Choate Investment Advisors Purchases in Q1 2025

Choate Investment Advisors

  • $3.97 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Canadian Pacific Kansas City
10.5K
+ 13.3%
N/A
89.2K $0
Bitwise Bitcoin ETF Tr
260
+ 2.85%
N/A
9.37K $0
Tidal Trust Iii
11.6K
New
N/A
11.6K $0
Siriusxm Holdings Inc
190
+ 0.8%
N/A
23.8K $0
EXR
Extra Space Storage Inc.

Real Estate
1
+ 0.04%
$143.8 - $161.28 $144 - $161
2.23K $331K
FCX
Freeport Mcmoran Inc

Basic Materials
27
+ 0.19%
$34.5 - $43.01 $932 - $1.16K
14.3K $539K
SYY
Sysco Corp

Consumer Defensive
3
+ 0.06%
$70.0 - $77.13 $210 - $231
4.95K $371K
SWK
Stanley Black & Decker, Inc.

Industrials
126
+ 2.36%
$76.43 - $90.41 $9.63K - $11.4K
5.47K $420K
MUSA
Murphy Usa Inc.

Consumer Cyclical
14
+ 2.7%
$435.02 - $515.95 $6.09K - $7.22K
533 $250K
MCO
Moodys Corp

Financial Services
5
+ 0.25%
$437.8 - $527.48 $2.19K - $2.64K
2K $929K
TM
Toyota Motor Corp

Consumer Cyclical
66
+ 4.0%
$176.53 - $195.35 $11.7K - $12.9K
1.72K $302K
NEE
Nextera Energy Inc

Utilities
215
+ 0.4%
$66.96 - $76.16 $14.4K - $16.4K
53.5K $3.79M
USB
Us Bancorp \De\

Financial Services
279
+ 3.54%
$40.92 - $50.9 $11.4K - $14.2K
8.16K $344K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
10
+ 1.81%
$634.14 - $744.83 $6.34K - $7.45K
561 $355K
CATH
Global X Fds Global X S&P 500

ETFs
340
+ 1.82%
$66.14 - $74.2 $22.5K - $25.2K
19.1K $1.29M
PYPL
Pay Pal Holdings, Inc.

Financial Services
826
+ 15.98%
$65.15 - $91.81 $53.8K - $75.8K
6K $391K
ROK
Rockwell Automation, Inc

Industrials
25
+ 1.07%
$255.29 - $303.75 $6.38K - $7.59K
2.37K $612K
TT
Trane Technologies PLC

Industrials
1
+ 0.05%
$332.0 - $400.86 $332 - $401
1.83K $617K
UPS
United Parcel Service Inc

Industrials
202
+ 3.9%
$109.66 - $136.26 $22.2K - $27.5K
5.38K $591K
AMD
Advanced Micro Devices Inc

Technology
103
+ 2.38%
$96.63 - $129.55 $9.95K - $13.3K
4.43K $455K
ODFL
Old Dominion Freight Line, Inc.

Industrials
44
+ 0.33%
$161.13 - $209.29 $7.09K - $9.21K
13.2K $2.19M
CAT
Caterpillar Inc

Industrials
244
+ 3.28%
$326.75 - $407.63 $79.7K - $99.5K
7.68K $2.53M
IWM
Ishares Russell 2000 ETF

ETFs
89
+ 1.01%
$198.1 - $229.79 $17.6K - $20.5K
8.91K $1.78M
NOW
Service Now, Inc.

Technology
37
+ 4.47%
$783.83 - $1170.39 $29K - $43.3K
864 $687K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
235
+ 1.11%
$47.79 - $59.89 $11.2K - $14.1K
21.5K $1.08M
SWKS
Skyworks Solutions, Inc.

Technology
164
+ 1.51%
$64.12 - $93.96 $10.5K - $15.4K
11K $710K
CRM
Salesforce, Inc.

Technology
72
+ 1.35%
$268.36 - $359.95 $19.3K - $25.9K
5.41K $1.45M
DHR
Danaher Corp

Healthcare
2.29K
+ 4.56%
$201.62 - $250.59 $462K - $574K
52.4K $10.7M
HD
Home Depot, Inc.

Consumer Cyclical
5.5K
+ 3.97%
$347.25 - $424.87 $1.91M - $2.34M
144K $52.7M
TSLA
Tesla, Inc.

Consumer Cyclical
2.27K
+ 18.35%
$222.15 - $428.22 $504K - $971K
14.6K $3.79M
DIS
Walt Disney CO

Communication Services
4.97K
+ 3.64%
$96.87 - $114.0 $481K - $566K
142K $14M
AXP
American Express CO

Financial Services
181
+ 0.38%
$255.39 - $325.87 $46.2K - $59K
47.8K $12.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
173
+ 0.47%
$360.07 - $417.26 $62.3K - $72.2K
36.8K $13.3M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
9.91K
+ 9.59%
$165.25 - $224.62 $1.64M - $2.23M
113K $18.8M
AVGO
Broadcom Inc.

Technology
412
+ 1.45%
$167.43 - $244.7 $69K - $101K
28.9K $4.84M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
639
+ 0.66%
$507.05 - $563.67 $324K - $360K
96.7K $49.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
13.1K
+ 2.97%
$102.49 - $119.96 $1.35M - $1.57M
454K $47.5M
MSFT
Microsoft Corp

Technology
3.84K
+ 1.26%
$375.39 - $447.2 $1.44M - $1.72M
309K $116M
AMZN
Amazon Com Inc

Consumer Cyclical
1.96K
+ 0.44%
$190.26 - $242.06 $373K - $475K
451K $85.8M
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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