Choate Investment Advisors Top Holdings and 13F Report (2025) About Choate Investment AdvisorsInvestment ActivityChoate Investment Advisors has $4.16 billion in total holdings as of December 31, 2024.Choate Investment Advisors owns shares of 402 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 6.91% of the portfolio was purchased this quarter.About 2.30% of the portfolio was sold this quarter.This quarter, Choate Investment Advisors has purchased 383 new stocks and bought additional shares in 215 stocks.Choate Investment Advisors sold shares of 94 stocks and completely divested from 20 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $1,659,207,531Apple $149,378,223iShares National Muni Bond ETF $135,550,246Microsoft $128,600,807SPDR S&P Fossil Fuel Reserves Free ETF $125,396,934 Largest New Holdings this Quarter 00326A104 - abrdn Physical Gold Shares ETF $6,700,424 Holding09290D101 - BLACKROCK INC $2,883,634 Holding31428X106 - FedEx $1,127,289 Holding464287481 - iShares Russell Mid-Cap Growth ETF $983,580 Holding512807306 - LAM RESEARCH CORP $939,134 Holding Largest Purchases this Quarter Vanguard Mid-Cap ETF 422,294 shares (about $111.54M)iShares Core S&P 500 ETF 61,887 shares (about $36.43M)Apple 30,490 shares (about $7.63M)MSCI 12,699 shares (about $7.62M)Progressive 28,036 shares (about $6.72M) Largest Sales this Quarter iShares National Muni Bond ETF 110,440 shares (about $11.77M)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 103,665 shares (about $9.48M)NVIDIA 56,987 shares (about $7.65M)NIKE 99,817 shares (about $7.55M)Berkshire Hathaway 11 shares (about $7.49M) Sector Allocation Over TimeMap of 500 Largest Holdings ofChoate Investment Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$1,659,207,531$36,431,639 ▲2.2%2,818,52239.9%ETFAAPLApple$149,378,223$7,634,624 ▲5.4%596,5643.6%Computer and TechnologyMUBiShares National Muni Bond ETF$135,550,246$11,767,382 ▼-8.0%1,272,1753.3%ETFMSFTMicrosoft$128,600,807$3,308,417 ▲2.6%305,0583.1%Computer and TechnologySPYXSPDR S&P Fossil Fuel Reserves Free ETF$125,396,934$3,067,203 ▼-2.4%2,604,2983.0%ETFVOVanguard Mid-Cap ETF$113,125,294$111,540,514 ▲7,038.2%428,2942.7%ETFAMZNAmazon.com$98,572,018$5,427,483 ▲5.8%449,1922.4%Retail/WholesaleNVDANVIDIA$96,792,310$7,649,704 ▼-7.3%721,0612.3%Computer and TechnologyGOOGLAlphabet$60,692,025$785,654 ▲1.3%320,5891.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$54,093,506$531,575 ▲1.0%92,2971.3%FinanceHDHome Depot$53,815,290$2,380,818 ▲4.6%138,3121.3%Retail/WholesaleVOOVanguard S&P 500 ETF$51,777,562$61,963 ▲0.1%96,0961.2%ETFIJRiShares Core S&P Small-Cap ETF$50,841,401$424,010 ▲0.8%441,2551.2%ETFGOOGAlphabet$42,630,415$1,946,638 ▲4.8%223,8131.0%Computer and TechnologyPGProcter & Gamble$39,994,232$516,508 ▼-1.3%238,5681.0%Consumer StaplesFIFiserv$35,475,298$2,988,756 ▲9.2%172,6550.9%Business ServicesVVisa$32,817,782$242,884 ▲0.7%103,7700.8%Business ServicesJPMJPMorgan Chase & Co.