Choate Investment Advisors Purchases in Q2 2025

Choate Investment Advisors

  • $4.32 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
114
+ 1.2%
$908.13 - $1056.85 $104K - $120K
9.6K $9.51M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.38K
+ 30.71%
$104.34 - $138.68 $249K - $330K
10.1K $1.41M
XLI
Industrial Sector Spdr

ETFs
445
+ 1.81%
$116.42 - $147.52 $51.8K - $65.6K
25.1K $3.7M
TM
Toyota Motor Corp

Consumer Cyclical
2.75K
+ 160.35%
$158.63 - $195.39 $436K - $537K
4.47K $769K
VST
Vistra Corp.

Utilities
41
+ 0.69%
$98.07 - $195.04 $4.02K - $8K
6.02K $1.17M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.85K
+ 20.92%
$149.76 - $186.42 $276K - $344K
10.7K $1.99M
IEFA
Ishares Tr

ETFs
2.65K
+ 10.9%
$67.83 - $84.09 $180K - $223K
27K $2.25M
RTX
Raytheon Technologies Corp

Industrials
113
+ 0.39%
$113.75 - $148.48 $12.9K - $16.8K
28.9K $4.22M
TTE
Total Energies Se

Energy
5.86K
New
N/A
5.86K $401K
IOT
Samsara Inc.

Technology
9.51K
+ 80.73%
$33.46 - $47.74 $318K - $454K
21.3K $846K
TRV
Travelers Companies, Inc.

Financial Services
1.33K
+ 16.81%
$233.83 - $276.34 $311K - $368K
9.24K $2.47M
CEG
Constellation Energy Corp

Utilities
430
+ 21.6%
$170.96 - $322.76 $73.5K - $139K
2.42K $781K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
7.02K
New
$51.68 - $52.76 $363K - $370K
7.02K $370K
PFE
Pfizer Inc

Healthcare
19.7K
+ 16.41%
$21.59 - $24.84 $426K - $490K
140K $3.39M
PLTR
Palantir Technologies Inc.

Technology
2.49K
New
$74.01 - $144.25 $185K - $360K
2.49K $339K
ETN
Eaton Corp PLC

Industrials
50
+ 1.34%
$246.52 - $356.99 $12.3K - $17.8K
3.78K $1.35M
BKNG
Booking Holdings Inc.

Consumer Cyclical
12
+ 5.38%
$4164.15 - $5789.24 $50K - $69.5K
235 $1.36M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.41K
+ 24.18%
$248.61 - $294.96 $350K - $416K
7.24K $2.04M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
4.05K
New
$62.73 - $78.42 $254K - $318K
4.05K $314K
XLK
Technology Sector Spdr

ETFs
363
+ 7.9%
$179.73 - $253.23 $65.2K - $91.9K
4.96K $1.26M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
8.55K
New
$26.69 - $33.44 $228K - $286K
8.55K $281K
C
Citigroup Inc

Financial Services
1.9K
+ 23.74%
$58.13 - $85.12 $110K - $161K
9.88K $841K
SPGI
S&P Global Inc.

Financial Services
24
+ 0.18%
$438.31 - $527.29 $10.5K - $12.7K
13.2K $6.95M
T
At&T Inc.

Communication Services
8.31K
+ 29.63%
$26.33 - $28.94 $219K - $240K
36.4K $1.05M
ACWI
Ishares Msci Acwi ETF

ETFs
924
+ 8.17%
$103.59 - $128.6 $95.7K - $119K
12.2K $1.57M
VOT
Vanguard Mid Cap Growth Index

ETFs
870
New
$216.28 - $284.39 $188K - $247K
870 $247K
KKR
Kkr & Co. Inc.

Financial Services
5
+ 0.04%
$92.79 - $134.29 $464 - $671
14K $1.86M
DELL
Dell Technologies Inc.

Technology
1.97K
New
$71.63 - $125.98 $141K - $248K
1.97K $241K
PM
Philip Morris International Inc.

Consumer Defensive
746
+ 17.42%
$149.23 - $184.95 $111K - $138K
5.03K $915K
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.12K
New
$144.94 - $210.94 $162K - $235K
1.12K $235K
NTES
Net Ease, Inc.

Communication Services
1.72K
New
$91.37 - $134.58 $157K - $231K
1.72K $231K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.08K
New
$160.22 - $209.35 $172K - $225K
1.08K $225K
EXC
Exelon Corp

Utilities
5.12K
New
$42.2 - $47.37 $216K - $242K
5.12K $222K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.93K
New
$57.46 - $75.58 $169K - $222K
2.93K $221K
SNPS
Synopsys Inc

Technology
431
New
$380.9 - $517.66 $164K - $223K
431 $220K
EVR
Evercore Inc.

Financial Services
800
New
$163.77 - $271.5 $131K - $217K
800 $216K
NRG
Nrg Energy, Inc.

Utilities
1.34K
New
$83.61 - $162.67 $112K - $218K
1.34K $215K
HES
Hess Corp

Energy
1.55K
New
$126.32 - $161.29 $196K - $250K
1.55K $214K
TER
Teradyne, Inc

Technology
2.3K
New
$67.96 - $91.05 $156K - $209K
2.3K $206K
VIG
Vanguard Dividend Appreciation

ETFs
1.13K
+ 2.29%
N/A
50.6K $9.21M
ABNB
Airbnb, Inc.

Consumer Cyclical
1.56K
New
$105.69 - $140.64 $165K - $220K
1.56K $206K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
2.51K
New
$65.42 - $80.7 $164K - $202K
2.51K $202K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
2.91K
New
$48.48 - $67.3 $141K - $196K
2.91K $195K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.5K
New
$75.05 - $77.34 $188K - $193K
2.5K $193K
UBER
Uber Technologies, Inc

Technology
1.22K
+ 34.42%
$64.62 - $93.3 $78.5K - $113K
4.75K $442K
URA
Global X Uranium ETF

ETFs
4.75K
New
$20.26 - $38.81 $96.3K - $185K
4.75K $184K
EFV
Msci Eafe Value ETF

ETFs
2.84K
New
$52.4 - $64.65 $149K - $184K
2.84K $180K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
182
+ 8.33%
$468.22 - $566.51 $85.2K - $103K
2.37K $1.34M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.29K
New
$121.58 - $136.74 $156K - $176K
1.29K $174K
Activity Summary
Buys All Purchases 224 New Holdings 94 Increased Positions 130 Sells All Sells 172 Reductions 172 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Choate Investment Advisors Portfolio

Follow Choate Investment Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Choate Investment Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Choate Investment Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email