Choate Investment Advisors Purchases in Q2 2025

Choate Investment Advisors

  • $4.32 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GLDM
World Gold Trust

ETFs
1.17K
+ 4.71%
$58.96 - $67.97 $68.9K - $79.5K
26K $1.7M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
1.82K
New
$70.44 - $86.87 $128K - $158K
1.82K $157K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
735
New
$170.2 - $211.82 $125K - $156K
735 $155K
SBUX
Starbucks Corp

Consumer Cyclical
1.93K
+ 51.68%
$79.69 - $99.41 $154K - $192K
5.66K $518K
MRK
Merck & Co., Inc.

Healthcare
11.5K
+ 15.9%
$73.47 - $87.12 $842K - $999K
83.6K $6.62M
WCN
Waste Connections, Inc.

Industrials
5.54K
+ 5.26%
$183.26 - $199.95 $1.02M - $1.11M
111K $20.7M
PFF
Ishares Trust Ishares Pfd And

ETFs
4.57K
New
$29.0 - $30.68 $133K - $140K
4.57K $140K
PHO
Invesco Exchange Traded Fd Tr

ETFs
1.92K
New
$58.13 - $69.92 $112K - $134K
1.92K $134K
BHP
Bhp Group LTD

Basic Materials
2.75K
+ 43.18%
$40.22 - $50.88 $111K - $140K
9.12K $438K
INDA
Ishares Msci India Index Fund

ETFs
2.3K
New
$49.13 - $55.86 $113K - $128K
2.3K $128K
PYPL
Pay Pal Holdings, Inc.

Financial Services
904
+ 15.08%
$57.41 - $74.81 $51.9K - $67.6K
6.9K $512K
PIO
Invesco Exchange Traded Fd Tr

ETFs
2.63K
New
$35.79 - $44.67 $93.9K - $117K
2.63K $117K
CVS
Cvs Health Corp

Healthcare
1.4K
+ 8.97%
$60.04 - $70.18 $84.2K - $98.4K
17K $1.17M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
900
New
$103.88 - $123.68 $93.5K - $111K
900 $111K
IWD
Ishares Russell 1000 Val ETF

ETFs
400
+ 7.16%
$166.82 - $194.23 $66.7K - $77.7K
5.99K $1.16M
CRM
Salesforce, Inc.

Technology
293
+ 5.41%
$236.26 - $291.15 $69.2K - $85.3K
5.71K $1.56M
GBIL
Goldman Sachs Access Treasury

ETFs
1.04K
New
$99.83 - $100.19 $104K - $104K
1.04K $104K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.18K
New
$72.61 - $88.75 $85.9K - $105K
1.18K $104K
EEM
Ishares Msci Emerging Markets

ETFs
2.15K
New
$38.52 - $48.28 $82.7K - $104K
2.15K $103K
LMT
Lockheed Martin Corp

Industrials
179
+ 14.17%
$430.82 - $486.45 $77.1K - $87.1K
1.44K $667K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1.24K
New
$67.03 - $80.35 $83K - $99.5K
1.24K $98K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.18K
New
$82.21 - $83.12 $97.3K - $98.3K
1.18K $98K
HWM
Howmet Aerospace Inc.

Industrials
23
+ 1.4%
$112.33 - $186.13 $2.58K - $4.28K
1.67K $310K
QDF
Flexshares Quality Dividend In

ETFs
1.25K
New
$59.99 - $73.18 $75K - $91.5K
1.25K $91K
GD
General Dynamics Corp

Industrials
176
+ 8.47%
$247.68 - $291.66 $43.6K - $51.3K
2.25K $657K
PICK
Ishares Inc Msci Global Select

ETFs
2.38K
New
$30.23 - $38.24 $71.9K - $90.9K
2.38K $89K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
1.35K
New
$51.36 - $62.5 $69.1K - $84.1K
1.35K $84K
SCHV
Schwab Strategic Tr Us Large C

ETFs
3.04K
New
$23.55 - $27.67 $71.6K - $84.1K
3.04K $84K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
958
New
$66.87 - $79.47 $64.1K - $76.1K
958 $76K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
2.23K
New
$28.17 - $33.34 $62.7K - $74.2K
2.23K $73K
IDU
Ishares Tr U S Utils ETF

ETFs
670
New
$93.98 - $106.11 $63K - $71.1K
670 $70K
QUAL
Ishares Msci Usa Quality Facto

ETFs
382
New
$152.42 - $182.82 $58.2K - $69.8K
382 $69K
ROKT
Spdr S&P Kensho Final Frontier

ETFs
1.06K
New
$47.11 - $64.43 $49.9K - $68.2K
1.06K $68K
SOXX
Ishares Semiconductor ETF

ETFs
28
+ 2.49%
$154.86 - $239.07 $4.34K - $6.69K
1.15K $275K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
1.35K
New
$44.37 - $50.04 $59.9K - $67.6K
1.35K $64K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
741
New
$65.04 - $82.18 $48.2K - $60.9K
741 $60K
HDV
Ishares Core High Dividend ETF

ETFs
500
New
$108.41 - $120.51 $54.2K - $60.3K
500 $58K
VNQI
Vanguard Global Ex U.S. Real

ETFs
1.25K
New
$37.77 - $46.15 $47.3K - $57.8K
1.25K $57K
VNQ
Vanguard Specialized Funds Van

ETFs
867
+ 5.84%
$79.79 - $91.42 $69.2K - $79.3K
15.7K $1.4M
LQD
Ishares Iboxx $ Investment Gra

ETFs
500
New
$105.23 - $109.61 $52.6K - $54.8K
500 $54K
MKL
Markel Corp

Financial Services
14
+ 7.25%
$1678.5 - $1997.36 $23.5K - $28K
207 $413K
CL
Colgate Palmolive CO

Consumer Defensive
791
+ 8.8%
$87.57 - $96.0 $69.3K - $75.9K
9.78K $889K
TLT
Ishares Barclays 20+ Year Trea

ETFs
513
New
$83.97 - $92.85 $43.1K - $47.6K
513 $45K
VEU
Vanguard Ftse All World Ex Us

ETFs
107
+ 1.93%
$54.19 - $67.22 $5.8K - $7.19K
5.65K $379K
BND
Vanguard Bd Index Fd Inc Total

ETFs
574
New
$72.02 - $73.82 $41.3K - $42.4K
574 $42K
MO
Altria Group, Inc.

Consumer Defensive
869
+ 10.35%
$55.56 - $60.91 $48.3K - $52.9K
9.26K $543K
HYG
Ishares Tr

ETFs
500
New
$75.75 - $80.65 $37.9K - $40.3K
500 $40K
FTNT
Fortinet, Inc.

Technology
17
+ 0.41%
$84.71 - $108.69 $1.44K - $1.85K
4.14K $437K
CHTR
Charter Communications, Inc.

Communication Services
29
+ 4.43%
$321.68 - $427.25 $9.33K - $12.4K
684 $279K
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
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