$30,134,424$3,069,487 ▲11.3%125,7120.7%FinanceBRK.BBerkshire Hathaway$29,591,478$1,016,662 ▲3.6%69,6810.7%FinanceRSPInvesco S&P 500 Equal Weight ETF$29,423,570$5,282,308 ▼-15.2%167,9140.7%ETFVTIVanguard Total Stock Market ETF$28,367,9990.0%97,8850.7%ETFJNJJohnson & Johnson$28,119,791$223,198 ▼-0.8%194,3960.7%MedicalTJXTJX Companies$27,671,946$3,167,435 ▲12.9%229,0070.7%Retail/WholesaleWMTWalmart$27,249,887$2,075,398 ▲8.2%301,4770.7%Retail/WholesaleMMCMarsh & McLennan Companies$25,862,192$31,012 ▲0.1%121,7560.6%FinanceMAMastercard$24,770,111$3,376,402 ▲15.8%47,0400.6%Business ServicesUNHUnitedHealth Group$23,750,391$1,893,191 ▲8.7%46,9440.6%MedicalABTAbbott Laboratories$23,374,234$3,179,982 ▲15.7%206,6500.6%MedicalTMOThermo Fisher Scientific$22,493,798$1,281,612 ▲6.0%43,2110.5%MedicalPEPPepsiCo$21,617,383$401,251 ▲1.9%142,1760.5%Consumer StaplesTSMTaiwan Semiconductor Manufacturing$20,415,811$3,203,104 ▲18.6%103,3760.5%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$17,510,261$1,202,961 ▲7.4%366,1700.4%ETFWCNWaste Connections$16,800,811$2,633,206 ▲18.6%97,8620.4%Business ServicesMETAMeta Platforms$16,647,806$1,183,316 ▲7.7%28,4330.4%Computer and TechnologyATRAptarGroup$15,947,882$1,319,800 ▼-7.6%101,5140.4%IndustrialsADBEAdobe$15,552,238$5,680,787 ▲57.5%34,9740.4%Computer and TechnologyDISWalt Disney$15,212,889$6,071,816 ▲66.4%136,6220.4%Consumer DiscretionaryCNICanadian National Railway$15,107,537$149,988 ▼-1.0%148,7710.4%TransportationIWFiShares Russell 1000 Growth ETF$14,721,923$106,017 ▼-0.7%36,6600.4%ETFLLYEli Lilly and Company$14,274,280$30,880 ▲0.2%18,4900.3%MedicalAXPAmerican Express$14,128,391$3,019,838 ▼-17.6%47,6040.3%FinancePGRProgressive$13,099,294$6,717,734 ▲105.3%54,6690.3%FinanceXOMExxon Mobil$12,843,535$722,548 ▲6.0%119,3970.3%EnergyABBVAbbVie$12,757,390$528,122 ▲4.3%71,7920.3%MedicalADPAutomatic Data Processing$12,744,887$1,548,907 ▲13.8%43,5360.3%Business ServicesLINDE PLC$12,357,604$2,104,268 ▲20.5%29,5100.3%SHSQQQInvesco QQQ$12,339,589$11,247 ▲0.1%24,1370.3%FinanceDHRDanaher$11,510,326$685,436 ▲6.3%50,1430.3%MedicalIJHiShares Core S&P Mid-Cap ETF$11,510,198$278,214 ▲2.5%184,7250.3%ETFEMREmerson Electric$11,310,081$786,706 ▼-6.5%91,2620.3%IndustrialsBRK.ABerkshire Hathaway$10,894,720$7,490,120 ▼-40.7%160.3%FinanceMSCIMSCI$10,858,981$7,619,527 ▲235.2%18,0980.3%FinanceHONHoneywell International$10,564,823$338,564 ▼-3.1%46,7760.3%Multi-Sector ConglomeratesALCAlcon$10,025,348$66,211 ▲0.7%117,9520.2%MedicalVIGVanguard Dividend Appreciation ETF$9,946,080$147,069 ▼-1.5%50,7890.2%ETFEWEdwards Lifesciences$9,569,078$1,525,643 ▼-13.8%129,3570.2%MedicalEPDEnterprise Products Partners$9,557,131$199,004 ▼-2.0%304,6210.2%EnergyVTVanguard Total World Stock ETF$9,475,442$487,306 ▲5.4%80,6560.2%ETFGLDSPDR Gold Shares$9,436,0480.0%38,9710.2%FinanceBILSSPDR Bloomberg 3-12 Month T-Bill ETF$9,143,811$90,524 ▲1.0%92,2220.2%ETFKDPKeurig Dr Pepper$9,081,918$338,595 ▼-3.6%282,7880.2%Consumer StaplesEOGEOG Resources$8,615,290$1,043,278 ▲13.8%70,2830.2%EnergyCOSTCostco Wholesale$8,572,622$1,034,469 ▲13.7%9,3560.2%Retail/WholesaleECLEcolab$8,433,791$67,292 ▼-0.8%35,9700.2%Basic MaterialsMCDMcDonald's$8,110,542$1,452,349 ▲21.8%27,9780.2%Retail/WholesaleTYLTyler Technologies$7,928,497$772,414 ▼-8.9%13,7340.2%Computer and TechnologyAMPAmeriprise Financial$7,492,355$96,370 ▲1.3%14,0720.2%FinanceMRKMerck & Co., Inc.$7,466,123$47,654 ▼-0.6%75,0460.2%MedicalCSCOCisco Systems$7,316,533$349,339 ▲5.0%123,5900.2%Computer and TechnologyUNPUnion Pacific$7,010,985$729,131 ▼-9.4%30,7120.2%TransportationCOPConocoPhillips$6,766,904$397,119 ▲6.2%68,2110.2%EnergySGOLabrdn Physical Gold Shares ETF$6,700,424$6,700,424 ▲New Holding267,4820.2%ETFAVGOBroadcom$6,606,784$799,853 ▲13.8%28,4970.2%Computer and TechnologySPGIS&P Global$6,606,240$299,967 ▲4.8%13,2580.2%Business ServicesORCLOracle$6,379,267$472,088 ▲8.0%38,2820.2%Computer and TechnologyNKENIKE$6,052,889$7,554,909 ▼-55.5%79,9720.1%Consumer DiscretionaryBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$5,939,476$9,478,091 ▼-61.5%64,9620.1%ETFGISGeneral Mills$5,804,090$17,919 ▼-0.3%91,0160.1%Consumer StaplesCPCanadian Pacific Kansas City$5,699,036$570,996 ▲11.1%78,7490.1%TransportationVUGVanguard Growth ETF$5,451,045$45,969 ▼-0.8%13,2810.1%ETFUSMViShares MSCI USA Min Vol Factor ETF$5,413,764$24,506 ▲0.5%60,9730.1%ETFAMTAmerican Tower$5,152,329$802,443 ▼-13.5%28,0910.1%FinanceVBRVanguard Small-Cap Value ETF$5,123,361$196,199 ▲4.0%25,8520.1%ETFTSLATesla$4,992,516$751,926 ▲17.7%12,3630.1%Auto/Tires/TrucksCVXChevron$4,945,498$119,057 ▼-2.4%34,1450.1%EnergyBBarnes Group$4,870,285$4,877,090 ▼-50.0%103,0530.1%IndustrialsACNAccenture$4,729,465$357,770 ▲8.2%13,4440.1%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$4,545,863$120,924 ▲2.7%33,0440.1%ETFAMATApplied Materials$4,445,745$151,243 ▲3.5%27,3370.1%Computer and TechnologyEFAiShares MSCI EAFE ETF$4,382,960$483,072 ▲12.4%57,9680.1%FinanceALLAllstate$4,316,761$179,102 ▼-4.0%22,3910.1%FinanceAMGNAmgen$4,167,503$411,538 ▼-9.0%15,9900.1%MedicalRTXRTX$4,040,942$332,116 ▲9.0%34,9200.1%AerospacePRGSProgress Software$4,035,9120.0%61,9480.1%Computer and TechnologyNVONovo Nordisk A/S$4,031,146$368,853 ▲10.1%46,8630.1%MedicalSYKStryker$3,875,218$334,126 ▲9.4%10,7630.1%MedicalLOWLowe's Companies$3,874,760$47,879 ▲1.3%15,7000.1%Retail/WholesaleNEENextEra Energy$3,818,926$158,435 ▲4.3%53,2700.1%UtilitiesKOCoca-Cola$3,816,725$91,834 ▲2.5%61,3030.1%Consumer StaplesAFLAflac$3,772,871$46,962 ▲1.3%36,4740.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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