Choate Investment Advisors Purchases in Q1 2025

Choate Investment Advisors

  • $3.97 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
T
At&T Inc.

Communication Services
2.24K
+ 8.66%
$21.56 - $28.28 $48.2K - $63.2K
28K $793K
ITA
Ishares Tr

ETFs
1.33K
New
$144.84 - $159.5 $193K - $212K
1.33K $203K
TIP
Ishares Tr Tips Bd ETF

ETFs
1.83K
New
$106.22 - $111.09 $194K - $203K
1.83K $203K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.27K
+ 62.51%
$42.5 - $46.71 $181K - $199K
11.1K $501K
GILD
Gilead Sciences, Inc.

Healthcare
86
+ 0.88%
$89.14 - $117.41 $7.67K - $10.1K
9.81K $1.1M
ROP
Roper Technologies Inc

Industrials
26
+ 1.0%
$502.71 - $593.81 $13.1K - $15.4K
2.62K $1.54M
TRV
Travelers Companies, Inc.

Financial Services
21
+ 0.27%
$232.43 - $265.13 $4.88K - $5.57K
7.91K $2.09M
VBK
Vanguard Small Cap Growth ETF

ETFs
750
+ 50.88%
$247.97 - $296.33 $186K - $222K
2.22K $559K
XLF
Financial Sector Spdr

ETFs
2.45K
+ 20.75%
$47.32 - $52.19 $116K - $128K
14.3K $710K
IDXX
Idexx Laboratories Inc

Healthcare
288
+ 13.77%
$406.29 - $469.04 $117K - $135K
2.38K $999K
DFS
Discover Financial Services

Financial Services
816
+ 14.46%
$152.99 - $203.25 $125K - $166K
6.46K $1.1M
SHEL
Shell PLC

Energy
627
+ 8.36%
$62.84 - $73.29 $39.4K - $46K
8.13K $595K
AZN
Astrazeneca PLC

Healthcare
530
+ 5.37%
$65.37 - $77.96 $34.6K - $41.3K
10.4K $764K
ACWI
Ishares Msci Acwi ETF

ETFs
988
+ 9.57%
$115.16 - $124.13 $114K - $123K
11.3K $1.32M
VOE
Vanguard Mid Cap Value Index F

ETFs
700
+ 8.66%
$156.61 - $168.02 $110K - $118K
8.79K $1.41M
TMUS
T Mobile Us, Inc.

Communication Services
120
+ 8.29%
$211.3 - $272.83 $25.4K - $32.7K
1.57K $417K
AIG
American International Group, Inc.

Financial Services
83
+ 1.4%
$70.5 - $86.94 $5.85K - $7.22K
5.99K $520K
DD
Du Pont De Nemours, Inc.

Basic Materials
1.29K
+ 14.19%
$72.7 - $84.32 $93.6K - $109K
10.4K $774K
ED
Consolidated Edison Inc

Utilities
277
+ 11.53%
$88.0 - $110.59 $24.4K - $30.6K
2.68K $296K
SAP
Sap Se

Technology
150
+ 8.51%
$241.4 - $293.69 $36.2K - $44.1K
1.91K $513K
MPC
Marathon Petroleum Corp

Energy
20
+ 0.17%
$134.72 - $159.03 $2.69K - $3.18K
11.7K $1.7M
MLM
Martin Marietta Materials Inc

Basic Materials
202
+ 33.95%
$460.39 - $552.64 $93K - $112K
797 $381K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
3.88K
+ 35.89%
$14.13 - $16.72 $54.8K - $64.8K
14.7K $226K
VEU
Vanguard Ftse All World Ex Us

ETFs
800
+ 16.88%
$56.51 - $62.98 $45.2K - $50.4K
5.54K $336K
WEC
Wec Energy Group, Inc.

Utilities
200
+ 7.28%
$92.12 - $108.98 $18.4K - $21.8K
2.95K $321K
GD
General Dynamics Corp

Industrials
160
+ 8.34%
$241.94 - $272.58 $38.7K - $43.6K
2.08K $566K
HSBC
Hsbc Holdings PLC

Financial Services
243
+ 4.1%
$48.68 - $61.58 $11.8K - $15K
6.17K $354K
VRSN
Verisign Inc

Technology
29
+ 2.78%
$205.1 - $254.74 $5.95K - $7.39K
1.07K $271K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.04K
+ 9.56%
$9.49 - $14.83 $9.82K - $15.3K
11.9K $161K
ELV
Elevance Health, Inc.

Healthcare
11
+ 1.46%
$365.9 - $436.25 $4.02K - $4.8K
764 $332K
KLAC
Kla Corp

Technology
1
+ 0.1%
$636.62 - $777.63 $637 - $778
1.05K $715K
DRI
Darden Restaurants Inc

Consumer Cyclical
24
+ 1.09%
$180.02 - $208.56 $4.32K - $5.01K
2.23K $463K
AON
Aon PLC

Financial Services
30
+ 3.28%
$348.44 - $409.32 $10.5K - $12.3K
945 $377K
SAN
Banco Santander, S.A.

Financial Services
2.91K
+ 23.08%
$4.46 - $7.14 $13K - $20.7K
15.5K $103K
XLI
Industrial Sector Spdr

ETFs
420
+ 1.73%
$128.78 - $141.67 $54.1K - $59.5K
24.6K $3.23M
SBUX
Starbucks Corp

Consumer Cyclical
140
+ 3.9%
$91.75 - $115.81 $12.8K - $16.2K
3.73K $365K
SO
Southern CO

Utilities
52
+ 1.64%
$80.96 - $92.96 $4.21K - $4.83K
3.22K $295K
NUE
Nucor Corp

Basic Materials
43
+ 0.67%
$114.48 - $142.52 $4.92K - $6.13K
6.49K $781K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
16
+ 0.49%
$98.98 - $113.18 $1.58K - $1.81K
3.29K $371K
ADSK
Autodesk, Inc.

Technology
91
+ 3.49%
N/A
2.7K $663K
CHTR
Charter Communications, Inc.

Communication Services
16
+ 2.5%
$334.89 - $384.77 $5.36K - $6.16K
655 $241K
BDX
Becton Dickinson & CO

Healthcare
76
+ 3.99%
$222.79 - $249.08 $16.9K - $18.9K
1.98K $453K
CMCSA
Comcast Corp

Communication Services
1.06K
+ 2.86%
$33.19 - $38.23 $35.3K - $40.7K
38.2K $1.41M
HSY
Hershey CO

Consumer Defensive
60
+ 2.89%
$144.74 - $186.36 $8.68K - $11.2K
2.14K $365K
MU
Micron Technology Inc

Technology
50
+ 1.83%
$86.89 - $109.38 $4.34K - $5.47K
2.78K $241K
BHP
Bhp Group LTD

Basic Materials
135
+ 2.17%
$48.18 - $52.11 $6.5K - $7.03K
6.37K $309K
VBR
Vanguard Small Cap Value ETF

ETFs
1.67K
+ 6.47%
$183.02 - $207.75 $306K - $348K
27.5K $5.13M
Ishares Bitcoin Trust ETF
18.8K
New
N/A
18.8K $0
Linde PLC
4.28K
+ 14.51%
N/A
33.8K $0
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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