310.1%Auto/Tires/Trucks
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$3,791,552$15,241 0.4%53,4850.1%Utilities
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$3,676,261$290,815 -7.3%25,3330.1%Computer and Technology
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$3,632,091$29,620 -0.8%15,5730.1%Retail/Wholesale
Cognizant Technology Solutions Co. stock logo
CTSH
Cognizant Technology Solutions
$3,356,055$297,738 -8.1%43,8700.1%Computer and Technology
Quanta Services, Inc. stock logo
PWR
Quanta Services
$3,336,113$2,348,115 237.7%13,1250.1%Construction
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$3,306,492$25,792 -0.8%25,6400.1%ETF

Showing largest 100 holdings. View all holdings.
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