Choate Investment Advisors Top Holdings and 13F Report (2025) About Choate Investment AdvisorsInvestment ActivityChoate Investment Advisors has $4.61 billion in total holdings as of June 30, 2025.Choate Investment Advisors owns shares of 477 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 9.83% of the portfolio was purchased this quarter.About 3.84% of the portfolio was sold this quarter.This quarter, Choate Investment Advisors has purchased 395 new stocks and bought additional shares in 130 stocks.Choate Investment Advisors sold shares of 172 stocks and completely divested from 12 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $1,651,541,844HARRIS OAKMARK ETF TRUST $238,627,086iShares 0-3 Month Treasury Bond ETF $175,149,387Microsoft $158,923,126iShares National Muni Bond ETF $136,345,878 Largest New Holdings this Quarter 41456U106 - HARRIS OAKMARK ETF TRUST $238,627,086 Holding464288158 - iShares Short-Term National Muni Bond ETF $3,065,251 Holding46434V456 - iShares MSCI Intl Quality Factor ETF $1,059,106 Holding46436F103 - iShares Gold Trust Micro $1,020,447 HoldingG7496G103 - RenaissanceRe $962,127 Holding Largest Purchases this Quarter HARRIS OAKMARK ETF TRUST 9,292,332 shares (about $238.63M)iShares 0-3 Month Treasury Bond ETF 955,843 shares (about $96.24M)Apple 33,367 shares (about $6.85M)Adobe 16,953 shares (about $6.56M)Eli Lilly and Company 7,163 shares (about $5.58M) Largest Sales this Quarter iShares Core S&P 500 ETF 102,473 shares (about $63.63M)iShares Core S&P Small-Cap ETF 392,737 shares (about $42.92M)UnitedHealth Group 38,680 shares (about $12.07M)NVIDIA 41,137 shares (about $6.50M)Vanguard Mid-Cap ETF 22,093 shares (about $6.18M) 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$1,651,541,844$63,625,486 ▼-3.7%2,659,91635.8%ETFHARRIS OAKMARK ETF TRUST$238,627,086$238,627,086 ▲New Holding9,292,3325.2%OAKMARK U S LRGSGOViShares 0-3 Month Treasury Bond ETF$175,149,387$96,243,853 ▲122.0%1,739,4913.8%ETFMSFTMicrosoft$158,923,126$5,276,530 ▲3.4%319,5013.4%Computer and TechnologyMUBiShares National Muni Bond ETF$136,345,878$1,117,100 ▲0.8%1,304,9953.0%ETFAAPLApple$128,775,515$6,845,905 ▲5.6%627,6532.8%Computer and TechnologySPYXSPDR S&P Fossil Fuel Reserves Free ETF$128,190,539$1,734,879 ▼-1.3%2,516,9952.8%ETFVOVanguard Mid-Cap ETF$109,842,789$6,182,284 ▼-5.3%392,5342.4%ETFAMZNAmazon.com$101,845,142$2,866,328 ▲2.9%464,2202.2%Retail/WholesaleNVDANVIDIA$100,912,422$6,499,231 ▼-6.1%638,7272.2%Computer and TechnologyVOOVanguard S&P 500 ETF$57,264,889$2,316,430 ▲4.2%100,8131.2%ETFGOOGLAlphabet$56,174,904$1,970,252 ▲3.6%318,7591.2%Computer and TechnologyHDHome Depot$55,355,184$2,629,536 ▲5.0%150,9801.2%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$54,710,702$129,131 ▼-0.2%88,5501.2%FinanceGOOGAlphabet$41,591,847$2,282,650 ▲5.8%234,4660.9%Computer and TechnologyPGProcter & Gamble$39,003,299$1,221,985 ▲3.2%244,8110.8%Consumer StaplesVVisa$36,925,901$70,655 ▲0.2%104,0020.8%Business ServicesJPMJPMorgan Chase & Co.