Choate Investment Advisors Incresed Positions in Q3 2025

Choate Investment Advisors

  • $4.53 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
2.65K
+ 0.42%
$202.38 - $256.87 $537K - $681K
630K $160M
VTI
Vanguard Total Stock Market Et

ETFs
44.8K
+ 45.45%
$303.93 - $329.86 $13.6M - $14.8M
143K $47M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1.92K
+ 816.17%
$5364.25 - $5815.92 $10.3M - $11.2M
2.15K $11.6M
MSFT
Microsoft Corp

Technology
5.36K
+ 1.68%
$491.09 - $535.64 $2.63M - $2.87M
325K $168M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
5.49K
+ 4.64%
$224.68 - $282.71 $1.23M - $1.55M
124K $34.6M
TJX
Tjx Companies Inc

Consumer Cyclical
15K
+ 6.01%
$121.35 - $144.54 $1.82M - $2.17M
264K $38.2M
HD
Home Depot, Inc.

Consumer Cyclical
2.5K
+ 1.65%
$357.4 - $423.42 $892K - $1.06M
153K $62.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.12K
+ 3.1%
$567.77 - $614.76 $1.77M - $1.92M
104K $63.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.8K
+ 3.16%
$617.65 - $666.84 $1.73M - $1.87M
91.4K $60.9M
VEA
Vanguard Ftse Developed Market

ETFs
68K
+ 15.23%
$56.02 - $60.3 $3.81M - $4.1M
514K $30.8M
WMT
Walmart Inc.

Consumer Defensive
24.3K
+ 6.8%
$94.4 - $104.27 $2.3M - $2.54M
382K $39.4M
KO
Coca Cola CO

Consumer Defensive
61.8K
+ 112.78%
$65.67 - $71.67 $4.06M - $4.43M
117K $7.73M
ABBV
Abb Vie Inc.

Healthcare
1.05K
+ 1.37%
$184.85 - $231.54 $195K - $244K
77.9K $18M
JPM
Jpmorgan Chase & CO

Financial Services
1.45K
+ 1.14%
$282.78 - $316.06 $409K - $458K
129K $40.6M
LLY
Eli Lilly & CO

Healthcare
5.6K
+ 14.57%
$625.65 - $812.69 $3.5M - $4.55M
44.1K $33.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.49K
+ 5.22%
$459.11 - $506.91 $1.6M - $1.77M
70.3K $35.4M
IAU
Ishares Gold Trust

ETFs
29.8K
+ 313.2%
$61.62 - $72.77 $1.84M - $2.17M
39.3K $2.86M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.04K
+ 2.64%
$420.11 - $472.68 $437K - $492K
40.4K $18.9M
AVGO
Broadcom Inc.

Technology
846
+ 2.56%
$264.74 - $369.57 $224K - $313K
33.9K $11.2M
GLD
Spdr Gold Trust

ETFs
30
+ 0.08%
$300.96 - $355.47 $9.03K - $10.7K
39.3K $14M
TSLA
Tesla, Inc.

Consumer Cyclical
497
+ 3.58%
$293.94 - $444.72 $146K - $221K
14.4K $6.4M
SGOL
Abrdn Gold ETF Trust

ETFs
6.2K
+ 2.07%
$31.18 - $36.81 $193K - $228K
306K $11.3M
ABT
Abbott Laboratories

Healthcare
16.8K
+ 6.4%
$120.51 - $136.62 $2.03M - $2.3M
280K $37.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
868
+ 3.58%
$546.99 - $602.2 $475K - $523K
25.1K $15.1M
IEFA
Ishares Tr

ETFs
17.4K
+ 64.65%
$81.7 - $87.53 $1.43M - $1.53M
44.4K $3.88M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
14.9K
+ 221.76%
$97.75 - $100.75 $1.46M - $1.51M
21.7K $2.17M
MA
Mastercard Inc

Financial Services
1.97K
+ 3.92%
$550.18 - $598.96 $1.08M - $1.18M
52.3K $29.7M
VXF
Vanguard Extended Market ETF

ETFs
5.97K
+ 84.08%
$193.58 - $213.07 $1.16M - $1.27M
13.1K $2.74M
CAT
Caterpillar Inc

Industrials
667
+ 6.46%
$390.92 - $477.15 $261K - $318K
11K $5.25M
IEMG
Ishares Inc

ETFs
22.7K
+ 129.54%
N/A
40.2K $2.15M
AMZN
Amazon Com Inc

Consumer Cyclical
5.14K
+ 1.11%
$211.65 - $238.24 $1.09M - $1.22M
469K $103M
VEU
Vanguard Ftse All World Ex Us

ETFs
15.1K
+ 267.5%
$66.38 - $71.68 $1M - $1.08M
20.8K $1.48M
QCOM
Qualcomm Inc

Technology
5.72K
+ 38.95%
$145.84 - $173.55 $835K - $993K
20.4K $3.4M
GE
General Electric CO

Industrials
405
+ 2.02%
$244.75 - $305.63 $99.1K - $124K
20.4K $6.15M
AMAT
Applied Materials Inc

Technology
1.7K
+ 6.77%
$156.25 - $204.95 $266K - $349K
26.8K $5.5M
VT
Vanguard Total World Stk Index

ETFs
511
+ 0.59%
$128.41 - $138.03 $65.6K - $70.5K
87.4K $12M
CVX
Chevron Corp

Energy
3.37K
+ 12.01%
$145.57 - $161.83 $491K - $546K
31.5K $4.89M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.88K
+ 20.16%
$108.97 - $121.65 $531K - $593K
29.1K $3.51M
XOM
Exxon Mobil Corp

Energy
1.57K
+ 1.33%
$105.83 - $117.22 $166K - $184K
120K $13.5M
RTX
Raytheon Technologies Corp

Industrials
771
+ 2.67%
$144.19 - $167.33 $111K - $129K
29.7K $4.97M
SCHP
Schwab Strategic Us Tips ETF

ETFs
26.4K
+ 57486.96%
$26.44 - $27.1 $699K - $717K
26.5K $713K
PANW
Palo Alto Networks Inc

Technology
3.48K
+ 26.9%
$167.06 - $208.19 $582K - $725K
16.4K $3.35M
TLT
Ishares Barclays 20+ Year Trea

ETFs
7.63K
+ 1487.72%
$85.01 - $90.35 $649K - $690K
8.15K $727K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
8.2K
+ 202.37%
$75.26 - $80.19 $617K - $658K
12.3K $977K
MRK
Merck & Co., Inc.

Healthcare
1.35K
+ 1.61%
$77.6 - $87.37 $105K - $118K
84.9K $7.13M
GS
Goldman Sachs Group Inc

Financial Services
248
+ 7.51%
$696.56 - $806.32 $173K - $200K
3.55K $2.83M
VNQ
Vanguard Specialized Funds Van

ETFs
4.82K
+ 30.66%
$88.47 - $93.24 $426K - $449K
20.5K $1.88M
ETN
Eaton Corp PLC

Industrials
1.03K
+ 27.26%
$342.99 - $392.76 $354K - $405K
4.81K $1.8M
NFLX
Netflix Inc

Communication Services
666
+ 24.97%
$1147.87 - $1297.18 $764K - $864K
3.33K $4M
Activity Summary
Buys All Purchases 176 New Holdings 23 Increased Positions 153 Sells All Sells 148 Reductions 148 Sold out 0 Options Calls 0 Puts 0
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