Choate Investment Advisors Purchases in Q1 2025

Choate Investment Advisors

  • $3.97 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
773K
+ 7358.34%
$100.34 - $100.68 $77.6M - $77.8M
784K $78.9M
LLY
Eli Lilly & CO

Healthcare
12.8K
+ 69.25%
$725.72 - $929.72 $9.29M - $11.9M
31.3K $25.8M
NVO
Novo Nordisk A S

Healthcare
134K
+ 286.36%
$69.3 - $90.95 $9.3M - $12.2M
181K $12.6M
ABT
Abbott Laboratories

Healthcare
25.3K
+ 12.26%
$111.1 - $140.22 $2.82M - $3.55M
232K $30.8M
PGR
Progressive Corp

Financial Services
11.7K
+ 21.37%
$235.61 - $291.22 $2.75M - $3.4M
66.4K $18.8M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
84
+ 0.07%
$208.48 - $244.03 $17.5K - $20.5K
122K $29.7M
WCN
Waste Connections, Inc.

Industrials
7.58K
+ 7.74%
$169.89 - $195.19 $1.29M - $1.48M
105K $20.6M
V
Visa Inc.

Financial Services
33
+ 0.03%
$306.92 - $362.71 $10.1K - $12K
104K $36.4M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
32.7K
+ 35.51%
$99.16 - $99.52 $3.25M - $3.26M
125K $12.4M
MSCI
Msci Inc.

Financial Services
6.89K
+ 38.07%
$541.46 - $628.34 $3.73M - $4.33M
25K $14.1M
MA
Mastercard Inc

Financial Services
3.01K
+ 6.41%
$504.67 - $576.31 $1.52M - $1.74M
50.1K $27.4M
TJX
Tjx Companies Inc

Consumer Cyclical
17.9K
+ 7.83%
$112.81 - $126.16 $2.02M - $2.26M
247K $30.1M
PWR
Quanta Services, Inc.

Industrials
9.24K
+ 237.66%
$236.71 - $358.03 $2.19M - $3.31M
13.1K $3.34M
WMT
Walmart Inc.

Consumer Defensive
30.5K
+ 10.11%
$84.5 - $105.05 $2.57M - $3.2M
332K $29.1M
EOG
Eog Resources Inc

Energy
9.13K
+ 12.99%
$120.54 - $138.05 $1.1M - $1.26M
79.4K $10.2M
FISV
Fiserv Inc

Technology
12.4K
+ 7.16%
N/A
185K $23.2M
SGOL
Abrdn Gold ETF Trust

ETFs
4.87K
+ 1.82%
$25.14 - $29.82 $123K - $145K
272K $8.12M
GLDM
World Gold Trust

ETFs
13.8K
+ 124.95%
$52.19 - $61.89 $719K - $853K
24.8K $1.54M
MUB
Ishares National Muni Bond ETF

ETFs
22.1K
+ 1.74%
$104.71 - $107.69 $2.32M - $2.38M
1.29M $136M
ADBE
Adobe Inc.

Technology
7.04K
+ 20.13%
$377.84 - $464.11 $2.66M - $3.27M
42K $16.1M
XLV
Select Sector Spdr Fund Health

ETFs
1.62K
+ 4.91%
$137.61 - $149.68 $223K - $243K
34.7K $5.06M
VT
Vanguard Total World Stk Index

ETFs
5.19K
+ 6.43%
$115.08 - $123.97 $597K - $643K
85.8K $9.95M
DE
Deere & CO

Industrials
349
+ 5.38%
$408.57 - $509.27 $143K - $178K
6.83K $3.21M
COP
Conocophillips

Energy
316
+ 0.46%
$88.6 - $105.85 $28K - $33.4K
68.5K $7.2M
COST
Costco Wholesale Corp

Consumer Defensive
133
+ 1.42%
$890.62 - $1076.86 $118K - $143K
9.49K $8.97M
CVS
Cvs Health Corp

Healthcare
901
+ 6.12%
$44.22 - $68.64 $39.8K - $61.8K
15.6K $1.06M
IWR
Ishares Russell Mid Cap ETF

ETFs
5.17K
+ 36.37%
$82.81 - $92.93 $428K - $481K
19.4K $1.65M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
19
+ 0.43%
$402.49 - $513.76 $7.65K - $9.76K
4.49K $2.17M
CI
Cigna Corp

Healthcare
3
+ 0.04%
$274.49 - $329.0 $823 - $987
6.93K $2.28M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.4K
+ 63.69%
$307.43 - $357.48 $430K - $500K
3.6K $1.11M
SJNK
Spdr Bloomberg Short Term High

ETFs
13.9K
New
$25.08 - $25.64 $348K - $356K
13.9K $349K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
16.8K
New
$20.7 - $21.15 $348K - $356K
16.8K $347K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.54K
New
$80.53 - $147.57 $204K - $374K
2.54K $335K
OEF
Ishares S&P 100 ETF

ETFs
1.23K
New
N/A
1.23K $328K
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.72K
+ 159.94%
$56.17 - $59.71 $321K - $341K
9.29K $531K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.9K
New
$161.27 - $192.3 $306K - $364K
1.9K $305K
OKE
Oneok Inc

Energy
2.78K
New
$89.57 - $109.85 $249K - $306K
2.78K $276K
UBER
Uber Technologies, Inc

Technology
3.53K
New
$63.17 - $81.49 $223K - $288K
3.53K $257K
SONY
Sony Group Corp

Technology
10.1K
New
$19.88 - $25.64 $201K - $260K
10.1K $257K
EQIX
Equinix Inc

Real Estate
314
New
$803.0 - $959.97 $252K - $301K
314 $256K
CRWD
Crowd Strike Holdings, Inc.

Technology
673
New
$308.86 - $455.36 $208K - $306K
673 $237K
UNM
Unum Group

Financial Services
2.82K
New
$71.8 - $83.34 $203K - $235K
2.82K $229K
TRGP
Targa Resources Corp.

Energy
1.1K
New
$178.44 - $217.22 $196K - $238K
1.1K $219K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
16
+ 2.02%
$1187.71 - $1432.58 $19K - $22.9K
809 $1.16M
UBS
Ubs Group Ag

Financial Services
7.08K
New
$30.28 - $35.78 $214K - $253K
7.08K $216K
XLB
Select Sector Spdr Fd Material

ETFs
2.52K
New
$83.19 - $90.99 $210K - $229K
2.52K $216K
YUM
Yum Brands Inc

Consumer Cyclical
63
+ 0.71%
$123.25 - $162.53 $7.76K - $10.2K
8.91K $1.4M
HWM
Howmet Aerospace Inc.

Industrials
1.65K
New
$110.79 - $139.39 $182K - $229K
1.65K $213K
MDT
Medtronic PLC

Healthcare
2.32K
New
$79.84 - $94.5 $185K - $219K
2.32K $208K
Activity Summary
Buys All Purchases 140 New Holdings 20 Increased Positions 120 Sells All Sells 188 Reductions 188 Sold out 0 Options Calls 0 Puts 0
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