$36,915,690$1,459,407 ▲4.1%127,3350.8%FinanceFIFiserv$36,341,959$4,443,523 ▲13.9%210,7880.8%Business ServicesABTAbbott Laboratories$35,787,830$4,234,951 ▲13.4%263,1260.8%MedicalWMTWalmart$35,006,218$2,548,440 ▲7.9%358,0100.8%Retail/WholesaleBRK.BBerkshire Hathaway$32,469,353$677,163 ▼-2.0%66,8410.7%FinanceTJXTJX Companies$30,790,626$296,006 ▲1.0%249,3370.7%Retail/WholesaleLLYEli Lilly and Company$29,978,385$5,583,773 ▲22.9%38,4570.6%MedicalVTIVanguard Total Stock Market ETF$29,955,589$565,309 ▲1.9%98,5610.6%ETFJNJJohnson & Johnson$29,782,728$798,577 ▲2.8%194,9770.6%MedicalMAMastercard$28,277,658$150,601 ▲0.5%50,3210.6%Business ServicesTSMTaiwan Semiconductor Manufacturing$26,813,343$1,155,330 ▲4.5%118,3860.6%Computer and TechnologyMMCMarsh & McLennan Companies$26,639,0980.0%121,8400.6%FinanceVEAVanguard FTSE Developed Markets ETF$25,449,164$4,916,203 ▲23.9%446,3980.6%ETFADBEAdobe$22,813,927$6,558,777 ▲40.3%58,9690.5%Computer and TechnologyMETAMeta Platforms$22,141,962$1,192,015 ▲5.7%29,9990.5%Computer and TechnologyWCNWaste Connections$20,721,999$1,034,802 ▲5.3%110,9790.4%Business ServicesPGRProgressive$19,680,453$1,973,436 ▲11.1%73,7480.4%FinanceLINDE PLC$17,233,920$1,378,920 ▲8.7%36,7320.4%SHSIWFiShares Russell 1000 Growth ETF$16,719,960$1,081,405 ▲6.9%39,3800.4%ETFPEPPepsiCo$16,712,693$1,049,057 ▼-5.9%126,5730.4%Consumer StaplesMSCIMSCI$16,649,907$2,238,328 ▲15.5%28,8690.4%FinanceAXPAmerican Express$15,087,116$155,343 ▼-1.0%47,2980.3%FinanceCNICanadian National Railway$14,853,338$442,793 ▼-2.9%142,7660.3%TransportationNVONovo Nordisk A/S$14,755,488$2,258,814 ▲18.1%213,7860.3%MedicalABBVAbbVie$14,271,529$1,518,923 ▲11.9%76,8860.3%MedicalDISWalt Disney$14,224,227$3,334,512 ▼-19.0%114,7020.3%Consumer DiscretionaryATRAptarGroup$13,692,026$1,070,609 ▼-7.3%87,5280.3%IndustrialsQQQInvesco QQQ$13,369,028$552,745 ▲4.3%24,2350.3%FinanceADPAutomatic Data Processing$12,908,058$151,431 ▼-1.2%41,8530.3%Computer and TechnologyXOMExxon Mobil$12,737,109$383,768 ▲3.1%118,1550.3%EnergyRSPInvesco S&P 500 Equal Weight ETF$12,642,561$1,800,316 ▼-12.5%69,5640.3%ETFBRK.ABerkshire Hathaway$12,389,600$728,800 ▲6.3%170.3%FinanceBILSSPDR Bloomberg 3-12 Month T-Bill ETF$12,006,173$419,396 ▼-3.4%120,7500.3%ETFGLDSPDR Gold Shares$11,970,979$91,449 ▲0.8%39,2710.3%FinanceIJHiShares Core S&P Mid-Cap ETF$11,485,298$423,411 ▲3.8%185,1870.2%ETFEMREmerson Electric$11,419,161$513,320 ▼-4.3%85,6460.2%IndustrialsVTVanguard Total World Stock ETF$11,164,505$131,861 ▲1.2%86,8700.2%ETFPWRQuanta Services$10,375,649$5,413,349 ▲109.1%27,4430.2%ConstructionVIGVanguard Dividend Appreciation ETF$10,353,101$231,688 ▲2.3%50,5840.2%ETFDHRDanaher$10,120,567$236,850 ▼-2.3%51,2330.2%MedicalALCAlcon$9,881,273$192,094 ▼-1.9%111,9330.2%MedicalECLEcolab$9,639,134$141,459 ▲1.5%35,7740.2%Basic MaterialsCOSTCostco Wholesale$9,506,394$112,853 ▲1.2%9,6030.2%Retail/WholesaleSGOLabrdn Physical Gold Shares ETF$9,456,985$866,877 ▲10.1%299,8410.2%ETFEWEdwards Lifesciences$9,424,383$276,472 ▼-2.8%120,5010.2%MedicalEOGEOG Resources$9,218,941$279,887 ▼-2.9%77,0750.2%EnergyEPDEnterprise Products Partners$9,187,322$46,577 ▼-0.5%296,2700.2%EnergyAVGOBroadcom$9,121,305$1,152,499 ▲14.5%33,0900.2%Computer and TechnologyTYLTyler Technologies$7,829,638$67,584 ▼-0.9%13,2070.2%Computer and TechnologyCPCanadian Pacific Kansas City$7,509,532$437,093 ▲6.2%94,7340.2%TransportationCSCOCisco Systems$7,265,757$820,697 ▼-10.1%104,7240.2%Computer and TechnologyAMPAmeriprise Financial$7,113,553$362,936 ▼-4.9%13,3280.2%FinanceMCDMcDonald's$7,080,740$214,453 ▲3.1%24,2350.2%Retail/WholesaleORCLOracle$6,964,181$262,572 ▲3.9%31,8540.2%Computer and TechnologySPGIS&P Global$6,952,846$12,655 ▲0.2%13,1860.2%FinanceIJRiShares Core S&P Small-Cap ETF$6,737,073$42,922,228 ▼-86.4%61,6440.1%ETFMRKMerck & Co., Inc.$6,616,027$907,644 ▲15.9%83,5710.1%MedicalCOPConocoPhillips$6,137,278$12,294 ▼-0.2%68,3900.1%EnergyUSMViShares MSCI USA Min Vol Factor ETF$5,723,5060.0%60,9730.1%ETFVUGVanguard Growth ETF$5,568,548$190,265 ▼-3.3%12,7020.1%ETFTMOThermo Fisher Scientific$5,239,151$5,782,852 ▼-52.5%12,9220.1%MedicalGEGE Aerospace$5,156,546$1,632,366 ▲46.3%20,0340.1%AerospaceXLVHealth Care Select Sector SPDR Fund$4,751,078$78,178 ▲1.7%35,2480.1%ETFGISGeneral Mills$4,720,979$13,989 ▲0.3%91,1210.1%Consumer StaplesAMATApplied Materials$4,603,478$34,234 ▼-0.7%25,1460.1%Computer and TechnologyUNPUnion Pacific$4,560,646$191,887 ▼-4.0%19,8220.1%TransportationAMGNAmgen$4,530,741$307,131 ▲7.3%16,2270.1%MedicalTSLATesla$4,411,856$235,697 ▼-5.1%13,8890.1%Auto/Tires/TrucksEFAiShares MSCI EAFE ETF$4,401,474$244,571 ▼-5.3%49,2390.1%FinanceRTXRTX$4,224,213$16,500 ▲0.4%28,9290.1%AerospaceCVXChevron$4,023,066$553,573 ▼-12.1%28,0960.1%EnergyCATCaterpillar$4,009,821$1,027,980 ▲34.5%10,3290.1%IndustrialsPRGSProgress Software$3,954,7600.0%61,9480.1%Computer and TechnologyALLAllstate$3,952,923$541,524 ▼-12.0%19,6360.1%FinanceKOCocaCola$3,876,605$414,595 ▼-9.7%54,7930.1%Consumer StaplesVBRVanguard Small-Cap Value ETF$3,870,375$1,497,291 ▼-27.9%19,8470.1%ETFUNHUnitedHealth Group$3,839,259$12,066,510 ▼-75.9%12,3070.1%MedicalHONHoneywell International$3,829,246$1,023,508 ▼-21.1%16,4430.1%Multi-Sector ConglomeratesSYKStryker$3,763,628$385,739 ▼-9.3%9,5130.1%MedicalXLIIndustrial Select Sector SPDR Fund$3,698,916$65,646 ▲1.8%25,0740.1%ETFAFLAflac$3,676,230$133,407 ▼-3.5%34,8590.1%FinanceACNAccenture$3,670,369$243,296 ▼-6.2%12,2800.1%Computer and TechnologyNFLXNetflix$3,571,004$179,421 ▼-4.8%2,6670.1%Consumer DiscretionaryShowing largest 100 holdings. 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