Choate Investment Advisors Incresed Positions in Q3 2024

Choate Investment Advisors

  • $3.89 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
36.5K
+ 1.34%
$520.18 - $576.82 $19M - $21.1M
2.76M $1.59B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
67K
+ 230.64%
$475.2 - $527.7 $31.8M - $35.3M
96K $50.6M
MUB
Ishares National Muni Bond ETF

ETFs
206K
+ 17.47%
$106.13 - $108.7 $21.8M - $22.3M
1.38M $150M
AAPL
Apple Inc.

Technology
7.03K
+ 1.26%
$207.23 - $234.82 $1.46M - $1.65M
566K $132M
HD
Home Depot, Inc.

Consumer Cyclical
4.14K
+ 3.24%
$333.64 - $405.2 $1.38M - $1.68M
132K $53.6M
UNH
Unitedhealth Group Inc

Healthcare
9.79K
+ 29.31%
$488.01 - $604.18 $4.78M - $5.92M
43.2K $25.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
20.3K
+ 4.85%
$105.53 - $118.34 $2.14M - $2.4M
438K $51.2M
PGR
Progressive Corp

Financial Services
23K
+ 632.08%
$209.46 - $259.24 $4.82M - $5.96M
26.6K $6.76M
WMT
Walmart Inc.

Consumer Defensive
29.8K
+ 11.96%
$66.91 - $81.4 $1.99M - $2.42M
279K $22.5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
4.64K
+ 12.85%
$531.86 - $624.21 $2.47M - $2.9M
40.7K $25.2M
TJX
Tjx Companies Inc

Consumer Cyclical
22.6K
+ 12.57%
$107.93 - $120.23 $2.44M - $2.72M
203K $23.8M
MA
Mastercard Inc

Financial Services
4.16K
+ 11.41%
$429.6 - $500.99 $1.79M - $2.08M
40.6K $20.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
189
+ 0.28%
$405.19 - $478.57 $76.6K - $90.4K
67.3K $31M
WCN
Waste Connections, Inc.

Industrials
14.6K
+ 21.43%
$173.92 - $186.5 $2.53M - $2.72M
82.5K $14.8M
ABT
Abbott Laboratories

Healthcare
6.18K
+ 3.59%
$100.07 - $118.13 $618K - $730K
179K $20.4M
ADBE
Adobe Inc.

Technology
5.86K
+ 35.89%
$508.13 - $586.55 $2.98M - $3.44M
22.2K $11.5M
PG
Procter & Gamble CO

Consumer Defensive
1.04K
+ 0.43%
$160.76 - $177.82 $168K - $185K
242K $41.8M
ABBV
Abb Vie Inc.

Healthcare
1.08K
+ 1.59%
$163.84 - $199.33 $176K - $215K
68.8K $13.6M
META
Meta Platforms, Inc.

Communication Services
289
+ 1.11%
$453.41 - $572.44 $131K - $165K
26.4K $15.1M
DHR
Danaher Corp

Healthcare
2.26K
+ 5.04%
$239.25 - $280.76 $541K - $635K
47.2K $13.1M
V
Visa Inc.

Financial Services
2.02K
+ 2.0%
$253.74 - $291.56 $512K - $588K
103K $28.3M
HON
Honeywell International Inc

Industrials
7.01K
+ 16.97%
$196.73 - $220.21 $1.38M - $1.54M
48.3K $9.98M
JPM
Jpmorgan Chase & CO

Financial Services
997
+ 0.89%
$194.9 - $224.8 $194K - $224K
113K $23.8M
ORCL
Oracle Corp

Technology
564
+ 1.62%
$125.9 - $170.35 $71K - $96.1K
35.4K $6.04M
SPGI
S&P Global Inc.

Financial Services
104
+ 0.83%
$446.32 - $527.38 $46.4K - $54.8K
12.7K $6.54M
LOW
Lowes Companies Inc

Consumer Cyclical
670
+ 4.52%
$213.3 - $270.78 $143K - $181K
15.5K $4.2M
CSCO
Cisco Systems, Inc.

Technology
3.29K
+ 2.87%
$44.74 - $53.22 $147K - $175K
118K $6.26M
AFL
Aflac Inc

Financial Services
75
+ 0.21%
$88.52 - $111.8 $6.64K - $8.39K
36K $4.03M
RTX
Raytheon Technologies Corp

Industrials
1.37K
+ 4.46%
$99.55 - $123.34 $136K - $169K
32.1K $3.88M
BLK
Black Rock Inc.

Financial Services
479
+ 24.84%
$782.27 - $949.51 $375K - $455K
2.41K $2.29M
TSLA
Tesla, Inc.

Consumer Cyclical
438
+ 4.35%
$191.76 - $263.26 $84K - $115K
10.5K $2.75M
NEE
Nextera Energy Inc

Utilities
588
+ 1.17%
$69.9 - $84.97 $41.1K - $50K
51.1K $4.32M
BMY
Bristol Myers Squibb CO

Healthcare
4.65K
+ 10.97%
$39.66 - $51.75 $185K - $241K
47.1K $2.44M
COST
Costco Wholesale Corp

Consumer Defensive
393
+ 5.02%
$801.83 - $917.05 $315K - $360K
8.23K $7.29M
BX
Blackstone Inc.

Financial Services
1.47K
+ 11.94%
$120.77 - $159.66 $178K - $235K
13.8K $2.11M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.41K
+ 4.07%
$147.95 - $191.05 $505K - $652K
87.2K $15.1M
VBR
Vanguard Small Cap Value ETF

ETFs
430
+ 1.76%
$179.99 - $201.6 $77.4K - $86.7K
24.9K $4.99M
KO
Coca Cola CO

Consumer Defensive
321
+ 0.54%
$62.69 - $73.01 $20.1K - $23.4K
59.8K $4.3M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.81K
+ 7.58%
$117.9 - $128.2 $214K - $232K
25.7K $3.3M
EOG
Eog Resources Inc

Energy
4.73K
+ 8.3%
$117.9 - $132.65 $558K - $628K
61.8K $7.59M
ICE
Intercontinental Exchange, Inc.

Financial Services
2.03K
+ 59.62%
$136.93 - $162.81 $278K - $331K
5.44K $874K
DE
Deere & CO

Industrials
327
+ 5.38%
$344.84 - $418.0 $113K - $137K
6.41K $2.67M
AVGO
Broadcom Inc.

Technology
22.6K
+ 911.59%
$136.27 - $1745.86 $3.08M - $39.4M
25K $4.32M
EFA
Ishares Tr Msci Eafe ETF

ETFs
914
+ 1.8%
$75.32 - $84.37 $68.8K - $77.1K
51.6K $4.31M
ODFL
Old Dominion Freight Line, Inc.

Industrials
138
+ 1.06%
$178.41 - $210.18 $24.6K - $29K
13.2K $2.62M
DIS
Walt Disney CO

Communication Services
5.4K
+ 7.05%
$85.6 - $98.61 $463K - $533K
82.1K $7.9M
ITW
Illinois Tool Works Inc

Industrials
127
+ 1.36%
$233.14 - $263.97 $29.6K - $33.5K
9.44K $2.47M
PWR
Quanta Services, Inc.

Industrials
169
+ 4.54%
$239.58 - $298.23 $40.5K - $50.4K
3.89K $1.16M
TDG
Trans Digm Group Inc

Industrials
108
+ 32.14%
$1202.03 - $1427.41 $130K - $154K
444 $633K
Activity Summary
Buys All Purchases 165 New Holdings 25 Increased Positions 140 Sells All Sells 142 Reductions 142 Sold out 0 Options Calls 0 Puts 0
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